Select Trigger and Action

Supported Triggers & Actions

Account Added


Trigger

Account Updated


Trigger

Bill Added.


Trigger

Customer Added


Trigger

Customer Updated


Trigger

Estimate Added


Trigger

Expense Added


Trigger

Invoice Added


Trigger

Payment Added


Trigger

Purchase Order Added


Trigger

Sales Receipt Added


Trigger

Vendor Added


Trigger

Email Bounced


Trigger

Email Opened


Trigger

Inbound Email Received


Trigger

Link Clicked


Trigger

Recipient Unsubscribed


Trigger

Create Bill (Account Based)


Action

Create Bill (Item Based)


Action

Create Credit Memo


Action

Create Customer


Action

Create Estimate


Action

Create Expense


Action

Create Invoice


Action

Create Journal Entry


Action

Create Journal Entry from CSV


Action

Create Payment


Action

Create Product/Service Memo


Action

Create Purchase Order


Action

Create Refund Receipt


Action

Create Sales Receipt


Action

Create Time Activity


Action

Create Vendor


Action

Find Account


Action

Find Customer


Action

Find Invoice


Action

Find Product


Action

Find Vendor


Action

Send Invoice


Action

Send Sales Receipt


Action

Update Customer


Action

Update Invoice


Action

Add Email to Allowlist


Action

Add Email to Denylist


Action

Add Mailbox Route


Action

Cancel Scheduled Email


Action

Delete Mailbox Route


Action

Get Email Info


Action

List Allowlisted Emails


Action

List Denylisted Emails


Action

List Mailbox Routes


Action

List Scheduled Emails


Action

Remove Email from Allowlist


Action

Remove Email from Denylist


Action

Reschedule Email


Action

Search Emails by Date


Action

Send Email


Action

Send Email Using Template


Action

Update Mailbox Route


Action

Account Added


Trigger

Account Updated


Trigger

Bill Added.


Trigger

Customer Added


Trigger

Customer Updated


Trigger

Estimate Added


Trigger

Expense Added


Trigger

Invoice Added


Trigger

Payment Added


Trigger

Purchase Order Added


Trigger

Sales Receipt Added


Trigger

Vendor Added


Trigger

Email Bounced


Trigger

Email Opened


Trigger

Inbound Email Received


Trigger

Link Clicked


Trigger

Recipient Unsubscribed


Trigger

Create Bill (Account Based)


Action

Create Bill (Item Based)


Action

Create Credit Memo


Action

Create Customer


Action

Create Estimate


Action

Create Expense


Action

Create Invoice


Action

Create Journal Entry


Action

Create Journal Entry from CSV


Action

Create Payment


Action

Create Product/Service Memo


Action

Create Purchase Order


Action

Create Refund Receipt


Action

Create Sales Receipt


Action

Create Time Activity


Action

Create Vendor


Action

Find Account


Action

Find Customer


Action

Find Invoice


Action

Find Product


Action

Find Vendor


Action

Send Invoice


Action

Send Sales Receipt


Action

Update Customer


Action

Update Invoice


Action

Add Email to Allowlist


Action

Add Email to Denylist


Action

Add Mailbox Route


Action

Cancel Scheduled Email


Action

Delete Mailbox Route


Action

Get Email Info


Action

List Allowlisted Emails


Action

List Denylisted Emails


Action

List Mailbox Routes


Action

List Scheduled Emails


Action

Remove Email from Allowlist


Action

Remove Email from Denylist


Action

Reschedule Email


Action

Search Emails by Date


Action

Send Email


Action

Send Email Using Template


Action

Update Mailbox Route


Action

Request An Integration