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

Collector Deleted


Trigger

Collector Updated


Trigger

New Collector Created


Trigger

New Survey Created


Trigger

New Survey Response Added


Trigger

New Survey Response Added With Answers


Trigger

Survey Deleted


Trigger

Survey Response Disqualified


Trigger

Survey Response Over Quota


Trigger

Survey Response Updated


Trigger

Survey Response Updated With Anwsers


Trigger

Survey Updated


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 Contact List


Action

Add Contact To List


Action

Add Survey


Action

Copy Survey


Action

Get Contacts In List


Action

Get Survey Responses


Action

Get Survey Responses By Collector


Action

Get Survey Rollups


Action

Get Survey Trends


Action

List Contact Lists


Action

Update Survey


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

Collector Deleted


Trigger

Collector Updated


Trigger

New Collector Created


Trigger

New Survey Created


Trigger

New Survey Response Added


Trigger

New Survey Response Added With Answers


Trigger

Survey Deleted


Trigger

Survey Response Disqualified


Trigger

Survey Response Over Quota


Trigger

Survey Response Updated


Trigger

Survey Response Updated With Anwsers


Trigger

Survey Updated


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 Contact List


Action

Add Contact To List


Action

Add Survey


Action

Copy Survey


Action

Get Contacts In List


Action

Get Survey Responses


Action

Get Survey Responses By Collector


Action

Get Survey Rollups


Action

Get Survey Trends


Action

List Contact Lists


Action

Update Survey


Action

Request An Integration