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

Data Source Added


Trigger

Data Source Deleted


Trigger

Data Source Refresh Failed


Trigger

Data Source Refresh Started


Trigger

Data Source 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 Tag to Data Source


Action

Create Project


Action

Create User


Action

Delete Data Source


Action

Delete Data Source Tag


Action

Delete Project


Action

Download Data Source


Action

Download View


Action

Get DataSource


Action

Get User


Action

Get View


Action

Get Workbook


Action

List Data Sources


Action

List Projects


Action

List Users


Action

List Views


Action

Refresh Workbook


Action

Update Data Source


Action

Update Project


Action

Update User


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

Data Source Added


Trigger

Data Source Deleted


Trigger

Data Source Refresh Failed


Trigger

Data Source Refresh Started


Trigger

Data Source 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 Tag to Data Source


Action

Create Project


Action

Create User


Action

Delete Data Source


Action

Delete Data Source Tag


Action

Delete Project


Action

Download Data Source


Action

Download View


Action

Get DataSource


Action

Get User


Action

Get View


Action

Get Workbook


Action

List Data Sources


Action

List Projects


Action

List Users


Action

List Views


Action

Refresh Workbook


Action

Update Data Source


Action

Update Project


Action

Update User


Action

Request An Integration