Adds a new client to your account, allowing you to store and manage their details within the system.

Schedules a new appointment for a specific client in your system, allowing you to easily manage and organize client bookings.

Creates a new payment record for a client in the system, allowing you to track and manage client payments efficiently.

Creates a new journal account within the financial system, allowing you to organize and track your financial transactions more effectively.

Creates a new note in the selected service, allowing you to easily store and organize your information.

Creates a new stock transaction in your system, allowing you to record and track inventory movements easily.

Creates a detailed time tracking entry for a chosen user or project, allowing you to log hours worked and keep accurate records of time spent.

Creates a new work order in the system, allowing you to track and manage specific tasks or service requests from start to finish.

Schedules a new work order appointment in the system, allowing you to set up and manage service tasks efficiently.

Generates a detailed estimate based on the information you provide.

Creates a new estimate appointment in the system, allowing you to schedule and manage appointments specifically for providing estimates to your clients.

Generates a new invoice within the system, allowing you to record and manage billing details for your transactions.

Creates a new invoice appointment in the selected system, allowing you to schedule and manage billing appointments directly within your workflow.

Generates a new payment record for an invoice within the system, helping you keep track of settled invoices.

Permanently removes a selected client and all their associated information from your database.

Permanently removes a specific client appointment from the system, ensuring that the appointment is no longer available or visible in your records.

Permanently removes a specific client payment record from the system, ensuring that the selected payment is no longer tracked or visible in your account.

Permanently removes a selected journal account from your ledger, ensuring it’s no longer available for future transactions or records.

Removes a specific note chosen by the user from your account.

Removes a selected stock transaction from the account you specify, helping you keep your records up to date.

Permanently removes a selected time tracking entry from your account.

Permanently removes a selected work order from the system, ensuring it is no longer available or visible in your records.

Removes a specific work order appointment from the system, ensuring that the selected appointment is no longer available or scheduled.

Permanently removes a selected estimate from your account, ensuring it is no longer available in the system.

Permanently removes a selected estimate appointment from your system, ensuring it is no longer available or visible in your records.

Permanently removes a selected invoice from your system, ensuring it is no longer accessible or listed in your records.

Removes a specific invoice appointment from the service, ensuring that the selected appointment and its details are permanently deleted.

Permanently removes a selected invoice payment from your system, ensuring that the payment record is no longer stored or tracked.

Fetches and displays all scheduled appointments associated with a particular client, allowing you to easily view their upcoming and past bookings.

Fetches detailed information about client payments from the service, allowing you to view specific payment records and related data.

Fetches and displays a detailed list of all clients stored in your service account.

Fetches scheduled estimate appointments from the service, allowing you to view details about upcoming or past estimates.

Fetches detailed estimate records from the service, allowing you to view and work with all available estimates.

This module allows you to fetch detailed information about invoice appointments, either for a particular invoice or for a specific customer.

Fetches detailed records of invoice payments from the service, allowing you to view and manage all payments associated with your invoices.

Fetches a detailed list of invoices from the service, allowing you to view and manage all your billing records in one place.

Fetches a list of all journal accounts currently available in your system, allowing you to view and manage your accounting records more easily.

Fetches notes from a specific source, allowing you to access and review the collected information directly within your workflow.

Fetches detailed information about a particular staff member from your system, such as their profile and relevant data.

Fetches detailed stock transaction records for a chosen account, allowing you to view all buy, sell, and other stock-related activities associated with that specific account.

Fetches detailed time tracking records from the service, allowing you to access information about hours logged and activities tracked.

Fetches scheduled work order appointments from the service, allowing you to view details about upcoming or existing appointments.

Fetches detailed work orders from the service, allowing you to access and review all relevant information about each work order.

Fetches comprehensive information about a particular client using their unique ID.

Fetches and displays detailed information about a specific appointment scheduled for a client.

Fetches comprehensive information about a specific client payment, including its status, amount, and related details.

Fetches a journal account that matches the criteria you provide, allowing you to quickly find specific account details based on your chosen filters.

Fetches a particular note from the service, allowing you to access all its details and content.

Fetches comprehensive information about a particular staff member using their unique ID, allowing you to view all their details easily.

Fetches comprehensive information about a particular stock transaction using its unique ID, allowing you to view all the details related to that specific transaction.

Fetches detailed information about a specific time tracking record using the provided ID.

Fetches detailed information about a particular work order using its unique ID.

Fetches detailed information about a specific work order appointment from the service, allowing you to view all relevant details for that appointment.

Fetches a detailed cost estimate for a specific service or project, helping you understand the expected expenses before moving forward.

Fetches detailed information about a particular appointment that has been scheduled for an estimate, helping you view all relevant details for that specific booking.

Fetches detailed information about a specific invoice using its unique ID.

Fetches and displays detailed information about a particular invoice appointment using its unique ID.

Fetches and displays detailed information about a specific invoice payment, such as the amount paid, payment date, and related invoice details.

Allows you to send a custom API request to any specified endpoint, enabling you to interact with features or data that may not be covered by the standard modules.

Updates the details of an existing client in the selected system, allowing you to modify information such as contact data, preferences, or other client-specific fields.

Allows you to update an existing client appointment by modifying its details, such as the date, time, or other relevant information.

Updates the details of an existing client payment in your system, allowing you to modify payment information as needed.

Updates the details of an existing journal account by adding new information or modifying current data.

Updates an existing note in the selected system with new information or changes.

Updates an existing stock transaction in the system by allowing you to modify its details, such as quantity, price, or other relevant information.

Updates an existing time tracking record by modifying its details with new or updated information.

Updates an existing work order by applying any new details or modifications you provide, helping you keep your work orders accurate and up to date.

Updates the details of an existing work order appointment, allowing you to modify information such as the date, time, assigned personnel, or other relevant appointment specifics.

Updates an existing estimate by allowing you to change its details or add new information.

Updates the details of an existing estimate appointment with the latest information you provide, such as date, time, or other relevant changes.

Updates an existing invoice by adding or modifying its details, such as customer information, line items, or payment terms.

Updates the details of an existing invoice appointment in your system, allowing you to modify information such as date, time, or other appointment specifics.

Allows you to update an existing invoice payment by modifying its details, such as the amount, date, or payment method.

Triggers whenever a new appointment is booked with a client, allowing you to take action as soon as a client schedules a meeting or session.

Triggers whenever a new payment from a client is recorded, allowing you to take action each time a client makes a payment.

This module activates whenever a new client is created or when details of an existing client are modified, helping you stay up-to-date with the latest client information.

Triggers whenever a new appointment is booked specifically for an estimate, allowing you to take action whenever someone schedules an estimate visit.

Triggers whenever a brand new estimate is added, allowing you to automatically kick off workflows or actions whenever an estimate is created in your system.

This module activates whenever a new invoice appointment is created or when an existing one is updated, helping you stay on top of changes to your invoice scheduling.

Triggers whenever a new payment is logged for an invoice, allowing you to take action each time an invoice gets paid.

Triggers whenever a brand new invoice is generated in your system, allowing you to automatically kick off workflows whenever an invoice is issued.

This module activates whenever a new journal account is created or when an existing journal account is updated, allowing you to stay informed about any changes or additions to your journal accounts.

Triggers whenever a new note is added or an existing note is updated, allowing you to automatically respond to changes or additions in your notes.

Triggers whenever a new stock transaction is recorded, allowing you to automatically respond or take action whenever shares are bought or sold.

Triggers whenever new time tracking data is added or when existing time tracking information is updated, helping you stay up to date with changes in tracked time.

This module activates whenever a new work order appointment is scheduled, allowing you to automatically kick off workflows as soon as a new appointment is added to your system.

This module activates whenever a new work order is created or when an existing work order is updated, allowing you to automatically respond to changes in your work order system.