Creates a new case in your system to help you track and manage issues or requests.

Adds a new client to your system, allowing you to manage their information and interactions.

Adds a new lead to your account, helping you track potential customers or clients.

Creates a new note and attaches it to a specific client.

Adds a new note to a selected case.

Adds a new note to a company of your choice.

Creates a new expense record in your account.

Permanently removes a specific case from your service account.

Removes a selected client from your database, permanently deleting their information.

Permanently removes a selected note from the chosen location or service.

Removes a selected expense from your account.

Permanently removes a selected invoice from your account.

Fetches detailed information about a specific case from your chosen source.

Finds and displays detailed information about a client based on the client ID you provide.

Finds and retrieves a lead from the system based on the criteria you provide.

Fetches a specific note from your account on the service.

Finds and returns a specific expense by searching with the provided criteria or expense ID.

Fetches a list of all existing cases from your account.

Fetches a complete list of cases associated with a particular client.

Fetches a complete list of all your clients.

Fetches a complete list of all your recorded expenses.

Fetches a complete list of all your invoices.

Fetches a complete list of all your leads.

Fetches all the notes linked to a particular case, so you can easily view every comment or update associated with it.

Fetches all notes associated with a specific client.

Allows you to make a custom API request to the service using your authorized account.

Adds a payment to a selected invoice for the amount you specify.

Updates an existing case in the system by adding new information or modifying its current details.

Updates the details of an existing client in your database.

Updates an existing lead in your CRM with the latest details or changes.

Updates an existing note with new information or edits its current details.

Monitor for new events as soon as they occur.