Assigns a specific view to a user, giving them access to that particular set of data or information.

Adds a brand new client profile to your system, allowing you to store and manage their details for future interactions.

Creates a brand new contract for a selected individual, allowing you to easily generate agreements tailored to that person.

Adds a new person to your system by creating their profile with the details you provide.

Creates a brand new project for you, starting completely from scratch, so you can begin organizing your work right away.

Adds a new milestone to your project, helping you mark important goals or stages within your project timeline.

Adds a new note to a specific project, allowing you to capture and organize important information directly within that project.

Creates a brand new project based on an existing template, allowing you to quickly start with predefined settings and structure.

Sends out a new invitation to add a user, allowing you to invite someone to join your account or team.

Creates a brand new assignment and then provides you with an updated list of all assignments, including the one just added.

Permanently removes a specific person from your system using their unique ID.

Removes a specific contract associated with a person from the system.

Permanently removes a specific project from your account using its unique ID.

Permanently removes a selected project milestone from your records.

Permanently removes a specific user from your system using their unique ID.

Permanently removes a selected assignment from your system, ensuring it is no longer available or accessible.

Removes a specific invitation from your account, ensuring that the selected invite is no longer active or accessible.

Fetches detailed information about a specific client that already exists in your system.

Fetches and displays detailed information about a specific person already stored in your system.

Fetches and displays the most up-to-date contract details associated with a specific person.

Retrieves detailed information about a specific project.

Fetches and displays a detailed list of all clients associated with your account, making it easy to view and manage your client information.

Fetches and displays a list of all contracts associated with your account, allowing you to view contract details easily.

Fetches and displays a detailed list of all invitations associated with your account, allowing you to view who has been invited and their invitation status.

Retrieves a complete list of all milestones from every project in your account, giving you an overview of all key project goals and deadlines in one place.

Fetches and displays a complete list of all your notes, allowing you to view everything you've saved in one place.

Fetches a list of notes associated with people, allowing you to view all notes linked to individual contacts.

Fetches and displays all contracts associated with a particular person, allowing you to easily view their contract history.

Fetches and displays all the milestones associated with a specific project, allowing you to view important goals and deadlines within that project.

Fetches and displays all the notes associated with a specific project, allowing you to review and manage project-related information easily.

Fetches and displays all the projects associated with a particular client, allowing you to easily view and manage the client’s project list.

Retrieves a detailed list of all the views that have been assigned to a specific user, helping you see exactly which views they can access.

Fetches and displays a detailed list of all users associated with your account.

Allows you to send a custom, authorized API request to the service, enabling you to interact with features or endpoints that may not be covered by the standard modules.

Finds assignments that match the criteria you set, helping you quickly locate specific assignments based on your chosen filters.

Finds people who match the criteria you set, helping you quickly locate individuals based on specific details.

Finds and retrieves projects that match the criteria you set, helping you quickly locate specific projects based on your chosen filters.

Updates the details of an existing client, allowing you to modify their information as needed.

Updates the information for a specific contract, allowing you to modify its details as needed.

Updates the details of an existing person, allowing you to modify their information such as name, contact details, or other personal data.

Updates specific information or attributes of an existing project, allowing you to modify details such as the project name, description, status, or other relevant fields.

Allows you to modify the details of an existing project milestone, such as its name, due date, or description.

Triggers whenever a new assignment is created or when an existing assignment is updated, allowing you to automatically respond to changes in your assignments.

This module activates whenever a new client is added or when details of an existing client are updated, allowing you to automatically respond to these changes.

This module activates whenever a new contract is created or when changes are made to an existing contract, allowing you to stay updated on all contract activity.

Triggers whenever a new milestone is added or when an existing milestone is modified, allowing you to automatically respond to changes in your project's milestones.

This module activates whenever a new person is added or when details of an existing person are updated in your system.

This module activates whenever a new note is added to a person's record or an existing note is updated, helping you stay informed about changes to people notes.

This module activates whenever new notes are added to a project or existing project notes are updated, helping you stay informed about any changes or additions to your project documentation.

Triggers whenever a new project is created or an existing project is updated, allowing you to automatically respond to changes or additions in your project list.

Triggers whenever a new user is added or when details of an existing user are updated in your system.