Create a new client in your system by entering their details. This module lets you add a client's information, helping you manage and keep track of your clients more efficiently.

Creates a new person record in your system, allowing you to store and manage details such as their name, contact information, and other relevant personal data.

Creates a new project by collecting the necessary details and adding it to your account.

Creates a new role in your system, allowing you to define specific permissions and responsibilities for users.

Creates a new team in your account, allowing you to collaborate with multiple members under one workspace.

Remove a person from your system or database.

Remove a project from your account, permanently deleting all its associated data and settings.

Permanently remove a selected team from your account, including all its associated data and settings.

Retrieve a list of all projects associated with a specific client.

Retrieves and displays a complete list of all clients in your account, making it easy to view and manage your client information.

The "List all People" module retrieves a complete list of people from your account, allowing you to view and work with all the individuals stored in your system.

Retrieves a complete list of all your projects, allowing you to view and manage every project in your account.

This module allows you to retrieve detailed information about all the roles available in your account, helping you understand the different permissions and responsibilities assigned to each role.

Retrieves a list of all the teams in your account, making it easy to view and manage your organization's team structure.

Update the details of an existing client. This module allows you to modify information such as the client's name, contact details, or other relevant data.

Update a person's details, such as their name, contact information, or other personal data.

Modify the details of an existing project, such as its name, description, or other project-specific information.

Modify an existing role by updating its details or settings.

Modify the details of an existing team, such as its name or description.

The "Watch Clients" module automatically monitors your system for new or updated client records, instantly triggering actions whenever a client is added or changed.

The "Watch People" module monitors and detects when new people are added or existing people are updated in your system, allowing you to automatically trigger actions whenever there are changes to your people database.

The Watch module keeps an eye out for new or updated items in your chosen app, automatically triggering actions in your scenario whenever something changes. This helps you stay up-to-date and respond quickly to new data as it appears.

The "Watch Team" module keeps an eye out for new teams as they are created in your account. Whenever a new team is added, this module will automatically trigger, allowing you to start workflows or take action based on the creation of that new team.