Checks whether the specified sale ID is eligible to be converted into a project, letting you know if this action is possible.

Creates a new contact record in your CRM by adding all the relevant details for a person.

Creates a new document within your CRM system, allowing you to store and manage important customer-related information directly in your CRM.

Creates a brand new document from scratch, allowing you to start working with fresh content.

Creates a new leave record in the HRM system, allowing you to log an employee’s time off or absence.

Creates a new leave record in the HRM system, allowing you to log employee time off such as vacation, sick leave, or other absences.

Creates a brand new project from scratch, allowing you to start organizing tasks and resources right away.

Generates a new sales document, such as an invoice or sales order, to help you manage and track your sales transactions.

Generates a customized sales quote template for your business, making it easy to prepare and send professional quotes to your customers.

Creates a new absence record in the HRM system, allowing you to log when an employee is away from work.

Creates a new employee record in the HRM system, allowing you to easily add team members and store their details in your human resources database.

Creates and uploads a new document from an external source, making it available within your system.

Creates and adds a brand new invoice to your account, allowing you to keep track of your billing and payments easily.

Generates a detailed invoice document for your transactions.

Adds a payment to a specific invoice, helping you keep track of when and how an invoice has been paid.

Permanently removes the document identified by the specified ID from your account.

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

Permanently removes the contact person associated with the specified ID from your records.

Permanently removes a specific document from your collection using the provided document ID.

Permanently removes the specified project from your account using its unique ID.

Permanently removes a specific sales document from your system using the provided ID.

Permanently removes a specific sales quote template from your account using the provided ID.

Permanently removes a specific external document from your system using its unique ID.

Removes the absence record associated with the specified ID from the system.

Permanently removes a specific invoice from your records using its unique ID.

Permanently removes the specific document identified by the provided ID from your account.

Retrieves a specific document from your CRM by using its unique ID, allowing you to access detailed information about that particular record.

Fetches detailed information about a specific person from the CRM using their unique ID.

Retrieves detailed information about a specific contact person using their unique ID.

Retrieves a specific document from your collection using its unique ID, allowing you to access all the details stored within that document.

Fetches and provides access to a specific downloadable file using its unique document ID.

Retrieves detailed information about a specific document type using the provided ID.

Retrieves detailed information about a specific project using its unique ID.

Retrieves detailed information about a specific sales document using its unique ID.

Retrieves detailed information for a specific sales quote template using its unique ID.

Retrieves a specific document from an external source using the provided document ID.

Retrieves detailed information about a specific absence using its unique ID.

Retrieves detailed information about a specific employee using their unique ID.

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

Retrieves a specific invoice document using the unique ID you provide, allowing you to access all the details of that particular invoice.

Retrieves detailed information about a specific payment using its unique ID.

Allows you to make a custom API request to the service, using your authorized connection. This lets you access specific features or data that might not be available through the standard modules.

Retrieves a complete list of all documents currently stored in your CRM, making it easy to access and manage your files in one place.

Retrieves a complete list of all contacts stored in your CRM, allowing you to access detailed information about each person.

Retrieves a complete list of all contact persons from your account, allowing you to view and manage their details easily.

Retrieves a complete list of all available document types, helping you see which kinds of documents you can work with.

Retrieves a complete list of all available documents from your account.

Retrieves a complete list of all employees from your system, allowing you to access detailed information about each team member.

Retrieves a complete list of documents that are stored outside of your main system, allowing you to access all external files in one place.

Retrieves a complete list of all employee absences, allowing you to easily view and manage time off records for your team.

Retrieves a complete list of all leave records for your employees, giving you an overview of their time off.

Retrieves a complete list of all documents related to your invoices, making it easy to access and manage your invoice records.

Retrieves a complete list of all payment transactions from your account.

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

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

Retrieves a complete list of all sales documents that are currently available, making it easy for you to access and review them in one place.

Retrieves a complete list of all quote templates that are available for use in your sales process.

Updates the details of a specific person using their unique ID.

Updates the content of a specific document using its unique ID.

Updates the details of an existing document within your CRM system, allowing you to modify information as needed.

Updates the details of an existing leave request using the specified leave ID.

Updates the details of an existing project by specifying its unique ID.

Updates an existing sales document in your system with new or modified information.

Updates the details of an existing sales quote using its specific ID, allowing you to modify information such as pricing, items, or customer details.

Updates the details of an existing employee in the HRM system, allowing you to modify information such as their contact details, job role, or other personal data.

Updates the content of a specific external document using its unique ID.

Updates the details of an existing absence record based on the specified ID.

Updates the details of an existing invoice using its specific ID.

Updates the details of an existing invoice document using the provided invoice ID.

Updates the details of an existing payment using the specified payment ID.

This module activates whenever a new document is uploaded or created within your CRM, allowing you to automatically kick off workflows based on newly added files.

This module activates whenever a new contact is created in your CRM, allowing you to automatically start workflows whenever someone new is added to your database.

Triggers whenever a new contact person is created in your system, allowing you to automatically start workflows or actions based on the addition of this new contact.