Creates a new contact using the specified details you provide.

Creates a new contact person and links them to an existing contact.

Generates a new credit note document to record a refund or adjustment for a customer.

Creates a new expense category in your account for organizing and tracking expenses.

Creates a new payment transaction in your connected account.

Creates a new price list record with specified details.

Creates a new project in your selected application.

Creates a new expense entry that repeats automatically at specified intervals.

Generates a new invoice that will be automatically issued on a recurring schedule.

Generates a new cost estimate document for a selected customer.

Creates a new expense entry, allowing you to specify whether it is billable or non-billable.

Generates a new invoice document for a specified customer.

Creates a new item in the selected app or service.

Permanently removes a selected contact from your account.

Permanently remove a specified contact person from your account.

Permanently removes a specified credit note from your records.

Removes a specified payment record from your account.

Permanently removes a specified price list from your account.

Permanently removes a specified project from your account.

Removes a specified recurring expense from your account.

Permanently removes a specified recurring invoice from your account.

Permanently removes a specific task from a selected project.

Deletes a specific time entry that has been previously logged.

Permanently removes a selected estimate from your account.

Removes a specified expense record from your account.

Permanently remove an existing invoice from your records, unless the invoice has payments or credit notes applied, in which case it cannot be deleted.

Permanently removes a selected item from your data, except for items that are included in a transaction, which cannot be deleted.

Send a credit note to a specified recipient via email.

Sends an invoice email to the customer. If you do not provide an input JSON string, the email will be sent using the default content.

Retrieve comprehensive information about a specific contact.

Retrieve comprehensive information about a specific contact person, including their personal and contact details.

Retrieves comprehensive information about a specific credit note that already exists in your account.

Retrieves comprehensive information about a specific payment that has already been made.

Retrieves detailed information about a specific price list that already exists in your account.

Retrieves comprehensive information about a specific project, including its attributes and settings.

Retrieves detailed information about a specific recurring expense.

Retrieves comprehensive information about a specific recurring invoice.

Retrieves detailed information about a specific time entry.

Retrieve comprehensive information about a specific estimate, including its line items, amounts, and status.

Retrieves detailed information about a specific expense.

Retrieves comprehensive information about a specific invoice, including its status, amount, and related details.

Retrieves detailed information about a specific item that already exists in your account.

Retrieves a paginated list of all contact persons from your account.

Retrieves a list of all contacts, allowing you to browse through them page by page.

Retrieves a complete list of all credit notes in your account.

Retrieves a list of all estimates, allowing you to browse through them page by page.

Retrieve a list of all expense categories, including support for pagination to navigate through multiple pages of results.

Retrieve a paginated list of all recorded expenses.

Retrieves a list of all invoices, allowing you to browse through them page by page.

Retrieves a paginated list of all currently active items from your account.

Retrieves a list of all refunds associated with a specific customer payment.

Retrieves a detailed list of all payments that your customer has completed.

Retrieves a paginated list of all available price lists from your account.

Retrieves a list of all projects, allowing you to browse through them page by page.

Retrieves a list of all recorded expenses, displaying them in pages for easier browsing.

Retrieves and displays detailed information for every recurring invoice in your account.

Retrieves a list of all time entries, allowing you to browse through them page by page.

Creates and records new time entry logs.

Executes a custom API request to a specified endpoint using your authorized credentials.

Change the status of a contact to either active or inactive.

Sets a specific contact person as the primary contact for a particular contact record.

Sets the status of a project to either active or inactive.

Pauses or restarts an ongoing recurring invoice in your account.

Updates the status of a draft estimate by marking it as sent, accepted, or declined.

Updates the status of a specific invoice to sent, void, or draft.

Sets the status of a specified item to either active or inactive.

Processes a refund for the specified credit note amount.

Issue a refund to the customer for any amount they have overpaid.

Update the details of an existing contact person. To remove a contact person entirely, delete them from the contact persons list.

Update the information of an existing contact person, such as their name, email address, or phone number.

Update the information or fields of a specific credit note that already exists in your system.

Updates the details of an existing payment record.

Updates the details of a specified Price List that already exists in your system.

Updates the specified information or fields of an existing project.

Updates the details of an existing recurring expense entry.

Modifies the details of an existing recurring invoice.

Modifies the information or properties of a task that already exists.

Updates the details of an existing logged time entry.

Updates the details of an existing estimate, including modifying or removing line items by editing the line items list.

Modify the details of a previously recorded expense.

Updates the details of an existing invoice, allowing you to modify invoice information or remove specific line items by deleting them from the line items list.

Updates the information or properties of a specified item that already exists in your system.

Triggers when a new contact is added or when details of an existing contact are modified.

Triggers when a new estimate is created or when an existing estimate is modified in your account.

Triggers when a new expense is added or when an existing expense record is modified.

Triggers when a new invoice is created or when an existing invoice is updated in your account.

Triggers when a new item is added or an existing item is modified in your selected service.

Triggers when a new project is added to your account.