Create account

Creates a new account in the selected organization

Create retainer invoice

Creates a new retainer invoice

Create recurring expense

Creates a new recurring expense

Create sales order

Creates a new sales order

Create recurring invoice

Creates a new recurring invoice

Update account

Updates the details of an account in the selected organization

Record vendor payment

Records a payment for the specified vendor

Add or update salesperson

Adds or updates details of a salesperson

Create bank transaction

Creates a new bank transaction

Create expense

Creates a new expense

Add comment to invoice

Adds a comment to the specified invoice

Apply credit to invoice

Applies a credit note to the specified invoice

Create item

Creates a new item

Create contact

Creates a new contact

Add comment to contact

Adds a comment to the specified contact

Add comment to sales order

Adds a comment to the specified sales order

Create project

Creates a new project

Email sales order

Emails an existing sales order

Create sales invoice

Creates a new sales invoice

Record payment

Records a payment for an existing invoice

Create time entry

Creates a new time entry

Add comment to estimate

Adds a comment to the specified estimate

Refund credit note

Refunds credit note by ID

Create credit note

Creates a new credit note

Send credit note

Sends the specified credit note to a recipient

Create estimate

Creates a new estimate

Create purchase order

Creates a new purchase order

Create task

Creates a new task in the selected project

Create bill

Creates a new bill

Mark invoice as sent

Marks the specified invoice as sent

Send invoice

Sends an existing invoice through email

Update purchase order status

Updates the status of the specified purchase order

Update invoice status

Updates the status of the specified invoice

Update sales order status

Updates the status of the specified sales order

Update purchase order

Updates the details of an existing purchase order

Create inventory adjustment

Creates an inventory adjustment

Update bill

Updates the details of an existing bill

Update recurring invoice

Updates the details of an existing recurring invoice

Update sales order

Updates the details of an existing sales order

Send estimate

Sends an existing estimate to the specified recipients

Update sales invoice

Updates the details of an existing sales invoice

Update estimate status

Updates the status of the specified estimate

Update estimate

Updates an existing estimate

Update credit note

Updates the details of an existing credit note

Update recurring expense

Updates the details of an existing recurring expense

Update retainer invoice

Updates the details of an existing retainer invoice

Update item

Updates the details of an existing item

Update expense

Updates the details of an existing expense

Submit or approve invoice

Submits the specified invoice for approval or approves it

Update contact

Updates the details of an existing contact

Update project

Updates the details of an existing project

Update status of recurring invoice

Updates the status of the specified recurring invoice

Fetch project

Fetches the details of an existing project by name

Fetch bill - By ID

Fetches the details of an existing bill by ID

Fetch retainer invoice

Fetches the details of an existing retainer invoice by number

Fetch recurring invoice

Fetches the details of an existing recurring invoice by profile name

Fetch bill - By number

Fetches the details of an existing bill by number

Fetch purchase order

Fetches the details of an existing purchase order by number

Fetch credit note

Fetches the details of an existing credit note by number

Fetch account

Fetches the details of an existing account by its ID

Fetch invoice - By CRM potential ID

Fetches the details of an existing invoice by CRM potential ID

Fetch estimate by number

Fetches the details of an existing estimate by its number

Fetch sales order

Fetches the details of an existing sales order by number

Fetch recurring expense

Fetches the details of an existing recurring expense by profile name

Fetch invoice - By number

Fetches the details of an existing invoice by number

Fetch user

Fetches the details of an existing user by email address

Fetch salesperson

Fetches the details of a salesperson by name or email. If the salesperson does not exist, you can choose to create a new one.

Fetch item - By ID

Fetches an item by specified ID. If the item does not exist, you can choose to create a new one.

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch item - By name

Fetches an item by its name. If the item does not exist, you can choose to create a new one

Fetch estimate by ID

Fetches the details of an existing estimate by ID

Fetch contact

Fetches a contact by email address, contact ID, or name. If the contact does not exist, you can choose to create a new one.

Fetch invoice - By ID

Fetches the details of an existing invoice by its ID

Fetch expense

Fetches an existing expense by ID or reference number. If the expense does not exist, you can choose to create a new one.