Triggers when there's a new job or project note.

Triggers when there's a new note on a lead.

Triggers when there's a new non job.

Triggers when a new purchase order is created.

Triggers when a call is updated.

Triggers when an estimate is updated.

Assign technicians to an existing appointment

Cancels an appointment.

Adds a contact to an existing booking

Creates a new customer

Creates a new customer note

Creates a new estimate

Creates a new Invoice Adjustment

Add attachments to a job

Create Lead (EXISTING Customer/Location)

Creates a new lead attribution call

Creates a lead follow up

Creates a new note in a lead

Adds a contact to an existing location

Creates new payroll adjustments

Create a new purchase order

Creates a new task

Detaches Job from the project.

Puts the appointment on hold.

Reschedules an appointment.

Updates an existing customer

Performs standard actions with the account

Updates an existing Installed Equipment.

Updates the items in an invoice by id

Updates a lead by id

Updates a project by id

Updates an existing technician

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Search appointments

Search Business Units

Get the categories in your pricebook.

Search for customers that match a query.

Searches an Employee

Search Estimates

Search Invoices

Search job types

Searches a Location

Search projects

Get data on all of the services in the pricebook

Searches a Technician

Search All Location Contacts

Triggers when a new row is added to the bottom of a spreadsheet.

Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

Triggers when a worksheet is created in a spreadsheet.

Create a new row in a specific spreadsheet.

Creates a new spreadsheet row at the top of a spreadsheet (after the header row).

Apply conditional formatting to cells in a Google Sheets spreadsheet based on their values.

Creates a new worksheet by copying an existing worksheet.

Creates a new worksheet in a Google Sheet.

Permanently delete a worksheet from a Google Sheets spreadsheet. Warning: This action cannot be undone.

Apply date, number, or style formatting (colors, bold, italic, strikethrough) to a range of cells in a Google Sheets spreadsheet.

Rename a worksheet in a Google Sheets spreadsheet.

Sort data within a specified range in Google Sheets by a chosen column in ascending or descending order.

Update one or more rows in a specific spreadsheet (with line item support).

Find up to 500 rows based on a column and value as line items.

Get data from a specific range in a Google Spreadsheet using A1 notation (e.g., "A1:D10", "B2:E5").

Get a specific spreadsheet row by its row number (ID). Row 1 is typically the header row.

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row.

Finds or creates a specific lookup row.

Triggers when there's a new job.

Triggers when there's a new lead.

Triggers when there's a new payment.

Triggers when there's a new technician.

Triggers when an equipment is updated.

Apply Tag Types to customer

Attaches Job to the specified project.