Axonaut and Shape Integration

Axonaut modules

• Add a Document to a Company Adds a document, by external URL, to a company.
• Create a Company Creates a new company (customer, prospect or supplier) with its address and employees.
• Create a Company Address Creates a new address for a company.
• Create a Company Category Creates a new company category.
• Create a Delivery Note Creates a new delivery note from an invoice, quotation or order.
• Create a Pipeline Creates a new sales pipeline with its steps.
• Create a Product Creates a new product with its price, tax rate and stock settings.
• Create a Project Creates a new project with its dates, workload and expected cost and revenue.
• Create a Quotation Creates a new quotation for a company with its products, dates and discounts.
• Create a Supplier Creates a new supplier with its address and tax details.
• Create a Supplier Contract Creates a new recurring supplier contract with its expenses.
• Create a Task Creates a new task with its priority, dates and assigned workforce.
• Create a Ticket Creates a new support ticket for a company.
• Create a Time Tracking Logs time spent by a workforce member on a project, task or ticket.
• Create an Accounting Code Creates a new accounting code for sales or purchases.
• Create an Employee Creates a new employee (contact person) for a company.
• Create an Event Creates a new event, such as a call, meeting or email, linked to a company or opportunity.
• Create an Expense Creates a new expense linked to a supplier or workforce member.
• Create an Expense Payment Records a payment against an expense.
• Create an Invoice Creates a new invoice for a company with its products, dates and discounts.
• Create an Invoice Payment Records a payment against an invoice.
• Create an Opportunity Creates a new sales opportunity in a pipeline step.
• Create an Order (Contract) Creates a new order (contract) for a company with its products and recurring invoicing options.
• Delete a Company Deletes a company by its ID.
• Delete a Company Address Deletes a company address by its ID.
• Delete a Project Deletes a project by its ID.
• Delete a Supplier Delivery Receipt Deletes a receipt of a supplier delivery.
• Delete a Task Deletes a task by its ID.
• Delete a Time Tracking Deletes a time tracking by its ID.
• Delete an Employee Deletes an employee by its ID.
• Delete an Opportunity Deletes an opportunity by its ID.
• Download a Delivery Note Downloads the PDF of a delivery note.
• Download a Document Downloads the file of a company document.
• Get a Company Retrieves a single company by its ID.
• Get a Delivery Note Retrieves a single delivery note by its ID.
• Get a Document Retrieves a single document by its ID.
• Get a Miscellaneous Operation Retrieves a single miscellaneous operation by its ID.
• Get a Product Retrieves a single product by its ID.
• Get a Product's Stock Retrieves the current stock level of a product.
• Get a Project Retrieves a single project by its ID.
• Get a Quotation Retrieves a single quotation by its ID.
• Get a Supplier Retrieves a single supplier by its ID.
• Get a Supplier Contract Retrieves a single supplier contract by its ID.
• Get a Supplier Delivery Retrieves a single supplier delivery by its ID.
• Get a Task Retrieves a single task by its ID.
• Get a Ticket Retrieves a single ticket by its ID.
• Get a Workforce Retrieves a single workforce by its ID.
• Get an Employee Retrieves a single employee by its ID.
• Get an Expense Retrieves a single expense by its ID.
• Get an Invoice Retrieves a single invoice by its ID.