What actions can I run in Razorsync?

119 actions are available, including "Create a Contact", "Create a Contact Address", and "Create Address", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Razorsync Integrations

Field service management software for scheduling, dispatch, customers, and work orders. When Razorsync work moves, update stakeholders or kick the next automation.

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Watch AddressesTriggers when a new address is added or updated.
Watch AttachmentsTriggers when a new attachment is added or an existing one is modified.
Watch ContactsTriggers when a contact is created or updated.
Watch CustomersTriggers when a new customer is added or updated.
Watch InvoicesTriggers when a new invoice is created or updated.
Watch PaymentsTriggers when a new payment is added to the list.
Watch QuotesTriggers when a new quote is created.
Watch Service FormsTriggers when a new service form is submitted.
Watch Service ItemsTriggers when new service items are available.
Watch Service RequestsTriggers when a new service request is made.
Watch Work OrdersTriggers when a new work order is created or an existing one is updated.
Create a ContactAdds a new contact to the service.
Create a Contact AddressCreates a new contact address in the service.
Create AddressAdds a new address to the specified service.
Create Service ItemsCreates new service items based on provided parameters.
Get a ContactRetrieves information about a specific contact.
Get a Customer by Customer IDRetrieves a customer by their customer ID.
Get a Customer by Customer NumberRetrieves a customer's information using their customer number.
Get a Customer by Display NameRetrieves a customer using their display name.
Get AddressesRetrieves a list of addresses from the service.
Get a List of Contact AddressesRetrieves a list of contact addresses.
Get an Address by IDRetrieves an address using its ID.
Get an InvoiceRetrieves an invoice based on the provided ID.
Get a QuoteRetrieves a quote from the service.
Get a Service ItemRetrieves a service item using a specified identifier.
Get a Service RequestRetrieves a specific service request by its unique identifier.
Get a Work OrderRetrieves a work order from the system.
Get a WorkOrder Service Items ListRetrieves a list of service items from a work order.
Get ContactsRetrieves a list of contacts from the service.
Get Customer AttachmentsRetrieves attachments related to a specific customer.
Get CustomersRetrieves a list of customers from the service.
Get Field Values of a Customer Service FormRetrieves all field values from a customer service form.
Get Field Values of a Work Order Service FormRetrieves all field values from a specific work order service form.
Get InvoicesRetrieves invoices based on specified criteria.
Get InvoicesRetrieves invoices that can be exported to QuickBooks Desktop.
Get Invoice Service ItemsRetrieves a list of service items associated with an invoice.
Get Invoicing SettingsRetrieves the invoicing settings configuration.
Get Payments InfoGets all payment information that needs to be sent to QuickBooks Desktop List.
Get Quote AttachmentsRetrieves attachments associated with a quote.
Get QuotesRetrieves a list of quotes from the service.
Get Quotes Associated with a Work OrderRetrieves quotes related to a specific work order.
Get Service FormsRetrieves service forms from the platform.
Get Service FormsRetrieves all service forms attached to a specific work order or task.
Get Service Forms for All CustomersRetrieves service forms associated with all customers.
Get Service ItemsRetrieves all service items from the service.
Get Service Items Quote ListRetrieves a list of service items for a quote.
Get Service RequestsRetrieves service requests from the database.
Get SettingsRetrieves current settings from the service.
Get TaxCodesRetrieves all TaxCodes from the system.
Get TaxNamesRetrieves all tax names available in the service.
Get WorkOrder AttachmentsRetrieves attachments of a specific work order.
Get Work OrdersRetrieves work orders from the system.
Get Work Orders for Creating InvoicesRetrieves work orders that are ready to be used for invoice creation.
List AddressesRetrieves a list of addresses to be exported into QuickBooks as subcustomers.
List PaymentsRetrieves a list of payments.
List Service RequestsRetrieves the list of service requests to be exported into QuickBooks as jobs.
Search CustomersSearches for customers with pagination support.
Search CustomersSearches for customers using the parameters set on a portal.
Search Customers by Multiple FieldsSearches for customers using multiple fields.
Search Service RequestsSearches for service requests based on specified criteria.
Search Service RequestsSearches service requests based on the provided text criteria.
Search Service Requests with PaginationSearches for service requests and supports pagination of the results.
Update AddressUpdates an address for a specific user or entity.
Update QuickBooks IDs and NumbersUpdates the QuickBooks IDs and numbers for a specified entity.
Update QuickBooks Service Item IDsUpdates the service item IDs in QuickBooks.
Attach a Service Form to a CustomerAttaches a service form to a specific customer.
Attach a Service Form to a TaskAttaches a service form to a specific work order or task.
Create a CustomerCreates a new customer account in the system.
Create a Customer AttachmentCreates an attachment for a customer in the system.
Create an Invoice Service ItemCreates a service item on an invoice by adding necessary details and descriptions.
Create a QuoteCreates a quote in the system for a specified customer or client.
Create a Quote AttachmentCreates a quote attachment in the service.
Create a Quote Service ItemCreates a new service item within a quote.
Create a Service FormCreates a service form in the application.
Create a Service RequestCreates a new service request in the system.
Create a Tax CodeCreates a new tax code in the system.
Create a Tax NameCreates a tax name in the system.
Create a Work OrderCreates a work order in the system.
Create a Work Order AttachmentCreates a work order attachment in the system.
Create a WorkOrder Service ItemCreates a new work order service item in the system.
Create InvoiceCreates an invoice in the system.
Create PaymentCreates a payment using either cash or check.
Create Service Form FieldsCreates fields for a service form in the application.
Delete a ContactDeletes a contact from the address book or system.
Delete a Contact AddressDeletes a contact address from the database.
Delete a CustomerDeletes a customer from the database.
Delete AddressDeletes an address from the service.
Delete a QuoteDeletes a specific quote from the service.
Delete a Service ItemDeletes a specified service item from the service.
Delete a Service RequestDeletes a specified service request.
Delete a Tax CodeDeletes a tax code from the system.
Delete a Tax NameDeletes a specified tax name from the database.
Delete a Work OrderDeletes a work order from the system.
Delete a Work Order AttachmentDeletes an attachment from a work order.
Delete Customer AttachmentDeletes a customer attachment from the system.
Delete PaymentDeletes a payment from the system.
Delete Quote AttachmentDeletes an attachment from a quote.
Delete Quote Service ItemsDeletes quote service items from the specified database or list.
Delete WorkOrder Service ItemsDeletes work order service items from the system.
Download an AttachmentDownloads an attachment from the specified source.
Download a WorkOrder AttachmentDownloads an attachment from a work order.
Download Customer AttachmentDownloads a customer attachment based on specified parameters.
Download Quote AttachmentDownloads a quote attachment from the service.
Fill a Customer Service FormFills in a customer service form with the provided data.
Fill a Value for a Work Order Service FormFills the value for a field in a work order service form.
Generate Invoice EntitiesGenerates invoice entities based on provided parameters.
Make an API CallMakes an arbitrary API call with a specified request configuration.
Update a ContactUpdates the details of an existing contact.
Update a Customer AttachmentUpdates an attachment for a specific customer.
Update a QuoteUpdates a quote with new information.
Update a Quote AttachmentUpdates an attachment associated with a quote in the service.
Update a Quote Service ItemUpdates a specified quote service item.
Update a Service ItemUpdates a service item with new information or changes.
Update a Service RequestUpdates a service request with the provided information.
Update a Tax CodeUpdates a tax code in the system.
Update a Tax NameUpdates a tax name in the system.
Update a Work OrderUpdates a work order with new details or modifications.
Update a WorkOrder AttachmentUpdates an attachment in a work order.
Update a Work Order Service ItemUpdates a work order service item with the specified details.
Update CustomerUpdates a customer's information in the system.
Update PaymentUpdates a payment record with new information.
Update QuickBooks Desktop Identifiers for InvoicesUpdates QuickBooks Desktop identifiers for invoices.
Update QuickBooks IDsUpdates the QuickBooks IDs for a specified record.
Update QuickBooks IDs and NumbersUpdates QuickBooks IDs and numbers in the account.
Update QuickBooks IDs for an AddressUpdates QuickBooks IDs associated with an address.
Update QuickBooks Payment IDsUpdates QuickBooks payment IDs in the system.
Upload a Customer AttachmentUploads an attachment for a customer in the service.
Upload an AttachmentUploads an attachment to a specified location or service.
Upload a WorkOrder AttachmentUploads a WorkOrder attachment to the specified task or record.
Upload Quote AttachmentUploads a quote attachment to the specified location.

When to use Razorsync

Common scenarios where Razorsync automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Addresses" fires in Razorsync — start multi-step automations without polling or manual checks.
Use "Create a Contact Address" as an automated action in Razorsync so records stay consistent whenever something changes elsewhere in your stack.
Combine "Watch Contacts" from Razorsync with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Use in workflow automation

Start from Razorsync’s Watch Service Forms trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create an Invoice Service Item as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 130 ready-made steps for project management work, and every run records what went in and what came back.

Razorsync workflow on the canvas: Watch Service Forms then Create an Invoice Service Item

Frequently asked questions

Common questions about automating Razorsync in your workflows.

Razorsync has 11 triggers, including "Watch Addresses", "Watch Attachments", and "Watch Contacts", and more. Use them to start workflows the moment Razorsync events fire — no polling required.

Use in workflow automation

Start from Razorsync’s Watch Service Forms trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create an Invoice Service Item as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 130 ready-made steps for project management work, and every run records what went in and what came back.

Razorsync Integrations

When to use Razorsync

Use in workflow automation

Frequently asked questions

Razorsync Integrations

When to use Razorsync

Connect Razorsync to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Razorsync to any app in workflows

Connect Razorsync to any app in workflows

Connect Razorsync to any app in workflows

Razorsync Integrations

Razorsync triggers and actions

When to use Razorsync

Use in workflow automation

Frequently asked questions

What triggers does Razorsync support?

What actions can I run in Razorsync?

Do I need to write code to automate this?

Is the integration secure?

Razorsync Integrations

Razorsync triggers and actions

When to use Razorsync

Connect Razorsync to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Razorsync support?

What actions can I run in Razorsync?

Do I need to write code to automate this?

Is the integration secure?

Connect Razorsync to any app in workflows

Connect Razorsync to any app in workflows

Connect Razorsync to any app in workflows