About this integration
Job and project management for professional services — create and track jobs, tasks, quotes, leads, clients, suppliers and purchase orders; post timesheets and costs; pull invoices, payments and capacity planning. Note: WorkflowMax API V2 does not support invoice/quote creation, note editing or job-phase endpoints — use the WorkflowMax product UI for those. Use it from the workflow canvas with no custom glue script required.
This integration exposes 4 triggers, 55 search modules and 66 actions as workflow nodes. Authentication uses oauth authentication.
How to connect
The credential form asks for Organisation ID, Client ID, and Client Secret.
OAuth asks you to approve openid, email, and profile before access is granted.
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
| Field | Type | Help |
|---|---|---|
Organisation IDRequired | text | The Organisation ID (a UUID) sent as the |
Client ID | text | Leave blank to use the platform's registered app. Issued at https://developer.workflowmax.com if you register your own. |
Client Secret | password | Leave blank to use the platform's registered app. Issued at https://developer.workflowmax.com if you register your own. |
Permissions requested
- openid
- profile
- workflowmax
- offline_access
Use it in workflow automation
Start with Watch Clients, then add Add Clients to Client Group.
Triggers, searches and actions
Use the tables below to inspect WorkflowMax's 4 triggers, 55 search modules, and 66 actions.
Triggers
4 triggers fire automatically when specified events occur — no polling or cron job needed.
- Watch Clients
- Watch Invoices
- Watch Jobs
- Watch Timesheets
Searches
Fetch data on demand using 55 search modules that query the app during a run.
- Get Accounts
- Get Business Structures
- Get Capacity Plan
- Get Client
- Get Client Contact
50more searches
Actions
66 action modules cover the full range of create, update, and delete operations.
- Add Clients to Client Group
- Add Contact to Client
- Add Job Templates to Job
- Add Staff to Job
- Create Client
61more actions
Explore the fields available for each WorkflowMax trigger, search, and action.
Triggers
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Export Code | text |
Client Manager UUID | text |
Job Manager UUID | text |
Referral Source | text |
Prospect | boolean |
Archived | boolean |
Favorite | boolean |
Addresses | array |
10other output fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Invoice Number | text |
Description | text |
Client UUID | text |
Contact UUID | text |
Date | date |
Due Date | date |
Sent | boolean |
Status | text |
Type | text |
12other output fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Job Number | text |
Name | text |
Client UUID | text |
Client Contact UUID | text |
Description | text |
Client Order Number | text |
Budget | number |
Job Status UUID | text |
Job Category UUID | text |
18other output fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Job | object |
UUID | text |
Job Number | text |
Name | text |
Job Task | object |
UUID | text |
Name | text |
Label | text |
Staff | object |
UUID | text |
First Name | text |
Last Name | text |
Time (Minutes) | number |
Start Time | text |
End Time | text |
Date | date |
Note | text |
Billable | boolean |
5other output fields
Searches
Input fields
| Field | Type |
|---|---|
Updated Since | text |
Page | number |
Page Size | number |
Sort By | choice |
Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Code | text |
Type | text |
Name | text |
Created At | text |
Updated At | text |
Deleted At | text |
Input fields
| Field | Type |
|---|---|
Name | text |
Updated Since | text |
Page | number |
Page Size | number |
Sort By | choice |
Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Business Type | text |
Created At | text |
Updated At | text |
Input fields
| Field | Type |
|---|---|
Staff | choice |
Job | choice |
Job Task | choice |
Updated Since | date |
Deleted Since | date |
Start Date | date |
End Date | date |
Includes | text |
Page | number |
Page Size | number |
3other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Staff | object |
UUID | text |
First Name | text |
Last Name | text |
Job | object |
UUID | text |
Job Number | text |
Job Name | text |
Job Task | object |
UUID | text |
Name | text |
Label | text |
Start Date | date |
End Date | date |
Minutes Planned | number |
Minutes Planned Within Period | number |
Details | array |
Created At | date |
2other output fields
Input fields
| Field | Type |
|---|---|
ClientRequired | choice |
Includes | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Export Code | text |
Client Manager | object |
UUID | text |
First Name | text |
Last Name | text |
Job Manager | object |
UUID | text |
First Name | text |
Last Name | text |
Referral Source | text |
Prospect | boolean |
Archived | boolean |
Favorite | boolean |
Addresses | array |
10other output fields
Input fields
| Field | Type |
|---|---|
Contact UUIDRequired | text |
Includes | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
First Name | text |
Last Name | text |
Favourite | boolean |
Salutation | text |
Addressee | text |
Mobile | text |
Email | text |
Phone | text |
6other output fields
Input fields
| Field | Type |
|---|---|
Client UUIDRequired | choice |
Updated Since | date |
Page | number |
Page Size | number |
Sort By | choice |
Sort Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Title | text |
File Name | text |
File Size | number |
Note | text |
Phase | text |
Uploaded By | object |
First Name | text |
Last Name | text |
Download URL | text |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
Client GroupRequired | choice |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Taxable | boolean |
Favourite | boolean |
Clients | array |
Input fields
| Field | Type |
|---|---|
Name | text |
Includes | text |
Updated Since | date |
Page | number |
Page Size | number |
Sort By | choice |
Sort Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Taxable | boolean |
Favourite | boolean |
Clients | array |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
Name | text |
Status | text |
Includes | text |
Updated Since | date |
Page | number |
Page Size | number |
Sort By | choice |
Sort Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Export Code | text |
Client Manager UUID | text |
Job Manager UUID | text |
Referral Source | text |
Prospect | boolean |
Archived | boolean |
Favorite | boolean |
Addresses | array |
10other output fields
Input fields
| Field | Type |
|---|---|
Name | text |
Updated Since | text |
Page | number |
Page Size | number |
Sort By | choice |
Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Markup | number |
Payment Term | text |
Payment Day | number |
Created At | text |
Updated At | text |
Input fields
| Field | Type |
|---|---|
CostRequired | choice |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Cost Code | text |
Note | text |
Type | text |
Billable | boolean |
Unit Cost | number |
Unit Price | number |
Unit Cost (Foreign Currency) | array |
Supplier | object |
UUID | text |
Name | text |
6other output fields
Input fields
| Field | Type |
|---|---|
Name | text |
Updated Since | date |
Page | number |
Page Size | number |
Sort By | choice |
Sort Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Cost Code | text |
Note | text |
Type | text |
Billable | boolean |
Unit Cost | number |
Unit Price | number |
Unit Cost (Foreign Currency) | array |
Income Account | text |
6other output fields
Input fields
| Field | Type |
|---|---|
Updated Since | text |
Page | number |
Page Size | number |
Sort By | choice |
Order | choice |
Includes | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Type | text |
Mandatory | boolean |
Link | text |
Options | array |
Objects | object |
Client | object |
Contact | object |
Supplier | object |
Job | object |
Lead | object |
Job Task | object |
Job Cost | object |
Timesheet | object |
Quote | object |
Created At | text |
Updated At | text |
Input fields
| Field | Type |
|---|---|
InvoiceRequired | choice |
Includes | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Invoice Number | text |
Description | text |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Email | text |
Date | date |
Due Date | date |
Sent | boolean |
Status | text |
Type | text |
12other output fields
Input fields
| Field | Type |
|---|---|
InvoiceRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Job UUID | text |
Job Cost UUID | text |
Cost UUID | text |
Phase | object |
UUID | text |
Name | text |
Supplier | object |
UUID | text |
Name | text |
Name | text |
Description | text |
Cost Code | text |
Cost Note | text |
12other output fields
Input fields
| Field | Type |
|---|---|
Updated Since | date |
Client | choice |
Page | number |
Page Size | number |
Order | choice |
Sort | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Invoice | object |
UUID | text |
Invoice Number | text |
Client | object |
UUID | text |
Name | text |
Title | text |
Phase | text |
Description | text |
Date | date |
Created By | object |
UUID | text |
First Name | text |
Last Name | text |
Comments | array |
Created At | date |
1other output field
Input fields
| Field | Type |
|---|---|
Client | choice |
Updated Since | date |
Status | text |
Includes | text |
Created From | date |
Created To | date |
Page | number |
Page Size | number |
Sort | choice |
Order | choice |
1other input field
Output fields
| Field | Type |
|---|---|
UUID | text |
Invoice Number | text |
Description | text |
Client UUID | text |
Contact UUID | text |
Date | date |
Due Date | date |
Sent | boolean |
Status | text |
Type | text |
12other output fields
Input fields
| Field | Type |
|---|---|
JobRequired | choice |
Includes | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Job Number | text |
Name | text |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Email | text |
Description | text |
Client Order Number | text |
Budget | number |
Job Status | object |
UUID | text |
Job Status | text |
Job Category | object |
UUID | text |
Job Category | text |
15other output fields
Input fields
| Field | Type |
|---|---|
Status | text |
Updated Since | text |
Page | number |
Page Size | number |
Order | choice |
Sort By | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Description | text |
Income Account | text |
Cost Of Sale Account | text |
Created At | text |
Updated At | text |
Deleted At | text |
Input fields
| Field | Type |
|---|---|
JobRequired | choice |
Includes | text |
Updated Since | date |
Page | number |
Page Size | number |
Sort By | choice |
Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Date | date |
Description | text |
Cost Code | text |
Note | text |
Quantity | number |
Unit Cost | number |
Unit Price | number |
Type | text |
Cost UUID | text |
7other output fields
Input fields
| Field | Type |
|---|---|
Job UUIDRequired | choice |
Updated Since | date |
Page | number |
Page Size | number |
Sort By | choice |
Sort Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Title | text |
File Name | text |
File Size | number |
Note | text |
Phase | object |
UUID | text |
Name | text |
Download URL | text |
Uploaded By | object |
UUID | text |
First Name | text |
Last Name | text |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
Client | choice |
Staff | choice |
Updated Since | date |
Deleted Since | date |
Created From | date |
Created To | date |
Status | text |
Includes | text |
Page | number |
Page Size | number |
3other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Job Number | text |
Name | text |
Client UUID | text |
Client Contact UUID | text |
Description | text |
Client Order Number | text |
Budget | number |
Job Status UUID | text |
Job Category UUID | text |
18other output fields
Input fields
| Field | Type |
|---|---|
Task Name | text |
Label | text |
Job | choice |
Staff | choice |
Task | choice |
Updated Since | date |
Start Date From | date |
Start Date To | date |
Due Date From | date |
Due Date To | date |
7other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Task UUID | text |
Job | object |
UUID | text |
Job Number | text |
Job Name | text |
Name | text |
Label | text |
Phase | object |
UUID | text |
Name | text |
Description | text |
Billable | boolean |
Custom Billable Rate | number |
Completed At | date |
12other output fields
Input fields
| Field | Type |
|---|---|
Updated Since | text |
Page | number |
Page Size | number |
Sort By | choice |
Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Type | text |
Show In My Jobs | boolean |
Show In Schedule | boolean |
Lock Costs | boolean |
Lock Timesheets | boolean |
Created At | text |
Updated At | text |
Input fields
| Field | Type |
|---|---|
Updated Since | text |
Includes | text |
Page | number |
Page Size | number |
Sort By | choice |
Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Description | text |
Job Category | object |
UUID | text |
Name | text |
Job Cost Actual | boolean |
Created At | text |
Updated At | text |
Costs | array |
UUID | text |
Cost UUID | text |
Phase UUID | text |
Quantity | number |
Billable | boolean |
Order | number |
Tasks | array |
UUID | text |
Task UUID | text |
Phase UUID | text |
Label | text |
Description | text |
Minutes | number |
Billable | boolean |
Order | number |
To-dos | array |
Milestones | array |
UUID | text |
Phase UUID | text |
Name | text |
Due After | number |
Period | text |
1other output field
Input fields
| Field | Type |
|---|---|
LeadRequired | choice |
Includes | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Status | object |
UUID | text |
Name | text |
Owner | object |
UUID | text |
First Name | text |
Last Name | text |
Description | text |
Date | date |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Lead Category | object |
UUID | text |
Name | text |
Estimated Value | number |
10other output fields
Input fields
| Field | Type |
|---|---|
Name | text |
Updated Since | text |
Status | text |
Page | number |
Page Size | number |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Created At | text |
Updated At | text |
Deleted At | text |
Input fields
| Field | Type |
|---|---|
Lead UUIDRequired | choice |
Updated Since | date |
Page | number |
Page Size | number |
Sort By | choice |
Sort Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Title | text |
File Name | text |
File Size | number |
Note | text |
Phase | text |
Download URL | text |
Uploaded By | object |
UUID | text |
First Name | text |
Last Name | text |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
Client | choice |
Lead Category | choice |
Lead Status | choice |
Updated Since | date |
Deleted Since | date |
Created From | date |
Created To | date |
Won/Lost Date From | date |
Won/Lost Date To | date |
Includes | text |
5other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Lead Status UUID | text |
Owner UUID | text |
Description | text |
Date | date |
Client UUID | text |
Contact UUID | text |
Lead Category UUID | text |
Estimated Value | number |
11other output fields
Input fields
| Field | Type |
|---|---|
Updated Since | text |
Page | number |
Page Size | number |
Sort By | choice |
Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Type | text |
Created At | text |
Updated At | text |
Likelihood | number |
Order | number |
Is System | boolean |
Background Color | text |
Border Color | text |
1other output field
Output fields
| Field | Type |
|---|---|
User | object |
UUID | text |
Name | text |
Email | text |
Organization | object |
Name | text |
Input fields
| Field | Type |
|---|---|
Page | number |
Page Size | number |
Order | choice |
Sort | choice |
Updated Since | date |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Invoice UUID | text |
Date | date |
Amount | number |
Reference | text |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
Purchase OrderRequired | choice |
Includes | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Supplier | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Jobs | array |
Purchase Order Number | text |
Currency | text |
Currency Exchange Rate | number |
Status | text |
Billing Status | text |
Stock Receipt Status | text |
Description | text |
12other output fields
Input fields
| Field | Type |
|---|---|
Purchase Order | choice |
Job | choice |
Updated Since | date |
Created From | date |
Created To | date |
Includes | text |
Status | text |
Page | number |
Page Size | number |
Sort | choice |
3other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Purchase Order UUID | text |
Date | date |
Bill Number | text |
Supplier Invoice Number | text |
Due Date | date |
Status | text |
Stock Receipt ID | text |
Receipt Date | date |
Tax | array |
5other output fields
Input fields
| Field | Type |
|---|---|
Purchase Order UUIDRequired | choice |
Updated Since | date |
Page | number |
Page Size | number |
Sort By | choice |
Sort Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Title | text |
File Name | text |
File Size | number |
Note | text |
Phase | object |
UUID | text |
Name | text |
Download URL | text |
Uploaded By | object |
UUID | text |
First Name | text |
Last Name | text |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
Job | choice |
Supplier | choice |
Updated Since | date |
Created From | date |
Created To | date |
Status | text |
Stock Receipt Status | text |
Billing Status | text |
Includes | text |
Page | number |
5other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Supplier UUID | text |
Jobs | array |
Purchase Order Number | text |
Currency | text |
Currency Exchange Rate | number |
Status | text |
Billing Status | text |
Stock Receipt Status | text |
Description | text |
12other output fields
Input fields
| Field | Type |
|---|---|
Purchase Order | choice |
Updated Since | date |
Created From | date |
Created To | date |
Includes | text |
Page | number |
Page Size | number |
Sort | choice |
Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Purchase Order UUID | text |
Date | date |
Stock Receipt Note | text |
Stock Receipt ID | text |
Bill Number | text |
Supplier Invoice Number | text |
Bill Date | date |
Due Date | date |
Tax | array |
5other output fields
Input fields
| Field | Type |
|---|---|
QuoteRequired | choice |
Includes | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Quote Number | text |
Quote Name | text |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Salesperson | object |
UUID | text |
First Name | text |
Last Name | text |
Lead | object |
UUID | text |
Name | text |
Job | object |
UUID | text |
Number | text |
Type | text |
Is Job Master Quote | boolean |
20other output fields
Input fields
| Field | Type |
|---|---|
Quote UUIDRequired | choice |
Updated Since | date |
Page | number |
Page Size | number |
Sort By | choice |
Sort Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Title | text |
File Name | text |
File Size | number |
Note | text |
Phase | text |
Download URL | text |
Uploaded By | object |
UUID | text |
First Name | text |
Last Name | text |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
Updated Since | date |
Client | choice |
Quote | choice |
Page | number |
Page Size | number |
Sort Order | choice |
Sort By | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Quote | object |
UUID | text |
Client | object |
UUID | text |
Title | text |
Phase | text |
Description | text |
Date | date |
Created By | object |
UUID | text |
Comments | array |
Created At | date |
1other output field
Input fields
| Field | Type |
|---|---|
Client | choice |
Updated Since | date |
Deleted Since | date |
Created From | date |
Created To | date |
Status | text |
Includes | text |
Page | number |
Page Size | number |
Sort By | choice |
2other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Quote Number | text |
Quote Name | text |
Client UUID | text |
Contact UUID | text |
Salesperson UUID | text |
Lead | object |
UUID | text |
Name | text |
Job | object |
UUID | text |
Number | text |
Is Job Master Quote | boolean |
Type | text |
20other output fields
Input fields
| Field | Type |
|---|---|
Quote VariationRequired | choice |
Includes | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Variation Number | text |
Variation Name | text |
Client UUID | text |
Contact UUID | text |
Salesperson UUID | text |
Job UUID | text |
Quote UUID | text |
Type | text |
Variation Reason | text |
19other output fields
Input fields
| Field | Type |
|---|---|
Created From | date |
Created To | date |
Updated Since | date |
Deleted Since | date |
Quote | choice |
Client | choice |
Status | text |
Includes | text |
Page | number |
Page Size | number |
3other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Variation Number | text |
Variation Name | text |
Client UUID | text |
Contact UUID | text |
Salesperson UUID | text |
Job UUID | text |
Quote UUID | text |
Type | text |
Variation Reason | text |
19other output fields
Input fields
| Field | Type |
|---|---|
Name | text |
Updated Since | text |
Page | number |
Page Size | number |
Sort By | choice |
Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Created At | text |
Updated At | text |
Input fields
| Field | Type |
|---|---|
Updated Since | date |
Status | text |
Includes | text |
Page | number |
Page Size | number |
Sort By | choice |
Sort Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
First Name | text |
Last Name | text |
Currently Working | boolean |
Base Rate | number |
Billable Rate | number |
Director | boolean |
Fee Earner | boolean |
Full Time Equivalent | number |
Payroll Code | text |
9other output fields
Input fields
| Field | Type |
|---|---|
Staff MemberRequired | choice |
Includes | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
First Name | text |
Last Name | text |
Currently Working | boolean |
Base Rate | number |
Billable Rate | number |
Director | boolean |
Fee Earner | boolean |
Full Time Equivalent | number |
Payroll Code | text |
9other output fields
Input fields
| Field | Type |
|---|---|
SupplierRequired | choice |
Includes | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Export Code | text |
Status | text |
Favourite | boolean |
Currency | text |
Zero Rated GST | array |
Addresses | array |
Contacts | array |
Contact Details | object |
Email | text |
Phone | text |
Fax | text |
Website | text |
7other output fields
Input fields
| Field | Type |
|---|---|
Supplier Contact UUIDRequired | text |
Includes | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Supplier | object |
UUID | text |
Name | text |
First Name | text |
Last Name | text |
Phone | text |
Mobile | text |
Email | text |
Position | text |
Custom Fields | array |
Created At | date |
2other output fields
Input fields
| Field | Type |
|---|---|
Supplier UUIDRequired | choice |
Updated Since | date |
Page | number |
Page Size | number |
Sort By | choice |
Sort Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Title | text |
File Name | text |
File Size | number |
Note | text |
Phase | text |
Download URL | text |
Uploaded By | object |
UUID | text |
First Name | text |
Last Name | text |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
Name | text |
Updated Since | date |
Status | text |
Includes | text |
Page | number |
Page Size | number |
Sort | choice |
Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Export Code | text |
Status | text |
Favourite | boolean |
Currency | text |
Zero Rated GST | array |
Addresses | array |
Contacts | array |
Contact Details | object |
Email | text |
Phone | text |
Fax | text |
Website | text |
7other output fields
Input fields
| Field | Type |
|---|---|
TaskRequired | choice |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Description | text |
Base Rate | number |
Billable Rate | number |
Export Code | text |
Tracking Categories | array |
Taxes | array |
Custom Client Rates | array |
Custom Staff Rates | array |
5other output fields
Input fields
| Field | Type |
|---|---|
Name | text |
Updated Since | date |
Status | text |
Includes | text |
Page | number |
Page Size | number |
Sort By | choice |
Sort Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Description | text |
Base Rate | number |
Billable Rate | number |
Export Code | text |
Tracking Categories | array |
Taxes | array |
Custom Client Rates | array |
Custom Staff Rates | array |
5other output fields
Input fields
| Field | Type |
|---|---|
Name | text |
Updated Since | text |
Page | number |
Page Size | number |
Sort By | choice |
Order | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Type | text |
Rate | number |
Created At | text |
Updated At | text |
Input fields
| Field | Type |
|---|---|
TimesheetRequired | choice |
Includes | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Job | object |
UUID | text |
Job Number | text |
Name | text |
Job Task | object |
UUID | text |
Name | text |
Label | text |
Staff | object |
UUID | text |
First Name | text |
Last Name | text |
Time (Minutes) | number |
Start Time | text |
End Time | text |
Date | date |
Note | text |
Billable | boolean |
4other output fields
Input fields
| Field | Type |
|---|---|
Job | choice |
Job Task | choice |
Staff | choice |
Invoice | choice |
Updated Since | date |
Includes | text |
Created From | date |
Created To | date |
Date From | date |
Date To | date |
5other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Job | object |
UUID | text |
Job Number | text |
Name | text |
Job Task | object |
UUID | text |
Name | text |
Label | text |
Staff | object |
UUID | text |
First Name | text |
Last Name | text |
Time (Minutes) | number |
Start Time | text |
End Time | text |
Date | date |
Note | text |
Billable | boolean |
5other output fields
Actions
Input fields
| Field | Type |
|---|---|
Client GroupRequired | choice |
ClientsRequired | array |
Client | object |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Taxable | boolean |
Favourite | boolean |
Clients | array |
Input fields
| Field | Type |
|---|---|
ClientRequired | choice |
Position | text |
Primary Contact | boolean |
Include In Emails | boolean |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Export Code | text |
Client Manager | object |
UUID | text |
First Name | text |
Last Name | text |
Job Manager | object |
UUID | text |
First Name | text |
Last Name | text |
Referral Source | text |
Prospect | boolean |
Archived | boolean |
Favorite | boolean |
Contacts | array |
2other output fields
Input fields
| Field | Type |
|---|---|
JobRequired | choice |
Job TemplatesRequired | array |
Job Template | object |
Task ModeRequired | text |
Input fields
| Field | Type |
|---|---|
JobRequired | choice |
StaffRequired | choice |
Custom Billable Rate | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Job Number | text |
Name | text |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Email | text |
Description | text |
Client Order Number | text |
Budget | number |
Job Status | object |
UUID | text |
Job Status | text |
Job Category | object |
UUID | text |
Job Category | text |
14other output fields
Input fields
| Field | Type |
|---|---|
Name | text |
First Name | text |
Last Name | text |
Other Name | text |
Email | text |
Phone | text |
Fax | text |
Website | text |
Referral Source | text |
Client Manager | choice |
27other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Export Code | text |
Client Manager | object |
UUID | text |
First Name | text |
Last Name | text |
Job Manager | object |
UUID | text |
First Name | text |
Last Name | text |
Referral Source | text |
Prospect | boolean |
Archived | boolean |
Favorite | boolean |
Addresses | array |
8other output fields
Input fields
| Field | Type |
|---|---|
First NameRequired | text |
Last Name | text |
Salutation | text |
Addressee | text |
Phone | text |
Mobile | text |
Email | text |
Favourite | boolean |
Clients | array |
Client Link | object |
Custom Fields | array |
Custom Field | object |
Output fields
| Field | Type |
|---|---|
UUID | text |
Salutation | text |
First Name | text |
Last Name | text |
Archived | boolean |
Addressee | text |
Phone | text |
Mobile | text |
Email | text |
Favourite | boolean |
5other output fields
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Taxable | boolean |
Favourite | boolean |
Clients | array |
Client | object |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Taxable | boolean |
Favourite | boolean |
Clients | array |
Input fields
| Field | Type |
|---|---|
Cost NameRequired | text |
Unit CostRequired | number |
Unit PriceRequired | number |
TypeRequired | text |
BillableRequired | boolean |
Cost Code | text |
Note | text |
Supplier | choice |
Income Account | choice |
Cost of Sale Account | choice |
3other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Cost Code | text |
Note | text |
Type | text |
Billable | boolean |
Unit Cost | number |
Unit Price | number |
Unit Cost (Foreign Currency) | array |
Supplier | object |
UUID | text |
Name | text |
6other output fields
Input fields
| Field | Type |
|---|---|
NameRequired | text |
TypeRequired | text |
MandatoryRequired | boolean |
ObjectsRequired | text |
Link | text |
Options | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Type | text |
Mandatory | boolean |
Options | text |
Objects | object |
Client | object |
Contact | object |
Supplier | object |
Job | object |
Lead | object |
Job Task | object |
Job Cost | object |
Timesheet | object |
Quote | object |
Created At | text |
Updated At | text |
Input fields
| Field | Type |
|---|---|
ClientRequired | choice |
Job Number | text |
Job NameRequired | text |
Client Order Number | text |
Budget | number |
Description | text |
StatusRequired | choice |
Job Category | choice |
Exclude From Estimated Billings | boolean |
Start DateRequired | date |
6other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Job Number | text |
Name | text |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Email | text |
Description | text |
Client Order Number | text |
Budget | number |
Job Status | object |
UUID | text |
Job Status | text |
Job Category | object |
UUID | text |
Job Category | text |
14other output fields
Input fields
| Field | Type |
|---|---|
JobRequired | choice |
Cost | choice |
Cost Name | text |
DateRequired | date |
ActualRequired | boolean |
Unit Cost | number |
Unit Price | number |
QuantityRequired | number |
Supplier | choice |
Cost Code | text |
4other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Date | date |
Cost Name | text |
Cost Code | text |
Note | text |
Quantity | number |
Unit Cost | number |
Unit Price | number |
Type | text |
Cost UUID | text |
8other output fields
Input fields
| Field | Type |
|---|---|
JobRequired | choice |
Job Task | choice |
TitleRequired | text |
NoteRequired | text |
Created By | choice |
Output fields
| Field | Type |
|---|---|
UUID | text |
Title | text |
Phase UUID | text |
Description | text |
Date | date |
Created By | object |
UUID | text |
First Name | text |
Last Name | text |
Comments | text |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
JobRequired | choice |
From Master QuoteRequired | boolean |
Status | text |
Valid From | date |
Valid To | date |
Salesperson | choice |
Quote Name | text |
Budget | number |
Fixed Price | boolean |
Description | text |
1other input field
Output fields
| Field | Type |
|---|---|
UUID | text |
Quote Number | text |
Quote Name | text |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Salesperson | object |
UUID | text |
First Name | text |
Last Name | text |
Lead | object |
UUID | text |
Name | text |
Job | object |
UUID | text |
Number | text |
Type | text |
Is Job Master Quote | boolean |
20other output fields
Input fields
| Field | Type |
|---|---|
JobRequired | choice |
TaskRequired | choice |
Label | text |
Description | text |
Billable | boolean |
Estimated Minutes | number |
Start Date | date |
End Date | date |
Custom Billable Rate | number |
Staff | array |
Staff | object |
1other input field
Output fields
| Field | Type |
|---|---|
UUID | text |
Task UUID | text |
Job | object |
UUID | text |
Job Number | text |
Job Name | text |
Name | text |
Label | text |
Phase | object |
UUID | text |
Name | text |
Description | text |
Billable | boolean |
Custom Billable Rate | number |
Completed At | date |
9other output fields
Input fields
| Field | Type |
|---|---|
ClientRequired | choice |
NameRequired | text |
Lead DateRequired | date |
Estimated ValueRequired | number |
Lead Category | choice |
Lead Template | choice |
Details | text |
Owner | choice |
Estimated Start Date | date |
Estimated Duration (Weeks) | number |
1other input field
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Status | text |
Description | text |
Date | date |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Lead Category | object |
UUID | text |
Name | text |
Quotes | array |
Estimated Value | number |
5other output fields
Input fields
| Field | Type |
|---|---|
SupplierRequired | choice |
Description | text |
Delivery Address | text |
StatusRequired | choice |
Currency | text |
Currency Exchange Rate | number |
JobsRequired | array |
Jobs | object |
Output fields
| Field | Type |
|---|---|
UUID | text |
Supplier | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Jobs | array |
Purchase Order Number | text |
Currency | text |
Currency Exchange Rate | number |
Status | text |
Description | text |
Delivery Address | text |
Date | date |
6other output fields
Input fields
| Field | Type |
|---|---|
Purchase OrderRequired | choice |
DateRequired | date |
Due DateRequired | date |
Supplier Bill NumberRequired | text |
Receipt Date | date |
Stock Receipt | choice |
Costs | array |
Costs | object |
Additional Items | array |
Additional Items | object |
Output fields
| Field | Type |
|---|---|
UUID | text |
Purchase Order UUID | text |
Bill Date | date |
Bill Number | text |
Supplier Invoice Number | text |
Due Date | date |
Status | text |
Stock Receipt ID | text |
Receipt Date | date |
Tax | array |
5other output fields
Input fields
| Field | Type |
|---|---|
Purchase OrderRequired | choice |
DateRequired | date |
Stock Receipt IDRequired | text |
Bill | choice |
Bill Date | date |
Due Date | date |
Supplier Bill Number | text |
Stock Receipt Note | text |
Costs | array |
Costs | object |
Additional Items | array |
Additional Items | object |
Output fields
| Field | Type |
|---|---|
UUID | text |
Purchase Order UUID | text |
Date | date |
Stock Receipt Note | text |
Stock Receipt ID | text |
Supplier Bill Number | text |
Bill Date | date |
Due Date | date |
Tax | array |
Amount Ex Tax | number |
4other output fields
Input fields
| Field | Type |
|---|---|
ClientRequired | choice |
Quote NameRequired | text |
Type | choice |
Job Template | choice |
Salesperson | choice |
Description | text |
Budget | number |
Valid From | date |
Valid To | date |
Optional Items Explanation | text |
3other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Quote Number | text |
Quote Name | text |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Salesperson | object |
UUID | text |
First Name | text |
Last Name | text |
Lead | object |
UUID | text |
Name | text |
Job | object |
UUID | text |
Number | text |
Type | text |
Is Job Master Quote | boolean |
20other output fields
Input fields
| Field | Type |
|---|---|
QuoteRequired | choice |
QuantityRequired | number |
Cost | choice |
Cost Name | text |
Unit Cost | number |
Unit Price | number |
Type | choice |
Cost Code | text |
Billable | boolean |
Optional | boolean |
5other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Quote Number | text |
Quote Name | text |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Salesperson | object |
UUID | text |
First Name | text |
Last Name | text |
Lead | object |
UUID | text |
Name | text |
Job | object |
UUID | text |
Number | text |
Type | text |
Is Job Master Quote | boolean |
18other output fields
Input fields
| Field | Type |
|---|---|
First NameRequired | text |
Last NameRequired | text |
EmailRequired | |
Base RateRequired | number |
Billable RateRequired | number |
Full Time EquivalentRequired | number |
Currently Working | boolean |
Notes | text |
Payroll Code | text |
Director | boolean |
7other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
First Name | text |
Last Name | text |
Currently Working | boolean |
Base Rate | number |
Billable Rate | number |
Director | boolean |
Fee Earner | boolean |
Full Time Equivalent | number |
Payroll Code | text |
8other output fields
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Favorite (favorite, no "u" — the vendor's request spelling) | boolean |
Email | text |
Phone | text |
Fax | text |
Website | text |
Currency | text |
Addresses | array |
Addresses | object |
Zero Rated Tax | choice |
Export Code (exportcode, all-lowercase — QK-7) | text |
2other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Export Code | text |
Status | text |
Favourite | boolean |
Currency | text |
Zero Rated GST | array |
Addresses | array |
Contacts | array |
Contact Details | object |
Email | text |
Phone | text |
Fax | text |
Website | text |
6other output fields
Input fields
| Field | Type |
|---|---|
SupplierRequired | choice |
First NameRequired | text |
Last NameRequired | text |
Email | text |
Phone | text |
Mobile | text |
Position | text |
CC In Email | boolean |
Primary | boolean |
Custom Fields | array |
Custom Fields | object |
Output fields
| Field | Type |
|---|---|
UUID | text |
Supplier | object |
UUID | text |
Name | text |
First Name | text |
Last Name | text |
Phone | text |
Mobile | text |
Email | text |
Position | text |
Custom Fields | array |
Created At | date |
2other output fields
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Base RateRequired | number |
Billable RateRequired | number |
Description | text |
Export Code | text |
Income Account | choice |
Tax | array |
Tax | object |
Custom Client Rates | array |
Custom Client Rate | object |
Custom Staff Rates | array |
Custom Staff Rate | object |
Historic Rates | array |
Historic Rate | object |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Description | text |
Base Rate | number |
Billable Rate | number |
Taxes | array |
Custom Client Rates | array |
Custom Staff Rates | array |
Historic Rates | array |
Export Code | text |
4other output fields
Input fields
| Field | Type |
|---|---|
Job TaskRequired | choice |
StaffRequired | choice |
DateRequired | date |
Minutes | number |
Start Time | time |
End Time | time |
Note | text |
Billable | boolean |
Custom Fields | array |
Custom Field | object |
Output fields
| Field | Type |
|---|---|
UUID | text |
Job | object |
UUID | text |
Job Number | text |
Name | text |
Job Task | object |
UUID | text |
Name | text |
Label | text |
Staff | object |
UUID | text |
First Name | text |
Last Name | text |
Time (Minutes) | number |
Start Time | text |
End Time | text |
Date | date |
Note | text |
Billable | boolean |
1other output field
Input fields
| Field | Type |
|---|---|
ClientRequired | choice |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
Contact UUIDRequired | text |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
ClientRequired | choice |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Export Code | text |
Client Manager | object |
UUID | text |
First Name | text |
Last Name | text |
Job Manager | object |
UUID | text |
First Name | text |
Last Name | text |
Referral Source | text |
Prospect | boolean |
Archived | boolean |
Favorite | boolean |
Contacts | array |
2other output fields
Input fields
| Field | Type |
|---|---|
Client GroupRequired | choice |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
CostRequired | choice |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
Custom Rate TypeRequired | choice |
Staff | choice |
Client | choice |
Task | choice |
Applied Up To Date | text |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
JobRequired | choice |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
JobRequired | choice |
StaffRequired | choice |
Output fields
| Field | Type |
|---|---|
UUID | text |
Job Number | text |
Name | text |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Email | text |
Description | text |
Client Order Number | text |
Budget | number |
Job Status | object |
UUID | text |
Job Status | text |
Job Category | object |
UUID | text |
Job Category | text |
14other output fields
Input fields
| Field | Type |
|---|---|
Job TaskRequired | choice |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
Purchase OrderRequired | choice |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
SupplierRequired | choice |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
Supplier Contact UUIDRequired | text |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
TaskRequired | choice |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
TimesheetRequired | choice |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
Output fields
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
Input fields
| Field | Type |
|---|---|
Client GroupRequired | choice |
ClientsRequired | array |
Client | object |
Output fields
| Field | Type |
|---|---|
Message | text |
Input fields
| Field | Type |
|---|---|
ClientRequired | choice |
Name | text |
First Name | text |
Last Name | text |
Other Name | text |
Email | text |
Phone | text |
Fax | text |
Website | text |
Referral Source | text |
23other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Export Code | text |
Client Manager | object |
UUID | text |
First Name | text |
Last Name | text |
Job Manager | object |
UUID | text |
First Name | text |
Last Name | text |
Referral Source | text |
Prospect | boolean |
Archived | boolean |
Favorite | boolean |
Addresses | array |
8other output fields
Input fields
| Field | Type |
|---|---|
Contact UUIDRequired | text |
First Name | text |
Last Name | text |
Salutation | text |
Archived | boolean |
Addressee | text |
Phone | text |
Mobile | text |
Email | text |
Favourite | boolean |
1other input field
Output fields
| Field | Type |
|---|---|
UUID | text |
Salutation | text |
First Name | text |
Last Name | text |
Archived | boolean |
Addressee | text |
Phone | text |
Mobile | text |
Email | text |
Favourite | boolean |
5other output fields
Input fields
| Field | Type |
|---|---|
ClientRequired | choice |
Position | text |
Primary Contact | boolean |
Include In Emails | boolean |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Export Code | text |
Client Manager | object |
UUID | text |
First Name | text |
Last Name | text |
Job Manager | object |
UUID | text |
First Name | text |
Last Name | text |
Referral Source | text |
Prospect | boolean |
Archived | boolean |
Favorite | boolean |
Contacts | array |
2other output fields
Input fields
| Field | Type |
|---|---|
Client GroupRequired | choice |
Name | text |
Taxable | boolean |
Favourite | boolean |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Taxable | boolean |
Favourite | boolean |
Clients | array |
Input fields
| Field | Type |
|---|---|
CostRequired | choice |
Cost Name | text |
Unit Cost | number |
Unit Price | number |
Type | text |
Billable | boolean |
Cost Code | text |
Note | text |
Supplier | choice |
Income Account | choice |
4other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Cost Code | text |
Note | text |
Type | text |
Billable | boolean |
Unit Cost | number |
Unit Price | number |
Unit Cost (Foreign Currency) | array |
Supplier | object |
UUID | text |
Name | text |
6other output fields
Input fields
| Field | Type |
|---|---|
Custom FieldRequired | choice |
Name | text |
Mandatory | boolean |
Objects | text |
Link | text |
Options | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Type | text |
Mandatory | boolean |
Options | text |
Objects | object |
Client | object |
Contact | object |
Supplier | object |
Job | object |
Lead | object |
Job Task | object |
Job Cost | object |
Timesheet | object |
Quote | object |
Created At | text |
Updated At | text |
Input fields
| Field | Type |
|---|---|
Custom Rate TypeRequired | choice |
Staff | choice |
Client | choice |
Task | choice |
Applied Up To Date | text |
Base Rate | text |
Billable RateRequired | text |
Input fields
| Field | Type |
|---|---|
JobRequired | choice |
Client | choice |
Job Number | text |
Job Name | text |
Client Order Number | text |
Budget | number |
Description | text |
Status | choice |
Job Category | choice |
Exclude From Estimated Billings | boolean |
6other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Job Number | text |
Name | text |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Email | text |
Description | text |
Client Order Number | text |
Budget | number |
Job Status | object |
UUID | text |
Job Status | text |
Job Category | object |
UUID | text |
Job Category | text |
14other output fields
Input fields
| Field | Type |
|---|---|
Job | choice |
Cost | choice |
Cost Name | text |
Date | date |
Actual | boolean |
Unit Cost | number |
Unit Price | number |
Quantity | number |
Phase UUID | text |
Supplier | choice |
5other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Date | date |
Cost Name | text |
Cost Code | text |
Note | text |
Quantity | number |
Unit Cost | number |
Unit Price | number |
Type | text |
Cost UUID | text |
8other output fields
Input fields
| Field | Type |
|---|---|
JobRequired | choice |
StaffRequired | choice |
Custom Billable RateRequired | number |
Output fields
| Field | Type |
|---|---|
UUID | text |
Job Number | text |
Name | text |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Email | text |
Description | text |
Client Order Number | text |
Budget | number |
Job Status | object |
UUID | text |
Job Status | text |
Job Category | object |
UUID | text |
Job Category | text |
14other output fields
Input fields
| Field | Type |
|---|---|
Job TaskRequired | choice |
Task | choice |
Estimated Minutes | number |
Phase UUID | text |
Label | text |
Description | text |
Billable | boolean |
Custom Billable Rate | number |
Start Date | date |
End Date | date |
3other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Task UUID | text |
Job | object |
UUID | text |
Job Number | text |
Job Name | text |
Name | text |
Label | text |
Phase | object |
UUID | text |
Name | text |
Description | text |
Billable | boolean |
Custom Billable Rate | number |
Completed At | date |
9other output fields
Input fields
| Field | Type |
|---|---|
LeadRequired | choice |
Client | choice |
Estimated Value | number |
Estimated Start Date | date |
Estimated Duration (Days) | number |
Name | text |
Details | text |
Lead Category | choice |
Owner | choice |
Lead Date | date |
1other input field
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Status | text |
Description | text |
Date | date |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Lead Category | object |
UUID | text |
Name | text |
Quotes | array |
Estimated Value | number |
5other output fields
Input fields
| Field | Type |
|---|---|
QuoteRequired | choice |
Client | choice |
Type | choice |
Job Template | choice |
Task Mode | text |
Quote Name | text |
Salesperson | choice |
Description | text |
Budget | number |
Valid From | date |
4other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Quote Number | text |
Quote Name | text |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Salesperson | object |
UUID | text |
First Name | text |
Last Name | text |
Lead | object |
UUID | text |
Name | text |
Job | object |
UUID | text |
Number | text |
Type | text |
Is Job Master Quote | boolean |
20other output fields
Input fields
| Field | Type |
|---|---|
Quote Cost UUIDRequired | text |
Cost | choice |
Cost Name | text |
Unit Cost | number |
Unit Price | number |
Quantity | number |
Type | choice |
Cost Code | text |
Billable | boolean |
Optional | boolean |
5other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Quote Number | text |
Quote Name | text |
Client | object |
UUID | text |
Name | text |
Phone Number | text |
Email | text |
Contact | object |
UUID | text |
First Name | text |
Last Name | text |
Phone Number | text |
Mobile Number | text |
Salesperson | object |
UUID | text |
First Name | text |
Last Name | text |
Lead | object |
UUID | text |
Name | text |
Job | object |
UUID | text |
Number | text |
Type | text |
Is Job Master Quote | boolean |
18other output fields
Input fields
| Field | Type |
|---|---|
Staff MemberRequired | choice |
First Name | text |
Last Name | text |
Base Rate | number |
Billable Rate | number |
Full Time Equivalent | number |
Currently Working | boolean |
Notes | text |
Payroll Code | text |
Director | boolean |
5other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
First Name | text |
Last Name | text |
Currently Working | boolean |
Base Rate | number |
Billable Rate | number |
Director | boolean |
Fee Earner | boolean |
Full Time Equivalent | number |
Payroll Code | text |
8other output fields
Input fields
| Field | Type |
|---|---|
SupplierRequired | choice |
Name | text |
Favorite (favorite, no "u" — the vendor's request spelling) | boolean |
Email | text |
Phone | text |
Fax | text |
Website | text |
Currency | text |
Addresses | array |
Addresses | object |
Zero Rated Tax | choice |
3other input fields
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Export Code | text |
Status | text |
Favourite | boolean |
Currency | text |
Zero Rated GST | array |
Addresses | array |
Contacts | array |
Contact Details | object |
Email | text |
Phone | text |
Fax | text |
Website | text |
6other output fields
Input fields
| Field | Type |
|---|---|
Supplier Contact UUIDRequired | text |
First Name | text |
Last Name | text |
Email | text |
Phone | text |
Mobile | text |
Position | text |
CC In Email | boolean |
Primary | boolean |
Custom Fields | array |
Custom Fields | object |
Output fields
| Field | Type |
|---|---|
UUID | text |
Supplier | object |
UUID | text |
Name | text |
First Name | text |
Last Name | text |
Phone | text |
Mobile | text |
Email | text |
Position | text |
Custom Fields | array |
Created At | date |
2other output fields
Input fields
| Field | Type |
|---|---|
TaskRequired | choice |
Name | text |
Base Rate | number |
Billable Rate | number |
Description | text |
Export Code | text |
Income Account | choice |
Tax | array |
Tax | object |
Output fields
| Field | Type |
|---|---|
UUID | text |
Name | text |
Description | text |
Base Rate | number |
Billable Rate | number |
Taxes | array |
Custom Client Rates | array |
Custom Staff Rates | array |
Historic Rates | array |
Export Code | text |
4other output fields
Input fields
| Field | Type |
|---|---|
TimesheetRequired | choice |
Job Task | choice |
Staff | choice |
Date | date |
Minutes | number |
Start Time | time |
End Time | time |
Note | text |
Billable | boolean |
Custom Fields | array |
Custom Field | object |
Output fields
| Field | Type |
|---|---|
UUID | text |
Job | object |
UUID | text |
Job Number | text |
Name | text |
Job Task | object |
UUID | text |
Name | text |
Label | text |
Staff | object |
UUID | text |
First Name | text |
Last Name | text |
Time (Minutes) | number |
Start Time | text |
End Time | text |
Date | date |
Note | text |
Billable | boolean |
1other output field
Input fields
| Field | Type |
|---|---|
Client UUIDRequired | choice |
TitleRequired | text |
FilenameRequired | text |
FileRequired | text |
Note | text |
Phase | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Title | text |
File Name | text |
File Size | number |
Note | text |
Phase | text |
Download URL | text |
Uploaded By | object |
UUID | text |
First Name | text |
Last Name | text |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
JobRequired | choice |
TitleRequired | text |
FilenameRequired | text |
FileRequired | text |
Note | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Title | text |
File Name | text |
File Size | number |
Note | text |
Phase | object |
UUID | text |
Name | text |
Download URL | text |
Uploaded By | object |
UUID | text |
First Name | text |
Last Name | text |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
Lead UUIDRequired | choice |
TitleRequired | text |
FilenameRequired | text |
FileRequired | text |
Note | text |
Phase | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Title | text |
File Name | text |
File Size | number |
Note | text |
Phase | text |
Download URL | text |
Uploaded By | object |
UUID | text |
First Name | text |
Last Name | text |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
Purchase Order IdentifierRequired | choice |
TitleRequired | text |
FilenameRequired | text |
FileRequired | text |
Note | text |
Purchase Order Phase | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Title | text |
File Name | text |
File Size | number |
Note | text |
Phase | object |
UUID | text |
Name | text |
Download URL | text |
Uploaded By | object |
UUID | text |
First Name | text |
Last Name | text |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
Quote UUIDRequired | choice |
TitleRequired | text |
FilenameRequired | text |
FileRequired | text |
Note | text |
Phase | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Title | text |
File Name | text |
File Size | number |
Note | text |
Phase | text |
Download URL | text |
Uploaded By | object |
UUID | text |
First Name | text |
Last Name | text |
Created At | date |
Updated At | date |
Input fields
| Field | Type |
|---|---|
Supplier UUIDRequired | choice |
TitleRequired | text |
FilenameRequired | text |
FileRequired | text |
Note | text |
Phase | text |
Output fields
| Field | Type |
|---|---|
UUID | text |
Title | text |
File Name | text |
File Size | number |
Note | text |
Phase | text |
Download URL | text |
Uploaded By | object |
UUID | text |
First Name | text |
Last Name | text |
Created At | date |
Updated At | date |