Triggers when a person is changed.
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
Triggers when a new invoice is created.
Triggers when a new customer is added.
Triggers when a new bill is created.
Deletes an existing company by its company Id
Creates a new Todo
Create a new Communication Record
Creates a new person
Create a new Project
Creates a new Timeline Event
Reconnect QuickBooks with viaSocket effortlessly. Explore our detailed instructions and tips to ensure smooth integration and improved financial management.
Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.
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Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn MoreQuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
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