archive-employee | Archive an employee (soft-retire, reversible). | Action | 🔗 Github |
create-budget-cost-code-category | Create a cost code category within a budget | Action | 🔗 Github |
create-budget-cost-code | Create a cost code within a budget cost code category. | Action | 🔗 Github |
create-budget | Create a new budget for a project. | Action | 🔗 Github |
create-building | Register a new building/address in the workspace. | Action | 🔗 Github |
create-contact | Create (or find, if matching an existing company by name) a contact and its associated company in one call | Action | 🔗 Github |
create-contract | Create a new contract for a project. | Action | 🔗 Github |
create-contracted-invoice | Create a new AP invoice against a contract | Action | 🔗 Github |
create-daily-log | Create a new daily log for a project. | Action | 🔗 Github |
create-employee | Create a new employee record. | Action | 🔗 Github |
create-file | Create a file record by providing a URL for the platform to download from. | Action | 🔗 Github |
create-project | Create a new project | Action | 🔗 Github |
create-punch-item | Create a new punch item on a project. | Action | 🔗 Github |
create-rfi-solution | Add a proposed solution/answer to an RFI. | Action | 🔗 Github |
create-rfi | Create a new RFI on a project. | Action | 🔗 Github |
create-submittal-package | Create a new submittal package for a project. | Action | 🔗 Github |
create-submittal-type | Create a new submittal type for a project. | Action | 🔗 Github |
create-submittal | Create a new submittal within a package. | Action | 🔗 Github |
delete-budget-cost-code | Delete a budget cost code | Action | 🔗 Github |
get-budget | Get a single budget by id, including its cost code items, categories, and phases. | Action | 🔗 Github |
get-building | Get a single building by id. | Action | 🔗 Github |
get-company | Get a single company by id. | Action | 🔗 Github |
get-contact | Get a single contact by id. | Action | 🔗 Github |
get-contract | Get a single contract by id. | Action | 🔗 Github |
get-contracted-invoice | Get a single contracted invoice by id. | Action | 🔗 Github |
get-daily-log | Get a single daily log by id. | Action | 🔗 Github |
get-employee | Get a single employee by id. | Action | 🔗 Github |
get-project | Get a single project by id | Action | 🔗 Github |
get-punch-item | Get a single punch item by id. | Action | 🔗 Github |
get-rfi | Get a single RFI by id. | Action | 🔗 Github |
get-submittal | Get a single submittal by id. | Action | 🔗 Github |
list-account-types | List the workspace’s account types (permission role templates assigned to employees, e.g. Administrator, Standard). | Action | 🔗 Github |
list-budgets | List budgets across projects in this workspace. | Action | 🔗 Github |
list-buildings | List buildings/addresses registered in this workspace. | Action | 🔗 Github |
list-companies | List companies (vendors, subcontractors, clients, etc) in this workspace. | Action | 🔗 Github |
list-contacts | List contacts in this workspace | Action | 🔗 Github |
list-contracted-invoices | List AP invoices tied to contracts. | Action | 🔗 Github |
list-contracts | List contracts | Action | 🔗 Github |
list-daily-logs | List daily field logs for a project. | Action | 🔗 Github |
list-deleted-resources | List resources that have been deleted, optionally filtered by resource type and deletion date range. | Action | 🔗 Github |
list-employees | List employees (internal workspace users) in this workspace. | Action | 🔗 Github |
list-projects | List construction/real-estate projects in this workspace. | Action | 🔗 Github |
list-punch-items | List punch-list items (deficiency/completion tracking items) for a project. | Action | 🔗 Github |
list-rfis | List Requests for Information (RFIs) across projects. | Action | 🔗 Github |
list-submittal-packages | List submittal packages (groupings of related submittals) for a project. | Action | 🔗 Github |
list-submittal-types | List submittal types configured for a project | Action | 🔗 Github |
list-submittals | List submittals for a project. | Action | 🔗 Github |
list-tasks | List schedule tasks for a project. | Action | 🔗 Github |
unarchive-employee | Restore a previously archived employee. | Action | 🔗 Github |
update-budget-cost-code | Update an existing budget cost code. | Action | 🔗 Github |
update-company | Update fields on an existing company | Action | 🔗 Github |
update-contracted-invoice | Update fields on an existing contracted invoice. | Action | 🔗 Github |
update-employee | Update fields on an existing employee. | Action | 🔗 Github |
update-project | Update fields on an existing project. | Action | 🔗 Github |
budgets | Sync budgets across projects in this workspace. | Sync | 🔗 Github |
buildings | Sync buildings/addresses registered in this workspace. | Sync | 🔗 Github |
companies | Sync companies (this API’s equivalent of vendors/subcontractors/clients) in this workspace. | Sync | 🔗 Github |
contacts | Sync contacts (individual people) across companies in this workspace. | Sync | 🔗 Github |
contracted_invoices | Sync AP invoices tied to contracts | Sync | 🔗 Github |
contracts | Sync contracts across projects | Sync | 🔗 Github |
daily_logs | Sync daily field logs across projects. | Sync | 🔗 Github |
employees | Sync employee (internal user) records in this workspace. | Sync | 🔗 Github |
projects | Sync construction/real-estate projects in this workspace. | Sync | 🔗 Github |
punch_items | Sync punch-list items (deficiency/completion tracking) across projects. | Sync | 🔗 Github |
rfis | Sync Requests for Information (RFIs) across projects. | Sync | 🔗 Github |
submittals | Sync submittals across projects | Sync | 🔗 Github |