Connect Claude & ChatGPT to CleanOps

490 tools for CleanOps

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_customer_noteChanges dataAdd an internal note to a customer by `customer_id` with the note `body`.
• add_job_noteChanges dataAdd an internal note to a job by `job_id` with `note_text`.
• add_lead_noteChanges dataAdd an internal note to a lead by `lead_id` with `note_text`.
• approve_avatarVisible to othersConfirm a avatar. Has effects visible outside this system. API summary: Confirm avatar upload.
• approve_logoVisible to othersConfirm a logo. Has effects visible outside this system. API summary: Confirm logo upload.
• approve_pdfVisible to othersConfirm a pdf (kind). Has effects visible outside this system. API summary: Confirm a waiver/disclaimer PDF upload.
• approve_quoteVisible to othersAccept a quote (estimate id). Has effects visible outside this system. API summary: Accept an estimate (public).
• approve_service_requestVisible to othersApprove a service request (service request id). Has effects visible outside this system.
• approve_submissionVisible to othersApprove a submission (submission id). Has effects visible outside this system.
• archive_a_marketing_campaignVisible to othersArchive a campaign (campaign id). Has effects visible outside this system. API summary: Archive a marketing campaign.
• archive_a_public_formVisible to othersArchive a public form (public form id). Has effects visible outside this system.
• archive_a_quoteVisible to othersArchive a quote (quote id). Has effects visible outside this system.
• archive_campaignVisible to othersDisable a campaign (campaign id). Has effects visible outside this system. API summary: Disable an automation campaign and skip its queued runs.
• archive_customerVisible to othersArchive a customer (customer id). Has effects visible outside this system.
• archive_expenseVisible to othersArchive a expense (expense id). Has effects visible outside this system. API summary: Archive expense.
• archive_invoiceVisible to othersArchive a invoice (invoice id). Has effects visible outside this system. API summary: Archive an invoice.
• archive_packageVisible to othersArchive a package (maintenance package id). Has effects visible outside this system. API summary: Archive a maintenance package.
• archive_projectVisible to othersArchive a project (job id). Has effects visible outside this system. API summary: Archive a job.
• archive_promo_codeVisible to othersDisable a promo code (promo code id). Has effects visible outside this system. API summary: State transition: disable.
• archive_promo_code_archiveVisible to othersArchive a promo code (promo code id). Has effects visible outside this system. API summary: State transition: archive.
• archive_public_formVisible to othersDisable a public form (public form id). Has effects visible outside this system.
• archive_quoteVisible to othersArchive a quote (estimate id). Has effects visible outside this system. API summary: Archive an estimate.
• archive_segmentVisible to othersArchive a segment (segment id). Has effects visible outside this system. API summary: Archive a segment (soft delete).
• archive_service_requestVisible to othersArchive a service request (service request id). Has effects visible outside this system.
• archive_templateVisible to othersArchive a template (template id). Has effects visible outside this system.
• cancel_campaignDeletesCancel a campaign (campaign id). Destructive action; may require approval. API summary: Cancel a scheduled marketing campaign.
• cancel_pending_downgradeMoves moneyPermanently delete a subscription. Financial or irreversible action; may require approval. API summary: Cancel pending downgrade.
• cancel_subscriptionDeletesCancel a subscription (maintenance plan id). Destructive action; may require approval. API summary: Cancel a maintenance plan.
• complete_jobVisible to othersMark a job as completed by `job_id`, with optional completion_notes and actual_end_time.
• convert_lead_to_customerChanges dataConvert a lead into a customer by `lead_id`.
• create_a_lead_sourceChanges dataCreate a new lead. Required: name. Search leads first to avoid duplicates. API summary: Create a lead source.
• create_announcement_acknowledgeChanges dataCreate a new acknowledge for a announcement. API summary: Acknowledge an announcement.
• create_appleChanges dataCreate a new apple. Required: identity token. API summary: Authenticate with Apple.
• create_booster_checkoutChanges dataCreate a new booster checkout. Required: tier. API summary: Create a Stripe Checkout Session for a marketing booster purchase.
• create_campaignChanges dataCreate a new campaign. Required: campaign. Search campaigns first to avoid duplicates. API summary: Create a marketing campaign (draft).
• create_campaign_pauseChanges dataCreate a new pause for a campaign. API summary: Pause an active automation campaign.
• create_campaign_resumeChanges dataCreate a new resume for a campaign. API summary: Resume a paused automation campaign.
• create_checkoutChanges dataCreate a new checkout. Required: plan type. API summary: Create Stripe checkout session.
• create_connectChanges dataCreate a new connect. API summary: Start Stripe Connect onboarding.
• create_connect_companycam_connectChanges dataCreate a new connect. API summary: Connect CompanyCam.
• create_contactChanges dataCreate a new contact. Required: email, message or name. API summary: Submit contact form.
• create_customerChanges dataCreate a customer with full_name and email (required), plus company_name, phone_number, type and customer_addresses. Search first to avoid duplicates.
• create_customer_2Changes dataCreate a new customer. Required: content type or filename. Search customers first to avoid duplicates. API summary: Presign a customer-note photo upload.
• create_customer_addressChanges dataCreate a new address for a customer. Required: address. API summary: Create a saved customer address.
• create_customer_customer_note_photo_discardChanges dataCreate a new customer. Required: object key. Search customers first to avoid duplicates. API summary: Discard a staged customer-note photo.
• create_customer_expense_presign_mediaChanges dataCreate a new customer. Required: content type or filename. Search customers first to avoid duplicates. API summary: Presign media upload.
• create_customer_integrations_qbo_push_customersChanges dataCreate a new customer. Required: ids. Search customers first to avoid duplicates. API summary: Push selected customers to QBO.
• create_customer_job_presign_photoChanges dataCreate a new customer. Required: content type, filename or kind. Search customers first to avoid duplicates. API summary: Get presigned URL for photo upload.
• create_customer_portal_invitation_get_linkVisible to othersCreate a new customer for a customer. Search customers first to avoid duplicates. Has effects visible outside this system. API summary: Create customer portal invitation (get link).
• create_customer_user_profile_switch_customerChanges dataCreate a new customer. Required: customer id. Search customers first to avoid duplicates. API summary: Switch to a different customer account.
• create_disclaimerChanges dataCreate a new disclaimer. API summary: Accept disclaimers for quote.
• create_disconnectChanges dataCreate a new disconnect. API summary: Disconnect Zapier.
• create_disconnect_companycam_disconnectChanges dataCreate a new disconnect. API summary: Disconnect CompanyCam.
• create_disconnect_integrations_gcal_disconnectChanges dataCreate a new disconnect. API summary: Disconnect Google Calendar.
• create_disconnect_integrations_qbo_disconnectChanges dataCreate a new disconnect. API summary: Disconnect QuickBooks Online.
• create_disconnect_integrations_stripe_disconnectChanges dataCreate a new disconnect. API summary: Disconnect Stripe account.
• create_employeeChanges dataCreate a new employee. Required: email, first name or last name. API summary: Create employee invitation.
• create_expenseChanges dataCreate a new expense. Required: amount, category id or date of expense. Search expenses first to avoid duplicates. API summary: Create expense.
• create_expense_mediumVisible to othersCreate a new medium for a expense. Required: byte size, content type, filename or storage key. Has effects visible outside this system. API summary: Finalize media upload.
• create_feedbackVisible to othersCreate a new feedback. Has effects visible outside this system. API summary: Submit cancellation or downgrade feedback.
• create_finish_manual_syncChanges dataCreate a new finish manual sync. API summary: Mark manual sync as complete.
• create_fix_syncChanges dataCreate a new fix sync. Required: customer ids, invoice ids or source. API summary: Apply fix sync to selected items.
• create_follow_upChanges dataCreate a new follow up. Required: send after unit, send after value or type. API summary: Create a follow-up.
• create_follow_up_job_schedule_follow_upChanges dataCreate a new follow up. Required: channel, message, send after unit, send after value or trigger. API summary: Schedule a follow-up for a job.
• create_follow_up_rule_reset_templateChanges dataCreate a new reset template for a follow up rule. API summary: Reset follow-up template to default.
• create_forgot_passwordDeletesCreate a new forgot password. Required: email. Destructive action; may require approval. API summary: Request password reset.
• create_generateChanges dataCreate a new generate. API summary: Generate a unique promo code string.
• create_googleChanges dataCreate a new google. Required: code or redirect uri. API summary: Authenticate with Google.
• create_invoiceChanges dataCreate an invoice: customer_id, invoice_date, due_date and line_items (description, quantity, unit_price) required, plus job_id, tax, discounts, notes and include_payment_link.
• create_invoice_2Changes dataCreate a new invoice. Required: ids. Search invoices first to avoid duplicates. API summary: Push selected invoices to QBO.
• create_invoice_invoice_apply_promoChanges dataCreate a new invoice for a invoice. Required: code. Search invoices first to avoid duplicates. API summary: Apply a promo code to an invoice.
• create_invoice_invoice_change_statusChanges dataCreate a new invoice for a invoice. Required: status. Search invoices first to avoid duplicates. API summary: Change invoice status.
• create_invoice_paymentChanges dataCreate a new payment for a invoice. API summary: Get Stripe payment link for invoice.
• create_invoice_record_viewChanges dataCreate a new record view for a invoice. API summary: Record first view of invoice.
• create_invoice_revoke_linkChanges dataCreate a new revoke link for a invoice. API summary: Revoke a invoice public link.
• create_invoice_rotate_linkChanges dataCreate a new rotate link for a invoice. API summary: Replace a invoice public link.
• create_jobChanges dataCreate a job for a customer_id (required) with description, address, status, scheduled_start_time and duration_hours (or scheduled_dates for multi-day jobs), assigned_to_id and quote_id. May notify the customer unless suppress_notifications is true.
• create_leadChanges dataCreate a lead with name (required), email, phone_number, address, lead_source, lead_status, tags, notes, next_action and next_step_date.
• create_lead_2Changes dataCreate a new lead for a lead. Required: event type or scheduled at. Search leads first to avoid duplicates. API summary: Schedule an event on a lead.
• create_lead_api_lead_source_reorderChanges dataCreate a new lead. Required: ordered ids. Search leads first to avoid duplicates. API summary: Reorder lead sources.
• create_lead_quoteChanges dataCreate a new quote for a lead. Search quotes first to avoid duplicates. API summary: Create an estimate on a lead.
• create_notification_template_resetChanges dataCreate a new reset for a notification template. API summary: Reset template to default.
• create_packageChanges dataCreate a new package. Search packages first to avoid duplicates. API summary: Create a maintenance package.
• create_portalChanges dataCreate a new portal. API summary: Create Stripe billing portal session.
• create_pricing_templateChanges dataCreate a new pricing template. Required: complexity, cost per unit, surface type or unit. API summary: Create a pricing template.
• create_projectChanges dataCreate a new project for a project. Search projects first to avoid duplicates. API summary: Notify customer the technician is on the way.
• create_project_clock_inChanges dataCreate a new clock in for a project. API summary: Clock in to a job.
• create_project_clock_outChanges dataCreate a new clock out for a project. API summary: Clock out from a job.
• create_project_feedbackChanges dataCreate a new feedback for a project. Required: rating. API summary: Create customer feedback for a job.
• create_project_job_change_statusChanges dataCreate a new project for a project. Required: status. Search projects first to avoid duplicates. API summary: Change job status.
• create_project_photoChanges dataCreate a new photo for a project. Required: byte size, content type, filename, kind or object key. API summary: Finalize photo upload.
• create_project_revoke_linkChanges dataCreate a new revoke link for a project. API summary: Revoke a job public link.
• create_project_rotate_linkChanges dataCreate a new rotate link for a project. API summary: Replace a job public link.
• create_promo_codeChanges dataCreate a new promo code. Required: promo code. Search promo codes first to avoid duplicates. API summary: Create a Marketing promo code.
• create_promo_code_end_nowChanges dataCreate a new end now for a promo code. API summary: State transition: endnow.
• create_promo_code_resumeChanges dataCreate a new resume for a promo code. API summary: State transition: resume.
• create_public_formChanges dataCreate a new public form. Required: kind or name. Search public forms first to avoid duplicates. API summary: Create a public form.
• create_public_form_revoke_tokenDeletesCreate a new revoke token for a public form. Destructive action; may require approval. API summary: Revoke a public form's token.
• create_public_form_rotate_tokenDeletesCreate a new rotate token for a public form. Destructive action; may require approval. API summary: Rotate a public form's token.
• create_quoteChanges dataCreate a quote for a customer: customer_id and line_items (description, quantity, unit_price) required, plus address, tax, discounts, notes and require_signature.
• create_quote_2Changes dataCreate a new quote for a quote. Search quotes first to avoid duplicates. API summary: Create a maintenance plan from a quote.
• create_quote_estimate_change_statusChanges dataCreate a new quote for a quote. Required: status. Search quotes first to avoid duplicates. API summary: Change an estimate's status.
• create_quote_estimate_convertChanges dataCreate a new quote for a quote. Search quotes first to avoid duplicates. API summary: Convert an estimate to a quote.
• create_quote_quote_apply_promoChanges dataCreate a new quote for a quote. Required: code. Search quotes first to avoid duplicates. API summary: Apply a promo code to a quote.
• create_quote_quote_change_statusChanges dataCreate a new quote for a quote. Required: status. Search quotes first to avoid duplicates. API summary: Change quote status.
• create_quote_quote_signatureChanges dataCreate a new quote for a quote. Required: signature mode or signed name. Search quotes first to avoid duplicates. API summary: Capture an electronic signature on a quote.
• create_quote_record_viewChanges dataCreate a new record view for a quote. API summary: Record first view of quote.
• create_quote_revoke_linkChanges dataCreate a new revoke link for a quote. API summary: Revoke a quote public link.
• create_quote_revoke_link_estimate_revoke_public_linkChanges dataCreate a new revoke link for a quote. API summary: Revoke a estimate public link.
• create_quote_rotate_linkChanges dataCreate a new rotate link for a quote. API summary: Replace a quote public link.
• create_reconnectChanges dataCreate a new reconnect. Required: choice. API summary: Handle QBO reconnect choice.
• create_registerChanges dataCreate a new register. Required: email or password. API summary: Register new user.
• create_reminderChanges dataCreate a new reminder. Required: job id or scheduled at. API summary: Create a reminder.
• create_reminder_job_schedule_reminderChanges dataCreate a new reminder. Required: audience, channel, message, send after unit, send after value or trigger. API summary: Schedule a reminder for a job.
• create_reminder_rule_reset_templateChanges dataCreate a new reset template for a reminder rule. API summary: Reset reminder template to default.
• create_resetChanges dataCreate a new reset. API summary: Reset brand colors to defaults.
• create_reset_passwordDeletesCreate a new reset password. Required: password or token. Destructive action; may require approval. API summary: Reset password with token.
• create_rotateChanges dataCreate a new rotate. API summary: Rotate the combined intake link.
• create_segmentChanges dataCreate a new segment. Required: segment. Search segments first to avoid duplicates. API summary: Create a segment.
• create_service_requestChanges dataCreate a new service request. Required: customer id. Search service requests first to avoid duplicates. API summary: Create a service request.
• create_service_request_change_statusChanges dataCreate a new change status for a service request. Required: status. API summary: Change service request status.
• create_service_request_photoChanges dataCreate a new photo for a service request. Required: byte size, content type, filename or object key. API summary: Finalize photo upload.
• create_sms_consentVisible to othersCreate a new sms consent. Required: consent type. Has effects visible outside this system. API summary: Grant SMS consent.
• create_sms_consent_notification_preferences_grant_sms_consentVisible to othersCreate a new sms consent. Has effects visible outside this system. API summary: Grant SMS consent for notifications.
• create_subscriptionChanges dataCreate a new subscription. Required: billing method, customer id, frequency, name, package id or start date. API summary: Create a maintenance plan.
• create_subscription_billing_portal_sessionChanges dataCreate a new billing portal session for a subscription. API summary: Create a Stripe Billing Portal session.
• create_subscription_pauseChanges dataCreate a new pause for a subscription. API summary: Pause a maintenance plan.
• create_subscription_resumeChanges dataCreate a new resume for a subscription. API summary: Resume a paused maintenance plan.
• create_subscription_subscribeChanges dataCreate a new subscribe for a subscription. API summary: Get Stripe Checkout URL for a pending auto-charge plan.
• create_surface_typeChanges dataCreate a new surface type. Required: name. API summary: Create a surface type.
• create_templateChanges dataCreate a new template. Required: template. Search templates first to avoid duplicates. API summary: Create a template.
• create_ticketChanges dataCreate a new ticket. Required: category, description or subject. Search tickets first to avoid duplicates. API summary: Create a support ticket.
• create_ticket_mediumChanges dataCreate a new medium for a ticket. Required: byte size, content type, filename or object key. API summary: Finalize media upload.
• create_ticket_messageVisible to othersCreate a new message for a ticket. Required: message. Has effects visible outside this system. API summary: Add message to ticket.
• create_waiverChanges dataCreate a new waiver. API summary: Accept liability waiver for quote.
• create_webhookDeletesCreate a new webhook. Required: events or url. Destructive action; may require approval. API summary: Create a webhook endpoint.
• create_webhook_rotateDeletesCreate a new rotate for a webhook. Destructive action; may require approval. API summary: Rotate webhook secret.
• create_webhook_testDeletesCreate a new test for a webhook. Destructive action; may require approval. API summary: Send test webhook.
• delete_a_lead_sourceDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Delete a lead source.
• delete_a_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval.
• delete_avatarsMoves moneyPermanently delete a avatar. Financial or irreversible action; may require approval. API summary: Remove avatar.
• delete_campaignDeletesPermanently delete a campaign by campaign id. Destructive action; may require approval. API summary: Delete a marketing campaign (draft or scheduled only).
• delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval.
• delete_customer_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Remove a saved customer address.
• delete_customer_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a customer's note.
• delete_customer_portal_accessesMoves moneyPermanently delete a portal access by customer id. Financial or irreversible action; may require approval. API summary: Revoke customer portal access.
• delete_employeeDeletesPermanently delete a employee by employee id. Destructive action; may require approval. API summary: Delete an invitation.
• delete_expenseDeletesPermanently delete a expense by expense id. Destructive action; may require approval. API summary: Delete expense.
• delete_expense_mediumDeletesPermanently delete a medium by media id. Destructive action; may require approval. API summary: Delete media.
• delete_follow_upDeletesPermanently delete a follow up by follow up id. Destructive action; may require approval. API summary: Delete a follow-up.
• delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete an invoice.
• delete_invoicesMoves moneyPermanently delete a invoice by invoice id. Financial or irreversible action; may require approval. API summary: Clear the promo code applied to an invoice.
• delete_leadDeletesPermanently delete a lead by lead id 2. Destructive action; may require approval. API summary: Delete a lead event.
• delete_lead_api_lead_deleteDeletesPermanently delete a lead by lead id. Destructive action; may require approval.
• delete_lead_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a lead's note.
• delete_logosMoves moneyPermanently delete a logo. Financial or irreversible action; may require approval. API summary: Remove logo.
• delete_notificationDeletesPermanently delete a notification by notification id. Destructive action; may require approval.
• delete_notificationsMoves moneyPermanently delete a notification. Financial or irreversible action; may require approval. API summary: Delete multiple notifications.
• delete_packageDeletesPermanently delete a package by package id. Destructive action; may require approval. API summary: Delete a maintenance package.
• delete_pricing_templateDeletesPermanently delete a pricing template by pricing template id. Destructive action; may require approval.
• delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete a job.
• delete_project_feedbackDeletesPermanently delete a feedback by feedback id. Destructive action; may require approval. API summary: Delete customer feedback for a job.
• delete_project_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a job note.
• delete_project_photoDeletesPermanently delete a photo by photo id. Destructive action; may require approval.
• delete_project_seriesMoves moneyPermanently delete a series by job id. Financial or irreversible action; may require approval. API summary: Delete an entire job series.
• delete_promo_codeDeletesPermanently delete a promo code by promo code id. Destructive action; may require approval. API summary: Delete a draft Marketing promo code.
• delete_public_formDeletesPermanently delete a public form by public form id. Destructive action; may require approval.
• delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Permanently delete an estimate.
• delete_quotesMoves moneyPermanently delete a quote by quote id. Financial or irreversible action; may require approval. API summary: Clear the promo code applied to a quote.
• delete_reminderDeletesPermanently delete a reminder by reminder id. Destructive action; may require approval.
• delete_segmentDeletesPermanently delete a segment by segment id. Destructive action; may require approval. API summary: Delete a segment (hard delete).
• delete_service_requestDeletesPermanently delete a service request by service request id. Destructive action; may require approval.
• delete_service_request_photoDeletesPermanently delete a photo by photo id. Destructive action; may require approval.
• delete_smsMoves moneyPermanently delete a sms. Financial or irreversible action; may require approval. API summary: Disable SMS MFA.
• delete_sms_consentsMoves moneyPermanently delete a sms consent. Financial or irreversible action; may require approval. API summary: Revoke SMS consent.
• delete_sms_consents_notification_preferences_revoke_sms_consentMoves moneyPermanently delete a sms consent. Financial or irreversible action; may require approval. API summary: Revoke SMS consent for notifications.
• delete_submissionDeletesPermanently delete a submission by submission id. Destructive action; may require approval.
• delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Delete a maintenance plan.
• delete_subscriptionsMoves moneyPermanently delete a subscription. Financial or irreversible action; may require approval. API summary: Cancel subscription.
• delete_surface_typeDeletesPermanently delete a surface type by surface type id. Destructive action; may require approval.
• delete_templateDeletesPermanently delete a template by template id. Destructive action; may require approval.
• delete_ticket_mediumDeletesPermanently delete a medium by media id. Destructive action; may require approval. API summary: Delete a media asset.
• delete_ticket_messageDeletesPermanently delete a message by message id. Destructive action; may require approval.
• delete_totpsMoves moneyPermanently delete a totp. Financial or irreversible action; may require approval. API summary: Disable TOTP (Authenticator App).
• delete_usersMoves moneyPermanently delete a user. Financial or irreversible action; may require approval. API summary: Delete account.
• delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Delete a webhook endpoint.
• download_agreementDownload the document for a agreement. API summary: Get a download URL for the executed agreement PDF.
• download_brand_setting_pdfDownload the pdf document for a brand setting. API summary: Preview a waiver/disclaimer PDF.
• download_invoice_pdfDownload the pdf document for a invoice. API summary: Download PDF version of invoice.
• download_quote_pdfDownload the pdf document for a quote. API summary: Download PDF version of quote.
• download_the_estimate_pdfDownload the pdf document for a quote. API summary: Download the estimate PDF.
• export_expensesExport expenses. API summary: Export expenses to CSV, Excel, or PDF.
• export_expenses_receipts_zipChanges dataExport expenses. API summary: Queue async export of expense receipts as ZIP.
• export_projectsExport projects. API summary: Export jobs to CSV.
• export_reportsExport reports. API summary: Export reports data.
• export_submissionsExport submissions. API summary: Export submissions as CSV.
• get_a_follow_up_rule_by_idGet one by id by by id id. API summary: Get a follow-up rule by ID.
• get_a_single_customer_maintenance_planGet one customer for a customer by customer id 2. API summary: Get a single customer maintenance plan.
• get_an_employeeGet one employee by employee id. API summary: Get an employee.
• get_by_idGet one by id by by id id. API summary: Get a reminder rule by ID.
• get_campaignGet one campaign by campaign id. API summary: Get a single marketing campaign.
• get_companycam_configGet one companycam. API summary: Get CompanyCam sync configuration.
• get_companycam_statusGet the current status of a companycam. API summary: CompanyCam connection status.
• get_customerGet one customer by `customer_id`, with contact details and addresses.
• get_customer_messageGet one message for a customer by message id. API summary: Get one customer note.
• get_customer_s_primary_addressList addresses. API summary: Get customer's primary address.
• get_employeeGet one employee by employee id. API summary: Get an invitation.
• get_employee_performance_metricsList employees for a employee. Optional filters: year or month. API summary: Get employee performance metrics.
• get_employer_s_surface_typesList surface types. API summary: Get employer's surface types.
• get_expenseGet one expense by expense id. API summary: Get expense by ID.
• get_expense_mediumGet one medium for a expense by medium id. API summary: Get media by ID.
• get_expense_statisticsList stats. Optional filters: from or to. API summary: Get expense statistics.
• get_follow_upGet one follow up by follow up id. API summary: Get a follow-up.
• get_follow_up_ruleGet one follow up rule by trigger. API summary: Get a follow-up automation rule.
• get_google_calendar_oauth_urlList connect urls. API summary: Get Google Calendar OAuth URL.
• get_help_docGet one help doc by help doc slug. API summary: Get a help doc by slug.
• get_invoiceGet one invoice by `invoice_id`, with line items, totals, due date and payment status.
• get_invoice_2Get one invoice by invoice id. API summary: Get invoice HTML preview.
• get_jobGet one job by `project_id`, with schedule, address, assigned technicians and line items.
• get_leadGet one lead by `lead_id`.
• get_messageGet one message by message id. API summary: Get a single release note.
• get_notificationGet one notification by notification id. API summary: Get a notification.
• get_notification_allChanges dataGet one notification. API summary: Mark all notifications as read.
• get_notification_templateGet one notification template by audience. API summary: Get a notification template.
• get_packageGet one package by package id. API summary: Get a maintenance package.
• get_presigned_url_for_avatar_uploadList customers. Optional filters: filename or content type. API summary: Get presigned URL for avatar upload.
• get_presigned_url_for_logo_uploadList customers. Optional filters: filename or content type. API summary: Get presigned URL for logo upload.
• get_presigned_url_for_media_uploadChanges dataCreate a new customer. Required: content type or filename. Search customers first to avoid duplicates. API summary: Get presigned URL for media upload.
• get_presigned_url_for_photo_uploadChanges dataCreate a new customer. Search customers first to avoid duplicates. API summary: Get presigned URL for photo upload.
• get_previewGet one preview by kind. API summary: Get document preview.
• get_pricing_templateGet one pricing template by pricing template id. API summary: Get a pricing template.
• get_promo_codeGet one promo code by promo code id. API summary: Get a Marketing promo code.
• get_public_formGet one public form by public form id. API summary: Get a public form.
• get_qbo_oauth_connect_urlList connect urls. API summary: Get QBO OAuth connect URL.
• get_qbo_stateGet one qbo. API summary: Get QBO sync state.
• get_quoteGet one quote by `quote_id`, with line items, totals and status.
• get_quote_2Get one quote by quote id. API summary: Get an estimate.
• get_quote_html_previewGet one quote by quote id. API summary: Get quote HTML preview.
• get_quote_previewGet one quote by estimate id. API summary: HTML preview of the estimate document.
• get_quote_public_estimate_showGet one quote by quote id. API summary: Render an estimate for its recipient (public).
• get_reminderGet one reminder by reminder id. API summary: Get a reminder.
• get_reminder_ruleGet one reminder rule by trigger. API summary: Get a reminder automation rule.
• get_segmentGet one segment by segment id. API summary: Get a single segment.
• get_service_requestGet one service request by service request id. API summary: Get a service request.
• get_stripe_statusGet the current status of a stripe. API summary: Get Stripe account status.
• get_stripe_subscription_status_for_a_planList subscriptions for a subscription. API summary: Get Stripe subscription status for a plan.
• get_submissionGet one submission by submission id. API summary: Get a submission.
• get_subscriptionGet one subscription by subscription id. API summary: Get a maintenance plan.
• get_surface_typeGet one surface type by surface type id. API summary: Get a surface type.
• get_templateGet one template by template id. API summary: Get a single template.
• get_template_tagsGet one template. API summary: List supported merge tags.
• get_ticketGet one ticket by ticket id. API summary: Get a support ticket.
• get_webhookGet one webhook by webhook id. API summary: Get a webhook endpoint.
• get_zapier_statusGet the current status of a zapier. API summary: Get Zapier connection status.
• list_a_customer_s_active_maintenance_plansList customers for a customer. API summary: List a customer's active maintenance plans.
• list_accountsList accounts. API summary: List connected employer accounts.
• list_addressesList addresses. API summary: List customer's saved addresses.
• list_automations_for_a_jobList projects for a project. API summary: List automations for a job.
• list_brand_settingsList brand settings. API summary: Get brand settings.
• list_campaign_chartsList charts for a campaign. Optional filters: period, from or to. API summary: Get per-day revenue / profit / event-count chart for a campaign.
• list_campaign_revenue_attributionsList revenue attributions for a campaign. API summary: Per-campaign revenue attribution with per-recipient breakdown.
• list_campaign_statsList stats for a campaign. API summary: Get lifetime counters + rates + revenue for a campaign.
• list_categoriesList categories. API summary: List template categories.
• list_combined_linksList combined links. API summary: Get the account's combined intake link.
• list_connect_urlsList connect urls. API summary: Get Google OAuth URL for mobile login.
• list_customer_messagesList messages for a customer. API summary: List a customer's notes.
• list_customersList customers for a customer. API summary: Get customer record counts.
• list_customers_api_marketing_template_presign_imageList customers. Optional filters: filename or content type. API summary: Presign a template logo/hero image upload.
• list_customers_brand_docs_presignList customers. Optional filters: filename or content type. API summary: Presign a waiver/disclaimer PDF upload.
• list_dashboard_urlsList dashboard urls. API summary: Get Stripe dashboard login URL.
• list_dashboardsList dashboards. Optional filters: time range, start date, end date or surface types. API summary: Get dashboard data.
• list_distinct_lead_tagsList leads. API summary: List distinct lead tags.
• list_employee_invitationsList employees. Results are paginated. API summary: List employee invitations.
• list_employeesList the company's employees and technicians, with their IDs for assigning jobs.
• list_employees_2List employees. API summary: List available employee roles.
• list_expense_mediaList media for a expense. API summary: List expense media.
• list_field_poolsList field pools. API summary: List the configurable field pool per form kind.
• list_fix_syncsList fix syncs. API summary: Get mismatched items between QBO and CleanOps.
• list_follow_up_rulesList follow up rules. API summary: List follow-up automation rules.
• list_follow_upsList follow ups. Optional filters: type, job id, quote id, invoice id, customer id or status. Results are paginated. API summary: List follow-ups.
• list_help_docsList help docs. API summary: List published help docs.
• list_historiesList histories. Optional filters: months. API summary: Per-channel marketing usage current month plus N-1 prior months.
• list_integrationsList integrations. API summary: List all integrations.
• list_invoice_receipt_pdfsList receipt pdfs for a invoice. API summary: Download the customer receipt PDF for a paid invoice.
• list_invoice_tasksList tasks for a invoice. API summary: List invoice activities.
• list_invoices_for_a_maintenance_planList invoices for a subscription. Optional filters: sort by or sort dir. Results are paginated. API summary: List invoices for a maintenance plan.
• list_jobs_for_a_customer_maintenance_planList projects for a subscription. Results are paginated. API summary: List jobs for a customer maintenance plan.
• list_lead_messagesList messages for a lead. API summary: List a lead's notes.
• list_lead_sourcesList leads. API summary: List lead sources.
• list_lead_tasksList tasks for a lead. API summary: List a lead's activity log.
• list_leadsList leads for a lead. API summary: List a lead's events.
• list_leads_api_lead_event_account_indexList leads. Optional filters: from or to. API summary: List every lead event in a date range (schedule feed).
• list_maintenance_plansList subscriptions. Optional filters: status, customer id or billing method. Results are paginated. API summary: List maintenance plans.
• list_mediaList media. Results are paginated. API summary: List media assets.
• list_messagesList messages. Results are paginated. API summary: List published release notes.
• list_mfasList mfas. API summary: Get MFA status.
• list_notification_preferencesList notification preferences. API summary: Get notification preferences.
• list_notification_templatesList notification templates. Optional filters: audience.
• list_notificationsList notifications. Results are paginated.
• list_package_active_plan_countsList active plan counts for a package. API summary: Count active plans using a maintenance package.
• list_pendingsList pendings. API summary: List pending announcements for the current user.
• list_preferencesList preferences. API summary: Get user preferences.
• list_pricing_templatesList pricing templates.
• list_project_feedbackList feedback for a project. API summary: List customer feedback for a job.
• list_project_messagesList messages for a project. API summary: List notes for a job.
• list_project_open_time_logsList open time logs for a project. API summary: List open time logs for a job.
• list_project_photosList photos for a project. API summary: List photos for a job.
• list_project_time_logsList time logs for a project. API summary: List time logs for a job.
• list_projectsList projects. Optional filters: customer id, start times or exclude job id. API summary: Jobs already scheduled at an instant.
• list_promo_code_chartsList charts for a promo code. Optional filters: period, from or to. API summary: Get redemption chart series.
• list_promo_code_redemptionsList redemptions for a promo code. API summary: List recent redemptions for a promo code.
• list_promo_code_statsList stats for a promo code. API summary: Get aggregate stats for a promo code.
• list_pullsList pulls. API summary: Get unlinked QBO items for import.
• list_pushesList pushes. API summary: Get unlinked CleanOps items for push to QBO.
• list_quote_activitiesList tasks for a quote. API summary: List quote activities.
• list_quote_agreementsList agreements for a quote. API summary: Get the executed agreement for a quote.
• list_quote_tasksList tasks for a quote. API summary: Estimate activity log.
• list_quotesList quotes for a quote. API summary: Get quote terms content.
• list_receiptsList receipts. Results are paginated.
• list_reconnect_checksList reconnect checks. API summary: Check if QBO has disconnected links.
• list_reminder_rulesList reminder rules. API summary: List reminder automation rules.
• list_remindersList reminders. Optional filters: job id or status. Results are paginated.
• list_reportsList reports. Optional filters: time range, surface types or show yoy. API summary: Get reports data.
• list_segment_campaignsList campaigns for a segment. Results are paginated. API summary: Campaigns referencing a segment.
• list_segment_map_pointsList map points for a segment. API summary: Geocoded member markers for a segment.
• list_segment_statsList stats for a segment. API summary: Aggregate stats for a segment.
• list_segment_usersList users for a segment. API summary: Member snapshot for a segment.
• list_service_request_photosList photos for a service request.
• list_statsList stats. API summary: Get QBO sync statistics.
• list_subscription_invoicesList invoices for a subscription. Results are paginated. API summary: List invoices for a customer maintenance plan.
• list_subscription_projectsList projects for a subscription. Optional filters: sort by or sort dir. Results are paginated. API summary: List jobs for a maintenance plan.
• list_subscriptionsList subscriptions. API summary: Get subscription and billing history.
• list_summariesList summaries. API summary: Account-level promo code KPIs.
• list_surface_type_usagesList usages for a surface type. API summary: Get surface type usage counts.
• list_surface_typesList surface types.
• list_ticket_mediaList media for a ticket. API summary: List media for a support ticket.
• list_unread_countsList unread counts. API summary: Get unread notification count.
• list_usagesList usages. API summary: Current month per-channel send usage and caps.
• list_usersList users. API summary: Get current user profile.
• list_webhook_shipmentsList shipments for a webhook. Results are paginated. API summary: List webhook deliveries.
• list_webhooksList webhooks. Results are paginated. API summary: List webhook endpoints.
• publish_a_marketing_campaignVisible to othersPublish a campaign (campaign id). Has effects visible outside this system. API summary: Publish a marketing campaign.
• publish_a_templateVisible to othersPublish a template (template id). Has effects visible outside this system.
• refund_addressMoves moneyReverse a address. Financial or irreversible action; may require approval. API summary: Reverse geocode coordinates.
• reject_quoteVisible to othersDecline a quote (estimate id). Has effects visible outside this system. API summary: Decline an estimate (public).
• reject_service_requestVisible to othersDecline a service request (service request id). Has effects visible outside this system.
• reject_submissionVisible to othersReject a submission (submission id). Has effects visible outside this system.
• remove_a_waiver_disclaimer_pdfDeletesDownload the pdf document for a brand setting. Destructive action; may require approval. API summary: Remove a waiver/disclaimer PDF.
• remove_an_employeeDeletesPermanently delete a employee by employee id. Destructive action; may require approval. API summary: Remove an employee.
• replace_a_estimate_public_linkChanges dataCreate a new rotate link for a quote. API summary: Replace a estimate public link.
• restore_appleChanges dataRestore a apple. API summary: Restore Apple IAP purchases.
• restore_campaignChanges dataUnarchive a campaign (campaign id). API summary: Restore an archived marketing campaign.
• restore_customerChanges dataUnarchive a customer (customer id).
• restore_expenseChanges dataUnarchive a expense (expense id). API summary: Unarchive expense.
• restore_googleChanges dataRestore a google. API summary: Restore Google Play purchases.
• restore_invoiceChanges dataUnarchive a invoice (invoice id). API summary: Unarchive an invoice.
• restore_packageChanges dataUnarchive a package (maintenance package id). API summary: Unarchive a maintenance package.
• restore_projectChanges dataUnarchive a project (job id). API summary: Unarchive a job.
• restore_public_formChanges dataUnarchive a public form (public form id).
• restore_public_form_enableChanges dataEnable a public form (public form id).
• restore_quoteChanges dataUnarchive a quote (estimate id). API summary: Unarchive an estimate.
• restore_quote_unarchiveChanges dataUnarchive a quote (quote id).
• restore_segmentChanges dataUnarchive a segment (segment id). API summary: Unarchive a segment (restore soft delete).
• restore_service_requestChanges dataUnarchive a service request (service request id).
• restore_templateChanges dataUnarchive a template (template id).
• search_autocompletesSearch autocompletes by q. Use this to find existing autocompletes before creating a new autocomplete. Results are paginated. API summary: Autocomplete address.
• search_campaign_recipientsSearch recipients for a campaign by status, channel, search, date from, date to or sort by. Use this to find existing recipients before creating a new recipient. Results are paginated. API summary: List recipients for a one-time campaign.
• search_campaign_runsSearch runs for a campaign by status, channel, search, date from or date to. Use this to find existing runs before creating a new run. Results are paginated. API summary: List automation runs for an automation campaign.
• search_campaignsSearch campaigns by type, status, search, trigger type, audience filter or date from. Use this to find existing campaigns before creating a new campaign. Results are paginated. API summary: List marketing campaigns.
• search_customersSearch customers by `q` (name, email or phone), with sort and paging. Use to find a customer's ID.
• search_everythingSearch across customers, leads, jobs, quotes and invoices at once with `q` (name, email, phone or number).
• search_expensesSearch expenses by source type, source id, category id, technician id, from or to. Use this to find existing expenses before creating a new expense. Results are paginated. API summary: List expenses.
• search_invoicesSearch invoices by `q`, statuses, customer_ids or date range. Use to find unpaid or overdue invoices.
• search_jobsSearch jobs by `q`, statuses (draft, scheduled, in_progress, completed, cancelled), customer_ids, technician_ids or date range.
• search_lead_quotesSearch quotes for a lead by q, statuses, from, to or include archived. Use this to find existing quotes before creating a new quote. Results are paginated. API summary: List a lead's estimates.
• search_leadsSearch leads by `q`, statuses, sources, tags, assignee or date range. Use to find a lead's ID.
• search_packagesSearch packages by q, status, archived, sort by or sort dir. Use this to find existing packages before creating a new package. Results are paginated. API summary: List maintenance packages.
• search_promo_codesSearch promo codes by status, type, expires, sort, value min or value max. Use this to find existing promo codes before creating a new promo code. Results are paginated. API summary: List Marketing promo codes.
• search_public_formsSearch public forms by q, kinds, kind or archived. Use this to find existing public forms before creating a new public form. Results are paginated. API summary: List public forms.
• search_quotesSearch quotes by `q`, statuses, customer_ids or date range.
• search_reviewsSearch reviews by q. Use this to find existing reviews before creating a new review. API summary: List the customer review queue.
• search_segmentsSearch segments by audience type, include archived, states, from, to or search. Use this to find existing segments before creating a new segment. Results are paginated. API summary: List Marketing segments.
• search_service_requestsSearch service requests by q, status, statuses, customer id, date from or date to. Use this to find existing service requests before creating a new service request. Results are paginated. API summary: List service requests.
• search_submissionsSearch submissions by q, forms, kinds, results, channels or source channel. Use this to find existing submissions before creating a new submission. Results are paginated. API summary: List public-form submissions.
• search_templatesSearch templates by category, status, include archived or search. Use this to find existing templates before creating a new template. Results are paginated. API summary: List Marketing templates.
• search_ticketsSearch tickets by status, category or search. Use this to find existing tickets before creating a new ticket. Results are paginated. API summary: List support tickets.
• send_an_estimate_to_its_leadVisible to othersSend a quote (estimate id). Has effects visible outside this system. API summary: Send an estimate to its lead.
• send_customerVisible to othersSend a customer (customer id). Has effects visible outside this system. API summary: Create and send customer portal invitation.
• send_follow_upVisible to othersSend a follow up (follow up id). Has effects visible outside this system. API summary: Send follow-up immediately.
• send_invoiceVisible to othersSend an invoice to its customer by `invoice_id`. The customer is notified immediately.
• send_messageVisible to othersSend a message. Has effects visible outside this system. API summary: Send email MFA setup code.
• send_mfaMoves moneyEmail a mfa. Financial or irreversible action; may require approval. API summary: Disable email MFA.
• send_mfa_codeVisible to othersSend a mfa. Has effects visible outside this system. API summary: Send MFA verification code.
• send_phone_verification_codeVisible to othersSend a user. Has effects visible outside this system. API summary: Send phone verification code.
• send_quoteVisible to othersSend a quote to its customer by `quote_id`. The customer is notified immediately.
• send_reminderVisible to othersSend a reminder (reminder id). Has effects visible outside this system. API summary: Send reminder immediately.
• send_smsVisible to othersSend a sms. Has effects visible outside this system. API summary: Send SMS MFA setup code.
• send_userDeletesEmail a user. Destructive action; may require approval. API summary: Update user email.
• send_user_codeVisible to othersSend a user. Has effects visible outside this system. API summary: Send phone verification code for SMS notifications.
• submit_appleVisible to othersValidate a apple. Has effects visible outside this system. API summary: Validate Apple IAP purchase.
• submit_auth_emailVisible to othersVerify a auth. Has effects visible outside this system. API summary: Verify email with 6-digit code.
• submit_auth_verificationVisible to othersResend a auth. Has effects visible outside this system. API summary: Resend email verification code.
• submit_campaignVisible to othersDuplicate a campaign (campaign id). Has effects visible outside this system. API summary: Duplicate a marketing campaign.
• submit_campaign_audienceVisible to othersPreview a campaign (campaign id). Has effects visible outside this system. API summary: Preview a campaign's audience + cap-readiness.
• submit_campaign_emailVisible to othersPreview a campaign (campaign id). Has effects visible outside this system. API summary: Render a campaign's email preview.
• submit_companycamVisible to othersSync a companycam (job id). Has effects visible outside this system. API summary: Push a job's photos to CompanyCam.
• submit_companycam_configDeletesSync a companycam. Destructive action; may require approval. API summary: Update CompanyCam sync configuration.
• submit_companycam_nowVisible to othersSync a companycam. Has effects visible outside this system. API summary: Sync CompanyCam now.
• submit_customerVisible to othersValidate a customer. Has effects visible outside this system. API summary: Validate invite code.
• submit_employeeVisible to othersResend a employee (invitation id). Has effects visible outside this system. API summary: Resend invitation email.
• submit_googleVisible to othersValidate a google. Has effects visible outside this system. API summary: Validate Google Play purchase.
• submit_google_calendarDeletesSync a google calendar. Destructive action; may require approval. API summary: Toggle Google Calendar sync.
• submit_leadVisible to othersComplete a lead (event id). Has effects visible outside this system. API summary: Mark a lead event completed.
• submit_messageVisible to othersVerify a message. Has effects visible outside this system. API summary: Verify email MFA setup code.
• submit_mfaVisible to othersVerify a mfa. Has effects visible outside this system. API summary: Verify MFA code.
• submit_projectVisible to othersPreview a project. Has effects visible outside this system. API summary: Preview recurrence occurrences.
• submit_promo_codeVisible to othersPublish a promo code (promo code id). Has effects visible outside this system. API summary: State transition: publish.
• submit_promo_code_duplicateVisible to othersDuplicate a promo code (promo code id). Has effects visible outside this system. API summary: State transition: duplicate.
• submit_qboVisible to othersSync a qbo. Has effects visible outside this system. API summary: Trigger manual QBO sync.
• submit_qbo_invoice_statusesVisible to othersSync a qbo. Has effects visible outside this system. API summary: Sync invoice statuses from QBO.
• submit_segmentVisible to othersRefresh a segment (segment id). Has effects visible outside this system. API summary: Enqueue segment membership refresh.
• submit_segment_duplicateVisible to othersDuplicate a segment (segment id). Has effects visible outside this system.
• submit_smsVisible to othersVerify a sms. Has effects visible outside this system. API summary: Verify SMS MFA setup code.
• submit_stripe_onboardingVisible to othersComplete a stripe. Has effects visible outside this system. API summary: Get Stripe onboarding continuation URL.
• submit_subscriptionVisible to othersRefresh a subscription. Has effects visible outside this system. API summary: Refresh subscription status from provider.
• submit_subscription_previewVisible to othersPreview a subscription (maintenance plan id). Has effects visible outside this system. API summary: Preview plan changes.
• submit_subscription_subscription_linkVisible to othersResend a subscription (maintenance plan id). Has effects visible outside this system. API summary: Resend the subscription link to the customer.
• submit_templateVisible to othersPreview a template (template id). Has effects visible outside this system. API summary: Render a template preview.
• submit_template_unpublishVisible to othersUnpublish a template (template id). Has effects visible outside this system.
• submit_userVisible to othersVerify a user. Has effects visible outside this system. API summary: Verify phone and enable SMS notifications.
• submit_user_verifyVisible to othersVerify a user. Has effects visible outside this system. API summary: Verify phone number.
• update_a_lead_sourceChanges dataUpdate an existing lead identified by lead id. Only the fields you pass are changed. API summary: Update a lead source.
• update_addressesVisible to othersUpdate an existing address. Has effects visible outside this system. API summary: Update customer's primary address.
• update_auto_syncsVisible to othersUpdate an existing auto sync. Has effects visible outside this system. API summary: Toggle QBO auto-sync.
• update_brand_settingsVisible to othersUpdate an existing brand setting. Has effects visible outside this system. API summary: Update brand settings.
• update_by_idChanges dataUpdate an existing by id identified by by id id. API summary: Update a reminder rule by ID.
• update_campaignChanges dataUpdate an existing campaign identified by campaign id. Only the fields you pass are changed. API summary: Update a marketing campaign.
• update_campaign_stepsVisible to othersUpdate an existing step identified by campaign id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Upsert the automation's single step (delay + per-step content).
• update_colorsVisible to othersUpdate an existing color. Has effects visible outside this system. API summary: Update brand colors.
• update_companiesVisible to othersUpdate an existing company. Has effects visible outside this system. API summary: Update company details.
• update_customerChanges dataUpdate a customer by `customer_id`: name, email, phone, company name or type.
• update_customer_addressChanges dataUpdate an existing address identified by address id. API summary: Update a saved customer address.
• update_customer_messageChanges dataUpdate an existing message identified by message id. API summary: Edit a customer's note.
• update_disclaimersVisible to othersUpdate an existing disclaimer. Has effects visible outside this system. API summary: Update disclaimer content.
• update_employeeChanges dataUpdate an existing employee identified by employee id. Only the fields you pass are changed. API summary: Update an employee.
• update_expenseChanges dataUpdate an existing expense identified by expense id. Only the fields you pass are changed. API summary: Update expense.
• update_follow_upChanges dataUpdate an existing follow up identified by follow up id. API summary: Update a follow-up.
• update_follow_up_ruleChanges dataUpdate an existing follow up rule identified by trigger. API summary: Create or update a follow-up automation rule.
• update_follow_up_rule_reset_channelChanges dataUpdate an existing reset channel identified by channel. API summary: Reset a single follow-up channel to default.
• update_invoiceChanges dataUpdate an invoice by `invoice_id`: line items, dates, status, tax, discounts, notes or paid details (is_paid, date_paid).
• update_jobChanges dataUpdate a job by `project_id`: schedule, status, address, description, assignees or completion notes. suppress_notifications avoids customer messages.
• update_leadChanges dataUpdate a lead by `lead_id`: status, contact details, next action, next step date, tags, notes or assignee.
• update_lead_2Changes dataUpdate an existing lead identified by lead id 2. Only the fields you pass are changed. API summary: Update a lead event.
• update_lead_messageChanges dataUpdate an existing message identified by message id. API summary: Edit a lead's note.
• update_leadsVisible to othersUpdate an existing lead. Has effects visible outside this system. API summary: Reorder surface types.
• update_notification_preferenceChanges dataUpdate an existing notification preference identified by channel. API summary: Toggle notification channel.
• update_notification_readsVisible to othersUpdate an existing read identified by notification id. Has effects visible outside this system. API summary: Mark notification as read.
• update_notification_templateChanges dataUpdate an existing notification template identified by audience. API summary: Update a notification template.
• update_packageChanges dataUpdate an existing package identified by package id. Only the fields you pass are changed. API summary: Update a maintenance package.
• update_package_toggle_activesVisible to othersUpdate an existing toggle active identified by maintenance package id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Toggle a maintenance package's active flag.
• update_passwordsMoves moneyUpdate an existing password. Financial or irreversible action; may require approval. API summary: Change password.
• update_phone_numberVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Update phone number.
• update_photo_customersVisible to othersUpdate an existing customer identified by photo id. Has effects visible outside this system. API summary: Update photo annotations.
• update_preferencesVisible to othersUpdate an existing preference. Has effects visible outside this system. API summary: Update user preferences.
• update_pricing_templateChanges dataUpdate an existing pricing template identified by pricing template id. API summary: Update a pricing template.
• update_project_feedbackChanges dataUpdate an existing feedback identified by feedback id. API summary: Update customer feedback for a job.
• update_project_messageChanges dataUpdate an existing message identified by message id. API summary: Update a job note.
• update_promo_codeChanges dataUpdate an existing promo code identified by promo code id. Only the fields you pass are changed. API summary: Update a Marketing promo code.
• update_public_formChanges dataUpdate an existing public form identified by public form id. Only the fields you pass are changed. API summary: Update a public form.
• update_quoteChanges dataUpdate a quote by `quote_id`: line items, status, tax, discounts, notes or address.
• update_quote_2Changes dataUpdate an existing quote identified by quote id. Only the fields you pass are changed. API summary: Update an estimate.
• update_readsVisible to othersUpdate an existing read. Has effects visible outside this system. API summary: Mark multiple notifications as read.
• update_reminderChanges dataUpdate an existing reminder identified by reminder id. API summary: Update a reminder.
• update_reminder_ruleChanges dataUpdate an existing reminder rule identified by trigger. API summary: Create or update a reminder automation rule.
• update_reset_channelChanges dataUpdate an existing reset channel identified by channel. API summary: Reset a single reminder channel to default.
• update_segmentChanges dataUpdate an existing segment identified by segment id. Only the fields you pass are changed. API summary: Update a segment.
• update_service_requestChanges dataUpdate an existing service request identified by service request id. Only the fields you pass are changed. API summary: Update a service request.
• update_submission_contactsVisible to othersUpdate an existing contact identified by submission id. Has effects visible outside this system. API summary: Edit a pending submission's contact details.
• update_subscriptionChanges dataUpdate an existing subscription identified by subscription id. Only the fields you pass are changed. API summary: Update a maintenance plan.
• update_subscriptionsVisible to othersUpdate an existing subscription. Has effects visible outside this system. API summary: Change subscription plan.
• update_surface_typeChanges dataUpdate an existing surface type identified by surface type id. API summary: Update a surface type.
• update_templateChanges dataUpdate an existing template identified by template id. Only the fields you pass are changed. API summary: Update a template.
• update_ticket_messageVisible to othersUpdate an existing message identified by message id. Has effects visible outside this system. API summary: Update a message.
• update_ticketsVisible to othersUpdate an existing ticket identified by ticket id. Has effects visible outside this system. API summary: Update ticket description.
• update_togglesVisible to othersUpdate an existing toggle. Has effects visible outside this system. API summary: Enable or disable MFA.
• update_usersVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Update user profile.
• update_waiversVisible to othersUpdate an existing waiver. Has effects visible outside this system. API summary: Update waiver content.
• update_webhookDeletesUpdate an existing webhook identified by webhook id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update a webhook endpoint.
• upload_customer_customersChanges dataImport a customer. API summary: Import selected QBO customers.
• upload_customer_invoicesChanges dataImport a customer. API summary: Import selected QBO invoices.

Questions