Integration · Projects & tasks
Connect Claude & ChatGPT to e-manage|ONE
Ask your AI about projects, companies, contacts and sales leads in e-manage|ONE. It can find a project by name or job number, pull up its quotes and purchase orders, and list the projects linked to a contact. It can also create and update companies, contacts, projects and sales leads, add notes, and put events and follow-ups on the calendar.
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Try asking
“Which projects for Hartley Interiors are still in the proposal stage?”
The AI finds the company, then searches its projects by sales stage and lists them with job number and approximate value.
“Show me the purchase orders on job 22-0415.”
It finds the project and lists its purchase orders with vendor, phase and totals.
“Add a note to the Riverside office project: client approved the finishes today.”
It finds the project and the e-manage user writing the note, then adds the note to the project.
What your AI can do
Projects and orders
Search and update projects, and read their quotes and purchase orders by project, vendor, phase or totals.
Companies, contacts and leads
Search, create and update companies, contacts and sales leads, and see which projects a contact is linked to.
Notes, events and follow-ups
Add and read notes on companies and projects, and create or search calendar events and follow-ups.
“Create a sales lead for Maria Lopez, high priority, around 40,000 in value.”
It finds the contact and creates a sales lead with salesperson, priority and approximate value.
“Set a follow-up with Acme Workplace for next Tuesday.”
It finds the company and creates a follow-up linked to it, with date, priority and the user it belongs to.
“Which quotes on the Northgate project were chosen?”
It searches the project's quotes and shows the ones marked as chosen, with quote and bill name.
573 tools for e-manage|ONE
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
add_company_noteChanges dataAdd a note to a company: `company_id`, `note` text, `note_type` and `user_id` (the e-manage user writing it).add_project_noteChanges dataAdd a note to a project: `project_id`, `note` text, `note_type` and `user_id` (the e-manage user writing it).cancel_pto_requestDeletesCancel a pto request (pto request id). Destructive action; may require approval.create_a_user_admin_onlyChanges dataCreate a new user. Required: profile, account or credentials. Search users first to avoid duplicates. API summary: Create a user (admin only).create_application_rightChanges dataCreate a new application right. Required: application right or category. Search application rights first to avoid duplicates. API summary: Create ApplicationRights.create_authenticate_basicChanges dataCreate a new authenticate basic. Required: username, password, client id or db id. API summary: Basic authentication.create_authenticate_with_api_keyChanges dataCreate a new authenticate with api key. API summary: Authenticate via API key.create_batchVisible to othersCreate a new batch. Required: batch id, device, app, session or events. Has effects visible outside this system. API summary: Ingest a batch of mobile telemetry events.create_bulkVisible to othersCreate a new bulk. Has effects visible outside this system. API summary: Create multiple users in a single request (admin only).create_companyChanges dataCreate a company; put its fields in `body`, e.g. companyName, address, mainPhone, webSite, status, userId.create_companyassetsChanges dataCreate a new company. Required: company asset division, company asset type or purchase date. Search companies first to avoid duplicates. API summary: Create CompanyAssets.create_companyassets_minimal_responseChanges dataCreate a new contact. Required: company asset division, company asset type or purchase date. Search contacts first to avoid duplicates. API summary: Create CompanyAssets (minimal response).create_companydocuments_minimal_responseChanges dataCreate a new contact. Required: company id, document name, original file name, document type, created by or user id. Search contacts first to avoid duplicates. API summary: Create CompanyDocuments (minimal response).create_companysalespeopleChanges dataCreate a new company. Required: company id or salesperson. Search companies first to avoid duplicates. API summary: Create CompanySalespeople.create_contactChanges dataCreate a contact; put its fields in `body`, e.g. firstName, lastName, companyId, workEmail, directPhone, mobilePhone, title.create_contact_2Changes dataCreate a new contact. Required: body. Search contacts first to avoid duplicates. API summary: Create Companies (minimal response).create_contactdocumentsChanges dataCreate a new document. Required: contact id, document name, original file name, document type, created by or user id. Search documents first to avoid duplicates. API summary: Create ContactDocuments.create_contactdocuments_minimal_responseChanges dataCreate a new contact. Required: contact id, document name, original file name, document type, created by or user id. Search contacts first to avoid duplicates. API summary: Create ContactDocuments (minimal response).create_contactgroupsChanges dataCreate a new contact. Required: user id or group name. Search contacts first to avoid duplicates. API summary: Create ContactGroups.create_contactnotesChanges dataCreate a new message. Required: contact id, user id, note type or note. Search messages first to avoid duplicates. API summary: Create ContactNotes.create_contacts_minimal_responseChanges dataCreate a new contact. Required: body. Search contacts first to avoid duplicates. API summary: Create Contacts (minimal response).create_corporate_divisionChanges dataCreate a new corporate division. Required: body. Search corporate divisions first to avoid duplicates. API summary: Create CorporateDivision.create_corporate_division_drop_downChanges dataCreate a new corporate division drop down. Required: body. Search corporate division drop downs first to avoid duplicates. API summary: Create CorporateDivisionDropDown.create_corporatedivisionuserChanges dataCreate a new user. Required: corporate division id or user id. Search users first to avoid duplicates. API summary: Create CorporateDivisionUser.create_defaultinstallnotesChanges dataCreate a new message. Required: note type or type name. Search messages first to avoid duplicates. API summary: Create DefaultInstallNotes.create_depositChanges dataCreate a new deposit. Required: deposit amount, account id, txn date, paid by or reference number. Search deposits first to avoid duplicates. API summary: Create Deposits.create_documentChanges dataCreate a new document. Required: company id, document name, original file name, document type, created by or user id. Search documents first to avoid duplicates. API summary: Create CompanyDocuments.create_document_get_one_work_order_reportChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Generate work order report PDF.create_drop_down_listChanges dataCreate a new drop down list. Required: drop down list text. Search drop down lists first to avoid duplicates. API summary: Create DropDownLists.create_employeeChanges dataCreate a new employee. Required: employee id or supervisor id. Search employees first to avoid duplicates. API summary: Create EmployeePtoRequests.create_employeedocumentsChanges dataCreate a new document. Required: employee id, document name, original file name, document type, created by or user id. Search documents first to avoid duplicates. API summary: Create EmployeeDocuments.create_employeedocuments_minimal_responseChanges dataCreate a new contact. Required: employee id, document name, original file name, document type, created by or user id. Search contacts first to avoid duplicates. API summary: Create EmployeeDocuments (minimal response).create_employeesChanges dataCreate a new employee. Required: body. Search employees first to avoid duplicates. API summary: Create Employees.create_employees_minimal_responseChanges dataCreate a new contact. Required: body. Search contacts first to avoid duplicates. API summary: Create Employees (minimal response).create_employeesalarylookupChanges dataCreate a new employee. Required: employee id, pay schedule, pay rate, otpay rate, billable pay rate or otbillable pay rate. Search employees first to avoid duplicates. API summary: Create EmployeeSalaryLookup.create_employeetimeChanges dataCreate a new employee. Required: body. Search employees first to avoid duplicates. API summary: Create EmployeeTime.create_eventChanges dataCreate a calendar event with `user_id`, `event_type`, `regarding`, `start_date`, `end_date`, `duration` and `alarm`, plus optional subject, description and project.create_event_attendeeChanges dataCreate a new event attendee. Required: event id or contact id. Search event attendees first to avoid duplicates. API summary: Create EventAttendees.create_event_invitationChanges dataCreate a new event invitation. Required: event id or user id. Search event invitations first to avoid duplicates. API summary: Create EventInvitations.create_events_minimal_responseChanges dataCreate a new contact. Required: user id, regarding, start date, end date, alarm or duration. Search contacts first to avoid duplicates. API summary: Create Events (minimal response).create_favoriteChanges dataCreate a new favorite. Required: user id, favorite folder id, record id, type or create date. Search favorites first to avoid duplicates. API summary: Create Favorites.create_follow_upChanges dataCreate a follow-up with `follow_up_type`, `join_field` (the ID of the record it belongs to), `create_date` and `original_date`, plus optional `regarding`, `priority` and `user_id`.create_follow_up_recipientChanges dataCreate a new follow up recipient. Required: follow up id or user id. Search follow up recipients first to avoid duplicates. API summary: Create FollowUpRecipients.create_global_settingChanges dataCreate a new global setting. Required: body. Search global settings first to avoid duplicates. API summary: Create GlobalSettings.create_gstpsttemplateChanges dataCreate a new gstpsttemplate. Required: template name or user id. Search gstpsttemplates first to avoid duplicates. API summary: Create Gstpsttemplates.create_help_desk_incidentChanges dataCreate a new help desk incident. Required: user id, company id, incident type, incident status, incident level or incident priority. Search help desk incidents first to avoid duplicates. API summary: Create HelpDeskIncidents.create_helpdeskincidents_minimal_responseChanges dataCreate a new contact. Required: user id, company id, incident type, incident status, incident level or incident priority. Search contacts first to avoid duplicates. API summary: Create HelpDeskIncidents (minimal response).create_implementation_partChanges dataCreate a new implementation part. Required: project installation id, qty, part number, user id or company id. Search implementation parts first to avoid duplicates. API summary: Create ImplementationParts.create_invalidateChanges dataCreate a new invalidate. API summary: Invalidate cache entries.create_inventoryChanges dataCreate a new inventory. Required: corporate division id, warehouse or user id. Search inventories first to avoid duplicates. API summary: Create InventoryWarehouse.create_inventorystockitemsChanges dataCreate a new product. Required: body. Search products first to avoid duplicates. API summary: Create InventoryStockItems.create_inventorystockitems_minimal_responseChanges dataCreate a new contact. Required: body. Search contacts first to avoid duplicates. API summary: Create InventoryStockItems (minimal response).create_inventorywarehouse_minimal_responseChanges dataCreate a new contact. Required: corporate division id, warehouse or user id. Search contacts first to avoid duplicates. API summary: Create InventoryWarehouse (minimal response).create_leadChanges dataCreate a new lead. Required: name or user id. Search leads first to avoid duplicates. API summary: Create NapkinLeads.create_marketing_answerChanges dataCreate a new marketing answer. Required: marketing question id or marketing answer. Search marketing answers first to avoid duplicates. API summary: Create MarketingAnswers.create_marketing_campaignChanges dataCreate a new marketing campaign. Required: marketing campaign name or marketing campaign category id. Search marketing campaigns first to avoid duplicates. API summary: Create MarketingCampaigns.create_marketing_questionChanges dataCreate a new marketing question. Required: marketing question or type. Search marketing questions first to avoid duplicates. API summary: Create MarketingQuestions.create_message_reply_to_system_note_alertChanges dataCreate a new message. Required: body. Search messages first to avoid duplicates. API summary: Reply to system note alert.create_mfgcodeChanges dataCreate a new mfgcode. Required: mfgcode or user id. Search mfgcodes first to avoid duplicates. API summary: Create Mfgcodes.create_mycompanylogosChanges dataCreate a new company. Required: my company id, my company text or description. Search companies first to avoid duplicates. API summary: Create MyCompanyLogos.create_mycompanylogos_minimal_responseChanges dataCreate a new contact. Required: my company id, my company text or description. Search contacts first to avoid duplicates. API summary: Create MyCompanyLogos (minimal response).create_orderChanges dataCreate a new order. Required: body. Search orders first to avoid duplicates. API summary: Create ProjectPurchaseOrders.create_pageChanges dataCreate a new page. Required: body. Search pages first to avoid duplicates. API summary: Create ProjectOrderEntry.create_pendingprojectimplementationitemChanges dataCreate a new product. Required: user id, create date, salesperson, description, start date or end date. Search products first to avoid duplicates. API summary: Create PendingProjectImplementationItem.create_poinvoiceChanges dataCreate a new poinvoice. Required: poid, user id, invoice number or inv date. Search poinvoices first to avoid duplicates. API summary: Create Poinvoices.create_productChanges dataCreate a new product. Required: body. Search products first to avoid duplicates. API summary: Create DropDownListItems.create_projectChanges dataCreate a project; put its fields in `body`, e.g. projectName, companyId, userId (salesperson), projectType, salesStage, approxValue, customerPo.create_project_2Changes dataCreate a new project. Required: body. Search projects first to avoid duplicates. API summary: Create ProjectBomitems.create_project_note_with_alertsChanges dataCreate a new message. Search messages first to avoid duplicates. API summary: Create project note with alerts.create_projectbomitems_minimal_responseChanges dataCreate a new contact. Required: body. Search contacts first to avoid duplicates. API summary: Create ProjectBomitems (minimal response).create_projectcontactsChanges dataCreate a new contact. Required: project id or contact id. Search contacts first to avoid duplicates. API summary: Create ProjectContacts.create_projectdocumentsChanges dataCreate a new document. Required: project id, document name, original file name, document type, created by or user id. Search documents first to avoid duplicates. API summary: Create ProjectDocuments.create_projectdocuments_minimal_responseChanges dataCreate a new contact. Required: project id, document name, original file name, document type, created by or user id. Search contacts first to avoid duplicates. API summary: Create ProjectDocuments (minimal response).create_projectinstallationinstallersChanges dataCreate a new project. Required: project installation id, installer or installing. Search projects first to avoid duplicates. API summary: Create ProjectInstallationInstallers.create_projectinstallationoutsourcingChanges dataCreate a new project. Required: project installation id, company id, num crew or installing. Search projects first to avoid duplicates. API summary: Create ProjectInstallationOutSourcing.create_projectinstallationscheduleChanges dataCreate a new project. Required: project id, start date, end date, start time, hours per day or user id. Search projects first to avoid duplicates. API summary: Create ProjectInstallationSchedule.create_projectmarketingChanges dataCreate a new project. Required: project id, question, type, answer, question sort or answer sort. Search projects first to avoid duplicates. API summary: Create ProjectMarketing.create_projectmilestonealertsChanges dataCreate a new project. Required: project milestone id or user id. Search projects first to avoid duplicates. API summary: Create ProjectMilestoneAlerts.create_projectmilestonesChanges dataCreate a new project. Required: project milestone, project id, user id, submitted by, required date or status. Search projects first to avoid duplicates. API summary: Create ProjectMilestones.create_projectphasesChanges dataCreate a new project. Required: project id, project option id, user id or phase name. Search projects first to avoid duplicates. API summary: Create ProjectPhases.create_projectphases_minimal_responseChanges dataCreate a new contact. Required: project id, project option id, user id or phase name. Search contacts first to avoid duplicates. API summary: Create ProjectPhases (minimal response).create_projectpoitemsackqtyChanges dataCreate a new project. Required: project poitem id. Search projects first to avoid duplicates. API summary: Create ProjectPoitemsAckQty.create_projectpunchlistitemdocumentsChanges dataCreate a new document. Required: project punch list item id, create date or created by id. Search documents first to avoid duplicates. API summary: Create ProjectPunchListItemDocuments.create_projectpunchlistitemdocuments_minimal_responseChanges dataCreate a new contact. Required: project punch list item id, create date or created by id. Search contacts first to avoid duplicates. API summary: Create ProjectPunchListItemDocuments (minimal response).create_projectpunchlistitemsChanges dataCreate a new product. Required: project id, create date or created by id. Search products first to avoid duplicates. API summary: Create ProjectPunchListItems.create_projectpurchaseorderacknowledgementsChanges dataCreate a new project. Required: poid or acknowledgement number. Search projects first to avoid duplicates. API summary: Create ProjectPurchaseOrderAcknowledgements.create_projectpurchaseorderitemsChanges dataCreate a new product. Required: body. Search products first to avoid duplicates. API summary: Create ProjectPurchaseOrderItems.create_projectpurchaseorderitemsackqtyreceivedChanges dataCreate a new project. Required: poack item id, received qty or user id. Search projects first to avoid duplicates. API summary: Create ProjectPurchaseOrderItemsAckQtyReceived.create_projectpurchaseorderitemssifoptionsChanges dataCreate a new project. Required: project poitem id. Search projects first to avoid duplicates. API summary: Create ProjectPurchaseOrderItemsSifOptions.create_projects_minimal_responseChanges dataCreate a new contact. Required: body. Search contacts first to avoid duplicates. API summary: Create Projects (minimal response).create_projectsalespeopleChanges dataCreate a new contact. Required: body. Search contacts first to avoid duplicates. API summary: Create ProjectSalesPeople.create_projectscopeChanges dataCreate a new project. Required: project scope1. Search projects first to avoid duplicates. API summary: Create ProjectScope.create_pto_requestChanges dataCreate a new pto request. API summary: Submit a PTO request.create_quoteChanges dataCreate a new quote. Required: body. Search quotes first to avoid duplicates. API summary: Create ProjectQuotes.create_receiveChanges dataCreate a new receive. API summary: Receive one or more cartons.create_receive_receive_partsChanges dataCreate a new receive. API summary: Receive one or more parts.create_sales_leadChanges dataCreate a sales lead; put its fields in `body`, e.g. contactId, salesperson, status, priority, interest, approxValue, probability.create_service_agreementChanges dataCreate a new service agreement. Required: company id, service agreement status, agreement type, first proposal date, contact id or user id. Search service agreements first to avoid duplicates. API summary: Create ServiceAgreements.create_serviceagreements_minimal_responseChanges dataCreate a new contact. Required: company id, service agreement status, agreement type, first proposal date, contact id or user id. Search contacts first to avoid duplicates. API summary: Create ServiceAgreements (minimal response).create_survey_nameChanges dataCreate a new survey name. Required: survey name, display name or print on reports. Search survey names first to avoid duplicates. API summary: Create SurveyNames.create_survey_question_answerChanges dataCreate a new project. Search projects first to avoid duplicates. API summary: Create survey question answer.create_systemnotealertsChanges dataCreate a new message. Required: type, record id, created by, alert user or note id. Search messages first to avoid duplicates. API summary: Create SystemNoteAlerts.create_userChanges dataCreate a new user. Required: contact group id or contact id. Search users first to avoid duplicates. API summary: Create ContactGroupMembers.create_usermanagerofChanges dataCreate a new user. Required: user id or salesperson. Search users first to avoid duplicates. API summary: Create UserManagerOf.create_usernotesChanges dataCreate a new message. Required: assigned user id, note type or note. Search messages first to avoid duplicates. API summary: Create UserNotes.create_userrightsChanges dataCreate a new user. Required: application right id, user id or date granted denied. Search users first to avoid duplicates. API summary: Create UserRights.create_usersChanges dataCreate a new user. Required: body. Search users first to avoid duplicates. API summary: Create Users.create_users_minimal_responseChanges dataCreate a new contact. Required: body. Search contacts first to avoid duplicates. API summary: Create Users (minimal response).create_webhookDeletesCreate a new webhook. Required: table name, events or callback url. Destructive action; may require approval. API summary: Create a webhook subscription.create_webhook_rotate_secretDeletesCreate a new rotate secret for a webhook. Destructive action; may require approval. API summary: Rotate webhook secret.create_zip_codeChanges dataCreate a new zip code. Required: body. Search zip codes first to avoid duplicates. API summary: Create ZipCodes.delete_application_rightDeletesPermanently delete a application right by application right id. Destructive action; may require approval. API summary: Delete ApplicationRights.delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete Companies.delete_companyassetsDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete CompanyAssets.delete_companysalespeopleDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete CompanySalespeople.delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete ContactGroups.delete_contactdocumentsDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete ContactDocuments.delete_contactnotesDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete ContactNotes.delete_contactsDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete Contacts.delete_corporate_divisionDeletesPermanently delete a corporate division by corporate division id. Destructive action; may require approval. API summary: Delete CorporateDivision.delete_corporate_division_drop_downDeletesPermanently delete a corporate division drop down by corporate division drop down id. Destructive action; may require approval. API summary: Delete CorporateDivisionDropDown.delete_corporatedivisionuserDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete CorporateDivisionUser.delete_defaultinstallnotesDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete DefaultInstallNotes.delete_depositDeletesPermanently delete a deposit by deposit id. Destructive action; may require approval. API summary: Delete Deposits.delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete CompanyDocuments.delete_drop_down_listDeletesPermanently delete a drop down list by drop down list id. Destructive action; may require approval. API summary: Delete DropDownLists.delete_employeeDeletesPermanently delete a employee by employee id. Destructive action; may require approval. API summary: Delete EmployeePtoRequests.delete_employeedocumentsDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete EmployeeDocuments.delete_employeesDeletesPermanently delete a employee by employee id. Destructive action; may require approval. API summary: Delete Employees.delete_employeesalarylookupDeletesPermanently delete a employee by employee id. Destructive action; may require approval. API summary: Delete EmployeeSalaryLookup.delete_employeetimeDeletesPermanently delete a employee by employee id. Destructive action; may require approval. API summary: Delete EmployeeTime.delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval. API summary: Delete Events.delete_event_attendeeDeletesPermanently delete a event attendee by event attendee id. Destructive action; may require approval. API summary: Delete EventAttendees.delete_event_invitationDeletesPermanently delete a event invitation by event invitation id. Destructive action; may require approval. API summary: Delete EventInvitations.delete_favoriteDeletesPermanently delete a favorite by favorite id. Destructive action; may require approval. API summary: Delete Favorites.delete_follow_upDeletesPermanently delete a follow up by follow up id. Destructive action; may require approval. API summary: Delete FollowUps.delete_follow_up_recipientDeletesPermanently delete a follow up recipient by follow up recipient id. Destructive action; may require approval. API summary: Delete FollowUpRecipients.delete_global_settingDeletesPermanently delete a global setting by global setting id. Destructive action; may require approval. API summary: Delete GlobalSettings.delete_gstpsttemplateDeletesPermanently delete a gstpsttemplate by gstpsttemplate id. Destructive action; may require approval. API summary: Delete Gstpsttemplates.delete_help_desk_incidentDeletesPermanently delete a help desk incident by help desk incident id. Destructive action; may require approval. API summary: Delete HelpDeskIncidents.delete_implementation_partDeletesPermanently delete a implementation part by implementation part id. Destructive action; may require approval. API summary: Delete ImplementationParts.delete_inventoryDeletesPermanently delete a inventory by inventory id. Destructive action; may require approval. API summary: Delete InventoryWarehouse.delete_inventorystockitemsDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete InventoryStockItems.delete_leadDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Delete NapkinLeads.delete_marketing_answerDeletesPermanently delete a marketing answer by marketing answer id. Destructive action; may require approval. API summary: Delete MarketingAnswers.delete_marketing_campaignDeletesPermanently delete a marketing campaign by marketing campaign id. Destructive action; may require approval. API summary: Delete MarketingCampaigns.delete_marketing_questionDeletesPermanently delete a marketing question by marketing question id. Destructive action; may require approval. API summary: Delete MarketingQuestions.delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete CompanyNotes.delete_mfgcodeDeletesPermanently delete a mfgcode by mfgcode id. Destructive action; may require approval. API summary: Delete Mfgcodes.delete_mycompanylogosDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete MyCompanyLogos.delete_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Delete ProjectPurchaseOrders.delete_pageDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: Delete ProjectOrderEntry.delete_pendingprojectimplementationitemDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete PendingProjectImplementationItem.delete_poinvoiceDeletesPermanently delete a poinvoice by poinvoice id. Destructive action; may require approval. API summary: Delete Poinvoices.delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete DropDownListItems.delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete ProjectBomitems.delete_projectcontactsDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete ProjectContacts.delete_projectdocumentsDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete ProjectDocuments.delete_projectinstallationinstallersDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete ProjectInstallationInstallers.delete_projectinstallationoutsourcingDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete ProjectInstallationOutSourcing.delete_projectinstallationscheduleDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete ProjectInstallationSchedule.delete_projectmarketingDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete ProjectMarketing.delete_projectmilestonealertsDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete ProjectMilestoneAlerts.delete_projectmilestonesDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete ProjectMilestones.delete_projectnotesDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete ProjectNotes.delete_projectphasesDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete ProjectPhases.delete_projectpoitemsackqtyDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete ProjectPoitemsAckQty.delete_projectpunchlistitemdocumentsDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete ProjectPunchListItemDocuments.delete_projectpunchlistitemsDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete ProjectPunchListItems.delete_projectpurchaseorderacknowledgementsDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete ProjectPurchaseOrderAcknowledgements.delete_projectpurchaseorderitemsDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete ProjectPurchaseOrderItems.delete_projectpurchaseorderitemsackqtyreceivedDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete ProjectPurchaseOrderItemsAckQtyReceived.delete_projectpurchaseorderitemssifoptionsDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete ProjectPurchaseOrderItemsSifOptions.delete_projectsDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete Projects.delete_projectsalespeopleDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete ProjectSalesPeople.delete_projectscopeDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete ProjectScope.delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete ProjectQuotes.delete_salesleadsDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Delete SalesLeads.delete_service_agreementDeletesPermanently delete a service agreement by service agreement id. Destructive action; may require approval. API summary: Delete ServiceAgreements.delete_survey_nameDeletesPermanently delete a survey name by survey name id. Destructive action; may require approval. API summary: Delete SurveyNames.delete_systemnotealertsDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete SystemNoteAlerts.delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete ContactGroupMembers.delete_usermanagerofDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete UserManagerOf.delete_usernotesDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete UserNotes.delete_userrightsDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete UserRights.delete_usersDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete Users.delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Delete a webhook subscription.delete_zip_codeDeletesPermanently delete a zip code by zip code id. Destructive action; may require approval. API summary: Delete ZipCodes.find_companyassetsSearch companies by company asset id, company asset id neq, company asset id gt, company asset id lt, company asset id contains or qty. Use this to find existing companies before creating a new company. API summary: Find CompanyAssets.find_companysalespeopleSearch companies by company salesperson id, company salesperson id neq, company salesperson id gt, company salesperson id lt, company salesperson id contains or company id. Use this to find existing companies before creating a new company. API summary: Find CompanySalespeople.find_contactdocumentsSearch documents by contact document id, contact document id neq, contact document id gt, contact document id lt, contact document id contains or contact id. Use this to find existing documents before creating a new document. API summary: Find ContactDocuments.find_contactnotesSearch messages by contact note id, contact note id neq, contact note id gt, contact note id lt, contact note id contains or contact id. Use this to find existing messages before creating a new message. API summary: Find ContactNotes.find_corporatedivisionuserSearch users by corporate division user id, corporate division user id neq, corporate division user id gt, corporate division user id lt, corporate division user id contains or corporate division id. Use this to find existing users before creating a new user. API summary: Find CorporateDivisionUser.find_defaultinstallnotesSearch messages by note type, note type neq, note type gt, note type lt, note type contains or on off. Use this to find existing messages before creating a new message. API summary: Find DefaultInstallNotes.find_employee_categoriesSearch categories. Use this to find existing categories before creating a new category. API summary: Find Employee Categories.find_employeedocumentsSearch documents by employee document id, employee document id neq, employee document id gt, employee document id lt, employee document id contains or employee id. Use this to find existing documents before creating a new document. API summary: Find EmployeeDocuments.find_employeesSearch employees by employee id, employee id neq, employee id gt, employee id lt, employee id contains or first name. Use this to find existing employees before creating a new employee. API summary: Find Employees.find_employeesalarylookupSearch employees by employee salary id, employee salary id neq, employee salary id gt, employee salary id lt, employee salary id contains or employee id. Use this to find existing employees before creating a new employee. API summary: Find EmployeeSalaryLookup.find_employeetimeSearch employees by time clock id, time clock id neq, time clock id gt, time clock id lt, time clock id contains or employee id. Use this to find existing employees before creating a new employee. API summary: Find EmployeeTime.find_inventorystockitemsSearch products by inventory stock id, inventory stock id neq, inventory stock id gt, inventory stock id lt, inventory stock id contains or part id. Use this to find existing products before creating a new product. API summary: Find InventoryStockItems.find_mycompanylogosSearch companies by crystal logo company id, crystal logo company id neq, crystal logo company id gt, crystal logo company id lt, crystal logo company id contains or my company id. Use this to find existing companies before creating a new company. API summary: Find MyCompanyLogos.find_number_of_employeesSearch employees. Use this to find existing employees before creating a new employee. API summary: Find Number of Employees.find_parts_categoriesSearch categories. Use this to find existing categories before creating a new category. API summary: Find Parts Categories.find_pendingprojectimplementationitemSearch products by pending project implementation item id, pending project implementation item id neq, pending project implementation item id gt, pending project implementation item id lt, pending project implementation item id contains or user id. Use this to find existing products before creating a new product. API summary: Find PendingProjectImplementationItem.find_phase_description_categorySearch categories. Use this to find existing categories before creating a new category. API summary: Find Phase Description Category.find_product_categorySearch categories. Use this to find existing categories before creating a new category. API summary: Find Product Category.find_project_action_itemsSearch products. Use this to find existing products before creating a new product. API summary: Find Project Action Items.find_projectcontactsSearch contacts by project contact id, project contact id neq, project contact id gt, project contact id lt, project contact id contains or project id. Use this to find existing contacts before creating a new contact. API summary: Find ProjectContacts.find_projectdocumentsSearch documents by project document id, project document id neq, project document id gt, project document id lt, project document id contains or project id. Use this to find existing documents before creating a new document. API summary: Find ProjectDocuments.find_projectinstallationinstallersSearch projects by project installation installer id, project installation installer id neq, project installation installer id gt, project installation installer id lt, project installation installer id contains or project installation id. Use this to find existing projects before creating a new project. API summary: Find ProjectInstallationInstallers.find_projectinstallationoutsourcingSearch projects by project out source id, project out source id neq, project out source id gt, project out source id lt, project out source id contains or project installation id. Use this to find existing projects before creating a new project. API summary: Find ProjectInstallationOutSourcing.find_projectinstallationscheduleSearch projects by project installation id, project installation id neq, project installation id gt, project installation id lt, project installation id contains or project id. Use this to find existing projects before creating a new project. API summary: Find ProjectInstallationSchedule.find_projectmarketingSearch projects by project marketing id, project marketing id neq, project marketing id gt, project marketing id lt, project marketing id contains or project id. Use this to find existing projects before creating a new project. API summary: Find ProjectMarketing.find_projectmilestonealertsSearch projects by project milestone alert id, project milestone alert id neq, project milestone alert id gt, project milestone alert id lt, project milestone alert id contains or project milestone id. Use this to find existing projects before creating a new project. API summary: Find ProjectMilestoneAlerts.find_projectmilestonesSearch projects by project milestone id, project milestone id neq, project milestone id gt, project milestone id lt, project milestone id contains or project milestone. Use this to find existing projects before creating a new project. API summary: Find ProjectMilestones.find_projectorderentrySearch pages by project order id, project order id neq, project order id gt, project order id lt, project order id contains or project id. Use this to find existing pages before creating a new page. API summary: Find ProjectOrderEntry.find_projectphasesSearch projects by project phase id, project phase id neq, project phase id gt, project phase id lt, project phase id contains or project id. Use this to find existing projects before creating a new project. API summary: Find ProjectPhases.find_projectpoitemsackqtySearch projects by poack item id, poack item id neq, poack item id gt, poack item id lt, poack item id contains or project poitem id. Use this to find existing projects before creating a new project. API summary: Find ProjectPoitemsAckQty.find_projectpunchlistitemdocumentsSearch documents by project punch list item document id, project punch list item document id neq, project punch list item document id gt, project punch list item document id lt, project punch list item document id contains or project punch list item id. Use this to find existing documents before creating a new document. API summary: Find ProjectPunchListItemDocuments.find_projectpunchlistitemsSearch products by project punch list item id, project punch list item id neq, project punch list item id gt, project punch list item id lt, project punch list item id contains or project id. Use this to find existing products before creating a new product. API summary: Find ProjectPunchListItems.find_projectpurchaseorderacknowledgementsSearch projects by project poacknowledgement id, project poacknowledgement id neq, project poacknowledgement id gt, project poacknowledgement id lt, project poacknowledgement id contains or poid. Use this to find existing projects before creating a new project. API summary: Find ProjectPurchaseOrderAcknowledgements.find_projectpurchaseorderitemsSearch products by project poitem id, project poitem id neq, project poitem id gt, project poitem id lt, project poitem id contains or poid. Use this to find existing products before creating a new product. API summary: Find ProjectPurchaseOrderItems.find_projectpurchaseorderitemsackqtyreceivedSearch projects by poack item rec id, poack item rec id neq, poack item rec id gt, poack item rec id lt, poack item rec id contains or poack item id. Use this to find existing projects before creating a new project. API summary: Find ProjectPurchaseOrderItemsAckQtyReceived.find_projectpurchaseorderitemssifoptionsSearch projects by project purchase order item sif options id, project purchase order item sif options id neq, project purchase order item sif options id gt, project purchase order item sif options id lt, project purchase order item sif options id contains or project poitem id. Use this to find existing projects before creating a new project. API summary: Find ProjectPurchaseOrderItemsSifOptions.find_projectsalespeopleSearch contacts by project salesperson id, project salesperson id neq, project salesperson id gt, project salesperson id lt, project salesperson id contains or project id. Use this to find existing contacts before creating a new contact. API summary: Find ProjectSalesPeople.find_projectscopeSearch projects by project id, project id neq, project id gt, project id lt, project id contains or project scope1. Use this to find existing projects before creating a new project. API summary: Find ProjectScope.find_scope_builder_categoriesSearch categories. Use this to find existing categories before creating a new category. API summary: Find Scope Builder Categories.find_systemnotealertsSearch messages by system note alert id, system note alert id neq, system note alert id gt, system note alert id lt, system note alert id contains or type. Use this to find existing messages before creating a new message. API summary: Find SystemNoteAlerts.find_usermanagerofSearch users by user manager id, user manager id neq, user manager id gt, user manager id lt, user manager id contains or user id. Use this to find existing users before creating a new user. API summary: Find UserManagerOf.find_usernotesSearch messages by user note id, user note id neq, user note id gt, user note id lt, user note id contains or assigned user id. Use this to find existing messages before creating a new message. API summary: Find UserNotes.find_userrightsSearch users by user right id, user right id neq, user right id gt, user right id lt, user right id contains or application right id. Use this to find existing users before creating a new user. API summary: Find UserRights.find_web_categoriesSearch categories. Use this to find existing categories before creating a new category. API summary: Find Web Categories.get_all_project_survey_questionsList projects. API summary: Get all project survey questions.get_all_project_surveysList projects. API summary: Get all project surveys.get_application_rightGet one application right by application right id. API summary: Finds ApplicationRights by ID.get_companyGet one company by `company_id`.get_company_find_company_assets_by_idGet one company by company id. API summary: Finds CompanyAssets by ID.get_company_find_company_salespeople_by_idGet one company by company id. API summary: Finds CompanySalespeople by ID.get_company_find_my_company_logos_by_idGet one company by company id. API summary: Finds MyCompanyLogos by ID.get_contactGet one contact by `contact_id`.get_contact_2Get one contact by contact id. API summary: Finds ContactGroups by ID.get_contact_find_project_contacts_by_idGet one contact by contact id. API summary: Finds ProjectContacts by ID.get_contact_find_project_sales_people_by_idGet one contact by contact id. API summary: Finds ProjectSalesPeople by ID.get_corporate_divisionGet one corporate division by corporate division id. API summary: Finds CorporateDivision by ID.get_corporate_division_drop_downGet one corporate division drop down by corporate division drop down id. API summary: Finds CorporateDivisionDropDown by ID.get_depositGet one deposit by deposit id. API summary: Finds Deposits by ID.get_documentGet one document by document id. API summary: Finds CompanyDocuments by ID.get_document_find_contact_documents_by_idGet one document by document id. API summary: Finds ContactDocuments by ID.get_document_find_employee_documents_by_idGet one document by document id. API summary: Finds EmployeeDocuments by ID.get_document_find_project_documents_by_idGet one document by document id. API summary: Finds ProjectDocuments by ID.get_document_find_project_punch_list_item_documents_by_idGet one document by document id. API summary: Finds ProjectPunchListItemDocuments by ID.get_drop_down_listGet one drop down list by drop down list id. API summary: Finds DropDownLists by ID.get_employeeGet one employee by employee id. API summary: Finds EmployeePtoRequests by ID.get_employee_find_employee_salary_lookup_by_idGet one employee by employee id. API summary: Finds EmployeeSalaryLookup by ID.get_employee_find_employee_time_by_idGet one employee by employee id. API summary: Finds EmployeeTime by ID.get_employee_find_employees_by_idGet one employee by employee id. API summary: Finds Employees by ID.get_eventGet one event by event id. API summary: Finds Events by ID.get_event_attendeeGet one event attendee by event attendee id. API summary: Finds EventAttendees by ID.get_event_invitationGet one event invitation by event invitation id. API summary: Finds EventInvitations by ID.get_favoriteGet one favorite by favorite id. API summary: Finds Favorites by ID.get_follow_upGet one follow up by follow up id. API summary: Finds FollowUps by ID.get_follow_up_recipientGet one follow up recipient by follow up recipient id. API summary: Finds FollowUpRecipients by ID.get_global_settingGet one global setting by global setting id. API summary: Finds GlobalSettings by ID.get_gstpsttemplateGet one gstpsttemplate by gstpsttemplate id. API summary: Finds Gstpsttemplates by ID.get_help_desk_incidentGet one help desk incident by help desk incident id. API summary: Finds HelpDeskIncidents by ID.get_implementation_partGet one implementation part by implementation part id. API summary: Finds ImplementationParts by ID.get_inventoryGet one inventory by inventory id. API summary: Finds InventoryWarehouse by ID.get_leadGet one lead by lead id. API summary: Finds NapkinLeads by ID.get_marketing_answerGet one marketing answer by marketing answer id. API summary: Finds MarketingAnswers by ID.get_marketing_campaignGet one marketing campaign by marketing campaign id. API summary: Finds MarketingCampaigns by ID.get_marketing_questionGet one marketing question by marketing question id. API summary: Finds MarketingQuestions by ID.get_messageGet one message by message id. API summary: Finds CompanyNotes by ID.get_message_find_contact_notes_by_idGet one message by message id. API summary: Finds ContactNotes by ID.get_message_find_default_install_notes_by_idGet one message by message id. API summary: Finds DefaultInstallNotes by ID.get_message_find_project_notes_by_idGet one message by message id. API summary: Finds ProjectNotes by ID.get_message_find_system_note_alerts_by_idGet one message by message id. API summary: Finds SystemNoteAlerts by ID.get_message_find_user_notes_by_idGet one message by message id. API summary: Finds UserNotes by ID.get_mfgcodeGet one mfgcode by mfgcode id. API summary: Finds Mfgcodes by ID.get_pageGet one page by page id. API summary: Finds ProjectOrderEntry by ID.get_poinvoiceGet one poinvoice by poinvoice id. API summary: Finds Poinvoices by ID.get_productGet one product by product id. API summary: Finds DropDownListItems by ID.get_product_find_inventory_stock_items_by_idGet one product by product id. API summary: Finds InventoryStockItems by ID.get_product_find_pending_project_implementation_item_by_idGet one product by product id. API summary: Finds PendingProjectImplementationItem by ID.get_product_find_project_punch_list_items_by_idGet one product by product id. API summary: Finds ProjectPunchListItems by ID.get_product_find_project_purchase_order_items_by_idGet one product by product id. API summary: Finds ProjectPurchaseOrderItems by ID.get_projectGet one project by `project_id`.get_project_2Get one project by project id. API summary: Finds ProjectBomitems by ID.get_project_find_project_installation_installers_by_idGet one project by project id. API summary: Finds ProjectInstallationInstallers by ID.get_project_find_project_installation_out_sourcing_by_idGet one project by project id. API summary: Finds ProjectInstallationOutSourcing by ID.get_project_find_project_installation_schedule_by_idGet one project by project id. API summary: Finds ProjectInstallationSchedule by ID.get_project_find_project_marketing_by_idGet one project by project id. API summary: Finds ProjectMarketing by ID.get_project_find_project_milestone_alerts_by_idGet one project by project id. API summary: Finds ProjectMilestoneAlerts by ID.get_project_find_project_milestones_by_idGet one project by project id. API summary: Finds ProjectMilestones by ID.get_project_find_project_phases_by_idGet one project by project id. API summary: Finds ProjectPhases by ID.get_project_find_project_poitems_ack_qty_by_idGet one project by project id. API summary: Finds ProjectPoitemsAckQty by ID.get_project_find_project_purchase_order_acknowledgements_by_idGet one project by project id. API summary: Finds ProjectPurchaseOrderAcknowledgements by ID.get_project_find_project_purchase_order_items_ack_qty_received_bGet one project by project id. API summary: Finds ProjectPurchaseOrderItemsAckQtyReceived by ID.get_project_find_project_purchase_order_items_sif_options_by_idGet one project by project id. API summary: Finds ProjectPurchaseOrderItemsSifOptions by ID.get_project_find_project_scope_by_idGet one project by project id. API summary: Finds ProjectScope by ID.get_purchase_orderGet one project purchase order by `order_id`.get_quoteGet one project quote by `quote_id`.get_receivingGet one receiving by acknowledgement id. API summary: Get receiving records by project and acknowledgement ID.get_sales_leadGet one sales lead by `sales_lead_id`.get_sales_teamGet one sales team by salesperson. API summary: Find sales team by salesperson.get_service_agreementGet one service agreement by service agreement id. API summary: Finds ServiceAgreements by ID.get_statusGet one status. API summary: Find Ship Status.get_survey_nameGet one survey name by survey name id. API summary: Finds SurveyNames by ID.get_survey_question_answer_by_idGet one project by project id. API summary: Get survey question answer by ID.get_userGet one user by user id. API summary: Finds ContactGroupMembers by ID.get_user_find_corporate_division_user_by_idGet one user by user id. API summary: Finds CorporateDivisionUser by ID.get_user_find_user_manager_of_by_idGet one user by user id. API summary: Finds UserManagerOf by ID.get_user_find_user_rights_by_idGet one user by user id. API summary: Finds UserRights by ID.get_user_find_users_by_idGet one user by user id. API summary: Finds Users by ID.get_viumGet one vium. API summary: Find Ship Via.get_webhookGet one webhook by webhook id. API summary: Get webhook by Id.get_zip_codeGet one zip code by zip code id. API summary: Finds ZipCodes by ID.list_all_drop_down_optionsList all drop down options. API summary: Get dropdown options by list text.list_cartonsList cartons. API summary: Get all cartons for a project.list_company_notesList notes on companies, filtered by `company_id`, `note_type` or text in `note_contains`.list_contact_projectsList the projects linked to a contact by `contact_id`.list_inventoriesList inventories. API summary: Get available inventory.list_messagesList messages. API summary: List favorite summaries.list_my_usagesList my usages. Optional filters: start date or end date. API summary: Get usage data for the authenticated client.list_project_notesList notes on projects, filtered by `project_id`, `note_type` or text in `note_contains`.list_projectsList projects. API summary: Get all survey question answers.list_receiving_cartonsList cartons for a receiving. API summary: Get carton details for an acknowledgement.list_receiving_summariesList summaries for a receiving. API summary: Get receiving summary by project and acknowledgement.list_receivingsList receivings. API summary: Get all receiving records.list_system_note_alert_summariesList messages. API summary: List system note alert summaries.list_usersList users. API summary: Get project members.list_webhooksList webhooks. API summary: List tenant webhooks.search_action_item_pre_requisitesSearch action item pre requisites. Use this to find existing action item pre requisites before creating a new action item pre requisite. API summary: Find Action Item Pre-requisites.search_application_rightsSearch application rights by application right id, application right id neq, application right id gt, application right id lt, application right id contains or application right. Use this to find existing application rights before creating a new application right. API summary: Find ApplicationRights.search_billable_time_service_typesSearch billable time service types. Use this to find existing billable time service types before creating a new billable time service type. API summary: Find Billable Time Service Types.search_categoriesSearch categories. Use this to find existing categories before creating a new category. API summary: Find Auto Part Categories.search_commission_payment_typesSearch commission payment types. Use this to find existing commission payment types before creating a new commission payment type. API summary: Find Commission Payment Types.search_companiesSearch companies (customers, vendors and other firms) by `company_name`, `company_type`, `main_phone`, `web_site`, `status` and many more fields (most also accept _contains variants).search_company_asset_divisionsSearch company asset divisions. Use this to find existing company asset divisions before creating a new company asset division. API summary: Find Company Asset Divisions.search_company_asset_document_typesSearch company asset document types. Use this to find existing company asset document types before creating a new company asset document type. API summary: Find Company Asset Document Types.search_company_asset_note_typesSearch company asset note types. Use this to find existing company asset note types before creating a new company asset note type. API summary: Find Company Asset Note Types.search_company_asset_statusesSearch company asset statuses. Use this to find existing company asset statuses before creating a new company asset status. API summary: Find Company Asset Statuses.search_company_asset_typesSearch company asset types. Use this to find existing company asset types before creating a new company asset type. API summary: Find Company Asset Types.search_company_document_typesSearch company document types. Use this to find existing company document types before creating a new company document type. API summary: Find Company Document Types.search_company_note_typesSearch company note types. Use this to find existing company note types before creating a new company note type. API summary: Find Company Note Type.search_company_statusesSearch company statuses. Use this to find existing company statuses before creating a new company status. API summary: Find Company Statuses.search_company_typesSearch company types. Use this to find existing company types before creating a new company type. API summary: Find Company Types.search_contact_departmentsSearch contact departments. Use this to find existing contact departments before creating a new contact department. API summary: Find Contact Departments.search_contact_document_typesSearch contact document types. Use this to find existing contact document types before creating a new contact document type. API summary: Find Contact Document Types.search_contact_groups_drop_downsSearch contact groups drop downs. Use this to find existing contact groups drop downs before creating a new contact groups drop down. API summary: Find Contact Groups.search_contact_note_typesSearch contact note types. Use this to find existing contact note types before creating a new contact note type. API summary: Find Contact Note Type.search_contact_salutationsSearch contact salutations. Use this to find existing contact salutations before creating a new contact salutation. API summary: Find Contact Salutation.search_contact_statusesSearch contact statuses. Use this to find existing contact statuses before creating a new contact status. API summary: Find Contact Statuses.search_contact_titlesSearch contact titles. Use this to find existing contact titles before creating a new contact title. API summary: Find Contact Titles.search_contact_typesSearch contact types. Use this to find existing contact types before creating a new contact type. API summary: Find Contact Types.search_contactsSearch contacts by `first_name`, `last_name`, `work_email`, `company_id`, `mobile_phone`, `title` and more (most also accept _contains variants).search_contacts_2Search contacts by contact group id, contact group id neq, contact group id gt, contact group id lt, contact group id contains or user id. Use this to find existing contacts before creating a new contact. API summary: Find ContactGroups.search_contract_typesSearch contract types. Use this to find existing contract types before creating a new contract type. API summary: Find Contract Types.search_corporate_division_drop_downsSearch corporate division drop downs by corporate division drop down id, corporate division drop down id neq, corporate division drop down id gt, corporate division drop down id lt, corporate division drop down id contains or corporate division id. Use this to find existing corporate division drop downs before creating a new corporate division drop down. API summary: Find CorporateDivisionDropDown.search_corporate_divisionsSearch corporate divisions by corporate division id, corporate division id neq, corporate division id gt, corporate division id lt, corporate division id contains or name. Use this to find existing corporate divisions before creating a new corporate division. API summary: Find CorporateDivision.search_depositsSearch deposits by deposit id, deposit id neq, deposit id gt, deposit id lt, deposit id contains or deposit amount. Use this to find existing deposits before creating a new deposit. API summary: Find Deposits.search_documentsSearch documents by company document id, company document id neq, company document id gt, company document id lt, company document id contains or company id. Use this to find existing documents before creating a new document. API summary: Find CompanyDocuments.search_drop_down_listsSearch drop down lists by drop down list id, drop down list id neq, drop down list id gt, drop down list id lt, drop down list id contains or drop down list text. Use this to find existing drop down lists before creating a new drop down list. API summary: Find DropDownLists.search_employee_document_typesSearch employee document types. Use this to find existing employee document types before creating a new employee document type. API summary: Find Employee Document Types.search_employee_emergency_contact_relationshipsSearch employee emergency contact relationships. Use this to find existing employee emergency contact relationships before creating a new employee emergency contact relationship. API summary: Find Employee Emergency Contact Relationships.search_employee_ethnicitiesSearch employee ethnicities. Use this to find existing employee ethnicities before creating a new employee ethnicity. API summary: Find Employee Ethnicity.search_employee_note_typesSearch employee note types. Use this to find existing employee note types before creating a new employee note type. API summary: Find Employee Note Types.search_employee_pay_schedulesSearch employee pay schedules. Use this to find existing employee pay schedules before creating a new employee pay schedule. API summary: Find Employee Pay Schedules.search_employee_titlesSearch employee titles. Use this to find existing employee titles before creating a new employee title. API summary: Find Employee Title.search_employeesSearch employees by employee pto request id, employee pto request id neq, employee pto request id gt, employee pto request id lt, employee pto request id contains or employee id. Use this to find existing employees before creating a new employee. API summary: Find EmployeePtoRequests.search_event_attendeesSearch event attendees by event attendees id, event attendees id neq, event attendees id gt, event attendees id lt, event attendees id contains or event id. Use this to find existing event attendees before creating a new event attendee. API summary: Find EventAttendees.search_event_invitationsSearch event invitations by event invitation id, event invitation id neq, event invitation id gt, event invitation id lt, event invitation id contains or event id. Use this to find existing event invitations before creating a new event invitation. API summary: Find EventInvitations.search_event_typesSearch event types. Use this to find existing event types before creating a new event type. API summary: Find Event Types.search_eventsSearch calendar events by `subject`, `regarding`, `event_type`, `user_id`, `project_id`, dates and more.search_favoritesSearch favorites by favorite item id, favorite item id neq, favorite item id gt, favorite item id lt, favorite item id contains or user id. Use this to find existing favorites before creating a new favorite. API summary: Find Favorites.search_follow_up_recipientsSearch follow up recipients by follow up recipent id, follow up recipent id neq, follow up recipent id gt, follow up recipent id lt, follow up recipent id contains or follow up id. Use this to find existing follow up recipients before creating a new follow up recipient. API summary: Find FollowUpRecipients.search_follow_up_typesSearch follow up types. Use this to find existing follow up types before creating a new follow up type. API summary: Find Follow-Up Types.search_follow_upsSearch follow-ups by `regarding`, `priority`, `follow_up_type`, `created_by` and more.search_global_settingsSearch global settings by fiscal month start, fiscal month start neq, fiscal month start gt, fiscal month start lt, fiscal month start contains or fiscal month number. Use this to find existing global settings before creating a new global setting. API summary: Find GlobalSettings.search_grainger_project_statusesSearch grainger project statuses. Use this to find existing grainger project statuses before creating a new grainger project status. API summary: Find Grainger Project Status.search_gstpsttemplatesSearch gstpsttemplates by gstpsttemplate id, gstpsttemplate id neq, gstpsttemplate id gt, gstpsttemplate id lt, gstpsttemplate id contains or template name. Use this to find existing gstpsttemplates before creating a new gstpsttemplate. API summary: Find Gstpsttemplates.search_help_desk_follow_up_typesSearch help desk follow up types. Use this to find existing help desk follow up types before creating a new help desk follow up type. API summary: Find Help Desk Follow-up Types.search_help_desk_incident_document_typesSearch help desk incident document types. Use this to find existing help desk incident document types before creating a new help desk incident document type. API summary: Find Help Desk Incident Document Type.search_help_desk_incident_keywordsSearch help desk incident keywords. Use this to find existing help desk incident keywords before creating a new help desk incident keyword. API summary: Find Help Desk Incident Keywords.search_help_desk_incident_levelsSearch help desk incident levels. Use this to find existing help desk incident levels before creating a new help desk incident level. API summary: Find Help Desk Incident Levels.search_help_desk_incident_note_typesSearch help desk incident note types. Use this to find existing help desk incident note types before creating a new help desk incident note type. API summary: Find Help Desk Incident Note Types.search_help_desk_incident_statusesSearch help desk incident statuses. Use this to find existing help desk incident statuses before creating a new help desk incident status. API summary: Find Help Desk Incident Status.search_help_desk_incident_thread_typesSearch help desk incident thread types. Use this to find existing help desk incident thread types before creating a new help desk incident thread type. API summary: Find Help Desk Incident Thread Type.search_help_desk_incident_typesSearch help desk incident types. Use this to find existing help desk incident types before creating a new help desk incident type. API summary: Find Help Desk Incident Type.search_help_desk_incidentsSearch help desk incidents by help desk incident id, help desk incident id neq, help desk incident id gt, help desk incident id lt, help desk incident id contains or user id. Use this to find existing help desk incidents before creating a new help desk incident. API summary: Find HelpDeskIncidents.search_human_resources_document_typesSearch human resources document types. Use this to find existing human resources document types before creating a new human resources document type. API summary: Find Human Resources Document Types.search_implementation_partsSearch implementation parts by imp poitem id, imp poitem id neq, imp poitem id gt, imp poitem id lt, imp poitem id contains or project installation id. Use this to find existing implementation parts before creating a new implementation part. API summary: Find ImplementationParts.search_installation_product_typesSearch installation product types. Use this to find existing installation product types before creating a new installation product type. API summary: Find Installation Product Types.search_installation_schedule_divisionsSearch installation schedule divisions. Use this to find existing installation schedule divisions before creating a new installation schedule division. API summary: Find Installation Schedule Divisions.search_installation_typesSearch installation types. Use this to find existing installation types before creating a new installation type. API summary: Find Installation Types.search_installer_divisionsSearch installer divisions. Use this to find existing installer divisions before creating a new installer division. API summary: Find Installer Divisions.search_installersSearch installers. Use this to find existing installers before creating a new installer. API summary: Find Installers.search_internal_project_cost_typesSearch internal project cost types. Use this to find existing internal project cost types before creating a new internal project cost type. API summary: Find Internal Project Cost Types.search_inventoriesSearch inventories by inv warehouse id, inv warehouse id neq, inv warehouse id gt, inv warehouse id lt, inv warehouse id contains or enabled. Use this to find existing inventories before creating a new inventory. API summary: Find InventoryWarehouse.search_invoice_non_payment_reasonsSearch invoice non payment reasons. Use this to find existing invoice non payment reasons before creating a new invoice non payment reason. API summary: Find Invoice Non Payment Reason.search_journal_cost_typesSearch journal cost types. Use this to find existing journal cost types before creating a new journal cost type. API summary: Find Journal Cost Types.search_knowledge_base_article_applies_to_listsSearch knowledge base article applies to lists. Use this to find existing knowledge base article applies to lists before creating a new knowledge base article applies to list. API summary: Find Knowledge Base Article Applies To List.search_knowledge_base_article_document_typesSearch knowledge base article document types. Use this to find existing knowledge base article document types before creating a new knowledge base article document type. API summary: Find Knowledge Base Article Document Types.search_knowledge_base_article_typesSearch knowledge base article types. Use this to find existing knowledge base article types before creating a new knowledge base article type. API summary: Find Knowledge Base Article Types.search_leadsSearch leads by napkin lead id, napkin lead id neq, napkin lead id gt, napkin lead id lt, napkin lead id contains or name. Use this to find existing leads before creating a new lead. API summary: Find NapkinLeads.search_market_type_for_reportsSearch market type for reports. Use this to find existing market type for reports before creating a new market type for report. API summary: Find Market Type For Reports.search_market_typesSearch market types. Use this to find existing market types before creating a new market type. API summary: Find Market Types.search_marketing_answersSearch marketing answers by marketing answer id, marketing answer id neq, marketing answer id gt, marketing answer id lt, marketing answer id contains or marketing question id. Use this to find existing marketing answers before creating a new marketing answer. API summary: Find MarketingAnswers.search_marketing_campaignsSearch marketing campaigns by marketing campaign id, marketing campaign id neq, marketing campaign id gt, marketing campaign id lt, marketing campaign id contains or marketing campaign name. Use this to find existing marketing campaigns before creating a new marketing campaign. API summary: Find MarketingCampaigns.search_marketing_questionsSearch marketing questions by marketing question id, marketing question id neq, marketing question id gt, marketing question id lt, marketing question id contains or marketing question. Use this to find existing marketing questions before creating a new marketing question. API summary: Find MarketingQuestions.search_mfgcodesSearch mfgcodes by mfgcode id, mfgcode id neq, mfgcode id gt, mfgcode id lt, mfgcode id contains or mfgcode. Use this to find existing mfgcodes before creating a new mfgcode. API summary: Find Mfgcodes.search_my_company_document_typesSearch my company document types. Use this to find existing my company document types before creating a new my company document type. API summary: Find My Company Document Types.search_order_typesSearch order types. Use this to find existing order types before creating a new order type. API summary: Find Order Types.search_pagesSearch pages. Use this to find existing pages before creating a new page. API summary: Find Personality Framework Entries.search_poinvoicesSearch poinvoices by poinvoice id, poinvoice id neq, poinvoice id gt, poinvoice id lt, poinvoice id contains or poid. Use this to find existing poinvoices before creating a new poinvoice. API summary: Find Poinvoices.search_product_typesSearch product types. Use this to find existing product types before creating a new product type. API summary: Find Product Types.search_productsSearch products by drop down list item id, drop down list item id neq, drop down list item id gt, drop down list item id lt, drop down list item id contains or drop down list id. Use this to find existing products before creating a new product. API summary: Find DropDownListItems.search_project_bid_competitorsSearch project bid competitors. Use this to find existing project bid competitors before creating a new project bid competitor. API summary: Find Project Bid Competitors.search_project_bid_product_typesSearch project bid product types. Use this to find existing project bid product types before creating a new project bid product type. API summary: Find Project Bid Product Types.search_project_billing_typesSearch project billing types. Use this to find existing project billing types before creating a new project billing type. API summary: Find Project Billing Types.search_project_contact_influence_statusesSearch project contact influence statuses. Use this to find existing project contact influence statuses before creating a new project contact influence status. API summary: Find Project Contact Influence Status.search_project_contact_influence_typesSearch project contact influence types. Use this to find existing project contact influence types before creating a new project contact influence type. API summary: Find Project Contact Influence Types.search_project_contact_typesSearch project contact types. Use this to find existing project contact types before creating a new project contact type. API summary: Find Project Contact Types.search_project_designersSearch project designers. Use this to find existing project designers before creating a new project designer. API summary: Find Project Designers.search_project_document_typesSearch project document types. Use this to find existing project document types before creating a new project document type. API summary: Find Project Document Types.search_project_managersSearch project managers. Use this to find existing project managers before creating a new project manager. API summary: Find Project Managers.search_project_note_typesSearch project note types. Use this to find existing project note types before creating a new project note type. API summary: Find Project Note Types.search_project_order_statusesSearch project order statuses. Use this to find existing project order statuses before creating a new project order status. API summary: Find Project Order Status.search_project_payment_paid_biesSearch project payment paid bies. Use this to find existing project payment paid bies before creating a new project payment paid by. API summary: Find Project Payment Paid By.search_project_probabilitiesSearch project probabilities. Use this to find existing project probabilities before creating a new project probability. API summary: Find Project Probabilities.search_project_sales_stagesSearch project sales stages. Use this to find existing project sales stages before creating a new project sales stage. API summary: Find Project Sales Stages.search_project_statusesSearch project statuses. Use this to find existing project statuses before creating a new project status. API summary: Find Project Statuses.search_project_touch_typesSearch project touch types. Use this to find existing project touch types before creating a new project touch type. API summary: Find Project Touch Types.search_project_typesSearch project types. Use this to find existing project types before creating a new project type. API summary: Find Project Types.search_projectsSearch projects by `project_name`, `job_number`, `company_id`, `project_status`, `sales_stage`, `customer_po` and many more fields (most also accept _contains, _gt, _lt and _neq variants).search_projects_2Search projects by bomitem id, bomitem id neq, bomitem id gt, bomitem id lt, bomitem id contains or project option id. Use this to find existing projects before creating a new project. API summary: Find ProjectBomitems.search_punch_list_reasonsSearch punch list reasons. Use this to find existing punch list reasons before creating a new punch list reason. API summary: Find Punch List Reasons.search_punch_list_root_causesSearch punch list root causes. Use this to find existing punch list root causes before creating a new punch list root cause. API summary: Find Punch List Root Causes.search_purchase_ordersSearch project purchase orders by `project_id`, `vendor_id`, `order_name`, `phase`, totals and more.search_quotesSearch project quotes by `project_id`, `quote_name`, `bill_name`, `chosen` and more.search_referred_biesSearch referred bies. Use this to find existing referred bies before creating a new referred by. API summary: Find Referred By.search_resSearch res. Use this to find existing res before creating a new re. API summary: Find Message Type/RE.search_sales_credit_typesSearch sales credit types. Use this to find existing sales credit types before creating a new sales credit type. API summary: Find Sales Credit Types.search_sales_creditsSearch sales credits. Use this to find existing sales credits before creating a new sales credit. API summary: Find Sales Credit %.search_sales_divisionsSearch sales divisions. Use this to find existing sales divisions before creating a new sales division. API summary: Find Sales Divisions.search_sales_lead_cancellation_reasonsSearch sales lead cancellation reasons. Use this to find existing sales lead cancellation reasons before creating a new sales lead cancellation reason. API summary: Find Sales Lead Cancellation Reason.search_sales_lead_prioritiesSearch sales lead priorities. Use this to find existing sales lead priorities before creating a new sales lead priority. API summary: Find Sales Lead Priority.search_sales_lead_statusesSearch sales lead statuses. Use this to find existing sales lead statuses before creating a new sales lead status. API summary: Find Sales Lead Status.search_sales_lead_touch_typesSearch sales lead touch types. Use this to find existing sales lead touch types before creating a new sales lead touch type. API summary: Find Sales Lead Touch Types.search_sales_lead_typesSearch sales lead types. Use this to find existing sales lead types before creating a new sales lead type. API summary: Find Sales Lead Types.search_sales_leadsSearch sales leads by `status`, `salesperson`, `contact_id`, `priority`, `lead_number` and more.search_sales_territoriesSearch sales territories. Use this to find existing sales territories before creating a new sales territory. API summary: Find Sales Territories.search_salespeopleSearch salespeople. Use this to find existing salespeople before creating a new salesperson. API summary: Find Salespeople.search_service_agreement_billing_typesSearch service agreement billing types. Use this to find existing service agreement billing types before creating a new service agreement billing type. API summary: Find Service Agreement Billing Type.search_service_agreement_contact_typesSearch service agreement contact types. Use this to find existing service agreement contact types before creating a new service agreement contact type. API summary: Find Service Agreement Contact Types.search_service_agreement_document_typesSearch service agreement document types. Use this to find existing service agreement document types before creating a new service agreement document type. API summary: Find Service Agreement Document Types.search_service_agreement_note_typesSearch service agreement note types. Use this to find existing service agreement note types before creating a new service agreement note type. API summary: Find Service Agreement Note Types.search_service_agreement_paid_biesSearch service agreement paid bies. Use this to find existing service agreement paid bies before creating a new service agreement paid by. API summary: Find Service Agreement Paid By.search_service_agreement_statusesSearch service agreement statuses. Use this to find existing service agreement statuses before creating a new service agreement status. API summary: Find Service Agreement Statuses.search_service_agreement_typesSearch service agreement types. Use this to find existing service agreement types before creating a new service agreement type. API summary: Find Service Agreement Types.search_service_agreementsSearch service agreements by service agreement id, service agreement id neq, service agreement id gt, service agreement id lt, service agreement id contains or company id. Use this to find existing service agreements before creating a new service agreement. API summary: Find ServiceAgreements.search_service_proposal_next_touch_typesSearch service proposal next touch types. Use this to find existing service proposal next touch types before creating a new service proposal next touch type. API summary: Find Service Proposal Next Touch Types.search_service_schedule_divisionsSearch service schedule divisions. Use this to find existing service schedule divisions before creating a new service schedule division. API summary: Find Service Schedule Divisions.search_service_techniciansSearch service technicians. Use this to find existing service technicians before creating a new service technician. API summary: Find Service Technicians.search_service_ticket_billing_typesSearch service ticket billing types. Use this to find existing service ticket billing types before creating a new service ticket billing type. API summary: Find Service Ticket Billing Type.search_service_ticket_document_typesSearch service ticket document types. Use this to find existing service ticket document types before creating a new service ticket document type. API summary: Find Service Ticket Document Types.search_service_ticket_note_typesSearch service ticket note types. Use this to find existing service ticket note types before creating a new service ticket note type. API summary: Find Service Ticket Note Types.search_service_ticket_paid_biesSearch service ticket paid bies. Use this to find existing service ticket paid bies before creating a new service ticket paid by. API summary: Find Service Ticket Paid By.search_service_ticket_prioritiesSearch service ticket priorities. Use this to find existing service ticket priorities before creating a new service ticket priority. API summary: Find Service Ticket Priorities.search_service_ticket_statusesSearch service ticket statuses. Use this to find existing service ticket statuses before creating a new service ticket status. API summary: Find Service Ticket Status.search_service_ticket_typesSearch service ticket types. Use this to find existing service ticket types before creating a new service ticket type. API summary: Find Service Ticket Types.search_service_typesSearch service types. Use this to find existing service types before creating a new service type. API summary: Find Service Types.search_serviceable_item_colorsSearch serviceable item colors. Use this to find existing serviceable item colors before creating a new serviceable item color. API summary: Find Serviceable Item Colors.search_serviceable_item_contact_typesSearch serviceable item contact types. Use this to find existing serviceable item contact types before creating a new serviceable item contact type. API summary: Find Serviceable Item Contact Types.search_serviceable_item_document_typesSearch serviceable item document types. Use this to find existing serviceable item document types before creating a new serviceable item document type. API summary: Find Serviceable Item Document Types.search_serviceable_item_modelsSearch serviceable item models. Use this to find existing serviceable item models before creating a new serviceable item model. API summary: Find Serviceable Item Model.search_serviceable_item_note_typesSearch serviceable item note types. Use this to find existing serviceable item note types before creating a new serviceable item note type. API summary: Find Serviceable Item Note Types.search_serviceable_item_product_typesSearch serviceable item product types. Use this to find existing serviceable item product types before creating a new serviceable item product type. API summary: Find Serviceable Item Product Types.search_serviceable_item_statusesSearch serviceable item statuses. Use this to find existing serviceable item statuses before creating a new serviceable item status. API summary: Find Serviceable Item Status.search_serviceable_item_typesSearch serviceable item types. Use this to find existing serviceable item types before creating a new serviceable item type. API summary: Find Serviceable Item Types.search_snippet_typesSearch snippet types. Use this to find existing snippet types before creating a new snippet type. API summary: Find Snippet Types.search_survey_namesSearch survey names by survey id, survey id neq, survey id gt, survey id lt, survey id contains or survey name. Use this to find existing survey names before creating a new survey name. API summary: Find SurveyNames.search_tasksSearch tasks. Use this to find existing tasks before creating a new task. API summary: Find Action Item Completion Tasks.search_tax_codesSearch tax codes. Use this to find existing tax codes before creating a new tax code. API summary: Find Tax Codes.search_temporary_document_typesSearch temporary document types. Use this to find existing temporary document types before creating a new temporary document type. API summary: Find Temporary Document Types.search_terms_of_salesSearch terms of sales. Use this to find existing terms of sales before creating a new terms of sale. API summary: Find Terms of Sale.search_units_of_measuresSearch units of measures. Use this to find existing units of measures before creating a new units of measure. API summary: Find Units of Measure.search_usersSearch e-manage users by `full_name`, `user_name` or `user_type`, to find the `user_id` other tools need.search_users_2Search users by contact group member id, contact group member id neq, contact group member id gt, contact group member id lt, contact group member id contains or contact group id. Use this to find existing users before creating a new user. API summary: Find ContactGroupMembers.search_vendor_tax_reporting_methodsSearch vendor tax reporting methods. Use this to find existing vendor tax reporting methods before creating a new vendor tax reporting method. API summary: Find Vendor Tax Reporting Methods.search_zip_codesSearch zip codes by zip code id, zip code id neq, zip code id gt, zip code id lt, zip code id contains or zip code. Use this to find existing zip codes before creating a new zip code. API summary: Find ZipCodes.send_addressVisible to othersSend a address. Has effects visible outside this system. API summary: Find Send Order E-mail Addresses.send_test_eventDeletesSend a test event (webhook id). Destructive action; may require approval. API summary: Send a test event to one subscription.update_application_rightsVisible to othersUpdate an existing application right. Has effects visible outside this system. API summary: Update ApplicationRights.update_companyVisible to othersUpdate a company; put `companyId` and the fields to change in `body`.update_companyassetsVisible to othersUpdate an existing company. Has effects visible outside this system. API summary: Update CompanyAssets.update_companysalespeopleVisible to othersUpdate an existing company. Has effects visible outside this system. API summary: Update CompanySalespeople.update_contactVisible to othersUpdate a contact; put `contactId` and the fields to change in `body`.update_contactdocumentsVisible to othersUpdate an existing document. Has effects visible outside this system. API summary: Update ContactDocuments.update_contactnotesVisible to othersUpdate an existing message. Has effects visible outside this system. API summary: Update ContactNotes.update_contactsVisible to othersUpdate an existing contact. Has effects visible outside this system. API summary: Update ContactGroups.update_corporate_division_drop_downsVisible to othersUpdate an existing corporate division drop down. Has effects visible outside this system. API summary: Update CorporateDivisionDropDown.update_corporate_divisionsVisible to othersUpdate an existing corporate division. Has effects visible outside this system. API summary: Update CorporateDivision.update_corporatedivisionuserVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Update CorporateDivisionUser.update_defaultinstallnotesVisible to othersUpdate an existing message. Has effects visible outside this system. API summary: Update DefaultInstallNotes.update_depositsVisible to othersUpdate an existing deposit. Has effects visible outside this system. API summary: Update Deposits.update_documentsVisible to othersUpdate an existing document. Has effects visible outside this system. API summary: Update CompanyDocuments.update_drop_down_listsVisible to othersUpdate an existing drop down list. Has effects visible outside this system. API summary: Update DropDownLists.update_employeedocumentsVisible to othersUpdate an existing document. Has effects visible outside this system. API summary: Update EmployeeDocuments.update_employeesVisible to othersUpdate an existing employee. Has effects visible outside this system. API summary: Update EmployeePtoRequests.update_employees_update_employeesVisible to othersUpdate an existing employee. Has effects visible outside this system. API summary: Update Employees.update_employeesalarylookupVisible to othersUpdate an existing employee. Has effects visible outside this system. API summary: Update EmployeeSalaryLookup.update_employeetimeVisible to othersUpdate an existing employee. Has effects visible outside this system. API summary: Update EmployeeTime.update_event_attendeesVisible to othersUpdate an existing event attendee. Has effects visible outside this system. API summary: Update EventAttendees.update_event_invitationsVisible to othersUpdate an existing event invitation. Has effects visible outside this system. API summary: Update EventInvitations.update_eventsVisible to othersUpdate an existing event. Has effects visible outside this system. API summary: Update Events.update_favoritesVisible to othersUpdate an existing favorite. Has effects visible outside this system. API summary: Update Favorites.update_follow_up_recipientsVisible to othersUpdate an existing follow up recipient. Has effects visible outside this system. API summary: Update FollowUpRecipients.update_follow_upsVisible to othersUpdate an existing follow up. Has effects visible outside this system. API summary: Update FollowUps.update_global_settingsVisible to othersUpdate an existing global setting. Has effects visible outside this system. API summary: Update GlobalSettings.update_gstpsttemplatesVisible to othersUpdate an existing gstpsttemplate. Has effects visible outside this system. API summary: Update Gstpsttemplates.update_help_desk_incidentsVisible to othersUpdate an existing help desk incident. Has effects visible outside this system. API summary: Update HelpDeskIncidents.update_implementation_partsVisible to othersUpdate an existing implementation part. Has effects visible outside this system. API summary: Update ImplementationParts.update_inventoriesVisible to othersUpdate an existing inventory. Has effects visible outside this system. API summary: Update InventoryWarehouse.update_inventorystockitemsVisible to othersUpdate an existing product. Has effects visible outside this system. API summary: Update InventoryStockItems.update_leadsVisible to othersUpdate an existing lead. Has effects visible outside this system. API summary: Update NapkinLeads.update_marketing_answersVisible to othersUpdate an existing marketing answer. Has effects visible outside this system. API summary: Update MarketingAnswers.update_marketing_campaignsVisible to othersUpdate an existing marketing campaign. Has effects visible outside this system. API summary: Update MarketingCampaigns.update_marketing_questionsVisible to othersUpdate an existing marketing question. Has effects visible outside this system. API summary: Update MarketingQuestions.update_messagesVisible to othersUpdate an existing message. Has effects visible outside this system. API summary: Update CompanyNotes.update_mfgcodesVisible to othersUpdate an existing mfgcode. Has effects visible outside this system. API summary: Update Mfgcodes.update_mycompanylogosVisible to othersUpdate an existing company. Has effects visible outside this system. API summary: Update MyCompanyLogos.update_ordersVisible to othersUpdate an existing order. Has effects visible outside this system. API summary: Update ProjectPurchaseOrders.update_pagesVisible to othersUpdate an existing page. Has effects visible outside this system. API summary: Update ProjectOrderEntry.update_pendingprojectimplementationitemVisible to othersUpdate an existing product. Has effects visible outside this system. API summary: Update PendingProjectImplementationItem.update_poinvoicesVisible to othersUpdate an existing poinvoice. Has effects visible outside this system. API summary: Update Poinvoices.update_productsVisible to othersUpdate an existing product. Has effects visible outside this system. API summary: Update DropDownListItems.update_projectVisible to othersUpdate a project; put `projectId` and the fields to change in `body` (e.g. projectName, salesStage, approxValue, onHold, completed).update_projectcontactsVisible to othersUpdate an existing contact. Has effects visible outside this system. API summary: Update ProjectContacts.update_projectdocumentsVisible to othersUpdate an existing document. Has effects visible outside this system. API summary: Update ProjectDocuments.update_projectinstallationinstallersVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update ProjectInstallationInstallers.update_projectinstallationoutsourcingVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update ProjectInstallationOutSourcing.update_projectinstallationscheduleVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update ProjectInstallationSchedule.update_projectmarketingVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update ProjectMarketing.update_projectmilestonealertsVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update ProjectMilestoneAlerts.update_projectmilestonesVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update ProjectMilestones.update_projectnotesVisible to othersUpdate an existing message. Has effects visible outside this system. API summary: Update ProjectNotes.update_projectphasesVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update ProjectPhases.update_projectpoitemsackqtyVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update ProjectPoitemsAckQty.update_projectpunchlistitemdocumentsVisible to othersUpdate an existing document. Has effects visible outside this system. API summary: Update ProjectPunchListItemDocuments.update_projectpunchlistitemsVisible to othersUpdate an existing product. Has effects visible outside this system. API summary: Update ProjectPunchListItems.update_projectpurchaseorderacknowledgementsVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update ProjectPurchaseOrderAcknowledgements.update_projectpurchaseorderitemsVisible to othersUpdate an existing product. Has effects visible outside this system. API summary: Update ProjectPurchaseOrderItems.update_projectpurchaseorderitemsackqtyreceivedVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update ProjectPurchaseOrderItemsAckQtyReceived.update_projectpurchaseorderitemssifoptionsVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update ProjectPurchaseOrderItemsSifOptions.update_projectsVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update ProjectBomitems.update_projects_update_project_survey_question_answer_multipleVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Batch update survey question answers.update_projectsalespeopleVisible to othersUpdate an existing contact. Has effects visible outside this system. API summary: Update ProjectSalesPeople.update_projectscopeVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update ProjectScope.update_pto_request_respondsVisible to othersUpdate an existing respond identified by pto request id. Has effects visible outside this system. API summary: Approve or deny a PTO request.update_quotesVisible to othersUpdate an existing quote. Has effects visible outside this system. API summary: Update ProjectQuotes.update_sales_leadVisible to othersUpdate a sales lead; put `salesLeadId` and the fields to change in `body`.update_service_agreementsVisible to othersUpdate an existing service agreement. Has effects visible outside this system. API summary: Update ServiceAgreements.update_survey_namesVisible to othersUpdate an existing survey name. Has effects visible outside this system. API summary: Update SurveyNames.update_survey_question_answerVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Update survey question answer.update_systemnotealertsVisible to othersUpdate an existing message. Has effects visible outside this system. API summary: Update SystemNoteAlerts.update_usermanagerofVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Update UserManagerOf.update_usernotesVisible to othersUpdate an existing message. Has effects visible outside this system. API summary: Update UserNotes.update_userrightsVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Update UserRights.update_usersVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Update ContactGroupMembers.update_users_update_usersVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Update Users.update_webhookDeletesUpdate an existing webhook identified by webhook id. Destructive action; may require approval. API summary: Update a webhook subscription.update_zip_codesVisible to othersUpdate an existing zip code. Has effects visible outside this system. API summary: Update ZipCodes.upload_documentChanges dataUpload a document. API summary: Generate and upload work order report.
Set up in three steps
- 1
Pick the app
Create a free HeyMyApps account and choose e-manage|ONE from the app list.
- 2
Paste your key
Paste your e-manage|ONE Developer API key. API access is granted on request: open a request in the e-manage|ONE Support Desk asking for a Developer API key. After approval you get a one-time secure link with the key.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in e-manage|ONE?
It can search and read companies, contacts, projects, sales leads, quotes, purchase orders, users, notes, events and follow-ups. It can create and update companies, contacts, projects and sales leads, add notes to companies and projects, and create events and follow-ups.
Does the AI see my e-manage|ONE API key?
No. Your e-manage|ONE API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.
Can I control what the AI is allowed to do?
Yes. You choose which tools are switched on, so you can start with searches only. Updates to companies, contacts, projects and sales leads change your live data and can require your approval before they run. Every tool call is logged.
Does it work with ChatGPT?
Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.
What does it cost?
HeyMyApps has a free plan, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own e-manage|ONE account with API access.
How do I get an e-manage|ONE API key?
e-manage|ONE grants API access on request. Open a request in the e-manage|ONE Support Desk and ask for a Developer API key. Once it is approved, you receive a one-time secure link with the key, which you paste into HeyMyApps.
Let your AI work in e-manage|ONE today.
Start free. Your key stays encrypted, and you decide what the AI may do.
Connect e-manage|ONE freeHeyMyApps is not affiliated with e-manage|ONE. Product names are trademarks of their owners.