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Integration · Projects & tasks

productive.io

Connect Claude & ChatGPT to Productive

Ask your AI what is open on a project, how much time went into a task, or to log your hours in Productive. It lists and updates tasks and checklists, logs time against services and runs timers. It can also look up projects, deals and budgets, client companies and people, so project questions get answered from the chat.

Connect Productive free

Free plan, no credit card. Takes about a minute.

Try asking

  • “Which open tasks do I have due this week?”

    The AI finds your person ID and lists open tasks assigned to you with a due date this week, with project and status.

  • “Log 90 minutes on the Acme website project for design review today.”

    It finds the service on the project's budget and logs 90 minutes with today's date and your note.

  • “Create a task in the Acme website project: prepare the launch checklist, due Friday.”

    It finds the project's task list and creates the task with description and due date.

What your AI can do

Tasks and to-dos

List, create and update tasks, change assignee, due date and workflow status, and add or tick off checklist items.

Time tracking

Log time against services, start and stop timers, and list and correct time entries by person, project or task.

Projects, deals and clients

Look up projects, deals and budgets, client companies, people, boards and task lists, and comment on tasks, deals and projects.

  • “Move the homepage copy task to Done.”

    It looks up the workflow statuses and updates the task to Done.

  • “How much time was logged on the Nordic Foods project last month?”

    It lists the time entries on the project in that date range and sums them by person.

  • “Which open deals do we have with Nordic Foods?”

    It finds the client company and lists its deals and budgets with value, stage and dates.

650 tools for Productive

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

  • add_commentChanges dataPost a comment on a task, deal or project: `data` with attribute body and a relationship to the task, deal or project.
  • approve_approval_statusVisible to othersApprove a approval status (approval status id). Has effects visible outside this system. API summary: Approves an approval status.
  • approve_expenseVisible to othersApprove a expense (expense id). Has effects visible outside this system. API summary: Approves an expense.
  • approve_pageVisible to othersApprove a page (time entry id). Has effects visible outside this system. API summary: Approves a time entry.
  • approve_page_approveDeletesApprove a page. Destructive action; may require approval. API summary: Approves time entries.
  • approve_proposalVisible to othersAccept a proposal (proposal uuid). Has effects visible outside this system. API summary: Accept a public proposal.
  • archive_accountVisible to othersArchive a account (bank account id). Has effects visible outside this system. API summary: Archives a bank account.
  • archive_agentVisible to othersDeactivate a agent (agent id). Has effects visible outside this system. API summary: Deactivate an agent.
  • archive_approval_policyVisible to othersArchive a approval policy (approval policy id). Has effects visible outside this system. API summary: Archives the approval policy.
  • archive_boardVisible to othersArchive a board (board id). Has effects visible outside this system. API summary: Archives a board.
  • archive_companyVisible to othersArchive a company (company id). Has effects visible outside this system. API summary: Archives a company.
  • archive_contactVisible to othersArchive a contact (person id). Has effects visible outside this system. API summary: Archive a person.
  • archive_contact_deactivateVisible to othersDeactivate a contact (person id). Has effects visible outside this system. API summary: Deactivate a person.
  • archive_custom_fieldVisible to othersArchive a custom field (custom field id). Has effects visible outside this system. API summary: Archives a custom field.
  • archive_custom_field_optionVisible to othersArchive a custom field option (custom field option id). Has effects visible outside this system. API summary: Archives a custom field option.
  • archive_custom_field_sectionVisible to othersArchive a custom field section (custom field section id). Has effects visible outside this system. API summary: Archives the custom field section.
  • archive_deal_statusVisible to othersArchive a deal status (deal status id). Has effects visible outside this system. API summary: Archives a deal status.
  • archive_document_typeVisible to othersArchive a document type (document type id). Has effects visible outside this system. API summary: Archives a document type.
  • archive_eventVisible to othersArchive a event (event id). Has effects visible outside this system. API summary: Archives an event.
  • archive_folderVisible to othersArchive a folder (folder id). Has effects visible outside this system. API summary: Archives a folder.
  • archive_job_roleDeletesArchive a job role (job role id). Destructive action; may require approval. API summary: Archives the job role.
  • archive_lost_reasonVisible to othersArchive a lost reason (lost reason id). Has effects visible outside this system. API summary: Archives a lost reason.
  • archive_projectVisible to othersArchive a project (project id). Has effects visible outside this system. API summary: Archives a project.
  • archive_rate_cardVisible to othersArchive a rate card (rate card id). Has effects visible outside this system. API summary: Archives a rate card.
  • archive_service_typeVisible to othersArchive a service type (service type id). Has effects visible outside this system. API summary: Archives a service type.
  • archive_subsidiaryVisible to othersArchive a subsidiary (subsidiary id). Has effects visible outside this system. API summary: Archives a subsidiary.
  • archive_survey_fieldVisible to othersArchive a survey field (survey field id). Has effects visible outside this system. API summary: Archives a survey field.
  • archive_survey_field_optionVisible to othersArchive a survey field option (survey field option id). Has effects visible outside this system. API summary: Archives a survey field option.
  • archive_task_listVisible to othersArchive a task list (task list id). Has effects visible outside this system. API summary: Archives a task list.
  • archive_tax_rateVisible to othersArchive a tax rate (tax rate id). Has effects visible outside this system. API summary: Archives a tax rate.
  • archive_time_tracking_policyVisible to othersArchive a time tracking policy (time tracking policy id). Has effects visible outside this system. API summary: Archives a time tracking policy.
  • archive_workflowVisible to othersArchive a workflow (workflow id). Has effects visible outside this system. API summary: Archives a workflow.
  • attach_messageChanges dataAttach a message (email id). API summary: Attach an email.
  • cancel_resource_requestDeletesCancel a resource request (resource request id). Destructive action; may require approval.
  • cancel_subscriptionDeletesCancel a subscription (organization subscription id). Destructive action; may require approval. API summary: Cancels a organization subscription.
  • create_a_team_membershipChanges dataCreate a new subscription. Required: organization id. Search subscriptions first to avoid duplicates. API summary: Create a team membership.
  • create_accountChanges dataCreate a new account. Required: organization id. Search accounts first to avoid duplicates. API summary: Create a bank account.
  • create_agentChanges dataCreate a new agent. Required: organization id. Search agents first to avoid duplicates. API summary: Create an agent.
  • create_agent_configChanges dataCreate a new agent config. Required: organization id. Search agent configs first to avoid duplicates. API summary: Create an agent config.
  • create_an_invoiceChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Create an invoice.
  • create_apply_template_as_docChanges dataCreate a new apply template as doc. Required: organization id. API summary: Creates a doc from a template.
  • create_approval_policyChanges dataCreate a new approval policy. Required: organization id. Search approval policies first to avoid duplicates. API summary: Creates the approval policy.
  • create_approval_policy_assignmentChanges dataCreate a new approval policy assignment. Required: organization id. Search approval policy assignments first to avoid duplicates. API summary: Creates the approval policy assignment.
  • create_approval_workflowChanges dataCreate a new approval workflow. Required: organization id. API summary: Creates the approval workflow.
  • create_automatic_invoicing_ruleChanges dataCreate a new automatic invoicing rule. Required: organization id. Search automatic invoicing rules first to avoid duplicates. API summary: Create an automatic invoicing rule.
  • create_boardChanges dataCreate a new board. Required: organization id. Search boards first to avoid duplicates. API summary: Create a board.
  • create_bookingChanges dataCreate a new booking. Required: organization id. Search bookings first to avoid duplicates. API summary: Create a booking.
  • create_categoryChanges dataCreate a new category. Required: organization id. Search categories first to avoid duplicates. API summary: Create a report category.
  • create_companyChanges dataCreate a new company. Required: organization id. Search companies first to avoid duplicates. API summary: Create a company.
  • create_contactChanges dataCreate a new contact. Required: organization id. Search contacts first to avoid duplicates. API summary: Create a person.
  • create_contractChanges dataCreate a new contract. Required: organization id. Search contracts first to avoid duplicates. API summary: Create a contract.
  • create_contract_generateChanges dataCreate a new generate for a contract. Required: organization id. API summary: Generates new budget.
  • create_custom_domainChanges dataCreate a new custom domain. Required: organization id. Search custom domains first to avoid duplicates. API summary: Create a custom domain.
  • create_custom_fieldChanges dataCreate a new custom field. Required: organization id. Search custom fields first to avoid duplicates. API summary: Creates a custom field.
  • create_custom_field_optionChanges dataCreate a new custom field option. Required: organization id. Search custom field options first to avoid duplicates. API summary: Creates a custom field option.
  • create_custom_field_sectionChanges dataCreate a new custom field section. Required: organization id. Search custom field sections first to avoid duplicates. API summary: Creates the custom field section.
  • create_dashboardChanges dataCreate a new dashboard. Required: organization id. Search dashboards first to avoid duplicates. API summary: Create a dashboard.
  • create_dealChanges dataCreate a new deal. Required: organization id. Search deals first to avoid duplicates. API summary: Create a deal.
  • create_deal_cost_rateChanges dataCreate a new deal cost rate. Required: organization id. Search deal cost rates first to avoid duplicates. API summary: Create a deal cost rate.
  • create_deal_from_originChanges dataCreate a new deal. Required: organization id. Search deals first to avoid duplicates. API summary: Creates a budget from origin deal.
  • create_deal_statusChanges dataCreate a new deal status. Required: organization id. Search deal statuses first to avoid duplicates. API summary: Create a deal status.
  • create_discussionChanges dataCreate a new discussion. Required: organization id. Search discussions first to avoid duplicates. API summary: Create an discussion.
  • create_documentChanges dataCreate a new document. Required: organization id. Search documents first to avoid duplicates. API summary: Create an attachment.
  • create_document_styleChanges dataCreate a new document style. Required: organization id. Search document styles first to avoid duplicates. API summary: Create a documentstyle.
  • create_document_typeChanges dataCreate a new document type. Required: organization id. Search document types first to avoid duplicates. API summary: Create a documenttype.
  • create_einvoice_identityChanges dataCreate a new einvoice identity. Required: organization id. Search einvoice identities first to avoid duplicates. API summary: Creates an e-invoice identity.
  • create_entitlementChanges dataCreate a new entitlement. Required: organization id. Search entitlements first to avoid duplicates. API summary: Creates an entitlement.
  • create_eventChanges dataCreate a new event. Required: organization id. Search events first to avoid duplicates. API summary: Create an event.
  • create_expenseChanges dataCreate a new expense. Required: organization id. Search expenses first to avoid duplicates. API summary: Create a expense.
  • create_filterChanges dataCreate a new filter. Required: organization id. Search filters first to avoid duplicates. API summary: Create a filter.
  • create_folderChanges dataCreate a new folder. Required: organization id. Search folders first to avoid duplicates. API summary: Create a folder.
  • create_generateChanges dataCreate a new generate. Required: organization id. API summary: Create line items.
  • create_holidayChanges dataCreate a new holiday. Required: organization id. Search holidays first to avoid duplicates. API summary: Create a holiday.
  • create_holiday_calendarChanges dataCreate a new holiday calendar. Required: organization id. Search holiday calendars first to avoid duplicates. API summary: Create a holiday calendar.
  • create_integrationChanges dataCreate a new integration. Required: organization id. Search integrations first to avoid duplicates. API summary: Create an integration.
  • create_integration_exporter_configurationChanges dataCreate a new integration exporter configuration. Required: organization id. Search integration exporter configurations first to avoid duplicates. API summary: Create integration exporter configuration.
  • create_integration_task_management_configurationChanges dataCreate a new integration task management configuration. Required: organization id. Search integration task management configurations first to avoid duplicates. API summary: Create integration task management configuration.
  • create_invitationChanges dataCreate a new invitation. Required: organization id. API summary: Create an invitation.
  • create_invoiceChanges dataCreate a new invoice. Required: organization id. Search invoices first to avoid duplicates. API summary: Create a bill.
  • create_invoice_attributionChanges dataCreate a new invoice attribution. Required: organization id. Search invoice attributions first to avoid duplicates. API summary: Create an invoice attribution.
  • create_invoice_templateChanges dataCreate a new invoice template. Required: organization id. Search invoice templates first to avoid duplicates. API summary: Create an invoice template.
  • create_job_roleDeletesCreate a new job role. Required: organization id. Search job roles first to avoid duplicates. Destructive action; may require approval. API summary: Creates the job role.
  • create_lost_reasonChanges dataCreate a new lost reason. Required: organization id. Search lost reasons first to avoid duplicates. API summary: Create a lost reason.
  • create_machineChanges dataCreate a new machine. Required: organization id. API summary: Create a machine session.
  • create_message_reactionChanges dataCreate a new message. Required: organization id. Search messages first to avoid duplicates. API summary: Adds reaction to a comment.
  • create_orderChanges dataCreate a new order. Required: organization id. Search orders first to avoid duplicates. API summary: Create a purchase order.
  • create_order_lineVisible to othersCreate a new order line. Required: organization id. Search order lines first to avoid duplicates. Has effects visible outside this system. API summary: Create line items.
  • create_pageChanges dataCreate a new page. Required: organization id. Search pages first to avoid duplicates. API summary: Create a contact entry.
  • create_page_versionChanges dataCreate a new page version. Required: organization id. Search page versions first to avoid duplicates. API summary: Create a pageversion.
  • create_page_with_markdownChanges dataCreate a new page. Required: organization id. Search pages first to avoid duplicates. API summary: Create a page with markdown body.
  • create_passwordChanges dataCreate a new password. Required: organization id. API summary: Create a password.
  • create_paymentChanges dataCreate a new payment. Required: organization id. Search payments first to avoid duplicates. API summary: Create a payment.
  • create_payment_reminder_sequenceChanges dataCreate a new payment reminder sequence. Required: organization id. Search payment reminder sequences first to avoid duplicates. API summary: Create a payment reminder sequence.
  • create_pipelineChanges dataCreate a new pipeline. Required: organization id. Search pipelines first to avoid duplicates. API summary: Create a pipeline.
  • create_priceChanges dataCreate a new price. Required: organization id. Search prices first to avoid duplicates. API summary: Create a price.
  • create_projectChanges dataCreate a new project. Required: organization id. Search projects first to avoid duplicates. API summary: Create a project.
  • create_project_preferenceChanges dataCreate a new project preference. Required: organization id. Search project preferences first to avoid duplicates. API summary: Create a project preference.
  • create_proposalChanges dataCreate a new proposal. Required: organization id. Search proposals first to avoid duplicates. API summary: Create a proposal.
  • create_pulseChanges dataCreate a new pulse. Required: organization id. Search pulses first to avoid duplicates. API summary: Creates a pulse.
  • create_rate_cardChanges dataCreate a new rate card. Required: organization id. Search rate cards first to avoid duplicates. API summary: Create a price.
  • create_resource_requestChanges dataCreate a new resource request. Required: organization id. Search resource requests first to avoid duplicates. API summary: Create a resource request.
  • create_resource_request_resolveChanges dataCreate a new resolve for a resource request. Required: organization id. API summary: Resolve a resource request by creating bookings.
  • create_revenue_distributionChanges dataCreate a new revenue distribution. Required: organization id. Search revenue distributions first to avoid duplicates. API summary: Create a revenue distribution.
  • create_roleDeletesCreate a new role. Required: organization id. Search roles first to avoid duplicates. Destructive action; may require approval. API summary: Create a permission set.
  • create_salaryChanges dataCreate a new salary. Required: organization id. Search salaries first to avoid duplicates. API summary: Create a salary.
  • create_sectionChanges dataCreate a new section. Required: organization id. Search sections first to avoid duplicates. API summary: Create a section.
  • create_service_assignmentChanges dataCreate a new service assignment. Required: organization id. Search service assignments first to avoid duplicates. API summary: Create a service assignment.
  • create_service_typeChanges dataCreate a new service type. Required: organization id. Search service types first to avoid duplicates. API summary: Create a service type.
  • create_service_type_assignmentChanges dataCreate a new service type assignment. Required: organization id. Search service type assignments first to avoid duplicates. API summary: Create a service type assignment.
  • create_services_createChanges dataCreate a new services create. Required: organization id. API summary: Create a service.
  • create_skillChanges dataCreate a new skill. Required: organization id. Search skills first to avoid duplicates. API summary: Create a skill.
  • create_subscriptionChanges dataCreate a new subscription. Required: organization id. Search subscriptions first to avoid duplicates. API summary: Create a membership.
  • create_subsidiaryChanges dataCreate a new subsidiary. Required: organization id. Search subsidiaries first to avoid duplicates. API summary: Create a subsidiary.
  • create_surveyChanges dataCreate a new survey. Required: organization id. Search surveys first to avoid duplicates. API summary: Create a survey.
  • create_survey_fieldChanges dataCreate a new survey field. Required: organization id. Search survey fields first to avoid duplicates. API summary: Creates a survey field.
  • create_survey_field_optionChanges dataCreate a new survey field option. Required: organization id. Search survey field options first to avoid duplicates. API summary: Creates a survey field option.
  • create_survey_responseChanges dataCreate a new survey response. Required: organization id. Search survey responses first to avoid duplicates. API summary: Create a survey response.
  • create_taskChanges dataCreate a task. `data` is a JSON:API object: attributes title, description, due_date, plus relationships project, task_list and optional assignee and workflow_status.
  • create_task_dependencyChanges dataCreate a new task dependency. Required: organization id. Search task dependencies first to avoid duplicates. API summary: Create a task dependency.
  • create_task_listChanges dataCreate a new task list. Required: organization id. Search task lists first to avoid duplicates. API summary: Create a task list.
  • create_tax_rateChanges dataCreate a new tax rate. Required: organization id. Search tax rates first to avoid duplicates. API summary: Create a tax rate.
  • create_teamChanges dataCreate a new team. Required: organization id. Search teams first to avoid duplicates. API summary: Create a team.
  • create_templateChanges dataCreate a new template. Required: organization id. Search templates first to avoid duplicates. API summary: Create a template.
  • create_time_tracking_policyChanges dataCreate a new time tracking policy. Required: organization id. Search time tracking policies first to avoid duplicates. API summary: Create a time tracking policy.
  • create_timesheetChanges dataCreate a new timesheet. Required: organization id. Search timesheets first to avoid duplicates. API summary: Create a timesheet.
  • create_todoChanges dataAdd a checklist item to a task: `data` with attribute description and relationship task.
  • create_webhookDeletesCreate a new webhook. Required: organization id. Search webhooks first to avoid duplicates. Destructive action; may require approval. API summary: Create a webhook.
  • create_widgetChanges dataCreate a new widget. Required: organization id. Search widgets first to avoid duplicates. API summary: Create a widget.
  • create_workflowChanges dataCreate a new workflow. Required: organization id. Search workflows first to avoid duplicates. API summary: Create an workflow.
  • create_workflow_statusChanges dataCreate a new workflow status. Required: organization id. Search workflow statuses first to avoid duplicates. API summary: Create an workflow status.
  • delete_agent_configDeletesPermanently delete a agent config by agent config id. Destructive action; may require approval. API summary: Delete an agent config.
  • delete_an_emailDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete an email.
  • delete_approval_policy_assignmentDeletesPermanently delete a approval policy assignment by approval policy assignment id. Destructive action; may require approval. API summary: Deletes the approval policy assignment.
  • delete_approval_workflowDeletesPermanently delete a approval workflow by approval workflow id. Destructive action; may require approval. API summary: Deletes the approval workflow.
  • delete_artifactDeletesPermanently delete a artifact by artifact id. Destructive action; may require approval. API summary: Deletes an artifact.
  • delete_automatic_invoicing_ruleDeletesPermanently delete a automatic invoicing rule by automatic invoicing rule id. Destructive action; may require approval. API summary: Deletes an automatic invoicing rule.
  • delete_bookingDeletesPermanently delete a booking by booking id. Destructive action; may require approval. API summary: Deletes a booking.
  • delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Deletes a report category.
  • delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Delete an organization.
  • delete_contractDeletesPermanently delete a contract by contract id. Destructive action; may require approval. API summary: Deletes a contract.
  • delete_custom_domainDeletesPermanently delete a custom domain by custom domain id. Destructive action; may require approval. API summary: Deletes a custom domain.
  • delete_dashboardDeletesPermanently delete a dashboard by dashboard id. Destructive action; may require approval.
  • delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Deletes a deal.
  • delete_deal_cost_rateDeletesPermanently delete a deal cost rate by deal cost rate id. Destructive action; may require approval. API summary: Deletes a deal cost rate.
  • delete_deal_statusDeletesPermanently delete a deal status by deal status id. Destructive action; may require approval. API summary: Destroy a deal status.
  • delete_discussionDeletesPermanently delete a discussion by discussion id. Destructive action; may require approval. API summary: Deletes a discussion.
  • delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete an attachment.
  • delete_document_styleDeletesPermanently delete a document style by document style id. Destructive action; may require approval. API summary: Destroys a document style.
  • delete_entitlementDeletesPermanently delete a entitlement by entitlement id. Destructive action; may require approval. API summary: Deletes an entitlement.
  • delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval. API summary: Deletes an event.
  • delete_expenseDeletesPermanently delete a expense by expense id. Destructive action; may require approval. API summary: Deletes a expense.
  • delete_expensesMoves moneyPermanently delete a expense. Financial or irreversible action; may require approval. API summary: Delete expenses.
  • delete_filterDeletesPermanently delete a filter by filter id. Destructive action; may require approval. API summary: Deletes a filter.
  • delete_holidayDeletesPermanently delete a holiday by holiday id. Destructive action; may require approval. API summary: Deletes a holiday.
  • delete_holiday_calendarDeletesPermanently delete a holiday calendar by holiday calendar id. Destructive action; may require approval. API summary: Deletes a holiday calendar.
  • delete_integrationDeletesPermanently delete a integration by integration id. Destructive action; may require approval. API summary: Deletes an integration.
  • delete_integration_exporter_configurationDeletesPermanently delete a integration exporter configuration by integration exporter configuration id. Destructive action; may require approval. API summary: Delete integration exporter configuration.
  • delete_integration_task_management_configurationDeletesPermanently delete a integration task management configuration by integration task management configuration id. Destructive action; may require approval. API summary: Delete integration task management configuration.
  • delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Deletes a bill.
  • delete_invoice_attributionDeletesPermanently delete a invoice attribution by invoice attribution id. Destructive action; may require approval. API summary: Deletes an invoice attribution.
  • delete_invoice_invoices_destroyDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Deletes an invoice.
  • delete_invoice_templateDeletesPermanently delete a invoice template by invoice template id. Destructive action; may require approval. API summary: Deletes an invoice template.
  • delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Deletes a comment.
  • delete_message_reactionDeletesPermanently delete a message by comment id. Destructive action; may require approval. API summary: Removes reaction from comment.
  • delete_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Deletes a purchase order.
  • delete_order_lineDeletesPermanently delete a order line by order line id. Destructive action; may require approval. API summary: Deletes a line item.
  • delete_order_linesMoves moneyPermanently delete a order line. Financial or irreversible action; may require approval. API summary: Delete line items.
  • delete_ordersMoves moneyPermanently delete a order. Financial or irreversible action; may require approval. API summary: Delete purchase orders.
  • delete_pageDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: Deletes a contact entry.
  • delete_page_pages_destroyDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: Deletes a page.
  • delete_page_time_entries_destroyDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: Deletes a time entry.
  • delete_pagesMoves moneyPermanently delete a page. Financial or irreversible action; may require approval. API summary: Deletes time entries.
  • delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Deletes a payment.
  • delete_payment_reminder_sequenceDeletesPermanently delete a payment reminder sequence by payment reminder sequence id. Destructive action; may require approval. API summary: Deletes a payment reminder sequence.
  • delete_pipelineDeletesPermanently delete a pipeline by pipeline id. Destructive action; may require approval. API summary: Deletes a pipeline.
  • delete_priceDeletesPermanently delete a price by price id. Destructive action; may require approval. API summary: Deletes a price.
  • delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Deletes a project.
  • delete_project_preferenceDeletesPermanently delete a project preference by project preference id. Destructive action; may require approval.
  • delete_proposalDeletesPermanently delete a proposal by proposal id. Destructive action; may require approval. API summary: Deletes a proposal.
  • delete_pulseDeletesPermanently delete a pulse by pulse id. Destructive action; may require approval. API summary: Deletes a pulse.
  • delete_rate_cardDeletesPermanently delete a rate card by rate card id. Destructive action; may require approval. API summary: Deletes a price.
  • delete_resource_requestDeletesPermanently delete a resource request by resource request id. Destructive action; may require approval. API summary: Deletes a resource request.
  • delete_revenue_distributionDeletesPermanently delete a revenue distribution by revenue distribution id. Destructive action; may require approval. API summary: Deletes a revenue distribution.
  • delete_roleDeletesPermanently delete a role by role id. Destructive action; may require approval. API summary: Delete a permission set.
  • delete_salaryDeletesPermanently delete a salary by salary id. Destructive action; may require approval. API summary: Deletes a salary.
  • delete_sectionDeletesPermanently delete a section by section id. Destructive action; may require approval. API summary: Deletes a section.
  • delete_serviceDeletesPermanently delete a service by service id. Destructive action; may require approval. API summary: Deletes a service.
  • delete_service_assignmentDeletesPermanently delete a service assignment by service assignment id. Destructive action; may require approval. API summary: Deletes a service assignment.
  • delete_service_type_assignmentDeletesPermanently delete a service type assignment by service type assignment id. Destructive action; may require approval. API summary: Deletes a service type assignment.
  • delete_sessionDeletesPermanently delete a session by session id. Destructive action; may require approval. API summary: Deletes a session.
  • delete_skillDeletesPermanently delete a skill by skill id. Destructive action; may require approval. API summary: Deletes a skill.
  • delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Deletes a membership.
  • delete_subscription_organization_memberships_destroyDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Destroy organization membership.
  • delete_subscription_team_memberships_destroyDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Deletes a team membership.
  • delete_surveyDeletesPermanently delete a survey by survey id. Destructive action; may require approval. API summary: Deletes a survey.
  • delete_survey_responseDeletesPermanently delete a survey response by survey response id. Destructive action; may require approval. API summary: Deletes a survey response.
  • delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Deletes a task.
  • delete_task_dependencyDeletesPermanently delete a task dependency by task dependency id. Destructive action; may require approval. API summary: Deletes a task dependency.
  • delete_task_todos_destroyDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Deletes a todo.
  • delete_teamDeletesPermanently delete a team by team id. Destructive action; may require approval. API summary: Deletes a team.
  • delete_templateDeletesPermanently delete a template by template id. Destructive action; may require approval. API summary: Deletes a template.
  • delete_time_tracking_policyDeletesPermanently delete a time tracking policy by time tracking policy id. Destructive action; may require approval. API summary: Deletes a time tracking policy.
  • delete_timesheetDeletesPermanently delete a timesheet by timesheet id. Destructive action; may require approval. API summary: Deletes a timesheet.
  • delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Deletes a webhook.
  • delete_widgetDeletesPermanently delete a widget by widget id. Destructive action; may require approval. API summary: Deletes a widget.
  • delete_workflowDeletesPermanently delete a workflow by workflow id. Destructive action; may require approval. API summary: Deletes a workflow.
  • delete_workflow_statusDeletesPermanently delete a workflow status by workflow status id. Destructive action; may require approval. API summary: Deletes a workflow status and moves tasks to other workflow status.
  • export_expensesChanges dataExport expenses. API summary: Exports an expense.
  • export_expenses_updateChanges dataExport expenses. API summary: Updates exported expense.
  • export_invoicesChanges dataExport invoices. API summary: Exports an invoice.
  • export_invoices_updateChanges dataExport invoices. API summary: Updates an exported invoice.
  • export_ordersChanges dataExport orders. API summary: Exports a purchase order.
  • export_orders_updateChanges dataExport orders. API summary: Updates exported purchase order.
  • get_accountGet one account by account id. API summary: Gets a bank account.
  • get_agentGet one agent by agent id. API summary: Get an agent.
  • get_agent_configGet one agent config by agent config id. API summary: Get an agent config.
  • get_agent_roleGet one agent role by agent role id. API summary: Get an agent role.
  • get_an_emailGet one message by message id. API summary: Get an email.
  • get_an_organizationGet one company by company id. API summary: Get an organization.
  • get_an_organization_membershipGet one subscription by subscription id. API summary: Get an organization membership.
  • get_approval_policyGet one approval policy by approval policy id. API summary: Gets the approval policy.
  • get_approval_policy_assignmentGet one approval policy assignment by approval policy assignment id. API summary: Gets the approval policy assignment.
  • get_approval_statusGet one approval status by approval status id. API summary: Gets the approval status.
  • get_approval_workflowGet one approval workflow by approval workflow id. API summary: Gets the approval workflow.
  • get_artifactGet one artifact by artifact id. API summary: Gets an artifact.
  • get_artifact_public_artifacts_showGet one artifact by artifact uuid. API summary: Gets a public artifact.
  • get_automatic_invoicing_ruleGet one automatic invoicing rule by automatic invoicing rule id. API summary: Gets an automatic invoicing rule.
  • get_boardGet one board by board id. API summary: Gets a board.
  • get_bookingGet one booking by booking id. API summary: Gets a booking.
  • get_categoryGet one category by category id. API summary: Gets a report category.
  • get_companyGet one client company by `company_id`, with contact details and default currency.
  • get_contractGet one contract by contract id. API summary: Gets a contract.
  • get_current_userGet the signed-in user's membership in the organization, including their person ID and role.
  • get_custom_domainGet one custom domain by custom domain id. API summary: Gets a custom domain.
  • get_custom_fieldGet one custom field by custom field id. API summary: Gets a custom field.
  • get_custom_field_optionGet one custom field option by custom field option id. API summary: Gets a custom field option.
  • get_custom_field_sectionGet one custom field section by custom field section id. API summary: Gets the custom field section.
  • get_dashboardGet one dashboard by dashboard id. API summary: Get a dashboard.
  • get_dealGet one deal or budget by `deal_id`, with value, stage, dates and responsible person.
  • get_deal_cost_rateGet one deal cost rate by deal cost rate id. API summary: Gets a deal cost rate.
  • get_deal_statusGet one deal status by deal status id. API summary: Gets a deal status.
  • get_discussionGet one discussion by discussion id. API summary: Gets a discussion.
  • get_documentGet one document by document id. API summary: Get an attachment.
  • get_document_styleGet one document style by document style id. API summary: Gets a documentstyle.
  • get_document_typeGet one document type by document type id. API summary: Gets a documenttype.
  • get_einvoice_identityGet one einvoice identity by einvoice identity id. API summary: Gets an e-invoice identity.
  • get_emailsSearch messages by filter or sort. Use this to find existing messages before creating a new message. API summary: Get emails.
  • get_entitlementGet one entitlement by entitlement id. API summary: Get an entitlement.
  • get_eventGet one event by event id. API summary: Get an event.
  • get_expenseGet one expense by expense id. API summary: Gets a expense.
  • get_filterGet one filter by filter id. API summary: Gets a filter.
  • get_folderGet one folder by folder id. API summary: Gets a folder.
  • get_holidayGet one holiday by holiday id. API summary: Get a holiday.
  • get_holiday_calendarGet one holiday calendar by holiday calendar id. API summary: Get a holiday calendar.
  • get_integrationGet one integration by integration id. API summary: Gets an integration.
  • get_integration_exporter_configurationGet one integration exporter configuration by integration exporter configuration id. API summary: Get integration exporter configuration.
  • get_integration_syncGet one integration by integration id. API summary: Synchronizes an integration.
  • get_integration_task_management_configurationGet one integration task management configuration by integration task management configuration id. API summary: Get integration task management configuration.
  • get_invitationGet one invitation by invitation id. API summary: Get an invitation.
  • get_invoiceGet one invoice by invoice id. API summary: Gets a bill.
  • get_invoice_attributionGet one invoice attribution by invoice attribution id. API summary: Gets an invoice attribution.
  • get_invoice_invoices_showGet one invoice by invoice id. API summary: Gets an invoice.
  • get_invoice_previewGet one invoice by invoice id. API summary: Preview invoice.
  • get_invoice_templateGet one invoice template by invoice template id. API summary: Gets an invoice template.
  • get_job_roleGet one job role by job role id. API summary: Gets the job role.
  • get_lost_reasonGet one lost reason by lost reason id. API summary: Gets a lost reason.
  • get_messageGet one message by message id. API summary: Gets a comment.
  • get_notificationGet one notification by notification id. API summary: Shows a notification.
  • get_orderGet one order by order id. API summary: Gets a purchase order.
  • get_order_lineGet one order line by order line id. API summary: Gets a line item.
  • get_organizationsSearch companies by filter or sort. Use this to find existing companies before creating a new company. API summary: Get organizations.
  • get_overheadGet one overhead by overhead id. API summary: Gets an overhead.
  • get_pageGet one page by page id. API summary: Gets a contact entry.
  • get_page_pages_showGet one page by page id. API summary: Gets a page.
  • get_page_public_pages_showGet one page by page uuid. API summary: Gets a public doc.
  • get_page_time_entries_showGet one page by page id. API summary: Gets a time entry.
  • get_page_versionGet one page version by page version id. API summary: Gets a pageversion.
  • get_pagesSearch pages by filter or sort. Use this to find existing pages before creating a new page. API summary: Get pages.
  • get_passwordGet one password by password id. API summary: Gets a password.
  • get_paymentGet one payment by payment id. API summary: Gets a payment.
  • get_payment_reminder_sequenceGet one payment reminder sequence by payment reminder sequence id. API summary: Gets a payment reminder sequence.
  • get_personGet one person by ID, with email, role and company.
  • get_pipelineGet one pipeline by pipeline id. API summary: Gets a pipeline.
  • get_priceGet one price by price id. API summary: Gets a price.
  • get_productGet one product by product id. API summary: Gets a deleted item.
  • get_projectGet one project by `project_id`, with its client company, project manager and status.
  • get_project_preferenceGet one project preference by project preference id. API summary: Get a project preference.
  • get_proposalGet one proposal by proposal id. API summary: Gets a proposal.
  • get_proposal_statusGet one proposal by proposal id. API summary: Get proposal's sync status.
  • get_pulseGet one pulse by pulse id. API summary: Gets a pulse.
  • get_rate_cardGet one rate card by rate card id. API summary: Gets a rate card.
  • get_resource_requestGet one resource request by resource request id. API summary: Gets a resource request.
  • get_revenue_distributionGet one revenue distribution by revenue distribution id. API summary: Gets a revenue distribution.
  • get_roleGet one role by role id. API summary: Get a permission set.
  • get_salaryGet one salary by salary id. API summary: Gets a salary.
  • get_sectionGet one section by section id. API summary: Gets a section.
  • get_serviceGet one service by service id. API summary: Gets a service.
  • get_service_assignmentGet one service assignment by service assignment id. API summary: Gets a service assignment.
  • get_service_typeGet one service type by service type id. API summary: Gets a service type.
  • get_service_type_assignmentGet one service type assignment by service type assignment id. API summary: Gets a service type assignment.
  • get_skillGet one skill by skill id. API summary: Get a skill.
  • get_subscriptionGet one subscription by subscription id. API summary: Gets a membership.
  • get_subscription_notificationsChanges dataGet one subscription by organization membership id. API summary: Mark all notifications as read for organization membership.
  • get_subscription_organization_subscriptions_showGet one subscription by subscription id. API summary: Gets a organization subscription.
  • get_subscription_team_memberships_showGet one subscription by subscription id. API summary: Gets a team membership.
  • get_subsidiaryGet one subsidiary by subsidiary id. API summary: Gets a subsidiary.
  • get_surveyGet one survey by survey id. API summary: Gets a survey.
  • get_survey_fieldGet one survey field by survey field id. API summary: Gets a survey field.
  • get_survey_field_optionGet one survey field option by survey field option id. API summary: Gets a survey field option.
  • get_survey_responseGet one survey response by survey response id. API summary: Gets a survey response.
  • get_tagGet one tag by tag id. API summary: Gets a tag.
  • get_taskGet one task by `task_id`, with description, status, assignee, due date and project.
  • get_task_2Get one task by task id. API summary: Get an activity.
  • get_task_dependencyGet one task dependency by task dependency id. API summary: Gets a task dependency.
  • get_task_listGet one task list by task list id. API summary: Gets a task list.
  • get_task_todos_showGet one task by task id. API summary: Gets a todo.
  • get_tax_rateGet one tax rate by tax rate id. API summary: Gets a tax rate.
  • get_teamGet one team by team id. API summary: Gets a team.
  • get_team_membershipsSearch subscriptions by filter or sort. Use this to find existing subscriptions before creating a new subscription. API summary: Get team memberships.
  • get_templateGet one template by template id. API summary: Gets a template.
  • get_time_entry_versionGet one time entry version by time entry version id. API summary: Gets a time entry version.
  • get_time_tracking_policyGet one time tracking policy by time tracking policy id. API summary: Gets a time tracking policy.
  • get_timerGet one timer by timer id. API summary: Gets a timer.
  • get_timesheetGet one timesheet by timesheet id. API summary: Gets a timesheet.
  • get_userGet one user by user id. API summary: Gets a user.
  • get_webhookGet one webhook by webhook id. API summary: Gets a webhook.
  • get_widgetGet one widget by widget id. API summary: Get a widget.
  • get_workflowGet one workflow by workflow id. API summary: Gets a workflow.
  • get_workflow_statusGet one workflow status by workflow status id. API summary: Gets a workflow status.
  • list_boardsList the boards that group task lists in projects, filtered by project_id.
  • list_commentsList comments, filtered by task_id, deal_id or project_id.
  • list_companiesList client companies, filtered by name or status.
  • list_dealsList deals and budgets, filtered by company_id, project_id, status or stage.
  • list_document_authsList auths for a document. API summary: Authenticates access to a public artifact attachment.
  • list_integration_checksList checks for a integration. API summary: Checks if integration is valid.
  • list_peopleList people (team members and client contacts), filtered by name, email, company_id or status.
  • list_projectsList projects, filtered with `filter` such as name, company_id, project_manager_id or status.
  • list_proposal_signed_pdfsList signed pdfs for a proposal. API summary: Get a download URL for the signed proposal PDF.
  • list_servicesList the services (billable work types in a deal or budget) that time can be logged against, filtered by deal_id, project_id or name.
  • list_task_listsList task lists, filtered by project_id or board_id; tasks are created inside a task list.
  • list_tasksList tasks, narrowed with `filter` such as project_id, assignee_id, status (1 open, 2 closed), due_date or title, and ordered with `sort`.
  • list_time_entriesList time entries, filtered with `filter` such as person_id, project_id, task_id, after and before dates.
  • list_todosList checklist items (to-dos) on tasks, filtered by task_id or status.
  • list_workflow_statusesList the task workflow statuses (e.g. Not started, In progress, Done) and their IDs, used to move a task.
  • log_timeVisible to othersLog time: `data` with attributes date, time (minutes) and note, plus relationships person and service (and optionally task).
  • merge_a_personDeletesMerge a contact. Destructive action; may require approval. API summary: Merge a person.
  • reject_approval_statusVisible to othersReject a approval status (approval status id). Has effects visible outside this system. API summary: Rejects an approval status.
  • reject_expenseVisible to othersReject a expense (expense id). Has effects visible outside this system. API summary: Rejects an expense.
  • reject_pageVisible to othersReject a page (time entry id). Has effects visible outside this system. API summary: Reject a time entry.
  • reject_resource_requestVisible to othersReject a resource request (resource request id). Has effects visible outside this system.
  • restore_accountChanges dataRestore a account (bank account id). API summary: Restores an archived bank account.
  • restore_approval_policyChanges dataRestore a approval policy (approval policy id). API summary: Restores the approval policy.
  • restore_boardChanges dataRestore a board (board id). API summary: Restores a board.
  • restore_companyChanges dataRestore a company (company id). API summary: Restores a company.
  • restore_contactChanges dataRestore a contact (person id). API summary: Restore a person.
  • restore_eventChanges dataRestore a event (event id). API summary: Restores an event.
  • restore_folderChanges dataRestore a folder (folder id). API summary: Restores a folder.
  • restore_job_roleDeletesRestore a job role (job role id). Destructive action; may require approval. API summary: Restores the job role.
  • restore_productChanges dataRestore a product (deleted item id). API summary: Restores deleted object.
  • restore_projectChanges dataRestore a project (project id). API summary: Restores a project.
  • restore_rate_cardChanges dataRestore a rate card (rate card id). API summary: Restores a rate card.
  • restore_task_listChanges dataRestore a task list (task list id). API summary: Restores a task list.
  • restore_tax_rateChanges dataRestore a tax rate (tax rate id). API summary: Restores an archived tax rate.
  • restore_time_tracking_policyChanges dataRestore a time tracking policy (time tracking policy id). API summary: Restores an archived time tracking policy.
  • restore_workflowChanges dataRestore a workflow (workflow id). API summary: Restores a workflow.
  • search_accountsSearch accounts by filter or sort. Use this to find existing accounts before creating a new account. API summary: Get bank accounts.
  • search_agent_configsSearch agent configs by sort or filter. Use this to find existing agent configs before creating a new agent config. API summary: Get agent configs.
  • search_agentsSearch agents by filter or sort. Use this to find existing agents before creating a new agent. API summary: Get agents.
  • search_approval_policiesSearch approval policies by sort or filter. Use this to find existing approval policies before creating a new approval policy. API summary: Get approval policies.
  • search_approval_policy_assignmentsSearch approval policy assignments by sort or filter. Use this to find existing approval policy assignments before creating a new approval policy assignment. API summary: Get approval policy assignments.
  • search_approval_statusesSearch approval statuses by filter. Use this to find existing approval statuses before creating a new approval status. API summary: Get approval statuses.
  • search_artifactsSearch artifacts by sort or filter. Use this to find existing artifacts before creating a new artifact. API summary: Get artifacts.
  • search_automatic_invoicing_rulesSearch automatic invoicing rules by sort or filter. Use this to find existing automatic invoicing rules before creating a new automatic invoicing rule. API summary: Get automatic invoicing rules.
  • search_automation_reportsSearch automation reports by group, filter or sort. Use this to find existing automation reports before creating a new automation report. API summary: Get automation reports.
  • search_booking_reportsSearch booking reports by sort, group or filter. Use this to find existing booking reports before creating a new booking report. API summary: Get booking reports.
  • search_bookingsSearch bookings by filter or sort. Use this to find existing bookings before creating a new booking. API summary: Get bookings.
  • search_budget_reportsSearch budget reports by sort, group or filter. Use this to find existing budget reports before creating a new budget report. API summary: Get budget reports.
  • search_categoriesSearch categories by sort or filter. Use this to find existing categories before creating a new category. API summary: Get report categories.
  • search_company_reportsSearch company reports by filter, group or sort. Use this to find existing company reports before creating a new company report. API summary: Get company reports.
  • search_contractsSearch contracts by sort or filter. Use this to find existing contracts before creating a new contract. API summary: Get contracts.
  • search_custom_domainsSearch custom domains by filter or sort. Use this to find existing custom domains before creating a new custom domain. API summary: Get custom domains.
  • search_custom_field_optionsSearch custom field options by sort or filter. Use this to find existing custom field options before creating a new custom field option. API summary: Get custom field options.
  • search_custom_field_sectionsSearch custom field sections by sort or filter. Use this to find existing custom field sections before creating a new custom field section. API summary: Get custom field sections.
  • search_custom_fieldsSearch custom fields by filter or sort. Use this to find existing custom fields before creating a new custom field. API summary: Get custom fields.
  • search_dashboardsSearch dashboards by sort or filter. Use this to find existing dashboards before creating a new dashboard. API summary: Get all dashboards.
  • search_deal_cost_ratesSearch deal cost rates by filter or sort. Use this to find existing deal cost rates before creating a new deal cost rate. API summary: Get deal cost rates.
  • search_deal_funnel_reportsSearch deal funnel reports by filter, sort or group. Use this to find existing deal funnel reports before creating a new deal funnel report. API summary: Get funnel reports.
  • search_deal_reportsSearch deal reports by group, sort or filter. Use this to find existing deal reports before creating a new deal report. API summary: Get deal reports.
  • search_deal_statusesSearch deal statuses by sort or filter. Use this to find existing deal statuses before creating a new deal status. API summary: Get deal statuses.
  • search_discussionsSearch discussions by filter or sort. Use this to find existing discussions before creating a new discussion. API summary: Get discussions.
  • search_document_stylesSearch document styles by filter or sort. Use this to find existing document styles before creating a new document style. API summary: Get documentstyles.
  • search_document_typesSearch document types by sort or filter. Use this to find existing document types before creating a new document type. API summary: Get documenttypes.
  • search_documentsSearch documents by filter or sort. Use this to find existing documents before creating a new document. API summary: Get attachments.
  • search_einvoice_identitiesSearch einvoice identities by filter. Use this to find existing einvoice identities before creating a new einvoice identity. API summary: Gets a list of e-invoice identities.
  • search_entitlement_reportsSearch entitlement reports by group, filter or sort. Use this to find existing entitlement reports before creating a new entitlement report. API summary: Get entitlement reports.
  • search_entitlementsSearch entitlements by sort or filter. Use this to find existing entitlements before creating a new entitlement. API summary: Get entitlements.
  • search_eventsSearch events by filter or sort. Use this to find existing events before creating a new event. API summary: Get events.
  • search_exchange_ratesSearch exchange rates by filter or sort. Use this to find existing exchange rates before creating a new exchange rate. API summary: Get exchange rates.
  • search_expense_reportsSearch expense reports by sort, filter or group. Use this to find existing expense reports before creating a new expense report. API summary: Get expense reports.
  • search_expensesSearch expenses by sort or filter. Use this to find existing expenses before creating a new expense. API summary: Get expenses.
  • search_filtersSearch filters by sort or filter. Use this to find existing filters before creating a new filter. API summary: Get filters.
  • search_financial_item_reportsSearch financial item reports by group, filter or sort. Use this to find existing financial item reports before creating a new financial item report. API summary: Get financial item reports.
  • search_foldersSearch folders by sort or filter. Use this to find existing folders before creating a new folder. API summary: Get folders.
  • search_holiday_calendarsSearch holiday calendars by filter or sort. Use this to find existing holiday calendars before creating a new holiday calendar. API summary: Get all holiday calendars.
  • search_holidaysSearch holidays by sort or filter. Use this to find existing holidays before creating a new holiday. API summary: Get all holidays.
  • search_integration_exporter_configurationsSearch integration exporter configurations by filter or sort. Use this to find existing integration exporter configurations before creating a new integration exporter configuration. API summary: Get integration exporter configurations.
  • search_integration_task_management_configurationsSearch integration task management configurations by filter or sort. Use this to find existing integration task management configurations before creating a new integration task management configuration. API summary: Get integration task management configurations.
  • search_integrationsSearch integrations by filter or sort. Use this to find existing integrations before creating a new integration. API summary: Get integration.
  • search_invoice_attributionsSearch invoice attributions by sort or filter. Use this to find existing invoice attributions before creating a new invoice attribution. API summary: Get invoice attributions.
  • search_invoice_reportsSearch invoice reports by filter, sort or group. Use this to find existing invoice reports before creating a new invoice report. API summary: Get invoice reports.
  • search_invoice_templatesSearch invoice templates by filter or sort. Use this to find existing invoice templates before creating a new invoice template. API summary: Get invoice templates.
  • search_invoicesSearch invoices by filter or sort. Use this to find existing invoices before creating a new invoice. API summary: Get invoices.
  • search_job_rolesSearch job roles by filter or sort. Use this to find existing job roles before creating a new job role. API summary: Get job roles.
  • search_line_item_reportsSearch line item reports by sort, filter or group. Use this to find existing line item reports before creating a new line item report. API summary: Get line item reports.
  • search_lost_reasonsSearch lost reasons by sort or filter. Use this to find existing lost reasons before creating a new lost reason. API summary: Get lost reasons.
  • search_notificationsSearch notifications by filter or sort. Use this to find existing notifications before creating a new notification. API summary: Get notifications.
  • search_order_linesSearch order lines by sort or filter. Use this to find existing order lines before creating a new order line. API summary: Get line items.
  • search_ordersSearch orders by sort or filter. Use this to find existing orders before creating a new order. API summary: Get purchase orders.
  • search_overheadsSearch overheads by sort or filter. Use this to find existing overheads before creating a new overhead. API summary: Get overheads.
  • search_page_reportsSearch page reports by group, filter or sort. Use this to find existing page reports before creating a new page report. API summary: Get page reports.
  • search_page_versionsSearch page versions by filter or sort. Use this to find existing page versions before creating a new page version. API summary: Get pageversions.
  • search_pagesSearch pages by sort or filter. Use this to find existing pages before creating a new page. API summary: Get contact entries.
  • search_payment_reminder_sequencesSearch payment reminder sequences by sort or filter. Use this to find existing payment reminder sequences before creating a new payment reminder sequence. API summary: Get payment reminder sequences.
  • search_payment_reportsSearch payment reports by filter, sort or group. Use this to find existing payment reports before creating a new payment report. API summary: Get payment reports.
  • search_paymentsSearch payments by filter or sort. Use this to find existing payments before creating a new payment. API summary: Get payments.
  • search_payroll_item_reportsSearch payroll item reports by filter, sort or group. Use this to find existing payroll item reports before creating a new payroll item report. API summary: Get payroll item reports.
  • search_person_reportsSearch person reports by filter, sort or group. Use this to find existing person reports before creating a new person report. API summary: Get person reports.
  • search_pipelinesSearch pipelines by sort or filter. Use this to find existing pipelines before creating a new pipeline. API summary: Get pipelines.
  • search_price_reportsSearch price reports by group, filter or sort. Use this to find existing price reports before creating a new price report. API summary: Get price reports.
  • search_pricesSearch prices by sort or filter. Use this to find existing prices before creating a new price. API summary: Get prices.
  • search_productsSearch products by sort or filter. Use this to find existing products before creating a new product. API summary: Get deleted items.
  • search_project_preferencesSearch project preferences by sort or filter. Use this to find existing project preferences before creating a new project preference. API summary: Get project preferences.
  • search_project_reportsSearch project reports by sort, group or filter. Use this to find existing project reports before creating a new project report. API summary: Get project reports.
  • search_proposal_reportsSearch proposal reports by group, sort or filter. Use this to find existing proposal reports before creating a new proposal report. API summary: Get proposal reports.
  • search_proposalsSearch proposals by sort or filter. Use this to find existing proposals before creating a new proposal. API summary: Get proposals.
  • search_pulsesSearch pulses by sort or filter. Use this to find existing pulses before creating a new pulse. API summary: Get pulses.
  • search_rate_cardsSearch rate cards by filter or sort. Use this to find existing rate cards before creating a new rate card. API summary: Get rate cards.
  • search_resource_request_reportsSearch resource request reports by sort, filter or group. Use this to find existing resource request reports before creating a new resource request report. API summary: Get resource request reports.
  • search_resource_requestsSearch resource requests by sort or filter. Use this to find existing resource requests before creating a new resource request. API summary: Get resource requests.
  • search_revenue_distributionsSearch revenue distributions by filter or sort. Use this to find existing revenue distributions before creating a new revenue distribution. API summary: Get revenue distributions.
  • search_rolesSearch roles by sort or filter. Use this to find existing roles before creating a new role. API summary: Get permission sets.
  • search_salariesSearch salaries by sort or filter. Use this to find existing salaries before creating a new salary. API summary: Get salaries.
  • search_salary_reportsSearch salary reports by group, filter or sort. Use this to find existing salary reports before creating a new salary report. API summary: Get salary reports.
  • search_sectionsSearch sections by sort or filter. Use this to find existing sections before creating a new section. API summary: Get sections.
  • search_service_assignmentsSearch service assignments by filter or sort. Use this to find existing service assignments before creating a new service assignment. API summary: Get service assignments.
  • search_service_reportsSearch service reports by filter, group or sort. Use this to find existing service reports before creating a new service report. API summary: Get service reports.
  • search_service_type_assignmentsSearch service type assignments by filter or sort. Use this to find existing service type assignments before creating a new service type assignment. API summary: Get service type assignments.
  • search_service_typesSearch service types by sort or filter. Use this to find existing service types before creating a new service type. API summary: Get service types.
  • search_skillsSearch skills by sort or filter. Use this to find existing skills before creating a new skill. API summary: Get skills.
  • search_subscriptionsSearch subscriptions by sort or filter. Use this to find existing subscriptions before creating a new subscription. API summary: Get memberships.
  • search_subsidiariesSearch subsidiaries by sort or filter. Use this to find existing subsidiaries before creating a new subsidiary. API summary: Gets all subsidiaries.
  • search_survey_field_optionsSearch survey field options by filter or sort. Use this to find existing survey field options before creating a new survey field option. API summary: Get survey field options.
  • search_survey_fieldsSearch survey fields by sort or filter. Use this to find existing survey fields before creating a new survey field. API summary: Get survey fields.
  • search_survey_reportsSearch survey reports by group, sort or filter. Use this to find existing survey reports before creating a new survey report. API summary: Get survey reports.
  • search_survey_responsesSearch survey responses by sort or filter. Use this to find existing survey responses before creating a new survey response. API summary: Get survey responses.
  • search_surveysSearch surveys by sort or filter. Use this to find existing surveys before creating a new survey. API summary: Get surveys.
  • search_tagsSearch tags by sort or filter. Use this to find existing tags before creating a new tag. API summary: Get tags.
  • search_task_dependenciesSearch task dependencies by sort or filter. Use this to find existing task dependencies before creating a new task dependency. API summary: Get task dependencies.
  • search_task_reportsSearch task reports by sort, group or filter. Use this to find existing task reports before creating a new task report. API summary: Get task reports.
  • search_tasksSearch tasks by sort or filter. Use this to find existing tasks before creating a new task. API summary: Get activities.
  • search_tax_ratesSearch tax rates by sort or filter. Use this to find existing tax rates before creating a new tax rate. API summary: Get tax rates.
  • search_teamsSearch teams by sort or filter. Use this to find existing teams before creating a new team. API summary: Get teams.
  • search_templatesSearch templates by sort or filter. Use this to find existing templates before creating a new template. API summary: Get templates.
  • search_time_entry_reportsSearch time entry reports by filter, sort or group. Use this to find existing time entry reports before creating a new time entry report. API summary: Get time entry reports.
  • search_time_entry_versionsSearch time entry versions by sort or filter. Use this to find existing time entry versions before creating a new time entry version. API summary: Get time entry versions.
  • search_time_reportsSearch time reports by group, filter or sort. Use this to find existing time reports before creating a new time report. API summary: Get time reports.
  • search_time_tracking_policiesSearch time tracking policies by filter or sort. Use this to find existing time tracking policies before creating a new time tracking policy. API summary: Get time tracking policies.
  • search_timersSearch timers by filter or sort. Use this to find existing timers before creating a new timer. API summary: Get timers.
  • search_timesheet_reportsSearch timesheet reports by group, sort or filter. Use this to find existing timesheet reports before creating a new timesheet report. API summary: Get timesheet reports.
  • search_timesheetsSearch timesheets by filter or sort. Use this to find existing timesheets before creating a new timesheet. API summary: Get timesheets.
  • search_usersSearch users by filter or sort. Use this to find existing users before creating a new user. API summary: Gets users.
  • search_webhook_logsSearch webhook logs by filter or sort. Use this to find existing webhook logs before creating a new webhook log. API summary: Get webhook logs.
  • search_webhooksSearch webhooks by filter or sort. Use this to find existing webhooks before creating a new webhook. API summary: Get webhooks.
  • search_widgetsSearch widgets by sort or filter. Use this to find existing widgets before creating a new widget. API summary: Get all widgets.
  • search_workflowsSearch workflows by filter or sort. Use this to find existing workflows before creating a new workflow. API summary: Get workflows.
  • send_invoiceVisible to othersSend a invoice (invoice id). Has effects visible outside this system. API summary: Sends an invoice.
  • send_invoice_einvoiceVisible to othersSend a invoice (invoice id). Has effects visible outside this system. API summary: Sends an e-invoice.
  • send_orderVisible to othersSend a order (purchase order id). Has effects visible outside this system. API summary: Sends a purchase order.
  • send_pulseVisible to othersSend a pulse (pulse id). Has effects visible outside this system.
  • start_timerChanges dataStart a running timer on an existing time entry (relationship time_entry) or on a service for today.
  • stop_timerVisible to othersStop a running timer by `timer_id`; the tracked time is added to its time entry.
  • submit_agentVisible to othersActivate a agent (agent id). Has effects visible outside this system. API summary: Activate an agent.
  • submit_artifactVisible to othersPublish a artifact (artifact id). Has effects visible outside this system. API summary: Publishes an artifact.
  • submit_artifact_unpublishVisible to othersUnpublish a artifact (artifact id). Has effects visible outside this system. API summary: Unpublishes an artifact.
  • submit_boardVisible to othersCopy a board. Has effects visible outside this system.
  • submit_company_codeVisible to othersResend a company (organization id). Has effects visible outside this system. API summary: Resend verification code.
  • submit_contactVisible to othersActivate a contact (person id). Has effects visible outside this system. API summary: Activate a person.
  • submit_contact_resendVisible to othersResend a contact (person id). Has effects visible outside this system. API summary: Resend email to a person.
  • submit_dashboardVisible to othersCopy a dashboard. Has effects visible outside this system.
  • submit_dealVisible to othersClose a deal (deal id). Has effects visible outside this system. API summary: Closes a deal.
  • submit_deal_copyVisible to othersCopy a deal. Has effects visible outside this system. API summary: Copies a deal.
  • submit_deal_statusDeletesMerge a deal status. Destructive action; may require approval. API summary: Merges a deal status.
  • submit_discussionVisible to othersReopen a discussion (discussion id). Has effects visible outside this system. API summary: Reopens a discussion.
  • submit_document_styleVisible to othersCopy a document style. Has effects visible outside this system. API summary: Duplicates a document style.
  • submit_document_typeVisible to othersCopy a document type. Has effects visible outside this system. API summary: Duplicates a document type.
  • submit_expenseVisible to othersCopy a expense. Has effects visible outside this system. API summary: Copy an expense.
  • submit_folderVisible to othersCopy a folder. Has effects visible outside this system.
  • submit_invoiceVisible to othersFinalize a invoice (invoice id). Has effects visible outside this system. API summary: Finalizes an invoice.
  • submit_orderVisible to othersCopy a order. Has effects visible outside this system. API summary: Copies a purchase order.
  • submit_pageVisible to othersCopy a page. Has effects visible outside this system. API summary: Copies a page.
  • submit_page_publishVisible to othersPublish a page (page id). Has effects visible outside this system. API summary: Publishes a page.
  • submit_page_unpublishVisible to othersUnpublish a page (page id). Has effects visible outside this system. API summary: Unpublishes a page.
  • submit_projectVisible to othersCopy a project. Has effects visible outside this system. API summary: Copies a project.
  • submit_proposalVisible to othersSync a proposal (proposal id). Has effects visible outside this system.
  • submit_rate_cardVisible to othersCopy a rate card. Has effects visible outside this system.
  • submit_service_typeDeletesMerge a service type. Destructive action; may require approval.
  • submit_session_otpVisible to othersValidate a session (session id). Has effects visible outside this system. API summary: Validate session OTP.
  • submit_surveyVisible to othersCopy a survey. Has effects visible outside this system. API summary: Copies a survey.
  • submit_taskVisible to othersCopy a task. Has effects visible outside this system. API summary: Copies a task.
  • submit_task_listVisible to othersCopy a task list. Has effects visible outside this system. API summary: Copies a task list.
  • update_a_organization_subscriptionChanges dataUpdate an existing subscription identified by subscription id. Only the fields you pass are changed. API summary: Update a organization subscription.
  • update_accountChanges dataUpdate an existing account identified by account id. Only the fields you pass are changed. API summary: Update a bank account.
  • update_agentChanges dataUpdate an existing agent identified by agent id. Only the fields you pass are changed. API summary: Update an agent.
  • update_agent_configChanges dataUpdate an existing agent config identified by agent config id. Only the fields you pass are changed. API summary: Update an agent config.
  • update_agent_roleDeletesUpdate an existing agent role identified by agent role id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update an agent role.
  • update_an_invoiceChanges dataUpdate an existing invoice identified by invoice id. Only the fields you pass are changed. API summary: Update an invoice.
  • update_an_organizationChanges dataUpdate an existing company identified by company id. Only the fields you pass are changed. API summary: Update an organization.
  • update_an_organization_membershipChanges dataUpdate an existing subscription identified by subscription id. Only the fields you pass are changed. API summary: Update an organization membership.
  • update_approval_policyChanges dataUpdate an existing approval policy identified by approval policy id. Only the fields you pass are changed. API summary: Updates the approval policy.
  • update_approval_policy_assignmentChanges dataUpdate an existing approval policy assignment identified by approval policy assignment id. Only the fields you pass are changed. API summary: Updates the approval policy assignment.
  • update_approval_workflowChanges dataUpdate an existing approval workflow identified by approval workflow id. Only the fields you pass are changed. API summary: Updates the approval workflow.
  • update_automatic_invoicing_ruleChanges dataUpdate an existing automatic invoicing rule identified by automatic invoicing rule id. Only the fields you pass are changed. API summary: Update an automatic invoicing rule.
  • update_boardChanges dataUpdate an existing board identified by board id. Only the fields you pass are changed. API summary: Update a board.
  • update_board_movesVisible to othersUpdate an existing move identified by board id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Move a board.
  • update_board_repositionsVisible to othersUpdate an existing reposition identified by board id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Repoisition a board.
  • update_bookingChanges dataUpdate an existing booking identified by booking id. Only the fields you pass are changed. API summary: Update a booking.
  • update_bulk_approvesVisible to othersUpdate an existing bulk approve. Only the fields you pass are changed. Has effects visible outside this system. API summary: Bulk approves expenses.
  • update_categoryChanges dataUpdate an existing category identified by category id. Only the fields you pass are changed. API summary: Update a report category.
  • update_companyChanges dataUpdate an existing company identified by company id. Only the fields you pass are changed. API summary: Update a company.
  • update_contactChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Update a person.
  • update_contact_invitesDeletesUpdate an existing invite identified by person id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Invite a person.
  • update_contact_regenerate_recovery_codesVisible to othersUpdate an existing regenerate recovery code identified by person id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Regenerate 2FA recovery codes.
  • update_contact_virtualizesVisible to othersUpdate an existing virtualize identified by person id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Virtualize a person.
  • update_contractChanges dataUpdate an existing contract identified by contract id. Only the fields you pass are changed. API summary: Update a contract.
  • update_custom_fieldChanges dataUpdate an existing custom field identified by custom field id. Only the fields you pass are changed. API summary: Updates a custom field.
  • update_custom_field_optionChanges dataUpdate an existing custom field option identified by custom field option id. Only the fields you pass are changed. API summary: Updates a custom field option.
  • update_custom_field_sectionChanges dataUpdate an existing custom field section identified by custom field section id. Only the fields you pass are changed. API summary: Updates the custom field section.
  • update_dashboardChanges dataUpdate an existing dashboard identified by dashboard id. Only the fields you pass are changed. API summary: Update a dashboard.
  • update_dealChanges dataUpdate an existing deal identified by deal id. Only the fields you pass are changed. API summary: Update a deal.
  • update_deal_cost_rateChanges dataUpdate an existing deal cost rate identified by deal cost rate id. Only the fields you pass are changed. API summary: Update a deal cost rate.
  • update_deal_opensVisible to othersUpdate an existing open identified by deal id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Opens a deal.
  • update_deal_statusChanges dataUpdate an existing deal status identified by deal status id. Only the fields you pass are changed. API summary: Update a deal status.
  • update_discussionChanges dataUpdate an existing discussion identified by discussion id. Only the fields you pass are changed. API summary: Update an discussion.
  • update_discussion_resolvesVisible to othersUpdate an existing resolve identified by discussion id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Resolves a discussion.
  • update_discussion_subscribesVisible to othersUpdate an existing subscribe identified by discussion id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Subscribes to discussion.
  • update_discussion_unsubscribesVisible to othersUpdate an existing unsubscribe identified by discussion id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Unsubscribes from discussion.
  • update_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Update an attachment.
  • update_document_styleChanges dataUpdate an existing document style identified by document style id. Only the fields you pass are changed. API summary: Update a documentstyle.
  • update_document_typeChanges dataUpdate an existing document type identified by document type id. Only the fields you pass are changed. API summary: Update a documenttype.
  • update_einvoice_identityChanges dataUpdate an existing einvoice identity identified by einvoice identity id. Only the fields you pass are changed. API summary: Updates an e-invoice identity.
  • update_entitlementChanges dataUpdate an existing entitlement identified by entitlement id. Only the fields you pass are changed. API summary: Updates an entitlement.
  • update_eventChanges dataUpdate an existing event identified by event id. Only the fields you pass are changed. API summary: Update an event.
  • update_expenseChanges dataUpdate an existing expense identified by expense id. Only the fields you pass are changed. API summary: Update a expense.
  • update_expense_unapprovesVisible to othersUpdate an existing unapprove identified by expense id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Unapproves an expense.
  • update_expense_unrejectsVisible to othersUpdate an existing unreject identified by expense id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Unrejects an expense.
  • update_expensesVisible to othersUpdate an existing expense. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update expenses.
  • update_filterChanges dataUpdate an existing filter identified by filter id. Only the fields you pass are changed. API summary: Update a filter.
  • update_folderChanges dataUpdate an existing folder identified by folder id. Only the fields you pass are changed. API summary: Update a folder.
  • update_folder_movesVisible to othersUpdate an existing move identified by folder id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Move a folder.
  • update_folder_repositionsVisible to othersUpdate an existing reposition identified by folder id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Reposition a folder.
  • update_holidayChanges dataUpdate an existing holiday identified by holiday id. Only the fields you pass are changed. API summary: Update a holiday.
  • update_holiday_calendarChanges dataUpdate an existing holiday calendar identified by holiday calendar id. Only the fields you pass are changed. API summary: Update a holiday calendar.
  • update_integration_connectsVisible to othersUpdate an existing connect identified by integration id. Only the fields you pass are changed. Has effects visible outside this system.
  • update_integration_exporter_configurationChanges dataUpdate an existing integration exporter configuration identified by integration exporter configuration id. Only the fields you pass are changed. API summary: Update integration exporter configuration.
  • update_integration_task_management_configurationChanges dataUpdate an existing integration task management configuration identified by integration task management configuration id. Only the fields you pass are changed. API summary: Update integration task management configuration.
  • update_invitationChanges dataUpdate an existing invitation identified by invitation id. Only the fields you pass are changed. API summary: Update an invitation.
  • update_invoiceChanges dataUpdate an existing invoice identified by invoice id. Only the fields you pass are changed. API summary: Update a bill.
  • update_invoice_attributionChanges dataUpdate an existing invoice attribution identified by invoice attribution id. Only the fields you pass are changed. API summary: Update an invoice attribution.
  • update_invoice_templateChanges dataUpdate an existing invoice template identified by invoice template id. Only the fields you pass are changed. API summary: Update an invoice template.
  • update_job_roleDeletesUpdate an existing job role identified by job role id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Updates the job role.
  • update_lost_reasonChanges dataUpdate an existing lost reason identified by lost reason id. Only the fields you pass are changed. API summary: Update a lost reason.
  • update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update a comment.
  • update_message_dismissesVisible to othersUpdate an existing dismiss identified by email id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Dismiss an email.
  • update_message_pinsVisible to othersUpdate an existing pin identified by comment id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Pins a comment.
  • update_message_unpinsVisible to othersUpdate an existing unpin identified by comment id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Unpins a comment.
  • update_notification_dismissesVisible to othersUpdate an existing dismiss identified by notification id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Dismisses a notification.
  • update_notification_readsVisible to othersUpdate an existing read identified by notification id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Reads a notification.
  • update_notification_undismissesVisible to othersUpdate an existing undismiss identified by notification id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Undismisses a notification.
  • update_notification_unreadsVisible to othersUpdate an existing unread identified by notification id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Marks a notification as unread.
  • update_orderChanges dataUpdate an existing order identified by order id. Only the fields you pass are changed. API summary: Update a purchase order.
  • update_order_lineChanges dataUpdate an existing order line identified by order line id. Only the fields you pass are changed. API summary: Update a line item.
  • update_order_linesVisible to othersUpdate an existing order line. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update line items.
  • update_ordersVisible to othersUpdate an existing order. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update purchase orders.
  • update_overheadChanges dataUpdate an existing overhead identified by overhead id. Only the fields you pass are changed. API summary: Update an overhead.
  • update_overhead_recalculatesVisible to othersUpdate an existing recalculate identified by overhead id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Recalculate an overhead.
  • update_pageChanges dataUpdate an existing page identified by page id. Only the fields you pass are changed. API summary: Update a contact entry.
  • update_page_append_htmlsVisible to othersUpdate an existing append html identified by page id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Append HTML to a page body.
  • update_page_append_markdownsVisible to othersUpdate an existing append markdown identified by page id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Append markdown to a page body.
  • update_page_apply_template_as_targetsVisible to othersUpdate an existing apply template as target identified by page id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Applies a template onto a page.
  • update_page_apply_template_on_parentsVisible to othersUpdate an existing apply template on parent identified by page id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Creates a subpage from a template.
  • update_page_convert_to_docsVisible to othersUpdate an existing convert to doc identified by page id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Converts a subpage into a doc.
  • update_page_movesVisible to othersUpdate an existing move identified by page id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Moves a page.
  • update_page_replace_body_with_htmlsVisible to othersUpdate an existing replace body with html identified by page id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Replace a page body with HTML.
  • update_page_replace_body_with_markdownsVisible to othersUpdate an existing replace body with markdown identified by page id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Replace a page body with markdown.
  • update_page_unapprovesVisible to othersUpdate an existing unapprove identified by time entry id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Unapproves a time entry.
  • update_page_unrejectsVisible to othersUpdate an existing unreject identified by time entry id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Unreject a time entry.
  • update_page_versionChanges dataUpdate an existing page version identified by page version id. Only the fields you pass are changed. API summary: Update a pageversion.
  • update_pagesVisible to othersUpdate an existing page. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update time entries.
  • update_passwordChanges dataUpdate an existing password identified by password id. Only the fields you pass are changed. API summary: Update a password.
  • update_paymentChanges dataUpdate an existing payment identified by payment id. Only the fields you pass are changed. API summary: Update a payment.
  • update_payment_reminder_sequenceChanges dataUpdate an existing payment reminder sequence identified by payment reminder sequence id. Only the fields you pass are changed. API summary: Update a payment reminder sequence.
  • update_pipelineChanges dataUpdate an existing pipeline identified by pipeline id. Only the fields you pass are changed. API summary: Update a pipeline.
  • update_priceChanges dataUpdate an existing price identified by price id. Only the fields you pass are changed. API summary: Update a price.
  • update_projectChanges dataUpdate an existing project identified by project id. Only the fields you pass are changed. API summary: Update a project.
  • update_project_apply_navigation_tabsVisible to othersUpdate an existing apply navigation tab identified by project id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Applies navigation tabs from a template to the project.
  • update_project_change_workflowsVisible to othersUpdate an existing change workflow identified by project id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Changes workflow on project.
  • update_project_preferenceChanges dataUpdate an existing project preference identified by project preference id. Only the fields you pass are changed. API summary: Update a project preference.
  • update_project_subscribesVisible to othersUpdate an existing subscribe identified by project id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Subscribes to project.
  • update_project_unsubscribesVisible to othersUpdate an existing unsubscribe identified by project id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Unsubscribes from project.
  • update_proposalChanges dataUpdate an existing proposal identified by proposal id. Only the fields you pass are changed. API summary: Update a proposal.
  • update_pulseChanges dataUpdate an existing pulse identified by pulse id. Only the fields you pass are changed. API summary: Updates a pulse.
  • update_rate_cardChanges dataUpdate an existing rate card identified by rate card id. Only the fields you pass are changed. API summary: Update a price.
  • update_resource_requestChanges dataUpdate an existing resource request identified by resource request id. Only the fields you pass are changed. API summary: Update a resource request.
  • update_revenue_distributionChanges dataUpdate an existing revenue distribution identified by revenue distribution id. Only the fields you pass are changed. API summary: Update a revenue distribution.
  • update_roleDeletesUpdate an existing role identified by role id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update a permission set.
  • update_salaryChanges dataUpdate an existing salary identified by salary id. Only the fields you pass are changed. API summary: Update a salary.
  • update_sectionChanges dataUpdate an existing section identified by section id. Only the fields you pass are changed. API summary: Update a section.
  • update_serviceChanges dataUpdate an existing service identified by service id. Only the fields you pass are changed. API summary: Update a service.
  • update_service_assignmentChanges dataUpdate an existing service assignment identified by service assignment id. Only the fields you pass are changed. API summary: Update a service assignment.
  • update_service_typeChanges dataUpdate an existing service type identified by service type id. Only the fields you pass are changed. API summary: Update a service type.
  • update_service_type_assignmentChanges dataUpdate an existing service type assignment identified by service type assignment id. Only the fields you pass are changed. API summary: Update a service type assignment.
  • update_skillChanges dataUpdate an existing skill identified by skill id. Only the fields you pass are changed. API summary: Update a skill.
  • update_subscriptionChanges dataUpdate an existing subscription identified by subscription id. Only the fields you pass are changed. API summary: Update a membership.
  • update_subscription_clear_notificationsVisible to othersUpdate an existing clear notification identified by organization membership id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Clear notifications for organization membership.
  • update_subscription_dismiss_notificationsVisible to othersUpdate an existing dismiss notification identified by organization membership id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Dismiss notifications for organization membership.
  • update_subscription_paymentsVisible to othersUpdate an existing payment identified by organization subscription id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Retry last payment for a organization subscription.
  • update_subscription_reactivatesVisible to othersUpdate an existing reactivate identified by organization subscription id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Reactivates a organization subscription.
  • update_subsidiaryChanges dataUpdate an existing subsidiary identified by subsidiary id. Only the fields you pass are changed. API summary: Update a subsidiary.
  • update_surveyChanges dataUpdate an existing survey identified by survey id. Only the fields you pass are changed. API summary: Update a survey.
  • update_survey_fieldChanges dataUpdate an existing survey field identified by survey field id. Only the fields you pass are changed. API summary: Updates a survey field.
  • update_survey_field_optionChanges dataUpdate an existing survey field option identified by survey field option id. Only the fields you pass are changed. API summary: Updates a survey field option.
  • update_taskChanges dataUpdate a task by `task_id`: change title, description, due date, assignee, or its workflow status to move or close it, via JSON:API `data`.
  • update_task_dependencyChanges dataUpdate an existing task dependency identified by task dependency id. Only the fields you pass are changed. API summary: Update a task dependency.
  • update_task_listChanges dataUpdate an existing task list identified by task list id. Only the fields you pass are changed. API summary: Update a task list.
  • update_task_list_movesVisible to othersUpdate an existing move identified by task list id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Moves a task list.
  • update_task_list_repositionsVisible to othersUpdate an existing reposition identified by task list id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Repositions a task list.
  • update_task_move_dependentsVisible to othersUpdate an existing move dependent identified by task id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Moves a task and its dependent tasks by a given number of working days.
  • update_task_repositionsVisible to othersUpdate an existing reposition identified by task id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Repositions a task.
  • update_tax_rateChanges dataUpdate an existing tax rate identified by tax rate id. Only the fields you pass are changed. API summary: Update a tax rate.
  • update_teamChanges dataUpdate an existing team identified by team id. Only the fields you pass are changed. API summary: Update a team.
  • update_templateChanges dataUpdate an existing template identified by template id. Only the fields you pass are changed. API summary: Update a template.
  • update_time_entryChanges dataChange a time entry's minutes, date or note by its ID (passed as `page_id`).
  • update_time_tracking_policyChanges dataUpdate an existing time tracking policy identified by time tracking policy id. Only the fields you pass are changed. API summary: Update a time tracking policy.
  • update_todoChanges dataUpdate a checklist item, e.g. tick it off by setting closed to true, or change its text.
  • update_unapprovesVisible to othersUpdate an existing unapprove. Only the fields you pass are changed. Has effects visible outside this system. API summary: Unapproves time entries.
  • update_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Update a user.
  • update_user_passwordDeletesUpdate an existing user identified by user id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update password for a user.
  • update_widgetChanges dataUpdate an existing widget identified by widget id. Only the fields you pass are changed. API summary: Update a widget.
  • update_workflowChanges dataUpdate an existing workflow identified by workflow id. Only the fields you pass are changed. API summary: Update an workflow.
  • update_workflow_statusChanges dataUpdate an existing workflow status identified by workflow status id. Only the fields you pass are changed. API summary: Update an workflow status.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose Productive from the app list.

  2. 2

    Paste your key

    Paste your Productive API token and your organization ID. In Productive, go to Settings > API integrations (API access) and generate a token. The same page shows your organization ID. Changing your Productive password invalidates existing tokens.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Productive?

The AI can read tasks, to-dos, projects, boards, task lists, deals and budgets, services, client companies, people, comments and time entries. It can create and update tasks and to-dos, post comments, log time, edit time entries and start and stop timers.

Does the AI see my Productive API token?

No. Your Productive credentials are encrypted at rest and never shown to the AI. After you save them, they are 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 read-only. Logging time and stopping a timer can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then 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 with no credit card required. Paid plans bill per completed task. You also need your own Productive account.

Why do I enter an organization ID?

Productive needs to know which organization every request belongs to. HeyMyApps stores your organization ID with the connection, so the AI never has to ask for it. You find it on the same page where you generate the API token.

Related integrations

Let your AI work in Productive today.

Start free. Your key stays encrypted, and you decide what the AI may do.

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HeyMyApps is not affiliated with Productive. Product names are trademarks of their owners.