Connect Claude & ChatGPT to Tallyfy

359 tools for Tallyfy

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

• add_a_guestChanges dataCreate a new guest for a company. Search guests first to avoid duplicates. API summary: Add a Guest.
• add_task_commentChanges dataAdd a comment to a task by `task_id` with `content`; `label` can mark it as a problem report, resolution, improvement or advice. Assignees see and may be notified of it.
• add_thread_reactionChanges dataCreate a new reaction for a message. API summary: Add Thread Reaction.
• approve_userVisible to othersApprove a user (user id). Has effects visible outside this system. API summary: Approve a member.
• archive_assetDeletesArchive a asset (asset id). Destructive action; may require approval. API summary: Archive a file.
• archive_checklistDeletesArchive a checklist (checklist id). Destructive action; may require approval. API summary: Archive Template.
• archive_guestDeletesDisable a guest (guest email). Destructive action; may require approval.
• archive_processDeletesArchive a process by `run_id`. It is hidden from active lists but can be restored in Tallyfy.
• archive_projectDeletesArchive a project (project id). Destructive action; may require approval. API summary: Archive RecurringJob.
• archive_tagDeletesArchive a tag (tag id). Destructive action; may require approval. API summary: Archive Tag.
• archive_taskDeletesArchive a task (task id). Destructive action; may require approval.
• archive_userDeletesDisable a user (user id). Destructive action; may require approval. API summary: Disable a member.
• attach_link_process_to_taskChanges dataAttach a link process (run id). API summary: Link one-off Task to Process.
• attach_step_stageChanges dataLink a step (step id). API summary: Link Step to Stage.
• attach_task_checklistDeletesLink a task (task id). Destructive action; may require approval.
• attach_task_processDeletesLink a task (task id). Destructive action; may require approval.
• attach_task_stageChanges dataLink a task (task id). API summary: Link Task to Stage.
• attach_task_to_taskChanges dataAttach a task (checklist id). API summary: Link one-off Task to Template.
• complete_one_off_taskChanges dataMark a stand-alone (one-off) task as complete by `task_id`.
• complete_process_taskChanges dataMark a task in a process as complete with `run_id` and `task_id`; for approval steps set `is_approved`. The process moves on and the next assignees are notified.
• create_bulkVisible to othersCreate a new bulk. Has effects visible outside this system. API summary: Create Guests in bulk.
• create_bulk_add_or_delete_role_into_step_in_bulkMoves moneyCreate a new bulk. Financial or irreversible action; may require approval. API summary: Bulk add or delete roles for a template/process.
• create_bulk_favoritesVisible to othersCreate a new bulk. Has effects visible outside this system. API summary: Create bulk favorites.
• create_check_urlChanges dataCreate a new check url. Required: url.
• create_checklist_automated_actionChanges dataCreate a new automated action for a checklist. API summary: Add an Automated Action.
• create_checklist_customizeChanges dataCreate a new customize for a checklist. Required: tenant. API summary: Customize or import a Template to an Organization from public library.
• create_checklist_stepChanges dataCreate a new step for a checklist. API summary: Create a Step.
• create_companyChanges dataCreate a new company. Search companies first to avoid duplicates. API summary: Create a new Organization or tenant.
• create_company_billing_infoChanges dataCreate a new billing info for a company. Required: token id. API summary: Create account's billing information.
• create_company_check_checklists_existenceChanges dataCreate a new check checklists existence for a company. API summary: Check existence of Templates.
• create_company_check_text_templates_existenceChanges dataCreate a new check text templates existence for a company. API summary: Check existence of text templates.
• create_company_checklistChanges dataCreate a new checklist for a company. Search checklists first to avoid duplicates. API summary: Create Template.
• create_company_checklists_with_stepChanges dataCreate a new checklists with step for a company. API summary: Create a Template with Steps.
• create_company_custom_brandingChanges dataCreate a new custom branding for a company. API summary: Change custom branding.
• create_company_favoriteChanges dataCreate a new favorite for a company. API summary: Create a favorite.
• create_company_folderChanges dataCreate a new folder for a company. Search folders first to avoid duplicates. API summary: Create a Folder.
• create_company_groupChanges dataCreate a new group for a company. Search groups first to avoid duplicates. API summary: Create a Group.
• create_company_guestChanges dataCreate a new guest for a company. Search guests first to avoid duplicates. API summary: Create guest.
• create_company_listChanges dataCreate a new list for a company. API summary: Create a list.
• create_company_organization_roleDeletesCreate a new organization role for a company. Destructive action; may require approval. API summary: Create an Organization Role.
• create_company_projectChanges dataCreate a new project for a company. API summary: Create RecurringJob.
• create_company_public_tagChanges dataCreate a new public tag for a company. Search public tags first to avoid duplicates. API summary: Create Public Tag.
• create_company_signup_answerChanges dataCreate a new signup answer for a company. API summary: Store signup answers.
• create_company_smtpChanges dataCreate a new smtp for a company. API summary: Create SMTP Connection.
• create_company_stageChanges dataCreate a new stage for a company. API summary: Create a Stage.
• create_company_tagChanges dataCreate a new tag for a company. Search tags first to avoid duplicates. API summary: Create Tag.
• create_company_text_templateChanges dataCreate a new text template for a company. Search text templates first to avoid duplicates. API summary: Create text template.
• create_description_selected_text_commentChanges dataCreate a new message. Required: content. API summary: Create description selected text comment.
• create_folder_objectChanges dataCreate a new folder. Search folders first to avoid duplicates. API summary: Add a Process or Task into a folder.
• create_guest_guest_watcherChanges dataCreate a new guest watcher for a guest. API summary: Add Guest as watcher by Guest.
• create_guest_preferenceChanges dataCreate a new preference for a guest. API summary: Add Guest Preference.
• create_guest_watcherChanges dataCreate a new guest. Search guests first to avoid duplicates. API summary: Add Guest as a watcher.
• create_inviteVisible to othersCreate a new invite. Has effects visible outside this system. API summary: Invite a member.
• create_list_columnChanges dataCreate a new column for a list. API summary: Create columns in a List.
• create_list_rowChanges dataCreate a new row for a list. API summary: Create rows in a List.
• create_messageChanges dataCreate a new message. Required: content. API summary: Add a comment to a selected text.
• create_message_reactionChanges dataCreate a new reaction for a message. API summary: Add thread reaction.
• create_one_off_taskChanges dataCreate a stand-alone (one-off) task with `title`, `description`, `deadline` and assignees in `owners` (users, groups, guests). Assignees are notified.
• create_org_keyChanges dataCreate a new org key. API summary: Set the Vault org key.
• create_organization_role_objectDeletesCreate a new organization role. Destructive action; may require approval. API summary: Add a role into a step.
• create_permissionDeletesCreate a new permission. Destructive action; may require approval. API summary: Get Templates permissions.
• create_preferenceChanges dataCreate a new preference. Required: slug or value. API summary: Update current member's preferences.
• create_preference_save_preferencesChanges dataCreate a new preference. Required: org id. API summary: Save notification preferences.
• create_presignChanges dataCreate a new presign. Required: filename, content type, size, subject id, subject type or uploaded from. API summary: Get a presigned direct-upload URL.
• create_process_viewChanges dataCreate a new process view. Search process views first to avoid duplicates. API summary: Create a Process view.
• create_rotateChanges dataCreate a new rotate. API summary: Rotate the Vault org key.
• create_step_captureMoves moneyCreate a new capture for a step. Financial or irreversible action; may require approval. API summary: Add a Form Field.
• create_step_messageChanges dataCreate a new message for a step. Required: content. API summary: Add a comment to a Step.
• create_tagChanges dataCreate a new tag. Search tags first to avoid duplicates. API summary: Add a Tag to a Template, Process, Step or Task.
• create_taskChanges dataCreate a new task. Search tasks first to avoid duplicates. API summary: Search for a Task.
• create_task_captureMoves moneyCreate a new capture for a task. Financial or irreversible action; may require approval.
• create_task_form_fieldChanges dataCreate a new form field for a task. API summary: Add a Form Field.
• create_task_messageChanges dataCreate a new message for a task. API summary: Add a comment to a Task.
• create_task_message_create_bot_task_commentChanges dataCreate a new message for a task. Required: content. API summary: Add a bot comment to a Task without notifications.
• create_task_problemChanges dataCreate a new problem for a task. API summary: Report a problem on a Task.
• create_task_problem_create_report_threadChanges dataCreate a new problem for a task. Required: content. API summary: Report a problem on a Task.
• create_task_resolved_threadChanges dataCreate a new resolved thread for a task. API summary: Mark Task thread as resolved.
• create_task_resolved_thread_mark_task_thread_as_resolveChanges dataCreate a new resolved thread for a task. Required: thread id or content. API summary: Mark Task thread as resolved.
• create_task_startChanges dataCreate a new start for a task. API summary: Start an interactive AI task session.
• create_task_stopChanges dataCreate a new stop for a task. API summary: Stop an interactive AI task session.
• create_task_tasksChanges dataCreate a new task. Search tasks first to avoid duplicates. API summary: Create multiple tasks.
• create_userVisible to othersCreate a new user. Search users first to avoid duplicates. Has effects visible outside this system. API summary: Guest to member.
• create_user_checklist_views_createChanges dataCreate a new user. Search users first to avoid duplicates. API summary: Store a newly created resource in storage.
• create_user_preferenceChanges dataCreate a new preference for a user. Required: slug or value. API summary: Update a member email preference (public, signed URL).
• create_user_watcherChanges dataCreate a new user. Search users first to avoid duplicates. API summary: Add Member as a watcher.
• create_valueChanges dataCreate a new value. Required: id or form value. API summary: Update form-field.
• delete_a_comment_on_a_taskDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment on a Task.
• delete_a_taskMoves moneyPermanently delete a delete by task id. Financial or irreversible action; may require approval. API summary: Delete a Task.
• delete_checklist_automated_actionDeletesPermanently delete a automated action by automated id. Destructive action; may require approval. API summary: Delete an Automated Action.
• delete_checklist_deletesMoves moneyPermanently delete a delete by checklist id. Financial or irreversible action; may require approval. API summary: Delete a Template.
• delete_checklist_prerunDeletesPermanently delete a prerun by prerun id. Destructive action; may require approval. API summary: Delete a Kickoff field.
• delete_checklist_stepDeletesPermanently delete a step by step id. Destructive action; may require approval.
• delete_company_custom_brandingsMoves moneyPermanently delete a custom branding by org. Financial or irreversible action; may require approval. API summary: Reset custom branding.
• delete_company_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a file.
• delete_company_favoritesMoves moneyPermanently delete a favorite by org. Financial or irreversible action; may require approval.
• delete_company_folderDeletesPermanently delete a folder by folder id. Destructive action; may require approval.
• delete_company_folders_objectDeletesPermanently delete a folders object by folders object id. Destructive action; may require approval. API summary: Extract or remove a Process or Task from a folder.
• delete_company_groupDeletesPermanently delete a group by group id. Destructive action; may require approval.
• delete_company_guestDeletesPermanently delete a guest by guest email. Destructive action; may require approval. API summary: Delete guest.
• delete_company_listDeletesPermanently delete a list by list id. Destructive action; may require approval.
• delete_company_logoDeletesPermanently delete a logo by logo id. Destructive action; may require approval. API summary: Remove organization logo.
• delete_company_organization_roleDeletesPermanently delete a organization role by role. Destructive action; may require approval. API summary: Remove a role from an Organization.
• delete_company_remove_watcherDeletesPermanently delete a remove watcher by watcher id. Destructive action; may require approval.
• delete_company_roles_objectDeletesPermanently delete a roles object by roles object id. Destructive action; may require approval. API summary: Remove a role from a step.
• delete_company_stageDeletesPermanently delete a stage by stage id. Destructive action; may require approval.
• delete_company_tagDeletesPermanently delete a tag by tag. Destructive action; may require approval.
• delete_company_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Re-open completed Task.
• delete_company_text_templateDeletesPermanently delete a text template by text template id. Destructive action; may require approval. API summary: Delete text template.
• delete_company_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Remove a member from an organization.
• delete_description_selected_text_commentDeletesPermanently delete a message by class id. Destructive action; may require approval. API summary: Delete description selected text comment.
• delete_guest_deletesMoves moneyPermanently delete a delete by guest id. Financial or irreversible action; may require approval. API summary: Delete a guest.
• delete_guest_guest_watchDeletesPermanently delete a guest watch by watch id. Destructive action; may require approval. API summary: Remove Guest watcher by Guest.
• delete_guest_s_thread_reactionDeletesPermanently delete a reaction by reaction id. Destructive action; may require approval. API summary: Delete Guest's Thread Reaction.
• delete_guest_text_templateDeletesPermanently delete a text template by text template id. Destructive action; may require approval. API summary: Delete a specific text template for a guest.
• delete_list_columnDeletesPermanently delete a column by column id. Destructive action; may require approval. API summary: Delete a column of a List.
• delete_list_rowDeletesPermanently delete a row by row id. Destructive action; may require approval. API summary: Delete a row of a List.
• delete_mes_active_tokensMoves moneyPermanently delete a me by org. Financial or irreversible action; may require approval. API summary: Delete user's active tokens.
• delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete selected text comment.
• delete_message_reactionDeletesPermanently delete a reaction by reaction id. Destructive action; may require approval. API summary: Delete thread reaction.
• delete_org_keysMoves moneyPermanently delete a org key by org. Financial or irreversible action; may require approval. API summary: Destroy the Vault org key.
• delete_process_viewDeletesPermanently delete a process view by process view id. Destructive action; may require approval.
• delete_profile_picsMoves moneyPermanently delete a profile pic. Financial or irreversible action; may require approval. API summary: Delete current member's profile picture.
• delete_step_captureMoves moneyPermanently delete a capture by capture id. Financial or irreversible action; may require approval. API summary: Delete a Form Field.
• delete_step_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment on a Step.
• delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Remove a Tag from a Template or Process.
• delete_task_deletesMoves moneyPermanently delete a delete by run id. Financial or irreversible action; may require approval. API summary: Delete a Process.
• delete_task_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a file.
• delete_task_form_fieldDeletesPermanently delete a form field by field id. Destructive action; may require approval.
• delete_task_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment on a Task.
• delete_task_prerunDeletesPermanently delete a task by run id. Destructive action; may require approval. API summary: Re-open the Process Kickoff Forms.
• delete_text_template_typesMoves moneyPermanently delete a type by text template id. Financial or irreversible action; may require approval. API summary: Delete a specific text template for a user.
• delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Remove the specified resource from storage.
• delete_user_deletesMoves moneyPermanently delete a delete by user id. Financial or irreversible action; may require approval. API summary: Delete a member.
• delete_user_profile_picsMoves moneyPermanently delete a profile pic by user id. Financial or irreversible action; may require approval. API summary: Delete a member's profile picture.
• delete_user_withdraw_invitesMoves moneyPermanently delete a withdraw invite by user id. Financial or irreversible action; may require approval. API summary: Withdraw invitation.
• delete_watchDeletesPermanently delete a watch by org. Destructive action; may require approval. API summary: Remove watcher.
• detach_step_stageChanges dataUnlink a step (step id). API summary: Unlink Step from Stage.
• detach_task_stageChanges dataUnlink a task (task id). API summary: Unlink Task from Stage.
• download_dlDownload the document for a dl. API summary: Download a file.
• export_checklistsExport checklists. API summary: Export a Template.
• export_checklists_downloadExport checklists. API summary: Download exported Template.
• export_runsChanges dataExport runs. API summary: Export a Process.
• export_usersExport users. API summary: Export Member information.
• get_a_member_s_completed_tasksSearch tasks by sort, q, with, is oneoff or tag. Use this to find existing tasks before creating a new task. Results are paginated. API summary: Get a member's completed Tasks.
• get_a_template_s_completed_tasksSearch tasks by sort, q, with, tag, without pagination or deadline start range. Use this to find existing tasks before creating a new task. Results are paginated. API summary: Get a Template's completed Tasks.
• get_all_public_processesList tasks. Optional filters: with. API summary: Get all public Processes.
• get_all_tasks_in_a_public_processList tasks for a task. Optional filters: with. Results are paginated. API summary: Get all Tasks in a Public Process.
• get_any_organization_s_detailsGet one company by org. API summary: Get any organization's details.
• get_checklist_statusChanges dataGet the current status of a checklist by checklist id. API summary: Update Template status.
• get_checklist_stepGet one step for a checklist by step id. API summary: Get a Step.
• get_companyGet one company by company id. API summary: Get organization attributes.
• get_company_assetGet one asset for a company by asset id. API summary: Get file meta data.
• get_company_checklist_get_public_template_by_idGet one checklist for a company by checklist id. API summary: Public Template.
• get_company_documentGet one document for a company by document id. API summary: Retrieve downloaded file.
• get_company_folderGet one folder for a company by folder id. API summary: Get a Folder by ID.
• get_company_get_organizations_public_templatesGet one company by org. Results are paginated. API summary: Organization public Templates.
• get_company_groupGet one group for a company by group id. API summary: Get a Group.
• get_company_guestGet one guest for a company by guest email. API summary: Get guest.
• get_company_listGet one list for a company by list id. API summary: Get list by ID.
• get_company_logoGet one logo for a company by logo id. API summary: Get organization logo.
• get_company_projectGet one project for a company by project id. API summary: Get RecurringJob data.
• get_company_tagGet one tag for a company by tag id. Results are paginated. API summary: Get Tag data.
• get_company_text_templateGet one text template for a company by text template id. API summary: Get text template.
• get_current_member_s_completed_tasksSearch tasks by sort, q, folder, with, tag or without pagination. Use this to find existing tasks before creating a new task. Results are paginated. API summary: Get current member's completed Tasks.
• get_current_member_s_profile_by_idGet one user by user id. API summary: Get current member's profile by ID.
• get_current_userGet your own member profile in the connected Tallyfy organization. Use to confirm who you are acting as.
• get_groupGet one group by asset. API summary: Get Group asset.
• get_guest_cadence_daysGet one guest by guest code. API summary: Get cadence days by guest.
• get_guest_checklistGet one checklist for a guest by checklist id. API summary: Guest's template.
• get_guest_runGet one run for a guest by run id. API summary: Get a Guest's single Process.
• get_guest_taskGet one task for a guest by task id. API summary: Get a guest's Task.
• get_guest_text_templateGet one text template for a guest by text template id. API summary: Get text template.
• get_memberGet one member by `user_id`.
• get_member_email_preferences_public_signed_urlList preferences for a user. API summary: Get member email preferences (public, signed URL).
• get_messageGet one message by message id. API summary: Get a selected text comment by ID.
• get_one_off_taskGet one stand-alone (one-off) task by `task_id`; `with` = threads includes comments.
• get_processGet one process by `run_id`; `with` can add tasks, checklist, next_task and more; `form_fields_values` includes kick-off answers.
• get_process_form_fieldsGet all form fields and their answers in a process by `run_id`.
• get_process_taskGet one task of a process by `run_id` and `task_id`, with its form fields and assignees.
• get_public_process_form_fieldsList form fields for a task. API summary: Get public Process Form Fields.
• get_public_tagGet one public tag by type. Results are paginated. API summary: Public tags by type.
• get_recurringjobsList projects for a company. API summary: Get RecurringJobs.
• get_step_deadlinesList steps deadlines for a checklist. Optional filters: featured. API summary: Get Step deadlines.
• get_system_users_listList users. API summary: Get system users list.
• get_taskGet one task by task id. API summary: Get a public Process.
• get_task_documentGet one document for a task by document id. API summary: Retrieve a File for Guest.
• get_task_statusChanges dataGet the current status of a task by org. API summary: AI task status + completion callback.
• get_tasks_grouped_by_stagesSearch tasks by sort, q, folder, with, tag or without pagination. Use this to find existing tasks before creating a new task. Results are paginated. API summary: Get tasks grouped by stages.
• get_templateGet one template by `checklist_id`; add `with` = steps to include its steps.
• get_template_kickoff_fieldsGet the kick-off form fields of a template by `checklist_id`, which must be filled when launching a process from it.
• get_text_templateGet one text template for a company by text template id. API summary: Get text Template.
• get_thread_reactions_for_guestsList reactions for a message. API summary: Get Thread Reactions for Guests.
• get_userGet one user by user id. API summary: Display the specified resource.
• get_user_allChanges dataGet one user by org.
• get_users_pictureGet one users picture by users picture id. API summary: Retrieve user picture.
• get_users_picture_thumbGet one users picture thumb by users picture thumb id. API summary: Retrieve user picture thumbnail.
• launch_processChanges dataLaunch a new process from a template: pass `checklist_id`, a `name`, and optionally `prerun` (kick-off form answers), `summary`, `owner_id` and `tags`. Assignees are notified of their first tasks.
• list_by_appsList by apps. API summary: Per-app vault usage aggregates (events / calls / errors / distinct users).
• list_by_templatesList by templates. API summary: Per-template vault usage aggregates (templateid lands with mcp536 execution context).
• list_categoriesList categories. Optional filters: from or to. API summary: List event categories with counts for the filter dropdown.
• list_checklist_form_fieldsList form fields for a checklist. API summary: Get Template Guest Form Fields.
• list_checklist_form_fields_get_template_form_fieldsList form fields for a checklist. API summary: Get Template Form Fields.
• list_checklist_ko_formsList ko forms for a checklist. API summary: Get public Kickoff form.
• list_checklist_permissionsList permissions for a checklist. API summary: Get Template permissions.
• list_checklist_stepsList steps for a checklist. API summary: Get all the Steps of a Template.
• list_checklist_steps_deadlinesList steps deadlines for a checklist. Optional filters: step id, in working days or deadline. API summary: Get Step deadlines.
• list_checklist_steps_start_datesList steps start dates for a checklist. Optional filters: step id or start date. API summary: Get Step start date.
• list_companiesList companies. API summary: Get domain organizations.
• list_company_ai_logsList ai logs for a company. API summary: List AI usage events for an organization (token / cost / latency).
• list_company_custom_brandingsList custom brandings for a company. API summary: Custom branding of any organization.
• list_company_groups_listsList groups lists for a company. API summary: Get organization groups.
• list_company_guests_linksList guests links for a company. API summary: Get the forever link for a specified guest.
• list_company_guests_listsList guests lists for a company. API summary: Get organization guests.
• list_company_ko_formsList ko forms for a company. Optional filters: sort. API summary: Get all public Kickoff forms.
• list_company_listsList lists for a company. API summary: Get lists.
• list_company_organization_rolesList organization roles for a company. Optional filters: with. API summary: Get all Organization Roles.
• list_company_projectsList projects for a company. API summary: Get all recurring job types.
• list_company_signup_answersList signup answers for a company. API summary: Get signup answers.
• list_company_smtpsList smtps for a company. API summary: Retrieve SMTP connection.
• list_company_system_logsList system logs for a company. API summary: List system events for an organization (webhook/email/billing/security/process/auth/auditaccess).
• list_company_users_listsList users lists for a company. Optional filters: status. API summary: List of organization members.
• list_company_watchersList watchers for a company. Optional filters: user, guest, watching, notification, repeat or without pagination. API summary: Get organization watchers.
• list_configsList configs. API summary: Get SAML config.
• list_configs_get_configList configs.
• list_countriesList countries.
• list_eventsList events. API summary: Raw vault audit log for the org (filterable, paginated).
• list_file_dlsList dls for a file. API summary: Download uploaded file for Guest.
• list_guest_companiesList companies for a guest. API summary: Guest's Organizations.
• list_guest_preferencesList preferences for a guest. API summary: Get Guest Preferences.
• list_guest_preferences_get_guest_preferencesList preferences for a guest. Optional filters: expires. API summary: Guest email-preferences page.
• list_guest_tasksList tasks for a guest. Optional filters: with, status, without pagination, deadline start range, deadline end range or deadline on. API summary: Get a guest's Task.
• list_guest_watchesList watches for a guest. Optional filters: watching, notification or repeat. API summary: Get watches of a guest.
• list_guestsList guests (outside people who can be assigned tasks), optionally searching by `q`.
• list_guests_2List guests. API summary: Get system guests list.
• list_member_tasksList tasks assigned to a member by `user_id`, filtered by `status`, `q` text or deadline. Set `without_pagination` to false for paged results.
• list_membersList the organization's members, optionally searching by `q` (name or email). Use to find a `user_id` for assigning tasks.
• list_mesList mes. API summary: Get current member's profile.
• list_message_reactionsList reactions for a message. API summary: Get thread reactions.
• list_my_tasksList tasks assigned to you, filtered by `status` (e.g. active, overdue, due_soon), `q` text, deadline or process. Set `without_pagination` to false for paged results.
• list_org_keysList org keys. API summary: Vault org-key status.
• list_preferencesList preferences. API summary: Get current member's preferences.
• list_process_tasksList the tasks of a process by `run_id`, filtered by `status`, `owners` or deadline. Set `without_pagination` to true to get all tasks at once.
• list_processesList processes (runs) in the organization, filtered by `status`, `checklist_id` (template), `owners`, `folder` or `tag`.
• list_recurring_job_historiesList histories for a recurring job. API summary: Get the history of the recurring job.
• list_signup_questionsList signup questions. API summary: Get all signup questions.
• list_task_form_fieldsList form fields for a task. API summary: Get Guest Form Fields.
• list_task_permissionsList permissions for a task. API summary: Get Process permissions.
• list_tasksList tasks across the organization, filtered by `status`, `q` text, `owners`, one-off flag or deadline. Set `without_pagination` to false for paged results.
• list_tasks_2List tasks. Optional filters: with. API summary: Get all public Processes.
• list_tasks_get_guests_process_tasksList tasks for a task. Optional filters: with. API summary: Guest's Process Task.
• list_templatesList the templates (blueprints) in the organization. Use to find a template's ID before launching a process.
• list_user_preferencesList preferences for a user. API summary: Get current member's preferences.
• list_user_preferences_get_user_preferencesList preferences for a user. Optional filters: expires. API summary: Member email-preferences page.
• list_user_reassignment_informationList reassignment information for a user. API summary: Get member's reassignment information.
• list_usersList users. API summary: Display a listing of the resource.
• list_users_getList users. API summary: Per-user vault usage aggregates (optionally scoped to one app via appkey).
• list_users_get_my_notificationsList users. Optional filters: unread only. Results are paginated.
• publish_a_templateVisible to othersPublish a checklist (checklist id). Has effects visible outside this system. API summary: Publish a Template.
• reject_userDeletesReject a user (user id). Destructive action; may require approval. API summary: Reject a member.
• reopen_process_taskDeletesReopen a completed task in a process by `run_id` and `task_id`.
• restore_checklistChanges dataRestore a checklist (checklist id). API summary: Restore a Template.
• restore_company_smtpChanges dataEnable a company (org). API summary: Toggle Custom SMTP.
• restore_guestVisible to othersEnable a guest (guest email). Has effects visible outside this system.
• restore_taskChanges dataRestore a task (task id). API summary: Restore one-off Task.
• restore_userChanges dataEnable a user (user id). API summary: Enable a member.
• retrieve_a_guest_s_completed_tasksList tasks. API summary: Retrieve a guest's completed Tasks.
• retrieve_an_uploaded_fileGet one document for a company by document id. API summary: Retrieve an uploaded file.
• retrieve_organization_data_for_a_guestList companies for a guest. API summary: Retrieve organization data for a guest.
• searchSearch the organization by `search` text; set `on` to blueprint, process, task, snippet or step to choose what to look for.
• search_all_public_templatesSearch libraries by q or sort. Use this to find existing libraries before creating a new library. Results are paginated. API summary: Search all public Templates.
• search_checklist_tasksSearch tasks for a checklist by q, status, sort, with, tag or current task. Use this to find existing tasks before creating a new task. Results are paginated. API summary: Get a Template's Tasks.
• search_companiesSearch companies by q, admin or with. Use this to find existing companies before creating a new company. Results are paginated. API summary: Get current member's organizations.
• search_company_checklists_listsSearch checklists lists for a company by q, form fields values or with. Use this to find existing checklists lists before creating a new checklists list. API summary: Get a list of Templates including their IDs and names only.
• search_company_domainsSearch domains for a company by q or sort. Use this to find existing domains before creating a new domain. API summary: Get domains.
• search_company_foldersSearch folders for a company by parent id, folder type, q, pagination, sort or with. Use this to find existing folders before creating a new folder. Results are paginated. API summary: Get Folders by Organization ID.
• search_company_groupsSearch groups for a company by q, sort by, sort or with. Use this to find existing groups before creating a new group. Results are paginated. API summary: Get organization groups.
• search_company_runs_listsSearch runs lists for a company by q or type. Use this to find existing runs lists before creating a new runs list. API summary: Get a list of Processes including their IDs and names only.
• search_company_tagsSearch tags for a company by q, strict, sort, status, with or auto generated. Use this to find existing tags before creating a new tag. Results are paginated. API summary: Get tags.
• search_company_tasksSearch tasks for a company by type, actor type, actor id, entity type, entity id or verb. Use this to find existing tasks before creating a new task. Results are paginated. API summary: Get all ActivityFeeds in an organization.
• search_company_text_templatesSearch text templates for a company by q or sort. Use this to find existing text templates before creating a new text template. Results are paginated. API summary: Get all text templates.
• search_guest_checklistsSearch checklists for a guest by with, q or sort. Use this to find existing checklists before creating a new checklist. Results are paginated. API summary: Guest's templates.
• search_guest_runsSearch runs for a guest by q, sort or with. Use this to find existing runs before creating a new run. API summary: Get a list of processes.
• search_librariesSearch libraries by q, sort, featured, tag, topic tags or industry tags. Use this to find existing libraries before creating a new library. Results are paginated. API summary: All public Templates.
• search_one_organization_s_public_templatesGet one company by org. Results are paginated. API summary: Search one organization's public Templates.
• search_process_viewsSearch process views by q, sort by or without pagination. Use this to find existing process views before creating a new process view. Results are paginated. API summary: Get custom process views.
• search_public_tagsSearch public tags by q, sort, type, is featured, all tags or pagination. Use this to find existing public tags before creating a new public tag. Results are paginated. API summary: All public tags.
• search_user_companiesSearch companies for a user by q, admin, include disabled or with. Use this to find existing companies before creating a new company. Results are paginated. API summary: Get current member's organizations.
• send_company_logVisible to othersEmail a company (org). Has effects visible outside this system. API summary: List email events for an organization (sent/delivered/bounced/etc.).
• send_email_to_task_assigneesVisible to othersEmail a task (task id). Has effects visible outside this system. API summary: Send email to Task assignees.
• send_taskVisible to othersEmail a task (task id). Has effects visible outside this system. API summary: Send email reminder to Process Task assignees.
• submit_checklistVisible to othersClone a checklist (checklist id). Has effects visible outside this system. API summary: Clone or import a Template to an Organization.
• submit_documentVisible to othersComplete a document (asset). Has effects visible outside this system. API summary: Finalize a presigned upload.
• submit_runVisible to othersActivate a run (run id). Has effects visible outside this system. API summary: Unarchive a Process.
• submit_stepVisible to othersClone a step (step id). Has effects visible outside this system. API summary: Clone a Step to an Organization.
• submit_taskVisible to othersComplete a task (task id). Has effects visible outside this system. API summary: Complete a guest's Task.
• submit_task_cloneVisible to othersClone a task (task id). Has effects visible outside this system. API summary: Clone a task to an organization.
• submit_task_prerunVisible to othersComplete a task (run id). Has effects visible outside this system. API summary: Mark the Process Kickoff Forms complete.
• submit_tokenDeletesRefresh a token. Destructive action; may require approval. API summary: Get a fresh transient token cookie for the authenticated member.
• submit_user_inviteVisible to othersResend a user (user id). Has effects visible outside this system. API summary: Resend invitation.
• update_activity_feed_undosVisible to othersUpdate an existing undo identified by activity feed id. Has effects visible outside this system. API summary: Undo activity feed.
• update_automated_action_reordersVisible to othersUpdate an existing reorder identified by automated id. Has effects visible outside this system. API summary: Reorder an Automated Action.
• update_capture_move_outsMoves moneyUpdate an existing move out identified by capture id. Financial or irreversible action; may require approval. API summary: Move a Form Field.
• update_checklist_apply_dual_versionsVisible to othersUpdate an existing apply dual version identified by checklist id. Has effects visible outside this system. API summary: Apply dual version to a Template.
• update_checklist_automated_actionChanges dataUpdate an existing automated action identified by automated id. API summary: Update an Automated Action.
• update_checklist_permissionsMoves moneyUpdate an existing permission identified by checklist id. Financial or irreversible action; may require approval. API summary: Update Template permissions.
• update_checklist_pinsVisible to othersUpdate an existing pin identified by checklist id. Has effects visible outside this system. API summary: Pin a Template.
• update_checklist_stepChanges dataUpdate an existing step identified by step id. API summary: Update a Step.
• update_companyChanges dataUpdate an existing company identified by company id. API summary: Update organization attributes.
• update_company_accountsVisible to othersUpdate an existing account identified by org. Has effects visible outside this system. API summary: Updates billing account information.
• update_company_ai_kill_switchesVisible to othersUpdate an existing ai kill switch identified by org. Has effects visible outside this system. API summary: Update the org AI kill-switch.
• update_company_checklistChanges dataUpdate an existing checklist identified by checklist id. API summary: Update Template.
• update_company_folderChanges dataUpdate an existing folder identified by folder id. API summary: Update a Folder.
• update_company_groupChanges dataUpdate an existing group identified by group id. API summary: Update a Group.
• update_company_guestVisible to othersUpdate an existing guest identified by guest email. Has effects visible outside this system. API summary: Update guest.
• update_company_listChanges dataUpdate an existing list identified by list id. API summary: Update list.
• update_company_organization_roleDeletesUpdate an existing organization role identified by role. Destructive action; may require approval. API summary: Update Organization Role.
• update_company_projectChanges dataUpdate an existing project identified by project id. API summary: Update RecurringJob.
• update_company_stageChanges dataUpdate an existing stage identified by stage id. API summary: Update a Stage.
• update_company_subscriptionsVisible to othersUpdate an existing subscription identified by org. Has effects visible outside this system. API summary: Change subscription plan.
• update_company_tagChanges dataUpdate an existing tag identified by tag id. API summary: Update Tag.
• update_company_text_templateChanges dataUpdate an existing text template identified by text template id. API summary: Update text template.
• update_company_userChanges dataUpdate an existing user identified by user id. API summary: Update an account.
• update_guest_cadence_daysVisible to othersUpdate an existing cadence day identified by guest code. Has effects visible outside this system. API summary: Add cadence days by guest.
• update_guest_guest_watchChanges dataUpdate an existing guest watch identified by watch id. API summary: Update Guest watcher by Guest.
• update_guest_reset_linksDeletesUpdate an existing reset link identified by guest email. Destructive action; may require approval. API summary: Reset link of a guest.
• update_guest_taskChanges dataUpdate an existing task identified by task id. API summary: Update Task data or Guests.
• update_guest_text_templateChanges dataUpdate an existing text template identified by text template id. API summary: Update Text Template Guest.
• update_guestsVisible to othersUpdate an existing guest identified by user id. Has effects visible outside this system. API summary: Member to guest.
• update_list_cellChanges dataUpdate an existing cell identified by cell. API summary: Update a specific cell in a List.
• update_mes_emailDeletesUpdate an existing me identified by org. Destructive action; may require approval. API summary: Update my email.
• update_mes_passwordMoves moneyUpdate an existing me identified by org. Financial or irreversible action; may require approval. API summary: Update own password.
• update_messageChanges dataUpdate an existing message identified by message id. API summary: Edit a selected text comment.
• update_one_off_taskChanges dataUpdate a stand-alone (one-off) task by `task_id`: name, description, `deadline` or assignees (`owners`).
• update_own_accountVisible to othersUpdate an existing account identified by org. Has effects visible outside this system. API summary: Update own account.
• update_processChanges dataUpdate a process by `run_id` (with its `checklist_id`): name, summary, owner, tags, or kick-off answers in `prerun`.
• update_process_taskChanges dataUpdate a task in a process by `run_id` and `task_id`: title, assignees (`owners`), `deadline`, or form field answers in `taskdata`.
• update_process_viewChanges dataUpdate an existing process view identified by process view id. API summary: Edit a Process view.
• update_step_captureMoves moneyUpdate an existing capture identified by capture id. Financial or irreversible action; may require approval. API summary: Update a Form Field.
• update_step_capturesVisible to othersUpdate an existing capture identified by step id. Has effects visible outside this system. API summary: Reorder Form Fields.
• update_step_messageChanges dataUpdate an existing message identified by message id. API summary: Edit a comment on a Step.
• update_step_reordersVisible to othersUpdate an existing reorder identified by step id. Has effects visible outside this system. API summary: Reorder Step Position.
• update_task_force_actionsVisible to othersUpdate an existing force action identified by task id. Has effects visible outside this system.
• update_task_form_fieldChanges dataUpdate an existing form field identified by field id. API summary: Update a Form Field.
• update_task_form_fieldsVisible to othersUpdate an existing form field identified by task id. Has effects visible outside this system. API summary: Reorder Form Fields.
• update_task_messageChanges dataUpdate an existing message identified by message id. API summary: Edit a comment on a Task.
• update_task_permissionsMoves moneyUpdate an existing permission identified by run id. Financial or irreversible action; may require approval. API summary: Update Process permissions.
• update_task_reordersVisible to othersUpdate an existing reorder identified by task id. Has effects visible outside this system. API summary: Reorder Task position.
• update_task_tasksChanges dataUpdate an existing task identified by run id. API summary: Update deadlines and assignees in multiple tasks of a process.
• update_text_template_userChanges dataUpdate an existing user identified by user id 2. API summary: Update Text Template User.
• update_userChanges dataUpdate an existing user identified by user id. API summary: Update the specified resource in storage.
• update_user_cadence_daysVisible to othersUpdate an existing cadence day identified by user id. Has effects visible outside this system. API summary: Add cadence days by user.
• update_user_conflict_resolutionsVisible to othersUpdate an existing conflict resolution identified by user id. Has effects visible outside this system. API summary: Resolve user reassignment conflicts.
• update_user_emailVisible to othersUpdate an existing user identified by user id. Has effects visible outside this system. API summary: Update a member's email.
• update_user_new_adminDeletesUpdate an existing user identified by user id. Destructive action; may require approval. API summary: Change default admin.
• update_user_rolesMoves moneyUpdate an existing role identified by user id. Financial or irreversible action; may require approval. API summary: Update a member role.
• update_user_unsuspendsVisible to othersUpdate an existing unsuspend identified by user id. Has effects visible outside this system. API summary: Unsuspend a member.
• update_user_update_watcherChanges dataUpdate an existing update watcher identified by watcher id. API summary: Update a watcher.
• update_usersVisible to othersUpdate an existing user identified by notification id. Has effects visible outside this system.
• update_valuesVisible to othersUpdate an existing value identified by org. Has effects visible outside this system. API summary: Update form-field.

Questions