Manage Actions

Action FAQs

• What are Actions?
• Actions Feature: Pre-filled Forms
• Need an Action Not Shown Here?

Accounting Apps

• Bill.com: Create Customer
• Bill.com: Create Invoice
• Bill.com: Create Sub-customer
• FreshBooks: Create Client
• FreshBooks: Create Estimate
• QuickBooks: Convert Estimate to Invoice

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Customer Support Apps

• Aircall: Start a Call

Digital Signature

• Clustdoc: Send Application

Payment Processing Apps

• Stripe: Create Payment
• Stripe: Refund Payment