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  2. Manage Actions

Manage Actions

Learn how to complete Actions across apps from anywhere.

Action FAQs

  • Actions Feature: Post-Action App Updates
  • What are Actions?
  • Action Keyboard Shortcuts
  • 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
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