> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nekt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Flowlu as a data source

> Bring data from Flowlu to Nekt.

Flowlu is a comprehensive business management platform that combines CRM, project management, invoicing, and collaboration tools into a single suite. It helps businesses streamline operations, manage customer relationships, and track financial performance.

<img width="200px" src="https://mintcdn.com/nekt/4OiMyuUJla3MkVEt/assets/logo/logo-flowlu.png?fit=max&auto=format&n=4OiMyuUJla3MkVEt&q=85&s=7afe350cd5f63699490a3af835679a1b" data-path="assets/logo/logo-flowlu.png" />

## Configuring Flowlu as a Source

In the [Sources](https://app.nekt.ai/sources) tab, click on the "Add source" button located on the top right of your screen. Then, select the Flowlu option from the list of connectors.

Click **Next** and you'll be prompted to add your access.

### 1. Add account access

You'll need your Flowlu API Key and Subdomain for this connection. You can generate an API key in your Flowlu account under `Portal Settings` > `API Settings` > `Create`. Once you have it, add the account access and the connector configuration.

The following configurations are available:

* **API Key**: Your Flowlu API Key.
* **Subdomain**: The subdomain of your Flowlu account (e.g., 'my-company' for `my-company.flowlu.com`).
* **Start Date**: The earliest date from which records will be synced.

Once you're done, click **Next**.

### 2. Select streams

Choose which data streams you want to sync - you can select all streams or pick specific ones that matter most to you.

> Tip: The stream can be found more easily by typing its name.

Select the streams and click **Next**.

### 3. Configure data streams

Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.

* **Table name**: we suggest a name, but feel free to customize it. You have the option to add a **prefix** and make this process faster!

* **Sync Type**: you can choose between INCREMENTAL and FULL\_TABLE.
  * Incremental: every time the extraction happens, we'll get only the new data - which is good if, for example, you want to keep every record ever fetched.
  * Full table: every time the extraction happens, we'll get the current state of the data - which is good if, for example, you don't want to have deleted data in your catalog.

Once you are done configuring, click **Next**.

### 4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters.

To define your [Trigger](https://docs.nekt.com/get-started/core-concepts/triggers), consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times).

Optionally, you can determine when to execute a [full sync](https://docs.nekt.com/get-started/core-concepts/types-of-sync#additional-full-sync). This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while.

Once you are ready, click **Next** to finalize the setup.

### 5. Check your new source

You can view your new source on the [Sources](https://app.nekt.ai/sources) page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.

<Warning>For you to be able to see it on your [Catalog](https://app.nekt.ai/catalog), you need at least one successful source run.</Warning>

# Streams and Fields

Below you'll find all available data streams from Flowlu and their corresponding fields:

<AccordionGroup>
  <Accordion title="CRM Leads">
    Stream for managing CRM leads.

    **Key Fields:**

    * `id`: Unique identifier for the opportunity.
    * `name`: Opportunity name.
    * `budget`: Estimated opportunity value.
    * `customer_id`: Identifier of the associated customer.
    * `contact_id`: Identifier of the associated contact.
    * `source_id`: Identifier of the opportunity source.
    * `assignee_id`: Identifier of the current owner.
    * `pipeline_id`: Identifier of the related pipeline.
    * `pipeline_stage_id`: Identifier of the pipeline stage.
    * `active`: Indicates whether the opportunity is active.
    * `closing_status_id`: Identifier of the closing status.
    * `start_date`: Timestamp when the opportunity started.
    * `deadline`: Deadline for closing the opportunity.
    * `closing_date`: Timestamp when the opportunity was closed.
    * `created_date`: Timestamp when the opportunity was created.
    * `updated_date`: Timestamp of the most recent update.

    **Contact Information:**

    * `contact_name`: Primary contact name.
    * `contact_phone`: Primary contact phone number.
    * `contact_mobile`: Primary contact mobile number.
    * `contact_email`: Primary contact email address.
    * `contact_web`: Primary contact website.
    * `contact_position`: Primary contact job title.
    * `contact_company`: Primary contact company name.

    **Additional Fields:**

    * `description`: Opportunity description.
    * `merged_to_id`: Identifier of the opportunity into which this record was merged.
    * `closing_comment`: Closing notes provided by the user.
    * `ref`: External reference code.
    * `ref_id`: External reference identifier.
    * `created_by`: User who created the opportunity.
    * `updated_by`: User who last updated the opportunity.
    * `last_activity_id`: Identifier of the last recorded activity.
    * `last_activity_time`: Timestamp of the last activity.
    * `last_activity_model`: Entity type of the last activity.
    * `ordering`: Ordering index among opportunities.
    * `auto_calc`: Indicates whether totals are calculated automatically.
    * `shipping_charge`: Shipping amount associated with the opportunity.
    * `adjustment`: Additional adjustment amount.
    * `adjustment_description`: Description of applied adjustments.
    * `pricelist_id`: Identifier of the price list in use.
    * `deleted_at`: Timestamp when the opportunity was soft-deleted.
    * `extra_fields`: Custom fields returned for the opportunity as a JSON string.
  </Accordion>

  <Accordion title="CRM Accounts">
    Stream for managing CRM accounts.

    **Key Fields:**

    * `id`: Unique identifier for the CRM account.
    * `type`: Account type code.
    * `name`: Name of the account.
    * `first_name`: First name when the account represents a person.
    * `last_name`: Last name.
    * `active`: Indicates whether the account is active.
    * `created_date`: Timestamp when the account was created.
    * `updated_date`: Timestamp of the most recent update.
    * `owner_id`: Identifier of the account owner.
    * `industry_id`: Identifier of the related industry.
    * `account_category_id`: Identifier of the account category.

    **Contact Information:**

    * `phone`: Primary phone number.
    * `phone2`: Secondary phone number.
    * `phone3`: Tertiary phone number.
    * `email`: Primary email address.
    * `email_personal`: Personal email address.
    * `web`: Account website URL.
    * `telegram`: Telegram contact handle.
    * `social_network_link_1`: Social network link 1.
    * `social_network_link_2`: Social network link 2.
    * `social_network_link_3`: Social network link 3.
    * `social_network_link_4`: Social network link 4.
    * `social_network_link_5`: Social network link 5.
    * `social_network_link_6`: Social network link 6.

    **Address Information:**

    * `shipping_country`: Shipping country.
    * `shipping_state`: Shipping state or region.
    * `shipping_city`: Shipping city.
    * `shipping_zip`: Shipping postal code.
    * `shipping_address_line_1`: Shipping address line 1.
    * `shipping_address_line_2`: Shipping address line 2.
    * `shipping_address_line_3`: Shipping address line 3.
    * `billing_country`: Billing country.
    * `billing_state`: Billing state or region.
    * `billing_city`: Billing city.
    * `billing_zip`: Billing postal code.
    * `billing_address_line_1`: Billing address line 1.
    * `billing_address_line_2`: Billing address line 2.
    * `billing_address_line_3`: Billing address line 3.
    * `address`: Primary address string.
    * `address_legal`: Legal address of the organization.

    **Legal & Financial Information:**

    * `name_legal`: Short legal name.
    * `name_legal_full`: Full legal name.
    * `VAT`: Primary VAT/tax identifier.
    * `VAT1`: Secondary VAT/tax identifier 1.
    * `VAT2`: Secondary VAT/tax identifier 2.
    * `bank_details`: Banking details for the account.
    * `organization_revenue`: Reported organization revenue.
    * `organization_expenses`: Reported organization expenses.
    * `organization_registration_date`: Organization registration date.

    **Additional Fields:**

    * `honorific_title_id`: Identifier of the honorific title.
    * `middle_name`: Middle name.
    * `description`: Account description or notes.
    * `deleted_at`: Timestamp when the account was soft-deleted.
    * `extra_fields`: Additional custom fields as a JSON string.
    * `cf_1`: Custom field cf\_1 value.
    * `cf_4`: Custom field cf\_4 value.
    * `merged_to`: Identifier of the account this record merged into.
    * `ref`: External reference code.
    * `ref_id`: External reference identifier.
    * `guid_1c`: 1C integration GUID.
    * `timezone`: Account time zone.
    * `organization_employee_count`: Number of employees in the organization.
    * `last_activity_id`: Identifier of the last recorded activity.
    * `last_activity_time`: Timestamp of the last recorded activity.
    * `last_activity_model`: Entity type of the last activity.
  </Accordion>

  <Accordion title="CRM Account Categories">
    Stream for managing CRM account categories.

    **Key Fields:**

    * `id`: Unique identifier for the account category.
    * `name`: Account category name.
    * `ordering`: Display ordering for the category.
    * `created_by`: User who created the category.
    * `created_date`: Timestamp when the category was created.
    * `updated_by`: User who last updated the category.
    * `updated_date`: Timestamp of the most recent update.
    * `deleted_at`: Timestamp when the category was soft-deleted.
    * `active`: Indicates whether the category is active.
  </Accordion>

  <Accordion title="Company Absence Types">
    Stream for managing company absence types.

    **Key Fields:**

    * `id`: Unique identifier for the absence type.
    * `title`: Name of the absence type.
    * `color`: Color associated with the absence type.
    * `default_absence_duration`: Default duration in days.
    * `count_holidays`: Indicates whether holidays are included when computing the absence duration.
    * `created_by`: User who created the absence type.
    * `created_date`: Timestamp when the type was created.
    * `updated_by`: User who last updated the type.
    * `updated_date`: Timestamp of the most recent update.
  </Accordion>

  <Accordion title="Company Absences">
    Stream for managing company absences.

    **Key Fields:**

    * `id`: Unique identifier for the absence record.
    * `user_id`: Identifier of the employee who is absent.
    * `start_date`: Timestamp when the absence starts.
    * `end_date`: Timestamp when the absence ends.
    * `original_end_date`: Original absence end timestamp before later adjustments.
    * `absence_type_id`: Identifier of the absence type.
    * `comment`: Comment provided for the absence.
    * `created_by`: User who created the absence record.
    * `created_date`: Timestamp when the record was created.
    * `updated_by`: User who last updated the record.
    * `updated_date`: Timestamp of the last update.
  </Accordion>

  <Accordion title="CRM Emails">
    Stream for managing CRM emails.

    **Key Fields:**

    * `id`: Unique identifier for the email record.
    * `email`: Email address associated with the account.
    * `type`: Email type (for example, primary or alternate).
    * `comment`: Comment added to the email record.
    * `account_id`: Identifier of the CRM account linked to the email.
    * `deleted_at`: Timestamp when the email record was soft-deleted.
    * `extra_fields`: Additional custom fields as a JSON string.
  </Accordion>

  <Accordion title="CRM Honorific Titles">
    Stream for managing CRM honorific titles.

    **Key Fields:**

    * `id`: Unique identifier for the honorific title.
    * `name`: Name of the honorific title.
    * `ordering`: Ordering index for display.
    * `created_by`: User who created the honorific title.
    * `created_date`: Timestamp when the honorific title was created.
    * `updated_by`: User who last updated the honorific title.
    * `updated_date`: Timestamp of the most recent update.
    * `deleted_at`: Timestamp when the honorific title was soft-deleted.
    * `active`: Indicates whether the honorific title is active.
  </Accordion>

  <Accordion title="CRM Industries">
    Stream for managing CRM industries.

    **Key Fields:**

    * `id`: Unique identifier for the industry.
    * `name`: Industry name.
    * `ordering`: Display ordering for the industry.
    * `created_by`: User who created the industry.
    * `created_date`: Timestamp when the industry record was created.
    * `updated_by`: User who last updated the industry.
    * `updated_date`: Timestamp of the most recent update.
    * `deleted_at`: Timestamp when the industry was soft-deleted.
    * `active`: Indicates whether the industry is active.
  </Accordion>

  <Accordion title="CRM Lead Followers">
    Stream for managing CRM lead followers.

    **Key Fields:**

    * `id`: Unique identifier for the opportunity follower.
    * `lead_id`: Identifier of the opportunity.
    * `user_id`: Identifier of the user following the opportunity.
    * `created_by`: User who created the follower record.
    * `created_date`: Timestamp when the follower record was created.
    * `updated_by`: User who last updated the follower record.
    * `updated_date`: Timestamp of the most recent update.
    * `extrafields`: Serialized extra fields returned by Flowlu.
  </Accordion>

  <Accordion title="CRM Lead Items">
    Stream for managing CRM lead items.

    **Key Fields:**

    * `id`: Unique identifier for the opportunity item.
    * `lead_id`: Identifier of the opportunity associated with the item.
    * `item_id`: Identifier of the referenced product or service.
    * `name`: Name of the product or service.
    * `unit_price`: Unit price for the item.
    * `quantity`: Quantity of the item.
    * `total`: Total amount after taxes and discounts.

    **Additional Fields:**

    * `ordering`: Ordering index of the item within the opportunity.
    * `description`: Description of the product or service.
    * `unit`: Unit of measure for the item.
    * `unit_id`: Identifier of the unit of measure.
    * `tax1`: Tax 1 applied to the item.
    * `tax1_included`: Indicates whether Tax 1 is included in the price.
    * `tax1_amount`: Amount charged for Tax 1.
    * `tax2`: Tax 2 applied to the item.
    * `tax2_included`: Indicates whether Tax 2 is included in the price.
    * `tax2_amount`: Amount charged for Tax 2.
    * `discount_amount`: Absolute discount amount applied.
    * `discount`: Discount value or percentage representation.
    * `discount_is_percent`: Indicates whether the discount is a percentage.
    * `sub_total`: Subtotal amount for the item.
    * `tax_total`: Total tax amount applied to the item.
    * `tax_displayed`: Tax label displayed on the item.
    * `ref`: External reference for the item.
    * `ref_id`: External identifier for the item.
    * `type`: Item type code.
    * `deleted_at`: Timestamp when the item was soft-deleted.
    * `extra_fields`: Additional custom fields as a JSON string.
  </Accordion>

  <Accordion title="CRM Loss Reasons">
    Stream for managing CRM loss reasons.

    **Key Fields:**

    * `id`: Unique identifier for the loss reason.
    * `name`: Name of the loss reason.
    * `ordering`: Display ordering for the reason.
    * `created_by`: User who created the loss reason.
    * `created_date`: Timestamp when the loss reason was created.
    * `updated_by`: User who last updated the loss reason.
    * `updated_date`: Timestamp of the most recent update.
    * `deleted_at`: Timestamp when the reason was soft-deleted.
    * `active`: Indicates whether the loss reason is active.
  </Accordion>

  <Accordion title="CRM Phones">
    Stream for managing CRM phones.

    **Key Fields:**

    * `id`: Unique identifier for the phone record.
    * `phone`: Phone number associated with the account.
    * `phone_masked`: Masked representation of the phone number.
    * `type`: Phone type (for example, primary or alternate).
    * `old_phone`: Previously used phone number.
    * `comment`: Comment associated with the phone record.
    * `account_id`: Identifier of the CRM account linked to the phone.
    * `deleted_at`: Timestamp when the phone record was soft-deleted.
    * `extra_fields`: Additional custom fields as a JSON string.
  </Accordion>

  <Accordion title="CRM Pipeline Stages">
    Stream for managing CRM pipeline stages.

    **Key Fields:**

    * `id`: Unique identifier for the stage.
    * `name`: Name of the stage.
    * `pipeline_id`: Identifier of the pipeline associated with the stage.
    * `color`: Highlight color used for the stage.
    * `ordering`: Ordering index within the pipeline.
    * `created_by`: User who created the stage.
    * `created_date`: Timestamp when the stage was created.
    * `updated_by`: User who last updated the stage.
    * `updated_date`: Timestamp of the most recent update.
    * `deleted_at`: Timestamp when the stage was soft-deleted.
    * `active`: Indicates whether the stage is active.
  </Accordion>

  <Accordion title="CRM Pipelines">
    Stream for managing CRM pipelines.

    **Key Fields:**

    * `id`: Unique identifier for the pipeline.
    * `name`: Pipeline name.
    * `description`: Pipeline description.
    * `type_access`: Access type for the pipeline.
    * `ordering`: Ordering index for display.
    * `created_by`: User who created the pipeline.
    * `created_date`: Timestamp when the pipeline was created.
    * `updated_by`: User who last updated the pipeline.
    * `updated_date`: Timestamp of the most recent update.
    * `deleted_at`: Timestamp when the pipeline was soft-deleted.
    * `active`: Indicates whether the pipeline is active.
  </Accordion>

  <Accordion title="CRM Relations">
    Stream for managing CRM relations.

    **Key Fields:**

    * `id`: Unique identifier for the CRM relation.
    * `parent_acc_id`: Identifier of the parent account.
    * `child_acc_id`: Identifier of the child account.
    * `relation_name`: Name of the relationship.
    * `type`: Relationship type code.
    * `created_by`: User who created the relationship.
    * `created_date`: Timestamp when the relationship was created.
    * `updated_by`: User who last updated the relationship.
    * `updated_date`: Timestamp of the most recent update.
  </Accordion>

  <Accordion title="CRM Sources">
    Stream for managing CRM sources.

    **Key Fields:**

    * `id`: Unique identifier for the opportunity source.
    * `name`: Name of the opportunity source.
    * `description`: Description of the source.
    * `ordering`: Display order of the source.
    * `created_by`: User who created the source.
    * `created_date`: Timestamp when the source was created.
    * `updated_by`: User who last updated the source.
    * `updated_date`: Timestamp of the most recent update.
    * `deleted_at`: Timestamp when the source was soft-deleted.
    * `active`: Indicates whether the source is active.
  </Accordion>

  <Accordion title="Project Expenses">
    Stream for managing project expenses.

    **Key Fields:**

    * `id`: Unique identifier for the projected expense.
    * `project_id`: Identifier of the project associated with the expense.
    * `name`: Name of the projected expense stage.
    * `total`: Projected amount for the expense.
    * `status_paid`: Payment status flag (0=unpaid, 1=partially paid, etc.).
    * `org_id`: Identifier of the associated organization.
    * `category_id`: Identifier of the expense category.
    * `manager_id`: Identifier of the manager responsible for the expense.
    * `project_stage_id`: Identifier of the related project stage.
    * `created_by`: User who created the expense record.
    * `created_date`: Timestamp when the record was created.
    * `updated_by`: User who last updated the record.
    * `updated_date`: Timestamp of the most recent update.
    * `date`: Planned date for realizing the expense.

    **Additional Fields:**

    * `description`: Additional description for the expense.
    * `org_account_id`: Identifier of the organization's financial account.
    * `currency_id`: Identifier of the currency used.
    * `ordering`: Display order of the projected expense.
    * `crm_company_id`: Identifier of the CRM company related to the expense.
  </Accordion>

  <Accordion title="Project Money Stages">
    Stream for managing project money stages.

    **Key Fields:**

    * `id`: Unique identifier for the projected revenue stage.
    * `project_id`: Identifier of the project associated with the forecast.
    * `name`: Name of the projected revenue stage.
    * `total`: Projected amount for this stage.
    * `status_paid`: Payment status flag (0=unpaid, 1=partially paid, etc.).
    * `paid_date`: Date on which the amount was paid.
    * `plan_paid_date`: Planned payment date.
    * `org_id`: Identifier of the related organization.
    * `category_id`: Identifier of the financial category.
    * `manager_id`: Identifier of the manager responsible for the forecast.
    * `project_stage_id`: Identifier of the related project stage.
    * `created_by`: User who created the revenue stage record.
    * `created_date`: Timestamp when the record was created.
    * `updated_by`: User who last updated the record.
    * `updated_date`: Timestamp of the most recent update.

    **Additional Fields:**

    * `description`: Additional description for the forecast.
    * `org_account_id`: Identifier of the organization's bank account.
    * `currency_id`: Identifier of the currency used.
    * `ordering`: Display order of the revenue stage.
    * `crm_company_id`: Identifier of the linked CRM company.
    * `invoice_id`: Identifier of the invoice linked to the stage.
  </Accordion>

  <Accordion title="Project Portfolios">
    Stream for managing project portfolios.

    **Key Fields:**

    * `id`: Unique identifier for the project portfolio.
    * `name`: Name of the project portfolio.
    * `description`: Portfolio description.
    * `active`: Indicates whether the portfolio is active.
    * `status`: Portfolio status code.
    * `created_by`: User who created the portfolio.
    * `created_date`: Timestamp when the portfolio was created.
    * `updated_by`: User who last updated the portfolio.
    * `updated_date`: Timestamp of the most recent update.

    **Additional Fields:**

    * `archive_date`: Timestamp when the portfolio was archived.
    * `archive_description`: Reason or details for archiving.
    * `ordering`: Ordering index of the portfolio in lists.
    * `deleted_at`: Timestamp when the portfolio was soft-deleted.
    * `extra_fields`: Additional custom fields as a JSON string.
  </Accordion>

  <Accordion title="Project Stage Checkitems">
    Stream for managing project stage checkitems.

    **Key Fields:**

    * `id`: Unique identifier for the stage check item.
    * `active`: Indicates whether the check item is active.
    * `name`: Name of the check item.
    * `ordering`: Ordering index of the check item within the stage.
    * `stage_id`: Identifier of the associated project stage.
    * `project_id`: Identifier of the associated project, when applicable.
    * `checked`: Indicates whether the check item has been completed.
    * `enddate`: Deadline for completing the check item.
    * `responsible_id`: Identifier of the user responsible for the check item.
    * `created_by`: User who created the check item.
    * `created_date`: Timestamp when the check item was created.
    * `updated_by`: User who performed the last update.
    * `updated_date`: Timestamp of the most recent update.

    **Additional Fields:**

    * `description`: Detailed description of the check item.
    * `report`: Default report content linked to the check item.
    * `from_checkitem_id`: Identifier of the originating check item when duplicated.
    * `deleted_at`: Timestamp when the check item was soft-deleted.
    * `extra_fields`: Additional custom fields as a JSON string.
  </Accordion>

  <Accordion title="Project Stages">
    Stream for managing project stages.

    **Key Fields:**

    * `id`: Unique identifier for the project stage.
    * `name`: Short name for the stage.
    * `fullname`: Full descriptive name for the stage.
    * `project_type_id`: Identifier of the associated project type.
    * `ordering`: Ordering index of the stage inside the workflow.
    * `color_class`: CSS color class applied in the interface.
    * `description`: Detailed description of the project stage.
    * `project_id`: Identifier of the specific project when applicable.

    **Additional Fields:**

    * `ref`: External reference for the stage.
    * `ref_id`: External identifier for the stage.
    * `color`: Color assigned to the stage.
    * `deleted_at`: Timestamp when the stage was soft-deleted.
    * `extra_fields`: Additional custom fields as a JSON string.
  </Accordion>

  <Accordion title="Project Types">
    Stream for managing project types.

    **Key Fields:**

    * `id`: Unique identifier for the project type.
    * `name`: Name of the project type.
    * `description`: Description of the project template.
    * `ordering`: Ordering index among available templates.
    * `is_active`: Indicates whether the template is active.
    * `tasks_workflow_id`: Identifier of the default task workflow for projects of this type.

    **Additional Fields:**

    * `report`: Default report template for the project type.
    * `auto_startdate_plus_days`: Number of days automatically added to the start date.
    * `auto_enddate_plus_days`: Number of days automatically added to the end date.
    * `ref`: External reference for the project type.
    * `ref_id`: External identifier for the project type.
    * `create_tasks_next_stage`: Indicates whether tasks for the next stage are created automatically.
    * `manual_close_checkitems`: Indicates whether check items must be closed manually.
    * `description_project`: Default description applied to projects created from this template.
    * `deleted_at`: Timestamp when the project type was soft-deleted.
    * `extra_fields`: Additional custom fields as a JSON string.
  </Accordion>

  <Accordion title="Projects">
    Stream for managing projects.

    **Key Fields:**

    * `id`: Unique identifier for the project.
    * `name`: Project name.
    * `estimated_revenue`: Estimated revenue for the project.
    * `estimated_expenses`: Estimated expenses for the project.
    * `startdate`: Actual start timestamp for the project.
    * `enddate`: Actual end timestamp for the project.
    * `manager_id`: Identifier of the project manager.
    * `stage_id`: Identifier of the current project stage.
    * `project_type_id`: Identifier of the project template/type.
    * `briefcase_id`: Identifier of the associated portfolio.
    * `is_archive`: Indicates whether the project is archived.
    * `priority`: Project priority level.
    * `customer_id`: Identifier of the customer associated with the project.
    * `created_by`: User who created the project.
    * `created_date`: Timestamp when the project was created.
    * `updated_by`: User who last updated the project.
    * `updated_date`: Timestamp of the most recent project update.

    **Billing Information:**

    * `billing_type`: Billing type used for the project.
    * `default_billing_rate`: Default billing rate configured for the project.
    * `default_employee_cost_rate`: Default internal cost rate per employee.
    * `default_bill_time_type`: Default billable time category.
    * `default_time_cost_type`: Default time cost category.
    * `use_default_invoice_split_type`: Indicates whether the default invoice split type is used.
    * `default_only_completed_task`: Default setting controlling whether only completed tasks are billed.
    * `bill_taxes`: Indicates whether taxes are billed for the project.
    * `default_invoice_split_type_in_project`: Default invoice split type configured for the project.
    * `default_invoice_item_format`: Default format for invoice line items.
    * `use_billing_tasks`: Indicates whether dedicated billing tasks are used.
    * `use_expenditure_part_tasks`: Indicates whether expenditure part tasks are enabled.

    **Additional Fields:**

    * `description`: Detailed project description.
    * `ordering`: Display order for the project.
    * `customer_crm_contact_id`: Identifier of the customer's CRM contact.
    * `archive_date`: Timestamp when the project was archived.
    * `workspace_id`: Identifier of the workspace that owns the project.
    * `archive_description`: Explanation for why the project was archived.
    * `crm_lead_id`: Identifier of the associated CRM lead.
    * `uuid`: UUID that uniquely identifies the project.
    * `ref`: External reference code for the project.
    * `ref_id`: External reference identifier for the project.
    * `tasks_workflow_id`: Identifier of the default workflow applied to tasks.
    * `deleted_at`: Timestamp when the project was soft-deleted.
    * `extra_fields`: Additional custom fields as a JSON string.
  </Accordion>

  <Accordion title="Task Collaborators">
    Stream for managing task collaborators.

    **Key Fields:**

    * `id`: Unique identifier for the collaborator record.
    * `task_id`: Identifier of the related task.
    * `user_id`: Identifier of the collaborating user.
    * `group_id`: Identifier of the collaborator group.
    * `created_by`: User who added the collaborator to the task.
    * `created_date`: Timestamp when the collaborator was added.
    * `updated_by`: User who last updated the collaborator record.
    * `updated_date`: Timestamp of the most recent update.
  </Accordion>

  <Accordion title="Task Invoicing Logs">
    Stream for managing task invoicing logs.

    **Key Fields:**

    * `id`: Unique identifier for the invoicing log entry.
    * `task_id`: Identifier of the related task.
    * `invoice_id`: Identifier of the associated invoice.
    * `amount`: Amount captured in the invoicing log.
    * `created_by`: User who created the invoicing log entry.
    * `created_date`: Timestamp when the entry was created.
    * `updated_by`: User who last updated the entry.
    * `updated_date`: Timestamp of the most recent update.
  </Accordion>

  <Accordion title="Task Lists">
    Stream for managing task lists.

    **Key Fields:**

    * `id`: Unique identifier for the task list.
    * `name`: Name of the task list.
    * `user_id`: Identifier of the user responsible for the list.
    * `created_date`: Timestamp when the list was created.
    * `created_by`: User who created the list.
    * `updated_by`: User who last updated the list.
    * `updated_date`: Timestamp of the most recent update.
    * `active`: Whether the list is currently active.

    **Additional Fields:**

    * `deleted_at`: Timestamp when the task list was soft-deleted.
    * `color`: Color configured for the list.
    * `icon`: Icon associated with the list.
    * `ordering`: List position used for ordering.
  </Accordion>

  <Accordion title="Task Stages">
    Stream for managing task stages.

    **Key Fields:**

    * `id`: Unique identifier for the task stage.
    * `name`: Name of the stage.
    * `description`: Detailed description of the stage.
    * `ordering`: Ordering index for the stage.
    * `created_date`: Timestamp when the stage was created.
    * `created_by`: User who created the stage.
    * `updated_by`: User who last updated the stage.
    * `updated_date`: Timestamp of the most recent update.
    * `workflow_id`: Identifier of the associated workflow.

    **Additional Fields:**

    * `color`: Color configured for the stage.
    * `task_status`: Task status linked to this stage.
    * `deleted_at`: Timestamp when the stage was soft-deleted.
  </Accordion>

  <Accordion title="Task Tasks Lists">
    Stream for managing task-to-list links.

    **Key Fields:**

    * `id`: Unique identifier for the task-to-list link.
    * `task_id`: Identifier of the linked task.
    * `list_id`: Identifier of the linked list.
    * `created_date`: Timestamp when the link was created.
    * `created_by`: User who created the link.
    * `updated_by`: User who last updated the link.
    * `updated_date`: Timestamp of the most recent update.
  </Accordion>

  <Accordion title="Task Workflows">
    Stream for managing task workflows.

    **Key Fields:**

    * `id`: Unique identifier of the workflow.
    * `name`: Name of the workflow.
    * `description`: Detailed workflow description.
    * `ordering`: Display order within the workspace.
    * `created_date`: Timestamp when the workflow was created.
    * `created_by`: User who created the workflow.
    * `updated_by`: User who last updated the workflow.
    * `updated_date`: Timestamp of the last update to the workflow.
    * `active`: Whether the workflow is currently active.

    **Additional Fields:**

    * `deleted_at`: Timestamp when the workflow was soft-deleted.
  </Accordion>

  <Accordion title="Tasks">
    Stream for managing tasks.

    **Key Fields:**

    * `id`: Unique identifier for the task.
    * `name`: Task name.
    * `description`: Detailed task description.
    * `parent_id`: Identifier of the parent task.
    * `deadline`: Due timestamp for the task.
    * `plan_start_date`: Planned start timestamp.
    * `plan_end_date`: Planned end timestamp.
    * `priority`: Task priority level.
    * `responsible_id`: Identifier of the user responsible for the task.
    * `time_estimate`: Estimated effort in minutes.
    * `time_spent`: Time already spent in minutes.
    * `created_date`: Timestamp when the task was created.
    * `owner_id`: Identifier of the user who created the task.
    * `updated_date`: Timestamp of the last update.
    * `status`: Current task status code.
    * `start_date`: Actual start timestamp.
    * `closed_date`: Final closure timestamp.
    * `project_stage_id`: Identifier of the related project stage.
    * `crm_account_id`: Identifier of the linked CRM account.
    * `workflow_id`: Identifier of the workflow associated with the task.
    * `workflow_stage_id`: Identifier of the workflow stage.

    **Additional Fields:**

    * `report`: Task report text.
    * `prev_task_id`: Identifier of the previous task in the sequence.
    * `deadline_allowchange`: Indicates whether the due date can be changed.
    * `task_checkbyowner`: Indicates whether the owner must review the task.
    * `cost`: Cost associated with the task.
    * `price`: Price associated with the task.
    * `cost_type`: Cost type code.
    * `price_type`: Price type code.
    * `updated_by`: Identifier of the user who last updated the task.
    * `status_firstviewdate`: Timestamp when the status was first viewed.
    * `first_closed_date`: Timestamp of the first closure event.
    * `closed_by`: Identifier of the user who closed the task.
    * `return_count`: Number of returns or reopenings.
    * `rating`: Task rating score.
    * `status_updated_by`: Identifier of the user who updated the status.
    * `status_updated_date`: Timestamp when the status was updated.
    * `ref`: External reference code.
    * `ref_id`: Identifier of the external reference.
    * `module`: Associated Flowlu module.
    * `model`: Associated Flowlu model.
    * `model_id`: Identifier of the associated model.
    * `project_checkitem_id`: Identifier of the related checklist item.
    * `type`: Task type code.
    * `report_complete`: Completion report text.
    * `ordering`: Ordering index for presentation.
    * `all_day`: Indicates whether the task spans the entire day.
    * `uuid`: UUID that uniquely identifies the task.
    * `public_template`: Indicates whether the task is a public template.
    * `template_id`: Identifier of the associated template.
    * `is_repeat`: Indicates whether the task is part of a repeat schedule.
    * `is_recurrence`: Indicates whether the task is a recurrence instance.
    * `recurrence_id`: Identifier of the recurrence series.
    * `recurrence_parent_id`: Identifier of the parent task in the recurrence.
    * `recurrence_original_start_date`: Original start timestamp for the recurrence series.
    * `event_location`: Location string for the related calendar event.
    * `event_color`: Color assigned to the calendar event.
    * `event_busy_status`: Busy status value for the event.
    * `event_access_type`: Access type setting for the event.
    * `event_calendar_id`: Identifier of the calendar that holds the event.
    * `event_type`: Event type code.
    * `event_etag`: Event ETag used for synchronization.
    * `event_sync_type`: Event synchronization type.
    * `archive_status`: Archive status code for the task.
    * `is_archive`: Indicates whether the task has been archived.
    * `is_hidden`: Indicates whether the task is hidden.
    * `deleted_at`: Timestamp when the task was soft-deleted.
    * `extra_fields`: Additional custom fields as a JSON string.
  </Accordion>
</AccordionGroup>

## Skills for agents

<Snippet file="agent-skills-intro.mdx" />

<Card title="Download Flowlu skills file" icon="wand-magic-sparkles" href="/sources/flowlu.md">
  Flowlu connector documentation as plain markdown, for use in AI agent contexts.
</Card>
