Create integrations between Invoiced and Copilot to automate any workflow
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Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Paid in Full
Triggers when an invoice is paid in full.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Subscription
Triggers when a new subscription is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - CustomerRequired
- Notes
- AmountRequired
- Currency
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Email Address
- Credit Note Number
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Tax ID
- Notes
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- NameRequired
- QuantityRequired
- Unit CostRequired
- Credit Note Number
- Send?
- Draft?
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- AmountRequired
- Currency
- Date
- Method
- Reference
- Notes
- Invoiced
- Type
- Amount
- Document Type
- Estimate
- Credit Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- PlanRequired
- QuantityRequired
- Billing Cycles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- NameRequired
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Tax ID
- Notes
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id
- Credit Note Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Credit Note Number
- Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app- List App Installs
Lists the app installs in a workspace.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Clients
Lists the clients.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Company Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contract Signed
Triggers when a contract is signed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Custom Fields
Lists all available custom fields.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - File Created
Triggers when a file gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Channel IdRequired
- Folder path
- Limit
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Folder Created
Triggers when a folder gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Folder Updated
Triggers when a folder gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Link Deleted
Triggers when a link gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Message Channel Created
Triggers when a new message channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Workspace
List the workspace associated with the portal
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Email Address
- Given nameRequired
- Family NameRequired
- The company id of the App Connection
- Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Icon Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contract Template ID
- Recipient ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel IDRequired
- Folder path
- File ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recipient IDRequired
- Form IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id
- ClientId
- The company id of the App Connection
ActionThis is an event a Zap performs.SearchFind existing data in your app- Id
- Email Address
- The company id of the App Connection
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IDRequired
- Label
ActionThis is an event a Zap performs.SearchFind existing data in your app- Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Id
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Id
- Email Address
- The company id of the App Connection
- Given nameRequired
- Family NameRequired
- Send Invite?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Id
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- IDs of all members in the channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Credit Note
Triggers when a new credit note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Subscription Canceled
Triggers when a subscription is canceled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - CustomerRequired
- NameRequired
- Email Address
- Phone Number
- SMS Enabled?
- Billing Contact?
- Title
- Department
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- NameRequired
- QuantityRequired
- Unit CostRequired
- Credit Note Number
- Send?
- Draft?
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- NameRequired
- QuantityRequired
- Unit CostRequired
- Credit Note Number
- Send?
- Draft?
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- QuantityRequired
- NameRequired
- Description
- Unit CostRequired
- Item ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- NameRequired
- ActionRequired
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id
- Credit Note Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Id
- Credit Note Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Credit Note Number
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Tax ID
- Notes
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Companies
Lists the companies.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Contract Requested
Triggers when a contract is assigned to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Deleted
Triggers when a file has been deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Updated
Triggers when a file has been updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Folder Deleted
Triggers when a folder gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Link Created
Triggers when a link gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Link Updated
Triggers when a link gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Message Channel Deleted
Triggers when a message channel is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Channel IdRequired
- Limit
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Id
- Entity Type
- The content of the App ConnectionRequired
- The company id of the App Connection
- The client ids to be part of the App Connection
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id
- Given nameRequired
- Family NameRequired
- The company id of the App Connection
- Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel IDRequired
- Folder path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel IDRequired
- Folder path
- Link urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The text content of the messageRequired
- File Channel IdRequired
- (Optional) The Id of the client who is the author of the message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Id
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Id
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Id
- ClientId
- The company id of the App Connection
- Entity Type
- The content of the App ConnectionRequired
- The client ids to be part of the App Connection
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Id
- NameRequired
- Icon Image URL
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Id
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
- IDs of all members in the channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found