Megaventory + Pipedrive
Add new Megaventory clients as persons in Pipedrive
Rather than having to transfer manually each client and their associated information from the various fields in Megaventory to their respective entities in Pipedrive use Zapier to automate the process to a large extent. This zap pushes a new Client from Megaventory into the Pipedrive Person entity complete with all the information which has been already filled in Megaventory. That way it's really fast and easy to have updated information in Pipedrive while avoiding double entry and that way making more informed decisions when selling new deals to them.
Rather than having to transfer manually each client and their associated information from the various fields in Megaventory to their respective entities in Pipedrive use Zapier to automate the process to a large extent. This zap pushes a new Client from Megaventory into the Pipedrive Person entity complete with all the information which has been already filled in Megaventory. That way it's really fast and easy to have updated information in Pipedrive while avoiding double entry and that way making more informed decisions when selling new deals to them.
- When this happens...
New ClientTriggers when a new Client is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create PersonCreates a new person.
ActionWriteCreate a new record or update an existing record in your app.
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Delete Category
Triggers when a Category is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Currency
Triggers when a Currency is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Document Type
Triggers when a Document Type gets deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Pricing Rule
Triggers when a Pricing Rule is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier
Triggers when a Supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Goods Transfer
Triggers when a Goods Transfer is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Goods Transfer
Triggers when a Goods Transfer is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ship Goods Transfer Items
Triggers when Goods Transfer items are shipped
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Goods Transfer
Triggers when a Goods Tranfer is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Category
Triggers when a new Category is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Currency
Triggers when a new Currency is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Goods Transfer
Triggers when a new Goods Transfer Document is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Inventory Location
Triggers when a new Inventory Location is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Quote
Triggers when a new Sales Quote is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tax
Triggers when a new Tax is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order
Triggers when a Purchase Order is created in Pending state.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a new Product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Purchase Order
Triggers when a Purchase Order is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Purchase Order Items
Triggers when a Purchase Order's items are invoiced (either partially or fully)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reopen Purchase Order
Triggers when a Purchase Order is reopened
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Purchase Order
Triggers when a Purchase Order is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Sales Order
Triggers when a Sales Order is Cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Sales Order Items
Triggers when a Sales Order's items are invoiced (either partially or fully)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reopen Sales Order
Triggers when a Sales Order is Reopened
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Sales Order
Triggers when a Sales Order is Updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Sales Quote
Triggers when a Sales Quote is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revert Sales Quote to Pending
Triggers when a Sales Quote is reverted to Pending
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Category
Triggers when a Category is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Currency
Triggers when a Currency is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Document Type
Triggers when a Document Type gets Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Inventory Location
Triggers when an Inventory Location is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Product
Triggers when a Product is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Tax
Triggers when a Tax is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Production Order
Triggers when a Production Order is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Production Order
Triggers when a Production Order is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Receive Finished Goods From Production Order
Triggers when Finished Goods are received from a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Return Materials From Production Order
Triggers when allocated materials are returned back to inventory from a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Client Comments
Phone
Phone 2
Tax ID
E-Mail
Supplier or Client?
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - Line 3
Billing Address - City
Billing Address - State
Billing Address - Zip / Postal Code
Billing Address - Country Code
Billing Address - Country
Shipping Address - Organization
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Line 3
Shipping Address - City
Shipping Address - State
Shipping Address - Zip / Postal Code
Shipping Address - Country Code
Shipping Address - Country
Client Custom Field 1
Client Custom Field 2
Client Custom Field 3
Client Custom Field 4
Client Custom Field 5
Client Custom Field 6
Client Custom Field 7
Client Custom Field 8
Client Custom Field 9
Client Custom Field 10
Client Option 1
Client Option 2
Client Option 3
Client Option 4
Client Option 5
Client Option 6
Client Option 7
Client Option 8
Client Option 9
Client Option 10
Client Payment Terms
Client Payment Method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Discount NameRequired
PercentRequired
Discount Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Document Type IDRequired
Document No
Document Reference No
Document Reference Application
Custom Document Date 1
Custom Document Date 2
Currency Code
Document Supplier/Client IDRequired
Document Billing Address
Document Address
Document Contact Person
Document Inventory Location ID
Document StatusRequired
ActionRequired
Custom Document Option 1
Custom Document Option 2
Custom Document Option 3
Custom Document Option 4
Custom Document Option 5
Custom Document Option 6
Custom Document Option 7
Custom Document Option 8
Custom Document Option 9
Custom Document Option 10
Shipping Provider ID
Document Tracking ID
Document Comments
Payment Terms
Document Tags
Parent Document ID
Document Total Quantity
Document Amount Subtotal Without Tax And Discount
Document Amount Shipping
Document Amount Total Discount
Document Amount Total Tax
Document Amount Grand Total
Auto Insert Batch Numbers To Product Rows
Document Row Product SKURequired
Document Row Product Description
Document Row Product QuantityRequired
Document Row Unit Price Without Tax Or Discount
Document Row Tax ID
Document Total Tax Amount
Document Row Discount ID
Document Row Total Discount Amount
Document Row Total Amount
Document Row Remarks
Document Row Serial Numbers
Billing Address - Name
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - Line 3
Billing Address - City
Billing Address - Zip / Postal Code
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Tax ID Number
Shipping Address - Organization
Billing Address - Phone
Billing Address - Email
Shipping Address - Name
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Line 3
Shipping Address - City
Shipping Address - Zip / Postal Code
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Phone
Shipping Address - Email
Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AbbreviationRequired
Full NameRequired
Address - Organization
Address - Line 1
Address - Line 2
Address - City
Address - State
Address - Country Code
Address - Country
Address - Zip / Postal Code
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SkuRequired
Ean
Product DescriptionRequired
Product Version
Long Description
Product Category
Unit of Stock
Image (URL)
Comments
Weight
Product Weight Unit ID
Product Length
Product Breadth
Product Height
Default Sales Price
Default Purchase Price
Main Supplier's Name
Product Custom Field 1
Product Custom Field 2
Product Custom Field 3
Product Custom Field 4
Product Custom Field 5
Product Custom Field 6
Product Custom Field 7
Product Custom Field 8
Product Custom Field 9
Product Custom Field 10
Product Custom Field 11
Product Custom Field 12
Product Custom Field 13
Product Custom Field 14
Product Custom Field 15
Product Custom Field 16
Product Custom Field 17
Product Custom Field 18
Product Custom Field 19
Product Custom Field 20
Product Option 1
Product Option 2
Product Option 3
Product Option 4
Product Option 5
Product Option 6
Product Option 7
Product Option 8
Product Option 9
Product Option 10
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IDRequired
Purchase Order Type ID
Purchase Order No
Purchase Order Reference No
Purchase Order Reference Application
Custom Order Date 1
Custom Order Date 2
Currency Code
Supplier IDRequired
Address
Pickup Address
Contact Person
Inventory Location ID
ActionRequired
Order StatusRequired
Receive Document Type ID
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Tags
Payment Terms
Total Quantity
Amount Subtotal Without Tax And Discount
Amount Total DIscount
Amount Total Tax
Amount Grand Total
Expected Earliest Receiving Date
Expected Latest Receiving Date
Order Row Detail ID
Order Row Product ID
Order Row Product SKURequired
Order Row Product Description
Order Row QuantityRequired
Order Row Received Quantity
Order Row Invoiced Quantity
Order Row Unit Price Without Tax Or Discount
Order Row Tax ID
Order Row Total Tax Amount
Order Row Discount ID
Order Row Total Discount Amount
Order Row Total Amount
Order Row Serial Numbers
Order Row Remarks
Order Row Expected Earliest Receiving Date
Order Row Expected Latest Receiving Date
Billing Address - Name
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - Line 3
Billing Address - City
Billing Address - Zip / Postal Code
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Phone
Billing Address - Email
Billing Address - Tax ID Number
Shipping Address - Name
Shipping Address - Organization
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Line 3
Shipping Address - City
Shipping Address - Zip / Postal Code
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Phone
Shipping Address - Email
Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Sales Order Type ID
Sales Order No
Sales Order Reference No
Sales Order Reference Application
Custom Order Date 1
Custom Order Date 2
Currency Code
Client IDRequired
Billing Address
Shipping Address
Sales Order Contact Person
Inventory Location ID
ActionRequired
Order StatusRequired
Ship Document Type ID
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Sales Order Tags
Payment Terms
Total Quantity
Order Amount Subtotal Without Tax And Discount
Order Amount Shipping
Order Amount Total Discount
Order Amount Total Tax
Order Amount Grand Total
Auto Insert Batch Numbers To Product Rows
Order Row Product SKURequired
Order Row Product Description
Order Row Product QuantityRequired
Order Row Shipped Quantity
Order Row Invoiced Quantity
Order Row Unit Price Without Tax Or Discount
Order Row Tax ID
Order Total Tax Amount
Order Row Discount ID
Order Row Total Discount Amount
Order Row Total Amount
Order Row Remarks
Order Row Serial Numbers
Order Row Detail ID
Order Row Product ID
Billing Address - Name
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - Line 3
Billing Address - City
Billing Address - Zip / Postal Code
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Phone
Billing Address - Email
Billing Address - Tax ID Number
Shipping Address - Name
Shipping Address - Organization
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Line 3
Shipping Address - City
Shipping Address - Zip / Postal Code
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Phone
Shipping Address - Email
Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Quote IDRequired
Sales Quote No
Sales Quote Type ID
Sales Quote Reference No
Sales Quote Reference Application
Custom Quote Date 1
Custom Quote Date 2
Currency Code
Client IDRequired
Shipping Address
Billing Address
Sales Quote Contact Person
Inventory Location ID
ActionRequired
Quote StatusRequired
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Sales Quote Tags
Payment Terms
Total Quantity
Quote Amount Subtotal Without Tax And Discount
Quote Amount Total Discount
Quote Amount Total Tax
Quote Amount Grand Total
Quote Amount Shipping
Quote Row Product SKURequired
Quote Row Product Description
Quote Row Product QuantityRequired
Quote Row Unit Price Without Tax Or Discount
Quote Row Tax ID
Quote Row Total Tax Amount
Quote Row Discount ID
Quote Row Total Discount Amount
Quote Row Total Amount
Quote Row Remarks
Billing Address - Name
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - Line 3
Billing Address - City
Billing Address - Zip / Postal Code
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Phone
Billing Address - Email
Billing Address - Tax ID Number
Shipping Address - Organization
Shipping Address - Name
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Line 3
Shipping Address - City
Shipping Address - Zip / Postal Code
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Phone
Shipping Address - Email
Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tax Description
Show in Reports
Tax NameRequired
PercentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPricing Rule IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct SKURequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order NoRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales Order NoRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales Quote NoRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNoRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
PersonRequired
Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
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 foundSearch type
NameRequired
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
Delete Client
Triggers when a Client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Discount
Triggers when a Discount is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Inventory Location
Triggers when an Inventory Location is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Product
Triggers when a Product is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Tax
Triggers when a Tax is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Goods Transfer
Triggers when a Goods Transfer is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Receive Goods Transfer Items
Triggers when Goods Transfer items are received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reopen Goods Transfer
Triggers when a Goods Transfer is Reopened
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Low Stock Product
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Client
Triggers when a new Client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Discount
Triggers when a new Discount is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document Type
Triggers when a new Document Type gets inserted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Integration Log
Triggers when a new Integration Log is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pricing Rule
Triggers when a new pricing rule is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier
Triggers when a new Supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Production Order
Triggers when a new Production Order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Order
Triggers when new sales order is created in Pending state.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Approve Purchase Order
Triggers when a Purchase Order gets Approved
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Purchase Order
Triggers when a Purchase Order is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Receive Purchase Order Items
Triggers when Purchase Order items are received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revert Purchase Order to Pending
Triggers when a Purchase Order is reverted to Pending
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Approve Sales Order
Triggers when a Sales Order gets Approved
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Sales Order
Triggers when a Sales Order is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ship Sales Order Items
Triggers when a Sales Order's items are shipped (either partially or fully)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revert Sales Order to Pending
Triggers when a Sales Order is reverted to Pending
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Approve Sales Quote
Triggers when a Sales Quote is approved
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Sales Quote
Triggers when a Sales Quote is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Sales Quote
Triggers when a Sales Quote is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Client
Triggers when a Client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Discount
Triggers when a Discount is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Integration Log
Triggers when an Integration Log is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Pricing Rule
Triggers when a Pricing Rule is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier
Triggers when a Supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Allocate Materials to Production Order
Triggers when materials are allocated to a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Production Order
Triggers when a Production Order is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Finished Good Receipt From Production Order
Triggers when a Finished Good Receipt is deleted from a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reopen Production Order
Triggers when a Production Order is re-opened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Production Order
Triggers when a Production Order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Currency Description
Currency SymbolRequired
Currency CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document Type IDRequired
Document No
Document Reference No
Document Reference Application
Custom Document Date 1
Custom Document Date 2
Currency Code
Document Supplier/Client IDRequired
Document Billing Address
Document Address
Document Contact Person
Document Inventory Location ID
Document StatusRequired
Custom Document Option 1
Custom Document Option 2
Custom Document Option 3
Custom Document Option 4
Custom Document Option 5
Custom Document Option 6
Custom Document Option 7
Custom Document Option 8
Custom Document Option 9
Custom Document Option 10
Shipping Provider ID
Document Tracking ID
Document Comments
Payment Terms
Document Tags
Parent Document ID
Document Total Quantity
Document Amount Subtotal Without Tax And Discount
Document Amount Shipping
Document Amount Total Discount
Document Amount Total Tax
Document Amount Grand Total
Auto Insert Bundled Products
Auto Insert Batch Numbers To Product Rows
Document Row Product SKURequired
Document Row Product Description
Document Row Product QuantityRequired
Document Row Unit Price Without Tax Or Discount
Document Row Tax ID
Document Total Tax Amount
Document Row Discount ID
Document Row Total Discount Amount
Document Row Total Amount
Document Row Remarks
Document Row Serial Numbers
Billing Address - Name
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - Line 3
Billing Address - City
Billing Address - Zip / Postal Code
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Phone
Billing Address - Email
Billing Address - Tax ID Number
Shipping Address - Name
Shipping Address - Organization
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Line 3
Shipping Address - City
Shipping Address - State
Shipping Address - Zip / Postal Code
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Phone
Shipping Address - Email
Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product SKURequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category Description
Category NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Type ID
Purchase Order No
Purchase Order Reference No
Purchase Order Reference Application
Custom Order Date 1
Custom Order Date 2
Currency Code
Supplier IDRequired
Address
Pickup Address
Purchase Order Contact Person
Inventory Location ID
Order StatusRequired
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Order Tags
Payment Terms
Total Quantity
Order Amount Subtotal Without Tax And Discount
Order Amount Total Discount
Order Amount Total Tax
Order Amount Grand Total
Order Expected Receiving Date Earliest
Order Expected Receiving Date Latest
Order Row Product SKURequired
Order Row QuantityRequired
Order Row Unit Price Without Tax Or Discount
Order Row Tax ID
Order Row Total Tax Amount
Order Row Discount ID
Order Row Total Discount Amount
Order Row Total Amount
Order Row Remarks
Order Row Expected Receiving Date Earliest
Order Row Expected Receiving Date Latest
Billing Address - Name
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - Line 3
Billing Address - City
Billing Address - Zip / Postal Code
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Phone
Billing Address - Email
Billing Address - Tax ID Number
Shipping Address - Name
Shipping Address - Organization
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Line 3
Shipping Address - City
Shipping Address - Zip / Postal Code
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Phone
Shipping Address - Email
Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order Type ID
Sales Order No
Sales Order Reference No
Sales Order Reference Application
Custom Order Date 1
Custom Order Date 2
Currency Code
Client IDRequired
Billing Address
Shipping Address
Sales Order Contact Person
Inventory Location ID
Order StatusRequired
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Sales Order Tags
Payment Terms
Total Quantity
Order Amount Subtotal Without Tax And Discount
Order Amount Shipping
Order Amount Total Discount
Order Amount Total Tax
Order Amount Grand Total
Auto Insert Bundled Products
Auto Insert Batch Numbers To Product Rows
Order Row Product SKURequired
Order Row Product Description
Order Row Product QuantityRequired
Order Row Shipped Quantity
Order Row Invoiced Quantity
Order Row Unit Price Without Tax Or Discount
Order Row Tax ID
Order Total Tax Amount
Order Row Discount ID
Order Row Total Discount Amount
Order Row Total Amount
Order Row Remarks
Billing Address - Name
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - Line 3
Billing Address - City
Billing Address - Zip / Postal Code
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Phone
Billing Address - Email
Billing Address - Tax ID Number
Shipping Address - Name
Shipping Address - Organization
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Line 3
Shipping Address - City
Shipping Address - Zip / Postal Code
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Phone
Shipping Address - Email
Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Quote No
Sales Quote Type ID
Sales Quote Reference No
Sales Quote Reference Application
Custom Quote Date 1
Custom Quote Date 2
Currency Code
Client IDRequired
Shipping Address
Billing Address
Sales Quote Contact Person
Inventory Location ID
Quote StatusRequired
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Sales Quote Tags
Payment Terms
Total Quantity
Quote Amount Subtotal Without Tax And Discount
Quote Amount Total DIscount
Quote Amount Total Tax
Quote Amount Grand Total
Quote Amount Shipping
Auto Insert Bundled Products
Quote Row Product SKURequired
Quote Row Product Description
Quote Row Product QuantityRequired
Quote Row Unit Price Without Tax Or Discount
Quote Row Tax ID
Quote Row Total Tax Amount
Quote Row Discount ID
Quote Row Total Discount Amount
Quote Row Total Amount
Quote Row Remarks
Billing Address - Name
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - Line 3
Billing Address - City
Billing Address - Zip / Postal Code
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Phone
Billing Address - Email
Billing Address - Tax ID Number
Shipping Address - Name
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Line 3
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Phone
Shipping Address - Email
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Client Comments
Phone
Phone 2
Tax ID
E-Mail
Supplier or Client?
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - Line 3
Billing Address - City
Billing Address - State
Billing Address - Zip / Postal Code
Billing Address - Country Code
Billing Address - Country
Shipping Address - Organization
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Line 3
Shipping Address - City
Shipping Address - State
Shipping Address - Zip / Postal Code
Shipping Address - Country Code
Shipping Address - Country
Supplier Custom Field 1
Supplier Custom Field 2
Supplier Custom Field 3
Supplier Custom Field 4
Supplier Custom Field 5
Supplier Custom Field 6
Supplier Custom Field 7
Supplier Custom Field 8
Supplier Custom Field 9
Supplier Custom Field 10
Supplier Option 1
Supplier Option 2
Supplier Option 3
Supplier Option 4
Supplier Option 5
Supplier Option 6
Supplier Option 7
Supplier Option 8
Supplier Option 9
Supplier Option 10
Supplier Payment Terms
Supplier Payment Method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Finished Good SKURequired
In Inventory LocationRequired
Quantity OrderedRequired
Work Order Priority
Start Date
Due Date
Labor Cost
Overhead Cost
Document Reference No
Document Reference Application
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appType IDRequired
Document NoRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales Quote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
DealRequired
Title
Status
Stage
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Owner
Filter
Mark as done
Organization
Deal
Lead
Project
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Name
Emails
Phones
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
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