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Aderis Live Finance Platform
Aderis Live Finance Platform
1. Choose trigger event
Zapier Chrome extension
Zapier Chrome extension
2. Choose action
1. Select the event
Setup
Test
Aderis Live Finance Platform
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Event" from Aderis Live Finance Platform.
Add your action
An action happens after the trigger—such as "Reply to Chrome" in Zapier Chrome extension.
You’re connected!
Zapier seamlessly connects Aderis Live Finance Platform and Zapier Chrome extension, automating your workflow.
Supported triggers and actions
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.
Create a new record or update an existing record in your app.
Allocation ID
Account Transaction
Required
Allocation Type
Required
Direction
Required
Amount
Sales Invoice
Vendor Invoice
Linked Allocation
Journal
Original Amount
Original Currency
Exchange Rate
Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bank Account ID
Account Name
Required
IBAN
Required
Bank Name
Required
Currency
Required
QR-IBAN
QR-IBAN Customer ID
Is Default
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Business Partner
Required
Title
First Name
Last Name
Gender
Job Title
Language
Phone
Email
Email 2
Reference
Name
Street
House Number
Additional Address
City
State Code
ZIP Code
Country Code
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delivery Note ID
Customer
Required
Title
Text 1
Text 2
Language
Delivery Date
Reference
Price List
Office Location
Office Location Code
Tags
Notes
Metadata
Files
Workflow Action
Name
Street
House Number
Additional Address
City
State Code
ZIP Code
Country Code
Name
Email
CC Emails
BCC Emails
Email Subject
Email Text 1
Email Text 2
Line Item - Item Codes
Line Item - Item IDs
Line Item - Quantities
Line Item - Descriptions
Line Item - Positions
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Payment ID
Employee
Required
Period Start Date
Required
Period End Date
Required
Payout Date
Required
Payment Type
Required
Currency
Required
Gross Amount
Required
Net Amount
Required
Status
Required
Salary
Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Format
From Date
Required
To Date
Required
Ledger
Ledger Code
Accounts
Account Codes
Journal Status Scope
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item ID
Code
Required
Title
Required
Title Translations
Type
Required
Unit of Measure
Required
Description
Description Translations
Item Category
Item Category Code
Purchase Price
Purchase Price Currency
Sales Unit
Sales Unit Contents
Deferral Frequency
Is Active
Tags
Metadata
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Journal ID
Ledger
Ledger Code
Transaction Currency
Required
Journal Date
Valuation Date
Status
Source Type
Source Journal
Business Partner
Reference
Description
Exchange Rate
Is Intracompany
Files
Metadata
Workflow Action
Ignore Lines With Amount 0
Line - Account IDs
Line - Account Codes
Line - Directions
Line - Amounts
Line - Types
Line - Descriptions
Line - Tax Group IDs
Line - Tax Code IDs
Line - Tax Codes (by Code)
Line - Tax Rates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Office Location ID
Title
Required
Code
Required
Country Code
Required
Address Name
Street
House Number
Additional Address
City
State Code
ZIP Code
Is Default
Branch Number
Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Payment Term ID
Name
Required
Days Due
Required
Grace Period
Is Default
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Price List ID
Name
Required
Code
Required
Currency Code
Required
Valid From
Required
Type
Required
Price Includes Tax
Required
Valid Until
Priority
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales Invoice ID
Customer
Required
Title
Text 1
Text 2
Language
Invoice Date
Invoice Type
Invoice Number
Currency
Reference
Customer Purchase Order
Prices Include Tax
Payment Terms
Price List
Bank Account
Payment Method
Payment Method Code
Office Location
Office Location Code
Base Currency FX Rate
Replaces Invoice
Tags
Tag Codes
Access Group
Notes
Invoice Email CC
Delivery Method
Name
Email
Email CC
Email Subject
Email Text 1
Email Text 2
Regenerate Invoice PDF
Prevent Dunning Until
Metadata
Files
Workflow Action
Name
Street
House Number
Additional Address
City
State Code
ZIP Code
Country Code
Name
Street
House Number
Additional Address
City
State Code
ZIP Code
Country Code
Line Item - Item Codes
Line Item - Quantities
Line Item - Titles
Line Item - Descriptions
Line Item - Unit Prices
Line Item - Total Prices
Line Item - Discount Amounts
Line Item - Discount Percents
Line Item - Period Starts
Line Item - Period Ends
Line Item - Sales Order Line Item ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales Order ID
Customer
Required
Title
Text 1
Text 2
Language
Order Date
Delivery Date
Currency
Reference
Payment Terms
Price List
Payment Method
Bank Account
Office Location
Office Location Code
Base Currency FX Rate
Valid From
Valid Until
Billing Start Date
Billing End Date
Minimum Term (Months)
Cancellation Notice (Months)
Auto Renew
Auto-generate Invoices
Tags
Notes
Metadata
Files
Workflow Action
Name
Street
House Number
Additional Address
City
State Code
ZIP Code
Country Code
Name
Street
House Number
Additional Address
City
State Code
ZIP Code
Country Code
Line Item - Item Codes
Required
Line Item - Quantities
Required
Line Item - Titles
Line Item - Descriptions
Line Item - Unit Prices
Line Item - Discount Amounts
Line Item - Discount Percents
Line Item - Recurring Frequencies
Line Item - Recurring Billing Types
Line Item - Period Starts
Line Item - Period Ends
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Tax Code ID
Code
Required
Tax Rate
Required
Country Code
Required
Category Code
Required
Directions
Required
Valid From
Required
Display Name
Valid To
Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Vendor Invoice ID
Vendor ID
Required
Invoice Number
Required
Invoice Date
Required
Invoice Type
Required
Currency
Required
Total Amount
Required
Net Amount
Required
Tax Amount
Required
Due Date
Reference
Office Location
Tags
Notes
Manual Payment
Employee
Employee Name (hint)
Employee Email (hint)
Billing Name
Name
Street
House Number
Additional Address
City
State Code
ZIP Code
Country Code
Name
Street
House Number
City
ZIP Code
Country Code
IBAN
BIC/SWIFT
Bank Name
Reference
Reference Type
Message
Rounding Difference
Price Includes VAT
Files
Metadata
Workflow Action
Line Item - Item Codes
Line Item - Titles
Line Item - Quantities
Line Item - Unit Prices
Line Item - Tax Code IDs
Line Item - Tax Codes (by Code)
Line Item - Tax Rates
Line Item - Supply Types
Line Item - Expenditure Types
Line Item - Descriptions
Line Item - Units of Measure
Line Item - Period Starts
Line Item - Period Ends
Line Item - Discount Amounts
Line Item - Discount Percents
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Provider Transaction ID
Search
Search By
Bank Account
Credit Card Account
Transaction Type
Status
Provider State
Currency
Booking Date From
Booking Date To
Sort By
Include Relations
Action
This is an event a Zap performs.
Search
Find existing data in your app
Match By
VAT Number
Number
Name
Search
Search By
Type
Tax Class
Language
Reference
Sales Price List
Purchase Price List
Sort By
Include Relations
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search
Search By
Card Network
Sort By
Include Relations
Action
This is an event a Zap performs.
Search
Find existing data in your app
Employee Number
Search
Search By
Sort By
Include Relations
Action
This is an event a Zap performs.
Search
Find existing data in your app
Code
Search
Search By
Is Active
Sort By
Action
This is an event a Zap performs.
Search
Find existing data in your app
Code
Search
Search By
Sort By
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search
Search By
Sort By
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search
Search By
Sort By
Action
This is an event a Zap performs.
Search
Find existing data in your app
Price List ID
Code
Search
Search By
Sort By
Include Relations
Return Method
Action
This is an event a Zap performs.
Search
Find existing data in your app
Invoice Number
Reference
Search
Search By
Customer
Status
Payment Status
Invoice Type
Currency
Language
Office Location
Payment Method
Tag
Access Group
Invoice Date From
Invoice Date To
Due Date From
Due Date To
Paid At From
Paid At To
Total Amount Min
Total Amount Max
Payment Reference
Payment Reference Type
IBAN
Sort By
Include Relations
Action
This is an event a Zap performs.
Search
Find existing data in your app
Code
Search
Search By
Sort By
Action
This is an event a Zap performs.
Search
Find existing data in your app
Country Code
Default Mapping Only
Business Partner Tax Class
Item Category
Tax Code
Action
This is an event a Zap performs.
Search
Find existing data in your app
Workflow ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Provider Transaction ID
Required
Search
Search By
Bank Account
Credit Card Account
Transaction Type
Required
Status
Provider State
Required
Currency
Required
Booking Date From
Booking Date To
Sort By
Include Relations
Transaction ID
Direction
Required
Booking Date
Required
Amount
Required
Description
Required
Value Date
Created At Provider
Original Amount
Original Currency
Exchange Rate
Fee Amount
Reference
Creditor Reference
Creditor Reference Type
Additional Information
Counterparty Name
Counterparty IBAN
Card Last 4 Digits
Card Provider ID
Cardholder Name
MCC
Merchant Country
Allocation Type
Sales Invoice
Vendor Invoice
Linked Allocation
Direction
Amount
Original Amount
Original Currency
Exchange Rate
Status
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Match By
VAT Number
Number
Name
Search
Search By
Type
Tax Class
Language
Reference
Sales Price List
Purchase Price List
Sort By
Include Relations
Business Partner ID
First Name
Last Name
Title
Gender
Tax Number
Email
Secondary Email
Phone
Website
Is Intracompany
Metadata
Payment Terms
Name
Street
House Number
Additional Address
City
State/Province Code
Zip/Postal Code
Country Code
Name
Street
House Number
Additional Address
City
State/Province Code
Zip/Postal Code
Country Code
Name
Street
House Number
Additional Address
City
State/Province Code
Zip/Postal Code
Country Code
First Name
Last Name
Title
Gender
Job Title
Language
Phone
Email
Secondary Email
Reference
Notes
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search
Search By
Card Network
Required
Sort By
Include Relations
Credit Card Account ID
Account Name
Required
Issuer
Required
Currency
Required
Provider
Required
Is Active
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Employee Number
Search
Search By
Sort By
Include Relations
Employee ID
First Name
Required
Last Name
Required
Gender
Required
Email
Private Email
Phone
Mobile
Department
Job Title
Tags
Name
Street
House Number
Additional Address
City
State Code
ZIP Code
Country Code
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Code
Required
Search
Search By
Is Active
Sort By
Category ID
Title
Required
Deferral Frequency
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Code
Required
Search
Search By
Sort By
Ledger ID
Display Name
Required
Currency Code
Required
Start Date
Required
Accounting Standard
Required
Type
Required
Status
Required
End Date
Locked Date
Lock Posted
Agent Instructions
Rounding General Account
Rounding Tax Account
Rounding Cash Account
FX Gain Account
FX Loss Account
Notes
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search
Search By
Sort By
Include Relations
Payment Method ID
Code
Required
Name
Required
Direction
Required
Priority
Required
Balancing Account Type
Default Bank Account
Default Credit Card Account
Auto Close
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Price List
Required
Item Code
Search
Search By
Sort By
Price ID
Price
Required
Item ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Order Number
Search
Search By
Vendor
Purchase Order Type
Required
Status
Sort By
Include Relations
Purchase Order ID
Vendor Number
Title
Order Date
Delivery Date
Currency
Language
Reference
Price List
Price Includes VAT
Base Currency FX Rate
Payment Terms
Payment Method
Bank Account
Office Location
Invoice Required
Access Group
Replaces Order
Billing Start Date
Billing End Date
Minimum Term (Months)
Cancellation Notice (Months)
Tags
Notes
Metadata
Workflow Action
Discount Amount
Discount Percent
Discount Reference
Line Item - Quantities
Required
Line Item - Item Codes
Line Item - Titles
Line Item - Descriptions
Line Item - Unit Prices
Line Item - Units of Measure
Line Item - Discount Amounts
Line Item - Discount Percents
Line Item - Recurring Frequencies
Line Item - Recurring Billing Types
Line Item - Period Starts
Line Item - Period Ends
Line Item - Approved Amount Limits
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Order Number
Search
Search By
Customer
Required
Status
Sort By
Include Relations
Sales Order ID
Title
Text 1
Text 2
Language
Order Date
Delivery Date
Currency
Reference
Payment Terms
Price List
Payment Method
Bank Account
Office Location
Office Location Code
Base Currency FX Rate
Valid From
Valid Until
Billing Start Date
Billing End Date
Minimum Term (Months)
Cancellation Notice (Months)
Auto Renew
Auto-generate Invoices
Tags
Notes
Metadata
Files
Workflow Action
Name
Street
House Number
Additional Address
City
State Code
ZIP Code
Country Code
Name
Street
House Number
Additional Address
City
State Code
ZIP Code
Country Code
Line Item - Item Codes
Required
Line Item - Quantities
Required
Line Item - Titles
Line Item - Descriptions
Line Item - Unit Prices
Line Item - Discount Amounts
Line Item - Discount Percents
Line Item - Recurring Frequencies
Line Item - Recurring Billing Types
Line Item - Period Starts
Line Item - Period Ends
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Code
Required
Search
Search By
Country Code
Required
Sort By
Tax Code ID
Tax Rate
Required
Category Code
Required
Directions
Required
Valid From
Required
Display Name
Valid To
Status
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Invoice Number
Required
Search
Search By
Vendor ID
Required
Status
Payment Status
Invoice Type
Required
Currency
Required
Office Location
Invoice Date From
Invoice Date To
Due Date From
Due Date To
Total Amount Min
Total Amount Max
Sort By
Include Relations
Vendor Invoice ID
Invoice Date
Required
Total Amount
Required
Net Amount
Required
Tax Amount
Required
Due Date
Reference
Tags
Notes
Manual Payment
Employee
Employee Name (hint)
Employee Email (hint)
Billing Name
Name
Street
House Number
Additional Address
City
State Code
ZIP Code
Country Code
Name
Street
House Number
City
ZIP Code
Country Code
IBAN
BIC/SWIFT
Bank Name
Reference
Reference Type
Message
Rounding Difference
Price Includes VAT
Files
Metadata
Workflow Action
Line Item - Item Codes
Line Item - Titles
Line Item - Quantities
Line Item - Unit Prices
Line Item - Tax Code IDs
Line Item - Tax Codes (by Code)
Line Item - Tax Rates
Line Item - Supply Types
Line Item - Expenditure Types
Line Item - Descriptions
Line Item - Units of Measure
Line Item - Period Starts
Line Item - Period Ends
Line Item - Discount Amounts
Line Item - Discount Percents
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Message Title
Required
Message Details
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Aderis Live Finance Platform and Zapier Chrome extension with AI agents and code
Beyond Zap workflows. Call Aderis Live Finance Platform and Zapier Chrome extension actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Aderis Live Finance Platform and Zapier Chrome extension actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create/Update Account
Reply to Chrome
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Aderis Live Finance Platform and Zapier Chrome extension to integrate crucial parts of your business
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, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Make work flow with AI
Level up your Aderis Live Finance Platform to Zapier Chrome extension integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Aderis Live Finance Platform is an ERP for growing businesses: multi-entity, multi-ledger accounting, multi-currency finance, AI-native and open by design.
Run workflows right from your browser. Include the URL & Title of the current page or add fields to include any other data you want to use in your Zap.
