Create new Alegra contacts from Clio's new contact entries
Effortlessly manage your contacts between Clio and Alegra with this streamlined workflow. When a new contact is added in Clio, this automation will create a corresponding contact in Alegra, ensuring your contact lists are always up to date across both platforms. Save time and maintain accurate records with this seamless integration.
- When this happens...

New ContactTriggers when a new contact is created.TriggerInstant - automatically do this!

Create ContactCrear un contacto nuevo. Creates a new contact.ActionWrite
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More things you can do with Clio and Alegra
Discover other triggers and actions you can use with Clio and Alegra
New ActivityTriggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Bill State UpdatedTriggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New CommunicationTriggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New DocumentTriggers when a new document is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New TaskTriggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Additional Contact Attendees
- Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MatterRequired
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice_number
- Matter_id
- Client_id
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find Contact by Custom FieldFind newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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- Search Type
- Search ValueRequired
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
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 EstimateTriggers when a new estimate is created in Alegra.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ItemTriggers when a new product or service is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Nombre (Name)Required
- Tipo de contacto (Contact type)
- IdentificaciΓ³n (Identification)Required
- NΓΊmero telefΓ³nico principal (phonePrimary)
- NΓΊmero telefΓ³nico secundario (phoneSecondary)
- Fax
- NΓΊmero de cΓ©lular/mΓ³vil (mobile)
- Observaciones (observations)
- Correo electrΓ³nico (email)
- Ciudad (city)
- RegiΓ³n (region)
- Comuna (commune)
- DescripciΓ³n (description)
- Verificar identificaciΓ³n no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Giro de negocio (giro)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- RFC (identification)Required
- Tipo de Tercero (Third type)
- Identificador fiscal (Fiscal ID)
- Calle (street)
- NΓΊmero de exterior (exteriorNumber)
- NΓΊmero de interior (interiorNumber)
- Colonia (Colony)
- PaΓs (country)
- Localidad (locality)
- Municipio (municipality)
- Estado (state)Required
- CΓ³digo postal (zipCode)
- NΓΊmero telefΓ³nico principal (phonePrimary)
- NΓΊmero telefΓ³nico secundario (phoneSecondary)
- Fax
- NΓΊmero de cΓ©lular/mΓ³vil (mobile)
- Observaciones (observations)
- Correo electrΓ³nico (email)
- Verificar identificaciΓ³n no registrada (ignoreRepeated)
- clave del Uso CFDI (cfdiUse)
- Forma de pago (paymentMethod)
- MΓ©todo de pago (paymentType)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- RegΓmenes Fiscales
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NΓΊmero (number)Required
- NΓΊmero telefΓ³nico principal (phonePrimary)
- NΓΊmero telefΓ³nico secundario (phoneSecondary)
- Fax
- NΓΊmero de cΓ©lular/mΓ³vil (mobile)
- Observaciones (observations)
- Correo electrΓ³nico (email)
- DirecciΓ³n (address)
- Departamento (state)
- Provincia (city)
- UrbanizaciΓ³n (urbanization)
- Distrito (district)
- CΓ³digo ubigeo (ubigeoCode)
- Verificar identificaciΓ³n no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Fecha de vencimiento (Due Date)Required
- Observaciones (Observations)
- Comentarios (Anotation)
- ID del Cliente (Client ID)Required
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciΓ³n (description)
- Vendedor (Seller)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciΓ³n de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciΓ³n (description)
- Bodega / AlmacΓ©n (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CΓ³digo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Emitir la factura (generateStamp)
- CondiciΓ³n de la venta (saleCondition)
- Concepto de venta (saleConcept)
- Fecha de inicio (startDateService)
- Fecha final (endDateService)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciΓ³n de la factura (Invoice numeration)
- Cliente ID (client)Required
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciΓ³n (description)
- Bodega / AlmacΓ©n (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CΓ³digo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentForm)Required
- MΓ©todo de pago (paymentMethod)
- Emitir la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciΓ³n de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciΓ³n (description)
- Pedimento (importRequest)
- Bodega / AlmacΓ©n (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CΓ³digo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentMethod)Required
- MΓ©todo de la factura (paymentType)
- Clave del Uso CFDI (cfdiUse)Required
- Timbrar la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Cuenta de Banco (Bank Account)Required
- MΓ©todo de pago (Payment Method)
- Cliente/Proveedor (Client)
- Tipo de Pago (Type of payment)
- Tipo de transacciΓ³n (Type of Transaction)Required
- Id de la factura (Invoice Id)
- Monto del pago (Payment Amount)
- Id de la cuenta contable (Category id)
- Valor (Price)
- CΓ³digo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Observaciones (Observations)
- Notas (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha De Vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Cliente ID (Client ID)Required
- NumeraciΓ³n de la factura (Invoice numeration)
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciΓ³n (description)
- Bodega / AlmacΓ©n (Warehouse)
- Tipo de Factura (Invoice type)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CΓ³digo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- DescripciΓ³n (Description)
- Precio (Price)Required
- Referencia (Reference)
- NΓΊmero de la clave de producto (ProductKey)Required
- CategorΓa del Γtem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (unitCost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- TΓ©rminos y Condiciones (Terms and Conditions)
- NumeraciΓ³n de la factura (Invoice numeration)
- Proveedor (provider)Required
- Bodega / AlmacΓ©n (Warehouse)
- CΓ³digo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Detalle (Details)
- Items ID
- Precios (price)
- Cantidad (quantity)
- Descuentos (discount)
- Impuesto (tax)
- Observaciones (observations)
- CategorΓas ID
- Precios (price)
- Cantidad (quantity)
- Descuentos (discount)
- Impuesto (tax)
- Observaciones (observations)
- Id RetenciΓ³n (retention ID)
- Monto RetenciΓ³n (retention amount)
- Fecha (date)
- Cuenta (account)
- Monto (amount)
- MΓ©todo de pago (Payment Method)
- Notas (anotations)
- Observaciones (observations)
- Id Retenciones (retentions ID)
- Monto RetenciΓ³n (retention Amount)
- CΓ³digo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Centro de costos (Cost center)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Procentaje (Percentage)Required
- Tipo (Type)Required
- DescripciΓ³n (Description)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primer Nombre (firstName)Required
- Apellidos (LastName)
- NΓΊmero telefΓ³nico principal (phonePrimary)
- Tipo de persona (kindOfPerson)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NΓΊmero (number)Required
- NΓΊmero telefΓ³nico secundario (phoneSecondary)
- DirecciΓ³n (address)
- Municipio (City)
- Departamento (department)
- PaΓs (country)
- CΓ³digo postal (zip code)
- fax
- NΓΊmero de celular/mΓ³vil (mobile)
- Observaciones (observations)
- Correo electrΓ³nico (email)
- Verificar identificaciΓ³n no registrada (ignoreRepeated)
- RΓ©gimen (regime)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID de la factura (Invoice ID)Required
- Tipo de Factura (Invoice Type)
- Destinatario (To)Required
- Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del contacto (Contact ID)Required
- Tipo de contacto (Contact type)
- Nombre (Name)
- NΓΊmero de identificaciΓ³n (Identification Number)
- Correo electrΓ³nico (Email)
- NΓΊmero de telΓ©fono principal (Primary Phone Number)
- NΓΊmero de telΓ©fono secundario (Secondary Phone Number)
- Fax
- NΓΊmero De Celular/mΓ³vil (Mobile)
- Observaciones (Observations)
- DirecciΓ³n (Address)
- Ciudad (City)
- Calle (Street)
- NΓΊmero exterior (Exterior Number)
- NΓΊmero interior (Interior Number)
- Colonia (Colony)
- Localidad (Locality)
- Municipio (Municipality)
- Estado (State)
- PaΓs (Country)
- CΓ³digo Postal (Zip Code)
- Id de Vendedor Asociado (Associate Seller ID)
- Lista de Precios (Price List)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- BΓΊsqueda por (Search by)
- Nombres o SKUs de los items (Names or SKUs of the items)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del Γtem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Impuesto (tax)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- IdentificaciΓ³n (Identification)Required
- NΓΊmero telefΓ³nico principal (phonePrimary)
- NΓΊmero telefΓ³nico secundario (phoneSecondary)
- Fax
- NΓΊmero de cΓ©lular/mΓ³vil (mobile)
- Observaciones (observations)
- Correo electrΓ³nico (email)
- Ciudad (city)
- RegiΓ³n (region)
- Comuna (commune)
- DescripciΓ³n (description)
- Verificar identificaciΓ³n no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Giro de negocio (giro)
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- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NΓΊmero (number)Required
- NΓΊmero telefΓ³nico principal (phonePrimary)
- NΓΊmero telefΓ³nico secundario (phoneSecondary)
- Fax
- NΓΊmero de cΓ©lular/mΓ³vil (mobile)
- Observaciones (observations)
- Correo electrΓ³nico (email)
- DirecciΓ³n (address)
- Provincia (department)
- CantΓ³n (city)
- Distrito (district)
- Barrio (neighborhood)
- Verificar identificaciΓ³n no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
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- Contacto a buscar (Contact to find)Required
- Tipo de contactoRequired
- Tipo de terceroRequired
- Tipo de personaRequired
- TelΓ©fono principal
- TelΓ©fono secundario
- TelΓ©fono mΓ³vil
- Correo
- Fax
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- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- NΓΊmero de identificaciΓ³n (Identification)
- Tipo de contacto (Contact type)
- NΓΊmero telefΓ³nico principal (Phone primary)
- NΓΊmero telefΓ³nico secundario (Phone secondary)
- Fax
- NΓΊmero de cΓ©lular/mΓ³vil (Mobile)
- Observaciones (observations)
- Correo electrΓ³nico (Email)
- DirecciΓ³n (address)
- Ciudad (city)
- Verificar identificaciΓ³n no registrada (Ignore repeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
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- Nombre del Γtem (Item name)Required
- Nombre (Name)Required
- DescripciΓ³n (Description)
- Precio (Price)Required
- Referencia (Reference)
- NΓΊmero de la clave de producto (ProductKey)Required
- CategorΓa del Γtem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (unitCost)
- Cantidad inicial (Initial quantity)
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- Impuesto (tax)Required
- Nombre (Name)Required
- Procentaje (Percentage)Required
- Tipo (Type)Required
- DescripciΓ³n (Description)
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 BillTriggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Calendar EntryTriggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New MatterTriggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Matter NoteTriggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Task Status UpdatedTriggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Clio Contact ID #Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Matter
- Date of Communication
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MatterRequired
- Document TemplateRequired
- Document NameRequired
- Generate PDF
- Generate Original Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Clio Contact ID #Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
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.- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find Matter by Custom FieldFind newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
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 ContactTriggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New InvoiceTriggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NΓΊmero (number)Required
- NΓΊmero telefΓ³nico principal (phonePrimary)
- NΓΊmero telefΓ³nico secundario (phoneSecondary)
- Fax
- NΓΊmero de cΓ©lular/mΓ³vil (mobile)
- Observaciones (observations)
- Correo electrΓ³nico (email)
- DirecciΓ³n (address)Required
- Provincia (province)Required
- Ciudad (city)Required
- CΓ³digo postal (postalCode)Required
- Verificar identificaciΓ³n no registrada (ignoreRepeated)
- CondiciΓ³n del IVA (ivaCondition)Required
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NΓΊmero (number)Required
- NΓΊmero telefΓ³nico principal (phonePrimary)
- NΓΊmero telefΓ³nico secundario (phoneSecondary)
- Fax
- NΓΊmero de cΓ©lular/mΓ³vil (mobile)
- Observaciones (observations)
- Correo electrΓ³nico (email)
- DirecciΓ³n (address)
- Provincia (department)
- CantΓ³n (city)
- Distrito (district)
- Barrio (neighborhood)
- Verificar identificaciΓ³n no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tipo de contactoRequired
- Tipo de terceroRequired
- Tipo de personaRequired
- TelΓ©fono principal
- TelΓ©fono secundario
- TelΓ©fono mΓ³vil
- Correo
- Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- NΓΊmero de identificaciΓ³n (Identification)
- Tipo de contacto (Contact type)
- NΓΊmero telefΓ³nico principal (Phone primary)
- NΓΊmero telefΓ³nico secundario (Phone secondary)
- Fax
- NΓΊmero de cΓ©lular/mΓ³vil (Mobile)
- Observaciones (observations)
- Correo electrΓ³nico (Email)
- DirecciΓ³n (address)
- Ciudad (city)
- Verificar identificaciΓ³n no registrada (Ignore repeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date) (YYYY-MM-DD)Required
- Observaciones (Observations)
- AlmacΓ©n (Warehouse)Required
- Centro de costo (Cost center)
- ΓtemRequired
- Tipo (Type)Required
- Costo Unitario (Unit Cost)Required
- Cantidad (Quantity)Required
- ID de ResoluciΓ³n (Resolution ID)
- Prefijo de numeraciΓ³n (Numbering Prefix)
- NumeraciΓ³n (Numbering)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciΓ³n de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Referencia (Reference)
- DescripciΓ³n (description)
- Bodega / AlmacΓ©n (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CΓ³digo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentForm)
- Emitir la factura (generateStamp)Required
- Actividad econΓ³mica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)Required
- NumeraciΓ³n de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Naturaleza del descuento (discount nature)
- Referencia (reference)
- DescripciΓ³n (description)
- Tipo de descuento (discount_type)
- Bodega / AlmacΓ©n (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CΓ³digo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- MΓ©todo de pago (paymentMethod)Required
- Emitir la factura (generateStamp)
- CondiciΓ³n de la venta (saleCondition)
- Actividad econΓ³mica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Emitir factura electrΓ³nicaRequired
- Tipo
- NumeraciΓ³n de la factura
- ClienteRequired
- IDRequired
- PrecioRequired
- Referencia
- DescripciΓ³n
- Impuesto
- CantidadRequired
- Vendedor
- FechaRequired
- Fecha de vencimientoRequired
- Notas
- Observaciones
- Moneda
- Tipo de cambio
- AlmacΓ©n
- Centro de costos
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciΓ³n de la factura (Invoice numeration)
- Tipo de OperaciΓ³n (Operation type)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciΓ³n (description)
- Bodega / AlmacΓ©n (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CΓ³digo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Emitir la factura (generateStamp)Required
- MΓ©todo de Pago (Payment Method)Required
- Cuotas Info
- Periodicidad (periodicity)
- NΓΊmero de Cuotas (numberQuotas)
- InformaciΓ³n sobre las cuotas (quotas info)
- Montos de las cuotas(amount)
- Fecha de vencimiento de las cuotas (quotas due date)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- DescripciΓ³n (Description)
- Precio (Price)Required
- Partida arancelaria (tariffHeading)
- CategorΓa del Γtem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- CΓ³digo de producto (Product Key)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Tipo (type)
- Referencia (reference)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre del producto (Name)Required
- DescripciΓ³n (Description)
- Precio (Price)Required
- Referencia (Reference)
- CategorΓa del Γtem (Item Category)
- Impuesto (Tax)
- Tipo (Type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Fecha De Vencimiento (dueDate)Required
- Cliente ID (Client ID)Required
- Items IDRequired
- Precios (price)Required
- Impuesto (Tax)Required
- Cantidad (Quantity)Required
- Descuentos (Discount)Required
- Bodega/AlmacΓ©n (Warehouse)
- Observaciones (Observations)
- Nota de la remisiΓ³n (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID de la Factura (Invoice Id)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id de la cotizaciΓ³n (Estimate ID)Required
- Destinatatio (To):Required
- Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del contacto (Contact ID)Required
- Primer Nombre (firstName)
- Apellidos (LastName)
- NΓΊmero telefΓ³nico principal (phonePrimary)
- Tipo de persona (kindOfPerson)
- Tipo de contacto (Contact type)
- Tipo (type)
- NΓΊmero (number)
- DirecciΓ³n (address)
- Municipio (City)
- Departamento (department)
- PaΓs (country)
- CΓ³digo postal (zip code)
- Correo electrΓ³nico (email)
- RΓ©gimen (regime)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del Γtem (Item Id)Required
- Nombre del producto (Name)
- DescripciΓ³n (Description)
- Precio (Price)
- Referencia (Reference)
- CategorΓa del Γtem (Item Category)
- Impuesto (Tax)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Estatus (Status)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del Γtem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del Γtem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NΓΊmero (number)Required
- NΓΊmero telefΓ³nico principal (phonePrimary)
- NΓΊmero telefΓ³nico secundario (phoneSecondary)
- Fax
- NΓΊmero de cΓ©lular/mΓ³vil (mobile)
- Observaciones (observations)
- Correo electrΓ³nico (email)
- DirecciΓ³n (address)Required
- Provincia (province)Required
- Ciudad (city)Required
- CΓ³digo postal (postalCode)Required
- Verificar identificaciΓ³n no registrada (ignoreRepeated)
- CondiciΓ³n del IVA (ivaCondition)Required
- Incluir enlace del estado de cuenta del cliente (statementAttached)
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- Contacto a buscar (Contact to find)Required
- Primer Nombre (firstName)Required
- Apellidos (LastName)
- NΓΊmero telefΓ³nico principal (phonePrimary)
- Tipo de persona (kindOfPerson)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NΓΊmero (number)Required
- NΓΊmero telefΓ³nico secundario (phoneSecondary)
- DirecciΓ³n (address)
- Municipio (City)
- Departamento (department)
- PaΓs (country)
- CΓ³digo postal (zip code)
- fax
- NΓΊmero de celular/mΓ³vil (mobile)
- Observaciones (observations)
- Correo electrΓ³nico (email)
- Verificar identificaciΓ³n no registrada (ignoreRepeated)
- RΓ©gimen (regime)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
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- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- RFC (identification)Required
- Tipo de Tercero (Third type)
- Identificador fiscal (Fiscal ID)
- Calle (street)
- NΓΊmero de exterior (exteriorNumber)
- NΓΊmero de interior (interiorNumber)
- Colonia (Colony)
- PaΓs (country)
- Localidad (locality)
- Municipio (municipality)
- Estado (state)Required
- CΓ³digo postal (zipCode)
- NΓΊmero telefΓ³nico principal (phonePrimary)
- NΓΊmero telefΓ³nico secundario (phoneSecondary)
- Fax
- NΓΊmero de cΓ©lular/mΓ³vil (mobile)
- Observaciones (observations)
- Correo electrΓ³nico (email)
- Verificar identificaciΓ³n no registrada (ignoreRepeated)
- clave del Uso CFDI (cfdiUse)
- Forma de pago (paymentMethod)
- MΓ©todo de pago (paymentType)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- RegΓmenes Fiscales
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- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NΓΊmero (number)Required
- NΓΊmero telefΓ³nico principal (phonePrimary)
- NΓΊmero telefΓ³nico secundario (phoneSecondary)
- Fax
- NΓΊmero de cΓ©lular/mΓ³vil (mobile)
- Observaciones (observations)
- Correo electrΓ³nico (email)
- DirecciΓ³n (address)
- Departamento (state)
- Provincia (city)
- UrbanizaciΓ³n (urbanization)
- Distrito (district)
- CΓ³digo ubigeo (ubigeoCode)
- Verificar identificaciΓ³n no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
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- Nombre del Γtem (Item name)Required
- Nombre (Name)Required
- DescripciΓ³n (Description)
- Precio (Price)Required
- Partida arancelaria (tariffHeading)
- CategorΓa del Γtem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- CΓ³digo de producto (Product Key)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Tipo (type)
- Referencia (reference)
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- Nombre del Γtem (Item name)Required
- Nombre del producto (Name)Required
- DescripciΓ³n (Description)
- Precio (Price)Required
- Referencia (Reference)
- CategorΓa del Γtem (Item Category)
- Impuesto (Tax)
- Tipo (Type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
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


