Create Mems from new Asana tasks
When a new bill appears in QuickBooks Online, this workflow promptly responds by creating a task in Asana. This valuable connection helps maintain efficient tracking of financial records while enabling immediate action in project management. The seamless linking between QuickBooks Online and Asana ensures you never miss a bill while staying organized and productive.
When a new bill appears in QuickBooks Online, this workflow promptly responds by creating a task in Asana. This valuable connection helps maintain efficient tracking of financial records while enabling immediate action in project management. The seamless linking between QuickBooks Online and Asana ensures you never miss a bill while staying organized and productive.
- When this happens...  New Bill New BillTriggers when a new bill is added. TriggerInstantThis event starts a Zap instantly.
- automatically do this!  Create Task Create TaskCreates a new task in Asana with specified details. ActionWriteCreate a new record or update an existing record in your app.
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 - New Account- Triggers when you add a new account. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Bill- Triggers when a new bill is added. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Estimate Emailed- Triggers when an estimate is emailed. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Expense- Triggers when a new expense is added. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Invoice Emailed- Triggers when an invoice is emailed. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Bill Payment- Triggers when a new bill paid. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Deposit- Triggers when a there is a new deposit. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Paid Invoice- Triggers when the balance of an invoice becomes zero. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Project- Triggers when a new project is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Time Entry- Triggers when a new time entry is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Purchase Order- Triggers when a new purchase order is added. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Supplier Credit- Triggers when a new supplier credit is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Credit Memo- Triggers when a credit memo is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Estimate- Triggers when an existed estimate is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Vendor- Triggers when a new vendor is added. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- VendorRequired 
- Bill Number 
- Line Item 
- Line Description 
- AmountRequired 
- Qty 
- Unit Price 
- Line Class 
- AP Account 
- Customer 
- Due Date 
- Transaction Date 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- VendorRequired 
- Terms 
- Transaction Date 
- Due Date 
- Bill Number 
- Department 
- Global Tax Calculation 
- Product/Service 
- Description 
- Qty 
- Rate 
- AmountRequired 
- Billable? 
- Customer 
- Line Class 
- Tax Code 
- AP Account 
- Memo 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Primary Email Address 
- Given NameRequired 
- Family NameRequired 
- Middle Name 
- Employee Phone Number 
- Birth Date 
- Billable Time 
- Active 
- Release Date 
- Cost Rate 
- Employee Mobile 
- Gender 
- Hired Date 
- Organization 
- Address Line 1 
- Address Line 2 
- Address Line 3 
- Address Line 4 
- Address Line 5 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Full NameRequired 
- Display Name 
- Title 
- First Name 
- Middle name 
- Last Name 
- Company 
- Email 
- Phone 
- Mobile 
- Fax 
- Other 
- Website 
- Active 
- GST Registration Type 
- GSTIN 
- Address Line 1 
- Address Line 2 
- Address City 
- Address State Code 
- Address Zip Code 
- Address Country 
- Shipping Address Line 1 
- Shipping Address Line 2 
- Shipping Address City 
- Shipping Address State Code 
- Shipping Address Zip Code 
- Shipping Address Country 
- Notes 
- Currency 
- Taxable 
- Tax Code 
- Tax Registration Number 
- Tax Resale Number 
- Job/Parent Customer 
- Bill with Parent? 
- Preferred Payment Method 
- Preferred Delivery Method 
- Terms 
- Customer Type 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Payee TypeRequired 
- Payment TypeRequired 
- Bank/Credit AccountRequired 
- Payment Date 
- Payment Method 
- Reference Number 
- Print Later? 
- Account 
- Description 
- Amount 
- Billable Status 
- Tax Code 
- Customer 
- Class 
- Product/Service 
- Description 
- Quantity 
- Rate 
- Amount 
- Billable Status 
- Tax Code 
- Customer 
- Class 
- Memo 
- Tax Code 
- Total Tax 
- Tax Calculation 
- Department 
- Location 
- Currency 
- Exchange Rate 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Journal Date 
- Journal Number 
- Auto Generate Journal Entry Number 
- AccountRequired 
- Debit AmountRequired 
- Description 
- Customer Name 
- Vendor Name 
- Employee Name 
- Department 
- Class 
- AccountRequired 
- Credit AmountRequired 
- Description 
- Customer Name 
- Vendor Name 
- Employee Name 
- Department 
- Class 
- Memo 
- Currency 
- Exchange Rate 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Info 
- Customer 
- Find Customer by Name/Email 
- Email 
- Send Later? 
- Note 
- Message 
- Line AmountRequired 
- Service Date 
- Line Description 
- Product/Service 
- Line Item Quantity 
- Line Item Unit Price 
- Line Item Tax Code 
- Line Item Class 
- Transaction Date 
- Total Discount 
- Payment Method 
- Payment Reference Number 
- Deposit To Account 
- Sales Receipt Number 
- Auto Generate Sales Receipt Number 
- Address Line 1 
- Address Line 2 
- Address City 
- Address State Code 
- Address Zip Code 
- Address Country 
- Shipping Address Line 1 
- Shipping Address Line 2 
- Shipping Address City 
- Shipping Address State Code 
- Shipping Address Zip Code 
- Shipping Address Country 
- Currency 
- Exchange Rate 
- Class 
- Tax Code 
- Total Tax 
- Tax Calculation 
- Shipping Tax 
- Shipping Cost 
- Department 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- VendorRequired 
- Purchase Order Status 
- Mailing Address 
- Shipping Address 
- Purchase Order Date 
- Ship Via 
- Purchase Order Number 
- PO Email 
- Account 
- Description 
- Amount 
- Customer 
- Class 
- Product/ServiceRequired 
- Description 
- QuantityRequired 
- Rate 
- AmountRequired 
- Customer 
- Class 
- Your Message to Vendor 
- Memo 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Estimate IdRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Sales ReceiptRequired 
- Email 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Bill IDRequired 
- Vendor 
- AP Account 
- Transaction Date 
- Due Date 
- Line ID 
- Amount 
- Description 
- Account 
- Customer 
- Class 
- Tax Code 
- Billable Status 
- Currency 
- Exchange Rate 
- Private Note 
- Global Tax Calculation 
- Total Amount 
- Sales Terms 
- Department 
- Document Number 
- Include in Annual TPAR 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Estimate IDRequired 
- Customer 
- Transaction Date 
- Shipping Date 
- Detail Type 
- Amount 
- Description 
- Item 
- Unit Price 
- Quantity 
- Tax Code 
- Discount Percent 
- Print Status 
- Email Status 
- Shipping Address Line 1 
- Shipping Address Line 2 
- Shipping Address City 
- Shipping Address State/Province 
- Shipping Address Postal Code 
- Shipping Address Country 
- Billing Address Line 1 
- Billing Address Line 2 
- Billing Address City 
- Billing Address State/Province 
- Billing Address Postal Code 
- Billing Address Country 
- Class 
- Sales Terms 
- Shipping Method 
- Tracking Number 
- Document Number 
- Accepted By 
- Accepted Date 
- Exchange Rate 
- Department 
- Apply Tax After Discount 
- Private Note 
- Customer Memo 
- Expiration Date 
- Transaction Status 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- ItemRequired 
- Name 
- Type 
- SKU 
- Sales Tax Included 
- Sales Tax Code 
- Class 
- Source 
- Purchase Tax Included 
- Description 
- Sub Item 
- Taxable 
- Purchase Description 
- Active 
- Purchase Cost 
- Unit Price 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Sales Receipt IDRequired 
- Customer 
- Transaction Date 
- Shipping Date 
- Info 
- Detail Type 
- Amount 
- Description 
- Item 
- Unit Price 
- Quantity 
- Discount Percent 
- Total Amount 
- Print Status 
- Email Status 
- Payment Reference Number 
- Deposit To Account 
- Payment Method 
- Shipping Address Line 1 
- Shipping Address Line 2 
- Shipping Address City 
- Shipping Address State/Province 
- Shipping Address Postal Code 
- Shipping Address Country 
- Billing Address Line 1 
- Billing Address Line 2 
- Billing Address City 
- Billing Address State/Province 
- Billing Address Postal Code 
- Billing Address Country 
- Tracking Number 
- Class 
- Department 
- Private Note 
- Customer Memo 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Full NameRequired 
- Phone 
- Email 
- Website 
- Address Line 1 
- Address Line 2 
- Address City 
- Address State Code 
- Address Zip Code 
- Company Name 
- Vendor 1099 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Invoice ID 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Account NameRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search FieldRequired 
- Search ValueRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Info 
- ID 
- Name 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Info 
- ID 
- Display Name 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Info 
- Product Name 
- SKU 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search ByRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Info 
- Product Name 
- SKU 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search FieldRequired 
- Search ValueRequired 
- Full NameRequired 
- Display Name 
- Title 
- First Name 
- Middle name 
- Last Name 
- Company 
- Email 
- Phone 
- Mobile 
- Fax 
- Other 
- Website 
- Active 
- GST Registration Type 
- GSTIN 
- Address Line 1 
- Address Line 2 
- Address City 
- Address State Code 
- Address Zip Code 
- Address Country 
- Shipping Address Line 1 
- Shipping Address Line 2 
- Shipping Address City 
- Shipping Address State Code 
- Shipping Address Zip Code 
- Shipping Address Country 
- Notes 
- Currency 
- Taxable 
- Tax Code 
- Tax Registration Number 
- Tax Resale Number 
- Job/Parent Customer 
- Bill with Parent? 
- Preferred Payment Method 
- Preferred Delivery Method 
- Terms 
- Customer Type 
 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 ByRequired 
- Info 
- Customer 
- Find Customer by Name/Email 
- Email 
- Send Later? 
- Note 
- Message 
- Line AmountRequired 
- Service Date 
- Line Description 
- Product/Service 
- Line Item Quantity 
- Line Item Unit Price 
- Line Item Tax Code 
- Line Item Class 
- Transaction Date 
- Total Discount 
- Payment Method 
- Payment Reference Number 
- Deposit To Account 
- Sales Receipt Number 
- Auto Generate Sales Receipt Number 
- Address Line 1 
- Address Line 2 
- Address City 
- Address State Code 
- Address Zip Code 
- Address Country 
- Shipping Address Line 1 
- Shipping Address Line 2 
- Shipping Address City 
- Shipping Address State Code 
- Shipping Address Zip Code 
- Shipping Address Country 
- Currency 
- Exchange Rate 
- Class 
- Tax Code 
- Total Tax 
- Tax Calculation 
- Shipping Tax 
- Shipping Cost 
- Department 
 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
- Full NameRequired 
- Phone 
- Email 
- Website 
- Address Line 1 
- Address Line 2 
- Address City 
- Address State Code 
- Address Zip Code 
- Company Name 
- Vendor 1099 
 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
- WorkspaceRequired 
- ProjectRequired 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- WorkspaceRequired 
- ProjectRequired 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Tag Created- Triggered when you create a new tag. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- WorkspaceRequired 
- ProjectRequired 
- SectionRequired 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Workspace / OrganizationRequired 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Task IDRequired 
- TagRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- ProjectRequired 
- TaskRequired 
- FileRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Workspace or Organization 
- Project TemplateRequired 
- Project NameRequired 
- Privacy Setting 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- WorkspaceRequired 
- Parent TaskRequired 
- Name 
- Description 
- Is the description rich text? 
- Mark Task as complete? 
- Mark Task as liked? 
- Assignee 
- Followers 
- Tags 
- Custom Field Info 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- WorkspaceRequired 
- Task NameRequired 
- Task Description 
- Enable Rich Text Formatting 
- Assignee 
- Followers 
- Tags 
- Mark Task as complete? 
- Mark Task as liked? 
- Custom Field Info 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Task IDRequired 
- TagRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Workspace 
- Task IDRequired 
- Mark as Complete 
- Mark as Liked 
- Task Name 
- Assignee 
- Followers 
- Tags 
- Description 
- Use Rich Text Formatting 
- Custom Field Info 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- WorkspaceRequired 
- ProjectRequired 
- Completed Since (Includes Incomplete Tasks if Set) 
- Limit 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Workspace/Organization 
- Team 
- Project NameRequired 
- Include Archived Projects 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Workspace 
- Project 
- Task IDRequired 
- Limit 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Task ID or GIDRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- WorkspaceRequired 
- ProjectRequired 
- Task NameRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Email Address or User IDRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Task ID or GIDRequired 
- WorkspaceRequired 
- Name 
- Description 
- Is the description rich text? 
- Mark Task as complete? 
- Mark Task as liked? 
- Assignee 
- Followers 
- Tags 
- Custom Field Info 
 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 Bank Transaction- Triggers when a new bank transaction is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Customer- Triggers when you add a new customer. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Estimate- Triggers when you add a new estimate. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Invoice- Triggers when you add a new invoice. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Credit Memo- Triggers when a new credit memo is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Journal Entry- Triggers when a new journal entry is created. 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.
 - New Refund Receipt- Triggers when there is a new refund receipt. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Payment- Triggers when a payment is received (with line item support). Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Sales Receipt- Triggers when a new sales receipt is added. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Bill- Triggers when a bill is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Customer- Triggers when an existing customer is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Invoice- Triggers when an invoice is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Attachment TypeRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- VendorRequired 
- Terms 
- Transaction Date 
- Due Date 
- Bill Number 
- Department 
- Currency 
- Exchange Rate 
- Global Tax Calculation 
- Description 
- AmountRequired 
- Billable? 
- Customer 
- Class 
- AccountRequired 
- Tax Code 
- AP Account 
- Memo 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Deposit To AccountRequired 
- Transaction Date 
- Private Note 
- Currency 
- Exchange Rate 
- Global Tax Calculation 
- Department 
- Transaction Source 
- Transaction Location Type 
- AmountRequired 
- AccountRequired 
- Payment Method 
- Description 
- Transaction Type 
- Entity 
- Class 
- Check Number 
- Tax Code 
- Tax Applicable On 
- Cash Back Account 
- Cash Back Amount 
- Cash Back Memo 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- CustomerRequired 
- Email 
- Send Later? 
- Billing Address 
- Credit Memo Date 
- Credit Memo Number 
- Auto Generate Credit Memo Number 
- Class 
- AmountRequired 
- Service Date 
- Product/Service 
- Description 
- Quantity 
- Rate 
- Tax 
- Class 
- Message Displayed On Credit Memo 
- Memo 
- Apply Tax After Discount? 
- Discount Value 
- Discount Percent 
- Sales Tax Rate 
- Shipping Cost 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- CustomerRequired 
- Number 
- Line AmountRequired 
- Line Description 
- Line Item/Product 
- Line Item Quantity 
- Line Item Tax Code 
- Line Item Service Date 
- Rate 
- Tax Calculation 
- Transaction Date 
- Expiration Date 
- Ship Date 
- Message displayed on estimate 
- Billing Address 
- Billing Address City 
- Billing Address Country 
- Billing Address Postal Code 
- Billing Address State/Province 
- Shipping Address 
- Shipping Address City 
- Shipping Address Country 
- Shipping Address Postal Code 
- Shipping Address State/Province 
- Shipping amount 
- Bill Email 
- Send later 
- Discount Value 
- Discount Percent 
- Class 
- Sales Terms 
- Shipping Method 
- Tracking Number 
- Private Note 
- Transaction Status 
- Apply Tax After Discount 
- Print Status 
- Department 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- TypeRequired 
- NameRequired 
- Description On Sales Forms 
- Sales Price/Rate 
- Description On Purchase Forms 
- Cost 
- SKU 
- Category 
- Is Taxable? 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Info 
- CustomerRequired 
- Email 
- Cc 
- Bcc 
- Send Later? 
- Billing Address 
- Shipping Address 
- Terms 
- Invoice Date 
- Due Date 
- Ship Via 
- Shipping Date 
- Tracking Number 
- Invoice Number 
- Auto Generate Invoice Number 
- Service Date 
- Product/Service 
- Description 
- Quantity 
- Rate 
- Helptext Line Amount 
- Amount 
- Tax 
- Class 
- Add Bundle Item to invoice? 
- Message Displayed on Invoice 
- Message Displayed on Statement 
- Project ID 
- Accept Payment Via Bank Transfer 
- Accept Payment Via Credit Card 
- Tax Code 
- Total Tax 
- Tax Calculation 
- Apply Tax After Discount? 
- Discount Value 
- Discount Percent 
- Shipping Tax 
- Shipping 
- Deposit 
- Deposit To Account 
- Class 
- Department 
- Location 
- Currency 
- Exchange Rate 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- CustomerRequired 
- Total AmountRequired 
- Unapplied Amount 
- Transaction Date 
- Payment Method 
- Payment Reference Number 
- Deposit To Account 
- Line Amount 
- Line Linked Invoice 
- Memo 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Refund FromRequired 
- Customer 
- Email 
- Billing Address 
- Refund Receipt Date 
- Refund Receipt Number 
- Transaction Class 
- Payment Method 
- Check Number 
- Print Later? 
- Product/ServiceRequired 
- AmountRequired 
- Service Date 
- Description 
- Quantity 
- Rate 
- Tax 
- Class 
- Message Displayed On Refund Receipt 
- Memo 
- Apply Tax After Discount? 
- Discount Value 
- Discount Percent 
- Sales Tax Rate 
- Shipping 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Info 
- InvoiceRequired 
- Email 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Time Activity TypeRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- CustomerRequired 
- Company 
- Email 
- Title 
- First name 
- Middle name 
- Last name 
- Suffix 
- Display name as 
- Phone 
- Mobile 
- Fax 
- Other 
- Website 
- Print On Check As 
- Notes 
- Billing Address - Street 
- Billing Address - City/Town 
- Billing Address - State/Province 
- Billing Address - ZIP code 
- Billing Address - Country 
- Shipping Address - Street 
- Shipping Address - City/Town 
- Shipping Address - State/Province 
- Shipping Address - ZIP code 
- Shipping Address - Country 
- Exemption Details 
- Job/Parent Customer 
- Active 
- Customer Type 
- Preferred Payment Method 
- Taxable 
- Tax Code 
- Tax Registration Number 
- Currency 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- InvoiceRequired 
- Customer 
- Email 
- Cc 
- Bcc 
- Send Later? 
- Billing Address 
- Shipping Address 
- Terms 
- Invoice Date 
- Due Date 
- Ship Via 
- Shipping Date 
- Tracking Number 
- Invoice Number 
- Auto Generate Invoice Number 
- Service Date 
- Product/Service 
- Description 
- Quantity 
- Rate 
- Amount 
- Tax 
- Class 
- Message Displayed on Invoice 
- Message Displayed on Statement 
- Accept Payment Via Bank Transfer 
- Accept Payment Via Credit Card 
- Tax Code 
- Total Tax 
- Tax Calculation 
- Apply Tax After Discount? 
- Discount Value 
- Discount Percent 
- Shipping Tax 
- Shipping 
- Deposit 
- Class 
- Department 
- Location 
- Currency 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Purchase IDRequired 
- Vendor/Customer/Employee 
- Payment TypeRequired 
- Account 
- Transaction Date 
- Payment Method 
- Document Number 
- Private Note 
- Total Amount 
- Department 
- Transaction Location Type 
- Currency 
- Exchange Rate 
- Global Tax Calculation 
- Tax Code 
- Total Tax 
- Line Item Detail TypeRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Select VendorRequired 
- Title 
- Given Name 
- Middle Name 
- Suffix 
- Family Name 
- Primary Email Address 
- Display Name 
- Fax number 
- Business Number 
- Currency Code 
- Currency Name 
- Mobile Phone Number 
- Primary Phone Number 
- Alternate Phone Number 
- Active 
- Vendor 1099 
- Cost Rate 
- Billing Rate 
- Web Address 
- Company Name 
- Tax Identifier 
- Account Number 
- Print On Check Name 
- Address Line 1 
- Address Line 2 
- Address City 
- Address State Code 
- Address Country 
- Address Zip Code 
- Balance 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- VendorRequired 
- Transaction Date 
- Document Number 
- Currency 
- Exchange Rate 
- Location 
- Department 
- Tax Calculation 
- Memo 
- Account 
- Description 
- Amount 
- Billable Status 
- Tax Code 
- Customer 
- Class 
- Product/Service 
- Description 
- Quantity 
- Rate 
- Amount 
- Billable Status 
- Tax Code 
- Customer 
- Class 
 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.
- TypeRequired 
- IdRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Estimate Id 
- Doc Number 
- Customer Name 
- Transaction Date 
- Total Amount 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- WHERE ClauseRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- IdRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Info 
- Purchase ID 
- Document Number 
- Vendor ID 
- Vendor Name 
- Transaction Date 
- Total Amount 
- Payment Type 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Info 
- Invoice Number 
- Invoice ID 
- Invoice Date 
- Due Date 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- NameRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Info 
- ID 
- Display Name 
- Primary Email Address 
- Given NameRequired 
- Family NameRequired 
- Middle Name 
- Employee Phone Number 
- Birth Date 
- Billable Time 
- Active 
- Release Date 
- Cost Rate 
- Employee Mobile 
- Gender 
- Hired Date 
- Organization 
- Address Line 1 
- Address Line 2 
- Address Line 3 
- Address Line 4 
- Address Line 5 
 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
- Info 
- Product NameRequired 
- SKU 
- TypeRequired 
- Description On Sales Forms 
- Sales Price/Rate 
- Description On Purchase Forms 
- Cost 
- Category 
- Is Taxable? 
 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
- WorkspaceRequired 
- ProjectRequired 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- ProjectRequired 
- Task 
- Workspace 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- WorkspaceRequired 
- ProjectRequired 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- WorkspaceRequired 
- ProjectRequired 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- WorkspaceRequired 
- ProjectRequired 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- WorkspaceRequired 
- ProjectRequired 
- Fields 
- Disclaimer 
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Workspace/Organization- Triggered when you add a new workspace/organization. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Task IDRequired 
- WorkspaceRequired 
- ProjectRequired 
- SectionRequired 
- Position in Section 
- Before/After Task ID 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Helptext 
- Workspace 
- Project 
- Tag 
- NameRequired 
- Task Fields 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Workspace / OrganizationRequired 
- ProjectRequired 
- Section NameRequired 
- Section to Insert After 
- Section to Insert Before 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Copy 
- WorkspaceRequired 
- Project 
- Task TemplateRequired 
- Task Name 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- WorkspaceRequired 
- Team 
- NameRequired 
- NotesRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- WorkspaceRequired 
- ProjectRequired 
- TaskRequired 
- TextRequired 
 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.
- Workspace 
- NameRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- WorkspaceRequired 
- ProjectRequired 
- Section NameRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Workspace 
- Project 
- Task IDRequired 
- Maximum Results 
- Comment Order 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Premium User Help Text 
- Workspace IDRequired 
- Projects (Any) 
- Search Text 
- Limit 
- Is Subtask? 
- Is Completed? 
- Sort By 
- Sort Ascending? 
- Has Attachment? 
- Is Blocking? 
- Is Blocked? 
- Created After 
- Created Before 
- Modified After 
- Modified Before 
- Task Type 
- Custom Fields Help Text 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Email Address or IDRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- WorkspaceRequired 
- NameRequired 
- Team 
- NotesRequired 
 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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