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Airtable
Databases
ActiveCampaign
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
Airtable
Databases
ActiveCampaign
Marketing Automation
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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.
- Invoice Overdue
Triggers when an invoice passes its due date with a balance left.
Try ItTriggerInstant - Invoice Sent
Triggers when an invoice is delivered to the customer.
Try ItTriggerInstant - NameRequired
- Email
- Customer phone (optional, needed for SMS reminders)
- Tax Number
- Address Line 1
- Address Line 2
- City
- State / Region
- Postal Code
- Country
ActionWrite- SourceRequired
ActionWrite
- Invoice Paid
Triggers when an invoice is paid in full.
Try ItTriggerInstant - Invoice Viewed
Triggers when the customer opens the hosted invoice page.
Try ItTriggerInstant - Saved Customer
- Customer Name
- Customer Email
- Customer phone (optional, needed for SMS reminders)
- Customer Tax Number
- Customer Address Line 1
- Customer Address Line 2
- Customer City
- Customer State / Region
- Customer Postal Code
- Customer Country
- Line item descriptionRequired
- Quantity
- Unit PriceRequired
- Tax Rate (%)
- Unit
- Currency
- Due Terms
- Issue Date
- Due Date
- Reference
- PO Number
- Notes
- Terms
- Template
- Document Type
- Issue Invoice
- Email to Customer
- Email CC
- Email Subject
- Email Message
- Idempotency Key
ActionWrite- PDFRequired
- Redact
ActionWrite
For builders
Let your AI safely access ASHDOCS
Go beyond Zap workflows. Install Zapier in your AI to call ASHDOCS actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in ASHDOCS from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose ASHDOCS actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a ASHDOCS connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "ashdocs", owner: "me" });
await zapier.runAction({
app: 'ashdocs',
action: 'create_customer',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
ASHDOCS Help & Support
Common questions
Related categories