Avaza + Close
Add new Close contacts to Avaza as contacts
Effortlessly maintain accurate contact information between Close and Avaza with this seamless workflow. When you add a new contact in Close, it instantly creates a corresponding contact in Avaza, saving time and eliminating manual data entry. Ensure consistency across both platforms and always stay up-to-date with your contacts.
Effortlessly maintain accurate contact information between Close and Avaza with this seamless workflow. When you add a new contact in Close, it instantly creates a corresponding contact in Avaza, saving time and eliminating manual data entry. Ensure consistency across both platforms and always stay up-to-date with your contacts.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreates a new Contact.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
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New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger ActionsRequired
Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Limitations
Lead Smart View
(deprecated) Search Query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote Contains Words Starting With...
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus ID
Status Label
Status Type
Value Period
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Address Label
Address 1
Address 2
City
State
Zipcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Lead IDRequired
Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Done EmailRequired
TypeRequired
Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action TypeRequired
Smart View or (deprecated) Search QueryRequired
Workflow ID
Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export TypeRequired
FormatRequired
Lead Smart View or (deprecated) Search Query
Fields
Include Activities
Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity Query
Lead Smart View or (deprecated) Search Query
Status Types
Statuses
User IDs
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
QueryRequired
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report TypeRequired
Lead Smart View or (deprecated) Search Query
Start Date
End Date
Or Use a Date Range Label
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group(s) to Select From
Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Call Forwarding Enable/DisableRequired
Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
Contact
Text
Phone Number
Duration
Outcome
Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Activity IDRequired
Custom Activity TypeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Company Name
Description
Url
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Smart View IDRequired
Name
Query
Share With Specific Users
Or Share With Organization
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.Copy Text
User ID
From Email Or Domain
From Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
Lead ID
Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup Name
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Opportunity Lead ID
Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Lead ID
User ID
Direction
Message Text
External WhatsApp Message ID
Local Phone
Remote Phone
Search by WhatsApp Message ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
LeadRequired
Search by Custom Activity ID
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Lead
Or Search by Opportunity ID
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResult LimitRequired
Lead ID
User ID
Direction
Message Text
External WhatsApp Message ID
Local Phone
Remote Phone
Search by WhatsApp Message ID
Lead IDRequired
Contact IDRequired
DirectionRequired
Message TextRequired
Local PhoneRequired
Remote PhoneRequired
External WhatsApp Message IDRequired
Integration Link
Response To Activity ID
Activity At
Attachments
Send to Inbox
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
Bill Updated
Triggers when a bill is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Deleted
Triggers when an estimate is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense Created
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Updated
Triggers when an expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Deleted
Triggers when a invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Update
Triggers when a invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggered when a new company contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task Created
Trigger when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Deleted
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Schedule Series Created
Triggers when a new schedule series record is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Schedule Series Updated
Triggers when a schedule series record is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Trigger when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Timesheet Entry Updated
Trigger when a timesheet entry is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project TitleRequired
Company ID
Company Name
Currency Code
Project Notes
Timesheet Approval Required by Default
Populate Default Project Members
Is Task Required On Timesheet
Start Date
EndDate
Budget Amount
Budget Hours
Project Status Code
Project Category IDFK
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Transaction Prefix
Bill Number
Company ID
Company Name
First Name
Last Name
Email
Currency Code
Exchange Rate
Bill Template ID
Subject
Supplier PO Number
Date Issued
Payment Terms
Due Date
Transaction Tax Config Code
Notes
Inventory Item ID
Inventory Item Name
Description
Quantity
Unit Price
Tax ID
Tax Name
Tax Percent
Discount
Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Currency Code
Billing Address Line
Billing Address City
Billing Address State
Billing Address Post Code
Billing Country Code
Billing Address
Phone
Fax
website
TaxNumber
Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Amount
Payment Number
Date Issued
Transaction Prefix
Customer IDFK
Exchange Rate
Transaction Reference
Notes
Payment Provider Code
Invoice Transaction IDFK
Allocation Amount
Allocation Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project ID
Timesheet Category ID
Billable
Payable
Rate Amount
Budget Hours
Cost Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Leave UserIDFK
Leave Notify
Leave Hours Per Day
Leave Type IDFK
Leave Notes
Leave Start Date
Leave End Date
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Project ID
Timesheet Category ID
Task ID
Duration
Is Invoiced
Entry Date
Has Start End Time
Notes
Custom Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Schedule Series IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Timesheet IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Company ID
Roles
Tags
Current User Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuantityRequired
Unit PriceRequired
Inventory Item IDFK
Inventory Item Name
Description
Tax IDFK
Tax Name
Tax Percent
Discount
Transaction Prefix
Invoice Number
CompanyIDFK
Company Name
First Name
Last Name
Email
Currency Code
Exchange Rate
Invoice Template IDFK
Subject
Date Issued
Payment Terms
Due Date
Transaction Tax Config Code
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Date FromRequired
Expense Date ToRequired
User Email
User ID
Category Name
Customer ID
Project ID
is Chargeable
is Invoiced
Expense Reimbursement ID
Expense Payment Method ID
Expense Approval Status Code
Search
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Schedule Date FromRequired
Schedule Date ToRequired
Updated After
Schedule Series ID
User ID
User Email
Page Size
page Number
Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Search
Hide Completed
Page Size
Page Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyID
Company Name
Billing Address Line
Billing Address City
Billing Address State
Billing Address Post Code
Billing Country Code
Billing Address
Phone
Fax
website
TaxNumber
Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Project Title
Project Notes
Timesheet Approval Required by Default
Is Task Required On Timesheet
Start Date
EndDate
Budget Amount
Budget Hours
Project Status Code
Project Category IDFK
Project Billable Type Code
Project Budget Type Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project ID
Timesheet Category ID
Billable
Payable
Rate Amount
Budget Hours
Cost Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Schedule Series ID
Leave User ID
Leave Hours Per Day
Leave Type ID
Leave Notes
Leave Start Date
Leave End Date
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File Name + ext.Required
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
Company NameRequired
Currency Code
Billing Address Line
Billing Address City
Billing Address State
Billing Address Post Code
Billing Country Code
Billing Address
Phone
Fax
website
TaxNumber
Comments
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
Field(s) Required to Trigger
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustom Activity V 2 Instructions
Custom Activity TypeRequired
Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Direction
Template ID
User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Old Status ID
Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Object TypeRequired
ActionRequired
User ID
Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
New Status Type
Old Status ID
Old Status Type
Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed?
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Contact IDRequired
DirectionRequired
Message TextRequired
Local PhoneRequired
Remote PhoneRequired
External WhatsApp Message IDRequired
Integration Link
Response To Activity ID
Activity At
Attachments
Send to Inbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
MetricsRequired
Date RangeRequired
Users
groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricsRequired
Date RangeRequired
Users
Groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Send Done EmailRequired
Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Phone Number
Direction
Duration
Outcome
Text
Recording URL
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact
StatusRequired
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report breakdownRequired
PipelineRequired
Report typeRequired
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
WorkflowRequired
Send emails from
Assign calls to
Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Date Created
StatusRequired
Date Scheduled
Local PhoneRequired
Remote PhoneRequired
Text
Template
SourceRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Object IDRequired
Custom Object TypeRequired
Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Assigned To
Text
Date
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Direction
Note
User ID
Date Range
Outcome
Find First Call on Lead
Lead ID
Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appNote Contains Words Starting With...
Lead ID
Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow
Contact ID
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Email
Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
Lead
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote Contains Words Starting With...
Lead IDRequired
Or Search by Note ID
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Bill Created
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Deleted
Triggers when a company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Deleted
Triggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Estimate Created
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Updated
Triggers when an estimate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Deleted
Triggers when an expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Sent
Triggers when a new Invoice is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new contact Company is created.
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 Timesheet Entry
Trigger when a new timesheet entry is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
Triggers when a new Project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Schedule Series Deleted
Triggers when a schedule series record is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Deleted
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Timesheet Entry Deleted
Triggers when an timesheet entry is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.QuantityRequired
Unit PriceRequired
Inventory Item IDFK
Inventory Item Name
Description
Tax IDFK
Tax Name
Tax Percent
Discount
Estimate Prefix
Estimate Number
CompanyIDFK
Company Name
First Name
Last Name
Email
Currency Code
Exchange Rate
Invoice Template IDFK
Subject
Customer PO Number
Date Issued
Estimate Tax Config Code
Due Date
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
SectionRequired
Task Type
TitleRequired
Description
Assigned To
Task Priority
Start Date
Date Due
Estimated Effort
Name
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Amount
Payment Number
Date Issued
Transaction Prefix
Company ID
Exchange Rate
Transaction Reference
Notes
Payment Provider Code
Currency Code
Bill Transaction ID
Allocation Amount
Allocation Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense DateRequired
UserID
User Email
Expense CategoryID
Expense Category Name
is Chargeable
is Reimbursable
Quantity
CustomerID
CustomerName
ProjectID
Project Name
TaskID
CurrencyCode
Exchange Rate
Amount
TaxID
Tax Name
Transaction Tax Config Code
Group Trip Name
Expense Payment MethodID
Merchant
Merchant Tax Number
Notes
File Attachment IDs
Verify And Save
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Timesheet Allowed
Timesheet Approver
Expense Approver
Timesheet Approval Required
Can Create Tasks
Can Delete Tasks
Can Comment On Tasks
Can Update Tasks
Project ID
User ID
Cost Amount
Rate Amount
Budget Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserIDFK
Hours Per Day
Total Duration
Duration Type
Schedule On Days Off
ProjectIDFK
CategoryIDFK
TaskIDFK
Notes
Start Date
End Date
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project ID
Title
Start Date UTC
End Date UTC
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Section IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Timesheet Timer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search
Project Code
Company ID
Timesheet User ID
Page Number
Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Contact EmailRequired
FirstnameRequired
LastnameRequired
Currency Code
Company Billing Address
Position Title
Mobile
Phone
Update Existing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Project Timesheet CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entry Date FromRequired
Entry Date ToRequired
Project ID
Task ID
is Invoiced
Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entry Date FromRequired
Entry Date ToRequired
User ID
User Email
Category Name
Project ID
is Billable
is Invoiced
is Timer Running
include Invoice Details
Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Project
Section
Assigned To
Title
Description
Start Date
Date Due
Task Priority
Estimated Effort
Task Status Code
Percent Complete
Name
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense IDRequired
Expense Date
Expense CategoryID
is Chargeable
is Reimbursable
Quantity
CustomerID
ProjectID
TaskID
CurrencyCode
Exchange Rate
Amount
TaxID
Transaction Tax Config Code
Group Trip Name
Expense Payment MethodID
Merchant
Merchant Tax Number
Notes
File Attachment IDs
Verify And Save
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Timesheet Allowed
Timesheet Approver
Expense Approver
Timesheet Approval Required
Can Create Tasks
Can Delete Tasks
Can Comment On Tasks
Can Update Tasks
Project IDRequired
User IDRequired
Cost Amount
Rate Amount
Budget Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Schedule Series ID
User ID
Hours Per Day
Total Duration
Duration Type
Schedule on Days Off
Project ID
Category ID
Task ID
Notes
Start Date
End Date
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TimeSheet Entry IDRequired
Project IDRequired
Timesheet Category ID
Task ID
Duration
Entry Date
Has Start End Time
Notes
Custom Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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