BigCommerce + Xero + Maximizer CRM
Log new BigCommerce orders into Maximizer notes and generate Xero invoices
Is there too much of a gap between your orders and accounting? Keep everything up-to-date and running smoothly without wasting time on more paperwork with this Zap. It will seamlessly log every new BigCommerce order into Maximizer notes, ensuring real-time tracking and organized records. Additionally, once you've set it up, every time a new order is placed on BigCommerce, an invoice will be created on Xero, so you can issue it as soon as you're ready.
Is there too much of a gap between your orders and accounting? Keep everything up-to-date and running smoothly without wasting time on more paperwork with this Zap. It will seamlessly log every new BigCommerce order into Maximizer notes, ensuring real-time tracking and organized records. Additionally, once you've set it up, every time a new order is placed on BigCommerce, an invoice will be created on Xero, so you can issue it as soon as you're ready.
- When this happens...
Order CreatedTriggers when a new order is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this...
Create NoteCreates new Note for Address Book/Opportunity/Lead/Case entry
ActionWriteCreate a new record or update an existing record in your app. - then do this!
Create Sales InvoiceCreates a new sales invoice (Accounts Receivable).
ActionWriteCreate a new record or update an existing record in your app.
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Customer Created
Triggers when an new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter by Channel ID
Filter by Status ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shipment Created
Triggers when a new shipment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Address Updated
Triggers when a customer address is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Status Updated
Triggers when an order status have changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
First NameRequired
Last NameRequired
Company
Phone
Registration IP Address
Notes
Tax Exempt Category
Customer Group ID
ID
Force Password Reset
New Password
Accepts Product Review Abandoned Cart Emails
Store Credit Amounts
Origin Channel ID
Channel IDs
Name
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
TypeRequired
Sku
Description
WeightRequired
Width
Depth
Height
PriceRequired
Cost Price
Retail Price
Sale Price
Map Price
Tax Class Id
Product Tax Code
Categories
Brand Id
Inventory Level
Inventory Warning Level
Inventory Tracking
Fixed Cost Shipping Price
Is Free Shipping
Is Visible
Is Featured
Related Products
Warranty
Bin Picking Number
Layout File
Upc
Search Keywords
Availability Description
Availability
Gift Wrapping Options Type
Gift Wrapping Options List
Sort Order
Condition
Is Condition Shown
Order Quantity Minimum
Order Quantity Maximum
Page Title
Meta Keywords
Meta Description
View Count
Preorder Release Date
Preorder Message
Is Preorder Only
Is Price Hidden
Price Hidden Label
Url
Is Customized
Open Graph Type
Open Graph Title
Open Graph Description
Open Graph Use Meta Description
Open Graph Use Product Name
Open Graph Use Image
Gtin
Mpn
Reviews Rating Sum
Reviews Count
Total Sold
Custom Fields ID
Custom Fields NameRequired
Custom Fields ValueRequired
Bulk Pricing Rules ID
Bulk Pricing Rules Quantity Min
Bulk Pricing Rules Quantity Max
Bulk Pricing Rules Type
Bulk Pricing Rules Amount
Images Image File
Images Is Thumbnail?
Images Sort order
Images Description
Images Image URL
Images ID
Images Product ID
Images URL Zoom
Images URL Standard
Images URL thumbnail
Images URL Tiny
Images Date modified
Videos Title
Videos Description
Videos Sort order
Videos Type
Videos Video ID
Videos ID
Videos Product ID
Videos Length
Variants Cost Price
Variants Price
Variants Sale Price
Variants Retail Price
Variants Weight
Variants Width
Variants Height
Variants Depth
Variants Is free shipping?
Variants Fixed cost shipping price
Variants Purchasing disabled
Variants Purchasing disabled message
Variants UPC
Variants Inventory level
Variants Inventory warning level
Variants BIN Picking number
Variants Product ID
Variants SKU
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Company
ID
Customer Group
ActionThis is an event a Zap performs.SearchFind existing data in your appName
SKU
ID
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Company
Customer ID
First NameRequired
Last NameRequired
Address 1Required
Address 2
CityRequired
State Or ProvinceRequired
Postal CodeRequired
Country CodeRequired
Phone
Address Type
Customer IdRequired
Id
Country
Name
Value
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
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Case
Triggers when Case entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planParent TypeRequired
Category
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Opportunity
Triggers when Opportunity reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Task
Triggers when Task reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Address Book Entry
Creates new company, individual or contact in your Address Book
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Case
Creates new Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Favourite List
Creates new Favourite list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead Entry
Creates new Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Opportunity Entry
Creates new Opportunity entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add User Defined Fields (UDFs) to search criteria
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Case
Updates existing Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Lead Entry
Updates existing Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Opportunity
Updates existing Opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Appointment
Searches for existing Appointment entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Lead
Searches for existing Lead entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Opportunity
Searches for existing Opportunity entry
ActionThis is an event a Zap performs.SearchFind existing data in your appAdd User Defined Fields (UDFs) to search criteria
Sort by
Sort Order
Search Limit
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Lead entry
Find or Create Lead entry
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Customer Address Created
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter by Category ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Updated
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter by Channel ID
Filter by Status ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TitleRequired
Url
BodyRequired
Is Published
Meta Description
Meta Keywords
Author
Thumbnail Path
Tags
Published Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Company
Address 1Required
Address 2
CityRequired
State Or ProvinceRequired
Postal CodeRequired
Country CodeRequired
Phone
Address Type
Customer IdRequired
Id
Country
Name
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Company
Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Company
ID
Customer Group
First NameRequired
Last NameRequired
Phone
Registration IP Address
Notes
Tax Exempt Category
Customer Group ID
Force Password Reset
New Password
Accepts Product Review Abandoned Cart Emails
Store Credit Amounts
Origin Channel ID
Channel IDs
Name
Value
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
SKU
ID
TypeRequired
Description
WeightRequired
Width
Depth
Height
PriceRequired
Cost Price
Retail Price
Sale Price
Map Price
Tax Class Id
Product Tax Code
Categories
Brand Id
Inventory Level
Inventory Warning Level
Inventory Tracking
Fixed Cost Shipping Price
Is Free Shipping
Is Visible
Is Featured
Related Products
Warranty
Bin Picking Number
Layout File
Upc
Search Keywords
Availability Description
Availability
Gift Wrapping Options Type
Gift Wrapping Options List
Sort Order
Condition
Is Condition Shown
Order Quantity Minimum
Order Quantity Maximum
Page Title
Meta Keywords
Meta Description
View Count
Preorder Release Date
Preorder Message
Is Preorder Only
Is Price Hidden
Price Hidden Label
Url
Is Customized
Open Graph Type
Open Graph Title
Open Graph Description
Open Graph Use Meta Description
Open Graph Use Product Name
Open Graph Use Image
Gtin
Mpn
Reviews Rating Sum
Reviews Count
Total Sold
Custom Fields ID
Custom Fields NameRequired
Custom Fields ValueRequired
Bulk Pricing Rules ID
Bulk Pricing Rules Quantity Min
Bulk Pricing Rules Quantity Max
Bulk Pricing Rules Type
Bulk Pricing Rules Amount
Images Image File
Images Is Thumbnail?
Images Sort order
Images Description
Images Image URL
Images ID
Images Product ID
Images URL Zoom
Images URL Standard
Images URL thumbnail
Images URL Tiny
Images Date modified
Videos Title
Videos Description
Videos Sort order
Videos Type
Videos Video ID
Videos ID
Videos Product ID
Videos Length
Variants Cost Price
Variants Price
Variants Sale Price
Variants Retail Price
Variants Weight
Variants Width
Variants Height
Variants Depth
Variants Is free shipping?
Variants Fixed cost shipping price
Variants Purchasing disabled
Variants Purchasing disabled message
Variants UPC
Variants Inventory level
Variants Inventory warning level
Variants BIN Picking number
Variants Product ID
Variants SKU
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEntry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Lead
Triggers when lead entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Task Entry
Triggers when there is a new or updated Task entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planConvert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Appointment
Creates new Appointment entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Personal Task
Creates new Personal Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Appointment
Updates existing Appointment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Favourite List
Updates existing Favourite List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Note
Updates existing Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Task
Updates existing Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Case
Searches for existing Case entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Note
Searches for existing Note entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task
Searches for existing Task entry
ActionThis is an event a Zap performs.SearchFind existing data in your appUser Key
First Name
Last Name
Email Address
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your appAdd User Defined Fields (UDFs) to search criteria
Sort by
Sort Order
Search Limit
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
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
About BigCommerce
BigCommerce is an e-commerce platform that provides an all-encompassing solution for a business' online store. If you're trying to sell physical goods online, you'll want to check out Bigcommerce.
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About Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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AccountingAbout Maximizer CRM
Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
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