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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.
- New Client
Triggers when a new client is created in Billbooks.
Try ItTriggerPolling - New Expense
Triggers when a new expense is recorded in Billbooks.
Try ItTriggerPolling - NameRequired
- Contact NameRequired
- Contact EmailRequired
- Contact Phone
- Address
- City
- State
- Zip Code
- Phone
- Country
- Registration No.
- Website
- Currency
- Payment Terms (days)
- Language
- Enable Client Portal
- Shipping Address
- Shipping City
- Shipping State
- Shipping Zip Code
- Shipping Phone
- Shipping Country
- Remarks
ActionWrite- DateRequired
- AmountRequired
- Category
- New Category
- Reference No.
- Vendor
- Notes
- Currency
- Client
- Billable
ActionWrite
- New Estimate
Triggers when a new estimate is created in Billbooks.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created in Billbooks.
Try ItTriggerPolling - ClientRequired
- Estimate DateRequired
- Estimate NumberRequired
- PO Number
- Expiry Date
- Currency
- Notes
- Terms
- Status
- Item ID
- Description
- QuantityRequired
- RateRequired
- Tax IDs
ActionWrite- ClientRequired
- Invoice DateRequired
- Invoice NumberRequired
- PO Number
- Due Terms (days)
- Due Date
- Currency
- Notes
- Terms
- Status
- Item ID
- Description
- QuantityRequired
- RateRequired
- Tax IDs
ActionWrite
For builders
Let your AI safely access Billbooks
Go beyond Zap workflows. Install Zapier in your AI to call Billbooks 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 Billbooks 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 Billbooks 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 Billbooks 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: "billbooks", owner: "me" });
await zapier.runAction({
app: 'billbooks',
action: 'create_client',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Billbooks Help & Support
Common questions
Related categories