Connect Billbooks and Filter by Zapier to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Billbooks with Filter by Zapier - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client" from Billbooks.

Add your action

An action happens after the trigger—such as "Only continue if..." in Filter by Zapier.

You’re connected!

Zapier seamlessly connects Billbooks and Filter by Zapier, automating your workflow.

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.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is recorded in Billbooks.
Trigger
Polling
Try It
- Name
  Required
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
- Address
- City
- State
- Zip Code
- Phone
- Country
- Country Code (ISO, two letters)
- Registration No.
- Website
- Currency
- Payment Terms (days)
- Language
- Enable Client Portal
- Shipping Address
- Shipping City
- Shipping State
- Shipping Zip Code
- Shipping Phone
- Shipping Country
- Shipping Country Code (ISO, two letters)
- Remarks
Action
Write
- Date
  Required
- Amount
  Required
- Category
- New Category
- Reference No.
- Vendor
- Notes
- Currency
- Client
- Billable
Action
Write
- Name
  Required
- Type
  Required
- Rate
  Required
- SKU
- HSN Code
- Description
- Unit
- Track Inventory
- Opening Stock
- Tax IDs
Action
Write

- Name
  Required
- Contact Email
Action
Search
- Only continue if...
  Required
Action
Filter

New Estimate
Triggers when a new estimate is created in Billbooks.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created in Billbooks.
Trigger
Polling
Try It
- Self_feed_warning
- Client
  Required
- Estimate Date
  Required
- Estimate Number
  Required
- PO Number
- Expiry Date
- Currency
- Notes
- Terms
- Status
- Item ID
- Description
- Quantity
  Required
- Rate
  Required
- Tax IDs
Action
Write
- Self_feed_warning
- Client
  Required
- Invoice Date
  Required
- Invoice Number
  Required
- PO Number
- Due Terms (days)
- Due Date
- Currency
- Notes
- Terms
- Status
- Item ID
- Description
- Quantity
  Required
- Rate
  Required
- Tax IDs
Action
Write
- Search Query
  Required
- Max Results
Action
Search
- Name
  Required
- Contact Email
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
- Address
- City
- State
- Zip Code
- Phone
- Country
- Country Code (ISO, two letters)
- Registration No.
- Website
- Currency
- Payment Terms (days)
- Language
- Enable Client Portal
- Shipping Address
- Shipping City
- Shipping State
- Shipping Zip Code
- Shipping Phone
- Shipping Country
- Shipping Country Code (ISO, two letters)
- Remarks
Action
Search or write

For AI agents & developers

Use Billbooks and Filter by Zapier with AI agents and code

Beyond Zap workflows. Call Billbooks and Filter by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Billbooks and Filter by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Client
Only continue if...

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Billbooks and Filter by Zapier actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* billbooks / filter action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Billbooks and Filter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Filter by Zapier on the Zapier blog

Make work flow with AI

Level up your Billbooks to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Billbooks

Billbooks is a cloud invoicing app to manage billing, quotes, items, expenses, scheduling and bank reconciling

HelpHelp

Related categories

Proposal & Invoice Management

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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