Create integrations between CallTrackingMetrics and Run my Accounts to automate any workflow
WHEN THIS HAPPENS
New Call
AUTOMATICALLY DO THIS
Create AR Invoice With Line ItemsEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect CallTrackingMetrics and Run my Accounts 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.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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 Call
Triggers when you receive a new call.
Try ItNew Invoices
Trigger to fetch newly created invoices.
Try ItInvoice NumberRequired
DatepaidRequired
Amount PaidRequired
Payment Account NumberRequired
Memo
Source
Invoice NumberRequired
CurrencyRequired
Invoice DateRequired
DuedateRequired
Customer NumberRequired
Customer NameRequired
Customer Address1
Customer Address2
Customer Zipcode
Customer City
Customer Country
Customer Email
Customer Contact Salutation
Customer Contact Firstname
Customer Contact Lastname
Customer Taxnumber
Customer Terms
Bank Name
Bank Address 1
Bank Address 2
Bank ZIP Code
Bank City
Bank Country
Bank IBAN
Bank Bic
Customer Phone
Customer Mobile
Customer Fax
Customer State
Invoice Description
Notes
Tax Included
Department
ESR Number
Part NumberRequired
Part Quantity
Part SellpriceRequired
Part Description
Part Discount
Part Unit
Payment Account
Order Number
Internal Notes
New Customers
Triggers new customers in Run my Accounts.
Try ItNew Payments
Payments on accounts receivables.
Try ItInvoice NumberRequired
CurrencyRequired
Invoice DateRequired
DuedateRequired
Vendor NumberRequired
Vendor NameRequired
Vendor Contact Salutation
Vendor Contact Firstname
Vendor Contact Lastname
Vendor Address1
Vendor Address2
Vendor Zipcode
Vendor City
Vendor Country
Vendor Email
Vendor Taxnumber
Vendor Payment Account Number
Vendor Terms
Bank Name
Bank Address 1
Bank Address 2
Bank ZIP Code
Bank City
Bank Country
Bank IBAN
Bank Bic
Vendor Phone
Vendor Mobile
Vendor Fax
Vendor State
Invoice Description
Notes
Tax Included
Department
ESR Number
Part NumberRequired
Part Quantity
Part SellpriceRequired
Part Description
Part Discount
Part Unit
Payment Account
Order Number
Internal Notes
Customer NumberRequired
Name
Type of Contact
Contact Firstname
Contact Lastname
Address1
Address2
Zipcode
City
Country
Email
Taxnumber
Contact Salutation
Phone
Fax
Payment Account
Terms
Remittance Voucher
About CallTrackingMetrics
CallTrackingMetrics is the only digital platform that uses call tracking intelligence to inform contact center automation—resulting in a more personalized customer experience. Discover which marketing campaigns are generating leads and conversions, and use that data to automate call flows and power your contact center.
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