Create integrations between CourseSight and QuickBooks Online to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
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
Now it's time for action
And that's it! You've just created a Zap.
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's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Dedicated Course Booking Added
Triggers when a new dedicated course booking is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delegate Added
Triggers when a delegate is booked on a course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delegate Course Completed
Triggers when a delegate completes a course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delegate Replaced
Triggers when a delegate is replaced on a course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Link Added
Triggers when a company link is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Link Removed
Triggers when a company link is removed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Material Order Changed
Triggers when the details of a material order changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Open Course Booking Changed
Triggers when the details of an open course booking changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Changed
Triggers when an order containing one or more order items is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Estimate
Triggered when you add a new estimate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Customer
Triggered when an existing customer is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - VendorRequired
- Bill Number
- Line_item
- Line_description
- AmountRequired
- Qty
- Unit Price
- Line_class
- AP Account
- Customer
- Due_date
- Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Global_tax_calculation
- Line_item
- Line_description
- Qty
- Unit Price
- AmountRequired
- Billable?
- Customer
- Line_class
- Tax_code
- AP Account
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Display_name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payee_typeRequired
- Payment_typeRequired
- AccountRequired
- Payment Date
- Payment_method
- Reference Number
- Print Later?
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment Date
- Journal_number
- AccountRequired
- Debit_amountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- AccountRequired
- Credit_amountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange_rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Memo
- Message displayed on estimate
- Line_amountRequired
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales_receipt_number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Currency
- Exchange_rate
- Class
- Tax_code
- Total_tax
- Tax_calculation
- Shipping_tax
- Shipping Cost
- Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Purchase Order Status
- Mailing_address
- Shipping_address
- Payment Date
- Ship Via
- Purchase Order Number
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Memo
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Line_amountRequired
- Line_item_tax_code
- Class
- Message displayed on estimate
- Memo
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Class
- Department
- Location
- Currency
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.- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Full NameRequired
- Display_name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
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
- Dedicated Course Booking Changed
Triggers when the details of a dedicated course booking changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delegate Cancelled
Triggers when a delegate is cancelled from an open course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delegate Moved
Triggers when a delegate is moved from one course to another.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delegate Updated
Triggers when the details of a delegate are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Link Changed
Triggers when the details of a company link changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Material Order Added
Triggers when a new material order is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Open Course Booking Added
Triggers when a new open course booking is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Added
Triggers when a new order containing one or more order items is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Account
Triggered when you add a new account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Customer
Triggered when you add a new customer.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggered when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Payment
Triggered when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales Receipt
Triggered when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Vendor
Triggered when a new vendor is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - VendorRequired
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Currency
- Global_tax_calculation
- Description
- AmountRequired
- Billable?
- Customer
- Class
- AccountRequired
- Tax_code
- AP Account
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Email
- Send Later?
- Billing_address
- Credit_memo_date
- Credit_memo_number
- Class
- AmountRequired
- Service_date
- Product/Service
- Description
- Quantity
- Rate
- Tax
- Line_class
- Message_displayed_on_credit_memo
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Bill Number
- Line_amountRequired
- Line_description
- Line Item/Product
- Line Item Quantity
- Line_item_tax_code
- Line Item Service Date
- Rate
- Expiration_date
- Message displayed on estimate
- Billing_address
- Shipping_address
- Shipping amount
- Bill Email
- Send Later?
- Discount_value
- Discount_percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Full NameRequired
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- SKU
- Category
- Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Line_amountRequired
- Line_item_tax_code
- Class
- Message displayed on estimate
- Memo
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Class
- Department
- Location
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Total AmountRequired
- Unapplied Amount
- Transaction Date
- Payment_method
- Payment Reference Number
- Deposit To Account
- Line_amountRequired
- Memo
- Line Linked Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Refund_fromRequired
- Customer
- Email
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment_method
- Check_number
- Print Later?
- Product/Service
- AmountRequired
- Service_date
- Description
- Quantity
- Rate
- Tax
- Class
- Message_displayed_on_refund_receipt
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales_receiptRequired
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Company
- Email
- Title
- First Name
- Middle name
- Last Name
- Suffix
- Display_name
- Phone
- Mobile
- Fax
- Other
- Website
- Print_on_check_as
- Notes
- Billing Address - Street
- Billing Address - City/Town
- Billing Address - State/Province
- Billing Address - ZIP code
- Billing Address - Country
- Shipping Address - Street
- Shipping Address - City/Town
- Shipping Address - State/Province
- Shipping Address - ZIP code
- Shipping Address - Country
- Exemption_details
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Bill Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full NameRequired
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
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