Dropbox + Google Sheets + FreshBooks Integrations
How to connect Dropbox + Google Sheets + FreshBooks
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Do even more with Dropbox + Google Sheets + FreshBooks
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Dropbox, Google Sheets, and FreshBooks. And don’t forget that you can add more apps and actions to create complex workflows.
FolderRequired
Check a specific folder for new folders. Keep clicking to go inside folders. Please note: new folders added to folders inside the folder you choose here will NOT trigger this Zap.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolderRequired
Parent folder, like
/TextFiles/or/Documents/Taxes/.Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File you would like to move. Please use the Search powered field to find the file. Otherwise advanced users may type in full path name using Custom Value such as
/Folder1/Folder2/File Name.pdfNew LocationRequired
Where to move the file.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
Where to find the file that will be updated, or where to create the new file.
File NameRequired
Specify the name of the file. ".txt" will always be appended as the file extension.
File ContentRequired
Plain text content to append to the text file.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PathRequired
The path to be shared by the shared link, e.g.
/Documents/Taxesor/Documents/Taxes/notes.txt.Requested Visibility
The access permission that can be requested by the caller for the shared link. Note that the final resolved visibility of the shared link takes into account other aspects, such as team and shared folder settings.
Link Password
If Requested Visibility is Password this is needed to specify the password to access the link.
Expires At
Expiration time of the shared link. By default the link won't expire.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Dropbox are located here http://dropbox.github.io/dropbox-sdk-js/Dropbox.html
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
The folder to search in, like
/TextFiles/or/Documents/Taxes/. Keep clicking to go inside folders.File NameRequired
Include Deleted Files?
Include file contents?
Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Select the Business for which you would like to look for a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a New Client.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Filtered Invoice.
StatusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Payment.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Staff Member.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to Add a Payment to an Invoice.
AmountRequired
Date
Invoice IDRequired
Payment Type
Defaults to "Check" if left blank.
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Estimate.
CustomerRequired
Create DateRequired
Date estimate was created, YYYY-MM-DD format.
Estimate Number
User specified and visible estimate ID. Maximum length of 10 characters.
Organization
Name of organization being estimated.
First Name
First name of client on estimate.
Last Name
Last name of client on estimate.
Visibility State
Discount Value
Currency Code
Three-letter currency code for estimate.
Language
Two-letter language code, e.g. "en".
Terms
Address
First line of address on estimate.
PO Number
Post office box number for address on estimate.
Street
Street 2
City
Province
Zip Code
Country
Estimate
Associated estimate number. 0 if none.
Sent ID
User ID of the user who sent the estimate, typically 1 for admin.
Value Added Tax Name
Value Added Tax Number
Notes
Name
Name for the estimate line item(s). To add multiple line items,
Description
Description for the estimate line item(s).
Type
Type for estimate line item, 0 for normal estimate line.
Quantity
Quantity of the estimate line unit, multiplied against the unit cost.
Unit Cost Amount
Unit cost amount, to two decimal places.
Unit Cost Code
Three-letter currency code.
Tax Name 1
Name for the first tax on the estimate line.
Tax Amount 1
First tax amount, in percentage, up to 3 decimal places.
Tax Name 2
Name for the second tax on the estimate line.
Tax Amount 2
Second tax amount, in percentage, up to 3 decimal places.
Send to Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Invoice.
ClientRequired
Currency Code
Like USD, CAD, etc.
Date of Issue
Please choose a date for this invoice. If left blank, the current date will be used.
Days Due From Issue
Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Is this invoice paid.
Terms
Discount Amount
Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
Discount Description
Public note about discount.
Invoice Number
PO Number
Reference number for address on invoice.
Language
Two-letter language code, e.g. "en".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Invoice.
AmountRequired
String amount of the income, to two decimal places.
Amount CodeRequired
Three-letter currency code for amount.
Category NameRequired
AmountRequired
Amount of the tax, to two decimal places.
NameRequired
Name of the tax.
Date
The date the income was received, YYYY-MM-DD format.
Note
Payment Type
Optional type of payment made. "Check", "Credit", "Cash", etc.
Source
E.g. Shopify, Etsy, Farmers' Market
Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to create a recurring invoice.
ClientRequired
Currency Code
Like USD, CAD, etc.
Date of Issue
Please choose a date for this invoice. If left blank, the current date will be used.
Days Due From Issue
Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Terms
Discount Amount
Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
Discount Description
Public note about discount.
Invoice Number
PO Number
Reference number for address on invoice.
Language
Two-letter language code, e.g. "en".
FrequencyRequired
How often to send the invoice.
Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Send an Estimate.
Email RecipientsRequired
Email BodyRequired
Notice this field takes plain-text only.
Email SubjectRequired
EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create a Client.
Create if Client Does Not ExsistRequired
Select Yes if you would like to create the client if they do not exist in the system.
EmailRequired
First Name
Home Phone
Language
Last Name
Mobile Phone
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
The date the credit note is created for.
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Find a Customer.
Search FieldRequired
Choose a field to search upon.
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Select the Business for which you would like to Create a Client.
Search FieldRequired
Choose a field to search upon.
Search ValueRequired
EmailRequired
First Name
Home Phone
Language
Last Name
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
The date the credit note is created for.
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
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
FolderRequired
Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to folders inside the folder you choose here will NOT trigger this Zap.
Include file contents?
Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolderRequired
Where to save the file.
FileRequired
Must be a file object from another service (or some URL).
Overwrite
Whether we should overwrite this file (if one of the same name exists) or not.
Specify File Name
Advanced: By default, we use the same name as the file from the trigger. If you need to change the name, enter a value here. The original file extension will be appended.
Specify File Extension
Advanced: If you specify a file name, you can also specify an extension (include the initial ".").
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
Where to save the new file.
File NameRequired
Specify the name of the file. ".txt" will always be appended as the file extension.
File ContentRequired
Plain text content to put inside the new text file.
Overwrite
Whether we can overwrite this file (if one of the same name exists) or not.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File you would like to rename. Please use the Search powered field to find the file. Otherwise advanced users may type in full path name using Custom Value such as
/Folder1/Folder2/File Name.pdfNew NameRequired
What you'd like to rename the file too (without extension, ie .pdf).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
The folder to search in, like
/TextFiles/or/Documents/Taxes/. Keep clicking to go inside folders.Folder NameRequired
Include Deleted Folders?
ActionThis is an event a Zap performs.SearchFind existing data in your appFolderRequired
The folder to search in, like
/TextFiles/or/Documents/Taxes/. Keep clicking to go inside folders.Search TermRequired
Include file contents?
Note: File contents greater than 100MB will cause an error. Set this to NO to exclude file contents and avoid errors.
ActionThis is an event a Zap performs.SearchFind existing data in your appNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a New Expense.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to Add a Payment to an Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a new payment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to Add a Payment to an Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to Create a Client.
EmailRequired
First Name
Home Phone
Language
Last Name
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
The date the credit note is created for.
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Expense.
AmountRequired
CategoryRequired
Client
Date
Notes
Staff MemberRequired
Tax1 Amount
Tax1 amount for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Percent Tax1 Amount will not be used in favor of Tax1 Percent
Tax1 Percent
Tax1 percent for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Amount Tax1 Percent will be used to calculate amount
Tax1 Name
Required if there is a Tax1 Amount
Tax2 Amount
Tax amount for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Percent Tax2 Amount will not be used in favor of Tax2 Percent
Tax2 Name
Required if there is a Tax2 Amount
Tax2 Percent
Tax2 percent for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Amount Tax2 Percent will be used to calculate amount
Compounded Tax
Required if Tax2 is used, is Tax2 a compound tax?
Currency
Vendor
Duplicate Estimate?
Account Name
Transaction Id
Invoice Id
Status
Bank Name
External System ID
Has Receipt?
Background Job ID?
External Invoice ID
Markup Percent
Note of percent to mark expense up.
Project
Profile ID
Visibility State
Account System ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Invoice PDF.
InvoiceRequired
Select the Invoice for which you would like to create a PDF.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create a Project.
TitleRequired
Due Date
Project Type
Fixed Price
Fixed price used for flat rate projects
Rate
Hourly rate for hourly projects.
Budget
Active
Complete
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Expense.
Project
Task
Started AtRequired
Created At
DurationRequired
Duration of the time entry in seconds. Decimal values will result in an error
Is LoggedRequired
Internal?
Client IDRequired
Billed?
Billable?
Active?
Pending Client
Pending Project
Pending Task
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Send an Invoice.
Email Body
Notice this field takes plain-text only.
Email SubjectRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Update an Invoice.
ClientRequired
This will only be used if Create if Invoice Does Not Exist is yes.
Create if Invoice Does Not ExistRequired
Select Yes if you would like to create the invoice if it does not exist in the system.
Append Line Items on UpdateRequired
Select Yes if you would like to append line items on update. Default is to replace line items on update
Currency Code
Like USD, CAD, etc.
Date of Issue
Days Due From Issue
Adds days to assigned date to set due date. Due date will be the date of issue if left blank.
Invoice NumberRequired
Enter the full invoice number.
Language
Estimate
Active Payment Gateway
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Notes
PO Number
Terms
Discount Amount
Discount Description
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Find an invoice.
Search FieldRequired
Choose a field to search upon.
Search ValueRequired
If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Select the Business for which you would like to Create an Invoice.
Search FieldRequired
Choose a field to search upon.
Search ValueRequired
If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".
ClientRequired
Currency Code
Like USD, CAD, etc.
Date of Issue
Please choose a date for this invoice. If left blank, the current date will be used.
Days Due From Issue
Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Is this invoice paid.
Terms
Discount Amount
Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
Discount Description
Public note about discount.
Invoice Number
PO Number
Reference number for address on invoice.
Language
Two-letter language code, e.g. "en".
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
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