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How Zapier works
Zapier makes it easy to integrate Email by Zapier with inFakt - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Inbound Email" from Email by Zapier.
Add your action
An action happens after the trigger—such as "Create Client" in inFakt.
You’re connected!
Zapier seamlessly connects Email by Zapier and inFakt, 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.
- Account_wide_copy
- Email address type
Try ItTriggerInstant- Zap_id
- Free_test_limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
ActionWrite- Invoice status filter
Try ItTriggerPolling- Client ID
- Client company name
- Client first name
- Client last name
- Client email
- Client phone number
- Client NIP
- Client street
- Client street number
- Client flat number
- Client city
- Client post code
- Client country
- Client business type
- Invoice date
- Sale date
- Payment method
- Payment date
- Currency
- Notes
- Service/product name
- Quantity
- Unit
- Net price (PLN)
- VAT rate
- VAT exemption reason ID
- Send invoice via email?
ActionWrite
- Setup Directions
Try ItTriggerInstant- New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - How to handle duplicates?
- Identify duplicates by
- What to do if Polish NIP is invalid?
- Business activity kind
- First name
- Last name
- Company name
- NIP / VAT ID (tax ID)
- Email
- Phone number
- Website
- Street
- Street number
- Flat/apartment number
- City
- Postal code
- Country code
- Internal note
- Receiver name
- Default days to payment
- Default payment method
- Default invoice note
ActionWrite- Invoice UUIDRequired
- Paid date
ActionWrite
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