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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
Now it's time for action
And that's it! You've just created a Zap.
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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.
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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.
Appointment Accepted
Triggers when an appointment is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Cancelled
Triggers when an appointment is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Declined
Triggers when an appointment is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment on Route
Triggers when an appointment status changed to on route.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Status Changed
Triggers when appointment status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Authorised
Triggers when an expense is authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Updated
Triggers when an expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Item Updated
Triggers when an item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Authorised
Triggers when a job is Authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Completed
Triggers when a job is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job on Hold
Triggers when a job status is changed to On Hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Rejected
Triggers when a lead is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Appointment
Triggers when a new job appointment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Item
Triggers when a new Item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Approved
Triggers when a purchase order is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Paid
Triggers when a purchase order is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Accepted
Triggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Updated
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer TypeRequired
Customer NameRequired
Full NameRequired
Email Address
Telephone
AddressRequired
City
County
Postcode
Country
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Invoice DateRequired
Due Date
Terms
Internal Notes
Customer Notes
Purchase Order Ref
Job Order Ref
Item CodeRequired
Item Description
Account Code
Tax Rate
Quantity
Discount Type
Discount Value
Cost Price
Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Job Type
Start DateRequired
Complete ByRequired
Short DescriptionRequired
Description
Customer Notes
Internal Notes
Item Code
Description
Quantity
Cost Price
Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier NameRequired
Customer Name
Purchase DateRequired
Payment Terms
Supplier Notes
Delivery Notes
Internal Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier NameRequired
Full NameRequired
Email Address
Telephone
AddressRequired
City
County
Postcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer NameRequired
Full NameRequired
AddressRequired
Customer TypeRequired
Email Address
Telephone
City
County
Postcode
Country
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSupplier NameRequired
Full NameRequired
Email Address
Telephone
AddressRequired
City
County
Postcode
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundUpdate Coupon
Updates an existing Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Customer
Updates an existing Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Order Note
Creates a new Order Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a new Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product Stock Quantity
Manage the stock quantity and stock status of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Subscription
Creates a new Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Subscription
Updates an existing Subscription.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update User Membership
Updates an existing User Membership.
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.Find Customer
Finds a Customer by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Order Note
Finds an Order Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product
Finds a Product or Variation by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Subscription
Finds a Subscription by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Coupon
Finds a Coupon by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Order Note
Finds an Order Note by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Product
Finds a Product or Variation by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Subscription
Finds a Subscription by searching.
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
Appointment Action Required
Triggers when an appointment status is action required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Completed
Triggers when an appointment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment on Hold
Triggers when an appointment status is changed to on hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment on Site
Triggers when an appointment status is changed to on site.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Updated
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Paid
Triggers when an expense is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Cancelled
Triggers when an invoice is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Action Required
Triggers when a job status is changed to Action Required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Cancelled
Triggers when a job is Cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job in Progress
Triggers when a job status is changed to In Progress.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Status Changed
Triggers when a job status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Authorised
Triggers when a lead is authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Updated
Triggers when a purchase order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Rejected
Triggers when a quote is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Updated
Triggers when a supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense NameRequired
Net AmountRequired
VAT AmountRequired
Expense DateRequired
Reference
Billable?
Authorised?
Paid?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item TypeRequired
Item CategoryRequired
Item NameRequired
Item CodeRequired
Cost PriceRequired
PriceRequired
Item Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Company NameRequired
Email AddressRequired
TelephoneRequired
Mobile
Address
City
County
Postcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Quote Date
Expiry Date
Preferred Job Date
Preferred Job Time
Description
Customer Notes
Terms
Internal Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Full NameRequired
AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appItem CodeRequired
Item TypeRequired
Item CategoryRequired
Item NameRequired
Cost PriceRequired
PriceRequired
Item Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundItem TypeRequired
Item CategoryRequired
Item NameRequired
Item CodeRequired
Cost PriceRequired
PriceRequired
Item Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCreate Coupon
Creates a new Coupon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Customer
Creates a new Customer.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Order
Creates a new Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Order
Updates an existing Order.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product Price
Manage the regular price or sale price of an existing Product or Variation by SKU or ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Updates an existing Product or Variation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Subscription Note
Creates a new Subscription Note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create User Membership
Creates a new User Membership.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Welcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Coupon
Finds a Coupon by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Membership Plan
Finds a Membership Plan by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Order
Finds an Order by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Subscription Note
Finds a Subscription Note by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind User Membership
Finds a User Membership by searching.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Customer
Finds a Customer by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Order
Finds an Order by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create Subscription Note
Finds a Subscription Note by searching.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFind or Create User Membership
Finds a User Membership by searching.
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