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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Appointment Accepted" from Eworks Manager.

Add your action

An action happens after the trigger—such as "Create Customer" in ZarMoney.

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Zapier seamlessly connects Eworks Manager and ZarMoney, 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.

Appointment Accepted
Triggers when an appointment is accepted.
Trigger
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Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
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Appointment Declined
Triggers when an appointment is declined.
Trigger
Instant
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Appointment on Route
Triggers when an appointment status changed to on route.
Trigger
Instant
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Appointment Status Changed
Triggers when appointment status is changed.
Trigger
Instant
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Expense Authorised
Triggers when an expense is authorised.
Trigger
Instant
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Expense Updated
Triggers when an expense is updated.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Item Updated
Triggers when an item is updated.
Trigger
Instant
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Job Authorised
Triggers when a job is Authorised.
Trigger
Instant
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Job Completed
Triggers when a job is completed.
Trigger
Instant
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Job on Hold
Triggers when a job status is changed to On Hold.
Trigger
Instant
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Job Updated
Triggers when a job is updated.
Trigger
Instant
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Lead Rejected
Triggers when a lead is rejected.
Trigger
Instant
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New Appointment
Triggers when a new job appointment is created.
Trigger
Instant
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New Expense
Triggers when a new expense is created.
Trigger
Instant
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New Item
Triggers when a new Item is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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Purchase Order Approved
Triggers when a purchase order is approved.
Trigger
Instant
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Purchase Order Paid
Triggers when a purchase order is paid.
Trigger
Instant
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Quote Accepted
Triggers when a quote is accepted.
Trigger
Instant
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Quote Updated
Triggers when a quote is updated.
Trigger
Instant
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- Customer Type
  Required
- Customer Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer Name
  Required
- Invoice Date
  Required
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item Code
  Required
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- Customer
  Required
- Job Type
- Start Date
  Required
- Complete By
  Required
- Short Description
  Required
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier Name
  Required
- Customer Name
- Purchase Date
  Required
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
Action
Write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Write
- Item Code
  Required
Action
Search
- Invoice Ref
  Required
Action
Search
- Purchase Order Ref
  Required
Action
Search
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
- Customer Type
  Required
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Search or write
Delete Customer
Triggers when a customer is deleted.
Trigger
Instant
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Delete Item
Triggers when an item is deleted.
Trigger
Instant
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New Expense
Triggers when a new expense is added.
Trigger
Instant
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Update Customer
Triggers when a customer is updated.
Trigger
Instant
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Update Item
Triggers when an item is updated.
Trigger
Instant
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New Vendor
Triggers when a new vendor is added.
Trigger
Instant
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- Customer ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Expense Type
  Required
Action
Write
- Customer ID
  Required
- Name
  Required
- Phone
- Alt Phone
- Fax
- Emails
- Contact
- Account Number
- Resale N umber
- Credit Limit
- Memo
- Website
- Salesperson Id
- Payment Term
- Payment Method
- Price Level
- Shipping Address Name
- Shipping Address Line1
- Shipping Address Line2
- Shipping Address C ity
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Billing Address Name
- Billing Address Line1
- Billing Address Line2
- Billing Address City
- Billing Address State Code
- Billing Address Zip Code
- Billing Address Country
- Class
Action
Write
- Item ID
  Required
- Name
  Required
- Item Type
  Required
Action
Write
- Name
  Required
- Phone
- Alt Phone
- Fax
- Emails
- Contact
- Account Number
- Credit Limit
- Eligible For 1099
- Balance
- Memo
- Payment Term
- Payment Method
- Billing Address Name
- Billing Address Line1
- Billing Address Line2
- Billing Address City
- Billing Address State Code
- Billing Address Zip Code
- Billing Address Country
Action
Write
- Id
  Required
Action
Search
- Name
  Required
Action
Search
- Id
  Required
- Expense Type
  Required
Action
Search or write
- Name
  Required
- Phone
- Alt Phone
- Fax
- Emails
- Contact
- Account Number
- Credit Limit
- Eligible For 1099
- Balance
- Memo
- Payment Term
- Payment Method
- Billing Address Name
- Billing Address Line1
- Billing Address Line2
- Billing Address City
- Billing Address State Code
- Billing Address Zip Code
- Billing Address Country
Action
Search or write

Appointment Action Required
Triggers when an appointment status is action required.
Trigger
Instant
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Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
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Appointment on Hold
Triggers when an appointment status is changed to on hold.
Trigger
Instant
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Appointment on Site
Triggers when an appointment status is changed to on site.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Expense Paid
Triggers when an expense is paid.
Trigger
Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
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Job Action Required
Triggers when a job status is changed to Action Required.
Trigger
Instant
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Job Cancelled
Triggers when a job is Cancelled.
Trigger
Instant
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Job in Progress
Triggers when a job status is changed to In Progress.
Trigger
Instant
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Job Status Changed
Triggers when a job status is changed.
Trigger
Instant
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Lead Authorised
Triggers when a lead is authorised.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
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New Supplier
Triggers when a new supplier is created.
Trigger
Instant
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Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Trigger
Instant
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Purchase Order Updated
Triggers when a purchase order is updated.
Trigger
Instant
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Quote Rejected
Triggers when a quote is rejected.
Trigger
Instant
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Supplier Updated
Triggers when a supplier is updated.
Trigger
Instant
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- Expense Name
  Required
- Net Amount
  Required
- VAT Amount
  Required
- Expense Date
  Required
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Item Code
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
Action
Write
- Full Name
  Required
- Company Name
  Required
- Email Address
  Required
- Telephone
  Required
- Mobile
- Address
- City
- County
- Postcode
- Country
Action
Write
- Customer Name
  Required
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
Action
Write
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
Action
Search
- Supplier Name
  Required
Action
Search
- Job Ref
  Required
Action
Search
- Quote Ref
  Required
Action
Search
- Item Code
  Required
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
Action
Search or write
New Customer
Triggers when a new customer is added.
Trigger
Instant
Try It
Delete Expense
Triggers when an expense is deleted.
Trigger
Instant
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Delete Vendor
Triggers when a vendor is deleted.
Trigger
Instant
Try It
New Item
Triggers when a new item is added.
Trigger
Instant
Try It
Update Expense
Triggers when an expense is updated.
Trigger
Instant
Try It
Update Vendor
Triggers when a vendor is updated.
Trigger
Instant
Try It
- Name
  Required
- Phone
- Alt Phone
- Fax
- Emails
- Contact
- Account Number
- Resale N umber
- Credit Limit
- Memo
- Website
- Salesperson Id
- Payment Term
- Payment Method
- Price Level
- Shipping Address Name
- Shipping Address Line1
- Shipping Address Line2
- Shipping Address C ity
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Billing Address Name
- Billing Address Line1
- Billing Address Line2
- Billing Address City
- Billing Address State Code
- Billing Address Zip Code
- Billing Address Country
- Class
Action
Write
- Expense ID
Action
Write
- Vendor ID
  Required
Action
Write
- Name
  Required
- Item Type
  Required
Action
Write
- Expense ID
  Required
- Expense Type
  Required
Action
Write
- Vendor ID
  Required
- Name
  Required
- Phone
- Alt Phone
- Fax
- Emails
- Contact
- Account Number
- Credit Limit
- Eligible For 1099
- Balance
- Memo
- Payment Term
- Payment Method
- Billing Address Name
- Billing Address Line1
- Billing Address Line2
- Billing Address City
- Billing Address State Code
- Billing Address Zip Code
- Billing Address Country
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
- Phone
- Alt Phone
- Fax
- Emails
- Contact
- Account Number
- Resale N umber
- Credit Limit
- Memo
- Website
- Salesperson Id
- Payment Term
- Payment Method
- Price Level
- Shipping Address Name
- Shipping Address Line1
- Shipping Address Line2
- Shipping Address C ity
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Billing Address Name
- Billing Address Line1
- Billing Address Line2
- Billing Address City
- Billing Address State Code
- Billing Address Zip Code
- Billing Address Country
- Class
Action
Search or write
- Name
  Required
- Item Type
  Required
Action
Search or write

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Connect Eworks Manager and ZarMoney 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

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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Learn about AI automation

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

HelpHelp

Related categories

Project Management

About ZarMoney

ZarMoney is a complete cloud accounting platform that offers invoicing, billing, income, and expense tracking, financial reporting, inventory management, and much more.