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1. Choose trigger event

2. Choose action

1. Select the event

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Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Edit Customer" from Hellobooks.ai.

Add your action

An action happens after the trigger—such as "Custom Request" in Webhooks by Zapier.

You’re connected!

Zapier seamlessly connects Hellobooks.ai and Webhooks by Zapier, 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.

- Organization Id
  Required
- Entity Id
  Required
- DisplayName
  Required
- Customer Id
  Required
Trigger
Polling
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Get Available Events
Triggers when all subscribe event types get.
Trigger
Polling
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- Organization Id
  Required
- Entity Id
  Required
Trigger
Polling
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- Organization ID
  Required
- Entity ID
  Required
- Subscription ID
  Required
Trigger
Polling
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- Organization ID
  Required
- Entity ID
  Required
Trigger
Polling
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- Organization ID
  Required
- Entity ID
  Required
- Is Archived
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- Entity ID
  Required
- Subscription ID
  Required
Trigger
Polling
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- Organization Id
  Required
- Entity Id
  Required
- Search Query
Trigger
Polling
Try It
- Organization Id
  Required
- Entity Id
  Required
- AddressType
  Required
- Customer Id
  Required
- Country
  Required
- Province
  Required
- City
  Required
- address id
  Required
Trigger
Polling
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- Organization ID
  Required
- Entity ID
  Required
- Display Name
  Required
- Vendor ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- Entity ID
  Required
- Vendor ID
  Required
- Contact ID
  Required
- Name
  Required
- Email
- Phone
- Role
Trigger
Polling
Try It
- Organization Id
  Required
- Entity Id
  Required
- DisplayName
  Required
Action
Write
- Organization Id
  Required
- Entity Id
  Required
- InvoiceNumber
  Required
- IssuedDate
  Required
- PayeeRef
  Required
- PayeeType
  Required
- DueDate
  Required
- ExpectedPaymentDate
  Required
- Currency
  Required
- InvoiceClass
  Required
- TaxType
  Required
- Status
- ItemRef
  Required
- AccountHeadRef
  Required
- Description
  Required
- Amount
  Required
- Quantity
  Required
- Rate
  Required
- TaxableAmount
  Required
- Unit
  Required
Action
Write
- Organization ID
  Required
- Entity ID
  Required
- Account Ref
  Required
- Payment Amount
  Required
- Payment Method
  Required
- Payee Ref
  Required
- Payee Type
  Required
- Document Type
  Required
- Document Reference ID
  Required
- Applied Amount
  Required
Action
Write
- Organization Id
  Required
- Entity Id
  Required
- QuoteNumber
  Required
- QuoteType
  Required
- IssueDate
  Required
- ExpiryDate
  Required
- PayeeRef
  Required
- PayeeType
  Required
- Description
  Required
- ItemRef
  Required
- Amount
  Required
- Quantity
  Required
- Rate
  Required
- Currency
  Required
- Status
  Required
- TaxAmount
  Required
- TaxableAmount
  Required
- TotalPayableAmount
  Required
- TotalTaxAmount
  Required
- TotalTaxableAmount
  Required
Action
Write
- Organization ID
  Required
- Entity ID
  Required
- Display Name
  Required
Action
Write
- Organization Id
  Required
- Entity Id
  Required
- Subscription Id
  Required
Action
Write
- Organization Id
  Required
- Entity Id
  Required
- Webhook Name
  Required
- Webhook Url
  Required
- Events
  Required
- Status
  Required
- Webhook Id
  Required
Action
Write
- Pick off a Child Key
Trigger
Instant
Try It
- Method
  Required
- URL
  Required
- Data Pass-Through?
- Data
- Unflatten
- Basic Auth
- Headers
- Return Raw Response
Action
Write
- URL
  Required
- Payload_type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write

- Organization ID
  Required
- Entity ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- Entity ID
  Required
- Include archived bills
Trigger
Polling
Try It
- Organisation ID
  Required
- Entity ID
  Required
- Search Query
Trigger
Polling
Try It
- Organisation ID
  Required
- Entity ID
  Required
- Search Query
Trigger
Polling
Try It
- Organization ID
  Required
- Entity ID
  Required
- Is Archived
  Required
Trigger
Polling
Try It
- Organization Id
  Required
- Entity Id
  Required
Trigger
Polling
Try It
- Organization Id
  Required
- Entity Id
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- Entity ID
  Required
- Include archived invoices
Trigger
Polling
Try It
- Organization Id
  Required
- Entity Id
  Required
- CustomerId
  Required
- Name
  Required
- Email
- Phone
- Role
Trigger
Polling
Try It
- Organization ID
  Required
- Entity ID
  Required
- Vendor ID
  Required
- Address ID
  Required
- Address Type
- Country
- Province
- City
- Address Line 1
- Address Line 2
Trigger
Polling
Try It
- Organization ID
  Required
- Entity ID
  Required
- Issued Date
  Required
- Due Date
  Required
- Payee Ref
  Required
- Payee Type
  Required
- Account Ref
  Required
- Quantity
  Required
- Item Ref
  Required
- Rate
  Required
- Amount
  Required
- Description
  Required
- Approval Status
- Status
Action
Write
- Organization ID
  Required
- Entity ID
  Required
- Account Head Ref
  Required
- Amount
  Required
- Date
  Required
- Expense Type
  Required
- Payee Ref
  Required
- Payee Type
  Required
- Description
Action
Write
- Organization Id
  Required
- Entity Id
  Required
- Name
  Required
- ItemCode
  Required
- Type
  Required
- Description
  Required
- Category
  Required
- Status
  Required
- SellingPrice
  Required
- AveragUnitCost
  Required
- CurrentStock
  Required
- ReorderLevel
  Required
- PackagingUnit
  Required
- LeadTimeDays
  Required
- UomRefId
  Required
- BaseUnitRefId
  Required
- ConversionFactor
  Required
- Currency
  Required
- TrackInventory
  Required
Action
Write
- Organization ID
  Required
- Entity ID
  Required
- Vendor Ref
  Required
- Transaction Date
  Required
- Account Head Ref
  Required
- Item Ref
  Required
- Description
  Required
- Quantity
  Required
- Rate
  Required
- Amount
  Required
- Status
- Bill Ref
  Required
Action
Write
- Organization Id
  Required
- Entity Id
  Required
- SalesCreditNoteNumber
  Required
- TxnDate
  Required
- PayeeRef
  Required
- PayeeType
  Required
- CustomerRef
  Required
- Currency
  Required
- Purpose
  Required
- SalesCreditNoteType
- Comment
- TotalAmount
  Required
- TotalTaxAmount
  Required
- TotalTaxableAmount
  Required
Action
Write
- Organisation ID
  Required
- Entity ID
  Required
- Webhook Name
  Required
- Webhook URL
  Required
- Events
  Required
- Status
Action
Write
- Organization Id
  Required
- Entity Id
  Required
- Webhook Id
  Required
Action
Write
Catch Raw Hook
Triggers when a POST, PUT, or GET request is made to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
Try It
- URL
  Required
- Key
- Deduplication Key
- Xpath
- Basic Auth
- Headers
Trigger
Polling
Try It
- URL
  Required
- Query String Params
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Headers
Action
Write
- URL
  Required
- Payload_type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect Hellobooks.ai and Webhooks by Zapier 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

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.

Learn how to automate Webhooks by Zapier on the Zapier blog

Make work flow with AI

Level up your Hellobooks.ai to Webhooks by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About Hellobooks.ai

Hellobooks.ai is an AI-powered bookkeeping tool that automates invoicing, expense tracking, and financial reporting for small businesses.

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Related categories

Accounting

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

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