Create clients in Invoice Ninja from new contacts in Xero
This workflow gets activated when a new contact is added in Xero and it transfers that information to create a client in Invoice Ninja. This seamless integration enables you to efficiently manage your newly added contacts and their corresponding client profiles, without the need for repetitive data entry. Save your valuable time and improve business productivity with this simplified operation.
- When this happens...

New ContactTriggers when you add a new contact.TriggerPolling - automatically do this!

Create ClientCreates a new clientActionWrite
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- OrganizationRequired
- Days_overdueRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Trigger_info
- OrganizationRequired
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Purchase Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Status
- Change
- Contact
- Trigger_preference
- Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Item CodeRequired
- NameRequired
- Description
- Is SoldRequired
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is PurchasedRequired
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is TrackedRequired
- Inventory Asset Account
- Cost of Goods Sold Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Transaction_typeRequired
- ContactRequired
- Bank AccountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact NameRequired
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Warning_message
- Credit Note IDRequired
- Allocation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- First NameRequired
- Middle Names
- Last NameRequired
- Date of BirthRequired
- Title
- EmailRequired
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Email_address
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Reference
- Line_items_type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency_rate
- AmountRequired
- Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery_date
- Order Number
- Reference
- Theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- EmployeeRequired
- First NameRequired
- Middle Names
- Last NameRequired
- Date of BirthRequired
- Title
- EmailRequired
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Quote IDRequired
- Quote Number
- Status
- ContactRequired
- Date
- Expiry
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Resource typeRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Contact NameRequired
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
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
New ClientTriggers when a new client is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New InvoiceTriggers when a new invoice is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ProjectTriggers when a new project is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Sent InvoiceTriggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update ClientTriggers when a client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update PaymentTriggers when a payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client Name
- Group
- First Name
- Last Name
- Email
- Phone
- Language Code
- Currency Code
- Id Number
- VAT Number
- Phone
- Street Address
- Apt/Suite
- City
- State/Province
- Postal Code
- Country Code
- Shipping Street Address
- Shipping Apt/Suite
- Shipping City
- Shipping State/Province
- Shipping Postal Code
- Shipping Country Code
- Private Notes
- Public Notes
- Website
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- Design
- Send Email
- Email Template
- Auto-Bill Invoice
- Download PDF
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product Key
- Notes
- Price
- Quantity
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- Design
- Send Email
- Email Template
- Download PDF
- Mark Sent
- Number
- Discount
- PO Number
- Date
- Valid Until
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client
- Project
- Description
- Rate
- Start Date/Time
- End Date/Time
- Duration (Hours)
- Duration (Minutes)
- Duration (Seconds)
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search FieldRequired
- Search ValueRequired
- Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Download PDF
- Client IDRequired
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
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- Search FieldRequired
- Search ValueRequired
- Product Key
- Notes
- Price
- Quantity
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
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- Search FieldRequired
- Search ValueRequired
- Download PDF
- Client IDRequired
- Design
- Send Email
- Email Template
- Mark Sent
- Number
- Discount
- PO Number
- Date
- Valid Until
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
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
- OrganizationRequired
- Status
- Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Report TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Project State
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Quote Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- Invoice IDRequired
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- CodeRequired
- NameRequired
- TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Email_address
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact Number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Repeated Invoice Schedule
- Invoice Creation: Frequency TypeRequired
- Invoice Creation: Frequency (Period)Required
- Due Date Type: Payment TermsRequired
- Set Due Dates (Days)Required
- Start Date:Required
- End Date
- StatusRequired
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Purchase OrderRequired
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- Invoice_idRequired
- Contact
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Invoice_number
- Line_amount_types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Invoice IDRequired
- Include PDF File
- Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
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
New CreditTriggers when a new credit is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New PaymentTriggers when a new payment is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New QuoteTriggers when a new quote is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Sent QuoteTriggers when a quote is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update InvoiceTriggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update QuoteTriggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client IDRequired
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Download PDF
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Payment Date
- Invoice
- Amount
- Payment Type
- Transfer Reference
- Private Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- NameRequired
- Task Rate
- Private Notes
- Public Notes
- Task Rate
- Budgeted Hours
- Due Date
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- Design
- FrequencyRequired
- Due Date
- Start Date
- Remaining Cycles
- Mark Ready
- Auto-Bill
- Discount
- PO Number
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search FieldRequired
- Search ValueRequired
- Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Include Deleted
- Client Name
- Group
- First Name
- Last Name
- Email
- Phone
- Language Code
- Currency Code
- Id Number
- VAT Number
- Street Address
- Apt/Suite
- City
- State/Province
- Postal Code
- Country Code
- Shipping Street Address
- Shipping Apt/Suite
- Shipping City
- Shipping State/Province
- Shipping Postal Code
- Shipping Country Code
- Private Notes
- Public Notes
- Website
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
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- Search FieldRequired
- Search ValueRequired
- Download PDF
- Client IDRequired
- Design
- Send Email
- Email Template
- Auto-Bill Invoice
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
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- Search FieldRequired
- Search ValueRequired
- Include Deleted
- ClientRequired
- NameRequired
- Task Rate
- Private Notes
- Public Notes
- Budgeted Hours
- Due Date
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
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







