Invoiced + Zendesk Sell
Add Zendesk Sell deals in a designated stage as customers on Invoiced
Seamlessly bill newly won customers with this Invoiced-Zendesk Sell integration. Whenever a deal is moved to a certain stage the contact will be instantly added as a customer on Invoiced. With this integration, the finance team can kickoff billing immediately without needing a reminder from the sales team.
Seamlessly bill newly won customers with this Invoiced-Zendesk Sell integration. Whenever a deal is moved to a certain stage the contact will be instantly added as a customer on Invoiced. With this integration, the finance team can kickoff billing immediately without needing a reminder from the sales team.
- When this happens...
Deal Enters New StageTriggers when a deal enters a new stage.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this...Find Contact
Finds a contact by Contact ID, name or email address.
ActionSearchFind existing data in your app - then do this!
Create CustomerCreates a new customer.
ActionWriteCreate a new record or update an existing record in your app.
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New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Lead
Triggers when an existing lead is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last NameRequired
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Value
Currency
Hot
Owner
Pipeline
Stage
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource IDRequired
Resource TypeRequired
Sequence ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Status
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Related toRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
NameRequired
Description
SKU
Active
Max Discount
Max Markup
Unit Cost
Unit Cost Currency
Placeholder
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company ID
Company Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appSource ID
Source Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSource ID
Source Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSequence ID
Sequence Name
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Full Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID
First Name
Last Name
Email
First Name
Last NameRequired
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
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 foundLead ID
Company Name
First Name
Last Name
Email
First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Status
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
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 found
New Contact
Triggers when a new contact is created.
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.Invoice Paid in Full
Triggers when an invoice is paid in full.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription
Triggers when a new subscription is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CustomerRequired
Notes
AmountRequired
Currency
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email Address
Account Number
AutoPay
Payment Terms
Entity Type
Phone Number
Attention To
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Tax ID
Notes
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
NameRequired
QuantityRequired
Unit CostRequired
Invoice Number
Send?
Draft?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
AmountRequired
Currency
Date
Method
Reference
Notes
Invoiced
Type
Amount
Document Type
Estimate
Credit Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
PlanRequired
Quantity
Billing Cycles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Name
Email Address
AutoPay
Payment Terms
Entity Type
Phone Number
Attention To
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Tax ID
Notes
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Estimate #
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Account #
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompanyRequired
Name
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
First Name
Last Name
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Name
Primary Contact
Value
Currency
Hot
Owner
Pipeline
Stage
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SequenceRequired
Resource IDRequired
Resource TypeRequired
Sequence Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Status
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
SKU
Active
Max Discount
Max Markup
Unit Cost
Unit Cost Currency
Placeholder
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ContentRequired
Owner
Due Date
Alert
Related to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Name
First Name
Last Name
Email
Is Company?
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal ID
Deal Name
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Company Name
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct ID
Product Name
Product SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appStage ID
Stage Name
Pipeline Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany ID
Company Name
Email
NameRequired
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
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 foundDeal ID
Deal Name
NameRequired
Primary ContactRequired
Value
Currency
Hot
Owner
Pipeline
Stage
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProduct ID
Product Name
Product SKU
NameRequired
Description
SKU
Active
Max Discount
Max Markup
Unit Cost
Unit Cost Currency
Placeholder
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Credit Note
Triggers when a new credit note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Estimate
Triggers when a new estimate 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.Subscription Canceled
Triggers when a subscription is canceled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CustomerRequired
NameRequired
Email Address
Phone Number
SMS Enabled?
Billing Contact?
Title
Department
Address 1
Address 2
City
State
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
NameRequired
QuantityRequired
Unit CostRequired
Credit Note Number
Send?
Draft?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
NameRequired
QuantityRequired
Unit CostRequired
Estimate Number
Send?
Draft?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Quantity
Item Name
Description
Unit Cost
Item ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
NameRequired
ActionRequired
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Credit Note #
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Invoice #
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Account Number
Email Address
AutoPay
Payment Terms
Entity Type
Phone Number
Attention To
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Tax ID
Notes
Currency
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
About Zendesk Sell
Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
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