Create sales invoices in Xero for new or updated placements in JobAdder
Easily streamline your invoicing process with this efficient workflow. When a new placement or a status change occurs in JobAdder, it instantly generates a sales invoice in Xero. This takes the hassle out of manual data entry by ensuring financial documentation aligns with job placement activity. Simplify your administrative tasks and focus more on successful placements.
Easily streamline your invoicing process with this efficient workflow. When a new placement or a status change occurs in JobAdder, it instantly generates a sales invoice in Xero. This takes the hassle out of manual data entry by ensuring financial documentation aligns with job placement activity. Simplify your administrative tasks and focus more on successful placements.
- When this happens...Placements - New or Status Changed
Triggers when a new Placement record is created and/or its status is changed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
ActionWriteCreate a new record or update an existing record in your app.
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Select entity added to folderRequired
Select folderRequired
ID for specific sample data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Retained Invoice Sent
Triggers when a retained invoice is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.When to TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job Ad Posted
Triggers when a new job ad is posted on a job board. Will trigger multiple times if posted on multiple job boards
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Application IDRequired
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IDRequired
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Status
Owner
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job TitleRequired
Job Description
Work TypeRequired
Number of Jobs
Job OwnerRequired
Status
Location
Company
Recruiter/s
Amount
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Placement IDRequired
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IDRequired
First Name
Last Name
Email
Salutation
Mobile
Phone
Date of Birth
Emergency Contact
Emergency Phone
Unsubscribed
Candidate Status
Candidate Internal Rating
Candidate Summary
Seeking?
Recruiter/s
Street Line 1
Street Line 2
City
State
Postal Code
Country Code (Alpha-2)
LinkedIn
Facebook
Twitter
Employer
Positon
Work Type
Salary Rate Per
Salary Rate
Position
Work Type
Salary Rate Per
Minimum Salary Rate
Maximum Salary Rate
Immediately?
Relative Unit
Relative Period
From Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Summary
Company Status
Owner
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Application ID
Candidate ID
Job ID
Job Ad ID
Active Applications Only?
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany ID
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Order ID
Job Title
Owner ID
Company Name
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appApplication IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate IDRequired
DocumentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlacement IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany ID
Company NameRequired
Status
Owner
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundJob Order ID
Job TitleRequired
Job OwnerRequired
Company Name
Company
Job Description
Work TypeRequired
Number of Jobs
Status
Location
Recruiter/s
Amount
Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
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
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
TypeRequired
ContactRequired
Date
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.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.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.OrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
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
Job Ad Expired
Triggers when a job ad has expired on a job board. Will trigger multiple times if posted on multiple job boards
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Interviews Created By
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select entity removed from folderRequired
Select folderRequired
ID for specific sample data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate IDRequired
Document TypeRequired
FilenameRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Salutation
Mobile
Phone
Date of Birth
Emergency Contact
Emergency Phone
Unsubscribed
Candidate Source
Candidate Status
Candidate Internal Rating
Candidate Summary
Recruiter/s
Street Line 1
Street Line 2
City
State
Postcode
Country Code (Alpha-2)
LinkedIn
Facebook
Twitter
Employer
Position
Work Type
Salary Rate Per
Salary Rate
Position
Work Type
Salary Rate Per
Minimum Salary Rate
Maximum Salary Rate
Immediately?
Relative Unit
Relative Period
From Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Phone
Mobile
Unsubscribed
Salutation
Status
Company
Position
Owner
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Order IDRequired
Note TypeRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Application IDRequired
Application StatusRequired
Note Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IDRequired
Categories
Sub Categories
Skills
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
First Name
Last Name
Email
Phone
Mobile
Unsubscribed
Salutation
Contact Status
Company
Position
Owner
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate ID
Email
Find Full Name
Find Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ID
Email
Find Full Name
Find Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appPlacement ID
Candidate Full Name
Candidate ID
Company Full Name
Company ID
Placement Approved?
Placement Type
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate ID
EmailRequired
Find Full Name
Find Mobile
First NameRequired
Last NameRequired
Salutation
Mobile
Phone
Date of Birth
Emergency Contact
Emergency Phone
Unsubscribed
Candidate Source
Candidate Status
Candidate Internal Rating
Candidate Summary
Recruiter/s
Street Line 1
Street Line 2
City
State
Postcode
Country Code (Alpha-2)
LinkedIn
Facebook
Twitter
Employer
Position
Work Type
Salary Rate Per
Salary Rate
Position
Work Type
Salary Rate Per
Minimum Salary Rate
Maximum Salary Rate
Immediately?
Relative Unit
Relative Period
From Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact ID
EmailRequired
Find Full Name
Find Company ID
First NameRequired
Last NameRequired
Phone
Mobile
Unsubscribed
Salutation
Status
Company
Position
Owner
LinkedIn
Facebook
Twitter
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Status
Change
Contact
Trigger Preference
Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
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
Invoice IDRequired
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.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.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 appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
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