Joblogic + QuickBooks Online
Add new Joblogic customers to QuickBooks Online
Do you store customers in QuickBooks Online, but don't like the hassle of manually entering them into other systems? It's your lucky day! This Zapier template will automatically add new customer data from QuickBooks Online into your Joblogic account.
Do you store customers in QuickBooks Online, but don't like the hassle of manually entering them into other systems? It's your lucky day! This Zapier template will automatically add new customer data from QuickBooks Online into your Joblogic account.
- When this happens...
New CustomerTriggered when you add a new customer.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create CustomerCreates a new customer
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggered when you add a new account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggered when you add a new customer.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggered when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Vendor
Triggered when a new vendor is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Currency
Global Tax Calculation
Description
AmountRequired
Billable?
Customer
Class
AccountRequired
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Send Later?
Billing Address
Credit Memo Date
Credit Memo Number
Class
AmountRequired
Service Date
Product/Service
Description
Quantity
Rate
Tax
Class
Message Displayed On Credit Memo
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Number
Line AmountRequired
Line Description
Line Item/Product
Line Item Quantity
Line Item Tax Code
Line Item Service Date
Rate
Expiration Date
Message displayed on estimate
Billing Address
Shipping Address
Shipping amount
Bill Email
Send later
Discount Value
Discount Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
SKU
Category
Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
AmountRequired
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Total AmountRequired
Unapplied Amount
Transaction Date
Payment Method
Payment Reference Number
Deposit To Account
Line Amount
Memo
Line Linked Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund FromRequired
Customer
Email
Billing Address
Refund Receipt Date
Refund Receipt Number
Transaction Class
Payment Method
Check Number
Print Later?
Product/ServiceRequired
AmountRequired
Service Date
Description
Quantity
Rate
Tax
Class
Message Displayed On Refund Receipt
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales ReceiptRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Phone
Mobile
Fax
Other
Website
Print On Check As
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption Details
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
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
List Contacts (Beta)
Triggers when there's a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustomer IdRequired
Site IdRequired
Job IdRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planList Part (Beta)
Triggers when a new part is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustomer Auto Id
Site Auto Id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planList Supplier (Beta)
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planList Customers (Beta)
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planQuote Unique IdRequired
Site Contact Level Ids
Customer Contact Level Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote Uniqiue IdRequired
Reason
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line Unique IdRequired
Delivery DateRequired
Set Job as Part To Fit
Pass Dicount
Delivered By UserId
Quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity Unique IdRequired
Entity TypeRequired
Is Primary
First NameRequired
Last Name
Telephone
Email
Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External IdRequired
Customer NameRequired
Address 1
Address 2
Address 3
Address 4
Postcode
Telephone
Customer Type
Reference Number
Contact First Name
Contact Last Name
Contact Telephone
Contact Email
Contact Position
Tags
Account Number
VAT Number
Account Manager
Enable Billing Address
Billing Name
Billing Address1
Billing Address2
Billing Address3
Billing Address4
Billing Postcode
Billing Telephone
Billing Email Address
Billing Account Number
Invoice Payment Due
Invoice Payment Term
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IdRequired
Tag
Raised By User Id
DescriptionRequired
Price Per Unit
Quantity
Tax Code IdRequired
Nominal Code Id
Discount Amount
Discount Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Unique IdRequired
Payment DateRequired
Payment AmountRequired
Payment TypeRequired
Nominal Code UniqueId
Payment Notes
Payment Type Other Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Background ColorRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EntityIdRequired
Entity TypeRequired
Note TextRequired
Date Added
IsPrivate
Attachment Link
Attachments Name
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IdRequired
DescriptionRequired
QuantityRequired
Price Per UnitRequired
Tax Rate
Part Unique Id
Number
Discount
Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External IdRequired
Customer Unique IdRequired
Site NameRequired
Address 1
Address 2
Address 3
Address 4
Postcode
Telephone
Region
Reference Number
Contact First Name
Contact Last Name
Contact Telephone
Contact Email
Contact Position
Tags
Enable Billing Address
Billing Name
Billing Address1
Billing Address2
Billing Address3
Billing Address4
Billing Postcode
Billing Telephone
Billing Email Address
Billing Account Number
Account Number
Account Manager
Order Number
Site Type Unique Id
Preferred Engineer Id
Selling Rate Id
Parent Site Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email AddressRequired
Address1
Address2
Address3
Address4
Postcode
Telephone
Account Number
Tax Code Unique Id
IsSendPO
Subcontractor Template Unique Id
Trade Unique Ids
Area Unique Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Unique IdRequired
Attachment
File Name
Invoice NumberRequired
Invoice DateRequired
Reference Number
Invoice Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Unique IdRequired
Price Per UnitRequired
Line Item DescriptionRequired
Tax Code Unique IdRequired
Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IdRequired
Base64 File
File Name
Invoice NumberRequired
Invoice DateRequired
Tax Rate
Amount
Discount
Type
Nominal Code
Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External IdRequired
Site Unique Id
Equipment Class
Description
Number
Notes
Make
Model
Location
Serial Number
Installation Date
Labour Warranty Expiry Date
Asset Warranty Expiry Date
Estimated Replacement Date
Quantity
Reference Number
Is Suspended
Equipment Library
QR Code
Contain Refrigerant
Total Charge
Gas Type
Budget Replacement Cost
Asset Condition
System Id
Tags
Action TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Condition Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact level unique IdRequired
Entity IdRequired
Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Line IdRequired
Invoice idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Category Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Part Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Unique idRequired
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.Site Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subcontractor PO Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Line Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tax Code Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Area Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Condition Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity Unique IdRequired
Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Credit Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Category Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nominal Code Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Part Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Staff Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tax Code Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Visit Auto IdRequired
Include Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote Unique IdRequired
Reverted By User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeywordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeywordRequired
Include Inactive
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Job Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Reports
Only Include Favourite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Site Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Subcontractor Purchase Order
PO Status
Completion Status
Date Raised StartRequired
Date Raised End
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Auto IdRequired
Date RaisedRequired
Date DueRequired
Order Number
Account Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Category Unique IdRequired
DescriptionRequired
Background Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Unique idRequired
Account NumberRequired
Estimated Delivery Date
Reference Number
Additional Instructions
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subcontractor Purchase Order Unique IdRequired
Subcontractor Unique IdRequired
Account NumberRequired
Estimated Completion Date
Additional Instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External IDRequired
Supplier Unique IdRequired
Supplier NameRequired
Address1
Address2
Address3
Address4
Postcode
Account Number
Reference Number
Part Library Id
Contact First Name
Contact Last Name
Contact Primary Telephone
Contact Secondary Telephone
Contact Email
Contact Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Unique IdRequired
Equipment Class
DescriptionRequired
Number
Notes
Make
Model
Location
Serial Number
Installation Date
Labour Warranty Expiry Date
Asset Warranty Expiry Date
QuantityRequired
Reference Number
Is Suspended
Tags
Equipment Library
QR Code
Estimated Replacement Date
Contain Refrigerant
Total Charge
Gas Type
Budget Replacement Cost
Asset Condition Unique Id
System Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Condition Unique IdRequired
Condition
Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Engineer Auto IdRequired
Gas Registration Number
Electrical Registration Number
Oil Registration Number
Fgas Registration Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Unique IdRequired
First Name
Last Name
Telephone
Email
Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Unique IdRequired
Customer Name
Address1
Address2
Address3
Address4
Postcode
Telephone
Customer Type
Reference Number
Tags
Account Number
VAT Number
Account Manager
Enable Billing Address
Billing Name
Billing Address1
Billing Address2
Billing Address3
Billing Address4
Billing Postcode
Billing Telephone
Billing Email Address
Billing Account Number
Invoice Payment Due
Invoice Payment Term
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Auto IdRequired
Date Raised
Date Due
Order Number
Account Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment Unique IdRequired
Payment Date
Payment Amount
Payment Type
Nominal Code UniqueId
Payment Notes
Payment Type Other Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Category Unique IdRequired
Description
Background Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique IdRequired
Code
Description
Nominal Code Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Part Category Unique IdRequired
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Unique idRequired
Account Number
Estimated Delivery Date
Reference Number
Additional Instructions
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IdRequired
Date LoggedRequired
Job TypeRequired
Job Category
Assigned To User IdRequired
Title
DescriptionRequired
Reference
Priority Level
Source Unique Id
Trade Unique Id
Chance Of Sale
Expiry Date
Sale Date
Tags
Next Contact Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site Unique IdRequired
Site NameRequired
Address1
Address2
Address3
Address4
Postcode
Telephone
Region
Reference Number
Tags
Enable Billing Address
Billing Name
Billing Address1
Billing Address2
Billing Address3
Billing Address4
Billing Postcode
Billing Telephone
Billing Email Address
Billing Account Number
Account Number
Account Manager
Order Number
Site Type Unique Id
Preferred Engineer Id
Selling Rate Id
Parent Site Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique IdRequired
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subcontractor Purchase Order Unique IdRequired
Subcontractor Unique Id
Account Number
Estimated Completion Date
Additional Instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Line Unique IdRequired
Price Per Unit
Description
Tax Code Unique Id
Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External Id
Supplier Unique IdRequired
Supplier Name
Address 1
Address 2
Address 3
Address 4
Postcode
Account Number
Reference Number
Part Library ID
Contact First Name
Contact Last Name
Contact Primary Telephone
Contact Secondary Telephone
Contact Email
Contact Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique IdRequired
Code
Value
Description
IsDefault
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Estimate
Triggered when you add a new estimate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggered when an existing customer is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Bill Number
Line Item
Line Description
AmountRequired
Qty
Unit Price
Line Class
AP Account
Customer
Due Date
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Global Tax Calculation
Product/Service
Description
Qty
Rate
AmountRequired
Billable?
Customer
Line Class
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Display Name
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payee TypeRequired
Payment TypeRequired
Bank/Credit AccountRequired
Payment Date
Payment Method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal Date
Journal Number
AccountRequired
Debit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
AccountRequired
Credit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line AmountRequired
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Line Item Tax Code
Line Item Class
Transaction Date
Total Discount
Payment Method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Currency
Exchange Rate
Class
Tax Code
Total Tax
Tax Calculation
Shipping Tax
Shipping Cost
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Purchase Order Status
Mailing Address
Shipping Address
Purchase Order Date
Ship Via
Purchase Order Number
Account
Description
Amount
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Customer
Class
Your Message to Vendor
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Customer
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
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.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Full NameRequired
Display Name
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer 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 foundCustomer IdRequired
Site IdRequired
Job IdRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustomer Auto Id
Site Auto Id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate RaisedRequired
Raised By IdsRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planList Site (Beta)
Triggers when there's a new site.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planQuote Unique IdRequired
Approved By User Id
Order Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Unique IdRequired
Site Contact Level Ids
Customer Contact Level Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Line Unique IDRequired
Complete DateRequired
Set Job Complete?
Add Job Line
Completed By User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site Unique IdRequired
First Warning Message
First Warning Show
Second Warning Message
Second Warning Show
Third Warning Message
Third Warning Show
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External IdRequired
Site Unique IdRequired
Equipment Class
DescriptionRequired
Number
Notes
Make
Model
Location
Serial Number
Installation Date
Labour Warranty Expiry Date
Asset Warranty Expiry Date
Estimated Replacement Date
QuantityRequired
Reference Number
Is Suspended
Equipment Library
QR Code
Contain Refrigerant
Total Charge
Gas Type
Budget Replacement Cost
Asset Condition Unique Id
System Id
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ConditionRequired
Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Auto IdRequired
Raised By User IdRequired
Credit Reason
Line DescriptionRequired
Line PricePerUnitRequired
Line QuantityRequired
Line Tax Code Unique IdRequired
Line Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Auto IdRequired
DescriptionRequired
Price Per Unit
Quantity
Tax Code IdRequired
Nominal Code Unique Id
Discount Amount
Discount Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External IdRequired
Customer Unique IdRequired
Site Unique IdRequired
DescriptionRequired
StatusRequired
Job TypeRequired
Job Category
Priority Level
Order Number
Reference Number
Date LoggedRequired
Preferred Appointment Date
Target Completion Date
Date Complete
Tags
Contact First Name
Contact Last Name
Contact Telephone
Contact Email
Contact Position
Trade
Owner User Id
Next Contact Date
Is Require Approval
Quoted Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
Description
Nominal Code Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External IdRequired
NumberRequired
DescriptionRequired
QuantityRequired
Unit Of Measure
Price Per UnitRequired
Sell Per Unit
Make
Model
Part Reference
Part Library IdRequired
Part Category Unique Id
Tax Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier Unique IdRequired
Job Unique IdRequired
Account NumberRequired
Estimated Delivery Date
Delivery Address TypeRequired
Delivery Name
Delivery Address 1
Delivery Address 2
Delivery Address 3
Delivery Address 4
Delivery Postcode
Delivery Telephone
Reference Number
Tags
Line DescriptionRequired
Line QuantityRequired
Line Price Per UnitRequired
Line TaxRateRequired
Line Part Unique Id
Line Number
Line DiscountRequired
Line Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IdRequired
Site IdRequired
Contact
Telephone
Email Address
Parent Job Id
Job TypeRequired
Job Category
Assigned To User IdRequired
Title
DescriptionRequired
Reference
Priority Level
Source Unique Id
Trade Unique Id
Chance Of Sale
Expiry Date
Sale Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Unique IdRequired
Sub Contractor Unique IdRequired
Account NumberRequired
Estimated Completion Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Unique IdRequired
Price Per UnitRequired
DescriptionRequired
Tax Code Unique IdRequired
Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External IdRequired
NameRequired
Address 1
Address 2
Address 3
Address 4
Postcode
Account Number
Reference Number
Part Library ID
Contact First Name
Contact Last Name
Contact Primary Telephone
Contact Secondary Telephone
Contact Email
Contact Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
Value
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Area unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Class Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nominal Code Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Part Category Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line Item Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report Auto IdRequired
Mark As Passed To Accounts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Class Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Credit Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Engineer Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Payment Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Part Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Part Category Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique Id of PriorityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subcontractor Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line Item Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique Id of TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote Uniqiue IdRequired
ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Credit
Start Date
End Date
Customer Auto Id
Site Auto Id
Job Auto Id
PPM Contract Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Keyword
Tag Unique Ids
Start Date
End Date
Customer Auto Id
Site Auto Id
Job Auto Id
PPM Contract Id
Exclude Invoice Id
Payment Statuses
Get Summary
Include Standard Invoices
Include PPM Invoices
Include Customer Grouped Invoices
Include SOR Invoices
Include Related Job Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Purchase Orders
PO Type
Date Raised Start DateRequired
Date Raised End Date
PO Status
Delivery Status
Invoice Status
Tag Unique Id
Owner Unique Id
Raised By Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeywordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Subcontractor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TaskRequired
Include Inactive
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Condition Unique IdRequired
ConditionRequired
Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment Unique IdRequired
Payment DateRequired
Payment AmountRequired
Payment TypeRequired
Nominal Code UniqueId
Payment Notes
Payment Type Other Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line Unique IdRequired
DescriptionRequired
QuantityRequired
Price Per UnitRequired
Tax Rate
Part Unique Id
Number
Discount
Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique IdRequired
NameRequired
EmailAddressRequired
Address1
Address2
Address3
Address4
Postcode
Telephone
Account Number
IsActive
TaxCodeId
IsSendPO
Subcontractor TemplateId
TradeI ds
Area Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line Unique IdRequired
Line Item DescriptionRequired
Tax Code Unique IdRequired
Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Area Unique IdRequired
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Class Unique IdRequired
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Unique IdRequired
Equipment Class
Description
Number
Notes
Make
Model
Location
Serial Number
Installation Date
Labour Warranty Expiry Date
Quantity
Reference Number
Is Suspended
Tags
Equipment Library
QR Code
Estimated Replacement Date
Budget Replacement Cost
Asset Condition Unique Id
System Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Unique IdRequired
First NameRequired
Last Name
Telephone
Email
Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Unique IdRequired
Customer NameRequired
Address1
Address2
Address3
Address4
Postcode
Telephone
Customer Type
Reference Number
Tags
Account Number
VAT Number
Account Manager
Enable Billing Address
Billing Name
Billing Address1
Billing Address2
Billing Address3
Billing Address4
Billing Postcode
Billing Telephone
Billing Email Address
Billing Account Number
Invoice Payment Due
Invoice Payment Term
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique IdRequired
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Line Auto IdRequired
Invoice Auto IdRequired
DescriptionRequired
Price Per Unit
Quantity
Tax Code IdRequired
Nominal Code Id
Discount Amount
Discount Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Unique IdRequired
DescriptionRequired
StatusRequired
Job TypeRequired
Job Category
Priority Level
Order Number
Reference Number
Date LoggedRequired
Preferred Appointment Date
Target Completion Date
Date Complete
Next Contact Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Unique idRequired
Description
Status
Job Type
Job Category
Priority Level
Order Number
Reference Number
Date Logged
Preferred Appointment Date
Target Completion Date
Date Complete
Tags
Next Contact Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Part Unique IdRequired
NumberRequired
DescriptionRequired
QuantityRequired
Unit Of Measure
Price Per UnitRequired
Sell Per Unit
Make
Model
Part Reference
Part Library Id
Part Category Unique Id
Tax Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Part Unique IdRequired
Part Number
Part Description
Quantity
Unit Of Measure
Price Per Unit
Sell Per Unit
Make
Model
Part Reference
Part Library Auto Id
Part Category Unique Id
Tax Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line Unique IdRequired
Description
Quantity
Price Per Unit
Tax Rate
Part Unique Id
Number
Discount
Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote idRequired
Date Logged
Job TypeRequired
Assigned To User IdRequired
Job CategoryRequired
Title
Description
Custom Reference
Source IdRequired
Priority LevelRequired
Trade IdRequired
Expiry Date
Sale DateRequired
Next Contact Date
Chance Of SaleRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site Unique IdRequired
Site Name
Address1
Address2
Address3
Address4
Postcode
Telephone
Region
Reference Number
Tags
Enable Billing Address
Billing Name
Billing Address1
Billing Address2
Billing Address3
Billing Address4
Billing Postcode
Billing Telephone
Billing Email Address
Billing Account Number
Account Number
Account Manager
Order Number
Site Type Unique Id
Preferred Engineer Id
Selling Rate Id
Parent Site Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unique IdRequired
Name
Email Address
Address1
Address2
Address3
Address4
Postcode
Telephone
Account Number
Is Active
Tax Code Unique Id
IsSendPO
Subcontractor Template Unique Id
Trade Unique Ids
Area Unique Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Unique IdRequired
Attachment
File Name
Invoice NumberRequired
Invoice DateRequired
Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line Unique IdRequired
Line Item Description
Tax Code Unique Id
Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IdRequired
Base64 File
File Name
Invoice NumberRequired
Invoice DateRequired
Tax Rate
Amount
Discount
Nominal Code
Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Joblogic
Joblogic is a field service management software to connect your field staff to the back-office and manage all individual workflows simultaneously.
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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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