Joblogic + Salesforce
Joblogic + Salesforce
Joblogic + Salesforce integrations
Create Joblogic quotes from new Salesforce records
Do you store quotes in Salesforce, but need to import them into another system? This Zapier template will automatically add quotes from new Salesforce records into your Joblogic account.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.TriggerPolling - automatically do this!
Create QuoteTrigger when a Quote is CreatedActionWrite
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More things you can do with Salesforce and Joblogic
Discover other triggers and actions you can use with Salesforce and Joblogic
New Case AttachmentTriggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - FileRequired
- Title
- Description
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FlowRequired
- Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query TypeRequired
- Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
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- Customer IdRequired
- Site IdRequired
- Job IdRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Customer Auto Id
- Site Auto Id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Date RaisedRequired
- Raised By IdsRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
List Site (Beta)Triggers when there's a new site.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Quote 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.- Keyword
- Include Inactive
- Include Contact Level
- Page Number
- OrderBy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Keyword
- Include Inactive
- Page Number
- OrderBy
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 Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note ContentRequired
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Warning
- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
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.- SOSL QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
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 ZapPollingZapier checks for new data every 15 min on the Free plan - List Invoice (Beta)
Triggers when a new invoice ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Part (Beta)
Triggers when a new part is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Customer Auto Id
- Site Auto Id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- List Supplier (Beta)
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Customers (Beta)
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Quote 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.- 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.
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