JobTread + Truss (Payments) + Formatter by Zapier

JobTread + Truss (Payments) integrations

Create invoices in Truss from new JobTread documents

Previously, without QuickBooks Online, JobTread users had to manually enter duplicate invoice information in Truss and JobTread. Using this Zap, whenever you create an invoice in JobTread, it will be automatically sent to Truss and created for you and for your customer to view and make payments on, saving you both time and headaches.

When this happens...
Document CreatedTriggers when a document is created.
TriggerInstant
automatically do this...
NumbersWork with numeric data to do math operations, reformat currencies, and more (with line-item support).
ActionWrite
then do this!
Create InvoiceCreates an invoice in the system.
ActionWrite

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Discover other triggers and actions you can use with JobTread, Formatter by Zapier, and more

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- Organization
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- Organization
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- Organization
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- Organization
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- Organization
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- Limit files uploaded to this type (optional)
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- Organization
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- Organization
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- Organization
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- Organization
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- Assignee
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- Target Type
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- Target Id
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- Notify
Action
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- Organization
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- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- Organization
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- Job ID
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- Date
  Required
- Notes
- Notify assignees
- Assignees
Action
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- Organization
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- Account ID
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- Location Name
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- Location Address
Action
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- Organization
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- Add Vendor Contact
Action
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- Organization
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- Target Type
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- Target Id
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- Task Template Name
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- Start Date and Time
- Notify
Action
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- Organization
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- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- Organization
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- Location Id
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- Address
- Name
Action
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- Organization
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- Account Id
- Vendor name
Action
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- Organization
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- Customer Name
Action
Search
- Organization
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- Location Name
Action
Search
- Organization
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- Vendor Name
Action
Search
- Transform
  Required
Action
Write
- Transform
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Action
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- Addenda
  Required
- Total
  Required
- Due Date
- Memo
- Note
- Send Email
- Send SMS
- Contact UID
- Contact Name
- Contact Email
- Contact Secondary Email
- Contact Phone Number
Action
Write
List Invoices
Gets a list of all invoices in the system.
Action
Write

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- Organization
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- Organization
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- Organization
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- Organization
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- Organization
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- Organization
  Required
- Limit files updated to this type (optional)
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- Organization
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- Organization
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- Organization
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- JavaScript Code
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Action
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- Organization
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- Comment Message
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- Target Type
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- Target Id
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- Assignee Emails
Action
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- Organization
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- Customer ID
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- Name
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- Title
Action
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- Organization
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- Location ID
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- Description
- Name
- Account ID
Action
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- Organization
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- Name
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- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Assigned Emails
- Task Type Name
Action
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- Organization
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- Vendor ID
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- Name
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- Title
Action
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- Query (JSON)
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Action
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- Organization
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- Job Id
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- Description
- Name
- Closed On
Action
Write
- Organization
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- Task Id
  Required
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- Organization
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- File URLs
  Required
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- Organization
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- Job Number
- Job Name
Action
Search
- Organization
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- User Email
- User Name
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- Payment Intent UID
Action
Write
- Payment Intent UID
  Required
Action
Write
- Payment Intent UID
  Required
- Addenda
- Due Date
- Memo
- Note
- Resend Email
- Total
Action
Write

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

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Related categories

Project Management

About Truss (Payments)

Truss (Payments) is a Construction Accounts Payable Automation Software

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Related categories

Beta

Payment Processing

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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Documents

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