JobTread + Truss (Payments) + Formatter by Zapier

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 Created
Triggers when a document is created.
TriggerInstant
automatically do this...
Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
ActionWrite
then do this!
Create Invoice
Creates an invoice in the system.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
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- OrganizationRequired
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Instant
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- OrganizationRequired
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Instant
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
- Limit files uploaded to this type (optional)
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- OrganizationRequired
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Instant
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- OrganizationRequired
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Instant
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- OrganizationRequired
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Instant
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- OrganizationRequired
Trigger
Instant
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- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
Action
Write
- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignees
Action
Write
- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
Action
Write
- OrganizationRequired
- Add Vendor Contact
Action
Write
- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
Action
Write
- OrganizationRequired
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- OrganizationRequired
- Location IdRequired
- Address
- Name
Action
Write
- OrganizationRequired
- Account Id
- Vendor name
Action
Write
- OrganizationRequired
- Customer Name
Action
Search
- OrganizationRequired
- Location Name
Action
Search
- OrganizationRequired
- Vendor Name
Action
Search
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- AddendaRequired
- TotalRequired
- 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

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Limit files updated to this type (optional)
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- JavaScript CodeRequired
Action
Write
- OrganizationRequired
- Comment MessageRequired
- Target TypeRequired
- Target IdRequired
- Assignee Emails
Action
Write
- OrganizationRequired
- Customer IDRequired
- NameRequired
- Title
Action
Write
- OrganizationRequired
- Location IDRequired
- Description
- Name
- Account ID
Action
Write
- OrganizationRequired
- NameRequired
- 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
Write
- OrganizationRequired
- Vendor IDRequired
- NameRequired
- Title
Action
Write
- Query (JSON)Required
Action
Write
- OrganizationRequired
- Job IdRequired
- Description
- Name
- Closed On
Action
Write
- OrganizationRequired
- Task IdRequired
- 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
- OrganizationRequired
- File URLsRequired
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- OrganizationRequired
- Job Number
- Job Name
Action
Search
- OrganizationRequired
- User Email
- User Name
Action
Search
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Payment Intent UID
Action
Write
- Payment Intent UIDRequired
Action
Write
- Payment Intent UIDRequired
- 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.

Related categories

Project Management

About Truss (Payments)

Truss (Payments) is a Construction Accounts Payable Automation Software

Related categories

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.

Learn more

JobTread + Truss (Payments) + Formatter by Zapier

Create invoices in Truss from new JobTread documents

Comment Created

Customer Contact Created

Customer Created

Daily Log Created

Document Created

Document Updated

File Created

Job Created

Task Created

Vendor Contact Created

Vendor Updated

Assign Access

Create Customer

Create Daily Log

Create Location

Create Vendor

Import Task Template

Update Customer

Update Location

Update Vendor

Find a Customer

Find a Location

Find a Vendor

Numbers

Utilities

Create Invoice

List Invoices

Comment Updated

Customer Contact Updated

Customer Updated

Daily Log Updated

Document Recipient Updated

Event Created

File Updated

Job Updated

Task Updated

Vendor Created

Code

Create Comment

Create Customer Contact

Create Job

Create Task

Create Vendor Contact

Query API

Update Job

Update Task

Upload Files

Find a Job

Find a Membership

Date / Time

Text

Cancel Invoice

Find Invoice

Update Invoice

About JobTread

Related categories

About Truss (Payments)

Related categories

About Formatter by Zapier

Related categories