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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Poll for Unreviewed Transactions" from Lunch Money.

Add your action

An action happens after the trigger—such as "Create New Order" in Order Desk.

You’re connected!

Zapier seamlessly connects Lunch Money and Order Desk, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Start Date
- End Date
- Filter by Manual Account
- Filter by Plaid Account
- Is Group Parent
- Include Group Children
Trigger
Polling
Try It
- Name
  Required
- Institution Name
- Display Name
- Type
  Required
- Subtype
- Balance
  Required
- Balance As Of
- Currency
- Status
- Closed On
- External Id
- Custom Metadata
- Exclude From Transactions
Action
Write
- Name
  Required
- Description
- Text Color
- Background Color
- Archived
Action
Write
- Id
  Required
- Delete Items
- Delete Balance History
Action
Write
- Id
  Required
Action
Write

Get All Manual Accounts
Retrieve a list of all manually-managed accounts associated with the user's account.
Action
Write
- Start Date
- End Date
- Include Suggested
Action
Write

- Start Date
- End Date
- Created Since
- Updated Since
- Manual Account Id
- Plaid Account Id
- Recurring Id
- Category Id
- Tag Id
- Is Group Parent
- Status
- Is Pending
- Include Pending
- Include Metadata
- Include Split Parents
- Include Group Children
- Include Children
- Include Files
- Limit
- Offset
Action
Write
- Id
  Required
Action
Write
Get Current User
Get details about the user associated with the supplied authorization token.
Action
Write
- Id
  Required
- Start Date
- End Date
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Name
- Description
- Is Income
- Exclude From Budget
- Exclude From Totals
- Archived
- Group Id
- Child Category 1
- Child Category 2
- Child Category 3
Action
Write
- Id
  Required
- Name
- Description
- Archived
Action
Write
Order Folder Changed
Triggers when an order's folder is changed in Order Desk.
Trigger
Instant
Try It
- Folder
  Required
- Order ID
- Email
- Shipping Method
- Processor Response
- Tax Total
- Payment Type
- Payment Status
- Order Date
- Shipping First Name
- Shipping Last Name
- Shipping Company
- Shipping Address 1
- Shipping Address 2
- Shipping City
- Shipping State
- Shipping Postal Code
- Shipping Country
- Shipping Phone
- Name
- Code
- Price
- Quantity
- Category
- Variation List
- Item Metadata
- Discount Name
- Discount Code
- Discount Amount
- Checkout Data
- Order Metadata
Action
Write
- Order ID Type
  Required
- Order ID
  Required
- Tracking Number
  Required
- Carrier Code
- Shipment Method
- Shipment Date
- Weight
- Cost
Action
Write
- Tag
  Required
- Order ID Type
  Required
- Order ID
  Required
Action
Write
- Order ID Type
  Required
- Order ID
  Required
- Data Type
  Required
- Field Name
  Required
- Field Value
  Required
Action
Write

- Name
  Required
- Description
- Is Income
- Exclude From Budget
- Exclude From Totals
- Is Group
- Group Id
- Archived
- Child Category 1
- Child Category 2
- Child Category 3
Action
Write
- Date
  Required
- Amount
  Required
- Currency
- Payee
- Original Name
- Category Id
- Notes
- Manual Account Id
- Plaid Account Id
- Recurring Id
- Status
- External Id
- Custom Metadata
- Tag 1
- Tag 2
- Tag 3
- Apply Rules
- Skip Duplicates
- Skip Balance Update
Action
Write
- Id
  Required
- Force
Action
Write
- Id
  Required
- Force
Action
Write
- Format
- Is Group
Action
Write
Get All Accounts Synced via Plaid
Retrieve a list of all synced accounts associated with the user's account.
Action
Write
Get All Tags
Retrieve a list of all tags associated with the user's account.
Action
Write
- Start Date
  Required
- End Date
  Required
- Include Exclude From Budgets
- Include Occurrences
- Include Past Budget Dates
- Include Totals
- Include Rollover Pool
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Start Date
- End Date
Action
Write
- Id
  Required
- Name
- Institution Name
- Display Name
- Type
- Subtype
- Balance
- Currency
- Balance As Of
- Status
- Closed On
- External Id
- Custom Metadata
- Exclude From Transactions
- To Base
- Created By Name
Action
Write
- Id
  Required
- Update Balance
- Date
- Amount
- Currency
- Recurring Id
- Payee
- Original Name
- Category Id
- Notes
- Manual Account Id
- Plaid Account Id
- External Id
- Custom Metadata
- Status
- Is Pending
- Is Split Parent
- Is Group Parent
- New Tag 1
- New Tag 2
- New Tag 3
- Additional Tag 1
- Additional Tag 2
- Additional Tag 3
Action
Write
New Order Added
Triggers when a new order is added to Order Desk.
Trigger
Instant
Try It
- Order ID Type
  Required
- Order ID
  Required
- Order Note Text
  Required
Action
Write
- Folder
  Required
- Order ID Type
  Required
- Order ID
  Required
Action
Write
- Order Item ID
  Required
- Data Type
  Required
- Field Name
  Required
- Field Value
  Required
Action
Write
- Order ID
  Required
- Source Name
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Lunch Money and Order Desk to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Lunch Money to Order Desk integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Lunch Money

Lunch Money is a personal finance app to track, organize, and analyze your money in one place.

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Related categories

Accounting

About Order Desk

Order Desk's order management software allows you to customize your order management workflow.

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