Create integrations between Megaventory and Close to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Megaventory and Close 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
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With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
Delete Category
Triggers when a Category is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Currency
Triggers when a Currency is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Document Type
Triggers when a Document Type gets deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Pricing Rule
Triggers when a Pricing Rule is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier
Triggers when a Supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Goods Transfer
Triggers when a Goods Transfer is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Goods Transfer
Triggers when a Goods Transfer is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ship Goods Transfer Items
Triggers when Goods Transfer items are shipped
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Goods Transfer
Triggers when a Goods Tranfer is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Category
Triggers when a new Category is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Currency
Triggers when a new Currency is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Goods Transfer
Triggers when a new Goods Transfer Document is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pricing Rule
Triggers when a new pricing rule is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier
Triggers when a new Supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Production Order
Triggers when a new Production Order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Order
Triggers when new sales order is created in Pending state.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Approve Purchase Order
Triggers when a Purchase Order gets Approved
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Purchase Order
Triggers when a Purchase Order is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Receive Purchase Order Items
Triggers when Purchase Order items are received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revert Purchase Order to Pending
Triggers when a Purchase Order is reverted to Pending
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Approve Sales Order
Triggers when a Sales Order gets Approved
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Sales Order
Triggers when a Sales Order is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ship Sales Order Items
Triggers when a Sales Order's items are shipped (either partially or fully)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revert Sales Order to Pending
Triggers when a Sales Order is reverted to Pending
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Approve Sales Quote
Triggers when a Sales Quote is approved
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Sales Quote
Triggers when a Sales Quote is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Sales Quote
Triggers when a Sales Quote is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Client
Triggers when a Client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Discount
Triggers when a Discount is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Inventory Location
Triggers when an Inventory Location is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Product
Triggers when a Product is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Tax
Triggers when a Tax is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Production Order
Triggers when a Production Order is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Production Order
Triggers when a Production Order is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Receive Finished Goods From Production Order
Triggers when Finished Goods are received from a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Return Materials From Production Order
Triggers when allocated materials are returned back to inventory from a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Client Comments
Phone
Phone 2
Tax ID
E-Mail
Supplier or Client?
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country
Shipping Address - Zip / Postal Code
AddressesNote
Billing Address (Legacy)
Shipping Address (Legacy)
Shipping Address 2 (Legacy)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Discount NameRequired
PercentRequired
Discount Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Document Type IDRequired
Document No
Document Reference No
Custom Document Date 1
Custom Document Date 2
Currency Code
Document Supplier/Client IDRequired
Document Billing Address
Document Address
Document Contact Person
Document Inventory Location ID
Document StatusRequired
ActionRequired
Custom Document Option 1
Custom Document Option 2
Custom Document Option 3
Custom Document Option 4
Custom Document Option 5
Custom Document Option 6
Custom Document Option 7
Custom Document Option 8
Custom Document Option 9
Custom Document Option 10
Shipping Provider ID
Document Tracking ID
Document Comments
Payment Terms
Document Tags
Parent Document ID
Document Total Quantity
Document Amount Subtotal Without Tax And Discount
Document Amount Shipping
Document Amount Total Discount
Document Amount Total Tax
Document Amount Grand Total
Document Row Product SKURequired
Document Row Product Description
Document Row Product QuantityRequired
Document Row Unit Price Without Tax Or Discount
Document Row Tax ID
Document Total Tax Amount
Document Row Discount ID
Document Row Total Discount Amount
Document Row Total Amount
Document Row Remarks
Document Row Serial Numbers
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AbbreviationRequired
Full NameRequired
Address - Organization
Address - Line 1
Address - Line 2
Address - City
Address - State
Address - Country Code
Address - Country
Address - Zip / Postal Code
Addresses Note
Inventory Location Address (Legacy)
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SkuRequired
Ean
Product DescriptionRequired
Product Version
Long Description
Product Category
Unit of Stock
Image (URL)
Comments
Weight
Product Length
Product Breadth
Product Height
Default Sales Price
Default Purchase Price
Main Supplier's Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IDRequired
Purchase Order Type ID
Purchase Order No
Purchase Order Reference No
Custom Order Date 1
Custom Order Date 2
Currency Code
Supplier IDRequired
Address
Pickup Address
Contact Person
Inventory Location ID
ActionRequired
Order StatusRequired
Receive Document Type ID
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Tags
Payment Terms
Total Quantity
Amount Subtotal Without Tax And Discount
Amount Total DIscount
Amount Total Tax
Amount Grand Total
Expected Earliest Receiving Date
Expected Latest Receiving Date
Order Row Detail ID
Order Row Product ID
Order Row Product SKURequired
Order Row Product Description
Order Row QuantityRequired
Order Row Received Quantity
Order Row Invoiced Quantity
Order Row Unit Price Without Tax Or Discount
Order Row Tax ID
Order Row Total Tax Amount
Order Row Discount ID
Order Row Total Discount Amount
Order Row Total Amount
Order Row Serial Numbers
Order Row Remarks
Order Row Expected Earliest Receiving Date
Order Row Expected Latest Receiving Date
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Sales Order Type ID
Sales Order No
Sales Order Reference No
Custom Order Date 1
Custom Order Date 2
Currency Code
Client IDRequired
Billing Address
Shipping Address
Sales Order Contact Person
Inventory Location ID
ActionRequired
Order StatusRequired
Ship Document Type ID
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Sales Order Tags
Payment Terms
Total Quantity
Order Amount Subtotal Without Tax And Discount
Order Amount Shipping
Order Amount Total Discount
Order Amount Total Tax
Order Amount Grand Total
Order Row Product SKURequired
Order Row Product Description
Order Row Product QuantityRequired
Order Row Shipped Quantity
Order Row Invoiced Quantity
Order Row Unit Price Without Tax Or Discount
Order Row Tax ID
Order Total Tax Amount
Order Row Discount ID
Order Row Total Discount Amount
Order Row Total Amount
Order Row Remarks
Order Row Serial Numbers
Order Row Detail ID
Order Row Product ID
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Quote IDRequired
Sales Quote No
Sales Quote Type ID
Sales Quote Reference No
Custom Quote Date 1
Custom Quote Date 2
Currency Code
Client IDRequired
Shipping Address
Billing Address
Sales Quote Contact Person
Inventory Location ID
ActionRequired
Quote StatusRequired
Comments
Sales Quote Tags
Payment Terms
Total Quantity
Quote Amount Subtotal Without Tax And Discount
Quote Amount Total Discount
Quote Amount Total Tax
Quote Amount Grand Total
Quote Amount Shipping
Quote Row Product SKURequired
Quote Row Product Description
Quote Row Product QuantityRequired
Quote Row Unit Price Without Tax Or Discount
Quote Row Tax ID
Quote Row Total Tax Amount
Quote Row Discount ID
Quote Row Total Discount Amount
Quote Row Total Amount
Quote Row Remarks
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tax Description
Show in Reports
Tax NameRequired
PercentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPricing Rule IdRequired
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 appProduct SKURequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order NoRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales Order NoRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales Quote NoRequired
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 appNameRequired
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 appNoRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger ActionsRequired
Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Smart View
(deprecated) Search Query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote Contains Words Starting With...
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus ID
Status Label
Status Type
Value Period
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Lead IDRequired
Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Done EmailRequired
TypeRequired
Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action TypeRequired
Smart View or (deprecated) Search QueryRequired
Workflow ID
Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export TypeRequired
FormatRequired
Lead Smart View or (deprecated) Search Query
Fields
Include Activities
Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity Query
Lead Smart View or (deprecated) Search Query
Status Types
Statuses
User IDs
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
QueryRequired
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report TypeRequired
Lead Smart View or (deprecated) Search Query
Start Date
End Date
Or Use a Date Range Label
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group(s) to Select From
Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
Contact
Text
Phone Number
Duration
Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Activity IDRequired
Custom Activity TypeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Company Name
Description
Url
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Smart View IDRequired
Name
Query
Share With Specific Users
Or Share With Organization
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.Copy Text
User ID
From Email Or Domain
From Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
Lead ID
Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup Name
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Opportunity Lead ID
Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
LeadRequired
Or Search by Opportunity ID
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
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
Delete Client
Triggers when a Client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Discount
Triggers when a Discount is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Inventory Location
Triggers when an Inventory Location is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Product
Triggers when a Product is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Tax
Triggers when a Tax is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Goods Transfer
Triggers when a Goods Transfer is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Receive Goods Transfer Items
Triggers when Goods Transfer items are received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reopen Goods Transfer
Triggers when a Goods Transfer is Reopened
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Low Stock Product
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Client
Triggers when a new Client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Discount
Triggers when a new Discount is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document Type
Triggers when a new Document Type gets inserted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Inventory Location
Triggers when a new Inventory Location is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Quote
Triggers when a new Sales Quote is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tax
Triggers when a new Tax is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order
Triggers when a Purchase Order is created in Pending state.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a new Product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Purchase Order
Triggers when a Purchase Order is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Purchase Order Items
Triggers when a Purchase Order's items are invoiced (either partially or fully)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reopen Purchase Order
Triggers when a Purchase Order is reopened
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Purchase Order
Triggers when a Purchase Order is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Sales Order
Triggers when a Sales Order is Cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Sales Order Items
Triggers when a Sales Order's items are invoiced (either partially or fully)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reopen Sales Order
Triggers when a Sales Order is Reopened
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Sales Order
Triggers when a Sales Order is Updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Sales Quote
Triggers when a Sales Quote is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revert Sales Quote to Pending
Triggers when a Sales Quote is reverted to Pending
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Category
Triggers when a Category is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Currency
Triggers when a Currency is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Document Type
Triggers when a Document Type gets Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Pricing Rule
Triggers when a Pricing Rule is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier
Triggers when a Supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Allocate Materials to Production Order
Triggers when materials are allocated to a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Production Order
Triggers when a Production Order is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Finished Good Receipt From Production Order
Triggers when a Finished Good Receipt is deleted from a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reopen Production Order
Triggers when a Production Order is re-opened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Production Order
Triggers when a Production Order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Currency Description
Currency SymbolRequired
Currency CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document Type IDRequired
Document No
Document Reference No
Custom Document Date 1
Custom Document Date 2
Currency Code
Document Supplier/Client IDRequired
Document Billing Address
Document Address
Document Contact Person
Document Inventory Location ID
Document StatusRequired
Custom Document Option 1
Custom Document Option 2
Custom Document Option 3
Custom Document Option 4
Custom Document Option 5
Custom Document Option 6
Custom Document Option 7
Custom Document Option 8
Custom Document Option 9
Custom Document Option 10
Shipping Provider ID
Document Tracking ID
Document Comments
Payment Terms
Auto Insert Bundled Products
Auto Insert Batch Numbers To Product Rows
Document Tags
Parent Document ID
Document Total Quantity
Document Amount Subtotal Without Tax And Discount
Document Amount Shipping
Document Amount Total Discount
Document Amount Total Tax
Document Amount Grand Total
Document Row Product SKURequired
Document Row Product Description
Document Row Product QuantityRequired
Document Row Unit Price Without Tax Or Discount
Document Row Tax ID
Document Total Tax Amount
Document Row Discount ID
Document Row Total Discount Amount
Document Row Total Amount
Document Row Remarks
Document Row Serial Numbers
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product SKURequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category Description
Category NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Type ID
Purchase Order No
Purchase Order Reference No
Custom Order Date 1
Custom Order Date 2
Currency Code
Supplier IDRequired
Address
Pickup Address
Purchase Order Contact Person
Inventory Location ID
Order StatusRequired
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Order Tags
Payment Terms
Total Quantity
Order Amount Subtotal Without Tax And Discount
Order Amount Total Discount
Order Amount Total Tax
Order Amount Grand Total
Order Expected Receiving Date Earliest
Order Expected Receiving Date Latest
Order Row Product SKURequired
Order Row QuantityRequired
Order Row Unit Price Without Tax Or Discount
Order Row Tax ID
Order Row Total Tax Amount
Order Row Discount ID
Order Row Total Discount Amount
Order Row Total Amount
Order Row Remarks
Order Row Expected Receiving Date Earliest
Order Row Expected Receiving Date Latest
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order Type ID
Sales Order No
Sales Order Reference No
Custom Order Date 1
Custom Order Date 2
Currency Code
Client IDRequired
Billing Address
Shipping Address
Sales Order Contact Person
Inventory Location ID
Order StatusRequired
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Sales Order Tags
Payment Terms
Total Quantity
Order Amount Subtotal Without Tax And Discount
Order Amount Shipping
Order Amount Total Discount
Order Amount Total Tax
Order Amount Grand Total
Auto Insert Bundled Products
Order Row Product SKURequired
Order Row Product Description
Order Row Product QuantityRequired
Order Row Shipped Quantity
Order Row Invoiced Quantity
Order Row Unit Price Without Tax Or Discount
Order Row Tax ID
Order Total Tax Amount
Order Row Discount ID
Order Row Total Discount Amount
Order Row Total Amount
Order Row Remarks
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Quote No
Sales Quote Type ID
Sales Quote Reference No
Custom Quote Date 1
Custom Quote Date 2
Currency Code
Client IDRequired
Shipping Address
Billing Address
Sales Quote Contact Person
Inventory Location ID
Quote StatusRequired
Comments
Sales Quote Tags
Payment Terms
Total Quantity
Quote Amount Subtotal Without Tax And Discount
Quote Amount Total DIscount
Quote Amount Total Tax
Quote Amount Grand Total
Quote Amount Shipping
Auto Insert Bundled Products
Quote Row Product SKURequired
Quote Row Product Description
Quote Row Product QuantityRequired
Quote Row Unit Price Without Tax Or Discount
Quote Row Tax ID
Quote Row Total Tax Amount
Quote Row Discount ID
Quote Row Total Discount Amount
Quote Row Total Amount
Quote Row Remarks
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Client Comments
Phone
Phone 2
Tax ID
E-Mail
Supplier or Client?
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country
Shipping Address - Zip / Postal Code
AddressesNote
Billing Address (Legacy)
Shipping Address (Legacy)
Shipping Address 2 (Legacy)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Finished Good SKURequired
In Inventory LocationRequired
Quantity OrderedRequired
Work Order Priority
Start Date
Due Date
Labor Cost
Overhead Cost
Document Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
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 appType IDRequired
Document NoRequired
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 appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales Quote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustom Activity V 2 Instructions
Custom Activity TypeRequired
Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Direction
Template ID
User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Old Status ID
Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Object TypeRequired
ActionRequired
User ID
Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
New Status Type
Old Status ID
Old Status Type
Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed?
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Address Label
Address 1
Address 2
City
State
Zipcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
MetricsRequired
Date RangeRequired
Users
groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricsRequired
Date RangeRequired
Users
Groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Send Done EmailRequired
Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Phone Number
Direction
Duration
Text
Recording URL
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact
StatusRequired
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report breakdownRequired
PipelineRequired
Report typeRequired
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
WorkflowRequired
Send emails from
Assign calls to
Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Date Created
StatusRequired
Date Scheduled
Local PhoneRequired
Remote PhoneRequired
Text
Template
SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Call Forwarding Enable/DisableRequired
Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Custom Object IDRequired
Custom Object TypeRequired
Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Assigned To
Text
Date
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Direction
Note
User ID
Date Range
Find First Call on Lead
Lead ID
Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Result LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appNote Contains Words Starting With...
Lead ID
Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow
Contact ID
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Email
Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
LeadRequired
Search by Custom Activity ID
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Result LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote Contains Words Starting With...
Lead IDRequired
Or Search by Note ID
Text TypeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
LeadRequired
Date
TextRequired
Is Complete
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