Microsoft Outlook + QuickBooks Online + ClickSend SMS Integrations
How to connect Microsoft Outlook + QuickBooks Online + ClickSend SMS
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Do even more with Microsoft Outlook + QuickBooks Online + ClickSend SMS
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Microsoft Outlook, QuickBooks Online, and ClickSend SMS. And don’t forget that you can add more apps and actions to create complex workflows.
Calendar
If empty, will default to your default calendar.
Time BeforeRequired
How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact Folder
To trigger only on new contacts in a certain folder, select a folder here. If empty, we will trigger on new contacts in the default Contacts folder.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendar
If empty, will default to your default calendar.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact Folder
If empty, a contact will be created in the default Contacts folder.
First NameRequired
Last Name
Email Addresses
Microsoft allows a maximum of
THREEemail addresses when creating contacts.Business Phones
Microsoft allows a maximum of
TWObusiness phone numbers when creating contacts.Home Phones
Microsoft allows a maximum of
TWOhome phone numbers when creating contacts.Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Optionally, specify a name to file the contact under.
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Email
Leave this field blank to send from your own address. Use this field to send from a shared inbox you have access to.
To Email(s)Required
CC Email(s)
BCC Email(s)
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Microsoft Outlook are located here https://docs.microsoft.com/en-us/graph/use-the-api
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
If empty, a contact will be created in the default Contacts folder.
First NameRequired
Last Name
Email
Microsoft allows a maximum of
THREEemail addresses when creating contacts.Business Phones
Microsoft allows a maximum of
TWObusiness phone numbers when creating contacts.Home Phones
Microsoft allows a maximum of
TWOhome phone numbers when creating contacts.Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Optionally, specify a name to file the contact under.
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
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
New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Estimate
Triggered when you add a new estimate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggered when an existing customer is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Specifies the vendor for this bill.
Bill Number
Line Item
Line Description
AmountRequired
Amount of the line item.
Qty
Quantity of the line item.
Unit Price
Unit Price of the line item.
Line Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
AP Account
Customer
Specifies the customer associated with the bill.
Due Date
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Specifies the vendor for this bill.
Terms
Transaction Date
Due Date
Bill Number
Department
Global Tax Calculation
Product/Service
Description
Qty
Rate
AmountRequired
Billable?
If a line item is billable, please use the Customer field to specify which customer.
Customer
Line Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Display Name
If not set, Full Name will be used here.
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Only available if multicurrency is enabled.
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Choose a Parent Customer if you're creating a Job/sub-customer.
Bill with Parent?
If no, this customer will be billed.
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payee TypeRequired
Is the payee a Vendor, Customer, or Employee?
Payment TypeRequired
Bank/Credit AccountRequired
Payment Date
Defaults to today's date if not specified.
Payment Method
Reference Number
Will be used as check number if payment type is check.
Print Later?
Only applicable if payment type is check.
Account
Description
Amount
You must enter an amount here or in the "Amount" field under "Item Details."
Billable Status
Tax Code
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Product/Service
Description
Quantity
Rate
Amount
You must enter an amount here or in the "Amount" field under "Account Details."
Billable Status
Tax Code
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal Date
Defaults to today's date if not specified.
Journal Number
AccountRequired
Debit AmountRequired
Total amount of "Debits" line items must equal the total amount of "Credits" line items.
Description
Customer Name
Vendor Name
Employee Name
Department
Only available if your preferences allow tracking of department.
Class
AccountRequired
Credit AmountRequired
Total amount of "Credits" line items must equal the total amount of "Debits" line items.
Description
Customer Name
Vendor Name
Employee Name
Department
Only available if your preferences allow tracking of department.
Class
Memo
Currency
Only available if multicurrency is enabled. Defaults to your home currency if left blank.
Exchange Rate
Only available if multicurrency is enabled.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Select a specific customer, or, use the below field to look up a customer on demand.
Find Customer by Name/Email
If you just have access to the customer's name or email, use this.
Email
Send Later?
Note
Message
Line AmountRequired
Should not include tax.
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Should not include tax.
Line Item Tax Code
Line Item Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Transaction Date
Total Discount
Will be added as a Discount Line item. The company preference Sales Form Entry | Discounts must be enabled.
Payment Method
Payment Reference Number
Deposit To Account
A.K.A. Income Account
Sales Receipt Number
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Currency
Only available if multicurrency is enabled.
Exchange Rate
The number of home currency units it takes to equal one unit of currency specified above. Only available if multicurrency is enabled.
Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
Tax Code
Total Tax
Requires choosing a Tax Code above.
Tax Calculation
Method in which tax is applied.
Shipping Tax
Shipping Cost
Department
Only available if your preferences allow tracking of department.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Purchase Order Status
Mailing Address
Address to which the payment should be sent.
Shipping Address
Address to which the vendor shipped or will ship goods associated with purchase.
Purchase Order Date
Ship Via
Purchase Order Number
Account
Description
Amount
You must enter an amount here or in the "Amount" field under "Item Details."
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Product/Service
Description
Quantity
Rate
Amount
You must enter an amount here or in the "Amount" field under "Account Details."
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Your Message to Vendor
Memo
For internal use. Will not appear on purchase order to vendor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
EmailRequired
Send to an explicit email address instead of the invoice billing one, and updates the one on the invoice to this.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Activity TypeRequired
Is this for an Employee or Vendor?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Customer
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Should not include tax.
Amount
Should not include tax.
Tax
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Requires choosing a Tax Code above.
Tax Calculation
Method in which tax is applied.
Apply Tax After Discount?
Discount Value
Discount values must be positive (e.g.
.10for a 10% discount)Discount Percent
Shipping Tax
Shipping
Deposit
Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
Department
Only available if your preferences allow tracking of department.
Location
Only available for France locales.
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Quickbooks are located here https://developer.intuit.com/app/developer/qbo/docs/develop
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
Depending on which "Search Field" you selected, the search value must exactly match the "Display name as" field or "Email" field in Quickbooks.
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Depending on which "Search Field" you selected, the search value must exactly match the "Display name as" field or "Email" field in Quickbooks.
Full NameRequired
Display Name
If not set, Full Name will be used here.
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Only available if multicurrency is enabled.
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Choose a Parent Customer if you're creating a Job/sub-customer.
Bill with Parent?
If no, this customer will be billed.
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
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
New Incoming SMS
Triggers when a new incoming sms is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List NameRequired
The name of the contact list.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list that you want to remove. Will require a list ID that will generally have to be returned from other actions.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile phone number. Can be in local or international format. Must be in international (E.164) format if sending to another country. e.g +61411111111.
SubjectRequired
Subject line. Maximum 20 characters.
BodyRequired
Message body. Up to 1500 characters or 500 unicode characters View GSM Characters.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
From
From number - use a ClickSend dedicated number that you've purchased (anything else will fail). If you don't have a ClickSend number, leave it blank.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Media URLRequired
A URL of the media file you want to send.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
PDF File UrlRequired
A public URL to the PDF file. If you're not sure what this is, more info can be found here.
Priority
Choose delivery priority. Options are Standard or Priority post.
Template Used
Choose if you've used our template file or not. If 'no', we insert a blank addressed page as the first page. View our template here.
Colour
Choose to use colour or B&W printing.
Duplex
Choose to use Duplex (double-sided) or Simplex (single sided) printing.
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
The address country. Must be a 2-digit country code e.g. "US", "AU", "GB".
Return AddressRequired
Return address - you can manage return addresses on the ClickSend Dashboard: Open Dashboard or via our API).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign NameRequired
Give your campaign a name. Ie. January Marketing Campaign
List NameRequired
A contact list to send to. You can add/manage contact lists via the ClickSend dashboard.
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile or landline phone number in local or international format. Must be in international format (E.164) if sending to a different country.e.g. +61411111111.
MessageRequired
Message body to be read out.
Language
Choose which language you want to use. Full list here: Open Docs.
VoiceRequired
Choose the message to be read out in a Male of Female voice.
From
The from number. This must be a valid ClickSend dedicated number.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery. More info can be found here: Open Docs.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list you want to search for the contact.
Email AddressRequired
Email address you want to search.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Calendar
If empty, will default to your default calendar.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planShared Inbox
Specify a shared inbox you have access to, otherwise read emails from your own inbox.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendar
If empty, will default to your default calendar.
SubjectRequired
Start Date & TimeRequired
Date and time of when this event starts. See this help doc for more information.
End Date & TimeRequired
Date and time of when this event ends.
All Day Event?
If "true", we'll ignore the time entered in the start and end time fields. For example,
2019-03-25 6pmwould become2019-03-25.Description
Allows HTML
Show me as Free or Busy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
If empty, the dropdown below will only show contacts in your top level contactFolder.
ContactRequired
First Name
Last Name
Email Addresses
Microsoft allows a maximum of
THREEemail addresses when updating contacts.Business Phones
Microsoft allows a maximum of
TWObusiness phone numbers when updating contacts.Home Phones
Microsoft allows a maximum of
TWOhome phone numbers when updating contacts.Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
If empty, will search for contacts in the default Contacts folder.
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Account
Triggered when you add a new account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggered when you add a new customer.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggered when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Vendor
Triggered when a new vendor is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Currency
Only available if multicurrency is enabled.
Global Tax Calculation
Description
AmountRequired
Billable?
If a line item is billable, please use the Customer field to specify which customer.
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
AccountRequired
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Send Later?
Billing Address
Credit Memo Date
Defaults to today's date if not specified.
Credit Memo Number
Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
AmountRequired
Service Date
Product/Service
Description
Quantity
Rate
Tax
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Message Displayed On Credit Memo
Memo
Apply Tax After Discount?
US versions of QuickBooks only.
Discount Value
Discount Percent
Sales Tax Rate
Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Select a specific customer.
Number
Max of 21 characters. If empty, Quickbooks will generate one by incrementing the last number, but only if you have custom transaction numbers disabled. number automatically. Max of 21 characters.
Line AmountRequired
Should not include tax.
Line Description
Line Item/Product
Line Item Quantity
Line Item Tax Code
Line Item Service Date
Format: YYYY-MM-DD
Rate
When using this field, the Rate * Quantity must be equal to the line amount
Expiration Date
Message displayed on estimate
Billing Address
If the customer you enter in the "Customer" field has a default billing address, that address will be used if this field is left blank.
Shipping Address
If the customer you enter in the "Customer" field has a default shipping address, that address will be used if this field is left blank.
Shipping amount
Bill Email
Email address where estimate is sent. Separate emails with commas for multiple addresses
Send later
If set to true, the Bill Email field should also be provided
Discount Value
Discount values must be positive (e.g.
10for a 10 value discount)Discount Percent
Discount values must be positive (e.g.
10for a 10% discount)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
SKU
Category
Is Taxable?
Only applicable to US companies.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
If not set, the customer's primary email will be used.
Cc
Bcc
Send Later?
Billing Address
If the customer you enter in the "Customer" field has a default billing address, that address will be used if this field is left blank.
Shipping Address
If the customer you enter in the "Customer" field has a default shipping address, that address will be used if this field is left blank.
Terms
Invoice Date
Defaults to today's date if not specified.
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
If empty, no Invoice number is added. Max of 21 characters or put AUTO_GENERATE to let QuickBooks increment this automatically.
Service Date
Product/Service
Description
Quantity
Rate
Should not include tax.
AmountRequired
Should not include tax.
Tax
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Requires choosing a Tax Code above.
Tax Calculation
Method in which tax is applied.
Apply Tax After Discount?
Discount Value
Discount values must be positive (e.g.
.10for a 10% discount)Discount Percent
Shipping Tax
Shipping
Deposit
Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
Department
Only available if your preferences allow tracking of department.
Location
Only available for France locales.
Currency
Only available if multicurrency is enabled. Defaults to your home currency if left blank.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Total AmountRequired
Unapplied Amount
The amount that has not been applied to pay amounts owed for sales transactions.
Transaction Date
Payment Method
Payment Reference Number
Deposit To Account
A.K.A. Income Account
Line Amount
Should not include tax.
Memo
Line Linked Invoice
Only choose an invoice if this payment is linked to one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund FromRequired
Customer
Email
Billing Address
If the customer you enter in the "Customer" field has a default billing address, that address will be used if this field is left blank.
Refund Receipt Date
Defaults to today's date if not specified.
Refund Receipt Number
Transaction Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
Payment Method
Check Number
Print Later?
Product/ServiceRequired
AmountRequired
Service Date
Description
Quantity
Rate
Tax
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Message Displayed On Refund Receipt
Memo
Apply Tax After Discount?
US versions of QuickBooks only.
Discount Value
Discount Percent
Sales Tax Rate
Shipping
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales ReceiptRequired
Email
Send to an explicit email address instead of the receipt billing one, and updates the one on the sales receipt to this.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Must be unique for every customer.
Phone
Mobile
Fax
Other
Website
Print On Check As
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption Details
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Enter the vendor's display name exactly as it appears in QuickBooks Online.
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Enter the vendor's display name exactly as it appears in QuickBooks Online.
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact ListRequired
The list where you want to add the contact.
First Name
Contact's first name.
Last Name
Contact's last name.
Phone Number
The contact phone in local or international format e.g. +61411111111.
Email
Contact's email address.
Fax Number
Organization Name
Custom 1
Custom 2
Custom 3
Custom 4
Address Line 1
Address Line 2
City
State
Postal Code
Country
The contact's country. Must be a 2-character country code e.g. "US", "AU", "GB".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ListRequired
The list where you want to remove the contact.
Contact IDRequired
The contact_id of the contact you want to delete. This is returned when originally adding the contact. If you don't have it you can use the search in Zapier to search for the contact, then use the contact_id from the response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Phone number in E.164 format. Eg. +61261111111.
FromRequired
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
PDF File UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF File UrlRequired
A public URL to the postcard PDF file. Can be a single file with 1 page (front only) or 2 pages (front and back) or 2 files with a single page each. View Template.
If you're not sure what a public URL is, more info can be found here.
Address NameRequired
Line 1Required
Line 2
CityRequired
State
Postal CodeRequired
CountryRequired
The address country. Must be a 2-digit country code e.g. "US", "AU", "GB".
Return AddressRequired
Return address - you can manage return addresses on the ClickSend Dashboard Open Dashboard or via our API.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Priority
Choose delivery priority. Options are Standard or Priority post.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Mobile phone number. Can be in local or international format. Must be in international (E.164) format if sending to another country. e.g +61411111111.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery. .
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
Contact ID
If you supply a Contact ID of a contact (optional), we will link the contact to the message on the ClickSend dashboard. You can get the contact ID after adding a contact or from a contact search.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact List NameRequired
A contact list to send to. You can add/manage contact lists via the ClickSend dashboard.
MessageRequired
Learn about message limits.
Schedule
Allows a message to be scheduled. Time must be in Unix format e.g. 1462788759. Leave blank for instant delivery.
From
From number or name - where the message comes 'from' on the handset. If you're sending to the US/Canada leave this field blank or use a ClickSend dedicated number that you've purchased (anything else will fail). If you use a name for the from address e.g. "MyCompany", the receiver won't be able to reply. More Info.
Custom String
This is your reference. It will show on all reports and will be passed back with any replies.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
The list name.
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ListRequired
The list you want to search for the contact.
Phone NumberRequired
Phone number you want to search. Must be in full international format without the leading + (E.164 format). Eg. 6141111111.
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How Microsoft Outlook + QuickBooks Online + ClickSend SMS Integrations Work
- Step 1: Authenticate Microsoft Outlook, QuickBooks Online, and ClickSend SMS.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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