Nagaris Integrations

Name: Zapier
Availability: InStock

Beta

Accounting

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CRM (Customer Relationship Management)

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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.

- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- client uuid
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- Client Group
Trigger
Polling
Try It

- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It

- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- client uuid
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organisation ID
  Required
- Trust UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Deed Date
- Trust Type
Action
Write
- Organisation ID
  Required
- Name
  Required
- Description
- Colour
- Is Active
Action
Write
- Organisation ID
  Required
- Contact UUID
  Required
- Client UUID
  Required
- Roles
- Notes
- Is Primary
- Verification Required
Action
Write
- Organisation ID
  Required
- Contact ID
  Required
- Client Group UUID
  Required
- Roles
- Notes
- Client Visible
- Client Editable
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Content
  Required
- Metadata
Action
Write
- Organisation ID
  Required
- Service UUID
  Required
- Client UUID
  Required
- Frequency
- Start Date
  Required
- End Date
- status
- Notes
- Previous Dates
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Website URL
  Required
- Lable
- Is Primary
Action
Write
- Organisation ID
  Required
- Contact Type
- First Name
- Last Name
- Title
- DOB
- Tax File Number
- Director ID
- Business Name
- Notes
- Email
- Is Primary
- Label
- Phone Number
- Is Primary
- Label
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Contact UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Is Resident
- occupation
- Children Info
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Deed Date
Action
Write
- Organisation ID
  Required
- Client Address UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Document UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Group ID
  Required
Action
Write
- Organisation ID
  Required
- Client Group Document UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Service UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Website UUID
  Required
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
Action
Write
- Organisation ID
  Required
- Contact ID
  Required
Action
Write
- Organisation ID
  Required
- Service ID
  Required
Action
Write
- Organisation ID
  Required
- SMSF UUID
  Required
Action
Write
- Organisation ID
  Required
- Address ID
  Required
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Contact UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Email UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Group Contact ID
  Required
Action
Write
- Organisation ID
  Required
- Client Note UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Service UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Website UUID
  Required
Action
Write
- Organisation ID
  Required
- Contact ID
  Required
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
Action
Write
- Organisation ID
  Required
- Service ID
  Required
Action
Write
- Organisation ID
  Required
- SMSF UUID
  Required
Action
Write
- Organisation ID
  Required
- Trust UUID
  Required
Action
Write
- Organization ID
  Required
- client uuid
- contact uuid
Action
Write
- Organization ID
  Required
- client uuid
Action
Write
- Organization ID
  Required
- client uuid
Action
Write
- Organization ID
  Required
- client uuid
Action
Write
- Organization ID
  Required
- client uuid
Action
Write
- Organization ID
  Required
- Search
Action
Write
- Organisation ID
  Required
- Client Contact UUID
  Required
- Contact UUID
  Required
- Client UUID
  Required
- Roles
- Notes
- Is Primary
- Verification Required
Action
Write
- Organisation ID
  Required
- Client Email UUID
  Required
- Client UUID
  Required
- Email Address
  Required
- Lable
- Is Primary
Action
Write
- Organisation ID
  Required
- Client Group Contact ID
  Required
- Contact ID
  Required
- Client Group UUID
  Required
- Roles
- Notes
- Client Visible
- Client Editable
Action
Write
- Organisation ID
  Required
- Client Phone UUID
  Required
- Client UUID
  Required
- Phone Number
  Required
- Lable
- Is Primary
Action
Write
- Organisation ID
  Required
- Client Trustee UUID
  Required
- Client UUID
  Required
- Trustee UUID
  Required
- Notes
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Client Type
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- FBT Registered
- PAYG Withholding
- PAYG Installments
- Fuel Tax Credits
- RD Tax Incentive
- Payroll Tax Registered
- TPAR Required
Action
Write
- Organisation ID
  Required
- Contact UUID
  Required
- Client UUID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Is Resident
- occupation
- Children Info
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
Action
Write
- Organisation ID
  Required
- Service Tag UUID
  Required
- Name
  Required
- Description
- Colour
- Is Active
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- DOB
Action
Write
- Organisation ID
  Required
- Client ID
  Required
- Document Name
  Required
- Description
- Document_type
- Is_requested
- Request_note
- File
Action
Write

- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- Client Group
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
- client uuid
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
Organisation Updated
Triggers when an organisation is updated.
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organization ID
  Required
Trigger
Polling
Try It
- Organisation ID
  Required
- Client UUID
  Required
- Email Address
  Required
- Lable
- Is Primary
Action
Write
- Organisation ID
  Required
- Google Place ID
- Formatted Address
- Street
- Suburb
- State
- Postcode
- Country
- Latitude
- longitude
Action
Write
- Organisation ID
  Required
- Address UUID
  Required
- Client UUID
  Required
- Address Type
- address_types
- Notes
Action
Write
- Organisation ID
  Required
- Name
  Required
- Notes
- Ignition Number
- Ignition Client Id
- Ignition Link
- Ignition File
- status
- Is Prospect
- Client Finalised
- Client Finalised Comments
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Name
  Required
- Description
- Document Type
- File
- Is Requested
- Request Note
- Metadata
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Phone Number
  Required
- Lable
- Is Primary
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Trustee UUID
  Required
- Notes
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- FBT Registered
- PAYG Withholding
- PAYG Installments
- Fuel Tax Credits
- RD Tax Incentive
- Payroll Tax Registered
- TPAR Required
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Email From
  Required
- Email Reply To
- Name To
- Email To
- Subject
  Required
- Body
  Required
- Signature
Action
Write
- Name
  Required
- Tax Agent Number
- Tax Agent Name
- Tax Agent Email
- Tax Agent Xero Email
- Tax Agent Myob Email
- Tax Agent Quickbooks Email
- Tax Agent Phone
- Website
- Email
- Phone
- Mobile
- ABN
- ACN
- Address
- Logo
- Square Logo
- Brand Colour
- Accent Colour
Action
Write
- Organisation ID
  Required
- Name
  Required
- Description
- Frequency
- Amount
  Required
- Start Date
- End Date
- Repeat Count
- Client Group UUID
  Required
- Client Service IDs
- Is Active
Action
Write
- Organisation ID
  Required
- Service Name
  Required
- Service Code
- Default Frequency
- Description
- Is Active
- Is Billable
- Tag Ids
Action
Write
- Organisation ID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- DOB
Action
Write
- Organisation ID
  Required
- Client Contact UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Email UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Group Contact UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Phone UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Trustee UUID
  Required
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
Action
Write
- Organisation ID
  Required
- Other Entity UUID
  Required
Action
Write
- Organisation ID
  Required
- Partnership UUID
  Required
Action
Write
- Organisation ID
  Required
- Service UUID
  Required
Action
Write
- Organisation ID
  Required
- Sole Trader UUID
  Required
Action
Write
- Organization ID
  Required
- Search
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Client Group UUID
Action
Write
- Organization ID
  Required
- Search
- Contact Type
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organisation ID
  Required
- Client Address UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Document UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Group ID
  Required
Action
Write
- Organisation ID
  Required
- Client Group Document UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Phone UUID
  Required
Action
Write
- Organisation ID
  Required
- Client Trustee UUID
  Required
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
Action
Write
- Organisation ID
  Required
- Handover UUID
  Required
Action
Write
- Organisation ID
  Required
Action
Write
- Organisation ID
  Required
- Package ID
  Required
Action
Write
- Organisation ID
  Required
- Service UUID
  Required
Action
Write
- Organisation ID
  Required
- Solo Trader UUID
  Required
Action
Write
List Organisations
List all organisations.
Action
Write
- Organization ID
  Required
- search
Action
Write
- Organization ID
  Required
- Search
- Created After
- Created Before
- Page
- Page Size
Action
Write
- Organization ID
  Required
- client uuid
Action
Write
- Organization ID
  Required
- client uuid
Action
Write
- Organization ID
  Required
- client uuid
- address uuid
Action
Write
- Organisation ID
  Required
- Client Address UUID
  Required
- Address UUID
  Required
- Client UUID
  Required
- Address Type
- address_types
- Notes
Action
Write
- Organisation ID
  Required
- Client Document UUID
  Required
- Client UUID
  Required
- Date
- Name
  Required
- Description
- File
- Is Requested
- Request Note
- Metadata
Action
Write
- Organisation ID
  Required
- Client Group ID
  Required
- Name
  Required
- Notes
- Ignition Number
- Ignition Client Id
- Ignition Link
- Ignition File
- status
- Is Prospect
- Client Finalised
- Client Finalised Comments
Action
Write
- Organisation ID
  Required
- Client Group Document UUID
  Required
- Client Group UUID
  Required
- Name
  Required
- Description
- Document Type
- File
- Is Requested
- Request Note
- Metadata
Action
Write
- Organisation ID
  Required
- Client Service UUID
  Required
- Service UUID
  Required
- Client UUID
  Required
- Frequency
- Start Date
  Required
- End Date
- status
- Notes
- Previous Dates
Action
Write
- Organisation ID
  Required
- Client Website UUID
  Required
- Client UUID
  Required
- Website URL
  Required
- Lable
- Is Primary
Action
Write
- Organisation ID
  Required
- Contact ID
  Required
- Contact Type
- First Name
- Last Name
- Title
- DOB
- Tax File Number
- Director ID
- Business Name
- Notes
- Email
- Is Primary
- Label
- Phone Number
- Is Primary
- Label
Action
Write
- Organisation ID
  Required
- Name
  Required
- Tax Agent Number
- Tax Agent Name
- Tax Agent Email
- Tax Agent Xero Email
- Tax Agent Myob Email
- Tax Agent Quickbooks Email
- Tax Agent Phone
- Website
- Email
- Phone
- Mobile
- ABN
- ACN
- Address
- Logo
- Square Logo
- Brand Colour
- Accent Colour
Action
Write
- Organisation ID
  Required
- Package Id
  Required
- Name
  Required
- Description
- Frequency
- Amount
  Required
- Start Date
- End Date
- Repeat Count
- Client Group UUID
  Required
- Client Service IDs
- Is Active
Action
Write
- Organisation ID
  Required
- Service UUID
  Required
- Service Name
  Required
- Service Code
- Default Frequency
- Description
- Is Active
- Is Billable
- Tag Ids
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Deed Date
Action
Write
- Organisation ID
  Required
- Client UUID
  Required
- Client Group UUID
  Required
- Client Name
  Required
- abn
- acn
- tfn
- Start Date
- GST Date
- GST Registered
- Trading Names
- Notes
- BIC ID
- ANZSIC ID
- Additional ANZSIC ids
- Annual Turnover
- Client Editable
- Client Approved
- Is Prospect
- Software Name
- Software Filename
- Software Owner
- Software Migration Needed
- Software Cleanup Needed
- Software Notes
- Deed Date
- Trust Type
Action
Write

Nagaris Help & Support

Common questions

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About Nagaris

Nagaris is a self-healing client database for Australian accounting firms, designed to stop data decay and inconsistencies across a firm's entire tech stack.

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Related categories

Accounting

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Common questions

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