Pipedrive + Google Sheets + Invoice Ninja Integrations
How to connect Pipedrive + Google Sheets + Invoice Ninja
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Do even more with Pipedrive + Google Sheets + Invoice Ninja
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 Pipedrive, Google Sheets, and Invoice Ninja. And don’t forget that you can add more apps and actions to create complex workflows.
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStage in Pipeline
If no stage is specified, the trigger will fire on any deal who's stage was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
Price at which this product will be added to the deal.
QuantityRequired
How many items of this product will be added to the deal.
Discount Percentage
Comments
Is enabled?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
The user you want to assign as a follower.
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Supports some HTML formatting.
Deal
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified deal?
Person
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified person?
Organization
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified organization?
Lead
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Is Done?
Subject
Assign To
Deal
Person
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
Type
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Select user who will be marked as the owner of this lead.
Organization
Organization this lead will be associated with.
Person
Person this lead will be associated with.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Will overwrite current email addresses.
Phone
Will overwrite current phone numbers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
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 Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sent Invoice
Triggers when an invoice is sent.
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 Payment
Triggers when a payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Name
First Name
Last Name
Email
Phone
Language Code
Currency Code
Id Number
VAT Number
Phone
Street Address
Apt/Suite
City
State/Province
Postal Code
Country Code
Shipping Street Address
Shipping Apt/Suite
Shipping City
Shipping State/Province
Shipping Postal Code
Shipping Country Code
Private Notes
Public Notes
Website
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Payment Date
Invoice
Amount
Payment Type
Transfer Reference
Private Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
The ID of the client, not the name or email address
NameRequired
Task Rate
Private Notes
Public Notes
Task Rate
Budgeted Hours
Due Date
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
The ID of the client, not the name or email address
FrequencyRequired
Due Date
Start Date
Remaining Cycles
Use -1 to set it to endless
Mark Ready
Setting this to true creates the invoice as pending.
Auto-Bill
Discount
PO Number
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
By default the discount is applied as a percentage, enabling this applies the discount as a fixed amount.
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Download PDF
Client IDRequired
The ID of the client, not the name or email address
Send Email
Email Template
Auto-Bill Invoice
Mark Sent
Setting this to true creates the invoice as sent.
Paid
Setting this to true creates the invoice as paid.
Amount Paid
If this value is greater than zero a payment will be created along with the invoice.
Number
Discount
PO Number
Date
Due Date
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
By default the discount is applied as a percentage, enabling this applies the discount as a fixed amount.
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Include Deleted
ClientRequired
The ID of the client, not the name or email address
NameRequired
Task Rate
Private Notes
Public Notes
Budgeted Hours
Due Date
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
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 Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when an existing person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Organization
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Person
Deal
Is done?
Type
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Select user who will be marked as the owner of this deal.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assigned To
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Status
Note that "Not Done" is set as the default when no option is picked.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Is done?
Note that "Not Done" is set as the default when no option is picked.
Organization
Person
Deal
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
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 Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
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.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Credit
Triggers when a new credit is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a new quote is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sent Quote
Triggers when a quote is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
The ID of the client, not the name or email address
Send Email
Email Template
Auto-Bill Invoice
Download PDF
Mark Sent
Setting this to true creates the invoice as sent.
Paid
Setting this to true creates the invoice as paid.
Amount Paid
If this value is greater than zero a payment will be created along with the invoice.
Number
Discount
PO Number
Date
Due Date
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
By default the discount is applied as a percentage, enabling this applies the discount as a fixed amount.
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product Key
Notes
Price
Quantity
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
The ID of the client, not the name or email address
Send Email
Email Template
Download PDF
Mark Sent
Setting this to false creates the quote as draft.
Number
Discount
PO Number
Date
Valid Until
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
By default the discount is applied as a percentage, enabling this applies the discount as a fixed amount.
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client
Project
Description
Rate
Start Date/Time
End Date/Time
Duration (Hours)
Duration (Minutes)
Duration (Seconds)
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include Deleted
Client Name
First Name
Last Name
Email
Phone
Language Code
Currency Code
Id Number
VAT Number
Street Address
Apt/Suite
City
State/Province
Postal Code
Country Code
Shipping Street Address
Shipping Apt/Suite
Shipping City
Shipping State/Province
Shipping Postal Code
Shipping Country Code
Private Notes
Public Notes
Website
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Product Key
Notes
Price
Quantity
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Download PDF
Client IDRequired
The ID of the client, not the name or email address
Send Email
Email Template
Mark Sent
Setting this to false creates the quote as draft.
Number
Discount
PO Number
Date
Valid Until
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
By default the discount is applied as a percentage, enabling this applies the discount as a fixed amount.
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
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
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