Plumsail Documents + Axonaut Integrations
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New Axonaut User
Triggers when a new Axonaut user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Employee
Triggers when a new employee is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planQuotation statusRequired
Filter by status of the quotation.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Ticket
Triggers when a new support ticket is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany IDRequired
The ID of the company in which the employee has to be attached.
Employee firstname
The firstname of the employee.
Employee lastname
The firstname of the employee.
Employee email
The email of the employee.
Employee phone number
The phone number of the employee.
Employee cellphone number
The cellphone number of the employee.
Employee job
The job of the employee.
Employee custom fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense title
Title of the expense.
supplier id
Unique id of the supplier in Axonaut. Please specify this if "Supplier Thirdparty Code" is not set.
Supplier thirdparty code
Thirdparty code of the supplier in Axonaut. Please specify this if "Supplier Id" is not set.
Expense date
Date of the expense, format RFC3339.
Expense amount
Total amount of the expense, without taxes.
Tax rate
Example : enter
20for 20%. This tax rate must exist in Axonaut, or the line will be ignored.Tax accounting code
If you cannot recover the tax rate, please specify the accounting code of the tax. This accounting code must exist in Axonaut.
Tax amountRequired
Amount of this tax for the new expense. Example : enter
10for 10€.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IdRequired
Unique identifier of the invoice in Axonaut
Invoice NatureRequired
Nature of the invoice. 1 = Debit, 2 = Transfer, 3 = Check, 4 = Credit card, 5 = Cash, 6 = Other
Payment amountRequired
Amount of the payment
Payment DateRequired
Payment date. Please use format RFC3339. If empty, will create the payment at the time of the request.
Payment Reference
Reference of the payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product nameRequired
The name of the product.
Product price
The pre-tax unit price of the product.
Product tax rate
The tax rate of the product.
Product type
The type of the product.
Product description
The description of the product.
Product internal ID
The internal identifier of the product. Useful for third party applications.
Product code
The product code of the product.
Product weight
The weight of the product (grams).
Product location
The location of the product.
Product stock
The initial stock of the product.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IdRequired
The ID of the company in Axonaut of which the quotation has to be attached to.
Quotation Online Payment
The quotation is payable online. Warning : This option requires Stripe or GoCardless to be enabled on your Axonaut account !
Name
Name of the quotation line / product. If empty and Id or Internal id given, will use the name of the known product on Axonaut.
Price
Unit price of the line, without taxes. If empty and Id or Internal id given, will use the price of the known product on Axonaut.
Tax rate
Tax rate of the item If empty and Id or Internal id given, will use the tax rate of the known product on Axonaut.
Quantity
Quantity sold of this line. Default 1.
Description
Details of the quotation line. If empty and Id or Internal id given, will use the details of the known product on Axonaut.
Id
Product Id in Axonaut
Internal Id
Product internal Id in Axonaut
Tips
Please note that if both fields "Id" and "Internal Id" are empty, a new product will be created in Axonaut.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket titleRequired
The title of the ticket.
Ticket description
Short description of the ticket.
Ticket priority
The priority of the ticket.
Ticket company ID
The ID of the associated company.
Ticket project ID
The ID of the associated project.
Ticket custom fields
The custom fields of the ticket.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company idRequired
Identifier of the company
ActionThis is an event a Zap performs.SearchFind existing data in your appQuotation IDRequired
Get a quotation by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany name
Search companies with name containing the above string
Company Internal id
Search companies with internal id
Company type
Search companies with type : customer, prospect, supplier
Company address city
Search companies with city
Company addresse zipcode
Search companies with zipcode
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee email
Search for an Employee with email address containing the given string.
Employee phone
Search for an Employee with phone/cellphone containing the given string.
Company nameRequired
The name of the new company (not the person).
Company description
Short description of the company.
Company address street
The address street of the company (e.g 2460 L'Occitane)
Company address zip code
The address zip code of the company (e.g 31670)
Company address city
The address city of the company (e.g Labège)
Company address country
The address country of the company (e.g France)
Company SIRET
The SIRET number of the company.
Company Intracommunity number
The intracommunity number of the company.
Company Business Manager
The company's business manager's email on Axonaut (e.g johndoe@axonaut.com). Default : the owner of the API key.
Company custom fields
Custom fields of the Company : name of the field / value
Employee firstname
The firstname of the employee.
Employee lastname
The firstname of the employee.
Employee Gender
The gender of the employee.
Employee emailRequired
The email of the employee.
Employee phone number
The phone number of the employee.
Employee cellphone number
The cellphone number of the employee.
Employee Job
The job of the employee
Employee Custom Fields
Custom fields of the Employee : name of the field / value
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
Process NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Closed Ticket
Triggers when a ticket is closed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contract
Triggers when a new contract is created.
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 created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunities statusRequired
Filter by status of the opportunities.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany nameRequired
The name of the new company (not the person).
Company description
Short description of the company.
Company address street
The address street of the company (e.g 2460 L'Occitane)
Company address zip code
The address zip code of the company (e.g 31670)
Company address city
The address city of the company (e.g Labège)
Company address country
The address country of the company (e.g France)
Company SIRET
The SIRET number of the company.
Company Intracommunity number
The intracommunity number of the company.
Company Business Manager
The company's business manager's email on Axonaut (e.g johndoe@axonaut.com). Default : the owner of the API key.
Company custom fields
Custom fields of the Company : name of the field / value
Employee firstname
The firstname of the employee.
Employee lastname
The firstname of the employee.
Employee Gender
The gender of the employee.
Employee emailRequired
The email of the employee.
Employee phone number
The phone number of the employee.
Employee cellphone number
The cellphone number of the employee.
Employee Job
The job of the employee
Employee Custom Fields
Custom fields of the Employee : name of the field / value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event Date
The date of the event (do not use Event Date Timestamp if you use this).
Event date timestamp
The date in timestamp format of the event.
Find your date timestamp here : http://www.timestamp-tool.fr
Event contentRequired
The content of the event.
Event company ID
The ID of the company of which the event has to be attached to.
Employee Email
Email of the employee (contact of the event)
Event title
The title of the event.
Event duration
The duration of the event (minutes).
Event nature
The nature of the event.
Event status
Is this event done ?
Event users
Other users (colleagues) Axonaut emails.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee emailRequired
Email of the employee in the company you want to invoice. This employee must exist in Axonaut !
Invoice Contract ID
Id of the Contract to put the invoice into.
Allow Gocardless Payment
Allow this Invoice to be paid via Gocardless, if you have configured Gocardless on your Axonaut account
Delivery Address Company Name
Delivery Address Contact Name
Delivery address Street
Delivery address zip code
Delivery address city
Delivery address country
NameRequired
Name of the invoice line / product
PriceRequired
Unit price of the line, without taxes
Tax rate
Tax rate of the item. Default value : 0 (VAT 0%)
QuantityRequired
Quantity sold of this line
Description
Details of the invoice line.
Id
Product Id in Axonaut
Internal Id
Product internal Id in Axonaut
Reference
Reference of the product
Unit job costing
Unit job costing of the product, without taxes
Tips
Please note that if "Id", "Internal Id" and "Reference" fields are all empty, a new product will be created in Axonaut.
Invoice reference
Reference of the invoice in your system. Can be the order number in your e-commerce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company ID
Unique ID of the company. If empty, please fill Employee email.
Opportunity name
Name of the opportunity. If left blank, will be "Offre #x nom de l'entreprise"
Opportunity amountRequired
Amount of the opportunity
Opportunity comment
Comment field for opportunity.
Opportunity pipeRequired
Name of the pipe (please use exact name)
Opportunity stepRequired
Step in the opportunity pipe (please use exact name)
Business manager emailRequired
Email of the user who is in charge of the opportunity (has to be an Axonaut user)
Opportunity probabilityRequired
Percentage of winning the opportunity
Opportunity custom fields
Employee firstname
Firstname of the employee.
Employee lastname
Lastname of the employee.
Employee email
Email of the employee. If empty, please fill Company ID.
Employee phone
Phone number of the employee.
Employee cellphone
Cellphone of the employee
Employee gender
Gender of the employee.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Name of the new company (not the person)
Company Description
Short description of the company
Company Address street
The address street of the company (e.g 2460 L'Occitane)
Company Address zip code
The address zip code of the company (e.g 31670)
Company Address city
The address city of the company (e.g Labège)
Company Address country
The address country of the company (e.g France)
Company Custom fields
Company categories
Categories of the company
Company SIRET
The SIRET number of the company
Company Intracommunity number
The intracommunity number of the company
Company Business Manager
The company's business manager's email on Axonaut (e.g johndoe@axonaut.com). Default : the owner of the API key.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier nameRequired
The name of the supplier.
Supplier Description
Short description of the supplier.
Supplier Address street
The address street of the supplier (e.g 2460 L'Occitane).
Supplier Address zip code
The address zip code of the supplier (e.g 31670).
Supplier Address city
The address city of the supplier (e.g Labège).
Supplier Address country
The address country of the supplier (e.g France).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
The unique identifier of the Product.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contract IDRequired
Unique identifier of the Contract
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier IdRequired
The unique identifier of the Supplier.
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee email
Search for an Employee with email address containing the given string.
Employee phone
Search for an Employee with phone/cellphone containing the given string.
ActionThis is an event a Zap performs.SearchFind existing data in your app
How to connect Plumsail Documents + Axonaut
- Step 1: Authenticate Plumsail Documents and Axonaut.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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