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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Plumsail Forms.

Add your action

An action happens after the trigger—such as "Create Account" in Balabook.

You’re connected!

Zapier seamlessly connects Plumsail Forms and Balabook, automating your workflow.

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.

- Public Form
  Required
Trigger
Instant
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- Form ID
  Required
- Submission ID
  Required
Action
Write
New Estimates
Triggers when a new expense is created.
Trigger
Polling
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New Invoices
Triggers when a new invoice is created.
Trigger
Polling
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New Partners
Triggers when a new partner is created.
Trigger
Polling
Try It

- Account code
- Account name
  Required
- Description
- Account type
  Required
- Account sub type code
- Currency
  Required
Action
Write
- Expense description
  Required
- Expense date
  Required
- Expense price
  Required
- Expense V.A.T. code
  Required
- Currency
  Required
- Expense account code
  Required
- Expense paid through account code
  Required
- Expense item type
  Required
Action
Write

- Partner name
  Required
- VAT number
- Relationship
  Required
- Website
- Currency code
- Address type
  Required
- Address line 1
  Required
- Address line 2
- Address line 3
- State or province
- Post code
  Required
- City
  Required
- Country
  Required
- Contact type
  Required
- First name
  Required
- Last name
  Required
- Email
- Phone number
- Notes
Action
Write

- File URL
  Required
Action
Write
New Accounts
Triggers when a new account is added in your charts of accounts.
Trigger
Polling
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New Expenses
Triggers when a new expense is created.
Trigger
Polling
Try It
New Journal Entries
Triggers when a new journal entry is created.
Trigger
Polling
Try It
New Transactions
Triggers when a new transaction is created.
Trigger
Polling
Try It
- Partner account code
  Required
- Estimate type
  Required
- Estimate issue date
  Required
- Estimate expiry date
  Required
- Currency
  Required
- Line item description
  Required
- Line item quantity
  Required
- Line item V.A.T. code
  Required
- Line item price
  Required
- Line item discount
- Line item type
  Required
- Estimate notes
- Estimate terms
Action
Write
- Partner account code
  Required
- PO number
- Invoice date
  Required
- Invoice due date
  Required
- Currency
  Required
- Line item description
  Required
- Line item quantity
  Required
- Line item V.A.T. code
  Required
- Line item price
  Required
- Line item discount
- Line item type
  Required
- Notes
- Terms
Action
Write
- Transaction type
  Required
- Transaction date
  Required
- Currency
  Required
- Transaction account code
  Required
- Transaction notes
- Transaction line item reference
  Required
- Transaction line item V.A.T. code
  Required
- Transaction line item account code
  Required
- Transaction line item amount
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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Connect Plumsail Forms and Balabook to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Plumsail Forms to Balabook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

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Related categories

Forms & Surveys

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About Balabook

Balabook is an accounting software for business owners and accounting firms to help improve the financial management of their respective companies and clients.