Process Street + QuickBooks Online + Actionstep Integrations
How to connect Process Street + QuickBooks Online + Actionstep
Zapier lets you send info between Process Street, QuickBooks Online, and Actionstep automatically—no code required.
- Free forever for core features
- 14 day trial for premium features & apps
Do even more with Process Street + QuickBooks Online + Actionstep
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 Process Street, QuickBooks Online, and Actionstep. And don’t forget that you can add more apps and actions to create complex workflows.
Data SetRequired
Only trigger for new records added to this data set.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Data SetRequired
Only trigger for records updated in this data set.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
If you want to use form fields, you need to select a workflow on this step.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
If you want to use form fields, you need to select a workflow on this step.
Task
This will be populated once a workflow is selected (matches any task if left blank).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Data SetRequired
Select the data set that you want to add to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkflowRequired
Workflow Run IDRequired
Workflow Run Name
Workflow Run Status
Assign to
The email address of the assignee.
Due Date
The workflow run's due date.
Shared
Whether or not the workflow run is shared (i.e. can be seen without logging in).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Data SetRequired
Select the data set that you want to search.
ActionThis is an event a Zap performs.SearchFind existing data in your appData SetRequired
Select the data set that you want to add to.
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 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 found
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a participant/contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Participant TypeRequired
The type to associate the participant with.
ParticipantRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company/Business NameRequired
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization's participant/contact record.
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization participant record.
Phone 1 - Label
Phone 1 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Division ID
Optional - if using multiple divisions, set this to specify which division this contact record belongs to.
Phone 2 - Label
Phone 2 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Notes
Import External Reference
An arbitrary string value you can assign to this participant (contact).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salutation
First Name
Middle Name(s)
Last NameRequired
Suffix
Follows the full name of an Individual participant/contact. (e.g. MD, Ph.D.).
Preferred Name
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization's participant/contact record.
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization participant record.
Phone 1 - Label
Phone 1 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Occupation
Birthday
Date of Death
Marital Status
Gender
Division ID
Optional - if using multiple divisions, set this to specify which division this contact record belongs to.
Phone 2 - Label
Phone 2 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Notes
Import External Reference
An arbitrary string value to assign to this participant/contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter IdRequired
The matter id to which this disbursement should be linked.
DateRequired
The date applicable to this disbursement.
DescriptionRequired
Description for this disbursement.
Quantity
The quantity for this disbursement.
Unit priceRequired
The unit price for this disbursement.
Includes TaxRequired
Does the unit price specified include tax? Valid values are T or F.
Tax Code IdRequired
The unique id for the tax code applicable to this disbursement.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
The unique id for this company contact.
Company/Business Name
The name of the company, organisation, or business.
Physical Address - Line 1
The first line of the company's physical address.
Physical Address - Line 2
The second line of the company's physical address.
Physical Address - City
The city of the company's physical address.
Physical Address - State/Province
The state or province for the company's physical address.
Physical Address - ZIP/Post Code
The zip or postal code for the company's physical address.
Physical Address - Country Code
The country for the company's physical address.
Mailing Address - Line 1
The first line of the company's mailing address.
Mailing Address - Line 2
The second line of the company's mailing address.
Mailing Address - City
The city of the company's mailing address.
Mailing Address - State/Province
The state or province for the company's mailing address.
Mailing Address - ZIP/Post Code
The zip or postal code for the company's mailing address.
Mailing Address - Country Code
The country for the company's mailing address.
Phone 1 - Label
The label to be assigned to the company's first phone number.
Phone 1 - Country Code
The country for the company's first phone number.
Phone 1 - Area Code
The area code for the company's first phone number.
Phone 1 - Number
The number for the company's first phone number.
Phone 1 - Notes
Any notes for the company's first phone number.
Fax Number
The company's fax number.
SMS Number
The company's SMS number.
Email Address
The company's email address.
Website Address
The Company's website address.
Phone 2 - Label
The label to be assigned to the company's second phone number.
Phone 2 - Country Code
The country for the company's second phone number.
Phone 2 - Area Code
The area code for the company's second phone number.
Phone 2 - Number
The number for the company's second phone number.
Phone 2 - Notes
Any notes for the company's second phone number.
Phone 3 - Label
The label to be assigned to the company's third phone number.
Phone 3 - Country Code
The country for the company's third phone number.
Phone 3 - Area Code
The area code for the company's third phone number.
Phone 3 - Number
The number for the company's third phone number.
Phone 3 - Notes
Any notes for the company's third phone number.
Phone 4 - Label
The label to be assigned to the company's fourth phone number.
Phone 4 - Country Code
The country for the company's fourth phone number.
Phone 4 - Area Code
The area code for the company's fourth phone number.
Phone 4 - Number
The number for the company's fourth phone number.
Phone 4 - Notes
Any notes for the company's fourth phone number.
Import External Reference
An arbitrary string value to assign to this participant/contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
The unique Id for the contact (participant) you wish to update.
Salutation
The salutation for the contact
First Name
The contact's first name.
Middle Names(s)
The contact's middle name(s).
Last Name
The contact's last name.
Suffix
Follows the full name of an Individual participant/contact (e.g. MD, Ph.D.).
Preferred Name
The contact's preferred name.
Physical Address - Line 1
The first line of the contact's physical address.
Physical Address - Line 2
The second line of the contact's physical address.
Physical Address - City
The city of the contact's physical address.
Physical Address - State/Province
The state or province for the contact's physical address.
Physical Address - ZIP/Post Code
The ZIP or postal code for the contact's physical address.
Physical Address - Country Code
The country code for the contact's physical address.
Mailing Address - Line 1
The first line of the contact's mailing address.
Mailing Address - Line 2
The second line of the contact's mailing address.
Mailing Address - City
The city of the contact's mailing address.
Mailing Address - State/Province
The state or province of the contact's mailing address.
Mailing Address - ZIP/Post Code
The zip or postal code of the contact's mailing address.
Mailing Address - Country Code
The country code for the contact's mailing address.
Phone 1 - Label
The label to assign to the contact's first phone number.
Phone 1 - Country Code
The country code for the contacts first phone number.
Phone 1 - Area Code
The area code for the contact's first phone number.
Phone 1 - Number
The number for the contact's first phone number.
Phone 1 - Notes
Any notes for the contact's first phone number.
Fax Number
The fax number for this contact.
SMS Number
The SMS number for this contact.
Email Address
The email address for this contact.
Website Address
The website address for this contact.
Occupation
The occupation for this contact.
Birthday
The birthday for this contact.
Date of Death
The date of death for this contact.
Marital Status
The marital status for this contact.
Gender
The gender for this contact.
Phone 2 - Label
The label to assign to the contact's second phone number.
Phone 2 - Country Code
The country code for the contact's second phone number.
Phone 2 - Area Code
The area code for the contact's second phone number.
Phone 2 - Number
The number for the contact's second phone number.
Phone 2 - Notes
Any notes for the contact's second phone number.
Phone 3 - Label
The label to assign to the contact's third phone number.
Phone 3 - Country Code
The country code for the contact's third phone number.
Phone 3 - Area Code
The area code for the contact's third phone number.
Phone 3 - Number
The number for this contact's third phone number.
Phone 3 - Notes
Any notes for this contact's third phone number.
Phone 4 - Label
The label to assign to the contact's fourth phone number.
Phone 4 - Country Code
The county code for this contact's fourth phone number.
Phone 4 - Area Code
The area code for the contact's fourth phone number.
Phone 4 - Number
The number for the contact's fourth phone number.
Phone 4 - Notes
Any notes for this contact's fourth phone number.
Import External Reference
An arbitrary string value to be assigned to this participant/contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field Value IdRequired
Enter the custom field value id for the custom field value you want to update.
Custom Field ValueRequired
The value you want to assign to this custom field value.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field NameRequired
Enter the name of the custom field you would like to search for.
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Field IdRequired
Enter the custom field id.
Matter IdRequired
Enter the matter id.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch propertyRequired
The property of a matter on which you want to search. For example, name, status, or reference.
Search valueRequired
The value you are looking for.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
Assigned to Participant ID
The participant/contact ID of whom the action/matter will be assigned to. If omitted, it will default to the current API user.
Action TypeRequired
Action NameRequired
Action StatusRequired
File Reference
File reference can be used for cross-referencing an action/matter between Actionstep and another system.
Priority
File Note
Import External Reference
An arbitrary value you can attach to a created matter.
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 propertyRequired
The property of a participant on which you want to search. For example, firstName, or lastName.
Search valueRequired
Indentity TypeRequired
Set participant/contact as a Company or an Individual.
Company/Business Name
Required for a Company participant/contact. Optional for an Individual participant/contact. This serves as the Employer field if used on an Individual.
Salutation
First Name (Individual Only)
Not used by Company participant/contact.
Middle Name(s) (Individual Only)
Not used by Company participant/contact.
Last Name (Individual Only)
Required for an Individual participant/contact. Not used by Company participant/contact.
Suffix (Individual Only)
Follows the full name of an Individual participant/contact. (e.g. MD, Ph.D.). Not used by Company participant/contact.
Preferred Name (Individual Only)
Not used by Company participant/contact.
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization's participant/contact record.
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization participant record.
Phone 1 - Label
Phone 1 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Occupation (Individual Only)
Not used by Company participant/contact.
Birthday
Date of Death
Marital Status
Gender
Division ID
Optional - if using multiple divisions, set this to specify which division this contact record belongs to.
Phone 2 - Label
Phone 2 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Notes
Import External Reference
An arbitrary data value to store against this participant.
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
Data SetRequired
Only trigger for records deleted from this data set.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
If you want to use form fields, you need to select a workflow on this step.
Author
The email address of the author of the attachment (matches any author if left blank).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
If you want to use form fields, you need to select a workflow on this step.
Author
The email address of the author of the comment (matches any author if left blank).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Data SetRequired
Select the data set that you want to delete from.
Data Set RecordRequired
Provide the ID of the record that you want to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Data SetRequired
Select the data set that you want to update.
Data Set RecordRequired
Provide the ID of the record that you want to update.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow Run ID
Workflow
Workflow run name
The full or partial name of a workflow run.
Workflow run status
Assigned to
The email address of the assignee (matches any assignee if left blank).
Due date
The workflow run's due date.
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow Run ID
WorkflowRequired
Workflow run name
The full or partial name of a workflow run.
Workflow run status
Assigned to
The email address of the assignee (matches any assignee if left blank).
Due date
The workflow run's due date.
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 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 foundNew Matter
Triggers when an action/matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File Note
Triggers when a new file note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter Step Changed
Triggers when a step change occurs on an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Matter
Triggers when an existing Matter is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assigned to Participant ID
The participant/contact ID of whom the action/matter will be assigned to. If omitted, it will default to the current API user.
Action TypeRequired
Action NameRequired
Action StatusRequired
File Reference
File reference can be used for cross-referencing an action/matter between Actionstep and another system.
Priority
File Note
Import External Reference
An arbitrary value you can attach to a created matter.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
The action/matter to associate the file note with.
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Rate Sheet
The Rate Sheet ID to assign to this task (leave blank for non-billable tasks).
Assigned ToRequired
The Participant ID that the task is to be assigned to.
Action IDRequired
The Action ID to associate the task with.
Task NameRequired
The name of the tas.
Task StatusRequired
The status of the Task.
PriorityRequired
The priority of the Task.
Due DateRequired
The Due Date/time for the task being created.
Actual HoursRequired
The actual number of hours (decimal value, ie 1.5 = 1 hour 30 minutes) worked for this task (use 0 when task status is 'Not Started').
Billable HoursRequired
The number of hours worked (as a decimal) that should be billed for this task (use 0 for non-billable tasks or incomplete tasks).
Started Date/Time
The date/time the task was Started (only required if the task status is 'Complete' or 'In Progress').
Completed Date/Time
The date/time the task was Completed (only required when the task Status is 'Complete').
Description
The description (or additional information) of the task being created.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date
Date applicable to this time entry.
DescriptionRequired
The description for this time entry
Actual HoursRequired
The number of actual hours (specified as a decimal, e.g. 1.50) for this time entry.
Billable Hours
The number of billable hours (specified as a decimal, e.g. 2.50) for this time entry.
Rate
The rate applicable to this time entry.
Matter Id
The id of the matter to which this time entry is related.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File Note IdRequired
The unique identifier for the matter file note you wish to update.
Note ContentRequired
The content you wish to update the file note with.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter IdRequired
The unique id for the matter to be updated.
Assign to Participant Id
The participant to which this matter is assigned.
Name
The name for this matter.
Status
The status for this matter.
Reference
The reference for this matter.
Priority
The priority for this matter.
Import External Reference
An arbitrary string value to assign to this matter.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
The unique Id for the task you wish to update.
Status
The status for the task.
Priority
The priority for the task.
Assigned To
The Participant Id that the task is to be assigned to.
Due Date
The date this task is due.
Actual Hours
The actual number of hours worked for this task (use 0 when task status is 'Not Started'). Specify as a decimal value, i.e. 1.5 = 1 hour 30 minutes.
Billable Hours
The number of hours worked (as a decimal) that should be billed for this task (use 0 for non-billable tasks or incomplete tasks).
Completed Date/Time
The date/time the task was Completed (only required when the task Status is 'Complete').
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tax CodeRequired
Enter the code for the tax code record you are searching for, e.g. "Z", or "N-T"
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch propertyRequired
The property of a participant on which you want to search. For example, firstName, or lastName.
Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
Indentity TypeRequired
Set participant/contact as a Company or an Individual.
Company/Business Name
Required for a Company participant/contact. Optional for an Individual participant/contact. This serves as the Employer field if used on an Individual.
Salutation
First Name (Individual Only)
Not used by Company participant/contact.
Middle Name(s) (Individual Only)
Not used by Company participant/contact.
Last Name (Individual Only)
Required for an Individual participant/contact. Not used by Company participant/contact.
Suffix (Individual Only)
Follows the full name of an Individual participant/contact. (e.g. MD, Ph.D.). Not used by Company participant/contact.
Preferred Name (Individual Only)
Not used by Company participant/contact.
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization's participant/contact record.
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization participant record.
Phone 1 - Label
Phone 1 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Occupation (Individual Only)
Not used by Company participant/contact.
Birthday
Date of Death
Marital Status
Gender
Division ID
Optional - if using multiple divisions, set this to specify which division this contact record belongs to.
Phone 2 - Label
Phone 2 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Area Code
For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Number
The local phone number (excludes country code and local area code). For example, an international phone number format +64 234 5678 has "64" as the country code, "234" as the local area code and "5678" as the local phone number.
Phone 4 - Notes
Import External Reference
An arbitrary data value to store against this participant.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundKeywordsRequired
Indentity TypeRequired
Set participant/contact as a Company or an Individual.
Company/Business Name
Required for a Company participant/contact. Optional for an Individual participant/contact. This serves as the Employer field if used on an Individual.
Salutation
First Name (Individual Only)
Not used by Company participant/contact.
Middle Name(s) (Individual Only)
Not used by Company participant/contact.
Last Name (Individual Only)
Required for an Individual participant/contact. Not used by Company participant/contact.
Suffix (Individual Only)
Follows the full name of an Individual participant/contact. (e.g. MD, Ph.D.). Not used by Company participant/contact.
Preferred Name (Individual Only)
Not used by Company participant/contact.
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization's participant/contact record.
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
The two letter country code (US = United States, AU = Australia, NZ = New Zealand etc). If omitted will default to the country of your organization participant record.