Create integrations between ProWorkflow and Kobana (previously Boleto Simples) to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect ProWorkflow and Kobana (previously Boleto Simples) 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
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
Accept Project Request
Triggered when a Project Request is accepted in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed Task
Triggered when a Task is completed in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Company
Triggered when a Company is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact Location
Triggered when a Contact Location is edited in ProWorkflow. Please update the location of the contact connected to Zapier, to test.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Message
Triggered when a Message is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Request
Triggered when a Project Request is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Shared Note
Triggered when a Shared Note is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Time
Triggered when a Time is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggered when a Contact is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when an Invoice is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pending Company
Triggered when a Pending Company is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggered when a Project is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggered when a Quote is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggered when a Task is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Make Project Active
Triggered when a Project is reactivated in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Timer
Triggered when a Timer is started in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
LinkRequired
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag ID
NameRequired
TypeRequired
Address 1
Address 2
Address 3
API Fields
City
Country
Email
Facebook
Fax
LinkedIn URL
Phone
State
Twitter
Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
NameRequired
CostRequired
Date
Description
Taxable
Invoiced
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category IDRequired
NameRequired
Contacts
API Fields
Complete Date
Description
Due Date
Order
Order Level
Priority
Start Date
Time Allocated
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Contact IDRequired
Invoice TitleRequired
Project ID
Invoice Number
Company Name
Contact Name
Due Date
Line Item Name
Line Item Quantity
Line Item Rate
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Terms
Invoiced Date
Mark Project as Invoiced
Show Cost Breakdown
Discount Description
Discount Value
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Number
Client Company IDRequired
Category ID
Manager ID
Priority
Start Date
Due Date
Internal Client Contact ID
Internal Client Group ID
API Fields
Autonumber Option ID
Client Access
Clients
Complete Date
Contractors
Custom Fields
Custom Form Content
Custom Form Title
Custom Status ID
Description
Email Alerts
Group ID
Invoice Total
Private Notes
Quote Total
Staff
Template ID
Time Allocated
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Line Item Name
Line Item Quantity
Line Item Rate
Line Item Description
Line Item Taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Shared Note TitleRequired
Shared Note ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project IDRequired
Contacts
Category ID
Template ID
Add Template Contacts
API Fields
Billable
Complete Date
Description
Due Date
Order
Order Level
Priority
Start Date
Time Allocated
Type
Service Name
Service Description
Service Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Bookmark IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
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.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Bookmark IDRequired
Title
Link
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Address 1
Address 2
Address 3
Allow Login
API Fields
City
Company ID
Country
Email
Facebook
Fax
First Name
Last Name
Linkedin
Mobile Phone
Password
State
Title
Twitter
Username
Workphone
Zipcode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Invoice Title
Invoice Number
Status
Company Name
Contact Name
Paid Date
Due Date
Address Line 1
Line Item Name
Line Item Quantity
Line Item Rate
Address Line 2
City
State
Zip Code
Country
Description
Invoiced Date
Project ID
Show Cost Breakdown
Discount Description
Discount Value
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Accounted For
API Fields
Category ID
Clients
Company ID
Complete Date
Contractors
Custom Form Content
Custom Form Title
Custom Status ID
Description
Due Date
Group ID
Internal Client Contact ID
Internal Client Group ID
Invoiced
Invoice Total
Manager ID
Number
Paid
Priority
Private Notes
Quote Total
Staff
Start Date
Time Allocated
Title
Custom Fields
Supress Hook
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Quote Title
Approved Date
Status
Contact Name
Quote Number
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Quoted By
Quoted Date
Show Cost Breakdown
Custom Field Value
Valid to Date
Client View
Discount Description
Discount Value
Project ID
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
API Fields
Billable
Category ID
Complete Date
Contacts
Description
Due Date
Name
Order
Order Level
Priority
Start Date
Time Allocated
Type
Service Name
Service Description
Service Rate
Suppress Hook
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContractor Name
Search Email
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Message Title
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Quote Title
Search Quote Number
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Task Name
Search Task Description
Project ID
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Company NameRequired
Company TypeRequired
Address Part 1
City
State
Zipcode
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 foundContractor Name
Search Email
First NameRequired
Last NameRequired
Company IDRequired
Title
Address Line 1
Address Line 2
City
State
Zip Code
Country
Email
Mobile Phone
Work 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 foundSearch Project Title
Search Project Number
Search Project Description
Search Project Custom Form
TitleRequired
Project Number
Client Company IDRequired
Priority
Start Date
Due Date
Internal Client Contact ID
Internal Client Group ID
Autonumber Option ID
Client Access
Clients
Complete Date
Contractors
Custom Fields
Custom Form Content
Custom Form Title
Custom Status ID
Description
Email Alerts
Group ID
Private Notes
Quote Total
Staff
Template ID
Time Allocated
Category ID
Manager ID
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 Name
Search Email
Company IDRequired
First NameRequired
Last NameRequired
Address Line 1
Address Line 2
City
State
Zip Code
Country
Allow Login
Username
Password
Role ID
Group ID
Email
Mobilephone
Workphone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPagamento De Boleto Criado (bank_billet_payment.created)
Evento disparado quando um pagamento de boleto é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pagamento De Boleto Atualizado (bank_billet_payment.updated)
Evento disparado quando um pagamento de boleto é atualizado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Criado (bank_billet.created)
Evento disparado quando um boleto é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Vencido (bank_billet.overdue)
Evento disparado quando um boleto fica vencido.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Registrado (bank_billet.registered)
Evento disparado quando um boleto é registrado no banco.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Atualizado (bank_billet.updated)
Evento disparado quando os dados de um boleto são atualizados.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assinatura Excluída (customer_subscription.deleted)
Evento disparado quando uma assinatura é excluída.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cliente Criado (customer.created)
Evento disparado quando um cliente é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cliente Atualizado (customer.updated)
Evento disparado quando os dados de um cliente são atualizados.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Retorno Processado (discharge.processed)
Evento disparado quando um arquivo cnab de retorno é processado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Carnê Excluído (installment.deleted)
Evento disparado quando um carnê é excluído.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Parcelas Do Carnê Criadas (installment.processed)
Evento disparado quando todas as parcelas de um carnê foram criadas.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Baixado (remittance.downloaded)
Evento disparado quando o download de um arquivo cnab de remessa é realizado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Enviado (remittance.sent)
Evento disparado quando um arquivo cnab de remessa é enviado para o banco (somente quando a carteira de cobrança está com a VAN ativada).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ID do BoletoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NomeRequired
CNPJ/CPFRequired
Apelido/Nome Fantasia
Pessoa de Contato
E-mail
E-mail opcional
Nunca enviar e-mail para este cliente. Se marcado como true, o cliente não receberá e-mails automáticos.
Telefone
DDD do Celular
Número do Celular
CEPRequired
EndereçoRequired
N⁰ do Endereço
Complemento
BairroRequired
EstadoRequired
CidadeRequired
Endereço para arquivo remessa
Observações
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Arquivo CNAB (.ret)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Carteira de CobrançaRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
ID do Boleto
Carteira de Cobrança
Data de Pagamento (De)
Data de Pagamento (Até)
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ActionThis is an event a Zap performs.SearchFind existing data in your app
Complete Project
Triggered when a Project is completed in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Remove Project Request
Triggered when a Project Request is declined in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Triggered when a Contact is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Invoice
Triggered when an Invoice is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project
Triggered when a Project is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Quote
Triggered when a new Quote is added in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Task
Triggered when a Task is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggered when a Company is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File
Triggered when a File is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message
Triggered when a Message is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pending Contact
Triggered when a Pending Contact is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Request
Triggered when a Project Request is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Shared Note
Triggers when a new Shared Note is added to a Project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time
Triggered when a Time is added to ProWorkflow. Please check that you have recorded at least one time record in the last 2 weeks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Make Task Active
Triggered when a Task is reactivated in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Finish Timer
Triggered when a Timer is stopped in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
First NameRequired
Last NameRequired
TypeRequired
Address 1
Address 2
Address 3
Allow Login
API Fields
City
Country
Email
Facebook
Fax
Group ID
LinkedIn
Mobilephone
Password
Role ID
State
Tag ID
Title
Twitter
Username
Workphone
Zipcode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Contractor IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
NameRequired
Folder ID
Task ID
Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Line Item Name
Line Item Quantity
Line Item Rate
Line Item Description
Line Item Taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacts
Content
Original Message ID
Project ID
Task ID
Title
Files
Notifications
Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
API Fields
Budget
Contact ID
Custom Form Content
Custom Form Title
Description
Division ID
Due Date
Group ID
Start Date
Template ID
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Quote TitleRequired
Line Name
Line Item Quantity
Line Rate
Contact Name
Quote Number
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Quoted By
Quoted Date
Show Cost Breakdown
Custom Field Value
Valid to Date
Client View
Discount Description
Discount Value
Project ID
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Staff IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start TimeRequired
Task IDRequired
Time TrackedRequired
End Time
API Fields
Contact ID
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Address 1
Address 2
Address 3
API Fields
City
Code
Country
Email
Facebook
Fax
LinkedIn
Name
Phone
State
Twitter
Type
Zipcode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
AddressRequired
LatitudeRequired
LongitudeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message IDRequired
Contacts
Notifications
Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
API Fields
Budget
Custom Form Content
Custom Form Title
Description
Due Date
Start Date
Title
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag IDRequired
Change Name ToRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Record IDRequired
API Fields
Contact ID
End Time
Notes
Start Time
Time Tracked
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Search Email
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Search Email
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Invoice Title
Search Invoice Number
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Project Title
Search Project Number
Search Project Description
Search Project Custom Form
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Name
Search Email
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Search Email
First NameRequired
Last NameRequired
Client Company IDRequired
Email
Mobile Phone Number
Work Phone Number
Address Line 1
City
State
Country
Zipcode
Allow Client Login?
Username
Password
View All Company Projects
View All Project Tasks
View Quotes and Invoices
View Time Information
View Calendar
View Archived Projects
View Timeline
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundName
Search Email
Company IDRequired
First NameRequired
Last NameRequired
TypeRequired
Allow Login
Username
Password
Role ID
Group ID
Tag ID
Facebook
LinkedIn
Twitter
Email
Title
Address Line 1
Address Line 2
Address Line 3
City
State
Zip Code
Country
Mobile Phone
Work Phone
API Fields
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 Invoice Title
Search Invoice Number
Company ID
Contact IDRequired
Invoice TitleRequired
Project ID
Invoice Number
Company Name
Contact Name
Due Date
Line Item Name
Line Item Quantity
Line Item Rate
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Terms
Invoiced Date
Mark Project as Invoiced
Show Cost Breakdown
Discount Description
Discount Value
Taxable
Tax Rate
API Fields
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 Quote Title
Search Quote Number
Contact IDRequired
Quote TitleRequired
Line Name
Line Item Quantity
Line Rate
Contact Name
Quote Number
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Quoted By
Quoted Date
Show Cost Breakdown
Custom Field Value
Valid to Date
Client View
Discount Description
Discount Value
Project ID
Taxable
Tax Rate
API Fields
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 Task Name
Search Task Description
Project IDRequired
NameRequired
Description
Contacts
Time Allocated
Service Name
Service Description
Service Rate
Start Date
Due Date
Complete Date
Type
Priority
Billable
Order
Order Level
Category ID
Template ID
Add Template Contacts
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPagamento De Boleto Excluído (bank_billet_payment.created)
Evento disparado quando um pagamento de boleto é excluído.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Cancelado (bank_billet.canceled)
Evento disparado quando um boleto é cancelado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PDF Do Boleto Gerado (bank_billet.generated)
Evento disparado quando o PDF do boleto é gerado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Pago (bank_billet.paid)
Evento disparado quando um boleto é pago.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Rejeitado (bank_billet.rejected)
Evento disparado quando um boleto é rejeitado pelo banco.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assinatura Criada (customer_subscription.created)
Evento disparado quando uma assinatura é criada.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assinatura Atualizada (customer_subscription.updated)
Evento disparado quando uma assinatura é atualizada.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cliente Excluído (customer.deleted)
Evento disparado quando um cliente é excluído.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Retorno Criado (discharge.created)
Evento disparado quando um arquivo cnab de retorno é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Carnê Criado (installment.created)
Evento disparado quando um carnê é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PDF Das Parcelas Do Carnê Gerados (installment.generated)
Evento disparado quando os PDFs de todas as parcelas de um carnê foram gerados.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Criado (remittance.created)
Evento disparado quando um arquivo cnab de remessa é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Processado (remittance.processed)
Evento disparado quando um arquivo cnab de remessa é processado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Carteira de Cobrança
Quantia - R$Required
Data de VencimentoRequired
DemonstrativoRequired
Instruções para o Caixa
Cliente
Nome do cliente
CNPJ/CPF
E-mail do cliente
E-mail opcional
Telefone
CEP
Endereço
N⁰ do Endereço
Complemento
Bairro
Estado
Cidade
Número do Doc.
Tipo do Doc.
Data do Doc.
Valor do Doc. - R$
Local de Pagamento
Acceptance (Aceite)
Sacador/Avalista
CNPJ/CPF do Sacador/Avalista
Nome do arquivo em anexo
Evitar Registro no Banco
Etiquetas (Tags)
Observações
Meta
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID do BoletoRequired
Valor Pago - R$Required
Data do PagamentoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Carteira de CobrançaRequired
Quantia - R$Required
Ciclo
Data da Primeira Cobrança
Antecedência (em dias)
Data da Última Cobrança
DemonstrativoRequired
Instruções para o Caixa
Cliente
Nome do cliente
CNPJ/CPF
E-mail do cliente
Telefone
CEP
Endereço
N⁰ do Endereço
Complemento
Bairro
Estado
Cidade
Número do Doc.
Tipo do Doc.
Data do Doc.
Valor do Doc. - R$
Local de Pagamento
Acceptance (Aceite)
Sacador/Avalista
CNPJ/CPF do Sacador/Avalista
Nome do arquivo em anexo
Evitar Registro no Banco
Etiquetas (Tags)
Observações
Meta
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Carteira de CobrançaRequired
Quantia - R$Required
Ciclo
Data da Primeira Cobrança
ParcelasRequired
DemonstrativoRequired
Instruções para o Caixa
Cliente
Nome do cliente
CNPJ/CPF
E-mail do cliente
Telefone
CEP
Endereço
N⁰ do Endereço
Complemento
Bairro
Estado
Cidade
Número do Doc.
Tipo do Doc.
Data do Doc.
Valor do Doc. - R$
Local de Pagamento
Acceptance (Aceite)
Sacador/Avalista
CNPJ/CPF do Sacador/Avalista
Nome do arquivo em anexo
Evitar Registro no Banco
Etiquetas (Tags)
Observações
Meta
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Nosso Número (our_number)
Nosso Número com DV limpo (processed_our_number_raw)
Carteira de Cobrança
Situação
CNPJ/CPF do Cliente
Data de Vencimento (De)
Data de Vencimento (Até)
Data de Pagamento (De)
Data de Pagamento (Até)
Data do Registro (De)
Data do Registro (Até)
Data de Criação (De)
Data de Criação (Até)
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Carteira de Cobrança
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Carteira de Cobrança
Código do Registro (our_code)
Data de Vencimento (De)
Data de Vencimento (Até)
ActionThis is an event a Zap performs.SearchFind existing data in your app