Run my Accounts

Run my Accounts Integrations

  • Create customers in Run my Accounts from new leads in Facebook Lead Ads

    Facebook Lead Ads is a great way to find new customers, but adding them manually to Run my Accounts is a real time-suck! Use this integration to add new Facebook Lead Ads leads as customers in Run my Accounts, automatically. No more wasted time and energy with manual entry!

    Note: This Zap Template requires your Facebook Lead Ad Form to be set to receive both the First Name and Last Name -- by default Facebook only includes Full Name. If you need help setting that up you can find instructions on how to do that here.

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Run my Accounts Integration Details

Launched on Zapier February 9, 2013

Zapier combines Triggers (like "New Payments") and Actions (like "Create Customer") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Run my Accounts Triggers, Searches, and Actions are supported by Zapier:

Create Customer

Create new customer.

Create AR Invoice

A new accounts receivables invoice with one part and full customer information.

Create AR Invoice With Multiple Parts

A new accounts receivables invoice with multiple parts and full customer information.

Create AR Transaction

New accounts receivable transaction with full customer information.

New Payments

Payments on accounts receivables.

New Customers

Triggers new customers in Run my Accounts.

New Invoices

Trigger to fetch newly created invoices.

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