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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

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Run my Accounts and Teamgate 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.
An illustration representing how to automate lead management with Zapier.

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.

Choose a Trigger
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Choose an Action

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.

    • Invoice NumberRequired

    • DatepaidRequired

    • Amount PaidRequired

    • Payment Account NumberRequired

    • Memo

    • Source

    Action
    Write
    • Invoice NumberRequired

    • CurrencyRequired

    • Invoice DateRequired

    • DuedateRequired

    • Customer NumberRequired

    • Customer NameRequired

    • Customer Address1

    • Customer Address2

    • Customer Zipcode

    • Customer City

    • Customer Country

    • Customer Email

    • Customer Contact Salutation

    • Customer Contact Firstname

    • Customer Contact Lastname

    • Customer Taxnumber

    • Customer Terms

    • Bank Name

    • Bank Address 1

    • Bank Address 2

    • Bank ZIP Code

    • Bank City

    • Bank Country

    • Bank IBAN

    • Bank Bic

    • Customer Phone

    • Customer Mobile

    • Customer Fax

    • Customer State

    • Invoice Description

    • Notes

    • Tax Included

    • Department

    • ESR Number

    • Part NumberRequired

    • Part Quantity

    • Part SellpriceRequired

    • Part Description

    • Part Discount

    • Part Unit

    • Payment Account

    • Order Number

    • Internal Notes

    Action
    Write
    • General Ledger ReferenceRequired

    • Transaction DateRequired

    • Debit Account NumberRequired

    • Credit Account NumberRequired

    • AmountRequired

    • Description

    • Currency

    • Exchange Rate

    • Notes

    • Department ID

    Action
    Write
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About Run my Accounts

Bookkeeping service for Swiss SME. Scan your documents and you are done.

Related categories

  • Accounting
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teamgate logo

About Teamgate

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
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