Saasu Help & Support

What Saasu Triggers and Actions are Supported?

Supported Triggers#

  • New Contact - Triggers when a new contact is created.
  • New Invoice - Triggers when a new invoice is created.

Supported Actions#

  • Create Service Invoice - Creates a new invoice using the service layout.
  • Create Item Invoice - Creates a new invoice using the Item layout and inventory items.
  • Create Contact - Creates a new contact.

How to Get Started with Saasu on Zapier

To get started with Saasu on Zapier, first you will need to click to connect your Saasu account to use with your Zap.

Click to connect Saasu

Next, you'll be asked to enter your Saasu File Id and Web Services Access Key

Saasu  API Key

To locate your API Key in your Saasu account, please follow these steps:

Click on Api settings screen link which will redirect to API Settings in your Saasu file.

Saasu API Key in Saasu account

Paste your File Id and Access key back into your Zapier account and then “Continue”. If your API was entered correctly, your Saasu account will now be successfully connected. You can edit your Saasu Account name by using the edit icon on the left.

Saasu  connection successfull

Common Problems with Saasu on Zapier

Error: Unable to complete the requested operation as it will cause negative stock-on-hand"#

If you're seeing this error, it means that the stock you have for the item is too low to fulfill. You'll first need to adjust the stock in Saasu, then replay the task from Task History to create the invoice (or test again if you're getting this error while setting up the zap).

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