Connect SalesNexus and AccountingSuite to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap.

Add your action

An action happens after the trigger—such as "Create Cash Receipt" in AccountingSuite.

You’re connected!

Zapier seamlessly connects SalesNexus and AccountingSuite, automating your workflow.

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.

- Regarding
  Required
- Start Time
  Required
- End Time
- Type
  Required
Action
Write
Update Contact
Updates contact.
Action
Write
Create Opportunity
Creates a new opportunity.
Action
Write
Find Opportunity
Finds an opportunity.
Action
Search
- Name
  Required
- Account Type
  Required
- Code
- Parent
- Memo
- Cash Flow Section
Action
Write

- Vendor
  Required
- Product
  Required
- Quantity
  Required
- Cost
  Required
- Terms
- Ship To Location
- A/P Account
- Bill Date
- Address
- Delivery Date
- Project
- Class
- URL
- Memo
- Bill #
Action
Write
- Description
  Required
- Default Location
- Notes
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State
- Zip
- Country
Action
Write

- Customer
  Required
- Project / Job
  Required
- Type
- Income (bdgt)
- Expense (bdgt)
- Hours
- Status
Action
Write
- Product
  Required
- Quantity
  Required
- Price
  Required
- Vendor
  Required
- Memo
- Shipto Location
- Project
- Classes
- PO#
- P.O.Date
- Delivery Date
Action
Write
- Customer
  Required
- SO#
- S.O.date
- Promise Date
- P.O./Ref.#
- Ship From Location
- Classes
- Project
- Product
  Required
- Quantity
  Required
- Price
  Required
- Discount
- Shipping
- Memo
Action
Write
- Task
  Required
- Project
- Class
- User
- Customer
- Date
- Hourly Rate
- Hours
- Billable
- SO #
Action
Write

Create Contact
Creates a new contact.
Action
Write
- Details
  Required
Action
Write
Update Opportunity
Updates opportunity.
Action
Write
- Customer
  Required
- Document
  Required
- Cash Payment
  Required
- Account
- Payment Method
- Date
- Ref#
- Invoice / Credit Selected
- Memo
Action
Write
- Address/Contact ID
  Required
- Company
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Cell
- Fax
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State
- Zip
- Country
- Remit To
- Sales Person
- Notes
- Job Title
Action
Write
- Name
  Required
- Terms
  Required
- Currency
  Required
- Is This A Customer?
- Is This A Vendor?
- Dwolla Email/ID
- Website
- Notes
- Price Level
- Sales Person
- Sales
- Expense
- A/R Account
- A/P Account
Action
Write
- Code
  Required
- Description
  Required
- Unit Of Measure
  Required
- Inventory Account
  Required
- Sales Account
  Required
- Cost Of Goods Sold
  Required
- Price
- Cost
- UPC
- Category
- Reorder Point
- Taxable
- Discount Is Taxable
- Costing Method
Action
Write
- Code
  Required
- Description
  Required
- Unit Of Measure
  Required
- Sales Account
  Required
- Expense Account
  Required
- Price
- Cost
- Category
- UPC
- Taxable
- Discount Is Taxable
Action
Write
- Customer
  Required
- Invoice#
- Invoice Date
- Terms
- Ship From Location
- Shipping Carrier
- Tracking #
- Delivery Date
- Project
- Class
- Sales Person
- P.O./Ref.#
- Product
  Required
- Quantity
  Required
- Price
  Required
- Memo
- Discount
- Shipping
Action
Write
- Full Name
  Required
Action
Write

For AI agents & developers

Use SalesNexus and AccountingSuite with AI agents and code

Beyond Zap workflows. Call SalesNexus and AccountingSuite actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose SalesNexus and AccountingSuite actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Activity
Create Cash Receipt

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger SalesNexus and AccountingSuite actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* salesnexus / accountingsuite action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect SalesNexus and AccountingSuite 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

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your SalesNexus to AccountingSuite integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About SalesNexus

SalesNexus is lead generation, lead management plus sales process automation and full featured CRM, that's simple to set up and use.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About AccountingSuite

AccountingSuite is a powerful, all-in-one business application for accounting, cloud banking, order management, inventory management, project and time tracking into one cloud-driven platform.