Schedule by Zapier + Stafiz
Create billing schedules in Stafiz every month with Schedule by Zapier
Ensure a smooth and efficient billing process each month with this seamless workflow between Schedule and Stafiz. The moment a new month begins, the system generates a fresh bill in Stafiz, eliminating the need for manual input and providing continuity in your financial operations. This tool is particularly useful for businesses seeking to streamline their billing procedures and ease the burden of financial management.
Ensure a smooth and efficient billing process each month with this seamless workflow between Schedule and Stafiz. The moment a new month begins, the system generates a fresh bill in Stafiz, eliminating the need for manual input and providing continuity in your financial operations. This tool is particularly useful for businesses seeking to streamline their billing procedures and ease the burden of financial management.
- When this happens...
Every MonthTriggers every month, on the day(s) selected.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create BillCreates a Bill in the system
ActionWriteCreate a new record or update an existing record in your app.
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Frequency TypeRequired
Interval
Start DateRequired
Time of DayRequired
Timezone Override (Optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Offset
Trigger on weekends?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Day of the WeekRequired
Time of DayRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill Line IDRequired
Bill IDRequired
Engagement ID
Object ID
Type
NumberRequired
PriceRequired
VAT
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bill Inbound iDRequired
EngagementRequired
Purchase IDRequired
Import ID
DescriptionRequired
AmountRequired
VAT
UnitsRequired
Currency
Paid
Approved
Received
Reception DateRequired
Date paidRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bill Payment IDRequired
Bill IDRequired
Reference
Description
AmountRequired
DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bill IDRequired
Reference Number
Engagement IDRequired
Billing Team ID
CRM Organization ID
Order ID
Type
DescriptionRequired
Amount
VAT
Additional Expenses
CurrencyRequired
Paid
Sent to Client
Emitted DateRequired
Payment DateRequired
Accounting Sent Date
Outbound Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Confirmed IDRequired
User IDRequired
Engagement IDRequired
CRM Activity ID
DateRequired
Amount
Start
Valid
Assignment ID
Import ID
Job Type ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CRM Activity IDRequired
Parent CRM Activity ID
Task Type IDRequired
User IDRequired
Engagement IDRequired
CRM Contact IDRequired
Organization IDRequired
Triggering Bill ID
Start Date
Start Hour
End Date
End Hour
Progress
Comment
Additional Information
Done
Imputable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CRM Contact IDRequired
Chief IDRequired
Organization IDRequired
User IDRequired
Team IDRequired
First NameRequired
Last Name
Job
E-Mail
Phone
Phone 2
Additional Information
Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CRM Organization IDRequired
Parent CRM Organization ID
User ID
Team IDRequired
NameRequired
Address - Line 1Required
Address - Line 2Required
ZIP Code
City
WebsiteRequired
SectorRequired
Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customized Content IDRequired
Customized Field IDRequired
Object IDRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customized Field IDRequired
FunctionRequired
NameRequired
Type
List
Family
Title
Required
Public
Order
Position
Assess Type
Additional Information
Satisfaction Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Engagement Opportunity Link IDRequired
Engagement IDRequired
Opportunity IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Engagement IDRequired
Engagement Type ID
Parent Engagement ID
Organization ID
CRM Contact ID
Start DateRequired
End DateRequired
DescriptionRequired
Internal Reference
Internal Type
Amount
Currency Symbol
Sale DateRequired
Status
Public Holiday
Holiday
Delete Locked
Timesheet Needs Validation
Job Name
Leaders ArrayRequired
Teams Array
Bill Type
Billing
Expenses Allowed
Billable Expenses DescriptionRequired
Billable Expenses
Billable Expenses Type
Maximum Expenses
Address
City
VAT
Chances to Win
Proposal Lost Reason
Import ID
Invoice Additional Options JSON
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense IDRequired
Engagement IDRequired
Expense Type IDRequired
Expense DateRequired
CurrencyRequired
AmountRequired
TaxRequired
DescriptionRequired
User IDRequired
BillableRequired
CRM Activity ID
Accounting Date
CRM Organization ID
To Reimburse
Reimbursement Requested
Validated
Bill ID
Refused
Reimbursed
Sent to Accounting
Company Cash
Import
File Name
Additional Information
Team ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HistoryRequired
TypeRequired
NumberRequired
PriceRequired
Engagement
Subtask
Line
Cost
Unit type
Comment
Acting as
Ordre
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EngagementRequired
DateRequired
SaleRequired
Total amountRequired
Realization rateRequired
TypeRequired
Non Billable ExpensesRequired
Discount
Reference
Comment
Kpi
Discount Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
NameRequired
Email
Date
Status
Status 2
Deadline
Last Contact
Historic
Source
Finished
Position
Import
Created User
CV Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID of the userRequired
type of jobRequired
starting dateRequired
ID of the import, from the import table
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Type
Bill Type
Internal Ref
StartRequired
EndRequired
Amount
SaleRequired
Leaders Array
Billing
Expenses allowed
Expenses billable
Expense billing type
Expense descriptionRequired
Maximum expenses
Opportunity Status
Status 2
Currency
Cant Delete
Public Holiday
Holidays
Client Person ID
DescriptionRequired
Teams Array
Chances
Reason
Import
Valid Times
Invoice options
Address
City
VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EngagementRequired
Purchase TypeRequired
DateRequired
Purchase Amount
Purchase CurrencyRequired
Sale Amount
Reference
DescriptionRequired
Person
Organization
Subtask
Automatic Update
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
HR Applicant ID
TypeRequired
Text ValueRequired
Text Value 2Required
Int Value
Int Value 2
Skill TypeRequired
Import
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Creation date
EngagementRequired
Subtask
Organization
Contact
Date From
Date To
Type
ObjectRequired
Comment
RequesterRequired
Manager
Number of Days
Other
Status
Kanban Column Id
Team ID
Priority
Additional Information
People types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item ModelRequired
IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Type
First NameRequired
Last NameRequired
Teams
JobRequired
Comment
Arrival
Departure
Holiday Validor
Preference on Days to Display
Timesheets Display Type
Activity Display Type
Number of fractions per day for Timesheets
Number of fractions per day for Staffing
User's ADR Currency
Country
Language
Expenses Validator
Holidays Validator
Timesheets Validator
Company Card
Options
Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Time of DayRequired
Trigger on weekends?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Day of the MonthRequired
Time of DayRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill IDRequired
Engagement ID
Object ID
Type
NumberRequired
PriceRequired
VAT
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Engagement IDRequired
Purchase IDRequired
Import ID
DescriptionRequired
AmountRequired
VAT
UnitsRequired
Currency
Paid
Approved
Received
Reception DateRequired
Date of paymentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bill IDRequired
Reference
Description
AmountRequired
DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference Number
Engagement IDRequired
Billing Team ID
Organization ID
Order ID
User ID (Created By)
Linked Bill ID
Type
DescriptionRequired
Amount
VAT
Additional Expenses
CurrencyRequired
Paid
Sent to Client
Emitted DateRequired
Payment DateRequired
Accounting Sent Date
Outbound Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Engagement IDRequired
CRM Activity ID
DateRequired
Amount
Start
Valid
Assignment ID
Import ID
Job Type ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent CRM Activity ID
Task Type IDRequired
User IDRequired
Engagement IDRequired
CRM Contact IDRequired
Organization IDRequired
Triggering Bill ID
Start Date
Start Hour
End Date
End Hour
Progress
Comment
Additional Information
Done
Imputable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Chief IDRequired
Organization IDRequired
User IDRequired
Team IDRequired
First NameRequired
Last Name
Job
E-Mail
Phone
Phone 2
Additional InformationRequired
Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent CRM Organization ID
User ID
Team IDRequired
NameRequired
Address - Line 1Required
Address - Line 2Required
ZIP Code
City
WebsiteRequired
SectorRequired
Import ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customized Field IDRequired
Object IDRequired
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FunctionRequired
NameRequired
Type
List
Family
Title
Required
Public
Order
Position
Assess Type
Additional Information
Satisfaction Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Engagement IDRequired
Opportunity IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Engagement Type ID
Parent Engagement ID
Organization ID
CRM Contact ID
Start DateRequired
End DateRequired
DescriptionRequired
Internal Reference
Internal Type
Amount
Currency Symbol
Sale DateRequired
Status
Public Holiday
Holiday
Delete Locked
Timesheet Needs Validation
Job Name
Leaders Array
Teams Array
Bill Type
Billing
Expenses Allowed
Billable Expenses DescriptionRequired
Billable Expenses
Billable Expenses Type
Maximum Expenses
Address
City
VAT
Chances to Win
Proposal Lost Reason
Import ID
Invoice Additional Options JSON
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Engagement IDRequired
Expense Type IDRequired
Expense DateRequired
CurrencyRequired
AmountRequired
TaxRequired
DescriptionRequired
User IDRequired
BillableRequired
CRM Activity ID
Accounting Date
CRM Organization ID
To Reimburse
Reimbursement Requested
Validated
Bill ID
Refused
Reimbursed
Sent to Accounting
Company Cash
Import
File Name
Additional Information
Team ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item ModelRequired
IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
HistoryRequired
TypeRequired
NumberRequired
PriceRequired
Engagement
Subtask
Line
Cost
Unit type
Comment
Acting as
Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
EngagementRequired
DateRequired
SaleRequired
Total amountRequired
Realization rateRequired
TypeRequired
Non Billable ExpensesRequired
Discount
Reference
Comment
Kpi
Discount Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
First Name
Name
Email
Date
Status
Status 2
Deadline
Last Contact
Historic
Source
Finished
Position
Import
Created User
CV Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
ID of the userRequired
type of jobRequired
starting dateRequired
ID of the import, from the import table
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Job NameRequired
Type
Bill Type
Internal Reference
StartRequired
EndRequired
Amount
SaleRequired
Leaders
Billing
Expenses Allowed
Billable expenses
Expense billing type
Expense descriptionRequired
Maximum expenses
Opportunity Status
Status 2
Currency
Cant Delete
Public Holiday
Holidays
Client Person ID
DescriptionRequired
Teams
Chances
Reason
Import
Valid Times
Invoice options
Address
City
VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase IDRequired
EngagementRequired
Purchase TypeRequired
DateRequired
Purchase Amount
Purchase CurrencyRequired
Sale Amount
Reference
DescriptionRequired
Person
Organization
Subtask
Automatic Update
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Skill IDRequired
PersonRequired
HR Applicant ID
TypeRequired
Text ValueRequired
Text Value 2Required
Int Value
Int Value 2
Skill TypeRequired
Import
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Staffing Request IDRequired
Creation date
EngagementRequired
Subtask
Organization
Contact
Date From
Date To
Type
ObjectRequired
Comment
RequesterRequired
Manager
Number of Days
Other
Status
Kanban Column Id
Team ID
Priority
Additional Information
People types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item ModelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Email
Type
First Name
Last name
Teams
Job
Comment
Arrival
Departure
Holiday Validor
Preference on Days to Display
Timesheets Display Type
Staffing Display Type
Number of fractions per day for Timesheets
Number of fractions per day for Staffing
User's ADR Currency
Country
Language
Expenses Validator
Holidays Validator
Timesheets Validator
Company Card
Options
Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Schedule by Zapier
Related categories
About Stafiz
Related categories
Related Zap Templates
- Update bills in Stafiz every month with Schedule by Zapier
- Update Stafiz users every month with Schedule by Zapier
- Update hr applicants in Stafiz every month with Schedule by Zapier
- Create histories in Stafiz every month with Schedule by Zapier
- Update customized fields in Stafiz every month with Schedule by Zapier