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Schedule by Zapier + Storage by Zapier + PST + Code by Zapier + QuickBooks Online

Create customers and invoices in QuickBooks Online from PST jobs every day

Every day, invoices from the PST system will be added to QuickBooks Online. This will allow you to use the QuickBooks functionality to process invoice data.

Every day, invoices from the PST system will be added to QuickBooks Online. This will allow you to use the QuickBooks functionality to process invoice data.

  1. When this happens...
    Schedule by ZapierSchedule by Zapier
    Every Month

    Triggers every month, just choose what day of the month.

    TriggerInstant
  2. automatically do this...
    PSTPST
    Get Jobs

    Gets Jobs based on search criteria

    ActionWrite
  3. then do this...
    Code by ZapierCode by Zapier
    Run Javascript

    Use Javascript to kick off a workflow. You must return an array of objects. This is an advanced trigger! Uses Node 10.x.x.

    ActionWrite
  4. then do this...
    QuickBooks OnlineQuickBooks Online
    Create Invoice

    Adds a new invoice (with line item support).

    ActionWrite
  5. then do this!
    Storage by ZapierStorage by Zapier
    Set Value

    Set a value stored at a defined key.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger on weekends?

      Should this Zap trigger on Saturday and Sunday?

    • Time of DayRequired

      Triggers relative to your timezone settings and defaults to UTC (GMT+00:00) if no preference is set. Note: You can also specify a time with a Custom Value in the formats "hh:mm aa", "hh:mm", or "hhhh" (e.g. "2:30pm", "14:30", or "1430").

    Trigger
    Instant
    Try It
    • Day of the MonthRequired

      Day of month this schedule should trigger on.

    • Time of DayRequired

      Triggers relative to your timezone settings and defaults to UTC (GMT+00:00) if no preference is set. Note: You can also specify a time with a Custom Value in the formats "hh:mm aa", "hh:mm", or "hhhh" (e.g. "2:30pm", "14:30", or "1430").

    Trigger
    Instant
    Try It
    • Firm Name

    • First Name

    • Last Name

    • Address 1

    • Address 2

    • City

    • State

    • Zip

    • Phone

    • Email Address

    • Is Client Active?

    • Is Server Active?

    • Is Client?

    • Is Attorney?

    • Is Server?

    • Username

    • PrePay Only?

    • Contact Name

    • Email Address

    • Contact Phone Number

    • Contact Phone Number Extension

    • Contact Is Default?

    • Contact Is Active?

    Action
    Write
    • Entity Serial NumberRequired

    • Name

    • EmailAddress

    • Phone

    • PhoneExtension

    • IsDefault

    • IsActive

    Action
    Write
    • Trigger on weekends?

      Should this Zap trigger on Saturday and Sunday?

    Trigger
    Instant
    Try It
    • Day of the WeekRequired

    • Time of DayRequired

      Triggers relative to your timezone settings and defaults to UTC (GMT+00:00) if no preference is set. Note: You can also specify a time with a Custom Value in the formats "hh:mm aa", "hh:mm", or "hhhh" (e.g. "2:30pm", "14:30", or "1430").

    Trigger
    Instant
    Try It
    • Case Number

    • Universal Case Number

    • County

    • Plaintiff

    • Defendant

    • TypeCourt

    • State

    • Plaintiff Title

    • Defendant Title

    • File Date

    • Amended File Date

    • Judge Serial Number

    • First Name

    • Last Name

    • Suffix

    • Client Serial Number

    • Client Reference Number

    • Description

    • Purpose

    • File Extension

    • Attachment File Bytes

    • Viewable By Server

    • Viewable By Client

    • Signed

    • Filed

    • Add Attachments

    Action
    Write
    • Client Reference Number

      A client-provided reference number for the Job

    • Documents To Serve

    • Court Date Time

    • Received Date Time

      The date and time the job was received.

    • Action Date

    • Expire Date

    • Last Serve Date

      The last day the paper/job can be served

    • Last Sub Serve Date

      The last day the paper/job can be sub-served

    • Priority

    • Married

    • Military

    • Party To Be Served First Name

    • Party To Be Served Last Name

    • Party To Be Served Suffix

    • Party To Be Served Address1

    • Party To Be Served Address 2

    • Party To Be Served City

    • Party To Be Served State

    • Party To Be Served Zip

    • Party To Be Served Prefix

    • Party To Be Served Relationship

    • Party To Be Served County

    • Party To Be Served Servee Detail Status

    • Party To Be Served Party Type

    • Party To Be Served Is Actual Service

    • Party To Be Served Is Representative To Be Served

    • Party To Be Served Served Date Time

    • Party To Be Served Type Service Serial Number

    • Party To Be Served Eye Color

    • Party To Be Served Other

    • Party To Be Served Age

    • Party To Be Served Sex

    • Party To Be Served Race

    • Party To Be Served Height

    • Party To Be Served Weight

    • Party To Be Served Hair

    • Party To Be Served Glasses

    • Attorney Serial Number

    • Attorney Firm Name

    • Attorney Last Name

    • Attorney First Name

    • Attorney Address 1

    • Attorney Address 2

    • Attorney City

    • Attorney State

    • Attorney Zip

    • Attorney Phone Number

    • Attorney Email Address

    • Attorney Client Active

    • Attorney Server Active

    • Attorney Is Client

    • Attorney Is Attorney

    • Attorney Is Server

    • Attorney User Name

    • Attorney Pre Pay Only

    • Attorney Password

    • Attorney Contact Name

    • Attorney Contact Email Address

    • Attorney Contact Phone Number

    • Attorney Contact Phone Number Extension

    • Attorney Contact Is Default?

    • Attorney Contact Is Active?

    • Client Serial Number

    • Client Firm Name

    • Client Last Name

    • Client First Name

    • Client Address 1

    • Client Address 2

    • Client City

    • Client State

    • Client Zip

    • Client Phone Number

    • Client Email Address

    • Client Active

    • Server Active

    • Is Client

    • Is Attorney

    • Is Server

    • User Name

    • Pre Pay Only

    • Password

    • Client Contact Name

    • Client Contact Email Address

    • Client Contact Phone Number

    • Client Contact Phone Number Extension

    • Client Contact Is Default?

    • Client Contact Is Active?

    • Server Serial Number

    • Server Is Default

    • Server Firm Name

    • Server First Name

    • Server Last Name

    • Server Address 1

    • Server Address 2

    • Server City

    • Server State

    • Server Zip

    • Server Phone

    • Server Email Address

    • Client Active

    • Server Active

    • Is Client

    • Is Attorney

    • Is Server

    • Server User Name

    • Server PrePay Only

    • Server Password

    • Server Create Contact Name

    • Server Create Contact Email

    • Server Create Contact Phone

    • Server Create Contact Phone Ext

    • Server Create Contact Is Default

    • Server Create Contact Is Active

    • Case Serial Number

    • Servee First Name

    • Servee Last Name

    • Servee Address 1

    • Servee Address 2

    • Servee City

    • Servee State

    • Servee Zip

    • Servee Prefix

    • Is Representative To Be Served

    • Is Actual Service

    • Party Type

    • Relationship

      The relationship of the person served to the party to be served (e.g., spouse)

    • County

    • Servee Detail Status

    • Servee Served Date Time

    • Servee Type Service Serial Number

    • Servee Eye Color

    • Servee Description Other

    • Servee Age

    • Servee Sex

    • Servee Race

    • Servee Height

    • Servee Weight

    • Servee Hair

    • Servee Glasses

    • Servee Attachment Description

    • Servee Attachment Purpose

    • Servee Attachment File Extension

    • Servee Attachment File Bytes

    • Servee Attachment Viewable By Server

    • Servee Attachment Viewable By Client

    • Servee Attachment Signed

    • Servee Attachment Filed

    • Servee Comment Date Time

    • Servee Comment Text

    • Servee Comment Is Attempt

    • Servee Comment Is Status Report

    • Servee Comment Is Affidavit

    • Servee Comment Is Field Sheet

    • Servee Comment Is Invoice

    • Servee Comment Is Diligence

    • Servee Comment Is Reviewed

    • Add Job Attachments By Guid

    • Judge Serial Number

    • Judge First Name

    • Judge Last Name

    • Judge Suffix

    • Case Client Serial Number

    • Case Client Reference Number

    • Case Number

    • Universal Case Number

    • Case County

    • Case Plaintiff

    • Case Defendant

    • Case Type of Court

    • Case State

    • Case Plaintiff Title

    • Case Defendant title

    • Case File Date

    • Case Amended File Date

    • CaseAttachmentDescription

    • CaseAttachmentPurpose

    • CaseAttachmentFileExt

    • CaseAttachmentFileBytes

    • CaseAttachmentViewableByServer

    • CaseAttachmentViewableByClient

    • CaseAttachmentSigned

    • CaseAttachmentFiled

    • Add Case Attachments by Guid

    • Attachment Description

    • Attachment Purpose

    • Attachment File Ext

    • Attachment File Bytes

    • Attachment Viewable By Server

    • Attachment Viewable By Client

    • Attachment Signed

    • Attachment Filed

    • Comment Date Time

    • Comment Text

    • Comment Is Attempt

    • Comment Is Field Sheet

    • Comment Is Invoice

    • Comment Is Diligence

    • Comment Is Reviewed

    • Comment Is Affidavit

    • Comment Is Status Report

    • Served Date Time

    • Type Service Serial Number

    • Eye Color

    • Age

    • Sex

    • Race

    • Height

    • Weight

    • Hair

    • Glasses

    • Recipient Description Other

    • SalesItemId

    • Rate

    • Quantity

    • Description

    • Purpose

    • File Extension

    • Attachment File Bytes

    • Viewable By Server

    • Viewable By Client

    • Signed

    • Filed

    • Comment Date Time

    • Comment Text

    • Is Attempt

    • Is Status Report

    • Is Affidavit

    • Is Field Sheet

    • Is Invoice

    • Is Diligence

    • Is Reviewed

    Action
    Write