- +3Storage by Zapier, PST, Code by Zapier
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.
- When this happens...
Every MonthTriggers every month, on the day(s) selected.
TriggerInstantThis event starts a Zap instantly. - automatically do this...
Get JobsGets Jobs based on search criteria
ActionWriteCreate a new record or update an existing record in your app. - then do this...
Run JavascriptUse Javascript to kick off a workflow. You must return an array of objects. This is an advanced trigger! Uses Node 10.x.x.
ActionWriteCreate a new record or update an existing record in your app. - then do this...
Create InvoiceAdds a new invoice (with line item support).
ActionWriteCreate a new record or update an existing record in your app. - then do this!
Set ValueSet a value stored at a defined key.
ActionWriteCreate a new record or update an existing record in your app.
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Frequency TypeRequired
Interval
Start DateRequired
Time of DayRequired
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.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Reference Number
Documents To Serve
Court Date Time
Received Date Time
Action Date
Expire Date
Last Serve Date
Last Sub Serve Date
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
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case Serial NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Server Select Mode
Server Serial Number
From Server Name
Through Server Name
From Date
ThroughDate
Include Line Items
Sort By
ServerLocality
FileReturnType
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Service Serial NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity Serial Number
Entity Type
Active Only
Search By
Search Text
Greater Than Change Number
Results Limit
Results Order By
Results Order Is Descending
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Batch Invoice Number
From Date
Through Date
Client Serial Number
Invoice Status
Greater Than Change Number
Include Total Invoice Count
Invoice Printed Type
Results Limit
Results Order By
Results Order Is Descending
Results Offset By
Include Line Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NumberRequired
Servee IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NumberRequired
Servee IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Active Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity Serial NumberRequired
Firm Name
Last Name
First Name
Address 1
Address 2
City
State
Zip
Phone Number
Email Address
Is Client Active?
Is Server Active?
Is Client?
Is Attorney?
Is Server?
Username
Entity Password
PrePay Only?
Contact Name
Contact Email Address
Contact Phone Number
Contact Phone Extension
Contact Is Default?
Contact Is Active?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NumberRequired
Attorney Serial Number
Firm Name
Last Name
First Name
Address1
Address2
City
State
Zip
Phone
Email Address
Client Active
Server Active
Is Client
Is Attorney
Is Server
User Name
Pre Pay Only
Password
Name
EmailAddress
Phone
PhoneExtension
IsDefault
IsActive
Client Serial Number
Firm Name
Last Name
First Name
Address1
Address2
City
State
Zip
Phone
EmailAddress
ClientActive
ServerActive
IsClient
IsAttorney
IsServer
UserName
PrePayOnly
Password
Name
EmailAddress
Phone
PhoneExtension
IsDefault
IsActive
ClientReferenceNumber
DocumentsToServe
CourtDateTime
ReceivedDateTime
ActionDate
ExpireDate
LastServeDate
LastSubServeDate
Priority
ServerSerialNumber
IsDefault
FirmName
LastName
FirstName
Address1
Address2
City
State
Zip
Phone
EmailAddress
ClientActive
ServerActive
IsClient
IsAttorney
IsServer
UserName
PrePayOnly
Password
Server Contact Name
Server Contact Email Address
Server Contact Phone
Server Contact Phone Extension
Server Contact Is Default
Server Contact Is Active
ServerSerialNumber
IsDefault
RemoveJobServerSerialNumbers
CaseSerialNumber
Case Number
UniversalCaseNumber
County
Plaintiff
Defendant
TypeCourt
State
PlaintiffTitle
DefendantTitle
FileDate
AmendedFileDate
JudgeSerialNumber
JudgeFirstName
JudgeLastName
JudgeSuffix
Client Reference Number
Client Serial Number
Add Case Attachments by Guid
CaseAttachmentDescription
CaseAttachmentPurpose
CaseAttachmentFileExt
CaseAttachmentFileBytes
CaseAttachmentViewableByServer
CaseAttachmentViewableByClient
CaseAttachmentSigned
CaseAttachmentFiled
FirstName
LastName
Address1
Address2
City
State
Zip
Prefix
IsRepresentativeToBeServed
IsActualService
PartyType
Relationship
County
ServeeDetailStatus
ServeeServedDateTime
ServeeTypeServiceSerialNumber
ServeeEyesColor
Servee Description Other
ServeeAge
ServeeSex
ServeeRace
ServeeHeight
ServeeWeight
ServeeHair
ServeeGlasses
ServeeAttachmentDescription
ServeeAttachmentPurpose
ServeeAttachmentFileExtension
ServeeAttachmentFileBytes
ServeeAttachmentViewableByServer
ServeeAttachmentViewableByClient
ServeeAttachmentSigned
ServeeAttachmentFiled
ServeeCommentDateTime
ServeeCommentText
ServeeCommentIsAttempt
ServeeCommentIsStatusReport
ServeeCommentIsAffidavit
ServeeCommentIsFieldSheet
ServeeCommentIsInvoice
ServeeCommentIsDiligence
ServeeCommentIsReviewed
ServedDateTime
TypeServiceSerialNumber
Eye Color
Recipient Description Other
Age
Sex
Race
Height
Weight
Hair
Glasses
ID
ServedDateTime
TypeServiceSerialNumber
Eye Color
Recipient Description Other
Age
Sex
Race
Height
Weight
Hair
Glasses
IsRepresentativeToBeServed
IsActualService
PartyType
FirstName
LastName
Suffix
Address1
Address2
City
State
Zip
Relationship
County
ServeeDetailstatus
Update Servee Prefix
Create Attachment Description
Create Attachment Purpose
Create Attachment File Extension
Create Attachment File Bytes
Create Attachment Viewable By Server
Create Attachment Viewable By Client
Create Attachment Signed
Create Attachment Filed
Create Comment DateTime
Create Comment Text
Create Comment Is Attempt
Create Comment Is Status Report
Create Comment Is Affidavit
Create Comment Is Field Sheet
Create Comment Is Invoice
Create Comment Is Diligence
Create Comment Is Reviewed
Update Comment Seq Number
Update Comment DateTime
Update Comment Text
Update Comment Is Attempt
Update Comment Is Status Report
Update Comment Is Affidavit
Update Comment Is Field Sheet
Update Comment Is Invoice
Update Comment Is Diligence
Update Comment Is Reviewed
Party To Be Served Married
Party To Be Served Military
Party To Be Served Prefix
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 Address2
Party To Be Served City
Party To Be Served State
Party To Be Served Zip
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
Party To Be Served ID
CommentDateTime
CommentText
IsAttempt
IsStatusReport
IsAffidavit
IsFieldSheet
IsInvoice
IsDiligence
IsReviewed
CommentDateTime
CommentText
IsAttempt
IsStatusReport
IsAffidavit
IsFieldSheet
IsInvoice
IsDiligence
IsReviewed
SeqNumber
Description
Purpose
FileExtension
AttachmentFileBytes
ViewableByServer
ViewableByClient
Signed
Filed
Add Job Attachments by Guid
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
Comment Seq Number
Comment Date Time
Comment Text
Is Attempt
Is Status Report
Is Affidavit
Is Field Sheet
Is Invoice
Is Diligence
Is Reviewed
Sales Item Id
Rate
Quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Input Data
CodeRequired
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Estimate
Triggered when you add a new estimate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggered when an existing customer is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Bill Number
Line Item
Line Description
AmountRequired
Qty
Unit Price
Line Class
AP Account
Customer
Due Date
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Global Tax Calculation
Product/Service
Description
Qty
Rate
AmountRequired
Billable?
Customer
Line Class
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Display Name
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payee TypeRequired
Payment TypeRequired
Bank/Credit AccountRequired
Payment Date
Payment Method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal Date
Journal Number
AccountRequired
Debit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
AccountRequired
Credit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line AmountRequired
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Line Item Tax Code
Line Item Class
Transaction Date
Total Discount
Payment Method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Currency
Exchange Rate
Class
Tax Code
Total Tax
Tax Calculation
Shipping Tax
Shipping Cost
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Purchase Order Status
Mailing Address
Shipping Address
Purchase Order Date
Ship Via
Purchase Order Number
Account
Description
Amount
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Customer
Class
Your Message to Vendor
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Customer
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Full NameRequired
Display Name
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundKeyRequired
Increment Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
ValueRequired
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
Child Keys
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
Child Values
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Get All Values
Get all values stored.
ActionThis is an event a Zap performs.SearchFind existing data in your appKeysRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGet Secret
Get your Store secret as a value for use in a Code step.
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyRequired
Child KeysRequired
Child Values
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundKeyRequired
Value
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity Serial NumberRequired
Name
EmailAddress
Phone
PhoneExtension
IsDefault
IsActive
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Attachment IDRequired
Include Attachment File Bytes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case Serial NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Wsp LoginRequired
Wsp PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NumberRequired
Use Linked Resources
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Server Select Mode
Server Serial Number
From Server Name
Through Server Name
From Date
Through Date
Include Line Items
Include Payments
Include Jobs Not Invoiced
Sort By
Server Locality
File Return Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case Number
CaseSerialNumber
Case County
Plaintiff
Defendant
Client Serial Number
Client Reference Number
Greater Than Change Number
Include Total Case Count
Results Limit
Results Order By
Results Order Is Descending
Results Offset By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity Serial NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Servee First Name
Servee Firm Name Or Last Name
Servee Address 1
Servee Address 2
Servee City
Servee State
Servee Zip
Servee County
Client Reference Number
From Date
Through Date
Server Serial Number
Client Serial Number
Attorney Serial Number
Date Source
Server Last Name
Server Firm Name
Client Last Name
Client Firm Name
Attorney Last Name
Attorney Firm Name
Case Serial Number
Greater Than Change Number
Results Limit
Results Order By
Results Order Is Descending
SearchPurpose
Search By Client Or Attorney Number
Include Total Job Count
Servee Select Mode
Results Offset By
Use Linked Resources
Invoice Printed Type
Job Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case Serial NumberRequired
Judge Serial Number
First Name
Last Name
Suffix
Client Serial Number
Client Reference Number
Description
Purpose
FileExtension
Attachment File Bytes
Viewable By Server
Viewable By Client
Signed
Filed
Add Attachments
Case Number
Universal Case Number
County
Plaintiff
Defendant
TypeCourt
State
PlainTitle
DefendTitle
File Date
Amended File Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity Serial NumberRequired
Contact Serial NumberRequired
Contact Name
Contact Email Address
Contact Phone Number
Contact Phone Number Extension
Contact Is Default?
Contact Is Active?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Input Data
CodeRequired
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Account
Triggered when you add a new account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggered when you add a new customer.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggered when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Vendor
Triggered when a new vendor is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Currency
Global Tax Calculation
Description
AmountRequired
Billable?
Customer
Class
AccountRequired
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Send Later?
Billing Address
Credit Memo Date
Credit Memo Number
Class
AmountRequired
Service Date
Product/Service
Description
Quantity
Rate
Tax
Class
Message Displayed On Credit Memo
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Number
Line AmountRequired
Line Description
Line Item/Product
Line Item Quantity
Line Item Tax Code
Line Item Service Date
Rate
Expiration Date
Message displayed on estimate
Billing Address
Shipping Address
Shipping amount
Bill Email
Send later
Discount Value
Discount Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
SKU
Category
Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
AmountRequired
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Total AmountRequired
Unapplied Amount
Transaction Date
Payment Method
Payment Reference Number
Deposit To Account
Line Amount
Memo
Line Linked Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund FromRequired
Customer
Email
Billing Address
Refund Receipt Date
Refund Receipt Number
Transaction Class
Payment Method
Check Number
Print Later?
Product/ServiceRequired
AmountRequired
Service Date
Description
Quantity
Rate
Tax
Class
Message Displayed On Refund Receipt
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales ReceiptRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Phone
Mobile
Fax
Other
Website
Print On Check As
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption Details
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundKeyRequired
Location
Default Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove All Values
Removes all values for the connected account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Keys and Values
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
Value
Previous Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
Item FormatRequired
Item Separator
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyRequired
Child KeysRequired
Should this action match all existing child keys?
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyRequired
Child KeysRequired
Should this action match all existing child keys?
Child Values
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Schedule by Zapier
Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.
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About Storage by Zapier
Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.
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Databases, Spreadsheets, Zapier
About PST
Process Server's Toolbox (PST) provides a complete set of power tools for process serving companies, their Clients, and their servers in the field - all designed to streamline service of process.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Code by Zapier
Write custom Python or Javascript code in response to any data from any service! Transform, mutate, customize or even do custom HTTP in a native and familiar environment.
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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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