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 Month
Triggers every month, just choose what day of the month.
- automatically do this...Get Jobs
Gets Jobs based on search criteria
- then do this...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.
- then do this...Create Invoice
Adds a new invoice (with line item support).
- then do this!Set Value
Set a value stored at a defined key.
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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").
Try ItDay 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").
Try ItFirm 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?
Entity Serial NumberRequired
Name
EmailAddress
Phone
PhoneExtension
IsDefault
IsActive
Trigger on weekends?
Should this Zap trigger on Saturday and Sunday?
Try ItDay 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").
Try ItCase 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
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