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ServiceTitan + Xero integrations
Create sales invoices in Xero from new invoices in ServiceTitan
Easily manage your business finances whenever a new invoice is created in ServiceTitan. This workflow instantly prepares a corresponding sales invoice in Xero, ensuring your financial data remains consistent and updated. Enjoy a more streamlined financial process, letting you focus more on growing your business.
- When this happens...

New InvoiceTriggers when there's a new invoices.TriggerPolling - automatically do this!

Create Sales InvoiceCreates a new sales invoice (Accounts Receivable).ActionWrite
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More things you can do with ServiceTitan and Xero
Discover other triggers and actions you can use with ServiceTitan and Xero
- Projects IDs (maximum 50)
- Customer
- Location
- Job Id
- Project Status
- Target Completion Date Before
- Target Completion Date On Or After
- Starts Before
- Starts On Or After
- Modified Before
- Modified On Or After
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Modified On Or After
- Modified Before
- Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Employee Ids (maximum 50)
- Employee name
- Employee active
- Created before
- Created on or after
- Modified before
- Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Form IDs (maximum 50)
- Active
- Status
- Submitted On Or After
- Submitted Before
- Owner Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Locations IDs (maximum 50)
- Customer
- City
- State
- Zip
- Active
- Modified Before
- Modified On Or After
- Tag Types
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Non Job Ids
- Technician
- Starts On Or After
- Starts On Or Before
- Timesheet Code Id
- Active Only
- Show On Technician Schedule
- Created On Or After
- Created Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Purchase order Ids (maximum 50)
- Purchase order status
- Purchase order number
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Created on or after
- Created before
- Modified on or after
- Modified before
- Date on or after
- Date before
- Sent on or after
- Sent before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Modified On Or After
- Modified Before
- Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Estimates IDs (maximum 50)
- Job
- Project
- Job Number
- Sold By
- Sold By Employee
- Active
- Status
- Total greater
- Total less
- Sold after
- Sold before
- Created before
- Created on or after
- Modified before
- Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Customers
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Id to attach jobRequired
- ID of job to attach to projectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID of job for new appointmentRequired
- Start date/timeRequired
- End date/timeRequired
- Arrival window start date/time
- Arrival window end date/time
- Technicians Ids
- Special instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Booking ProviderRequired
- SourceRequired
- NameRequired
- Street
- Unit
- City
- State
- Zip
- Country
- Type
- Value
- Memo
- Type
- Value
- Memo
- Customer Type
- Start
- SummaryRequired
- Campaign
- Business Unit
- Job Type
- Priority
- Is First Time ClientRequired
- Send Confirmation Email
- External IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- TypeRequired
- ValueRequired
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee NameRequired
- Mobile Phone
- Office phone
- EmailRequired
- Login (Username)
- Account creation methodRequired
- Business Unit Id
- User role IdRequired
- List of company positionsRequired
- Azure Active Directory User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Location IdRequired
- Name
- Installed On
- Serial Number
- Memo
- Manufacturer
- Model
- Cost
- Manufacturer Warranty Start
- Manufacturer Warranty End
- Service Provider Warranty Start
- Service Provider Warranty End
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Location IdRequired
- Business UnitRequired
- Project
- Estimate
- Job TypeRequired
- PriorityRequired
- CampaignRequired
- StartRequired
- EndRequired
- Arrival Window Start
- Arrival Window End
- Technician Ids
- Summary
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NoteRequired
- Pin To Top
- Job or Project NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BookingRequired
- Landing Page UrlRequired
- Referrer UrlRequired
- Google Click Identifier
- Facebook Click Identifier
- Microsoft Click ID
- UTM source
- UTM medium
- UTM campaign
- UTM ad group
- UTM term
- UTM content
- Google Analytics id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Landing Page UrlRequired
- Referrer UrlRequired
- Google Click Identifier
- Facebook Click Identifier
- Microsoft Click ID
- UTM source
- UTM medium
- UTM campaign
- UTM ad group
- UTM term
- UTM content
- Google Analytics id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Email
- Phone Number
- Street
- Unit
- City
- State
- Zip
- Country
- Summary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- CustomerRequired
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Type
- Value
- Memo
- Type
- Value
- Memo
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TechnicianRequired
- StartRequired
- DurationRequired
- NameRequired
- Timesheet CodeRequired
- Summary
- Clear Dispatch Board
- Clear Technician View
- Remove Technician From Capacity Planning
- Days of Week
- Repeat
- Repeat Frequency
- Repeat Interval
- End Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- Estimate
- Job
- Name
- Summary
- Status Id
- Sub Status Id
- Start Date
- Target Completion Date
- Actual Completion Date
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task idRequired
- Is ClosedRequired
- NameRequired
- Assigned ToRequired
- Due Date Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Technician NameRequired
- Technician's phone number
- Email
- Login (Username)
- Account creation methodRequired
- Business Unit Id
- User role IdRequired
- List of company positionsRequired
- Azure Active Directory User Id
- License typeRequired
- Team name
- Daily revenue goal
- Burden rate (hourly)
- Biography
- Memo
- Upcoming appointment visibility
- Appointment history visibility
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Dismiss Call ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment to remove hold.Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id of the appointment to assign to.Required
- Technicians IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee IdRequired
- Employee Name
- Mobile Phone
- Office phone
- Email
- Login (Username)
- Business Unit Id
- User role Id
- List of company positions
- Azure Active Directory User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IDRequired
- Sku
- Sku Name
- Parent Item Id
- DescriptionRequired
- Is Add On
- Quantity
- Unit Price
- Skip Updating Membership Prices
- Item Group Name
- Item Group Root
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
- Royalty Status
- Review Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Export
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IdRequired
- Customer Id
- Location Id
- Business Unit
- Project
- Estimate
- Job Type
- Priority
- Campaign
- Summary
- Should Update Invoice Items
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Location
- Customer
- Name
- Active
- Tax Zone Id
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase order IdRequired
- Id of the vendor for this PORequired
- Id of the purchase order type for this PORequired
- Id of the business unit for this PORequired
- Id of the inventory location for this PO
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Street
- Unit
- City
- State
- Zip
- Country
- Vendor invoice number
- Vendor invoice numberRequired
- Summary/memo for this PO
- PO dateRequired
- PO required on dateRequired
- TaxRequired
- Shipping costRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Technician IdRequired
- Action nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointments Ids (maximum 50)
- ID of job for new appointment
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app- Booking provider Ids (maximum 50)
- Name of the booking provider tag
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Discount and Fees Ids (maximum 50)
- Services created before
- Services created on or after
- Services modified before
- Services modified on or after
- Service active
- External data application guid
- External data key
- External data values
ActionThis is an event a Zap performs.SearchFind existing data in your app- Equipment Ids (maximum 50)
- Services created before
- Services created on or after
- Services modified before
- Services modified on or after
- Service active
- External data application guid
- External data key
- External data values
ActionThis is an event a Zap performs.SearchFind existing data in your app- Installed Equipments Ids
- Location Ids
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead
ActionThis is an event a Zap performs.SearchFind existing data in your app- Materials Ids (maximum 50)
- Services created before
- Services created on or after
- Services modified before
- Services modified on or after
- Service active
- External data application guid
- External data key
- External data values
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase order Ids (maximum 50)
- Purchase order status
- Purchase order number
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Created on or after
- Created before
- Modified on or after
- Modified before
- Date on or after
- Date before
- Sent on or after
- Sent before
ActionThis is an event a Zap performs.SearchFind existing data in your app- Active
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app- Vendor Ids
- Active
- External data application Guid
- External data key
- External data values
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Days_overdueRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Trigger_info
- OrganizationRequired
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Purchase Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Status
- Change
- Contact
- Trigger_preference
- Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Item CodeRequired
- NameRequired
- Description
- Is SoldRequired
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is PurchasedRequired
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is TrackedRequired
- Inventory Asset Account
- Cost of Goods Sold Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Transaction_typeRequired
- ContactRequired
- Bank AccountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact NameRequired
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Warning_message
- Credit Note IDRequired
- Allocation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- First NameRequired
- Middle Names
- Last NameRequired
- Date of BirthRequired
- Title
- EmailRequired
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Email_address
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Reference
- Line_items_type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency_rate
- AmountRequired
- Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery_date
- Order Number
- Reference
- Theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- EmployeeRequired
- First NameRequired
- Middle Names
- Last NameRequired
- Date of BirthRequired
- Title
- EmailRequired
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Quote IDRequired
- Quote Number
- Status
- ContactRequired
- Date
- Expiry
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Resource typeRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search ByRequired
- Order ID or NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Contact NameRequired
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
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
- Appointments IDs (maximum 50)
- Job Id
- Project Id
- Appointment Number
- Appointment Status
- Technician Id
- Customer Id
- Appointments starts on or after
- Appointments starts before
- Appointments modified before
- Appointments modified on or after
- Appointments created on or after
- Appointments created before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Active
- Modified On Or After
- Modified Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Customers IDs (maximum 50)
- Created before
- Created on or after
- Modified before
- Modified on or after
- Name
- Street
- Unit
- City
- State
- Zip
- Country
- Phone
- Active
- External data application Guid
- External data key
- External data values
- Tag Types
- Tag Type Match Condition
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Estimates IDs (maximum 50)
- Job
- Project
- Job Number
- Sold By
- Sold By Employee
- Active
- Status
- Total greater
- Total less
- Sold after
- Sold before
- Created before
- Created on or after
- Modified before
- Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Invoices IDs (maximum 50)
- Invoice Status
- Batch
- Batch number
- Job
- Business Unit
- Customer
- Total greater
- Total less
- Invoiced On Before
- Invoiced On Or After
- Invoice Review Status
- Invoice Assigned to Ids
- Modified On Or After
- Modified Before
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Jobs IDs (maximum 50)
- Job number
- Project Id
- Job Status
- Appointment Status
- Job Type
- Business Unit
- Customer Id
- Location Id
- Technician Id
- Appointment Starts Before
- Appointment Starts On Or After
- Created Before
- Created On Or After
- Modified Before
- Modified On Or After
- Completed Before
- Completed On Or After
- Tag Types
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Leads IDs (maximum 50)
- Modified Before
- Modified On Or After
- Customer Id
- Is Prospect
- Without Customer
- Status
- Customer City
- Customer State
- Customer Zip
- Customer Created On Or After
- Customer Created Before
- Customer Modified On Or After
- Sort
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Equipment IDs
- Modified On Or After
- Modified On Or Before
- Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Applied to invoices
- Applied to reference number
- Status
- Business unit ids
- Transaction type
- Customer Id
- Total greater
- Total less
- Modified before
- Modified on or after
- Created before
- Created on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Technician Ids (maximum 50)
- Technician name
- Technician active
- Created before
- Created on or after
- Modified before
- Modified on or after
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Equipment IDs
- Modified On Or After
- Modified On Or Before
- Active
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Jobs IDs (maximum 50)
- Job number
- Project Id
- Job Status
- Appointment Status
- Job Type
- Business Unit
- Customer Id
- Location Id
- Technician Id
- Appointment Starts Before
- Appointment Starts On Or After
- Created Before
- Created On Or After
- Modified Before
- Modified On Or After
- Completed Before
- Completed On Or After
- Tag Types
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Id of the appointment to assign to.Required
- Technicians IdsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment to cancelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Booking ProviderRequired
- BookingRequired
- TypeRequired
- ValueRequired
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Type
- Do Not Mail
- Do Not Service
- NameRequired
- StreetRequired
- Unit
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Latitude
- Longitude
- StreetRequired
- Unit
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Latitude
- Longitude
- Type
- Value
- Memo
- Type
- Value
- Memo
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Id
- Text content of customer noteRequired
- Pin to top
- Add to locations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Summary
- Tax
- Status
- Sold by
- Name
- Url
- Job Id
- Project Id
- Location Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Adjustment to InvoiceRequired
- Number
- Type
- Invoiced On
- Sub total
- Tax
- Summary
- Royalty Status
- Royalty Date
- Royalty Sent on
- Royalty Memo
- Review Status
- Export
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IdRequired
- FilenameRequired
- File urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Location
- Campaign IdRequired
- Business Unit Id
- Job Type
- SummaryRequired
- Tag Types
- Priority
- Call Reason Id
- Follow Up Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Landing Page UrlRequired
- Referrer UrlRequired
- Google Click Identifier
- Facebook Click Identifier
- Microsoft Click ID
- UTM source
- UTM medium
- UTM campaign
- UTM ad group
- UTM term
- UTM content
- Google Analytics id
- Customer Phone NumberRequired
- Forwarding Phone NumberRequired
- Tracking Phone NumberRequired
- Call Started OnRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Follow-Up DateRequired
- Text
- Pin To Top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- NoteRequired
- Pin To Top
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- TypeRequired
- ValueRequired
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee TypeRequired
- Employee IdRequired
- Posted OnRequired
- Amount
- Memo
- Activity Code Id
- Invoice Id
- Hours
- Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id of the vendor for this PORequired
- Id of the purchase order type for this PORequired
- Id of the business unit for this PORequired
- Id of the inventory location for this PORequired
- Id of the job for this PO
- Id of the technician for this PO
- Id of the project for this PO
- Address DescriptionRequired
- StreetRequired
- UnitRequired
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Vendor invoice number
- Vendor invoice numberRequired
- Summary/memo for this PO
- PO dateRequired
- PO required on dateRequired
- TaxRequired
- Shipping costRequired
- SKU IDRequired
- DescriptionRequired
- Vendor Part NumberRequired
- QuantityRequired
- CostRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reported ToRequired
- Assigned ToRequired
- Is ClosedRequired
- NameRequired
- Business UnitRequired
- Employee Task TypeRequired
- Employee Task SourceRequired
- Employee Task Resolution
- Reported dateRequired
- Due dateRequired
- Involved Employee Id List
- Customer Id
- Job Id
- Project Id
- Description
- PriorityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID of job to detach from projectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment to reschedule.Required
- ReasonRequired
- MemoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment to reschedule.Required
- Start date/timeRequired
- End date/timeRequired
- Arrival window start date/time
- Arrival window end date/time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Id
- Name
- Type
- Do Not Mail
- Do Not Service
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Active
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Employee IdRequired
- Action nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Installed Equipments Id
- Name
- Installed On
- Serial Number
- Memo
- Manufacturer
- Model
- Cost
- Manufacturer Warranty Start
- Manufacturer Warranty End
- Service Provider Warranty Start
- Service Provider Warranty End
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Alias
- File Name
- Type
- Tag Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Item type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Campaign
- Priority
- Business Unit Id
- Job Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Id
- Name
- Summary
- Status Id
- Sub Status Id
- Start Date
- Target Completion Date
- Actual Completion Date
- Custom field Id
- Value
- Custom field Id
- Value
- Custom field Id
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Technician IdRequired
- Technician Name
- Technician's phone number
- Email
- Login (Username)
- Business Unit Id
- User role Id
- List of company positions
- Azure Active Directory User Id
- License type
- Team name
- Daily revenue goal
- Burden rate (hourly)
- Biography
- Memo
- Upcoming appointment visibility
- Appointment history visibility
- Street
- Unit
- City
- State
- Zip
- Country
- Latitude
- Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointments Ids (maximum 50)
- ID of job for new appointment
- Project Id
- Technician Id
- Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Business Unit Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Category type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customers IDs (maximum 50)
- Created before
- Created on or after
- Modified before
- Modified on or after
- Name
- Street
- Unit
- City
- State
- Zip
- Country
- Phone
- Active
- External data application Guid
- External data key
- External data values
- Tag Types
ActionThis is an event a Zap performs.SearchFind existing data in your app- Employee Ids (maximum 50)
- Employee name
- Employee active
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app- Estimate Ids
- Job Id
- Project Id
- Sold By
- Sold By Employee
- Status
- Total greater
- Total less
- Sold after
- Sold before
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoices IDs (maximum 50)
- Invoice Number
- Status
- Job Id
- Job Number
- Batch Id
- Batch Number
- Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Type Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer Id
- Tag Types
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project Ids
- Customer Id
- Location Id
- Invoice Id
- Technician
- Job Id
- Appointment Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Service Ids (maximum 50)
- Services created before
- Services created on or after
- Services modified before
- Services modified on or after
- Service active
- External data application guid
- External data key
- External data values
ActionThis is an event a Zap performs.SearchFind existing data in your app- Technician Ids (maximum 50)
- Technician name
- Technician active
- Created before
- Created on or after
- Modified before
- Modified on or after
ActionThis is an event a Zap performs.SearchFind existing data in your app- Location Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Status
- Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Report TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Project State
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Quote Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- Invoice IDRequired
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- CodeRequired
- NameRequired
- TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Email_address
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact Number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Shipping_cost_copy
- Shipping Cost
- Shipping Description
- Shipping Cost Tax Rate (If Applicable)
- Line_items_type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Repeated Invoice Schedule
- Invoice Creation: Frequency TypeRequired
- Invoice Creation: Frequency (Period)Required
- Due Date Type: Payment TermsRequired
- Set Due Dates (Days)Required
- Start Date:Required
- End Date
- StatusRequired
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
- Shipping_cost_copy
- Shipping Cost
- Shipping Description
- Shipping Cost Tax Rate (If Applicable)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Purchase OrderRequired
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- Invoice_idRequired
- Contact
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Invoice_number
- Line_amount_types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Invoice IDRequired
- Include PDF File
- Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Contact ID
- Quote Number
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
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
Related categories
Related categories





