Shopify + Xero
Create bank transactions in Xero for new orders in Shopify
Streamline your financial processes with this workflow. When a new order is placed in Shopify, it will result in creating a bank transaction in Xero. This efficient workflow not only reduces manual data entry but also ensures accurate and timely information in your accounting software. It's perfect for an online retailer wanting to combine sales and financial management seamlessly.
Streamline your financial processes with this workflow. When a new order is placed in Shopify, it will result in creating a bank transaction in Xero. This efficient workflow not only reduces manual data entry but also ensures accurate and timely information in your accounting software. It's perfect for an online retailer wanting to combine sales and financial management seamlessly.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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New Blog
Triggers when a new blog is added to your Shopify store.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Account Enabled
Triggers when a customer account is enabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Order
Triggers when an order is created (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a refund or partial refund occurs (with order details).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Added to Customer
Triggers when a new tag is added to a customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Draft Order
Triggers when a draft order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Order
Triggers when an order is updated (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order IDRequired
Type of Line Item to AddRequired
Reason for Edit
Notify the Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BlogRequired
TitleRequired
Author NameRequired
ContentRequired
Featured Image URL
Excerpt/Summary
Tags
Is Published?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Location NameRequired
External ID
Locale
Phone
Note
Tax Registration ID
Billing same as shipping address?
Shipping Address Line 1
Shipping Address Line 2
Shipping City
Shipping Country Code
Shipping First Name
Shipping Last Name
Shipping Phone
Shipping Recipient
Shipping ZIP Code
Shipping Zone Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email AddressRequired
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Country Code
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Tax Exemptions
Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Product
Product Variant
Product Quantity
Product Title
Product Price
Weight in Grams
Note
Discount - Type
Discount - Amount
Discount - Code
Additional Details
Tags
Shipping Address Instructions
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - Country
Shipping Address - State/Province/Region
Shipping Address - Postal/Zip code
Billing Address Instructions
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - Country
Billing Address - State/Province/Region
Billing Address - Postal/Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Initial ValueRequired
Code
Customer ID
Expiry Date
Note
Template Suffix
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Product Type
Vendor
Product Status
Product Description
Tags
Collection ID
Handle
Note
First Product Option
Values for First Product Option
Second Product Option
Values for Second Product Option
Third Product Option
Values for Third Product Option
Category
Alt Text
Media Content Type
Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
First Name
Last Name
Email Address
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Country Code
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Tax Exemptions
Send Account Invite Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
Email
Notes
Phone
Buyer Accepts Marketing?
Remove Customer from Order?
Tags
Additional Details
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - Company
Shipping Address - Country
Shipping Address - First Name
Shipping Address - Last Name
Shipping Address - Latitude
Shipping Address - Longitude
Shipping Address - Name
Shipping Address - Phone
Shipping Address - Province
Shipping Address - Province Code
Shipping Address - ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Title
Product Type
Vendor
Product Status
Product Description
Tags
Category
Collections to Join
Collections to Leave
Handle
Redirect Handle?
Alt Text
Media Content Type
Original Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Query
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder IDRequired
Include Closed Fulfillment Orders
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner ResourceRequired
Owner IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
Product Title / HandleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct Variant SKURequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Query
Email AddressRequired
First Name
Last Name
Customer Phone
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Country Code
Zip Code
Address Phone
Tags
Note
Accepts Marketing
Tax Exempt
Tax Exemptions
Send E-Mail Invite
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProduct IDRequired
Product Variant TitleRequired
Add New Image - File
Add New Image - Alt Text
Choose Existing Image
Price
Compare-at Price
Charge Tax On This Variant?
Cost Per Item
SKU (Stock Keeping Unit)
Barcode (ISBN, UPC, GTIN, etc.)
Track Quantity?
Continue Selling When Out of Stock?
This Is a Physical Product
Weight
Weight Unit
Country/Region of Origin
Harmonized System (HS) code
Position
Requires Components
Tax 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 foundOrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Report TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Project State
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
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
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
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 appOrganizationRequired
Invoice IDRequired
Include PDF File
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
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
BlogRequired
Blog Entry Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAbandoned cart age (hours)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Draft Order
Triggers when a new draft order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Paid Order
Triggers when an order is paid (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Customer
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CustomerRequired
TagsRequired
Overwrite existing tags?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderRequired
Parent TransactionRequired
Amount
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
External Id
A note about the company
Company Contact
Contact Email
Contact First Name
Contact Last Name
Contact Phone
Contact Title
Contact Locale
Location
Billing same as shipping address?
Company Shipping Address
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Country Code
Shipping First Name
Shipping Last Name
Shipping Address Phone
Shipping Address Recipient
Shipping Address Zip
Shipping Address Zone Code
Location External ID
Location Locale
Location Name
Location Note
Location Phone
Tax Registration Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Add New Image - File
Add New Image - Alt Text
Choose Existing Image
Price
Compare-at Price
Charge Tax On This Variant?
Cost Per Item
SKU (Stock Keeping Unit)
Barcode (ISBN, UPC, GTIN, etc.)
Track Quantity?
Continue Selling When Out of Stock?
This Is a Physical Product
Weight
Weight Unit
Country/Region of Origin
Harmonized System (HS) code
Position
Requires Components
Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
Fulfillment Order IDRequired
Notify Customer
Address Line 1
Address Line 2
City
Country Code
Province Code
Zip Code
Tracking Company
Tracking Number
Tracking URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Adjust or Set quantity?Required
The name of quantities to be changedRequired
The reason for the quantity changesRequired
LocationRequired
Product
Product VariantRequired
Quantity to Set or Adjust
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Product
Product Variant
SKU
Product Quantity
Product Title
Product Price
Weight in Grams
Price
Rate
Title
Note
Discount - Type
Discount - Amount
Discount - Code
Additional Details
Tags
Buyer Accepts Marketing?
Shipping Address Instructions
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - Country
Shipping Address - Country Code
Shipping Address - State/Province/Region
Shipping Address - State/Province/Region Code
Shipping Address - Postal/Zip code
Billing Address Instructions
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - Country
Billing Address - Country Code
Billing Address - State/Province/Region
Billing Address - State/Province/Region Code
Billing Address - Postal/Zip code
Send Receipt
Send Fulfillment Receipt
Location
Inventory Behaviour
Financial Status
Fulfillment Status
Code
Title
Price
Discounted Price
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Channel IDRequired
Publish Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrderRequired
Amount
Currency
Type
Parent Transaction
Warning
Gateway
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Inventory ItemRequired
Unit Cost
Track Inventory
SKU
Requires Shipping
Country of Origin
Province/State of Origin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product VariantRequired
Price
Compare at Price
SKU
Barcode
Tax Code
Is taxable?
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.Query - Name
Query - Confirmation Number
Query - Email
Query - Customer ID
Query - Location ID
Query - SKU
Query - Order ID
Sort Key
Reverse?
Raw Query
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct Variant TitlesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
Product Variant TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
Product Title / HandleRequired
Product Type
Vendor
Product Status
Product Description
Tags
Collection ID
Handle
Note
First Product Option
Values for First Product Option
Second Product Option
Values for Second Product Option
Third Product Option
Values for Third Product Option
Category
Alt Text
Media Content Type
Original Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Days OverdueRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTrigger 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 planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
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
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
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
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
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 appOrganizationRequired
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
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
About Shopify
Related categories
About Xero
Related categories
Related Zap Templates
- Create Xero invoices for new Shopify paid orders
- Send sales invoices by email in Xero for new paid orders in Shopify
- Update Xero invoices when Shopify orders are updated
- Create or update Xero contacts when new customers are added in Shopify
- Update Xero stock items when Shopify products are updated
- Create draft orders in Shopify for every new quote in Xero
- Find or create items in Xero from Shopify products
- Create sales invoices in Xero for updated orders in Shopify
- Create bills in Xero for new Shopify customers
- Create and update Xero contacts for new Shopify customers
- Create invoices in Xero for new paid Shopify orders
- Update Shopify customers with new Xero sales invoices
- Create new Xero invoices from new Shopify draft orders
- Create or update Xero contacts from new Shopify paid orders
- Create draft orders in Shopify from new sales invoices in Xero
- Create sales invoices in Xero for new orders in Shopify
- Update inventory quantity in Shopify whenever new bills are added in Xero
- Update Shopify inventories when new Xero sales invoices are created
- Create new Shopify customers from new Xero contacts
- Add credit notes to Xero invoices from Shopify updates
- Create Xero items from new Shopify orders
- Generate sales invoices in Xero for new fulfilled orders in Shopify
- Generate Xero invoices from new Shopify draft orders
- Create Shopify transactions from Xero orders
- Generate Xero sales invoices for new fulfilled Shopify orders
- Update Xero sales invoice with items from updated Shopify orders
- Create new inventory items in Xero for every new product on Shopify
- Create purchase orders in Xero for each new paid order in Shopify
- Create or update Xero contacts for every new Shopify order
- Create sales invoices in Xero for new orders in Shopify
Related Zap Templates
- Send sales invoices by email in Xero for new paid orders in Shopify
- Update Xero stock items when Shopify products are updated
- Create sales invoices in Xero for updated orders in Shopify
- Create invoices in Xero for new paid Shopify orders
- Create or update Xero contacts from new Shopify paid orders
- Update inventory quantity in Shopify whenever new bills are added in Xero
- Add credit notes to Xero invoices from Shopify updates
- Generate Xero invoices from new Shopify draft orders
- Update Xero sales invoice with items from updated Shopify orders
- Create or update Xero contacts for every new Shopify order