Select workspace to be copy.

New workspace name.

Choose elements to copy, Select "All" for copying all data.

Choose references to NOT re-map for the newly created workspace.

Select your Workspace.

Select the sheet to copy.

Copy the cells from the source sheet?

Copy the attachments from the source sheet?

Copy the discussions from the source sheet?

The name of the new sheet.

Select a sheet to send.

Email addresses of recipient(s). If more than one, must be a comma-separated list.

Select file format for the attachment.

Leave blank for default.

Personal message. Leave blank for default.

Choose paper size.

Select which workspace you would like to share.

Email addresses of person(s) to share to. If more than one, must be a comma-separated list.

Leave blank for default.

Personal message. Leave blank for default.

You will either need to select a specific customer or enter a customer name. If the customer name doesn’t exist, we’ll create a contact record for the same.

Mandatory if auto-generate option is disabled.

The date on which the invoice was created. Today’s date will be used if the field is left blank. .

Select line items you wish to include. Multiple line items are separated by comma. .

Rate for the line items chosen above is mentioned here.

Quantity of each line item chosen above is shown here (quantities are separated by commas).

Full line item discount separated by comma.

Exchange rate if dealing with various currencies.

Select whether you wish to email the invoice to your customer.

Price of the item.

Tax applied on the item.

Account to which the lead need to be merged.

If set to true Account name of the above selected Account will be replaced by the Company name.

Contact to which the lead need to be merged.

User ID to which the new contact/account ownership to be assigned.

Select the module you want to update an entry in.

Select the layout you want to use to update the entry with.

Entry ID to update

Choose the triggers related to this entry which needs to be executed

Choose the triggers related to this entry which needs to be executed

Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.

Select the layout you want to use to create a lead with.

If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.

Select source sheet.

Select destination sheet.

Select row to be moved.

Select your personal Sheets folder or a Workspace.

Select a template to use.

Copy the cells from the template?

Copy the attachments from the template?

Copy the discussions from the template?

The name of the new sheet.

Select which sheet you would like to share.

Email addresses of person(s) to share to. If more than one, must be a comma-separated list.

Leave blank for default.

Personal message. Leave blank for default.

API docs for Smartsheet are located here https://smartsheet-platform.github.io/api-docs/

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

Triggers based on the Invoice status.

Applicable only for Indian Edition.

GST Identification Number or Unique Identification Number (applicable only for Indian Edition).

Applicable only for Indian Edition.

Allowed values - business_gst, business_registered_composition, business_none, consumer, overseas, business_sez.

Applicable only for Indian Edition.

Allowed values - AN,AD,AR,AS,BR,CH,CG,DN,DD,DL,GA,GJ,HR,HP,JK,JH,KA,KL,LD,MP,MH,ML,MN,MZ,NL,OD,PY,PB,RJ,SK,TN,TS,TR,UP,UK,WB.

Display name of the contact.

Any conditions or terms to be followed during payment.

Mandatory only for UK Edition(If International Trade is enabled).

Applicable only for UAE/KSA Edition.

Applicable only for UAE/KSA Edition.

Place of supply(Only for KSA & UAE Edition).

If the customer name doesn’t exist a new contact record will be created. .

Mandatory if auto-generate option is disabled.

Defaults to creation date if not specified.

Payment terms (days). Invoice due date will be calculated based on this if specified.

Discount applied to the invoice in %. .

.

Select which payment options you want to show on your invoices.

Shipping charges applied to the invoice.

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Adjustments made to the invoice.

Used to specify whether payment can be collected in parts. Advance payment and so on.

Select whether you wish to email the invoice to your customer. .

Only for UK Edition.

Applicable only for UAE/KSA Edition.

Comma separated Tags

Choose the triggers related to this entry which needs to be executed

API docs for Zoho CRM are located here https://www.zoho.com/crm/developer/docs/api/v2/

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

Select the layout you want to use to create a contact with.

If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.

Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.

Choose the triggers related to this entry which needs to be executed