Create integrations between SweepBright and QuickBooks Online to automate any workflow
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect SweepBright and QuickBooks Online to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Visit Scheduled
Triggers when a new visit has been scheduled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Accepted
Triggers when an Offer is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Cancelled
Triggers when an Offer is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Created
Triggers when an Offer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Restored
Triggers when an Offer is restored.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Requested: Property Folder
Triggers when a Property folder document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase Agreement document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property IDRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property ID
Company
E-Mail AddressRequired
First Name
Last NameRequired
Notes
Phone Number
Pronouns
Property Type Preference
Borough/District
Box/Unit Number
City/Town/Suburb
Country
Floor
Building Number
Postcode/Zip
Province/State/Territory
Street
Street 2
Location Preference Country
Location Preference Postal Codes
Max. Price/Rent
Min. Price/Rent
Min. Bedrooms
Looking to (Buy,Rent)
Team
External Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Office IDRequired
TypeRequired
StatusRequired
Negotiator EmailRequired
Transaction TypeRequired
Price
Currency
Street
Street 2
Number
Addition
Box
Floor
Postal Code
City
Province or State
Borough or District
CountryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Buyers
Buyer Fee Fixed
Buyer Gross Amount
Buyer Fee Percentage
Currency
Direction
Owner Fee Fixed
Owner Net Amount
Owner Fee Percentage
Offer IDRequired
Notes
Owners
Valid Until
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offer IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew 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 found
Property Created or Updated
Triggers when a is created and/or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Created
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Requested: Valuation
Triggers when a valuation document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Requested: Property Sheet
Triggers when a Property Sheet document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Archived
Triggers when an Offer is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Changed
Triggers when an Offer is changed in any way.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Refused
Triggers when an Offer is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer Updated
Triggers when an Offer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property Status Changed
Triggers when property status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Office IDRequired
Contact TypeRequired
E-mail AddressRequired
Language
First Name
Last NameRequired
Phone Number
Pronouns
External Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BuyersRequired
Buyer Fee FixedRequired
Buyer Gross Amount
Buyer Fee PercentageRequired
CurrencyRequired
DirectionRequired
Owner Fee FixedRequired
Owner Net Amount
Owner Fee PercentageRequired
Notes
OwnersRequired
Parent Offer ID
Property IDRequired
Valid Until
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Property IDRequired
Relation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Office IDRequired
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Office IDRequired
Contact TypeRequired
E-mail AddressRequired
Language
First Name
Last NameRequired
Phone Number
Pronouns
External 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 foundNew 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 found