TOConline Integrations

Name: Zapier
Availability: InStock

Put TOConline to work with AI and enterprise-grade automation

Automate smarter with TOConline and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Microsoft Excel

Microsoft, Spreadsheets

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Kajabi

eCommerce

Setmore Appointments

Scheduling & Booking

Airtable

Databases

HubSpot

Marketing Automation

Odoo ERP Self Hosted

CRM (Customer Relationship Management)

Microsoft Excel

Microsoft, Spreadsheets

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Kajabi

eCommerce

Setmore Appointments

Scheduling & Booking

Microsoft Excel

Microsoft, Spreadsheets

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

Kajabi

eCommerce

Setmore Appointments

Scheduling & Booking

Airtable

Databases

HubSpot

Marketing Automation

Odoo ERP Self Hosted

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new TOConline clients from newly created Shopkit orders
Details
Try it
Shopkit + TOConline
Update rows in Microsoft Excel to create clients in TOConline
Details
Try it
Microsoft Excel + TOConline
Create Airtable records from new TOConline sale documents
Details
Try it
TOConline + Airtable
Create new TOConline clients from new Google Forms responses
Details
Try it
Google Forms + TOConline
Create purchase documents in TOConline from new appointments in Setmore Appointments
Details
Try it
Setmore Appointments + TOConline

Create new TOConline clients from newly created Shopkit orders

Details

Try it

Shopkit + TOConline

Update rows in Microsoft Excel to create clients in TOConline

Details

Try it

Microsoft Excel + TOConline

Create Airtable records from new TOConline sale documents

Details

Try it

TOConline + Airtable

Create new TOConline clients from new Google Forms responses

Details

Try it

Google Forms + TOConline

Create purchase documents in TOConline from new appointments in Setmore Appointments

Details

Try it

Setmore Appointments + TOConline

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.

New Client
Triggers when a new client is created.
Trigger
Polling
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New Product
Triggers when a new product is created.
Trigger
Polling
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New Sale Document
Triggers when a Documento de Venda is created.
Trigger
Polling
Try It
New Supplier
Triggers when a new supplier exists.
Trigger
Polling
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- Tax registration number
  Required
- Business name
  Required
- Contact name
  Required
- Website
- Phone number
- Mobile number
- Email
  Required
- Observations
- Internal observations
Action
Write

- Item code
  Required
- Item description
  Required
- Sales price
- Sales price includes vat
- Tax code
Action
Write
- Cash account ID
- Bank account ID
- Commercial document series ID
- Payment mechanism
  Required
- Received value
  Required
- Settlement package
- Receivable type
  Required
- Receivable ID
  Required
Action
Write

- Item code
  Required
- Item description
  Required
- Sales price
- Sales price 2
- Sales price 3
- Purchase price
- EAN barcode
- Financial cost
- Transport cost
- Customs cost
- Estimated total cost
Action
Write
- Client ID
  Required
Action
Write
- Document ID
  Required
- Type
- To email
- From email
- From name
- Subject
Action
Write
- Client ID
  Required
- Tax registration number
  Required
- Business name
  Required
- Contact name
  Required
- Website
- Phone number
- Mobile number
- Email
- Observations
- Internal observations
Action
Write
- Service ID
  Required
- Item code
  Required
- Item description
  Required
- Sales price
- Sales price 2
- Sales price 3
- Purchase price
- EAN barcode
- Financial cost
- Transport cost
- Other cost
- Customs cost
- Estimated total cost
Action
Write
- Sales Receipt ID
  Required
Action
Write
- Client ID
Action
Search
- Status
Action
Search
- Sale document ID
Action
Search
- Service code
Action
Search

New Payment
Triggers when a new payment is created.
Trigger
Polling
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New Purchase Document
Triggers when a new purchase document is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
- Address
  Required
- City
- Postal Code
- Region
- Country ID
Action
Write
- Company ID
- Country ID
- Date
- Document Series ID
- Gross total
  Required
- Internal observations
- Net total
- Observations
- Payment mechanism
- Document series prefix
- Third party type
- Third party id
- Check number
- Currency conversion rate
- Payable id
  Required
- Payable type
  Required
- Paid value
  Required
- Settlement percentage
- Currency id
Action
Write
- Document type
  Required
- Date
- Document series id
- Document series prefix
- Supplier ID
- Supplier tax registration number
- Supplier business name
- Supplier address detail
- Supplier postcode
- Supplier city
- Supplier country
- Due date
- Settlement expression
- Vat included prices
- Item ID
- Item code
- Description
- Quantity
- Unit price
- Tax ID
- Tax Code
- Tax percentage
- Item type
  Required
- Unit of measure id
Action
Write
- Document Type
  Required
- Client Name
  Required
- Item Type
- Description
  Required
- Quantity
  Required
- Unit Price
  Required
- Item ID
- Item code
Action
Write
- Tax registration number
  Required
- Business name
  Required
- Website
- Is taxable
- Is tax exempt
- Tax exemption reason ID
- Self billing
- Document series ID
- Internal observations
- Tax country region
- Saft import id
- Accounting number
- Trusted email source
Action
Write
- Supplier ID
  Required
Action
Write
- Address
  Required
- City
  Required
- Postal Code
- Region
- Country ID
- Address ID
  Required
Action
Write
- Product ID
  Required
- Item code
  Required
- Item description
  Required
- Sales price
- Sales price includes vat
- Tax code
Action
Write
- Supplier ID
  Required
- Tax registration number
  Required
- Business name
  Required
- Website
- Is taxable
- Is tax exempt
- Tax exemption reason id
- Self billing
- Document series id
- Internal observations
- Tax country region
- Is independent worker
- Country iso alpha 2
- Saft import id
- Accounting number
- Trusted email source
Action
Write
- Document Type
- Prefix
- Number
Action
Search
- Item code
Action
Search
- Document ID
  Required
Action
Search
- Sales document ID
  Required
Action
Search
- Supplier ID
Action
Search

TOConline Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About TOConline

TOConline is an all-in-one platform for accounting, invoicing, and business management, connecting accountants and business owners in real time.

HelpHelp

Related categories

Accounting

TOConline Integrations

Put TOConline to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new TOConline clients from newly created Shopkit orders

Update rows in Microsoft Excel to create clients in TOConline

Create Airtable records from new TOConline sale documents

Create new TOConline clients from new Google Forms responses

Create purchase documents in TOConline from new appointments in Setmore Appointments

Create new TOConline clients from newly created Shopkit orders

Update rows in Microsoft Excel to create clients in TOConline

Create Airtable records from new TOConline sale documents

Create new TOConline clients from new Google Forms responses

Create purchase documents in TOConline from new appointments in Setmore Appointments

Supported triggers and actions

TOConline Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular TOConline Integrations

Popular TOConline Integrations

TOConline Integrations

Put TOConline to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create new TOConline clients from newly created Shopkit orders

Update rows in Microsoft Excel to create clients in TOConline

Create Airtable records from new TOConline sale documents

Create new TOConline clients from new Google Forms responses

Create purchase documents in TOConline from new appointments in Setmore Appointments

Create new TOConline clients from newly created Shopkit orders

Update rows in Microsoft Excel to create clients in TOConline

Create Airtable records from new TOConline sale documents

Create new TOConline clients from new Google Forms responses

Create purchase documents in TOConline from new appointments in Setmore Appointments

TOConline Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular TOConline Integrations

Popular TOConline Integrations

Connect Your App Accounts to Zapier