Worksuite + Xero
Export newly-approved Worksuite payments to Xero
This Zap will trigger automatically when a new Worksuite payment is approved. The payment will then be created in Xero, saving you from copying-and-pasting the invoice details by hand.
This Zap will trigger automatically when a new Worksuite payment is approved. The payment will then be created in Xero, saving you from copying-and-pasting the invoice details by hand.
- When this happens...
Payment Status ChangedTriggers when payment status changes (eg. after marked as approved).
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create PaymentTriggers when you receive a new payment.
ActionWriteCreate a new record or update an existing record in your app.
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New Payment
Triggers when a new payment is created in Shortlist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created within any project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Update
Triggers when any task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job opening IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Payment
Updates existing payment.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project nameRequired
Project description
Project external ID
Project currency
Project budget
Project start date
Project end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment IDRequired
Payment StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner ID
Partner external ID
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Search Params Hint
Task ID
Task external ID
Partner ID
ActionThis is an event a Zap performs.SearchFind existing data in your appJob opening ID
Job opening external ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPayment ID
Payment external ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject ID
Project external ID
Project nameRequired
Project description
Project currency
Project budget
Project start date
Project end date
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 ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
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
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
Invoice IDRequired
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.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.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Partner
Triggers when a new partner is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Update
Triggers when any partner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Job Opening
Creates new job opening in Shortlist.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Partner
Creates new partner in Shortlist.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Payment
Creates new payment in Shortlist.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Task nameRequired
Task description
Task status
Task external ID
Managers' e-mails
Partner's e-mail
Partner's ID
Partner's external ID
Skills
Start date
End date
Type of fee
Budget total
Rate per unit
Number of units worked
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Task
Updates existing task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job opening ID
Job opening external ID
ActionThis is an event a Zap performs.SearchFind existing data in your appPayment ID
Payment external ID
ActionThis is an event a Zap performs.SearchFind existing data in your appProject ID
Project external ID
ActionThis is an event a Zap performs.SearchFind existing data in your appPartner ID
Partner external ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject IDRequired
Search Params Hint
Task ID
Task external ID
Partner's ID
Task nameRequired
Task description
Task status
Managers' e-mails
Partner's e-mail
Partner's external ID
Skills
Start date
End date
Type of fee
Budget total
Rate per unit
Number of units worked
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
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
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
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
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
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
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
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
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
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
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
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 Worksuite
Worksuite is one platform to hire, onboard, manage, and pay your freelancers and contractors.
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About Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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