Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.

Add contact to selected group(s). Does not replace contact's existing groups.

Defaults to today's date if not specified.

What you'll you provide the ID or number for via the next field.

The ID or Number for the selected Document Type.

The bank account or clearing account the payment is being made to.

Exchange rate when payment is received. Only used for non base currency invoices.

An optional description for the payment.

Determines which App Extensions will appear in the dropdown below.

Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.

Add contact to selected group(s). Does not replace contact's existing groups.

By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

Optionally trigger this zap only when the document status matches this value. If blank, any type of document status will trigger this zap.

By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

If a contact already exists, it will not be updated.

API docs for PandaDoc are located here https://developers.pandadoc.com/

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.

Email address of the assignee. If your Space allows Multiple Assignees, you can enter multiple email addresses.

If your Space has Priorities enabled, you can specify a Priority.

API docs for ClickUp are located here https://clickup.com/api

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.

Defaults to current date if not specified.

If you want Xero to auto-generate a Quote Number for you, leave this field blank.

Defaults to Tax Exclusive if not specified

To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.

When the purchase order was issued. Defaults to today's date if not specified.

If left blank, Xero will auto-generate this from your default invoice numbering.

You must provide either an Item Code or both a Description and a Unit Price.

If no Item Code is provided, this field is required.

If no Item Code is provided, this field is required.

Only specify if you want to override the default tax type for the account above.

API docs for Xero are located here https://developer.xero.com/documentation/api/accounting/overview

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.

By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

By default, your zap will run for all documents. To apply this zap only to documents from a specific source, select a source from the list below.

Select a template to use.

Do you want to send the document to your recipient(s)?

Message body for your email.

Select a currency for the pricing table.

Name that will display in the pricing table.

A brief description of the product.

The percent discount amount (0-100%) to be added per line item. If no value is added here, no discount will be made available.

The metadata to include in the document. Specify "Key - Value" respectively in the fields.

Determines which App Extensions will appear in the dropdown below.

Search for a document created from a specific template.

Search for a document created from a specific form.

Determines which App Extensions will appear in the dropdown below.