Xero + Slack + FreshBooks Integrations
How to connect Xero + Slack + FreshBooks
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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Xero, Slack, and FreshBooks. And don’t forget that you can add more apps and actions to create complex workflows.
New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPurchase Order Status
If left empty, Zapier will trigger on all new purchase orders, regardless of status.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoiceRequired
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From AccountRequired
The bank account the payment is being made from.
To AccountRequired
The bank account the payment is being made to.
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Date
Defaults to current date if not specified.
Expiry
Quote Number
If you want Xero to auto-generate a Quote Number for you, leave this field blank.
Reference
Theme
Title
Summary
Currency
Amounts Are
Defaults to Tax Exclusive if not specified
Item Code
DescriptionRequired
Quantity
Unit Price
Discount %
Account
Tax Rate
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice NumberRequired
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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Email Address
Status
Defaults to Draft if not specified.
Date
Defaults to creation date if not specified.
Due Date
A due date is required for approved invoices.
Currency
Default currency for organization will be used if not specified.
Url
URL link to a source document.
Attachment
Branding Theme
The branding theme to use for this invoice.
Number
Unique alpha numeric code identifying invoice - leave blank for auto-generated value.
Reference
An additional reference number
Url
URL link to a source document.
Sent To Contact
Mark invoice as "sent" (note: does not actually send an email). This can be set only on invoices that have a status of "approved" You can set this in the Status field above.
Line Items Type
Line amounts are exclusive of tax by default if you don't specify this element.
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
Tracking
For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact (supplier)Required
Date
When the purchase order was issued. Defaults to today's date if not specified.
Delivery Date
Order Number
If left blank, Xero will auto-generate this from your default invoice numbering.
Reference
Theme
Currency
Tax Type
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel. Note: This trigger only supports attachment information for messages generated by bots. If you need to retrieve attachment information from non-bots, see this help document.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
User Name
Trigger on files created by a single user.
Shared
Trigger when files are shared with you. Please note that this will trigger on created files as well.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction
Only triggers when this reaction is added to a message. Use the dropdown to select one of your team's custom emoji or select
Use a Custom Valueand enter the name of a standard emoji. Use this cheat sheet for reference and be sure not to include the colons. Note that you cannot use an emoji's alias in this field.Channel
Only triggers on reactions added on messages in this public channel. Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
User
Only triggers on reactions added by this user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Toggle to send to multiple users.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.File
Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
Thread
If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example:
1345232312616.1231232.If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
Otherwise, add a search step and fetch the message you want.
Broadcast To Channel?
If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Fields left blank will be ignored.
Last Name
Fields left blank will be ignored.
Title
Fields left blank will be ignored.
Email
Changing a user's email address will send an email to both the old and new addresses, and also post a slackbot to the user informing them of the change.
User
Update selected values on this user's profile. This argument may only be specified by team admins on paid teams. Defaults to your status, when blank.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw Request User Info
Note: Zapier's Slack app supports a limited set of OAuth scopes/permissions, thus many of Slack's API endpoints aren't currently feasible.
Api Docs Info
API docs for Slack are located here https://api.slack.com/methods
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Search is case-insensitive
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
We search the normalized name, so don't worry about accents
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Select the Business for which you would like to look for a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a New Client.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Filtered Invoice.
StatusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Payment.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Staff Member.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to Add a Payment to an Invoice.
AmountRequired
Date
Invoice IDRequired
Payment Type
Defaults to "Check" if left blank.
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Estimate.
CustomerRequired
Create DateRequired
Date estimate was created, YYYY-MM-DD format.
Estimate Number
User specified and visible estimate ID. Maximum length of 10 characters.
Organization
Name of organization being estimated.
First Name
First name of client on estimate.
Last Name
Last name of client on estimate.
Visibility State
Discount Value
Currency Code
Three-letter currency code for estimate.
Language
Two-letter language code, e.g. "en".
Terms
Address
First line of address on estimate.
PO Number
Post office box number for address on estimate.
Street
Street 2
City
Province
Zip Code
Country
Estimate
Associated estimate number. 0 if none.
Sent ID
User ID of the user who sent the estimate, typically 1 for admin.
Value Added Tax Name
Value Added Tax Number
Notes
Name
Name for the estimate line item(s). To add multiple line items,
Description
Description for the estimate line item(s).
Type
Type for estimate line item, 0 for normal estimate line.
Quantity
Quantity of the estimate line unit, multiplied against the unit cost.
Unit Cost Amount
Unit cost amount, to two decimal places.
Unit Cost Code
Three-letter currency code.
Tax Name 1
Name for the first tax on the estimate line.
Tax Amount 1
First tax amount, in percentage, up to 3 decimal places.
Tax Name 2
Name for the second tax on the estimate line.
Tax Amount 2
Second tax amount, in percentage, up to 3 decimal places.
Send to Customer?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Invoice.
ClientRequired
Currency Code
Like USD, CAD, etc.
Date of Issue
Please choose a date for this invoice. If left blank, the current date will be used.
Days Due From Issue
Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Is this invoice paid.
Terms
Discount Amount
Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
Discount Description
Public note about discount.
Invoice Number
PO Number
Reference number for address on invoice.
Language
Two-letter language code, e.g. "en".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Invoice.
AmountRequired
String amount of the income, to two decimal places.
Amount CodeRequired
Three-letter currency code for amount.
Category NameRequired
AmountRequired
Amount of the tax, to two decimal places.
NameRequired
Name of the tax.
Date
The date the income was received, YYYY-MM-DD format.
Note
Payment Type
Optional type of payment made. "Check", "Credit", "Cash", etc.
Source
E.g. Shopify, Etsy, Farmers' Market
Visibility State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to create a recurring invoice.
ClientRequired
Currency Code
Like USD, CAD, etc.
Date of Issue
Please choose a date for this invoice. If left blank, the current date will be used.
Days Due From Issue
Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Terms
Discount Amount
Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
Discount Description
Public note about discount.
Invoice Number
PO Number
Reference number for address on invoice.
Language
Two-letter language code, e.g. "en".
FrequencyRequired
How often to send the invoice.
Is Infinite?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Send an Estimate.
Email RecipientsRequired
Email BodyRequired
Notice this field takes plain-text only.
Email SubjectRequired
EstimateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create a Client.
Create if Client Does Not ExsistRequired
Select Yes if you would like to create the client if they do not exist in the system.
EmailRequired
First Name
Home Phone
Language
Last Name
Mobile Phone
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
The date the credit note is created for.
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Find a Customer.
Search FieldRequired
Choose a field to search upon.
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Select the Business for which you would like to Create a Client.
Search FieldRequired
Choose a field to search upon.
Search ValueRequired
EmailRequired
First Name
Home Phone
Language
Last Name
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
The date the credit note is created for.
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
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
Quote Status
If left empty, Zapier will trigger on all new quotes, regardless of status.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTransaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
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.
Bank Account Number
Groups
Add contact to selected group(s). Does not replace contact's existing groups.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
ContactRequired
Date
Defaults to today's date if not specified.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Email Address
Status
Defaults to Draft if not specified.
Date
Defaults to creation date if not specified.
Due Date
A due date is required for approved invoices.
Currency
Default currency for organization will be used if not specified.
Url
URL link to a source document.
Attachment
Branding Theme
The branding theme to use for this invoice.
Reference
Non-unique alpha numeric code identifying the bill.
Url
URL link to a source document.
Line Items Type
Line amounts are exclusive of tax by default if you don't specify this element.
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
Tracking
For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document Type
What you'll you provide the ID or number for via the next field.
Document ID or NumberRequired
The ID or Number for the selected Document Type.
Paid ToRequired
The bank account or clearing account the payment is being made to.
Date
Currency Rate
Exchange rate when payment is received. Only used for non base currency invoices.
AmountRequired
Reference
An optional description for the payment.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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
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.
Bank Account Number
Groups
Add contact to selected group(s). Does not replace contact's existing 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 foundNew Channel
Triggers whenever a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Include Alias
Choose yes to trigger when someone creates a new name for an existing emoji.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Name
Linked mentions of this user will trigger the zap. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
Highlight Word
Mentions of this word will trigger the zap. Case insensitive. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
Trigger for Bot Messages?
If
no, only messages sent by users will trigger the Zap. Ifyes, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
The actual reminder text that should be sent to yourself or a user. To include URLs, Slack uses this syntax.
Remind when?Required
Slack parses natural language like "in 15 minutes" or "every Thursday". Times are relative to when the Zap actually runs.
Remind who?
Pick a user to remind. If you pick no one, you will be reminded.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier. When usingSchedule At, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:). For example,https://site.com/icon_256.pngor:robot_face:. When usingSchedule At, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channeland@group. Unfortunately,@herenotifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
tsorpermalinkfield. This option does not supportBot NameandBot Iconcustomization and will default to Zapier as bot name and icon.File
Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
Thread
If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example:
1345232312616.1231232.If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
Otherwise, add a search step and fetch the message you want.
Broadcast To Channel?
If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
Name for the channel to be created. Channel names are normalized by converting to lowercase, replacing any non-allowed characters with hyphens or underscore, and truncating to 80 characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Slack will auto-link @names and #channels where applicable.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Leave empty to clear.
Status Emoji
Use any emoji that's available in your Slack team, with leading and trailing
:.If emoji is blank when text isn't,
:speech_balloon:is used by default. If both text and emoji are empty, your status will be cleared.Expiration Time
Provide a specific date & time for this status to expire. Statuses will not expire by default.
You can also specify a duration for this status by entering in a value like
in 60 minutes, for example. Check out other ways you can use this field here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Search query to use for finding matching messages. See the Slack Search Documentation for more information on constructing a query.
Sort By
Sort messages by their match strength or by their date. Default is score.
Sort Direction
Sort matching messages in ascending or descending order. Default is descending.
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Search is case-insensitive
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
The leading
@is optionalReturn Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a New Expense.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to look for a New Invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccountRequired
Select the Business for which you would like to Add a Payment to an Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to look for a new payment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like look for a new expense
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to Add a Payment to an Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AccountRequired
Select the Business for which you would like to Create a Client.
EmailRequired
First Name
Home Phone
Language
Last Name
Notes
Organization
Primary City
Primary Country
Primary State
Primary Street 1
Primary Street 2
Primary Zip Code
VAT Name
VAT Number
Work Phone
Currency Code
Quantity
Unit Cost
Description
Credit Note Create Date
The date the credit note is created for.
Credit Note Credit Type
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Expense.
AmountRequired
CategoryRequired
Client
Date
Notes
Staff MemberRequired
Tax1 Amount
Tax1 amount for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Percent Tax1 Amount will not be used in favor of Tax1 Percent
Tax1 Percent
Tax1 percent for expense. If used Tax1 Name and Tax Currency are required. If used with Tax1 Amount Tax1 Percent will be used to calculate amount
Tax1 Name
Required if there is a Tax1 Amount
Tax2 Amount
Tax amount for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Percent Tax2 Amount will not be used in favor of Tax2 Percent
Tax2 Name
Required if there is a Tax2 Amount
Tax2 Percent
Tax2 percent for expense. If used Tax2 Name and Tax Currency are required. If used with Tax2 Amount Tax2 Percent will be used to calculate amount
Compounded Tax
Required if Tax2 is used, is Tax2 a compound tax?
Currency
Vendor
Duplicate Estimate?
Account Name
Transaction Id
Invoice Id
Status
Bank Name
External System ID
Has Receipt?
Background Job ID?
External Invoice ID
Markup Percent
Note of percent to mark expense up.
Project
Profile ID
Visibility State
Account System ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Invoice PDF.
InvoiceRequired
Select the Invoice for which you would like to create a PDF.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create a Project.
TitleRequired
Due Date
Project Type
Fixed Price
Fixed price used for flat rate projects
Rate
Hourly rate for hourly projects.
Budget
Active
Complete
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Create an Expense.
Project
Task
Started AtRequired
Created At
DurationRequired
Duration of the time entry in seconds. Decimal values will result in an error
Is LoggedRequired
Internal?
Client IDRequired
Billed?
Billable?
Active?
Pending Client
Pending Project
Pending Task
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Send an Invoice.
Email Body
Notice this field takes plain-text only.
Email SubjectRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Update an Invoice.
ClientRequired
This will only be used if Create if Invoice Does Not Exist is yes.
Create if Invoice Does Not ExistRequired
Select Yes if you would like to create the invoice if it does not exist in the system.
Append Line Items on UpdateRequired
Select Yes if you would like to append line items on update. Default is to replace line items on update
Currency Code
Like USD, CAD, etc.
Date of Issue
Days Due From Issue
Adds days to assigned date to set due date. Due date will be the date of issue if left blank.
Invoice NumberRequired
Enter the full invoice number.
Language
Estimate
Active Payment Gateway
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Notes
PO Number
Terms
Discount Amount
Discount Description
Body
Delay
Days
Late Fee Percentage or Amount
Repeat Late Fee
Late Fee Type
First Tax Name
First Tax Percent
Second Tax Name
Second Tax Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Select the Business for which you would like to Find an invoice.
Search FieldRequired
Choose a field to search upon.
Search ValueRequired
If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Select the Business for which you would like to Create an Invoice.
Search FieldRequired
Choose a field to search upon.
Search ValueRequired
If you are searching by "Invoice Number" please include all prepending zeros. For example, instead of entering "10", you'd need to enter "0000010".
ClientRequired
Currency Code
Like USD, CAD, etc.
Date of Issue
Please choose a date for this invoice. If left blank, the current date will be used.
Days Due From Issue
Adds days to date of issue to set due date. If left blank, the due date will be the same as the date of issue.
Line Item Description
Line Item NameRequired
Line Item QuantityRequired
Line Item Tax1 Name
Line Item Tax1 Percent
Line Item Unit CostRequired
Active Payment Gateway
Notes
Invoice Paid?
Is this invoice paid.
Terms
Discount Amount
Percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.
Discount Description
Public note about discount.
Invoice Number
PO Number
Reference number for address on invoice.
Language
Two-letter language code, e.g. "en".
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
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How Xero + Slack + FreshBooks Integrations Work
- Step 1: Authenticate Xero, Slack, and FreshBooks.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
