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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.
- OrganizationRequired
Try It- OrganizationRequired
Try It- OrganizationRequired
Try It- OrganizationRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- Full Line Items NameRequired
- Full Line Item RateRequired
- Full Line Item QuantityRequired
- Full Line Items Discount
- Full Line Items Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
- OrganizationRequired
Try It- Status
- OrganizationRequired
Try It- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Full Line Items NameRequired
- Full Line Items Description
- Full Line Item QuantityRequired
- Full Line Item RateRequired
- Full Line Items Discount
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- Vat Treatment
- Tax Treatment
- Reference Number
Learn how to automate Zoho Books on the Zapier blog
Learn how to automate Storage by Zapier on the Zapier blog
Related categories
Related categories