Avaza + Insightly
Create new Insightly records when invoices are sent in Avaza
Effortlessly streamline your invoicing and business process with this workflow. When a new invoice is dispatched in Avaza, a corresponding record will be created in Insightly, ensuring everything is in one place for easy access. This automation reduces manual data entry, making your financial management more efficient and accurate.
Effortlessly streamline your invoicing and business process with this workflow. When a new invoice is dispatched in Avaza, a corresponding record will be created in Insightly, ensuring everything is in one place for easy access. This automation reduces manual data entry, making your financial management more efficient and accurate.
- When this happens...
Invoice SentTriggers when a new Invoice is sent.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create RecordCreates a Record
ActionWriteCreate a new record or update an existing record in your app.
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New Bill Created
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Deleted
Triggers when a company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Deleted
Triggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Estimate Created
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Updated
Triggers when an estimate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Deleted
Triggers when an expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Sent
Triggers when a new Invoice is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new contact Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Timesheet Entry
Trigger when a new timesheet entry is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
Triggers when a new Project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Schedule Series Deleted
Triggers when a schedule series record is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Deleted
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Timesheet Entry Deleted
Triggers when an timesheet entry is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.QuantityRequired
Unit PriceRequired
Inventory Item IDFK
Inventory Item Name
Description
Tax IDFK
Tax Name
Tax Percent
Discount
Estimate Prefix
Estimate Number
CompanyIDFK
Company Name
First Name
Last Name
Email
Currency Code
Exchange Rate
Invoice Template IDFK
Subject
Customer PO Number
Date Issued
Estimate Tax Config Code
Due Date
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
SectionRequired
Task Type
TitleRequired
Description
Assigned To
Task Priority
Start Date
Date Due
Estimated Effort
Name
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Amount
Payment Number
Date Issued
Transaction Prefix
Company ID
Exchange Rate
Transaction Reference
Notes
Payment Provider Code
Currency Code
Bill Transaction ID
Allocation Amount
Allocation Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense DateRequired
UserID
User Email
Expense CategoryID
Expense Category Name
is Chargeable
is Reimbursable
Quantity
CustomerID
CustomerName
ProjectID
Project Name
TaskID
CurrencyCode
Exchange Rate
Amount
TaxID
Tax Name
Transaction Tax Config Code
Group Trip Name
Expense Payment MethodID
Merchant
Merchant Tax Number
Notes
Verify And Save
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Timesheet Allowed
Timesheet Approver
Expense Approver
Timesheet Approval Required
Can Create Tasks
Can Delete Tasks
Can Comment On Tasks
Can Update Tasks
Project ID
User ID
Cost Amount
Rate Amount
Budget Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserIDFK
Hours Per Day
Total Duration
Duration Type
Schedule On Days Off
ProjectIDFK
CategoryIDFK
TaskIDFK
Notes
Start Date
End Date
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project ID
Title
Start Date UTC
End Date UTC
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Section IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Timesheet Timer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search
Project Code
Company ID
Timesheet User ID
Page Number
Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Contact EmailRequired
FirstnameRequired
LastnameRequired
Currency Code
Company Billing Address
Position Title
Mobile
Phone
Update Existing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Project Timesheet CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entry Date FromRequired
Entry Date ToRequired
Project ID
Task ID
is Invoiced
Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entry Date FromRequired
Entry Date ToRequired
User ID
User Email
Category Name
Project ID
is Billable
is Invoiced
is Timer Running
include Invoice Details
Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Project
Section
Assigned To
Title
Description
Start Date
Date Due
Task Priority
Estimated Effort
Task Status Code
Percent Complete
Name
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense IDRequired
Expense Date
Expense CategoryID
is Chargeable
is Reimbursable
Quantity
CustomerID
ProjectID
TaskID
CurrencyCode
Exchange Rate
Amount
TaxID
Transaction Tax Config Code
Group Trip Name
Expense Payment MethodID
Merchant
Merchant Tax Number
Notes
Verify And Save
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Timesheet Allowed
Timesheet Approver
Expense Approver
Timesheet Approval Required
Can Create Tasks
Can Delete Tasks
Can Comment On Tasks
Can Update Tasks
Project IDRequired
User IDRequired
Cost Amount
Rate Amount
Budget Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Schedule Series ID
User ID
Hours Per Day
Total Duration
Duration Type
Schedule on Days Off
Project ID
Category ID
Task ID
Notes
Start Date
End Date
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TimeSheet Entry IDRequired
Project IDRequired
Timesheet Category ID
Task ID
Duration
Entry Date
Has Start End Time
Notes
Custom Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
Company NameRequired
Currency Code
Billing Address Line
Billing Address City
Billing Address State
Billing Address Post Code
Billing Country Code
Billing Address
Phone
Fax
website
TaxNumber
Comments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInsightly ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insightly ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insightly ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Bill Updated
Triggers when a bill is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Deleted
Triggers when an estimate is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense Created
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Updated
Triggers when an expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Deleted
Triggers when a invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Update
Triggers when a invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggered when a new company contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task Created
Trigger when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Deleted
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Schedule Series Created
Triggers when a new schedule series record is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Schedule Series Updated
Triggers when a schedule series record is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Trigger when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Timesheet Entry Updated
Trigger when a timesheet entry is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project TitleRequired
Company ID
Company Name
Currency Code
Project Notes
Timesheet Approval Required by Default
Populate Default Project Members
Is Task Required On Timesheet
Start Date
EndDate
Budget Amount
Budget Hours
Project Status Code
Project Category IDFK
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Transaction Prefix
Bill Number
Company ID
Company Name
First Name
Last Name
Email
Currency Code
Exchange Rate
Bill Template ID
Subject
Supplier PO Number
Date Issued
Payment Terms
Due Date
Transaction Tax Config Code
Notes
Inventory Item ID
Inventory Item Name
Description
Quantity
Unit Price
Tax ID
Tax Name
Tax Percent
Discount
Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Currency Code
Billing Address Line
Billing Address City
Billing Address State
Billing Address Post Code
Billing Country Code
Billing Address
Phone
Fax
website
TaxNumber
Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Amount
Payment Number
Date Issued
Transaction Prefix
Customer IDFK
Exchange Rate
Transaction Reference
Notes
Payment Provider Code
Invoice Transaction IDFK
Allocation Amount
Allocation Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project ID
Timesheet Category ID
Billable
Payable
Rate Amount
Budget Hours
Cost Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Leave UserIDFK
Leave Notify
Leave Hours Per Day
Leave Type IDFK
Leave Notes
Leave Start Date
Leave End Date
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Project ID
Timesheet Category ID
Task ID
Duration
Is Invoiced
Entry Date
Has Start End Time
Notes
Custom Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Schedule Series IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Timesheet IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Company ID
Roles
Tags
Current User Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuantityRequired
Unit PriceRequired
Inventory Item IDFK
Inventory Item Name
Description
Tax IDFK
Tax Name
Tax Percent
Discount
Transaction Prefix
Invoice Number
CompanyIDFK
Company Name
First Name
Last Name
Email
Currency Code
Exchange Rate
Invoice Template IDFK
Subject
Date Issued
Payment Terms
Due Date
Transaction Tax Config Code
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Date FromRequired
Expense Date ToRequired
User Email
User ID
Category Name
Customer ID
Project ID
is Chargeable
is Invoiced
Expense Reimbursement ID
Expense Payment Method ID
Expense Approval Status Code
Search
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Schedule Date FromRequired
Schedule Date ToRequired
Updated After
Schedule Series ID
User ID
User Email
Page Size
page Number
Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Search
Hide Completed
Page Size
Page Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyID
Company Name
Billing Address Line
Billing Address City
Billing Address State
Billing Address Post Code
Billing Country Code
Billing Address
Phone
Fax
website
TaxNumber
Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Project Title
Project Notes
Timesheet Approval Required by Default
Is Task Required On Timesheet
Start Date
EndDate
Budget Amount
Budget Hours
Project Status Code
Project Category IDFK
Project Billable Type Code
Project Budget Type Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project ID
Timesheet Category ID
Billable
Payable
Rate Amount
Budget Hours
Cost Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Schedule Series ID
Leave User ID
Leave Hours Per Day
Leave Type ID
Leave Notes
Leave Start Date
Leave End Date
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInsightly ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insightly ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insightly ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Insightly ObjectRequired
Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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