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Choose a trigger
A trigger is the event that starts your Zap—like a "Credit Note Created" from Daftra.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
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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.
 Credit Note Created Credit Note Created- Triggers when a new Credit Note is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Purchase Order Created Purchase Order Created- Trigger When New Purchase Order is created Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Credit Note Deleted Credit Note Deleted- Triggers when a Credit Note is Deleted. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Delete Invoice Delete Invoice- Triggers when an Invoice is deleted. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Journal Deleted Journal Deleted- Triggers when a Journal is deleted. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Refund Receipt Deleted Refund Receipt Deleted- Triggers when a Refund Receipt is deleted. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Credit Note Updated Credit Note Updated- Triggers when a Credit Note is Updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Invoice Updated Invoice Updated- Triggers when a Invoice is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Journal Updated Journal Updated- Triggers when a Journal is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Refund Receipt Updated Refund Receipt Updated- Triggers when a Refund Receipt was updated Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Estimate Deleted Estimate Deleted- Triggers when an Estimate is deleted Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Invoice Created Invoice Created- Triggers when there's a new Invoice. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Expense Created New Expense Created- Triggers when a new Expense is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Journal Created Journal Created- Triggers when a new Journal is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Product Deleted Product Deleted- Triggers when a Product is deleted Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Supplier Created Supplier Created- Triggers when a new supplier is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Supplier Updated Supplier Updated- Triggers when Supplier is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Add Invoice Add Invoice- Creates a new Invoice ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Add Product Add Product- Creates a new Product ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Add Refund Receipt Add Refund Receipt- Creates a new Refund Receipt ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Add Expense Add Expense- Creates a new Expense ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Add Supplier Add Supplier- Creates a new supplier ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Estimate IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Invoice IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Refund Receipt IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Edit Client Edit Client- Edits a Client ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Edit Expense Edit Expense- Edits an Expense ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Edit Invoice Payment Edit Invoice Payment- Edits an Invoice Payment ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Edit Product Edit Product- Edits a Product ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Edit Refund Receipt Edit Refund Receipt- Edits a Refund Receipt ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Copy
- FilterRequired
- Deal status
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Lead New Lead- Triggers when a lead is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Note New Note- Triggers when a new note is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Organization New Organization- Triggers when a new organization is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Deleted Person Deleted Person- Triggers when an existing person is deleted. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Filter ID
- Status
- Board ID
- Phase ID
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Filter By
- Field to Watch for Changes On
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Person IDRequired
- Label IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Product IDRequired
- Product Variation IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Follower User IDRequired
- Choose where to add the followerRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- ContentRequired
- Deal ID
- Pin note to deal
- Person ID
- Pin note to person
- Organization ID
- Project ID
- Pin note to organization
- Lead ID
- Pin note to lead
- Pin note to project
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Person Name
- Email Addresses
- Phone Numbers
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Copy_null
- Deal IDRequired
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Organization to UpdateRequired
- Organization Name
- Organization Address
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Copy_null
- Product IDRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- TaskRequired
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search type
- Include file data
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search for an Exact Match?
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search ByRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search type
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search By
- Search TermRequired
- Exact Match
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Field to search byRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search type
- Include file data
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
 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
- Search type
- Person Name
- Email Addresses
- Phone Numbers
 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
- Search By
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
 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
 Refund Receipt Created Refund Receipt Created- Triggers when a new Refund Receipt is created Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Client Deleted Client Deleted- Triggers when a Client is deleted. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Expense Deleted Expense Deleted- Triggers when an Expense is deleted. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Invoice Payment Deleted Invoice Payment Deleted- Triggers when an invoice Payment is deleted. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Purchase Order Deleted Purchase Order Deleted- Triggers when Purchase Order Deleted Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Client Updated Client Updated- Triggers when a Client is updated Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Expense Updated Expense Updated- Triggers when an Expense is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Invoice Payment Updated Invoice Payment Updated- Triggers when an Invoice Payment is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Purchase Order Updated Purchase Order Updated- Triggers when Purchase Order was updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Estimate Created Estimate Created- Triggers when a new Estimate is created Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Estimate Updated Estimate Updated- Triggers when an Estimate is updated Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Client Created Client Created- Triggers when a new client is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Invoice Payment Created Invoice Payment Created- Triggers when a new Invoice Payment is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Product Created Product Created- Triggers when there's a new product. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Product Updated Product Updated- Triggers when a Product is updated Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Supplier Deleted Supplier Deleted- Triggers when supplier is deleted. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Add Estimate Add Estimate- Creates a new Estimate ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Add Invoice Payment Add Invoice Payment- Creates a new Invoice Payment ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Add Purchase Order Add Purchase Order- Creates a new Purchase Order ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Add Client Add Client- Creates a new client ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Add Journal Add Journal- Creates a new Journal ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Edit Estimate Edit Estimate- Edits an Estimate ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Edit Invoice Edit Invoice- Edits an Invoice ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Edit Journal Edit Journal- Edits a Journal ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Edit Purchase Order Edit Purchase Order- Edits a Purchase Order ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 Edit Supplier Edit Supplier- Edits a Supplier ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
 New Activity New Activity- Triggers when a new activity is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Deal New Deal- Triggers when a new deal is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Person New Person- Triggers when a new person is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Deal IDRequired
- Add Multiple Products?
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- FileRequired
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Note ID
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- TitleRequired
- Person ID
- Organization ID
- Owner User ID
- Note
- Pin note to lead
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
- Source Channel ID
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Organization NameRequired
- Organization Address
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- TitleRequired
- Project IDRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Activity to UpdateRequired
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Lead IDRequired
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Copy_null
- Person to UpdateRequired
- Person Name
- Email Addresses
- Phone Numbers
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- PersonRequired
- Include file data
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Note IDRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search type
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search type
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
 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
- Search type
- Organization NameRequired
- Organization Address
 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
- Search type
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
 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
- Search TermRequired
- Exact Match?
- Assignee
- Project IDRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task 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 found
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