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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer" from Karlia.

Add your action

An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.

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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.

New Customer
Triggers when a new customer is created.
Trigger
Instant
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Delete Customer
Triggers when a customer is deleted.
Trigger
Instant
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Update Supplier
Triggers when a supplier is updated.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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Delete Contact
Triggers when a contact is delete.
Trigger
Instant
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Update Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
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Update Opportunity Column Number
Triggers when a column number of an opportunity is updated.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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Delete Quote
Triggers when a quote is deleted
Trigger
Instant
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Update Order
Triggers when a order is updated.
Trigger
Instant
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New Delivery
Triggers when a new delivery is created.
Trigger
Instant
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Delete Delivery
Triggers when a delivery is deleted.
Trigger
Instant
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Update Invoice
Triggers when an invoice is updated.
Trigger
Instant
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New Product
Triggers when a new product is created.
Trigger
Instant
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Delete Product
Triggers when a product is deleted.
Trigger
Instant
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Update Equipment
Triggers when an equipment is updated.
Trigger
Instant
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New Purchase
Triggers when a new purchase is created.
Trigger
Instant
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Delete Purchase
Triggers when a purchase is deleted.
Trigger
Instant
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Update Supplier Order
Triggers when a supplier order is updated..
Trigger
Instant
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New Suppler Delivery
Triggers when a new supplier delivery is created.
Trigger
Instant
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Delete Supplier Delivery
Triggers when a supplier delivery is deleted.
Trigger
Instant
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Update Supplier Invoice
Triggers when a supplier invoice is updated.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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Delete Event
Triggers when an event is deleted.
Trigger
Instant
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Update Note
Triggers when a note is updated.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Delete Task
Triggers when a task is deleted.
Trigger
Instant
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Update Time
Triggers when a time is updated.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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Delete Project
Triggers when a project is deleted.
Trigger
Instant
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Update Project Task
Triggers when a project task is updated.
Trigger
Instant
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Update Project Task Column Number
Triggers when a column number of a project task is updated.
Trigger
Instant
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New Project Subtask
Triggers when a new project subtask is created.
Trigger
Instant
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Update Project Subtask Status
Triggers when a project subtask status is updated.
Trigger
Instant
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New Ticket
Triggers when a new ticket is created.
Trigger
Instant
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Update Ticket Status
Triggers when a ticket status is updated.
Trigger
Instant
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- Customer / Supplier
  Required
- Civility
- Firstname
- Lastname
  Required
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
Action
Write
- Type
- Do you want to add the document in a new opportunity ?
  Required
- Proposal description
- Status
- Title
- Document date
- Customer reference
- Description
- Payment by Stripe
- Document template
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Project
- Date
- Title
- Description
Action
Write
- Title
  Required
- Reference
- Category
- Description
- Sales price HT
- VAT
- Unit
Action
Write
- Project
  Required
- Title
  Required
- Section
- Starting date
- Due date
- Time estimated
- User
Action
Write
- Name
  Required
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Pipeline
- Title
- Priority
- Group
- User assigned
- Skill
- Customer
- Contact
- Opportunity
- Project
- Equipment
- User shared
- Do you want more options ?
Action
Write
- Is it a Customer Contact or a Supplier Contact?
  Required
- Contact
  Required
- Custom Field
  Required
Action
Write
- Equipment
  Required
- Custom Field
  Required
Action
Write
- Project
  Required
- Custom field
Action
Write
- Ticket
- Custom field
Action
Write
- Quick Search
- Prospect
- Type
- Status
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Document
  Required
- Status
- Title
- Document date
- Expiration date
- Payment condition
- Customer reference
- Description
- Payment by Stripe
- Document template
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Project
- Date
- Title
- Description
Action
Write
- Product
  Required
- Title
- Reference
- Category
- Description
- Sales price HT
- VAT
- Unit
Action
Write
- Project
  Required
- Title
- Status
- Section
- Starting date
- Due Date
- Time estimated
- User
Action
Write
- Supplier
  Required
- Name
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Ticket
  Required
- Title
- Priority
- Group
- User assigned
- Skill
- Customer
- Contact
- Opportunity
- Project
- Equipment
- User shared
- Do you want more options ?
Action
Write
- Do you want an advanced search ?
Action
Search
- Do you want an advanced search ?
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id_project
  Required
- id
  Required
Action
Search
- id
  Required
Action
Search
- Do you want an advanced search ?
- Customer / Supplier
  Required
- Civility
- Firstname
- Lastname
  Required
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
Action
Search or write
- Search by Customer or Supplier
- And/or Status
- And/or Condition
- And/or Title
- Pipeline
  Required
- Customer
  Required
- Title
- Step
- Client Manager
- Status
- Condition
Action
Search or write
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Days_overdue
  Required
Trigger
Polling
Try It
- Trigger_info
- Organization
  Required
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Trigger
Polling
Try It
- Organization
  Required
- Purchase Order Status
Trigger
Polling
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- Organization
  Required
- Payment_type
Trigger
Polling
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- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
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- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Item Code
  Required
- Name
  Required
- Description
- Is Sold
  Required
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is Purchased
  Required
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is Tracked
  Required
- Inventory Asset Account
- Cost of Goods Sold Account
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Contact Name
  Required
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- 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
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Warning_message
- Credit Note ID
  Required
- Allocation ID
  Required
Action
Write
- Info
- Organization
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Contact_name
  Required
- Email_address
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Reference
- Line_items_type
- Item Code
- Description
- Quantity
  Required
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- Organization
  Required
- Document Type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact (supplier)
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Purchase Order Status
Action
Write
- Info
- Organization
  Required
- Employee
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Quote ID
  Required
- Quote Number
- Status
- Contact
  Required
- Date
- Expiry
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Resource type
  Required
- File
  Required
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Email
Action
Search
- Organization
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Contact Name
  Required
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- 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
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write

Update Customer
Triggers when a customer is updated.
Trigger
Instant
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New Supplier
Trigger when a new supplier is created.
Trigger
Instant
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Delete Supplier
Triggers when a supplier is deleted.
Trigger
Instant
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Update Contact
Triggers when a contact is updated
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Update Opportunity Status
Triggers when an opportunity status is updated.
Trigger
Instant
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Delete Opportunity
Triggers when an opportunity is deleted.
Trigger
Instant
Try It
Update Quote
Triggers when a quote is updated.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
Delete Order
Triggers when an order is deleted.
Trigger
Instant
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Update Delivery
Triggers when a delivery is updated.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Delete Invoice
Triggers when an invoice is deleted.
Trigger
Instant
Try It
Update Product
Triggers when a product is updated.
Trigger
Instant
Try It
New Equipment
Triggers when a new equipment is created.
Trigger
Instant
Try It
Delete Equipment
Triggers when an equipement is deleted.
Trigger
Instant
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Update Purchase
Triggers when a purchase is updated.
Trigger
Instant
Try It
New Supplier Order
Triggers when a new supplier order is created.
Trigger
Instant
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Delete Supplier Order
Triggers when a supplier order is deleted.
Trigger
Instant
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Update Supplier Delivery
Triggers when a supplier delivery is updated
Trigger
Instant
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New Supplier Invoice
Triggers when a new supplier invoice is created.
Trigger
Instant
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Delete Supplier Invoice
Triggers when a supplier invoice is deleted.
Trigger
Instant
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Update Event
Triggers when an event is updated.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
Try It
Delete Note
Triggers when a note is deleted.
Trigger
Instant
Try It
Update Task
Triggers when a task is updated.
Trigger
Instant
Try It
New Time
Triggers when a new time is created.
Trigger
Instant
Try It
Delete Time
Triggers when a time is deleted.
Trigger
Instant
Try It
Update Project
Triggers when a project is updated.
Trigger
Instant
Try It
New Project Task
Triggers when a new project task is created.
Trigger
Instant
Try It
Update Project Task Status
Triggers when a project task status is updated.
Trigger
Instant
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Delete Project Task
Triggers when a project task is deleted.
Trigger
Instant
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Update Project Subtask
Triggers when a project subtask is updated.
Trigger
Instant
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Delete Project Subtask
Triggers when a project subtask is deleted.
Trigger
Instant
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Update Ticket
Triggers when a ticket is updated.
Trigger
Instant
Try It
Delete Ticket
Triggers when a ticket is deleted.
Trigger
Instant
Try It
- Type
  Required
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Title
  Required
- Reference
- Description
- Serial number
- Customer
Action
Write
- Supplier
- Status
- Reference
- Expense date
- Due date
- Description
- Chart of accounts
- Total HT
- VAT
Action
Write
- Pipeline
  Required
- Customer
  Required
- Title
- Step
- Client Manager
- Status
- Condition
Action
Write
- Title
  Required
- User
  Required
- Columns
- Customer / Supplier
- Opportunity
- Starting date
- Due date
- Status
- Condition
Action
Write
- Project
  Required
- Title
  Required
- Column number
- Description
- Priority
- Starting date
- Due Date
- Time estimated
- User
- Customer / Supplier
- Opportunity
- Condition
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility
- Used in times
- Time type
- Billable Time
Action
Write
- User
  Required
- Project
- Customer / Supplier
- Opportunity
- Type
- Billable time
- Date
- Time done
- Planned time
- Description
Action
Write
- Customer
  Required
- Custom Field
  Required
Action
Write
- Opportunity
- Custom Field
Action
Write
- Supplier
- Custom Field
Action
Write
- Contact
  Required
- Civility
- Firstname
- Lastname
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
Action
Write
- Customer
  Required
- Type
- Status
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Equipment
  Required
- Title
- Reference
- Serial Number
- Customer
Action
Write
- Expense
  Required
- Supplier
- Status
- Reference
- Expense date
- Due date
- Description
- Chart of accounts
- Total HT
- VAT
Action
Write
- Opportunity
  Required
- Pipeline
- Title
- Step
- Client Manager
- Status
- Condition
Action
Write
- Project
  Required
- title
- User
- Columns
- Customer / Supplier
- Opportunity
- Starting date
- Due Date
- Status
- Condition
Action
Write
- Project
  Required
- Title
- Column number
- Descritpion
- Priority
- Starting Date
- Due date
- Time estimated
- User
- Customer / Supplier
- Opportunity
- Condition
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility
- Used in times
- Time Types
- Billable Time
Action
Write
- Do you want an advanced search ?
Action
Search
- Search by Customer or Supplier
- And/or Status
- And/or Condition
- And/or Title
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id_project
  Required
- id_task
  Required
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- Do you want an advanced search ?
- Type
  Required
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Search or write
- Do you want an advanced search ?
- Name
  Required
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Search or write
- Organization
  Required
- Status
Trigger
Polling
Try It
- Organization
  Required
- Status
- Type
Trigger
Polling
Try It
- Organization
  Required
- Report Type
  Required
Trigger
Polling
Try It
- Organization
  Required
- Payment_type
Trigger
Polling
Try It
- Organization
  Required
- Project State
Trigger
Polling
Try It
- Organization
  Required
- Quote Status
Trigger
Polling
Try It
- Organization
  Required
- Status
Trigger
Instant
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Invoice ID
  Required
- Note
  Required
Action
Write
- Organization
  Required
- Credit Note ID
  Required
- Invoice ID
  Required
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Code
  Required
- Name
  Required
- Type
  Required
Action
Write
- Organization
  Required
- Type
  Required
- Contact
  Required
- Date
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Email_address
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- 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
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact Number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Description
- Quantity
  Required
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- Organization
  Required
- Contact
  Required
- Project Name
  Required
- Deadline for the project
- Project Estimate
Action
Write
- Organization
  Required
- Contact
  Required
- Repeated Invoice Schedule
- Invoice Creation: Frequency Type
  Required
- Invoice Creation: Frequency (Period)
  Required
- Due Date Type: Payment Terms
  Required
- Set Due Dates (Days)
  Required
- Start Date:
  Required
- End Date
- Status
  Required
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- Organization
  Required
- Purchase Order
  Required
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
Action
Write
- Info
- Organization
  Required
- Invoice_id
  Required
- Contact
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Invoice_number
- Line_amount_types
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
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Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
- Include PDF File
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Contact ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Search or write

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Connect Karlia and Xero to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Xero on the Zapier blog

Make work flow with AI

Level up your Karlia to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About Karlia

Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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Accounting

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Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Karlia and Xero to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Xero on the Zapier blog

5 ways to use the Zapier Xero integration

Make work flow with AI

Connect Karlia to Xero on the world's largest no-code automation platform