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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Accounting Code Created" from Kiwili.

Add your action

An action happens after the trigger—such as "Create Record in a Table" in Lumeer.

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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.

Accounting Code Created
Triggers when a new Accounting Code is created.
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Contact Created
Triggers when a new Contact is created.
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Expense Account Created
Triggers when an Expense Account is created.
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Invoice Payment Created
Triggers when an Invoice Payment is created.
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Product Created
Triggers when an Product is created.
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Project Step Created
Triggers when a project step is created.
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Sprint Created
Triggers when a Sprint is created.
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Tax Profile Created
Triggers when an Tax Profile is created.
Trigger
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Accounting Code Deleted
Triggers when an Accounting Code is deleted.
Trigger
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Contact Deleted
Triggers when a Contact is deleted.
Trigger
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Expense Account Deleted
Triggers when an Expense Account is deleted.
Trigger
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Payment Type Deleted
Triggers when a Payment Type is deleted.
Trigger
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Project Deleted
Triggers when a Project is deleted.
Trigger
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Service Deleted
Triggers when a Service is deleted.
Trigger
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Time Entry Deleted
Triggers when a Time Entry is deleted.
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Bank Account Updated
Triggers when a Bank Account is updated.
Trigger
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Enterprise Updated
Triggers when an Enterprise is updated.
Trigger
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Invoice Updated
Triggers when an Invoice is updated.
Trigger
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Payment Type Updated
Triggers when a Payment Type is updated.
Trigger
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Project Updated
Triggers when a Project is updated.
Trigger
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Service Updated
Triggers when a Service is updated.
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Task Updated
Triggers when a Task is updated.
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Time Entry Updated
Triggers when a Time Entry is updated.
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- Bank Account bank number
- Bank Account branch number
- Bank Account account number
- Bank Account name
- Bank Account description
- Bank Account currency
- Bank Account credit limit
- Bank Account accounting code
- Bank Account EFT originator number
- Bank Account EFT data processing center number
Action
Write
- Enterprise Name
  Required
- Enterprise Email
- Enterprise Phone
- Enterprise Phone2
- Enterprise Fax
- Enterprise Address
- Enterprise City
- Enterprise Province/State
- Enterprise Country
- Enterprise Postal Code
- Enterprise Note
- Enterprise Active
- Enterprise is Natural Person
- Enterprise Language
- Enterprise Payments Term
- Enterprise is a Client
- Enterprise is a Provider
- Enterprise is a Prospect
- Enterprise Administrator Id
- Enterprise WebSite
- Enterprise Origin
- Enterprise Code
- Enterprise Bank Number
- Enterprise Branch Number
- Enterprise Account Number
- Enterprise Discount
- Enterprise Account Receivable
- Enterprise Account Payable
- Enterprise Tax Profile Id
- Enterprise Tax1 Number
- Enterprise Tax2 Number
- Enterprise number of employees
- Enterprise Activity Code List
Action
Write
- Invoice Number
- Invoice EnterpriseId
  Required
- Invoice Description
- Invoice InvoiceDate
  Required
- Invoice DueDate
  Required
- Invoice Status
- Invoice TermsAndConditions
- Invoice Recipient
- Invoice Archived
- Invoice Tax Profile Id
  Required
- Invoice QtyHeader
- Invoice PayPalInfo
- Invoice PayPalDate
- Invoice AllowPayPal
- Invoice AllowStripe
- Invoice ClientReferenceNumber
- Invoice SignatureDate
- Invoice ContactId
- Invoice CurrencyCode
- Invoice ExchangeRate
- Invoice CancellationDate
- Invoice Template
  Required
- Invoice ReplyTo
- Invoice SellerUserId
- Invoice AddressId
- Line Description
- Line ItemId
  Required
- Line ItemType
  Required
- Line UnitCost
  Required
- Line Quantity
  Required
- Line Taxes Profile Id
- Line Discount
Action
Write
- Payment Type name
Action
Write
- Project Name
  Required
- Project Enterprise Id
  Required
- Project Contact Id
- Project Description
- Project Rate
- Project Billing Type
- Project Budget Hours
- Project Code
- Project Number
- Project Purchase Order Number
- Project Active
- Project Archive
- User member Id
  Required
- User member is administrator
- User member Rate
- Service Id
  Required
Action
Write
- Service Name
  Required
- Service Description
- Service Rate
  Required
- Service Taxes Profile Id
- Service Code
- Service Number
- Service Active
  Required
- Service Billable
  Required
Action
Write
- Task Summary
  Required
- Task Description
- Task Assignee User Id
- Task Administrator User Id
- Task Enterprise Id
- Task Project Id
- Task Project Step Id
- Task Service Id
- Task Status
- Task Priority
- Task Start Date
- Task Due Date
- Task Reminder Date
- Task Remaining Work
- Task Budgeted Work
- Task Archive
- Task Sprint Id
Action
Write
- Time Entry Date
  Required
- Time Entry Description
- Time Entry Hours
- Time Entry User Id
  Required
- Time Entry Project Id
  Required
- Time Entry Project Step Id
  Required
- Time Entry Service Id
  Required
- Time Entry Billed
- Time Entry Start Time
- Time Entry End Time
- Time Entry location Longitude
- Time Entry location Latitude
- Time Entry Invoice Line Id
- Time Entry Task Id
- Time Entry Is OverTime
Action
Write
- Bank Account Id
  Required
Action
Write
- Enterprise Id
  Required
Action
Write
- Invoice Id
  Required
Action
Write
- Product Id
  Required
Action
Write
- Project step Id
  Required
Action
Write
- TaxProfile Id
  Required
Action
Write
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Accounting Code
- Accounting Code description
- Accounting Code percentage tax reclaim.
- Accounting Code class
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Contact First Name
- Contact Last Name
- Contact Phone
- Contact Mobile Phone
- Contact Email
- Contact Login
- Contact Login Active
- Contact Enterprise Id
- Contact Title
- Main Contact of Enterprise
- Contact Profession Id
- Contact Gender
- Contact Language
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province/State
- Contact Country
- Contact Notes
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Enterprise Name
- Enterprise Email
- Enterprise Phone
- Enterprise Phone2
- Enterprise Fax
- Enterprise Address
- Enterprise City
- Enterprise Province/State
- Enterprise Country
- Enterprise Postal Code
- Enterprise Note
- Enterprise Active
- Enterprise is Natural Person
- Enterprise Language
- Enterprise Payments Term
- Enterprise is a Client
- Enterprise is a Provider
- Enterprise is a Prospect
- Enterprise Administrator Id
- Enterprise WebSite
- Enterprise Origin
- Enterprise Code
- Enterprise Bank Number
- Enterprise Branch Number
- Enterprise Account Number
- Enterprise Discount
- Enterprise Account Receivable
- Enterprise Account Payable
- Enterprise Tax Profile Id
- Enterprise Tax1 Number
- Enterprise Tax2 Number
- Enterprise number of employees
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- ExpenseAccount Name
- ExpenseAccount Description
- ExpenseAccount Code
- ExpenseAccount Active
- ExpenseAccount Price
- Expense Account Taxes Profile Id
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- InvoicePayment Number
- InvoicePayment InvoiceId
- InvoicePayment UserId
- InvoicePayment Amount
- InvoicePayment PaymentDate
- InvoicePayment Description
- InvoicePayment TypeId
- InvoicePayment BankAccountId
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Product Name
- Product Description
- Product Price
- Product Taxes Profile Id
- Product Code
- Product Number
- Product Active
- Product SKU
- Product UPC
- Product IsInventoryEnabled
- Product ResaleActive
- Product ResaleCode
- Product ResaleMargin
- Product ResalePercentMargin
- Product ResalePriceType
- Product MinStock
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Project Name
- Project Enterprise Id
- Project Contact Id
- Project Description
- Project Rate
- Project Billing Type
- Project Budget Hours
- Project Code
- Project Number
- Project Purchase Order Number
- Project Active
- Project Archive
- Project Creation Date
- Project Creation User Id
- Project Last Modification Date
- Project Last Modification User Id
- Project Administrator Id
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Service Name
- Service Description
- Service Rate
- Service Taxes Profile Id
- Service Code
- Service Number
- Service Active
- Service Billable
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Task Summary
- Task Description
- Task Assignee User Id
- Task Administrator User Id
- Task Enterprise Id
- Task Project Id
- Task Project Step Id
- Task Service Id
- Task Status
- Task Priority
- Task Start Date
- Task Due Date
- Task Reminder Date
- Task Remaining Work
- Task Budgeted Work
- Task Archive
- Task Creation Date
- Task Creation User Id
- Task Last Modification Date
- Task Last Modification User Id
- Task Sprint Id
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Time Entry Date
- Time Entry Description
- Time Entry Hours
- Time Entry User Id
- Time Entry Project Id
- Time Entry Project Step Id
- Time Entry Service Id
- Time Entry Billed
- Time Entry Billed by user
- Time Entry Billed date
- Time Entry Start Time
- Time Entry End Time
- Time Entry location Longitude
- Time Entry location Latitude
- Time Entry Invoice Line Id
- Time Entry Task Id
- Time Entry Is OverTime
- Time Entry Creation Date
- Time Entry Creation User Id
- Time Entry Last Modification Date
- Time Entry Last Modification User Id
Action
Search
- Accounting Code Id
  Required
Action
Search
- Company Name
Action
Search
- Currency Id
  Required
Action
Search
- EnterpriseActivityCode Id
  Required
Action
Search
- Invoice Id
  Required
Action
Search
- Payment Type Id
  Required
Action
Search
- ProfessionCode Id
  Required
Action
Search
- Project Step Id
  Required
Action
Search
- Sprint Id
  Required
Action
Search
- TaxProfile Id
  Required
Action
Search
- User Id
  Required
Action
Search
- Bank Account Id
  Required
- Bank Account bank number
- Bank Account branch number
- Bank Account account number
- Bank Account name
- Bank Account description
- Bank Account currency
- Bank Account credit limit
- Bank Account accounting code
- Bank Account EFT originator number
- Bank Account EFT data processing center number
Action
Search
- Enterprise Id
  Required
- Enterprise Name
  Required
- Enterprise Email
- Enterprise Phone
- Enterprise Phone2
- Enterprise Fax
- Enterprise Address
- Enterprise City
- Enterprise Province/State
- Enterprise Country
- Enterprise Postal Code
- Enterprise Note
- Enterprise Active
- Enterprise is Natural Person
- Enterprise Language
- Enterprise Payments Term
- Enterprise is a Client
- Enterprise is a Provider
- Enterprise is a Prospect
- Enterprise Administrator Id
- Enterprise WebSite
- Enterprise Origin
- Enterprise Code
- Enterprise Bank Number
- Enterprise Branch Number
- Enterprise Account Number
- Enterprise Discount
- Enterprise Account Receivable
- Enterprise Account Payable
- Enterprise Tax Profile Id
- Enterprise Tax1 Number
- Enterprise Tax2 Number
- Enterprise number of employees
- Enterprise Activity Code List
Action
Search
- Invoice Id
  Required
- Invoice Number
- Invoice EnterpriseId
  Required
- Invoice Description
- Invoice InvoiceDate
  Required
- Invoice DueDate
  Required
- Invoice Status
- Invoice TermsAndConditions
- Invoice Recipient
- Invoice Archived
- Invoice Tax Profile Id
  Required
- Invoice QtyHeader
- Invoice PayPalInfo
- Invoice PayPalDate
- Invoice AllowPayPal
- Invoice AllowStripe
- Invoice ClientReferenceNumber
- Invoice SignatureDate
- Invoice ContactId
- Invoice CurrencyCode
- Invoice ExchangeRate
- Invoice CancellationDate
- Invoice Template
  Required
- Invoice ReplyTo
- Invoice SellerUserId
- Invoice AddressId
- Line Description
- Line ItemId
  Required
- Line ItemType
  Required
- Line UnitCost
  Required
- Line Quantity
  Required
- Line Taxes Profile Id
- Line Discount
Action
Search
- Payment Type Id
  Required
- Payment Type name
Action
Search
- Project Id
  Required
- Project Name
  Required
- Project Enterprise Id
  Required
- Project Contact Id
- Project Description
- Project Rate
- Project Billing Type
- Project Budget Hours
- Project Code
- Project Number
- Project Purchase Order Number
- Project Active
- Project Archive
- User member Id
  Required
- User member is administrator
- User member Rate
- Service Id
  Required
Action
Search
- Service Id
  Required
- Service Name
  Required
- Service Description
- Service Rate
  Required
- Service Taxes Profile Id
- Service Code
- Service Number
- Service Active
  Required
- Service Billable
  Required
Action
Search
- Task Id
  Required
- Task Summary
  Required
- Task Description
- Task Assignee User Id
- Task Administrator User Id
- Task Enterprise Id
- Task Project Id
- Task Project Step Id
- Task Service Id
- Task Status
- Task Priority
- Task Start Date
- Task Due Date
- Task Reminder Date
- Task Remaining Work
- Task Budgeted Work
- Task Archive
- Task Sprint Id
Action
Search
- Time Entry Id
  Required
- Time Entry Date
  Required
- Time Entry Description
- Time Entry Hours
- Time Entry User Id
  Required
- Time Entry Project Id
  Required
- Time Entry Project Step Id
  Required
- Time Entry Service Id
  Required
- Time Entry Billed
- Time Entry Start Time
- Time Entry End Time
- Time Entry location Longitude
- Time Entry location Latitude
- Time Entry Invoice Line Id
- Time Entry Task Id
- Time Entry Is OverTime
Action
Search
- Organisation
  Required
- Project
  Required
- Table
  Required
Trigger
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Find Record in a Table
Finds an existing new Record(s) matching the specified criteria in the given Table
Action
Write

Bank Account Created
Triggers when a new Bank Account is created.
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Enterprise Created
Triggers when an Enterprise is created.
Trigger
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Invoice Created
Triggers when an Invoice is created.
Trigger
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Payment Type Created
Triggers when a new Payment Type is created.
Trigger
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Project Created
Triggers when a Project is created.
Trigger
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Service Created
Triggers when a Service is created.
Trigger
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Task Created
Triggers when a Task is created.
Trigger
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Time Entry Created
Triggers when a Time Entry is created.
Trigger
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Bank Account Deleted
Triggers when a Bank Account is deleted.
Trigger
Instant
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Enterprise Deleted
Triggers when an Enterprise is deleted.
Trigger
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Invoice Deleted
Triggers when an Invoice is deleted.
Trigger
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Product Deleted
Triggers when an Product is deleted.
Trigger
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Project Step Deleted
Triggers when a project step is deleted.
Trigger
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Tax Profile Deleted
Triggers when an Tax Profile is deleted.
Trigger
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Accounting Code Updated
Triggers when an Accounting Code is updated.
Trigger
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Contact Updated
Triggers when a Contact is updated.
Trigger
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Expense Account Updated
Triggers when an Expense Account is updated.
Trigger
Instant
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Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Trigger
Instant
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Product Updated
Triggers when an Product is updated.
Trigger
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Project Step Updated
Triggers when a project step is updated.
Trigger
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Sprint Updated
Triggers when a Sprint is updated.
Trigger
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Tax Profile Updated
Triggers when an Tax Profile is updated.
Trigger
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- Accounting Code
- Accounting Code description
- Accounting Code percentage tax reclaim.
- Accounting Code class
Action
Write
- Contact First Name
- Contact Last Name
  Required
- Contact Phone
- Contact Mobile Phone
- Contact Email
- Contact Login
- Contact Password
- Contact Login Active
- Contact Enterprise Id
  Required
- Contact Title
- Main Contact of Enterprise
- Contact Profession Id
- Contact Gender
  Required
- Contact Language
  Required
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province/State
- Contact Country
- Contact Notes
Action
Write
- Expense Account Name
  Required
- Expense Account Description
- Expense Account Code
- Expense Account Active
- Expense Account Price
- Expense Account Taxes Profile Id
Action
Write
- InvoicePayment InvoiceId
  Required
- InvoicePayment UserId
  Required
- InvoicePayment Amount
  Required
- InvoicePayment PaymentDate
  Required
- InvoicePayment Description
- InvoicePayment TypeId
  Required
- InvoicePayment BankAccountId
  Required
Action
Write
- Product Name
  Required
- Product Description
- Product Price
  Required
- Product Taxes Profile Id
- Product Code
- Product Number
- Product Active
  Required
- Product SKU
- Product UPC
- Product IsInventoryEnabled
  Required
- Product ResaleActive
  Required
- Product ResaleCode
- Product ResaleMargin
- Product ResalePercentMargin
- Product ResalePriceType
- Product MinStock
- FeeLine Name
- FeeLine Amount
- Fee Percentage
Action
Write
- Step Name
  Required
- Step Description
- Step Administrator Id
- Step Project Id
- Step Start Date
- Step End Date
- Step Completed
- Step Completed Date
- Step Percentage Complete
- Step Budgeted Hours
- Step Budgeted Amount
- Step Default Service Id
- User member Id
  Required
- User member Hours Allocated
Action
Write
- Sprint Name
  Required
- Sprint Description
- Sprint Start Date
  Required
- Sprint End Date
  Required
- Sprint Administrator Id
  Required
- Sprint Active
- Sprint Archive
- Sprint Ressource User Id
  Required
- Sprint Ressource Allocated Percentage
Action
Write
- TaxProfile Description
  Required
- TaxProfile Tax1
  Required
- TaxProfile Tax2
  Required
- TaxProfile Tax1Label
- TaxProfile Tax2Label
- TaxProfile Tax1Number
- TaxProfile Tax2Number
- TaxProfile IsGrossTax2
  Required
- TaxProfile IsDefaultTax
- Tax Profile Is Active
Action
Write
- Accounting Code Id
  Required
Action
Write
- contact Id
  Required
Action
Write
- ExpenseAccount Id
  Required
Action
Write
- Payment Type Id
  Required
Action
Write
- Project Id
  Required
Action
Write
- Service Id
  Required
Action
Write
- Time Entry Id
  Required
Action
Write
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Bank Account bank number
- Bank Account branch number
- Bank Account account number
- Bank Account name
- Bank Account description
- Bank Account currency
- Bank Account credit limit
- Bank Account accounting code
- Bank Account EFT originator number
- Bank Account EFT data processing center number
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Country Name
- Country Code
- Currency Code
- Currency Name
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- EnterpriseActivityCode Code
- EnterpriseActivityCode Description
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Invoice Number
- Invoice EnterpriseId
- Invoice Description
- Invoice InvoiceDate
- Invoice DueDate
- Invoice Status
- Invoice TermsAndConditions
- Invoice Recipient
- Invoice Archived
- Invoice TaxProfileId
- Invoice QtyHeader
- Invoice PayPalInfo
- Invoice PayPalDate
- Invoice AllowPayPal
- Invoice AllowStripe
- Invoice ClientReferenceNumber
- Invoice SignatureDate
- Invoice ContactId
- Invoice CurrencyCode
- Invoice ExchangeRate
- Invoice CancellationDate
- Invoice Template
- Invoice ReplyTo
- Invoice SellerUserId
- Invoice AddressId
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Payment Type name
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- ProfessionCode Code
- ProfessionCode Description
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Search steps by Name
- Search steps by Description
- Search steps by Administrator Id
- Search steps by project Id
- Search steps by start date
- Search steps by end date
- Search steps by completed
- Search steps by completed date
- Search steps by percentage completed
- Search steps by budgeted hours
- Search steps by budgeted amount
- Search steps by default service Id
- Project step Creation Date
- Project step Creation User Id
- Project step Last Modification Date
- Project step Last Modification User Id
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- Sprint Name
- Sprint Description
- Sprint Start Date
- Sprint End Date
- Sprint Administrator Id
- Sprint Active
- Sprint Archive
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- TaxProfile Description
- TaxProfile Tax1
- TaxProfile Tax2
- TaxProfile Tax1Label
- TaxProfile Tax2Label
- TaxProfile Tax1Number
- TaxProfile Tax2Number
- TaxProfile IsGrossTax2
- TaxProfile IsDefaultTax
- Tax Profile Is Active
Action
Search
- Search page index. Default is 0.
- Search page size. Default is 20, limit is 500.
- Search sort order property names. Seperated by a comma when multiple values.
- Search is in ascending order. Default is true.
- User FullName
- User Email
- User Language
Action
Search
- Bank Account Id
  Required
Action
Search
- contact Id
  Required
Action
Search
- Enterprise Id
  Required
Action
Search
- ExpenseAccount Id
  Required
Action
Search
- InvoicePayment Id
  Required
Action
Search
- Product Id
  Required
Action
Search
- Project Id
  Required
Action
Search
- Service Id
  Required
Action
Search
- Task Id
  Required
Action
Search
- Time Entry Id
  Required
Action
Search
- Accounting Code Id
  Required
- Accounting Code
- Accounting Code description
- Accounting Code percentage tax reclaim.
- Accounting Code class
Action
Search
- Contact Id
  Required
- Contact First Name
- Contact Last Name
  Required
- Contact Phone
- Contact Mobile Phone
- Contact Email
- Contact Login
- Contact LoginActive
- Contact EnterpriseId
  Required
- contact Title
- Main Contact of Enterprise
- Contact Profession Id
- Contact Gender
  Required
- Contact Language
  Required
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province/State
- Contact Country
- Contact Notes
Action
Search
- ExpenseAccount Id
  Required
- ExpenseAccount Name
  Required
- ExpenseAccount Description
- ExpenseAccount Code
- ExpenseAccount Active
- ExpenseAccount Price
- Expense Account Taxes Profile Id
Action
Search
- InvoicePayment Id
  Required
- InvoicePayment Number
  Required
- InvoicePayment InvoiceId
  Required
- InvoicePayment UserId
  Required
- InvoicePayment Amount
  Required
- InvoicePayment PaymentDate
  Required
- InvoicePayment Description
- InvoicePayment TypeId
  Required
- InvoicePayment BankAccountId
  Required
Action
Search
- Product Id
  Required
- Product Name
  Required
- Product Description
- Product Price
  Required
- Product Taxes Profile Id
- Product Code
- Product Number
- Product Active
  Required
- Product SKU
- Product UPC
- Product IsInventoryEnabled
  Required
- Product ResaleActive
  Required
- Product ResaleCode
- Product ResaleMargin
- Product ResalePercentMargin
- Product ResalePriceType
- Product MinStock
- FeeLine Name
- FeeLine Amount
- FeeLine Percentage
Action
Search
- Step Name
  Required
- Step Description
- Step Administrator Id
- Step Project Id
- Step Start Date
- Step End Date
- Step Completed
- Step Completed Date
- Step Percentage Complete
- Step Budgeted Hours
- Step Budgeted Amount
- Step Default Service Id
- User member Id
  Required
- User member Hours Allocated
Action
Search
- Sprint Id
  Required
- Sprint Name
  Required
- Sprint Description
- Sprint Start Date
  Required
- Sprint End Date
  Required
- Sprint Administrator Id
  Required
- Sprint Active
- Sprint Archive
- Sprint Ressource User Id
- Sprint Ressource Allocated Percentage
Action
Search
- TaxProfile Id
  Required
- TaxProfile Description
- TaxProfile Tax1
  Required
- TaxProfile Tax2
  Required
- TaxProfile Tax1Label
- TaxProfile Tax2Label
- TaxProfile Tax1Number
- TaxProfile Tax2Number
- TaxProfile IsGrossTax2
  Required
- TaxProfile IsDefaultTax
- Tax Profile Is Active
Action
Search
- Organisation
  Required
- Project
  Required
- Table
  Required
Trigger
Instant
Try It
Create Record in a Table
Creates a new Record with specified Attributes and values in the given Table
Action
Write
- Create if not exists
Action
Write

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Connect Kiwili and Lumeer 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.

Provide world-class support with a little help from automation

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.

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

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.

Resolve incidents faster with automation

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.

Make work flow with AI

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

Learn about AI automation

About Kiwili

ERP & online account management software for your small business

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Related categories

Project Management

About Lumeer

Lumeer gives you a super easy visual project management so that all the team members are on the same page and the communication is streamlined like never before.