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Create Account Transaction

Creates a new account transaction, probably with input from previous steps. Most commonly used to add Accounts Receivable or Payable from other systems. Please look at our helo section on our website for more information on using the Zapier actions.

Create Calendar Event

Creates a new calendar event.

Client erstellen

Create a new client, probably with input from previous steps.

Rechnung erstellen

Creates a new customer invoice. The invoice can include existing product and service IDs from the catalog or new line items or a combination of both. Delimited line items represent the number of products or services being included in the invoice. All provided line items must have values of equal length. For example with three new products you need three names, three prices, and three quantities if provided. Otherwise, the invoice creation will fail.

Produkt erstellen

Creates a new product, with input from previous steps.

Create Service

Creates a new service, with input from previous steps.

Kreditor anlegen

Creates a new vendor, probably with input from previous steps.

Find an Invoice

Search for an invoice