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Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from QuickBooks Online.
Add your action
An action happens after the trigger—such as "Add a Task Set to an Assessment" in Security Reporter.
You’re connected!
Zapier seamlessly connects QuickBooks Online and Security Reporter, automating your workflow.
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 Account
Triggers when you add a new account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Emailed
Triggers when an estimate is emailed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Emailed
Triggers when an invoice is emailed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Bill Payment
Triggers when a new bill paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deposit
Triggers when a there is a new deposit.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Paid Invoice
Triggers when the balance of an invoice becomes zero.
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 Time Entry
Triggers when a new time entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Supplier Credit
Triggers when a new supplier credit is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Credit Memo
Triggers when a credit memo is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Estimate
Triggers when an existed estimate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Vendor
Triggers when a new vendor is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - VendorRequired
- Bill Number
- Line_item
- Line_description
- AmountRequired
- Qty
- Unit Price
- Line_class
- AP Account
- Customer
- Due_date
- Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Global_tax_calculation
- Product/Service
- Description
- Qty
- Rate
- AmountRequired
- Billable?
- Customer
- Line_class
- Tax_code
- AP Account
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primary Email Address
- Given NameRequired
- Family NameRequired
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Display_name
- Title
- First Name
- Middle name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payee_typeRequired
- Payment_typeRequired
- Bank/Credit AccountRequired
- Payment Date
- Payment_method
- Reference Number
- Print Later?
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Memo
- Tax_code
- Total_tax
- Tax_calculation
- Department
- Location
- Currency
- Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Journal Date
- Journal_number
- Auto Generate Journal Entry Number
- AccountRequired
- Debit_amountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- AccountRequired
- Credit_amountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange_rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line_amountRequired
- Service_date
- Line_description
- Product/Service
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Line_item_class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Sales Receipt Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Currency
- Exchange_rate
- Class
- Tax_code
- Total_tax
- Tax_calculation
- Shipping_tax
- Shipping Cost
- Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Purchase Order Status
- Mailing_address
- Shipping_address
- Purchase Order Date
- Ship Via
- Purchase Order Number
- PO Email
- Account
- Description
- Amount
- Customer
- Class
- Product/ServiceRequired
- Description
- QuantityRequired
- Rate
- AmountRequired
- Customer
- Class
- Your Message to Vendor
- Memo
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.- Sales_receiptRequired
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Bill IDRequired
- Vendor
- AP Account
- Transaction Date
- Due Date
- Line ID
- Amount
- Description
- Account
- Customer
- Class
- Tax Code
- Billable Status
- Currency
- Exchange Rate
- Private Note
- Global Tax Calculation
- Total Amount
- Sales Terms
- Department
- Document Number
- Include in Annual TPAR
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IDRequired
- Customer
- Transaction Date
- Shipping Date
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Tax Code
- Discount Percent
- Print Status
- Email Status
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Document Number
- Accepted By
- Accepted Date
- Exchange Rate
- Department
- Apply Tax After Discount
- Private Note
- Customer Memo
- Expiration Date
- Transaction Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ItemRequired
- Name
- Type
- SKU
- Sales Tax Included
- Sales Tax Code
- Class
- Source
- Purchase Tax Included
- Description
- Sub Item
- Taxable
- Purchase Description
- Active
- Purchase Cost
- Unit Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Receipt IDRequired
- Customer
- Transaction Date
- Shipping Date
- Info
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Discount Percent
- Total Amount
- Print Status
- Email Status
- Payment Reference Number
- Deposit To Account
- Payment Method
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Tracking Number
- Class
- Department
- Private Note
- Customer Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Company__name
- Vendor__1099
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- ID
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- ID
- Display Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Product Name
- SKU
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- Info
- Product Name
- SKU
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Full NameRequired
- Display_name
- Title
- First Name
- Middle name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
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 ByRequired
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line_amountRequired
- Service_date
- Line_description
- Product/Service
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Line_item_class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Sales Receipt Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Currency
- Exchange_rate
- Class
- Tax_code
- Total_tax
- Tax_calculation
- Shipping_tax
- Shipping Cost
- Department
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- Full NameRequired
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Company__name
- Vendor__1099
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- Filter fields
- Sort
- Include
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Filter fields
- Sort
- Include
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Filter fields
- Sort
- Include
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Assessment idRequired
- Task set idRequired
- Assigned usersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment idRequired
- TitleRequired
- Assessment section idRequired
- Is vulnerabilityRequired
- Tool findings
- Severity metrics
- Severity
- Draft documents
- Review statusRequired
- Is publishedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment idRequired
- Finding template idRequired
- Language id
- Assessment section idRequired
- TargetsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Finding retest inquiry idRequired
- BodyRequired
- Draft documents
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primary language id
- TitleRequired
- Tags
- Is vulnerabilityRequired
- Severity metrics all
- Severity
- Classifications
- Priority
- Complexity
- Action
- DescriptionRequired
- Risk
- Recommendation
- Proof
- References
- Draft documents
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment idRequired
- BodyRequired
- Is private
- Draft documents
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment idRequired
- User idRequired
- TypeRequired
- Roles
- Receives notifications
- Auto assignments
- Expires on
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment idRequired
- Tool target id
- Description
- Description url
- Target typeRequired
- Business impact
- Name
- Name url
- Ip information
- Details
- Credentials
- Draft documents
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First nameRequired
- Last nameRequired
- Prefix
- Suffix
- EmailRequired
- Phone
- Mobile
- Job title
- Location
- Linkedin
- Clients
- Roles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment idRequired
- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Include
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Include
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Include
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Include
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Include
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Include
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Include
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment idRequired
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Local short id
- Description
- Website
- Managers
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Body
- Is private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Language id
- Primary language id
- Title
- Tags
- Is vulnerability
- Severity metrics all
- Severity
- Classifications
- Priority
- Complexity
- Action
- Description
- Risk
- Recommendation
- Proof
- References
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Body
- Is private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Description
- Can have findings
- Finding is required
- Report section visibility
- Is visible in assessment overview
- Text editable with permission
- Force page break after section
- Management report section visibility
- Report heading
- Review status
- Is published
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment idRequired
- IdRequired
- Type
- Roles
- Receives notifications
- Auto assignments
- Expires on
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Deadline type
- Deadline
- Weight
- Data
- Completed
- Users
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Target confirmed
- In scope
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Color
- Users
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment idRequired
- NameRequired
- File nameRequired
- FileRequired
- ToolRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Filter fields
- Sort
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
- Client idRequired
- Assessment template idRequired
- Language id
- TitleRequired
- Tags
- Description
- Scoring system
- Theme id
- Finding layout 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- Filter fields
- Sort
- Include
- Finding retest inquiry idRequired
- BodyRequired
- Draft documents
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- Filter fields
- Sort
- Include
- Primary language id
- TitleRequired
- Tags
- Is vulnerabilityRequired
- Severity metrics all
- Severity
- Classifications
- Priority
- Complexity
- Action
- DescriptionRequired
- Risk
- Recommendation
- Proof
- References
- Draft documents
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- Filter fields
- Sort
- Include
- Assessment idRequired
- DataRequired
- Deadline typeRequired
- Deadline
- WeightRequired
- Users
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- Filter fields
- Sort
- Include
- First nameRequired
- Last nameRequired
- Prefix
- Suffix
- EmailRequired
- Phone
- Mobile
- Job title
- Location
- Linkedin
- Clients
- Roles
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
- New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when you add a new customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Estimate
Triggers when you add a new estimate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Credit Memo
Triggers when a new credit memo is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Journal Entry
Triggers when a new journal entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund Receipt
Triggers when there is a new refund receipt.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment
Triggers when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Sales Receipt
Triggers when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Bill
Triggers when a bill is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Customer
Triggers when an existing customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Attachment TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Currency
- Exchange Rate
- Global_tax_calculation
- Description
- AmountRequired
- Billable?
- Customer
- Class
- AccountRequired
- Tax_code
- AP Account
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deposit To AccountRequired
- Transaction Date
- Private Note
- Currency
- Exchange Rate
- Global Tax Calculation
- Department
- Transaction Source
- Transaction Location Type
- AmountRequired
- AccountRequired
- Payment Method
- Description
- Transaction Type
- Entity
- Class
- Check Number
- Tax Code
- Tax Applicable On
- Cash Back Account
- Cash Back Amount
- Cash Back Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Email
- Send Later?
- Billing_address
- Credit_memo_date
- Credit_memo_number
- Auto Generate Credit Memo Number
- Class
- AmountRequired
- Service_date
- Product/Service
- Description
- Quantity
- Rate
- Tax
- Class
- Message_displayed_on_credit_memo
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Sales Tax Rate
- Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Number
- Line_amountRequired
- Line_description
- Line Item/Product
- Line Item Quantity
- Line_item_tax_code
- Line Item Service Date
- Rate
- Tax_calculation
- Transaction Date
- Expiration_date
- Ship Date
- Message displayed on estimate
- Billing_address
- Billing Address City
- Billing Address Country
- Billing Address Postal Code
- Billing Address State/Province
- Shipping_address
- Shipping Address City
- Shipping Address Country
- Shipping Address Postal Code
- Shipping Address State/Province
- Shipping amount
- Bill Email
- Send later
- Discount_value
- Discount_percent
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Private Note
- Transaction Status
- Apply Tax After Discount
- Print Status
- Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- NameRequired
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- SKU
- Category
- Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- CustomerRequired
- Email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Invoice Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Invoice Number
- Auto Generate Invoice Number
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- Helptext_line_amount
- Amount
- Tax
- Class
- Add Bundle Item to invoice?
- Message Displayed on Invoice
- Message Displayed on Statement
- Project ID
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping
- Deposit
- Deposit To Account
- Class
- Department
- Location
- Currency
- Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Total AmountRequired
- Unapplied Amount
- Transaction Date
- Payment_method
- Payment Reference Number
- Deposit To Account
- Line_amount
- Line Linked Invoice
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Refund_fromRequired
- Customer
- Email
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment_method
- Check_number
- Print Later?
- Product/ServiceRequired
- AmountRequired
- Service_date
- Description
- Quantity
- Rate
- Tax
- Class
- Message_displayed_on_refund_receipt
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Sales Tax Rate
- Shipping
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- InvoiceRequired
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Company
- Email
- Title
- First name
- Middle name
- Last name
- Suffix
- Display name as
- Phone
- Mobile
- Fax
- Other
- Website
- Print_on_check_as
- Notes
- Billing Address - Street
- Billing Address - City/Town
- Billing Address - State/Province
- Billing Address - ZIP code
- Billing Address - Country
- Shipping Address - Street
- Shipping Address - City/Town
- Shipping Address - State/Province
- Shipping Address - ZIP code
- Shipping Address - Country
- Exemption_details
- Job/Parent Customer
- Active
- Customer_type
- Preferred_payment_method
- Taxable
- Tax_code
- Tax Registration Number
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- Customer
- Email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Invoice Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Invoice Number
- Auto Generate Invoice Number
- Service_date
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Tax
- Class
- Message Displayed on Invoice
- Message Displayed on Statement
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping
- Deposit
- Class
- Department
- Location
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase IDRequired
- Vendor/Customer/Employee
- Payment TypeRequired
- Account
- Transaction Date
- Payment Method
- Document Number
- Private Note
- Total Amount
- Department
- Transaction Location Type
- Currency
- Exchange Rate
- Global Tax Calculation
- Tax Code
- Total Tax
- Line Item Detail TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select VendorRequired
- Title
- Given Name
- Middle Name
- Suffix
- Family Name
- Primary Email Address
- Display Name
- Fax number
- Business Number
- Currency Code
- Currency Name
- Mobile Phone Number
- Primary Phone Number
- Alternate Phone Number
- Active
- Vendor 1099
- Cost Rate
- Billing Rate
- Web Address
- Company Name
- Tax Identifier
- Account Number
- Print On Check Name
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__country
- Address__zip_code
- Balance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Transaction Date
- Document Number
- Currency
- Exchange Rate
- Location
- Department
- Tax Calculation
- Memo
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
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.- TypeRequired
- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Estimate Id
- Doc Number
- Customer Name
- Transaction Date
- Total Amount
ActionThis is an event a Zap performs.SearchFind existing data in your app- WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Purchase ID
- Document Number
- Vendor ID
- Vendor Name
- Transaction Date
- Total Amount
- Payment Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Invoice Number
- Invoice ID
- Invoice Date
- Due Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- ID
- Display Name
- Primary Email Address
- Given NameRequired
- Family NameRequired
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
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- Info
- Product NameRequired
- SKU
- TypeRequired
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- Category
- Is Taxable?
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- Filter fields
- Sort
- Include
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Filter fields
- Sort
- Include
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Filter fields
- Sort
- Include
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NameRequired
- Local short id
- DescriptionRequired
- Website
- Managers
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Finding idRequired
- BodyRequired
- Is private
- Draft documents
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Finding idRequired
- StatusRequired
- BodyRequired
- Resolved targets
- Severity
- Review statusRequired
- Is publishedRequired
- Severity metrics
- Draft documents
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Finding idRequired
- BodyRequired
- Draft documents
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client idRequired
- Assessment template idRequired
- Language id
- TitleRequired
- Tags
- Description
- Scoring system
- Theme id
- Finding layout id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment section idRequired
- BodyRequired
- Is privateRequired
- Draft documents
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Model typeRequired
- Model idRequired
- ReactionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment idRequired
- DataRequired
- Deadline typeRequired
- Deadline
- WeightRequired
- Users
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client idRequired
- NameRequired
- Color
- Users
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment idRequired
- 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
- Include
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
- Include
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Include
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Include
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assessment idRequired
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Include
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Title
- Assessment section id
- Is vulnerability
- Status
- Resolved targets
- Review status
- Is published
- Severity metrics
- Draft documents
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Status
- Body
- Resolved targets
- Severity
- Review status
- Is published
- Severity metrics
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Assessment template id
- Assessment template name
- Client id
- Language id
- Theme id
- Finding layout id
- Status
- On hold
- Classifications
- Scoring system
- Title
- Tags
- Description
- Internal details
- Total research hours
- Show targets
- Show results
- Auto generate pdf
- Auto generate management pdf
- Management report available
- Show report toc
- Show management report toc
- Enable retest requests
- Allow retests without inquiries
- Researcher research hours
- Researcher briefing
- Researcher account details
- Schedule color
- Custom short id
- Client user groups
- Restrict findings to resolvers
- Researchers on report
- Shared information
- Results table options
- Short id
- Local short id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Research start date
- Research deadline
- Review start date
- Review deadline
- Delivery date
- Researchers
- Reviewers
- Visible on report
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Body
- Is private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Description
- Description url
- Target type
- Business impact
- Name
- Name url
- Ip information
- Details
- Credentials
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Import status
- Comment
- Finding id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- First name
- Last name
- Prefix
- Suffix
- Email
- Status
- Phone
- Mobile
- Job title
- Location
- Linkedin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Documentable typeRequired
- Documentable id
- SectionRequired
- File nameRequired
- FileRequired
- Caption
- Language id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter fields
- Sort
- Include
- NameRequired
- Local short id
- DescriptionRequired
- Website
- Managers
- Tags
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- Filter fields
- Sort
- Include
- Assessment idRequired
- Finding template idRequired
- Language id
- Assessment section idRequired
- TargetsRequired
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- Filter fields
- Sort
- Include
- Assessment idRequired
- Tool target id
- Description
- Description url
- Target typeRequired
- Business impact
- Name
- Name url
- Ip information
- Details
- Credentials
- Draft documents
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- Filter fields
- Sort
- Include
- Client idRequired
- NameRequired
- Color
- Users
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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Connect QuickBooks Online and Security Reporter 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.
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