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Choose a trigger
A trigger is the event that starts your Zap—like a "Check Transaction Updated (Choose Fields) " from BQE CORE.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects BQE CORE and Pipedrive, 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.
- Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Employee Updated - Terminated Status
Triggers when an Employee is terminated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Entry Updated - Approved Status
Triggers when an expense entry is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select Custom FieldRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select ModuleRequired
- Work Flow Action
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DateRequired
- Account IDRequired
- Payee
- Number
- Amount
- Use Integration ID
- Pay AmountRequired
- Discount Account
- Credit
- Discount
- PayeeRequired
- Vendor Bill NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Display NameRequired
- Client Manager
- Payment Terms
- Main Expense Tax
- Main Service Tax
- Memo
- Use Integration ID
- Street 1
- Street 2
- City
- State
- Country
- ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Company
- First Name
- Last Name
- Department
- Title
- PrimaryContact
- Use Integration ID
- Title
- Street1
- Street 2
- City
- State
- Country
- ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AccountRequired
- DateRequired
- Use Integration ID
- AccountRequired
- AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense CodeRequired
- DescriptionRequired
- Expense Sub Code
- Item is Billable?
- Item is Reimbursable?
- Cost Rate
- Memo
- Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- Reference Number
- Use Integration ID
- AccountRequired
- AmountRequired
- Is Debit entry?
- Class
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- DescriptionRequired
- Master EntityRequired
- Note CategoryRequired
- Note StatusRequired
- Use Integration ID
- Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
- Project CodeRequired
- Project NameRequired
- ClientRequired
- Project ManagerRequired
- Project TypeRequired
- Main Service Tax
- Main Expense Tax
- Start Date
- Project Due Date
- Expense Account
- Income Account
- Currency
- Memo
- Project Originator
- Use Integration ID
- Street 1
- Street 2
- City
- State
- Country
- ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned ToRequired
- DescriptionRequired
- Start Date
- End Date
- Memo
- Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- Bill NumberRequired
- VendorRequired
- Reference Number
- Use Integration ID
- Project
- Item
- Description
- Units/Hrs
- Cost Rate
- Bill Rate
- Markup
- Purchase Tax
- Is Billable?
- Memo
- Item Type
- AccountID
- Expense Amount
- Class
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID
- Name
- First Name
- Last Name
- Bill Rate
- Cost Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Project ID
- Project Name
- Contract Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Start Date
- End Date
- % Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
- DateRequired
- Account IDRequired
- Payee
- Number
- Amount
- Use Integration ID
- Pay AmountRequired
- Discount Account
- Credit
- Discount
- PayeeRequired
- Vendor Bill NumberRequired
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 ValueRequired
- DateRequired
- Account IDRequired
- Number
- Use Integration ID
- PayeeRequired
- Line Item
- Item Type
- Project
- Rate
- Units
- AccountID
- Expense Amount
- Class
- Memo
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 ValueRequired
- Account NumberRequired
- Account NameRequired
- Description
- Is Active?
- Use Integration 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- Search ValueRequired
- AccountRequired
- DateRequired
- Use Integration ID
- AccountRequired
- AmountRequired
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 ValueRequired
- Expense CodeRequired
- DescriptionRequired
- Expense Sub Code
- Item is Billable?
- Item is Reimbursable?
- Cost Rate
- Memo
- Use Integration 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- Search ValueRequired
- DateRequired
- Invoice NumberRequired
- Invoice AmountRequired
- ProjectRequired
- Client
- Due Date
- Is Draft?
- Main Service Tax
- Main Expense Tax
- Late Fee
- Use Integration ID
- Item
- DescriptionRequired
- UnitsRequired
- RateRequired
- Amount
- Is Expense?
- Tax%
- Charge Amount
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 ValueRequired
- DateRequired
- DescriptionRequired
- Master EntityRequired
- Note CategoryRequired
- Note StatusRequired
- Use Integration ID
- Created By
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 ValueRequired
- DateRequired
- ResourceRequired
- ProjectRequired
- ActivityRequired
- DescriptionRequired
- HoursRequired
- Client Hours
- Is Billable?
- Cost Rate
- Bill Rate
- Compensation Time
- Extra
- Tax1
- Tax2
- Tax3
- Memo
- Use Integration 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- Search ValueRequired
- First NameRequired
- Last NameRequired
- Display NameRequired
- Company Name
- 1099 Compliant
- Memo
- Use Integration ID
- Title
- Street 1
- Street 2
- City
- State
- Country
- ZIP
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- Copy
- FilterRequired
- Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Filter ID
- Status
- Board ID
- Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- PersonRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IdRequired
- Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FollowerRequired
- Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Project
- Pin note to organization
- Lead
- Pin note to lead
- Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Deal IDRequired
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization to UpdateRequired
- Organization Name
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- ProductRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Title
- Project
- Description
- Done
- Due Date
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
- Activity Type
- Created After
- Due Date After
- Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search By
- Search TermRequired
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search By
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select Custom FieldRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Project Updated – Completed Status
Triggers when a Project is marked as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Time Entry Updated - Approved Status
Triggers when a Time entry is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Select Custom FieldRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- To-Do Updated - Completed Status
Triggers when a Todo is marked completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Activity CodeRequired
- Activity DescriptionRequired
- Activity Sub Code
- Item is Billable?
- Cost Rate
- Bill Rate
- Status
- Tax1
- Tax2
- Memo
- Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- Account IDRequired
- Number
- Use Integration ID
- PayeeRequired
- Line Item
- Item Type
- Project
- Rate
- Units
- AccountID
- Expense Amount
- Class
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account NumberRequired
- Account NameRequired
- Description
- Is Active?
- Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- Account IDRequired
- AmountRequired
- PayeeRequired
- Use Integration ID
- Item ID
- Type
- Project ID
- Rate
- Units
- AccountID
- Expense Amount
- Class
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- Display NameRequired
- Cost RateRequired
- Bill RateRequired
- Gender
- Memo
- Use Integration ID
- Title
- Street 1
- Street 2
- City
- State
- Country
- ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- ResourceRequired
- ProjectRequired
- ExpenseRequired
- DescriptionRequired
- Units
- Is Billable?
- Cost Rate
- Extra
- Markup
- Reimbursable
- Tax1
- Tax2
- Tax3
- Purchase Tax
- Memo
- Charge Amount
- Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- Invoice NumberRequired
- Invoice AmountRequired
- ProjectRequired
- Client
- Due Date
- Is Draft?
- Main Service Tax
- Main Expense Tax
- Late Fee
- Use Integration ID
- Item
- DescriptionRequired
- UnitsRequired
- RateRequired
- Amount
- Is Expense?
- Tax%
- Charge Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- ClientRequired
- AmountRequired
- Project
- Memo
- Reference Number
- Retainer Payment
- Use Integration ID
- Invoice IDRequired
- Line AmountRequired
- Invoice detail
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- ResourceRequired
- ProjectRequired
- ActivityRequired
- DescriptionRequired
- HoursRequired
- Client Hours
- Is Billable?
- Cost Rate
- Bill Rate
- Compensation Time
- Extra
- Tax1
- Tax2
- Tax3
- Memo
- Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- Display NameRequired
- Company Name
- 1099 Compliant
- Memo
- Use Integration ID
- Title
- Street 1
- Street 2
- City
- State
- Country
- ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID
- Name
- Company Name
- Client Manager
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID
- ProjectRequired
- ExpenseRequired
- DescriptionRequired
- ResourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID
- Resource
- Date
- Project
- Activity
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID
- Vendor Name
- First Name
- Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
- Activity CodeRequired
- Activity DescriptionRequired
- Activity Sub Code
- Item is Billable?
- Cost Rate
- Bill Rate
- Status
- Tax1
- Tax2
- Memo
- Use Integration 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- Search ValueRequired
- DateRequired
- ClientRequired
- AmountRequired
- Project
- Memo
- Reference Number
- Retainer Payment
- Use Integration ID
- Invoice IDRequired
- Line AmountRequired
- Invoice detail
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 ValueRequired
- Display NameRequired
- Client Manager
- Payment Terms
- Main Expense Tax
- Main Service Tax
- Memo
- Use Integration ID
- Street 1
- Street 2
- City
- State
- Country
- ZIP
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 ValueRequired
- DateRequired
- Account IDRequired
- AmountRequired
- PayeeRequired
- Use Integration ID
- Item ID
- Type
- Project ID
- Rate
- Units
- AccountID
- Expense Amount
- Class
- Memo
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 ValueRequired
- First NameRequired
- Last NameRequired
- Display NameRequired
- Cost RateRequired
- Bill RateRequired
- Gender
- Memo
- Use Integration ID
- Title
- Street 1
- Street 2
- City
- State
- Country
- ZIP
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 ValueRequired
- DateRequired
- ResourceRequired
- ProjectRequired
- ExpenseRequired
- DescriptionRequired
- Units
- Is Billable?
- Cost Rate
- Extra
- Markup
- Reimbursable
- Tax1
- Tax2
- Tax3
- Purchase Tax
- Memo
- Charge Amount
- Use Integration 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- Search ValueRequired
- DateRequired
- Reference Number
- Use Integration ID
- AccountRequired
- AmountRequired
- Is Debit entry?
- Class
- Memo
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 ValueRequired
- Project ID
- Project CodeRequired
- Project NameRequired
- ClientRequired
- Project ManagerRequired
- Project TypeRequired
- Main Service Tax
- Main Expense Tax
- Start Date
- Project Due Date
- Expense Account
- Income Account
- Currency
- Memo
- Project Originator
- Use Integration ID
- Street 1
- Street 2
- City
- State
- Country
- ZIP
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 ValueRequired
- Assigned ToRequired
- DescriptionRequired
- Start Date
- End Date
- Memo
- Use Integration 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- Search ValueRequired
- DateRequired
- Bill NumberRequired
- VendorRequired
- Reference Number
- Use Integration ID
- Project
- Item
- Description
- Units/Hrs
- Cost Rate
- Bill Rate
- Markup
- Purchase Tax
- Is Billable?
- Memo
- Item Type
- AccountID
- Expense Amount
- Class
- Memo
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 Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Activity Owner
- Organization
- Deal
- Lead
- Project
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization NameRequired
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity to UpdateRequired
- Activity Subject
- Activity Owner
- Organization
- Deal
- Lead
- Project
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Lead Value Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Person to UpdateRequired
- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Activity Type
- Created After
- Due Date After
- Due Date Before
- Organization
- Deal
- Lead
- Project
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Organization NameRequired
- Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search TermRequired
- Exact Match?
- Assignee
- ProjectRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task
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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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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