inFlow Inventory + Pipedrive
Create Pipedrive deals from new or updated inFlow Inventory sales quotes
When a new or updated sales quote surfaces in your inFlow Inventory software, this workflow promptly initiates a 'Create Deal' in your Pipedrive account. This automation offers a seamless way for your sales and inventory teams to stay in sync, helping your business streamline its sales process and improve customer relations. No manual data entry is needed, ensuring an efficient, error-free transfer of information.
When a new or updated sales quote surfaces in your inFlow Inventory software, this workflow promptly initiates a 'Create Deal' in your Pipedrive account. This automation offers a seamless way for your sales and inventory teams to stay in sync, helping your business streamline its sales process and improve customer relations. No manual data entry is needed, ensuring an efficient, error-free transfer of information.
- When this happens...
New or Updated Sales QuoteTriggers when a sales quote is created or updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DealCreates a new deal.
ActionWriteCreate a new record or update an existing record in your app.
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New or Updated Customer
Triggers when a customer is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Sales Quote
Triggers when a sales quote is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Purchase Order
Triggers when a purchase order is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Sales Order
Triggers when a sales order is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Stock Count
Triggers when a stock count is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Stock Transfer
Triggers when a stock transfer is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase order ID
Order number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Address Name
Address 1
Address 2
Address Type
City
State
Postal/ZIP code
Country
Address remarks
Is Default Billing Address
Is Default Shipping Address
Contact Name
Email
Phone
Fax
Website
Remarks
Default location ID
Default carrier
Default payment method
Default payment terms ID
Default sales rep ID
Default sales rep (legacy)
Discount
Taxing scheme ID
Pricing scheme ID
Tax exempt number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Customer ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Name
Address Name
Address 1
Address 2
Address Type
City
State
Postal/ZIP code
Country
Address remarks
Is Default Billing Address
Is Default Shipping Address
Contact Name
Email
Phone
Fax
Website
Remarks
Default location ID
Default carrier
Default payment method
Default payment terms ID
Default sales rep ID
Default sales rep (legacy)
Discount
Taxing scheme ID
Pricing scheme ID
Tax exempt number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Manufacturing Order IdRequired
Assigned To Team Member Id
Completed Date
Due Date
Is Cancelled
Is Completed
Is Prioritized
Location Id
Manufacturing Order Number
Order Date
Pick Lines Description
Pick Lines Location Id
Pick Lines Lot Id
manufacturing Order Id
Pick Lines Product Id
Pick Lines SKU
Pick Lines Name
Pick Lines Serial Numbers
Pick Lines Standard Quantity
Pick Lines UOM
Pick Lines UOM Quantity
Pick Lines Pick Date
Pick Lines Sublocation
Pick Remarks
Primary Finished Product Id
Put Away Remarks
Put Lines Description
Put Lines Location Id
Put Lines Lot Id
Put Lines Product Id
Put Lines SKU
Put Lines Name
Put Lines Serial Numbers
Put Lines Standard Quantity
Put Lines UOM
Put Lines UOM Quantity
Put Lines Sublocation
Remarks
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IDRequired
Document Type
Custom Document ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
SKU
Product ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Vendor IdRequired
Amount Paid
Approver Team Member Id
Assigned To Team Member Id
Balance
Calculate Tax 2 on Tax 1
Carrier
Contact Name
Currency Id
Due Date
Email
Exchange Rate
Exchange Rate Auto Pulled
Freight
Inventory Status
Is Cancelled
Is Completed
Is Quote
Is Tax Inclusive
Lines Description
Discount Is Percent
Discount Value
Lines Product Id
Lines Product Name
Lines Product SKU
Lines Serial Numbers
Lines Standard Quantity
Lines UOM
Lines UOM Quantity
Return Date
Service Completed
Lines Sub Total
Lines Tax 1 Rate
Lines Tax 2 Rate
Lines Tax Code Id
Lines Unit Price
Vendor Item Code
Location Id
Non Vendor Cost Is Percent
Non Vendor Cost Value
Order Date
Order Number
Order Remarks
Payment Lines Amount
Payment Lines Date Paid
Payment Lines Payment Method
Payment Lines Payment Type
Purchase Order Payment History Line Id
Payment Lines Reference Number
Payment Lines Remarks
Payment Status
Payment Terms Id
Phone
Receive Lines Description
Receive Lines Location Id
Receive Lines Product Id
Receive Lines Product Name
Receive Lines Product SKU
Receive Lines Serial Numbers
Receive Lines Standard Quantity
Receive Lines UOM
Receive Lines UOM Quantity
Receive Lines Receive Date
Receive Lines Sublocation
Vendor Item Code
Receive Remarks
Request Ship Date
Return Extra
Return Fee
Return Remarks
Ship To Address 1
Ship To Address 2
Ship To Address Type
Ship To City
Ship To State
Ship To Postal Code
Ship To Country
Ship To Company Name
Show Shipping
Sub Total
Tax 1
Tax 1 Name
Tax 1 On Shipping
Tax 1 Rate
Tax 2 Name
Tax 2 On Shipping
Tax 2 Rate
Taxing Scheme Id
Total
Unstock Lines Description
Unstock Lines Location Id
Unstock Lines Product Id
Unstock Lines Product Name
Unstock Lines Product SKU
Unstock Lines Serial Numbers
Unstock Lines Standard Quantity
Unstock Lines UOM
Unstock Lines UOM Quantity
Unstock Lines Sublocation
Unstock Date
Vendor Item Code
Unstock Remarks
Vendor Address 1
Vendor Address 2
Vendor City
Vendor State
Vendor Postal Code
Vendor Country
Vendor Name
Vendor Order Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IdRequired
Amount Paid
Assigned To Team Member Id
Balance
Billing Address 1
Billing Address 2
Billing Address Type
Billing City
Billing State
Billing Postal Code
Billing Country
Billing Remarks
Calculate Tax 2 on Tax 1
Confirm Team Member Id
Contact Name
Sales Order Cost of Goods Sold Id
Currency Id
Due Date
Email
Exchange Rate
Exchange Rate Auto Pulled
External Id
Invoiced Date
Is Cancelled
Is Completed
Is Invoiced
Is Prioritized
Is Quote
Is Tax Inclusive
Lines Description
Discount Is Percent
Discount Value
Is Discarded
Lines Product Id
Lines Product Sku
Lines Product Name
Lines Serial Numbers
Lines Standard Quantity
Lines UOM
Lines UOM Quantity
Return Date
Service Completed
Lines Sub Total
Lines Tax 1 Rate
Lines Tax 2 Rate
Lines Tax Code Id
Lines Unit Price
Location Id
Needs Confirmation
Non Customer Cost Is Percent
Non Customer Cost Value
Order Date
Order Freight
Order Number
Order Remarks
Container Number
Pack Lines Description
Pack Lines Product Id
Pack Lines Product Sku
Pack Lines Product Name
Pack Lines Serial Numbers
Pack Lines Standard Quantity
Pack Lines UOM
Pack Lines UOM Quantity
Pack Remarks
Payment Lines Amount
Payment Lines Date Paid
Payment Lines Line Num
Payment Lines Payment Method
Payment Lines Payment Type
Payment Lines Reference Number
Payment Lines Remarks
Payment Terms Id
Phone
Pick Lines Description
Pick Lines Location Id
Pick Lines Pick Date
Pick Lines Product Id
Pick Lines Product Sku
Pick Lines Product Name
Pick Lines Serial Numbers
Pick Lines Standard Quantity
Pick Lines UOM
Pick Lines UOM Quantity
Pick Lines Sublocation
Pick Remarks
PO Number
Pricing Scheme Id
Requested Ship Date
Restock Lines Description
Restock Lines Location Id
Restock Lines Product Id
Restock Lines Product Sku
Restock Lines Product Name
Restock Lines Serial Numbers
Restock Lines Standard Quantity
Restock Lines UOM
Restock Lines Uom Quantity
Restock Lines Restock Date
Restock Lines Sublocation
Restock Remarks
Return Fee
Return Freight
Return Remarks
Sales Rep
Sales Rep Team Member Id
Same Billing and Shipping
Ship Lines Carrier
Ship Lines Containers
Ship Lines EasyPost Confirmation Email Address
Ship Lines EasyPost Shipping Id
Ship Lines EasyPost Shipment Status
Ship Lines Shipped Date
Ship Lines Tracking Number
Ship Remarks
Ship To Company Name
Shipping Address 1
Shipping Address 2
Address Type
Shipping City
Shipping State
Shipping Postal Code
Shipping Country
Shipping Remarks
Show Shipping
Source
Sub Total
Tax 1
Tax 1 Name
Tax 1 On Shipping
Tax 1 Rate
Tax 2 Name
Tax 2 On Shipping
Tax 2 Rate
Taxing Scheme Id
Total
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stock Adjustment IDRequired
Document TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Document Type
Custom Document ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stockroom Scan IDRequired
Location IDRequired
Stockroom Scan Number
Remarks
Date
Is Cancelled
Product ID
Lines Product Name
Lines Product SKU
Lines Serial Numbers
Lines Standard Quantity
Lines UOM
Lines UOM Quantity
Sublocation
Stockroom User ID
Stockroom User Name
Location Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stock Adjustment IDRequired
Adjustment Number
Adjustment Reason ID
Date
Is Cancelled?
Description
Lot ID
Product ID
Product Name
Product SKU
Serial Numbers
Standard Quantity
UOM
UOM Quantity
Sublocation
Location ID
Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stock Count IDRequired
Assigned To Team Member ID
Completed Date
Is Cancelled
Is Completed
Description
Product ID
Product Name
Product SKU
Sublocation
Remarks
Sheet Number
Started Date
Stock Count Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stock Count IDRequired
Assigned To Team Member ID
Completed Date
Is Cancelled
Is Completed
Is Prepared
Is Reviewed
Is Started
Location ID
Remarks
Started Date
Stock Count Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stock Transfer IDRequired
Assigned To Team Member ID
From Location ID
Is Cancelled
Description
From Sublocation
Lot ID
Product ID
Product Name
Product SKU
Serial Numbers
Standard Quantity
UOM
UOM Quantity
To Sublocation
Received Date
Remarks
Sent Date
Status
To Location ID
Transfer Date
Transfer Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Address Name
Address 1
Address 2
Address Type
City
State
Postal/ZIP code
Country
Address remarks
Is Default Address
Contact Name
Currency ID
Default Carrier
Default Payment Method
Default Payment Terms ID
Discount
Email
Fax
Is Active
Is Tax Inclusive Pricing
Lead Time Days
Phone
Remarks
Taxing Scheme ID
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Vendor ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Vendor IDRequired
Address Name
Address 1
Address 2
Address Type
City
State
Postal/ZIP code
Country
Address remarks
Is Default Address
Contact Name
Currency ID
Default Carrier
Default Payment Method
Default Payment Terms ID
Discount
Email
Fax
Is Active
Is Tax Inclusive Pricing
Lead Time Days
Name
Phone
Remarks
Taxing Scheme ID
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCount Sheet ID
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your appManufacturing Order Id
Manufacturing Order Number
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStock Adjustment Id
Stock Adjustment Number
ActionThis is an event a Zap performs.SearchFind existing data in your appSales Order ID
Sales Order Number
ActionThis is an event a Zap performs.SearchFind existing data in your appStockroom Scan Id
Stockroom Scan Number
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
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 planNew 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 planFilter 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 appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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 foundSearch 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 foundSearch 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
New or Updated Manufacturing Order
Triggers when a manufacturing order is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Product
Triggers when a product is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Purchase Quote
Triggers when a purchase quote is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Stock Adjustment
Triggers when a stock adjustment is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Stockroom Scan
Triggers when a stockroom scan is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Vendor
Triggers when a vendor is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales order ID
Order number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Document TypeRequired
Start Date
End Date
Currency ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To Team Member Id
Completed Date
Due Date
Is Cancelled
Is Completed
Is Prioritized
Lines Description
Parent Manufacturing Order Line Id
Lines Product Id
Lines Product Name
Lines Product SKU
manufacturing Order Line Id
Lines Serial Numbers
Lines Standard Quantity
Lines UOM
Lines UOM Quantity
Location Id
Manufacturing Order Number
Order Date
Pick Lines Description
Pick Lines Location Id
Pick Lines Lot Id
manufacturing Order Id
Pick Lines Product Id
Pick Lines Product Name
Pick Lines Product SKU
Pick Lines Serial Numbers
Pick Lines Standard Quantity
Pick Lines UOM
Pick Lines UOM Quantity
Pick Lines Pick Date
Pick Lines Sublocation
Pick Remarks
Primary Finished Product Id
Put Away Remarks
Put Lines Description
Put Lines Location Id
Put Lines Lot Id
Put Lines Product Id
Put Lines Product Name
Put Lines Product SKU
Put Lines Serial Numbers
Put Lines Standard Quantity
Put Lines UOM
Put Lines UOM Quantity
Put Lines Sublocation
Remarks
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Manufacturing Order IDRequired
Document TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Auto Assemble
Category ID
Description
Height
HS Tariff Number
Large URL
Medium Uncropped URL
Medium URL
Original URL
Small URL
Thumb URL
Is Default
Include Quantity Buildable
Is Active
Is Manufacturable
Child Product ID
Child Product Name
Child Product SKU
Standard Quantity
UOM
UOM Quantity
Item Type
Last Vendor ID
Length
Origin Country
Fixed Markup
Price Type
Pricing Scheme ID
Unit Price
Purchasing Conversion Standard Quantity
Purchasing Conversion Uom Quantity
Purchasing UoM Name
Remarks
Default Sublocation
Enable Reordering
Reorder From Location ID
Reorder Location ID
Reorder Method
Reorder Point
Reorder Quantity
Reorder Vendor ID
Sales Conversion Standard Quantity
Sales Conversion Uom Quantity
Sales UOM Name
SKU
Standard UOM Name
Tax Code Id
Taxing Scheme Id
Track Serials
Weight
Width
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Auto Assemble
Category ID
Description
Height
HS Tariff Number
Large URL
Medium Uncropped URL
Medium URL
Original URL
Small URL
Thumb URL
Is Default
Include Quantity Buildable
Is Active
Is Manufacturable
Child Product ID
Child Product Name
Child Product SKU
Standard Quantity
UOM
UOM Quantity
Last Vendor ID
Length
Name
Origin Country
Fixed Markup
Price Type
Pricing Scheme ID
Unit Price
Purchasing Conversion Standard Quantity
Purchasing Conversion Uom Quantity
Purchasing UoM Name
Remarks
Default Sublocation
Enable Reordering
Reorder From Location ID
Reorder Location ID
Reorder Method
Reorder Point
Reorder Quantity
Reorder Vendor ID
Sales Conversion Standard Quantity
Sales Conversion Uom Quantity
Sales UOM Name
SKU
Standard UOM Name
Tax Code Id
Taxing Scheme Id
Cost
Lead Time Days
Vendor Item Code
Vendor ID
Weight
Width
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IdRequired
Amount Paid
Approver Team Member Id
Assigned To Team Member Id
Balance
Calculate Tax 2 on Tax 1
Carrier
Contact Name
Currency Id
Due Date
Email
Exchange Rate
Exchange Rate Auto Pulled
Freight
Inventory Status
Is Cancelled
Is Completed
Is Quote
Is Tax Inclusive
Lines Description
Discount Is Percent
Discount Value
Lines Product Id
Lines Product Name
Lines Product SKU
Lines Serial Numbers
Lines Standard Quantity
Lines UOM
Lines UOM Quantity
Return Date
Service Completed
Lines Sub Total
Lines Tax 1 Rate
Lines Tax 2 Rate
Lines Tax Code Id
Lines Unit Price
Vendor Item Code
Location Id
Non Vendor Cost Is Percent
Non Vendor Cost Value
Order Date
Order Number
Order Remarks
Payment Lines Amount
Payment Lines Date Paid
Payment Lines Payment Method
Payment Lines Payment Type
Purchase Order Payment History Line Id
Payment Lines Reference Number
Payment Lines Remarks
Payment Status
Payment Terms Id
Phone
Receive Lines Description
Receive Lines Location Id
Receive Lines Product Id
Receive Lines Product Name
Receive Lines Product SKU
Receive Lines Serial Numbers
Receive Lines Standard Quantity
Receive Lines UOM
Receive Lines UOM Quantity
Receive Lines Receive Date
Receive Lines Sublocation
Vendor Item Code
Receive Remarks
Request Ship Date
Return Extra
Return Fee
Return Remarks
Ship To Address 1
Ship To Address 2
Ship To Address Type
Ship To City
Ship To State
Ship To Postal Code
Ship To Country
Ship To Company Name
Show Shipping
Sub Total
Tax 1
Tax 1 Name
Tax 1 On Shipping
Tax 1 Rate
Tax 2 Name
Tax 2 On Shipping
Tax 2 Rate
Taxing Scheme Id
Total
Unstock Lines Description
Unstock Lines Location Id
Unstock Lines Product Id
Unstock Lines Product Name
Unstock Lines Product SKU
Unstock Lines Serial Numbers
Unstock Lines Standard Quantity
Unstock Lines UOM
Unstock Lines UOM Quantity
Unstock Lines Sublocation
Unstock Date
Vendor Item Code
Unstock Remarks
Vendor Address 1
Vendor Address 2
Vendor City
Vendor State
Vendor Postal Code
Vendor Country
Vendor Name
Vendor Id
Vendor Order Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Amount Paid
Assigned To Team Member Id
Balance
Billing Address 1
Billing Address 2
Billing Address Type
Billing City
Billing State
Billing Postal Code
Billing Country
Billing Remarks
Calculate Tax 2 on Tax 1
Confirm Team Member Id
Contact Name
Customer Id
Sales Order Cost of Goods Sold Id
Currency Id
Due Date
Email
Exchange Rate
Exchange Rate Auto Pulled
External Id
Invoiced Date
Is Cancelled
Is Completed
Is Invoiced
Is Prioritized
Is Quote
Is Tax Inclusive
Lines Description
Discount Is Percent
Discount Value
Is Discarded
Lines Product Id
Lines Product Sku
Lines Product Name
Lines Serial Numbers
Lines Standard Quantity
Lines UOM
Lines UOM Quantity
Return Date
Service Completed
Lines Sub Total
Lines Tax 1 Rate
Lines Tax 2 Rate
Lines Tax Code Id
Lines Unit Price
Location Id
Needs Confirmation
Non Customer Cost Is Percent
Non Customer Cost Value
Order Date
Order Freight
Order Number
Order Remarks
Container Number
Pack Lines Description
Pack Lines Product Id
Pack Lines Serial Numbers
Pack Lines Standard Quantity
Pack Lines UOM
Pack Lines UOM Quantity
Pack Remarks
Payment Lines Amount
Payment Lines Date Paid
Payment Lines Line Num
Payment Lines Payment Method
Payment Lines Payment Type
Payment Lines Reference Number
Payment Lines Remarks
Payment Terms Id
Phone
Pick Lines Description
Pick Lines Location Id
Pick Lines Pick Date
Pick Lines Product Id
Pick Lines Serial Numbers
Pick Lines Standard Quantity
Pick Lines UOM
Pick Lines UOM Quantity
Pick Lines Sublocation
Pick Remarks
PO Number
Pricing Scheme Id
Requested Ship Date
Restock Lines Description
Restock Lines Location Id
Restock Lines Product Id
Restock Lines Serial Numbers
Restock Lines Standard Quantity
Restock Lines UOM
Restock Lines Uom Quantity
Restock Lines Restock Date
Restock Lines Sublocation
Restock Remarks
Return Fee
Return Freight
Return Remarks
Sales Rep
Sales Rep Team Member Id
Same Billing and Shipping
Ship Lines Carrier
Ship Lines Containers
Ship Lines EasyPost Confirmation Email Address
Ship Lines EasyPost Shipping Id
Ship Lines EasyPost Shipment Status
Ship Lines Shipped Date
Ship Lines Tracking Number
Ship Remarks
Ship To Company Name
Shipping Address 1
Shipping Address 2
Address Type
Shipping City
Shipping State
Shipping Postal Code
Shipping Country
Shipping Remarks
Show Shipping
Source
Sub Total
Tax 1
Tax 1 Name
Tax 1 On Shipping
Tax 1 Rate
Tax 2 Name
Tax 2 On Shipping
Tax 2 Rate
Taxing Scheme Id
Total
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stock Count IDRequired
Document TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stockroom User IDRequired
Location IDRequired
Stockroom Scan Number
Remarks
Date
Is Cancelled
Product ID
Lines Product Name
Lines Product SKU
Lines Serial Numbers
Lines Standard Quantity
Lines UOM
Lines UOM Quantity
Sublocation
Stockroom User Name
Location Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location IDRequired
Adjustment Number
Adjustment Reason ID
Date
Is Cancelled?
Description
Lot ID
Product ID
Product Name
Product SKU
Serial Numbers
Standard Quantity
UOM
UOM Quantity
Sublocation
Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location IDRequired
Assigned To Team Member ID
Completed Date
Is Cancelled
Is Completed
Is Prepared
Is Reviewed
Is Started
Remarks
Started Date
Stock Count Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Count Sheet IDRequired
Assigned To Team Member ID
Completed Date
Is Cancelled
Is Completed
Description
Product ID
Product Name
Product SKU
Sublocation
Remarks
Sheet Number
Started Date
Stock Count ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Location IDRequired
To Location IDRequired
Assigned To Team Member ID
Is Cancelled
Description
From Sublocation
Lot ID
Product ID
Product Name
Product SKU
Serial Numbers
Standard Quantity
UOM
UOM Quantity
To Sublocation
Received Date
Remarks
Sent Date
Status
Transfer Date
Transfer Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stock Transfer IDRequired
Document TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Vendor IDRequired
Document TypeRequired
Start Date
End Date
Currency ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Rep ID
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument NameRequired
Entity TypeRequired
Document Type
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProductId
Product Sku
Product Name
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order Id
Purchase Order Number
ActionThis is an event a Zap performs.SearchFind existing data in your appStock Count ID
Stock Count Number
ActionThis is an event a Zap performs.SearchFind existing data in your appStock Transfer Id
Stock Transfer Number
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Vendor Id
ActionThis is an event a Zap performs.SearchFind existing data in your appNew 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 appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity 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 foundSearch 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 foundSearch 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 foundSearch 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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