Create or find customers in inFlow Inventory for new projects in QuickBooks Online
Streamline your project creation process and make your inventory management more efficient with QuickBooks Online and inFlow Inventory. This automation ensures that every time you set up a new project in QuickBooks Online, inFlow Inventory system instantly updates to reflect the same. This not only eliminates any need for manual data entry but also reduces the chances of errors, ensuring your project data always matches your inventory records promptly and accurately.
Streamline your project creation process and make your inventory management more efficient with QuickBooks Online and inFlow Inventory. This automation ensures that every time you set up a new project in QuickBooks Online, inFlow Inventory system instantly updates to reflect the same. This not only eliminates any need for manual data entry but also reduces the chances of errors, ensuring your project data always matches your inventory records promptly and accurately.
- When this happens...New Project
Triggers when a new project is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Find or Create Customer
Searches for a customer by ID or name and creates a new customer if it doesn't exist.
ActionWriteCreate a new record or update an existing record in your app.
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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 Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
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 Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
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 Line 1
Address Line 2
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 appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
ID
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
ID
Display Name
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Product Name
SKU
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 appInfo
Product Name
SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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 Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
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 foundSearch 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 Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
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 foundFull NameRequired
Phone
Email
Website
Address Line 1
Address Line 2
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 foundNew 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 app
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 Line 1
Address Line 2
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 appEstimate Id
Doc Number
Customer Name
Transaction Date
Total Amount
ActionThis is an event a Zap performs.SearchFind existing data in your appWHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
Invoice Number
Invoice ID
Invoice Date
Due Date
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 appInfo
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 foundInfo
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 foundNew 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 app