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Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Alegra.
Add your action
An action happens after the trigger—such as "Add Document to Party" in TrustLayer.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)Required
- Provincia (province)Required
- Ciudad (city)Required
- Código postal (postalCode)Required
- Verificar identificación no registrada (ignoreRepeated)
- Condición del IVA (ivaCondition)Required
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)
- Provincia (department)
- Cantón (city)
- Distrito (district)
- Barrio (neighborhood)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tipo de contactoRequired
- Tipo de terceroRequired
- Tipo de personaRequired
- Teléfono principal
- Teléfono secundario
- Teléfono móvil
- Correo
- Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Número de identificación (Identification)
- Tipo de contacto (Contact type)
- Número telefónico principal (Phone primary)
- Número telefónico secundario (Phone secondary)
- Fax
- Número de célular/móvil (Mobile)
- Observaciones (observations)
- Correo electrónico (Email)
- Dirección (address)
- Ciudad (city)
- Verificar identificación no registrada (Ignore repeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date) (YYYY-MM-DD)Required
- Observaciones (Observations)
- Almacén (Warehouse)Required
- Centro de costo (Cost center)
- ÍtemRequired
- Tipo (Type)Required
- Costo Unitario (Unit Cost)Required
- Cantidad (Quantity)Required
- ID de Resolución (Resolution ID)
- Prefijo de numeración (Numbering Prefix)
- Numeración (Numbering)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Referencia (Reference)
- Descripción (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentForm)
- Emitir la factura (generateStamp)Required
- Actividad económica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)Required
- Numeración de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Naturaleza del descuento (discount nature)
- Referencia (reference)
- Descripción (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Método de pago (paymentMethod)Required
- Emitir la factura (generateStamp)
- Condición de la venta (saleCondition)
- Actividad económica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Emitir factura electrónicaRequired
- Tipo
- Numeración de la factura
- ClienteRequired
- IDRequired
- PrecioRequired
- Referencia
- Descripción
- Impuesto
- CantidadRequired
- Vendedor
- FechaRequired
- Fecha de vencimientoRequired
- Notas
- Observaciones
- Moneda
- Tipo de cambio
- Almacén
- Centro de costos
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- Tipo de Operación (Operation type)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Emitir la factura (generateStamp)Required
- Método de Pago (Payment Method)Required
- Cuotas Info
- Periodicidad (periodicity)
- Número de Cuotas (numberQuotas)
- Información sobre las cuotas (quotas info)
- Montos de las cuotas(amount)
- Fecha de vencimiento de las cuotas (quotas due date)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Descripción (Description)
- Precio (Price)Required
- Partida arancelaria (tariffHeading)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- Código de producto (Product Key)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Tipo (type)
- Referencia (reference)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre del producto (Name)Required
- Descripción (Description)
- Precio (Price)Required
- Referencia (Reference)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo (Type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Fecha De Vencimiento (dueDate)Required
- Cliente ID (Client ID)Required
- Items IDRequired
- Precios (price)Required
- Impuesto (Tax)Required
- Cantidad (Quantity)Required
- Descuentos (Discount)Required
- Bodega/Almacén (Warehouse)
- Observaciones (Observations)
- Nota de la remisión (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID de la Factura (Invoice Id)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id de la cotización (Estimate ID)Required
- Destinatatio (To):Required
- Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del contacto (Contact ID)Required
- Primer Nombre (firstName)
- Apellidos (LastName)
- Número telefónico principal (phonePrimary)
- Tipo de persona (kindOfPerson)
- Tipo de contacto (Contact type)
- Tipo (type)
- Número (number)
- Dirección (address)
- Municipio (City)
- Departamento (department)
- País (country)
- Código postal (zip code)
- Correo electrónico (email)
- Régimen (regime)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del ítem (Item Id)Required
- Nombre del producto (Name)
- Descripción (Description)
- Precio (Price)
- Referencia (Reference)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Estatus (Status)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)Required
- Provincia (province)Required
- Ciudad (city)Required
- Código postal (postalCode)Required
- Verificar identificación no registrada (ignoreRepeated)
- Condición del IVA (ivaCondition)Required
- Incluir enlace del estado de cuenta del cliente (statementAttached)
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- Contacto a buscar (Contact to find)Required
- Primer Nombre (firstName)Required
- Apellidos (LastName)
- Número telefónico principal (phonePrimary)
- Tipo de persona (kindOfPerson)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico secundario (phoneSecondary)
- Dirección (address)
- Municipio (City)
- Departamento (department)
- País (country)
- Código postal (zip code)
- fax
- Número de celular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Verificar identificación no registrada (ignoreRepeated)
- Régimen (regime)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
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- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- RFC (identification)Required
- Tipo de Tercero (Third type)
- Identificador fiscal (Fiscal ID)
- Calle (street)
- Número de exterior (exteriorNumber)
- Número de interior (interiorNumber)
- Colonia (Colony)
- País (country)
- Localidad (locality)
- Municipio (municipality)
- Estado (state)Required
- Código postal (zipCode)
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Verificar identificación no registrada (ignoreRepeated)
- clave del Uso CFDI (cfdiUse)
- Forma de pago (paymentMethod)
- Método de pago (paymentType)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Regímenes Fiscales
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- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)
- Departamento (state)
- Provincia (city)
- Urbanización (urbanization)
- Distrito (district)
- Código ubigeo (ubigeoCode)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
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- Nombre del ítem (Item name)Required
- Nombre (Name)Required
- Descripción (Description)
- Precio (Price)Required
- Partida arancelaria (tariffHeading)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- Código de producto (Product Key)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Tipo (type)
- Referencia (reference)
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- Nombre del ítem (Item name)Required
- Nombre del producto (Name)Required
- Descripción (Description)
- Precio (Price)Required
- Referencia (Reference)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo (Type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
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 Comment
Triggers when a new comment is added to the activity timeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Deleted
Triggers when a document is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Flagged
Triggers when a document is flagged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Processed
Triggers when a document is processed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Uploaded
Triggers when a document is uploaded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Verified
Triggers when a document is verified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Compliance Changed
Triggers when a party compliance is changed in the global context.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Compliance Profile Changed
Triggers when a party compliance profile is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Created
Triggers when a party is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Deleted
Triggers when a party is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Activated
Triggers when an inactive project is activated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Compliance Lost in Project
Triggers when a party compliance is lost in a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Created
Triggers when a project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Deactivated
Triggers when an active project is deactivated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Removed From a Project
Triggers when a party is removed from a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document IDRequired
- Party IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Party IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Party NameRequired
- Party TypeRequired
- Party Website
- Party City
- Party Country
- Party Line 1 Address
- Party Line 2 Address
- Party Postal Code
- Party Region
- Provider
- External ID
- Custom Data ID
- Custom Data Value
- Additional Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Party IDRequired
- EmailRequired
- NameRequired
- Company
- Phone
- Fax
- PrimaryRequired
- Title
- Default Request RecipientRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
- Custom Data ID
- Custom Data Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Party IDRequired
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 app- External ID
- Provider
- Party Name
- Party Type
- Project
- Created At Datetime
- Created At Operator
- Updated At Datetime
- Updated At Operator
- Custom Data ID
- Custom Data Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project Name
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project NameRequired
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
- Custom Data ID
- Custom Data Value
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 Estimate
Triggers when a new estimate is created in Alegra.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Item
Triggers when a new product or service is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Nombre (Name)Required
- Tipo de contacto (Contact type)
- Identificación (Identification)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Ciudad (city)
- Región (region)
- Comuna (commune)
- Descripción (description)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Giro de negocio (giro)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- RFC (identification)Required
- Tipo de Tercero (Third type)
- Identificador fiscal (Fiscal ID)
- Calle (street)
- Número de exterior (exteriorNumber)
- Número de interior (interiorNumber)
- Colonia (Colony)
- País (country)
- Localidad (locality)
- Municipio (municipality)
- Estado (state)Required
- Código postal (zipCode)
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Verificar identificación no registrada (ignoreRepeated)
- clave del Uso CFDI (cfdiUse)
- Forma de pago (paymentMethod)
- Método de pago (paymentType)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Regímenes Fiscales
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)
- Departamento (state)
- Provincia (city)
- Urbanización (urbanization)
- Distrito (district)
- Código ubigeo (ubigeoCode)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Fecha de vencimiento (Due Date)Required
- Observaciones (Observations)
- Comentarios (Anotation)
- ID del Cliente (Client ID)Required
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Vendedor (Seller)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Emitir la factura (generateStamp)
- Condición de la venta (saleCondition)
- Concepto de venta (saleConcept)
- Fecha de inicio (startDateService)
- Fecha final (endDateService)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- Cliente ID (client)Required
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentForm)Required
- Método de pago (paymentMethod)
- Emitir la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Pedimento (importRequest)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentMethod)Required
- Método de la factura (paymentType)
- Clave del Uso CFDI (cfdiUse)Required
- Timbrar la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Cuenta de Banco (Bank Account)Required
- Método de pago (Payment Method)
- Cliente/Proveedor (Client)
- Tipo de Pago (Type of payment)
- Tipo de transacción (Type of Transaction)Required
- Id de la factura (Invoice Id)
- Monto del pago (Payment Amount)
- Id de la cuenta contable (Category id)
- Valor (Price)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Observaciones (Observations)
- Notas (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha De Vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Cliente ID (Client ID)Required
- Numeración de la factura (Invoice numeration)
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Bodega / Almacén (Warehouse)
- Tipo de Factura (Invoice type)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Descripción (Description)
- Precio (Price)Required
- Referencia (Reference)
- Número de la clave de producto (ProductKey)Required
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (unitCost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Términos y Condiciones (Terms and Conditions)
- Numeración de la factura (Invoice numeration)
- Proveedor (provider)Required
- Bodega / Almacén (Warehouse)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Detalle (Details)
- Items ID
- Precios (price)
- Cantidad (quantity)
- Descuentos (discount)
- Impuesto (tax)
- Observaciones (observations)
- Categorías ID
- Precios (price)
- Cantidad (quantity)
- Descuentos (discount)
- Impuesto (tax)
- Observaciones (observations)
- Id Retención (retention ID)
- Monto Retención (retention amount)
- Fecha (date)
- Cuenta (account)
- Monto (amount)
- Método de pago (Payment Method)
- Notas (anotations)
- Observaciones (observations)
- Id Retenciones (retentions ID)
- Monto Retención (retention Amount)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Centro de costos (Cost center)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Procentaje (Percentage)Required
- Tipo (Type)Required
- Descripción (Description)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primer Nombre (firstName)Required
- Apellidos (LastName)
- Número telefónico principal (phonePrimary)
- Tipo de persona (kindOfPerson)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico secundario (phoneSecondary)
- Dirección (address)
- Municipio (City)
- Departamento (department)
- País (country)
- Código postal (zip code)
- fax
- Número de celular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Verificar identificación no registrada (ignoreRepeated)
- Régimen (regime)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID de la factura (Invoice ID)Required
- Tipo de Factura (Invoice Type)
- Destinatario (To)Required
- Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del contacto (Contact ID)Required
- Tipo de contacto (Contact type)
- Nombre (Name)
- Número de identificación (Identification Number)
- Correo electrónico (Email)
- Número de teléfono principal (Primary Phone Number)
- Número de teléfono secundario (Secondary Phone Number)
- Fax
- Número De Celular/móvil (Mobile)
- Observaciones (Observations)
- Dirección (Address)
- Ciudad (City)
- Calle (Street)
- Número exterior (Exterior Number)
- Número interior (Interior Number)
- Colonia (Colony)
- Localidad (Locality)
- Municipio (Municipality)
- Estado (State)
- País (Country)
- Código Postal (Zip Code)
- Id de Vendedor Asociado (Associate Seller ID)
- Lista de Precios (Price List)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Búsqueda por (Search by)
- Nombres o SKUs de los items (Names or SKUs of the items)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Impuesto (tax)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Identificación (Identification)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Ciudad (city)
- Región (region)
- Comuna (commune)
- Descripción (description)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Giro de negocio (giro)
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- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- Número (number)Required
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)
- Provincia (department)
- Cantón (city)
- Distrito (district)
- Barrio (neighborhood)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
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- Contacto a buscar (Contact to find)Required
- Tipo de contactoRequired
- Tipo de terceroRequired
- Tipo de personaRequired
- Teléfono principal
- Teléfono secundario
- Teléfono móvil
- Correo
- Fax
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- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Número de identificación (Identification)
- Tipo de contacto (Contact type)
- Número telefónico principal (Phone primary)
- Número telefónico secundario (Phone secondary)
- Fax
- Número de célular/móvil (Mobile)
- Observaciones (observations)
- Correo electrónico (Email)
- Dirección (address)
- Ciudad (city)
- Verificar identificación no registrada (Ignore repeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
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- Nombre del ítem (Item name)Required
- Nombre (Name)Required
- Descripción (Description)
- Precio (Price)Required
- Referencia (Reference)
- Número de la clave de producto (ProductKey)Required
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (unitCost)
- Cantidad inicial (Initial quantity)
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- Impuesto (tax)Required
- Nombre (Name)Required
- Procentaje (Percentage)Required
- Tipo (Type)Required
- Descripción (Description)
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- Document Archived
Triggers when a document is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Edited
Triggers when a document is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Flag Removed
Triggers when a document flag is removed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Reviewed
Triggers when a document is reviewed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Verification Removed
Triggers when a document verification is removed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Activated
Triggers when a party is activated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Compliance Lost
Triggers when a party compliance is lost in the global context.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Compliance Reached
Triggers when a party compliance is reached in the global context.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Deactivated
Triggers when a party is deactivated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Updated
Triggers when these party fields are updated: organization, address, website, name, type, isActive, additionalNotes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Compliance Changed in Project
Triggers when a party compliance score changes in a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Compliance Reached in Project
Triggers when a party compliance score reaches 100% in a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Deleted
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Added to a Project
Triggers when a party is added to a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Updated
Triggers when name, description, start/end date, compliance profile, party list, attachments, custom fields are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document IDRequired
- Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document DataRequired
- Document NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Compliance Profile IDRequired
- Party IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Party IDRequired
- Custom Data ID
- Custom Data Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document IDRequired
- Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Applies to all projects?
- Name
- Notes
- Email
- Document IDRequired
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 app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External ID
- Provider
- Party NameRequired
- Party TypeRequired
- Project
- Created At Datetime
- Created At Operator
- Updated At Datetime
- Updated At Operator
- Custom Data ID
- Custom Data Value
- Party Website
- Party City
- Party Country
- Party Line 1 Address
- Party Line 2 Address
- Party Postal Code
- Party Region
- External ID
- Additional Notes
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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