DataScope Forms + InvoiceBerry

Create new InvoiceBerry client from newly created form entry in DataScope

Want to automate your tasks and have more time to focus on your business development? This Zapier integration will do it for you. Whenever there's a new form entry in DataScope, Zapier will create a new InvoiceBerry client.

When this happens...
Forms: New Form Entry
Triggers when a new form answer/entry is created. Only one active Zap per form.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

- Form
Trigger
Instant
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Findings: New Finding
Triggers when a finding is created. Only one active Zap per account.
Trigger
Instant
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- FormRequired
Trigger
Instant
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- Form
Trigger
Instant
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- Form
Trigger
Instant
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- Form Status
- Form Name
- Form Code
Action
Write
- Data TemplateRequired
- Emails to notify
Action
Write

New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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- Client ID
- Client Name
- Country ISO
- Client Language
- Client Currency
- Client Email
- Client Phone Number
- Client Mobile Number
- Client Firstname
- Client Lastname
- Street 1
- Street 2
- Client City
- Client State
- Client Zip Code
- Client Notes
- CurrencyRequired
- Language
- Start DateRequired
- End Date
- FrequencyRequired
- Discount
- Terms
- Payment Term Days
- Notes
- Reference / PO Number
- Item Name
- Item Description
- Item Unit Cost
- Item Quantity
- Tax 1
- Tax 2
- Item Data Separator
- Auto Send
- Message
Action
Write
- Client ID
- Client Name
- Country ISO
- Client Language
- Client Currency
- Client Email
- Client Phone Number
- Client Mobile Number
- Client Firstname
- Client Lastname
- Street 1
- Street 2
- Client City
- Client State
- Client Zip Code
- Client Notes
- CurrencyRequired
- Language
- Date of IssueRequired
- Discount
- Terms
- Payment Term Days
- Notes
- Reference
- Item Name
- Item Description
- Item Unit Cost
- Item Quantity
- Tax 1
- Tax 2
- Item Data Separator
- Set invoice status
- Payment Amount
- Payment Method
- Payment Date
- Payment Note
- Send Invoice
- Message
Action
Write

Findings: Changed Status
Triggers when a finding changes its status. Only one active Zap per account.
Trigger
Instant
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- FormRequired
Trigger
Instant
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- Form
Trigger
Instant
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- Form
Trigger
Instant
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- Form NameRequired
- User EmailRequired
- Location Name
- Location Address
- Task Instructions
- Task Date
- Assign ID
- Hours to Perform Task
- Location Phone
- Location Code
- Location Email to Notify
- Company Name
- Company Legal ID
- Latitude
- Longitude
- Make this task mandatory (All users must answer to the task)
- Allow the task to be answered after the due date has been reached
Action
Write
- Form NameRequired
- From CodeRequired
- Question NameRequired
- Question ValueRequired
Action
Write
New Client
Triggers when a new client is created.
Trigger
Instant
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New Expense
Triggers when a new expense is created.
Trigger
Instant
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New Item
Triggers when a new item is created.
Trigger
Instant
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- Company NameRequired
- EmailRequired
- Currency
- Country
- First Name
- Last Name
- Phone Number
- Mobile Number
- Street 1
- Street 2
- City
- State
- Zip Code
- Tax Number
- Tax Name
- Notes
Action
Write
- CategoryRequired
- AmountRequired
- Date of ExpenseRequired
- Vendor
- Tax
- Notes
Action
Write
- Item NameRequired
- Tax1 ID
- Tax2 ID
- Unit Cost
- Quantity
- Description
Action
Write