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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Companies" from e-manage|ONE.

Add your action

An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.

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Zapier seamlessly connects e-manage|ONE and QuickBooks Online, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Companies
Triggers when a companies is created.
Trigger
Polling
Try It
New Contact Groups
Triggers when a contact groups is created.
Trigger
Polling
Try It
New Follow Ups
Triggers when a follow ups is created.
Trigger
Polling
Try It
New Projects
Triggers when a projects is created.
Trigger
Polling
Try It
- Record Type
  Required
Trigger
Polling
Try It

- Contact Id
  Required
- Contact Group Id
  Required
- Create Date
- User Id
Action
Write
- User Id
  Required
- Contact Type
  Required
- Last Name
  Required
- First Name
  Required
- Salutation
  Required
- Company Id
  Required
- Gender
- Middle Name
- Last Name Suffix
- Contact Name
- Nick Name
- Title
- Department
- Extension
- Direct Phone
- Direct Fax
- Mobile Phone
- Mobile Carrier
- Pager Phone
- Home Phone
- Work Email
- Other Email
- Birthday
- Anniversary
- Spouse Name
- Mailing List
- Deleted
- Deleted Date
- Createdate
- Mail Stop
- Letter Date
- Tax Code
- Notes
- Pager Pin
- View List Pricing
- Accepts Sms
- Declined Web
- Web Disclaimer
- Old Contact Id
- Contact Status
- Google Contact Id
- Ofdadelivery Contact
Action
Write

- Marketing Campaign Name
  Required
- Campaign Cost
- Track From
- Track To
- User Id
- Create Date
- Deleted
- Sync With Marketing
Action
Write
- Record Type
  Required
Action
Write
- Company Id
  Required
- Company Name
- Location Name
- Address
- Address2
- Zip Code Id
- Ext Zip
- Main Phone
- Main Fax
- Company Type
- All Salespeople
- Sales Territory
- Referred By
- Status
- Number Of Employees
- Market Type
- Credit Amount
- User1
- User2
- User3
- User4
- Web Site
- User Id
- Create Date
- Deleted
- Deletion Date
- On Credit Hold
- Installation Vendor
- Sic
- Tax Exempt
- Mailing Address
- Mailing Address2
- Mailing Zip Code Id
- Expires
- Tax Code
- Update Url
- Default Bill To Remit To
- Default Bill To Attention
- Registered Account
- Default Terms
- Default Apaccount
- Default Markup
- Is Warehouse
- Is Furniture Dealer
- Is Architect
- Old Company Id
- Toll Free
- Cust Disc
- Dump Fee
- Ofdaenterprise Name
- Ofdaenterprise Code
- Corporate Division Id
- Allow Other Divisions
- Latitude
- Longitude
- Default Ship To
- Default Stattention
- Ofdatype
- Is Reference
- Can Visit
- Reference Contact
- Cross Streets
- Neighborhood
- Sends Acknowledgement
- Reporting Method
- Qbtax Code
- Qbtax Item
- Resale Certificate
- Mark For Qbsync
- Pos Are Internal
- Default Deliver To
- Default Deliver To Attention
- Credit Hold By
- Credit Hold Reason
- Credit Hold Date
- Default Wipaccount
- Web Code
- Ofdausername
- Ofdabill Account
- Ofdaship Account
- Contract Name
- Bill Name
- Order Name
- Transaction Name
- Ofdadealer Order Contact
- Ofdadelivery Appt Contact Id
- Ofdadelivery Site Contact Id
- Ofdaship Services
- Ofdaend User Account
- Ofdaend User Company Id
- Ofdaend User Contact Id
- Ofdadealer Account
- Vendor Commission Sales Account
- Is Comship To
- Scheduling Email
- Is Direct Bill
- Vendor Commission
- Commission Use Margin
- Does Not Require Physical Po
- Charges Freight
- Verified Company Name
- Verified Address1
- Verified Address2
- Verified City
- Verified State
- Verified Zip Plus4
- Last Verification Date
- Verification Count
- Verification Return Code
- Change Vendor
- Qbcurrency
- Freight Cap
- Freight Cap Use Cost
- Freight Min Charge
- Calc Freight Perc
- Calc Freight Use Cost
- Is Dump Site
- Default Credit Card Account Id
- Default Credit Card Class Id
Action
Write
- Contact Group Id
  Required
- User Id
- Createdate
- Group Name
- Sync With Marketing
Action
Write
- Follow Up Id
  Required
- Join Field
- Original Date
- Deliver Immediately
- Regarding
- Follow Up Type
- Type
- Created By
- Create Date
- Priority
- Priority Order
- User Id
- Sales Lead Id
Action
Write
- Project Id
  Required
- Company Id
- User Id
- Create Date
- Project Name
- Job Number
- Project Type
- Project Status
- Probability Percent
- Probability
- Quote Date
- Decision Date
- Approx Value
- Tax Exempt
- Gsa
- Order Type
- Contract Type
- Termsof Sale
- Ship Via
- Confirmed With
- Customer Po
- Requested Ship
- Requested Install Start
- Requested Complete
- Book Date
- Invoice Date
- Completed
- Completed Date
- Cancelled
- Cancelled By
- Cancelled Date
- Cancelled Reason
- Collaboration Project
- On Installation Calendar
- Send To Spacesaver
- Product Types
- Sales Lead Id
- Freeze Booking Credit
- Installation Completed On
- Requires Installation
- Actual Labor Commissionable
- Pool Company
- Install Report Printed On
- Expected Complete
- All Product Received
- All Product Received Date
- Registered Project
- Customer Type
- Hot Job
- User Submitted
- User Submitted Date
- Corporate Division Id
- Hot Job Reason
- Hot Job Assigned By
- Hot Job Date
- Web Customer
- On Hold
- On Hold Reason
- On Hold By
- On Hold Date
- Furniture Contact
- Architect Contact
- Project Manager
- Vendors On Project
- Next Touch Date
- Next Touch Type
- Job Num Extended
- Opp Notes
- Sales Stage
- Estimated Gp
- Designer
Action
Write
- Sales Lead Id
  Required
- Contact Id
- Lead Number
- Create Date
- Project Id
- Salesperson
- Type
- Referred By
- User Id
- Interest
- Deleted
- Deleted By
- Delete Date
- Deleted Reason
- Last Activity Date
- Lead Letter Date
- Lead Email Date
- Marketing Campaign Id
- Priority
- Next Event Date
- Next Event Type
- Next Eventregarding
- Next Follow Up Date
- Next Follow Up Type
- Next Follow Up Regarding
- Last Note Added
- Last Letter Merged
- Last Letter Name
- Status
- Approx Value
- Probability
- Decision Date
- Returned To Company
- Salesperson Returned
- Is Pending
- Pending User Id
- Pending Date
- Pending Reason
- Pending Reactivation Date
- Approved
- Next Touch Type
- Next Touch Date
Action
Write
- Only return results where contactGroupMemberId is EQUAL to this value.
- Only return results where contactGroupId is EQUAL to this value.
- Only return results where contactId is EQUAL to this value.
Action
Search
- Only return results where contactId is EQUAL to this value.
- Only return results where companyId is EQUAL to this value.
- Only return results where gender is EQUAL to this value.
- Only return results where salutation is EQUAL to this value.
- Only return results where firstName is EQUAL to this value.
- Only return results where middleName is EQUAL to this value.
- Only return results where lastName is EQUAL to this value.
- Only return results where lastNameSuffix is EQUAL to this value.
- Only return results where contactName is EQUAL to this value.
- Only return results where nickName is EQUAL to this value.
- Only return results where title is EQUAL to this value.
- Only return results where department is EQUAL to this value.
- Only return results where extension is EQUAL to this value.
- Only return results where directPhone is EQUAL to this value.
- Only return results where directFax is EQUAL to this value.
- Only return results where mobilePhone is EQUAL to this value.
- Only return results where mobileCarrier is EQUAL to this value.
- Only return results where pagerPhone is EQUAL to this value.
- Only return results where homePhone is EQUAL to this value.
- Only return results where workEmail is EQUAL to this value.
- Only return results where otherEmail is EQUAL to this value.
- Only return results where spouseName is EQUAL to this value.
- Only return results where contactType is EQUAL to this value.
- Only return results where mailingList is EQUAL to this value.
- Only return results where deleted is EQUAL to this value.
- Only return results where userId is EQUAL to this value.
- Only return results where mailStop is EQUAL to this value.
- Only return results where taxCode is EQUAL to this value.
- Only return results where notes is EQUAL to this value.
- Only return results where pagerPin is EQUAL to this value.
- Only return results where oldContactId is EQUAL to this value.
- Only return results where contactStatus is EQUAL to this value.
- Only return results where googleContactId is EQUAL to this value.
Action
Search
- Only return results where marketingCampaignId is EQUAL to this value.
- Only return results where marketingCampaignName is EQUAL to this value.
- Only return results where campaignCost is EQUAL to this value.
- Only return results where deleted is EQUAL to this value.
Action
Search
- Record Type
  Required
Action
Search
New Account
Triggers when you add a new account.
Trigger
Instant
Try It
New Bill
Triggers when a new bill is added.
Trigger
Instant
Try It
Estimate Emailed
Triggers when an estimate is emailed.
Trigger
Instant
Try It
New Expense
Triggers when a new expense is added.
Trigger
Instant
Try It
Invoice Emailed
Triggers when an invoice is emailed.
Trigger
Instant
Try It
New Bill Payment
Triggers when a new bill paid.
Trigger
Instant
Try It
New Deposit
Triggers when a there is a new deposit.
Trigger
Instant
Try It
New Paid Invoice
Triggers when the balance of an invoice becomes zero.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
Try It
New Purchase Order
Triggers when a new purchase order is added.
Trigger
Instant
Try It
New Supplier Credit
Triggers when a new supplier credit is created.
Trigger
Instant
Try It
Updated Credit Memo
Triggers when a credit memo is updated.
Trigger
Instant
Try It
Updated Estimate
Triggers when an existed estimate is updated.
Trigger
Instant
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Instant
Try It
- Vendor
  Required
- Bill Number
- Line_item
- Line_description
- Amount
  Required
- Qty
- Unit Price
- Line_class
- AP Account
- Customer
- Due_date
- Transaction Date
Action
Write
- Vendor
  Required
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Global_tax_calculation
- Product/Service
- Description
- Qty
- Rate
- Amount
  Required
- Billable?
- Customer
- Line_class
- Tax_code
- AP Account
- Memo
Action
Write
- Primary Email Address
- Given Name
  Required
- Family Name
  Required
- 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
Action
Write
- Full Name
  Required
- Display_name
- Title
- First Name
- Middle name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- 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
Action
Write
- Payee_type
  Required
- Payment_type
  Required
- Bank/Credit Account
  Required
- 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
Action
Write
- Journal Date
- Journal_number
- Auto Generate Journal Entry Number
- Account
  Required
- Debit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Account
  Required
- Credit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange_rate
Action
Write
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line_amount
  Required
- 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__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- 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
Action
Write
- Vendor
  Required
- Purchase Order Status
- Mailing_address
- Shipping_address
- Purchase Order Date
- Ship Via
- Purchase Order Number
- PO Email
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
  Required
- Description
- Quantity
  Required
- Rate
- Amount
  Required
- Customer
- Class
- Your Message to Vendor
- Memo
Action
Write
- Estimate Id
  Required
Action
Write
- Sales_receipt
  Required
- Email
Action
Write
- Bill ID
  Required
- 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
Action
Write
- Estimate ID
  Required
- 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
Action
Write
- Item
  Required
- 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
Action
Write
- Sales Receipt ID
  Required
- 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
Action
Write
- Full Name
  Required
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Company__name
- Vendor__1099
Action
Write
- Invoice ID
Action
Write
- Account Name
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Info
- ID
- Name
Action
Search
- Info
- ID
- Display Name
Action
Search
- Info
- Product Name
- SKU
Action
Search
- Search By
  Required
Action
Search
- Info
- Product Name
- SKU
Action
Search
- Search Field
  Required
- Search Value
  Required
- Full Name
  Required
- Display_name
- Title
- First Name
- Middle name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- 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
Action
Search or write
- Search By
  Required
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line_amount
  Required
- 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__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- 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
Action
Search or write
- Full Name
  Required
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Company__name
- Vendor__1099
Action
Search or write

New Contact Group Members
Triggers when a contact group members is created.
Trigger
Polling
Try It
New Contacts
Triggers when a contacts is created.
Trigger
Polling
Try It
New Marketing Campaigns
Triggers when a marketing campaigns is created.
Trigger
Polling
Try It
New Sales Leads
Triggers when a sales leads is created.
Trigger
Polling
Try It
- Corporate Division Id
  Required
- User Id
  Required
- Zip Code Id
  Required
- Address
  Required
- Location Name
  Required
- Company Name
  Required
- Address2
- Ext Zip
- Main Phone
- Main Fax
- Company Type
- All Salespeople
- Sales Territory
- Referred By
- Status
- Number Of Employees
- Market Type
- Credit Amount
- User1
- User2
- User3
- User4
- Web Site
- Create Date
- Deleted
- Deletion Date
- On Credit Hold
- Installation Vendor
- Sic
- Tax Exempt
- Mailing Address
- Mailing Address2
- Mailing Zip Code Id
- Expires
- Tax Code
- Update Url
- Default Bill To Remit To
- Default Bill To Attention
- Registered Account
- Default Terms
- Default Apaccount
- Default Markup
- Is Warehouse
- Is Furniture Dealer
- Is Architect
- Old Company Id
- Toll Free
- Cust Disc
- Dump Fee
- Ofdaenterprise Name
- Ofdaenterprise Code
- Allow Other Divisions
- Latitude
- Longitude
- Default Ship To
- Default Stattention
- Ofdatype
- Is Reference
- Can Visit
- Reference Contact
- Cross Streets
- Neighborhood
- Sends Acknowledgement
- Reporting Method
- Qbtax Code
- Qbtax Item
- Resale Certificate
- Mark For Qbsync
- Pos Are Internal
- Default Deliver To
- Default Deliver To Attention
- Credit Hold By
- Credit Hold Reason
- Credit Hold Date
- Default Wipaccount
- Web Code
- Ofdausername
- Ofdabill Account
- Ofdaship Account
- Contract Name
- Bill Name
- Order Name
- Transaction Name
- Ofdadealer Order Contact
- Ofdadelivery Appt Contact Id
- Ofdadelivery Site Contact Id
- Ofdaship Services
- Ofdaend User Account
- Ofdaend User Company Id
- Ofdaend User Contact Id
- Ofdadealer Account
- Vendor Commission Sales Account
- Is Comship To
- Scheduling Email
- Is Direct Bill
- Vendor Commission
- Commission Use Margin
- Does Not Require Physical Po
- Charges Freight
- Verified Company Name
- Verified Address1
- Verified Address2
- Verified City
- Verified State
- Verified Zip Plus4
- Last Verification Date
- Verification Count
- Verification Return Code
- Change Vendor
- Qbcurrency
- Freight Cap
- Freight Cap Use Cost
- Freight Min Charge
- Calc Freight Perc
- Calc Freight Use Cost
- Is Dump Site
- Default Credit Card Account Id
- Default Credit Card Class Id
Action
Write
- Group Name
  Required
- User Id
  Required
- Createdate
- Sync With Marketing
Action
Write
- Create Date
  Required
- Follow Up Type
  Required
- Original Date
  Required
- Join Field
  Required
- Deliver Immediately
- Regarding
- Type
- Created By
- Priority
- Priority Order
- User Id
- Sales Lead Id
Action
Write
- Decision Date
  Required
- Probability
  Required
- Project Status
  Required
- Project Type
  Required
- Project Name
  Required
- User Id
  Required
- Company Id
  Required
- Scope
  Required
- Sales Division
  Required
- Primary Sales Person
  Required
- Create Date
- Job Number
- Probability Percent
- Quote Date
- Approx Value
- Tax Exempt
- Gsa
- Order Type
- Contract Type
- Termsof Sale
- Ship Via
- Confirmed With
- Customer Po
- Requested Ship
- Requested Install Start
- Requested Complete
- Book Date
- Invoice Date
- Completed
- Completed Date
- Cancelled
- Cancelled By
- Cancelled Date
- Cancelled Reason
- Collaboration Project
- On Installation Calendar
- Send To Spacesaver
- Product Types
- Sales Lead Id
- Freeze Booking Credit
- Installation Completed On
- Requires Installation
- Actual Labor Commissionable
- Pool Company
- Install Report Printed On
- Expected Complete
- All Product Received
- All Product Received Date
- Registered Project
- Customer Type
- Hot Job
- User Submitted
- User Submitted Date
- Corporate Division Id
- Hot Job Reason
- Hot Job Assigned By
- Hot Job Date
- Web Customer
- On Hold
- On Hold Reason
- On Hold By
- On Hold Date
- Furniture Contact
- Architect Contact
- Project Manager
- Vendors On Project
- Next Touch Date
- Next Touch Type
- Job Num Extended
- Opp Notes
- Sales Stage
- Estimated Gp
- Designer
Action
Write
- User Id
  Required
- Contact Id
  Required
- Lead Number
- Create Date
- Project Id
- Salesperson
- Type
- Referred By
- Interest
- Deleted
- Deleted By
- Delete Date
- Deleted Reason
- Last Activity Date
- Lead Letter Date
- Lead Email Date
- Marketing Campaign Id
- Priority
- Next Event Date
- Next Event Type
- Next Eventregarding
- Next Follow Up Date
- Next Follow Up Type
- Next Follow Up Regarding
- Last Note Added
- Last Letter Merged
- Last Letter Name
- Status
- Approx Value
- Probability
- Decision Date
- Returned To Company
- Salesperson Returned
- Is Pending
- Pending User Id
- Pending Date
- Pending Reason
- Pending Reactivation Date
- Approved
- Next Touch Type
- Next Touch Date
Action
Write
- Contact Group Member Id
  Required
- Contact Group Id
- Contact Id
- Create Date
- User Id
Action
Write
- Contact Id
  Required
- Company Id
- Gender
- Salutation
- First Name
- Middle Name
- Last Name
- Last Name Suffix
- Contact Name
- Nick Name
- Title
- Department
- Extension
- Direct Phone
- Direct Fax
- Mobile Phone
- Mobile Carrier
- Pager Phone
- Home Phone
- Work Email
- Other Email
- Birthday
- Anniversary
- Spouse Name
- Contact Type
- Mailing List
- Deleted
- Deleted Date
- User Id
- Createdate
- Mail Stop
- Letter Date
- Tax Code
- Notes
- Pager Pin
- View List Pricing
- Accepts Sms
- Declined Web
- Web Disclaimer
- Old Contact Id
- Contact Status
- Google Contact Id
- Ofdadelivery Contact
Action
Write
- Marketing Campaign Id
  Required
- Marketing Campaign Name
- Campaign Cost
- Track From
- Track To
- User Id
- Create Date
- Deleted
- Sync With Marketing
Action
Write
- Record Type
  Required
Action
Write
- Only return results where companyId is EQUAL to this value.
- Only return results where companyName is EQUAL to this value.
- Only return results where locationName is EQUAL to this value.
- Only return results where address is EQUAL to this value.
- Only return results where address2 is EQUAL to this value.
- Only return results where zipCodeId is EQUAL to this value.
- Only return results where extZip is EQUAL to this value.
- Only return results where mainPhone is EQUAL to this value.
- Only return results where mainFax is EQUAL to this value.
- Only return results where companyType is EQUAL to this value.
- Only return results where allSalespeople is EQUAL to this value.
- Only return results where salesTerritory is EQUAL to this value.
- Only return results where referredBy is EQUAL to this value.
- Only return results where status is EQUAL to this value.
- Only return results where numberOfEmployees is EQUAL to this value.
- Only return results where marketType is EQUAL to this value.
- Only return results where creditAmount is EQUAL to this value.
- Only return results where user1 is EQUAL to this value.
- Only return results where user2 is EQUAL to this value.
- Only return results where user3 is EQUAL to this value.
- Only return results where user4 is EQUAL to this value.
- Only return results where webSite is EQUAL to this value.
- Only return results where userId is EQUAL to this value.
- Only return results where deleted is EQUAL to this value.
- Only return results where sic is EQUAL to this value.
- Only return results where mailingAddress is EQUAL to this value.
- Only return results where mailingAddress2 is EQUAL to this value.
- Only return results where taxCode is EQUAL to this value.
- Only return results where updateUrl is EQUAL to this value.
- Only return results where defaultBillToAttention is EQUAL to this value.
- Only return results where defaultTerms is EQUAL to this value.
- Only return results where oldCompanyId is EQUAL to this value.
- Only return results where tollFree is EQUAL to this value.
- Only return results where ofdaenterpriseName is EQUAL to this value.
- Only return results where ofdaenterpriseCode is EQUAL to this value.
- Only return results where corporateDivisionId is EQUAL to this value.
- Only return results where latitude is EQUAL to this value.
- Only return results where longitude is EQUAL to this value.
- Only return results where defaultStattention is EQUAL to this value.
- Only return results where ofdatype is EQUAL to this value.
- Only return results where referenceContact is EQUAL to this value.
- Only return results where crossStreets is EQUAL to this value.
- Only return results where neighborhood is EQUAL to this value.
- Only return results where reportingMethod is EQUAL to this value.
- Only return results where qbtaxCode is EQUAL to this value.
- Only return results where qbtaxItem is EQUAL to this value.
- Only return results where resaleCertificate is EQUAL to this value.
- Only return results where posAreInternal is EQUAL to this value.
- Only return results where defaultDeliverToAttention is EQUAL to this value.
- Only return results where creditHoldBy is EQUAL to this value.
- Only return results where creditHoldReason is EQUAL to this value.
- Only return results where webCode is EQUAL to this value.
- Only return results where ofdausername is EQUAL to this value.
- Only return results where ofdabillAccount is EQUAL to this value.
- Only return results where ofdashipAccount is EQUAL to this value.
- Only return results where contractName is EQUAL to this value.
- Only return results where billName is EQUAL to this value.
- Only return results where orderName is EQUAL to this value.
- Only return results where transactionName is EQUAL to this value.
- Only return results where ofdadealerOrderContact is EQUAL to this value.
- Only return results where ofdashipServices is EQUAL to this value.
- Only return results where ofdaendUserAccount is EQUAL to this value.
- Only return results where ofdadealerAccount is EQUAL to this value.
- Only return results where schedulingEmail is EQUAL to this value.
- Only return results where verifiedCompanyName is EQUAL to this value.
- Only return results where verifiedAddress1 is EQUAL to this value.
- Only return results where verifiedAddress2 is EQUAL to this value.
- Only return results where verifiedCity is EQUAL to this value.
- Only return results where verifiedState is EQUAL to this value.
- Only return results where verifiedZipPlus4 is EQUAL to this value.
- Only return results where qbcurrency is EQUAL to this value.
Action
Search
- Only return results where contactGroupId is EQUAL to this value.
- Only return results where userId is EQUAL to this value.
- Only return results where groupName is EQUAL to this value.
Action
Search
- Only return results where followUpId is EQUAL to this value.
- Only return results where joinField is EQUAL to this value.
- Only return results where deliverImmediately is EQUAL to this value.
- Only return results where regarding is EQUAL to this value.
- Only return results where followUpType is EQUAL to this value.
- Only return results where type is EQUAL to this value.
- Only return results where createdBy is EQUAL to this value.
- Only return results where priority is EQUAL to this value.
Action
Search
- Only return results where projectId is EQUAL to this value.
- Only return results where companyId is EQUAL to this value.
- Only return results where userId is EQUAL to this value.
- Only return results where projectName is EQUAL to this value.
- Only return results where jobNumber is EQUAL to this value.
- Only return results where projectType is EQUAL to this value.
- Only return results where projectStatus is EQUAL to this value.
- Only return results where probabilityPercent is EQUAL to this value.
- Only return results where probability is EQUAL to this value.
- Only return results where approxValue is EQUAL to this value.
- Only return results where taxExempt is EQUAL to this value.
- Only return results where gsa is EQUAL to this value.
- Only return results where orderType is EQUAL to this value.
- Only return results where contractType is EQUAL to this value.
- Only return results where termsofSale is EQUAL to this value.
- Only return results where shipVia is EQUAL to this value.
- Only return results where confirmedWith is EQUAL to this value.
- Only return results where customerPo is EQUAL to this value.
- Only return results where completed is EQUAL to this value.
- Only return results where cancelled is EQUAL to this value.
- Only return results where cancelledBy is EQUAL to this value.
- Only return results where cancelledReason is EQUAL to this value.
- Only return results where collaborationProject is EQUAL to this value.
- Only return results where onInstallationCalendar is EQUAL to this value.
- Only return results where productTypes is EQUAL to this value.
- Only return results where customerType is EQUAL to this value.
- Only return results where userSubmitted is EQUAL to this value.
- Only return results where hotJobReason is EQUAL to this value.
- Only return results where hotJobAssignedBy is EQUAL to this value.
- Only return results where onHoldReason is EQUAL to this value.
- Only return results where onHoldBy is EQUAL to this value.
- Only return results where furnitureContact is EQUAL to this value.
- Only return results where architectContact is EQUAL to this value.
- Only return results where projectManager is EQUAL to this value.
- Only return results where vendorsOnProject is EQUAL to this value.
- Only return results where nextTouchType is EQUAL to this value.
- Only return results where jobNumExtended is EQUAL to this value.
- Only return results where oppNotes is EQUAL to this value.
- Only return results where salesStage is EQUAL to this value.
- Only return results where designer is EQUAL to this value.
Action
Search
- Only return results where salesLeadId is EQUAL to this value.
- Only return results where contactId is EQUAL to this value.
- Only return results where leadNumber is EQUAL to this value.
- Only return results where salesperson is EQUAL to this value.
- Only return results where type is EQUAL to this value.
- Only return results where referredBy is EQUAL to this value.
- Only return results where userId is EQUAL to this value.
- Only return results where interest is EQUAL to this value.
- Only return results where deleted is EQUAL to this value.
- Only return results where deletedBy is EQUAL to this value.
- Only return results where deletedReason is EQUAL to this value.
- Only return results where priority is EQUAL to this value.
- Only return results where nextEventType is EQUAL to this value.
- Only return results where nextEventregarding is EQUAL to this value.
- Only return results where nextFollowUpType is EQUAL to this value.
- Only return results where nextFollowUpRegarding is EQUAL to this value.
- Only return results where lastLetterName is EQUAL to this value.
- Only return results where status is EQUAL to this value.
- Only return results where probability is EQUAL to this value.
- Only return results where salespersonReturned is EQUAL to this value.
- Only return results where isPending is EQUAL to this value.
- Only return results where pendingReason is EQUAL to this value.
- Only return results where nextTouchType is EQUAL to this value.
Action
Search
New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Instant
Try It
New Customer
Triggers when you add a new customer.
Trigger
Instant
Try It
New Estimate
Triggers when you add a new estimate.
Trigger
Instant
Try It
- Days
  Required
Trigger
Polling
Try It
New Invoice
Triggers when you add a new invoice.
Trigger
Instant
Try It
New Credit Memo
Triggers when a new credit memo is created.
Trigger
Instant
Try It
New Journal Entry
Triggers when a new journal entry is created.
Trigger
Instant
Try It
New Product
Triggers when a new product is created.
Trigger
Instant
Try It
New Refund Receipt
Triggers when there is a new refund receipt.
Trigger
Instant
Try It
New Payment
Triggers when a payment is received (with line item support).
Trigger
Instant
Try It
New Sales Receipt
Triggers when a new sales receipt is added.
Trigger
Instant
Try It
Updated Bill
Triggers when a bill is updated.
Trigger
Instant
Try It
Updated Customer
Triggers when an existing customer is updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Instant
Try It
- Attachment Type
  Required
Action
Write
- Vendor
  Required
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Currency
- Exchange Rate
- Global_tax_calculation
- Description
- Amount
  Required
- Billable?
- Customer
- Class
- Account
  Required
- Tax_code
- AP Account
- Memo
Action
Write
- Deposit To Account
  Required
- Transaction Date
- Private Note
- Currency
- Exchange Rate
- Global Tax Calculation
- Department
- Transaction Source
- Transaction Location Type
- Amount
  Required
- Account
  Required
- Payment Method
- Description
- Transaction Type
- Entity
- Class
- Check Number
- Tax Code
- Tax Applicable On
- Cash Back Account
- Cash Back Amount
- Cash Back Memo
Action
Write
- Customer
  Required
- Email
- Send Later?
- Billing_address
- Credit_memo_date
- Credit_memo_number
- Auto Generate Credit Memo Number
- Class
- Amount
  Required
- 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
Action
Write
- Customer
  Required
- Number
- Line_amount
  Required
- 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
Action
Write
- Type
  Required
- Name
  Required
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- SKU
- Category
- Is Taxable?
Action
Write
- Info
- Customer
  Required
- 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
Action
Write
- Customer
  Required
- Total Amount
  Required
- Unapplied Amount
- Transaction Date
- Payment_method
- Payment Reference Number
- Deposit To Account
- Line_amount
- Line Linked Invoice
- Memo
Action
Write
- Refund_from
  Required
- Customer
- Email
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment_method
- Check_number
- Print Later?
- Product/Service
  Required
- Amount
  Required
- 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
Action
Write
- Info
- Invoice
  Required
- Email
Action
Write
- Time Activity Type
  Required
Action
Write
- Customer
  Required
- 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
Action
Write
- Invoice
  Required
- 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
Action
Write
- Purchase ID
  Required
- Vendor/Customer/Employee
- Payment Type
  Required
- 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 Type
  Required
Action
Write
- Select Vendor
  Required
- 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__line1
- Address__line2
- Address__city
- Address__state_code
- Address__country
- Address__zip_code
- Balance
Action
Write
- Vendor
  Required
- 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
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Type
  Required
- Id
  Required
Action
Search
- Estimate Id
- Doc Number
- Customer Name
- Transaction Date
- Total Amount
Action
Search
- WHERE Clause
  Required
Action
Search
- Id
  Required
Action
Search
- Info
- Purchase ID
- Document Number
- Vendor ID
- Vendor Name
- Transaction Date
- Total Amount
- Payment Type
Action
Search
- Info
- Invoice Number
- Invoice ID
- Invoice Date
- Due Date
Action
Search
- Name
  Required
Action
Search
- Info
- ID
- Display Name
- Primary Email Address
- Given Name
  Required
- Family Name
  Required
- 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
Action
Search or write
- Info
- Product Name
  Required
- SKU
- Type
  Required
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- Category
- Is Taxable?
Action
Search or write

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About e-manage|ONE

e-manage|ONE is a dealer business operating system for furniture companies across North America and Asia.

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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect e-manage|ONE and QuickBooks Online to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate QuickBooks Online on the Zapier blog

How to automate invoices with QuickBooks Online and Zapier

4 ways to automate QuickBooks Online

Make work flow with AI

Connect e-manage|ONE to QuickBooks Online on the world's largest no-code automation platform