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Choose a trigger
A trigger is the event that starts your Zap—like a "Appointment Accepted" from Eworks Manager.
Add your action
An action happens after the trigger—such as "Cancel Subscription" in Stripe.
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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.
- Appointment Accepted
Triggers when an appointment is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment Cancelled
Triggers when an appointment is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment Declined
Triggers when an appointment is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment on Route
Triggers when an appointment status changed to on route.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment Status Changed
Triggers when appointment status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Authorised
Triggers when an expense is authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Updated
Triggers when an expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Item Updated
Triggers when an item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Authorised
Triggers when a job is Authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Completed
Triggers when a job is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job on Hold
Triggers when a job status is changed to On Hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Rejected
Triggers when a lead is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Appointment
Triggers when a new job appointment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Item
Triggers when a new Item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Purchase Order Approved
Triggers when a purchase order is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Purchase Order Paid
Triggers when a purchase order is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Accepted
Triggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Updated
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer TypeRequired
- Customer NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Invoice DateRequired
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item CodeRequired
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Job Type
- Start DateRequired
- Complete ByRequired
- Short DescriptionRequired
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier NameRequired
- Customer Name
- Purchase DateRequired
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer NameRequired
- Full NameRequired
- AddressRequired
- Customer TypeRequired
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- 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- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
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- Checkout Session Completed
Triggers when a checkout session is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Payment Failed
Triggers when an invoice payment fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Subscription
Triggers when a customer is signed up for a new plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Item
Triggers when a new invoice item is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund
Triggers when a charge is refunded, including partial refunds.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Dispute
Triggers when a dispute is updated (usually with evidence).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Warning
- Payment IDRequired
- Payment Method ID
- Receipt_email
- Error on Requires Action?
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Warning
- AmountRequired
- CurrencyRequired
- Customer ID
- Payment Method ID
- Confirm Payment Immediately?
- Error on Requires Action?
- Off Session?
- Payment Description
- Receipt_email
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
- Statement_descriptor
- Statement_descriptor_suffix
- Metadata
- Capture_method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Price (in minor units, e.g. cents)Required
- CurrencyRequired
- Recurring or One time?
- Tax Behavior
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- ItemsRequired
- Collection_methodRequired
- Coupon ID
- Cancel at period end?
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Account Balance
Finds the account balance for your stripe account
ActionThis is an event a Zap performs.SearchFind existing data in your app - Stripe Charge IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer IDRequired
- Price ID
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Appointment Action Required
Triggers when an appointment status is action required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment Completed
Triggers when an appointment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment on Hold
Triggers when an appointment status is changed to on hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment on Site
Triggers when an appointment status is changed to on site.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Updated
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Paid
Triggers when an expense is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Cancelled
Triggers when an invoice is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Updated
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Action Required
Triggers when a job status is changed to Action Required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Cancelled
Triggers when a job is Cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job in Progress
Triggers when a job status is changed to In Progress.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Status Changed
Triggers when a job status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Authorised
Triggers when a lead is authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Updated
Triggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Job
Triggers when a new job 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 created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Supplier
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Purchase Order Updated
Triggers when a purchase order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Rejected
Triggers when a quote is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Updated
Triggers when a supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense NameRequired
- Net AmountRequired
- VAT AmountRequired
- Expense DateRequired
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost PriceRequired
- PriceRequired
- Item Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Company NameRequired
- Email AddressRequired
- TelephoneRequired
- Mobile
- Address
- City
- County
- Postcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Full NameRequired
- AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Supplier NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Item CodeRequired
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Cost PriceRequired
- PriceRequired
- Item 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- Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Failed Payment
Triggers when a payment attempt fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ignore payments intentsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Dispute
Triggers when a customer disputes a charge.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Status
- Collection_method
- Customer ID
- Subscription ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Updated Subscription
Triggers when a customer subscription has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModeRequired
- Price ID
- Quantity
- Success URLRequired
- Cancel URL
- Customer ID
- Customer Email
- Payment Method Types
- Currency
- Billing Address Collection
- Shipping Countries
- Allow Promotion Codes
- Automatic Tax Enabled
- Coupon ID
- Promotion Code ID
- Client Reference ID
- Expires At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer ID
- Description
- Quantity
- Unit Price
- Amount
- Include Tax In Price?
- Item Taxes
- Is Discountable?
- Item_coupons
- Supply Date - Start
- Supply Date - End
- Invoice Item Currency
- Price ID
- Invoice Item Subscription ID
- Tax_code
- Shipping_rate
- Invoice_coupons
- Default_tax_rates
- Payment Collection
- Due Date
- Days Until Due
- Turn On Automatic Collection?
- Default_payment_method
- Memo
- Footer
- Custom Fields
- Tax IDs
- PDF Page Size
- Shipping_details_instructions
- Shipping Details - Name
- Shipping Details - Phone
- Shipping Details - Address Line 1
- Shipping Details - Address Line 2
- Shipping Details - City
- Shipping Details - State
- Shipping Details - Postal Code
- Shipping Details - Country
- Subscription ID
- Automatic Tax Enabled?
- Invoice_currency
- Effective_at
- Payment_method_types
- Rendering - Amount Tax Display
- Statement_descriptor
- Pending Invoice Items Behavior
- Invoice Metadata
- Help_text_for_finalizing_sending_charging
- Finalize Invoice?
- Send Invoice for Manual Payment?
- Pay Invoice?
- Pay Invoice - Forgive
- Pay Invoice - Off-Session
- Pay Invoice - Paid Out of Band
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PriceRequired
- QuantityRequired
- Minimum adjustable quantity
- Maximum adjustable quantity
- Collect Tax Automatically?
- Allow Promotion Codes?
- Maximum number of times the link can be used
- Collect Customers' Addresses?
- Require customers to provide a phone number?
- Collect Tax ID?
- Create Invoice on Payment?
- Require customers to accept terms of service agreement?
- Confirmation Page
- Metadata
- Payment_method_types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Image
- Tax_code
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment LinkRequired
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.- Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find by
- QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Payment Intent IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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