Firm360 Integrations

Name: Zapier
Availability: InStock

Do more with Firm360 integrations

Zapier lets you connect Firm360 with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Microsoft SharePoint

Microsoft, Team Collaboration

Jotform

Forms & Surveys

Mailchimp

Marketing Automation

Airtable

Databases

Google Sheets

Google, Spreadsheets

Stripe

Payment Processing

pdfFiller

Documents

Blink

Team Collaboration

monday.com

Project Management

Microsoft SharePoint

Microsoft, Team Collaboration

Jotform

Forms & Surveys

Mailchimp

Marketing Automation

Airtable

Databases

Google Sheets

Google, Spreadsheets

Stripe

Payment Processing

Microsoft SharePoint

Microsoft, Team Collaboration

Jotform

Forms & Surveys

Mailchimp

Marketing Automation

Airtable

Databases

Google Sheets

Google, Spreadsheets

Stripe

Payment Processing

pdfFiller

Documents

Blink

Team Collaboration

monday.com

Project Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Firm360 integrations with Zapier's templates

Create clients and recurring projects in Firm360 from newly accepted Ignition proposals
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Ignition + Firm360
Send Slack channel messages for newly updated Firm360 clients
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Firm360 + Slack
Add new Stripe customers as Firm360 clients
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Stripe + Firm360
Add new Firm360 clients as Xero contacts
Premium
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Firm360 + Xero
Add new Firm360 clients to Mailchimp
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Firm360 + Mailchimp
Update Google Sheets rows when Firm360 projects are modified
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Firm360 + Google Sheets

Create clients and recurring projects in Firm360 from newly accepted Ignition proposals

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Ignition + Firm360

Send Slack channel messages for newly updated Firm360 clients

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Firm360 + Slack

Add new Stripe customers as Firm360 clients

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Stripe + Firm360

Add new Firm360 clients as Xero contacts

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Firm360 + Xero

Add new Firm360 clients to Mailchimp

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Firm360 + Mailchimp

Update Google Sheets rows when Firm360 projects are modified

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Firm360 + Google Sheets

Create and manage new or updated Firm360 clients in Ignition efficiently

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Firm360 + Ignition

Update Notion items when projects in Firm360 are updated

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Firm360 + Notion

Update tasks in LeadConnector when projects get updated in Firm360

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Firm360 + LeadConnector

Update Airtable records when projects in Firm360 get updated

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Firm360 + Airtable

Update Airtable records every time projects in Firm360 are updated

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Firm360 + Airtable

Create and manage new or updated Firm360 clients in Ignition efficiently
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Firm360 + Ignition
Update Notion items when projects in Firm360 are updated
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Firm360 + Notion
Update tasks in LeadConnector when projects get updated in Firm360
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Firm360 + LeadConnector
Update Airtable records when projects in Firm360 get updated
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Firm360 + Airtable
Update Airtable records every time projects in Firm360 are updated
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Firm360 + Airtable

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.

Client Added or Updated
Triggers when client is added or updated.
Trigger
Polling
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- Name
  Required
- Number
- Entity Type
  Required
- Partner In Charge
  Required
- Manager
- Bookkeeper
- Terms
  Required
- Status
  Required
- Tax ID
  Required
- Tags
- State Tax ID
- Notes
- Registration Date
- Industry
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Invoice Delivery Method
- CapitalizationPolicy
- Accounting Basis
- Communication Preference
- Delivery Method
- Location
- Parent Billing Client
- Fiscal Year End
- Referred By
- Custom Fields
Action
Write
- Name
  Required
- Client
  Required
- Project Template
  Required
- Assigned To
- Status
  Required
Action
Write
- Number
- Name
Action
Search
- Client
- Name
Action
Search

- Number
- Name
  Required
- Entity Type
  Required
- Partner In Charge
  Required
- Manager
- Bookkeeper
- Terms
  Required
- Status
  Required
- Tax ID
  Required
- Tags
- State Tax ID
- Notes
- Registration Date
- Industry
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Invoice Delivery Method
- CapitalizationPolicy
- Accounting Basis
- Communication Preference
- Delivery Method
- Location
- Parent Billing Client
- Fiscal Year End
- Referred By
- Custom Fields
Action
Search or write
- Client
  Required
- Name
  Required
- Project Template
  Required
- Assigned To
- Status
  Required
Action
Search or write

Project Updated
Triggers when project is created or status is changed.
Trigger
Polling
Try It
- Client
  Required
- Salutation
- First Name
  Required
- Middle Name
- Last Name
  Required
- Nickname
- Title
- Notes
- Date of Birth
- Email
  Required
- Tax ID
  Required
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact Type
  Required
- Primary Contact Flag
  Required
- Spouse Contact Flag
  Required
Action
Write
- Name
  Required
- Client
  Required
- Project Template
  Required
- Assigned To
- Recurring Type
  Required
- Next Date
  Required
Action
Write
- Email
  Required
- Client
  Required
Action
Search
- Client
- Name
Action
Search
- Email
  Required
- Client
  Required
- Salutation
- First Name
  Required
- Middle Name
- Last Name
  Required
- Nickname
- Title
- Notes
- Date of Birth
- Tax ID
  Required
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact Type
  Required
- Primary Contact Flag
  Required
- Spouse Contact Flag
  Required
Action
Search or write
- Client
  Required
- Name
  Required
- Project Template
  Required
- Assigned To
- Recurring Type
  Required
- Next Date
  Required
Action
Search or write

Firm360 Help & Support

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About Firm360

Firm360 is an all-in-one practice management system for accounting firms.

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Related categories

Accounting

Firm360 Integrations

Do more with Firm360 integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Firm360 integrations with Zapier's templates

Create clients and recurring projects in Firm360 from newly accepted Ignition proposals

Send Slack channel messages for newly updated Firm360 clients