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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 Contact" from Invoiced.

Add your action

An action happens after the trigger—such as "Clone Opportunity" in Spiro.

You’re connected!

Zapier seamlessly connects Invoiced and Spiro, 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 Contact
Triggers when a new contact is created.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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Invoice Paid in Full
Triggers when an invoice is paid in full.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Subscription
Triggers when a new subscription is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- Customer
  Required
- Notes
- Amount
  Required
- Currency
- Date
Action
Write

- Name
  Required
- Email Address
- Account Number
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Invoice Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
- Amount
  Required
- Currency
- Date
- Method
- Reference
- Notes
- Invoiced
- Type
- Amount
- Document Type
- Estimate
- Credit Note
Action
Write
- Customer
  Required
- Plan
  Required
- Quantity
- Billing Cycles
Action
Write
- Customer
  Required
- Name
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- Id
- Estimate #
Action
Search
- Name
- Account #
- Email Address
Action
Search
- Company Attributes
Trigger
Instant
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- Spiro Users
- Sales Stage
Trigger
Instant
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- Spiro Users
Trigger
Instant
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- Custom Entity Type
  Required
- Field Name
- Field Value
- Spiro Users
Trigger
Instant
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- Spiro Users
Trigger
Instant
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New User
Triggers when new user created.
Trigger
Instant
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- Spiro Users
Trigger
Instant
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- Custom Entity Type
  Required
- Trigger Attribute
  Required
- Trigger Value
  Required
- Spiro Users
Trigger
Instant
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- Field Name
- Field Value
Trigger
Instant
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- Ticket Attributes
Trigger
Instant
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- User Attributes
Trigger
Instant
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- Company ID
  Required
- Custom Entity
  Required
Action
Write
- Contact ID
  Required
- Custom Entity
  Required
Action
Write
- Custom Entity
  Required
Action
Write
- Company Name
  Required
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
Action
Write
- Opportunity ID
  Required
- Custom Entity
  Required
Action
Write
- Reminder Date
  Required
- Reminder
  Required
- Company Id
  Required
- Spiro User
- Remind Me
- Description
Action
Write
- Support Desk
  Required
- Spiro User
- Subject
  Required
- Email
  Required
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
Action
Write
- Subject
  Required
- Message
- Link
- Spiro User. Leave it blank to send the message to your account.
Action
Write
- Id
  Required
- Company Name
- Website
- Address
- City
- State
- Zipcode
- Region
- Country
- Phone
- Description
- Owner
- External Id
- Timezone
- Customer Status
- Tier
Action
Write
- Custom Entity
  Required
- Record ID
  Required
Action
Write
- Id
  Required
- Name
- Header Notes
- Footer Notes
- Expiration Date
- Quote Status
- Link To Document
- Most Recent Quote Date
- Spiro User
- Company ID
- Primary Contact ID
- Opportunity ID
Action
Write
- Company ID
  Required
- Order Budget
Action
Write
- Id
  Required
- Subject
- Description
- Priority
- Status
- Spiro User
- Contact ID
- Company ID
Action
Write
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Company ID
  Required
- Sales Stage
Action
Search
- Contact ID
- Contact Email
- Interaction type
- Number of interactions
Action
Search
- Custom List
  Required
- Lookup Column
  Required
- Lookup Value
  Required
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
- Full Name
  Required
- Email
- Phone
- Mobile Phone
- Description
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Timezone
- Spiro User
Action
Search or write
- Field to Search By
  Required
- Search Value
  Required
- Support Desk
  Required
- Spiro User
- Subject
  Required
- Email
  Required
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
Action
Search or write

New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
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New Estimate
Triggers when a new estimate is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Instant
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New Payment
Triggers when a new payment is created.
Trigger
Instant
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- Customer
  Required
- Name
  Required
- Email Address
- Phone Number
- SMS Enabled?
- Billing Contact?
- Title
- Department
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Estimate Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Notes
  Required
Action
Write
- Customer
  Required
- Quantity
- Item Name
- Description
- Unit Cost
- Item ID
Action
Write
- Customer
  Required
- Name
  Required
- Action
  Required
- Due Date
Action
Write
- Id
- Credit Note #
Action
Search
- Id
- Invoice #
Action
Search
- Name
  Required
- Account Number
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Search or write
- Contact Attributes
Trigger
Instant
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New Company
Triggers when new company created.
Trigger
Instant
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New Contact
Triggers when new contact is created.
Trigger
Instant
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- Spiro Users
Trigger
Instant
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New Ticket
Triggers when new ticket created.
Trigger
Instant
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- Spiro Users
- Opportunity Attributes
Trigger
Instant
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- Custom Entity Type
  Required
- Trigger Attribute
  Required
- Trigger Value
  Required
- Spiro Users
Trigger
Instant
Try It
- Custom Entity Type
  Required
- Trigger Attribute
  Required
- Trigger Value
  Required
- Spiro Users
Trigger
Instant
Try It
- Field Name
- Field Value
Trigger
Instant
Try It
- Entity Name
  Required
- Field Name
- Field Value
- Spiro Users
Trigger
Instant
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- Opportunity ID
  Required
- Relations to Clone
- Name
- Sales Stage
- Amount
- Close Date
- Company ID
Action
Write
- Company Name
  Required
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
- Timezone
- Customer Status
- Tier
- Owner
Action
Write
- Full Name
  Required
- Email
- Phone
- Mobile Phone
- Description
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Timezone
- Spiro User
Action
Write
- Spiro User
- Subject
  Required
- Contact ID
- Ticket ID
- Email
  Required
- Type
  Required
- Custom Activity Type
- Disposition
- Interaction Date
- Description
- Users to Mention
- Full Name
- Company Name
- Phone
- Mobile Phone
Action
Write
- Full Name
  Required
- Email
- Company Name
- Company Address
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Region
- Website
- Description
- Opportunity Name
- Amount
- Phone
- Mobile Phone
- Title
- Sales Stage Name
- Close Date
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
Action
Write
- Reminder Date
  Required
- Reminder
  Required
- Email
  Required
- Contact Id
- Spiro User
- Remind Me
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
Action
Write
- Reminder Date
  Required
- Reminder
  Required
- Opportunity Id
  Required
- Spiro User
- Remind Me
- Description
Action
Write
- Ticket ID
  Required
- Custom Entity
  Required
Action
Write
- Resource Type
  Required
- Resource Id
  Required
- Fields
  Required
Action
Write
- Id
  Required
- Full Name
- Email
- Phone
- Mobile Phone
- Title
- Description
- Owner
- Campaigns
- External Id
- Company Id
- Timezone
Action
Write
- Id
  Required
- Opportunity Name
- Sales Stage
- Amount
- Close Date
- Description
- Priority
- Spiro User
- External Id
- Company ID
- Forecast Value
Action
Write
- Id
  Required
- Reminder
- Reminder Date
- Description
Action
Write
- Custom Entity (Section)
  Required
- Record ID
  Required
Action
Write
- User ID
  Required
- First Name
- Last Name
- Title
- Phone
- Country
- Currency
- Email Client
- Role
- Manager
- Group
- Is Admin?
Action
Write
- Company ID
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Custom List
  Required
- Lookup Column
  Required
- Lookup Value
  Required
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
Action
Search
- Opportunity ID
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
- Company Name
  Required
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
- Timezone
- Customer Status
- Tier
- Owner
Action
Search or write
- Field to Search By
  Required
- Search Value
  Required
- Company Name
  Required
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Invoiced and Spiro to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Invoiced to Spiro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Invoiced

Invoiced is autopilot for accounts receivable.

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Related categories

Accounting

About Spiro

Spiro is an AI-Powered CRM that learns your sales process to increase effectiveness and deliver more accurate business insights.