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Joblogic
Joblogic
1. Choose trigger event
QuickBooks Online
QuickBooks Online
2. Choose action
1. Select the event
Setup
Test
Joblogic
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "List Asset (Beta)" from Joblogic.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects Joblogic 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.
- Customer IdRequired
- Site IdRequired
- Job IdRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Customer Auto Id
- Site Auto Id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Date RaisedRequired
- Raised By IdsRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- List Site (Beta)
Triggers when there's a new site.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Quote Unique IdRequired
- Approved By User Id
- Order Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Unique IdRequired
- Site Contact Level Ids
- Customer Contact Level Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Line Unique IDRequired
- Complete DateRequired
- Set Job Complete?
- Add Job Line
- Completed By User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Unique IdRequired
- First Warning Message
- First Warning Show
- Second Warning Message
- Second Warning Show
- Third Warning Message
- Third Warning Show
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- Site Unique IdRequired
- Equipment Class
- DescriptionRequired
- Number
- Notes
- Make
- Model
- Location
- Serial Number
- Installation Date
- Labour Warranty Expiry Date
- Asset Warranty Expiry Date
- Estimated Replacement Date
- QuantityRequired
- Reference Number
- Is Suspended
- Equipment Library
- QR Code
- Contain Refrigerant
- Total Charge
- Gas Type
- Budget Replacement Cost
- Asset Condition Unique Id
- System Id
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConditionRequired
- Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Auto IdRequired
- Raised By User IdRequired
- Credit Reason
- Line DescriptionRequired
- Line PricePerUnitRequired
- Line QuantityRequired
- Line Tax Code Unique IdRequired
- Line Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Auto IdRequired
- DescriptionRequired
- Price Per Unit
- Quantity
- Tax Code IdRequired
- Nominal Code Unique Id
- Discount Amount
- Discount Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- Customer Unique IdRequired
- Site Unique IdRequired
- DescriptionRequired
- StatusRequired
- Job TypeRequired
- Job Category
- Priority Level
- Order Number
- Reference Number
- Date LoggedRequired
- Preferred Appointment Date
- Target Completion Date
- Date Complete
- Tags
- Contact First Name
- Contact Last Name
- Contact Telephone
- Contact Email
- Contact Position
- Trade
- Owner User Id
- Next Contact Date
- Is Require Approval
- Quoted Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- Description
- Nominal Code Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- NumberRequired
- DescriptionRequired
- QuantityRequired
- Unit Of Measure
- Price Per UnitRequired
- Sell Per Unit
- Make
- Model
- Part Reference
- Part Library IdRequired
- Part Category Unique Id
- Tax Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier Unique IdRequired
- Job Unique IdRequired
- Account NumberRequired
- Estimated Delivery Date
- Delivery Address TypeRequired
- Delivery Name
- Delivery Address 1
- Delivery Address 2
- Delivery Address 3
- Delivery Address 4
- Delivery Postcode
- Delivery Telephone
- Reference Number
- Tags
- Line DescriptionRequired
- Line QuantityRequired
- Line Price Per UnitRequired
- Line TaxRateRequired
- Line Part Unique Id
- Line Number
- Line DiscountRequired
- Line Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Site IdRequired
- Contact
- Telephone
- Email Address
- Parent Job Id
- Job TypeRequired
- Job Category
- Assigned To User IdRequired
- Title
- DescriptionRequired
- Reference
- Priority Level
- Source Unique Id
- Trade Unique Id
- Chance Of Sale
- Expiry Date
- Sale Date
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Unique IdRequired
- Sub Contractor Unique IdRequired
- Account NumberRequired
- Estimated Completion Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
- Price Per UnitRequired
- DescriptionRequired
- Tax Code Unique IdRequired
- Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- NameRequired
- Address 1
- Address 2
- Address 3
- Address 4
- Postcode
- Account Number
- Reference Number
- Part Library ID
- Contact First Name
- Contact Last Name
- Contact Primary Telephone
- Contact Secondary Telephone
- Contact Email
- Contact Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- Value
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Area unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Class Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nominal Code Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Category Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Item Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report Auto IdRequired
- Mark As Passed To Accounts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Class Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Credit Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Engineer Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Payment Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Category Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique Id of PriorityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subcontractor Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Item Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique Id of TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote Uniqiue IdRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Keyword
- Include Inactive
- Include Contact Level
- Page Number
- OrderBy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Keyword
- Include Inactive
- Page Number
- OrderBy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- KeywordRequired
- Include Inactive
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Job Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Reports
- Only Include Favourite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Site Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Subcontractor Purchase Order
- PO Status
- Completion Status
- Date Raised StartRequired
- Date Raised End
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Auto IdRequired
- Date RaisedRequired
- Date DueRequired
- Order Number
- Account Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Category Unique IdRequired
- DescriptionRequired
- Background Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique idRequired
- Account NumberRequired
- Estimated Delivery Date
- Reference Number
- Additional Instructions
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subcontractor Purchase Order Unique IdRequired
- Subcontractor Unique IdRequired
- Account NumberRequired
- Estimated Completion Date
- Additional Instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IDRequired
- Supplier Unique IdRequired
- Supplier NameRequired
- Address1
- Address2
- Address3
- Address4
- Postcode
- Account Number
- Reference Number
- Part Library Id
- Contact First Name
- Contact Last Name
- Contact Primary Telephone
- Contact Secondary Telephone
- Contact Email
- Contact Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Unique IdRequired
- Equipment Class
- DescriptionRequired
- Number
- Notes
- Make
- Model
- Location
- Serial Number
- Installation Date
- Labour Warranty Expiry Date
- Asset Warranty Expiry Date
- QuantityRequired
- Reference Number
- Is Suspended
- Tags
- Equipment Library
- QR Code
- Estimated Replacement Date
- Contain Refrigerant
- Total Charge
- Gas Type
- Budget Replacement Cost
- Asset Condition Unique Id
- System Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Condition Unique IdRequired
- Condition
- Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Engineer Auto IdRequired
- Gas Registration Number
- Electrical Registration Number
- Oil Registration Number
- Fgas Registration Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Unique IdRequired
- First Name
- Last Name
- Telephone
- Email
- Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Unique IdRequired
- Customer Name
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Customer Type
- Reference Number
- Tags
- Account Number
- VAT Number
- Account Manager
- Enable Billing Address
- Billing Name
- Billing Address1
- Billing Address2
- Billing Address3
- Billing Address4
- Billing Postcode
- Billing Telephone
- Billing Email Address
- Billing Account Number
- Invoice Payment Due
- Invoice Payment Term
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Auto IdRequired
- Date Raised
- Date Due
- Order Number
- Account Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment Unique IdRequired
- Payment Date
- Payment Amount
- Payment Type
- Nominal Code UniqueId
- Payment Notes
- Payment Type Other Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Category Unique IdRequired
- Description
- Background Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
- Code
- Description
- Nominal Code Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Category Unique IdRequired
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique idRequired
- Account Number
- Estimated Delivery Date
- Reference Number
- Additional Instructions
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IdRequired
- Date LoggedRequired
- Job TypeRequired
- Job Category
- Assigned To User IdRequired
- Title
- DescriptionRequired
- Reference
- Priority Level
- Source Unique Id
- Trade Unique Id
- Chance Of Sale
- Expiry Date
- Sale Date
- Tags
- Next Contact Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Unique IdRequired
- Site NameRequired
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Region
- Reference Number
- Tags
- Enable Billing Address
- Billing Name
- Billing Address1
- Billing Address2
- Billing Address3
- Billing Address4
- Billing Postcode
- Billing Telephone
- Billing Email Address
- Billing Account Number
- Account Number
- Account Manager
- Order Number
- Site Type Unique Id
- Preferred Engineer Id
- Selling Rate Id
- Parent Site Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subcontractor Purchase Order Unique IdRequired
- Subcontractor Unique Id
- Account Number
- Estimated Completion Date
- Additional Instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Line Unique IdRequired
- Price Per Unit
- Description
- Tax Code Unique Id
- Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External Id
- Supplier Unique IdRequired
- Supplier Name
- Address 1
- Address 2
- Address 3
- Address 4
- Postcode
- Account Number
- Reference Number
- Part Library ID
- Contact First Name
- Contact Last Name
- Contact Primary Telephone
- Contact Secondary Telephone
- Contact Email
- Contact Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
- Code
- Value
- Description
- IsDefault
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Bank TransactionTriggers when a new bank transaction is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Customer
Triggers when you add a new customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Estimate
Triggers when you add a new estimate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Credit Memo
Triggers when a new credit memo is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Journal Entry
Triggers when a new journal entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund Receipt
Triggers when there is a new refund receipt.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment
Triggers when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Sales Receipt
Triggers when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Bill
Triggers when a bill is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Customer
Triggers when an existing customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Attachment TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Currency
- Exchange Rate
- Global_tax_calculation
- Description
- AmountRequired
- Billable?
- Customer
- Class
- AccountRequired
- Tax_code
- AP Account
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deposit To AccountRequired
- Transaction Date
- Private Note
- Currency
- Exchange Rate
- Global Tax Calculation
- Department
- Transaction Source
- Transaction Location Type
- AmountRequired
- AccountRequired
- Payment Method
- Description
- Transaction Type
- Entity
- Class
- Check Number
- Tax Code
- Tax Applicable On
- Cash Back Account
- Cash Back Amount
- Cash Back Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Email
- Send Later?
- Billing_address
- Credit_memo_date
- Credit_memo_number
- Auto Generate Credit Memo Number
- Class
- AmountRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Number
- Line_amountRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- NameRequired
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- SKU
- Category
- Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- CustomerRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Total AmountRequired
- Unapplied Amount
- Transaction Date
- Payment_method
- Payment Reference Number
- Deposit To Account
- Line_amount
- Line Linked Invoice
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Refund_fromRequired
- Customer
- Email
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment_method
- Check_number
- Print Later?
- Product/ServiceRequired
- AmountRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- InvoiceRequired
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase IDRequired
- Vendor/Customer/Employee
- Payment TypeRequired
- 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 TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select VendorRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- 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
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.- TypeRequired
- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Estimate Id
- Doc Number
- Customer Name
- Transaction Date
- Total Amount
ActionThis is an event a Zap performs.SearchFind existing data in your app- WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Purchase ID
- Document Number
- Vendor ID
- Vendor Name
- Transaction Date
- Total Amount
- Payment Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Invoice Number
- Invoice ID
- Invoice Date
- Due Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- ID
- Display Name
- Primary Email Address
- Given NameRequired
- Family NameRequired
- 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
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- Info
- Product NameRequired
- SKU
- TypeRequired
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- Category
- Is Taxable?
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
- List Contacts (Beta)
Triggers when there's a new contact.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Invoice (Beta)
Triggers when a new invoice ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Part (Beta)
Triggers when a new part is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Customer Auto Id
- Site Auto Id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- List Supplier (Beta)
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Customers (Beta)
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Quote Unique IdRequired
- Site Contact Level Ids
- Customer Contact Level Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote Uniqiue IdRequired
- Reason
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
- Delivery DateRequired
- Set Job as Part To Fit
- Pass Dicount
- Delivered By UserId
- Quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity Unique IdRequired
- Entity TypeRequired
- Is Primary
- First NameRequired
- Last Name
- Telephone
- Email
- Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- Customer NameRequired
- Address 1
- Address 2
- Address 3
- Address 4
- Postcode
- Telephone
- Customer Type
- Reference Number
- Contact First Name
- Contact Last Name
- Contact Telephone
- Contact Email
- Contact Position
- Tags
- Account Number
- VAT Number
- Account Manager
- Enable Billing Address
- Billing Name
- Billing Address1
- Billing Address2
- Billing Address3
- Billing Address4
- Billing Postcode
- Billing Telephone
- Billing Email Address
- Billing Account Number
- Invoice Payment Due
- Invoice Payment Term
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IdRequired
- Tag
- Raised By User Id
- DescriptionRequired
- Price Per Unit
- Quantity
- Tax Code IdRequired
- Nominal Code Id
- Discount Amount
- Discount Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
- Payment DateRequired
- Payment AmountRequired
- Payment TypeRequired
- Nominal Code UniqueId
- Payment Notes
- Payment Type Other Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Background ColorRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EntityIdRequired
- Entity TypeRequired
- Note TextRequired
- Date Added
- IsPrivate
- Attachment Link
- Attachments Name
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IdRequired
- DescriptionRequired
- QuantityRequired
- Price Per UnitRequired
- Tax Rate
- Part Unique Id
- Number
- Discount
- Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- Customer Unique IdRequired
- Site NameRequired
- Address 1
- Address 2
- Address 3
- Address 4
- Postcode
- Telephone
- Region
- Reference Number
- Contact First Name
- Contact Last Name
- Contact Telephone
- Contact Email
- Contact Position
- Tags
- Enable Billing Address
- Billing Name
- Billing Address1
- Billing Address2
- Billing Address3
- Billing Address4
- Billing Postcode
- Billing Telephone
- Billing Email Address
- Billing Account Number
- Account Number
- Account Manager
- Order Number
- Site Type Unique Id
- Preferred Engineer Id
- Selling Rate Id
- Parent Site Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Email AddressRequired
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Account Number
- Tax Code Unique Id
- IsSendPO
- Subcontractor Template Unique Id
- Trade Unique Ids
- Area Unique Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique IdRequired
- Attachment
- File Name
- Invoice NumberRequired
- Invoice DateRequired
- Reference Number
- Invoice Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique IdRequired
- Price Per UnitRequired
- Line Item DescriptionRequired
- Tax Code Unique IdRequired
- Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IdRequired
- Base64 File
- File Name
- Invoice NumberRequired
- Invoice DateRequired
- Tax Rate
- Amount
- Discount
- Type
- Nominal Code
- Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- Site Unique Id
- Equipment Class
- Description
- Number
- Notes
- Make
- Model
- Location
- Serial Number
- Installation Date
- Labour Warranty Expiry Date
- Asset Warranty Expiry Date
- Estimated Replacement Date
- Quantity
- Reference Number
- Is Suspended
- Equipment Library
- QR Code
- Contain Refrigerant
- Total Charge
- Gas Type
- Budget Replacement Cost
- Asset Condition
- System Id
- Tags
- Action TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Condition Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact level unique IdRequired
- Entity IdRequired
- Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Line IdRequired
- Invoice idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Category Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subcontractor PO Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Line Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tax Code Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Area Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Condition Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity Unique IdRequired
- Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Credit Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Export IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Category Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nominal Code Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Staff Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tax Code Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Visit Auto IdRequired
- Include Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote Unique IdRequired
- Reverted By User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Credit
- Start Date
- End Date
- Customer Auto Id
- Site Auto Id
- Job Auto Id
- PPM Contract Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Keyword
- Tag Unique Ids
- Start Date
- End Date
- Customer Auto Id
- Site Auto Id
- Job Auto Id
- PPM Contract Id
- Exclude Invoice Id
- Payment Statuses
- Get Summary
- Include Standard Invoices
- Include PPM Invoices
- Include Customer Grouped Invoices
- Include SOR Invoices
- Include Related Job Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Purchase Orders
- PO Type
- Date Raised Start DateRequired
- Date Raised End Date
- PO Status
- Delivery Status
- Invoice Status
- Tag Unique Id
- Owner Unique Id
- Raised By Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- KeywordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Subcontractor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search TaskRequired
- Include Inactive
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Condition Unique IdRequired
- ConditionRequired
- Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment Unique IdRequired
- Payment DateRequired
- Payment AmountRequired
- Payment TypeRequired
- Nominal Code UniqueId
- Payment Notes
- Payment Type Other Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
- DescriptionRequired
- QuantityRequired
- Price Per UnitRequired
- Tax Rate
- Part Unique Id
- Number
- Discount
- Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
- NameRequired
- EmailAddressRequired
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Account Number
- IsActive
- TaxCodeId
- IsSendPO
- Subcontractor TemplateId
- TradeI ds
- Area Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
- Line Item DescriptionRequired
- Tax Code Unique IdRequired
- Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Area Unique IdRequired
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Class Unique IdRequired
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Unique IdRequired
- Equipment Class
- Description
- Number
- Notes
- Make
- Model
- Location
- Serial Number
- Installation Date
- Labour Warranty Expiry Date
- Quantity
- Reference Number
- Is Suspended
- Tags
- Equipment Library
- QR Code
- Estimated Replacement Date
- Budget Replacement Cost
- Asset Condition Unique Id
- System Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Unique IdRequired
- First NameRequired
- Last Name
- Telephone
- Email
- Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Unique IdRequired
- Customer NameRequired
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Customer Type
- Reference Number
- Tags
- Account Number
- VAT Number
- Account Manager
- Enable Billing Address
- Billing Name
- Billing Address1
- Billing Address2
- Billing Address3
- Billing Address4
- Billing Postcode
- Billing Telephone
- Billing Email Address
- Billing Account Number
- Invoice Payment Due
- Invoice Payment Term
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Line Auto IdRequired
- Invoice Auto IdRequired
- DescriptionRequired
- Price Per Unit
- Quantity
- Tax Code IdRequired
- Nominal Code Id
- Discount Amount
- Discount Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Unique IdRequired
- DescriptionRequired
- StatusRequired
- Job TypeRequired
- Job Category
- Priority Level
- Order Number
- Reference Number
- Date LoggedRequired
- Preferred Appointment Date
- Target Completion Date
- Date Complete
- Next Contact Date
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Unique idRequired
- Description
- Status
- Job Type
- Job Category
- Priority Level
- Order Number
- Reference Number
- Date Logged
- Preferred Appointment Date
- Target Completion Date
- Date Complete
- Tags
- Next Contact Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Unique IdRequired
- NumberRequired
- DescriptionRequired
- QuantityRequired
- Unit Of Measure
- Price Per UnitRequired
- Sell Per Unit
- Make
- Model
- Part Reference
- Part Library Id
- Part Category Unique Id
- Tax Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Unique IdRequired
- Part Number
- Part Description
- Quantity
- Unit Of Measure
- Price Per Unit
- Sell Per Unit
- Make
- Model
- Part Reference
- Part Library Auto Id
- Part Category Unique Id
- Tax Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
- Description
- Quantity
- Price Per Unit
- Tax Rate
- Part Unique Id
- Number
- Discount
- Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote idRequired
- Date Logged
- Job TypeRequired
- Assigned To User IdRequired
- Job CategoryRequired
- Title
- Description
- Custom Reference
- Source IdRequired
- Priority LevelRequired
- Trade IdRequired
- Expiry Date
- Sale DateRequired
- Next Contact Date
- Chance Of SaleRequired
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Unique IdRequired
- Site Name
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Region
- Reference Number
- Tags
- Enable Billing Address
- Billing Name
- Billing Address1
- Billing Address2
- Billing Address3
- Billing Address4
- Billing Postcode
- Billing Telephone
- Billing Email Address
- Billing Account Number
- Account Number
- Account Manager
- Order Number
- Site Type Unique Id
- Preferred Engineer Id
- Selling Rate Id
- Parent Site Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
- Name
- Email Address
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Account Number
- Is Active
- Tax Code Unique Id
- IsSendPO
- Subcontractor Template Unique Id
- Trade Unique Ids
- Area Unique Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
- Attachment
- File Name
- Invoice NumberRequired
- Invoice DateRequired
- Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
- Line Item Description
- Tax Code Unique Id
- Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IdRequired
- Base64 File
- File Name
- Invoice NumberRequired
- Invoice DateRequired
- Tax Rate
- Amount
- Discount
- Nominal Code
- Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Account
Triggers when you add a new account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Emailed
Triggers when an estimate is emailed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Emailed
Triggers when an invoice is emailed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Bill Payment
Triggers when a new bill paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deposit
Triggers when a there is a new deposit.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Paid Invoice
Triggers when the balance of an invoice becomes zero.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Time Entry
Triggers when a new time entry 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 added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Supplier Credit
Triggers when a new supplier credit is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Credit Memo
Triggers when a credit memo is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Estimate
Triggers when an existed estimate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Vendor
Triggers when a new vendor is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - VendorRequired
- Bill Number
- Line_item
- Line_description
- AmountRequired
- Qty
- Unit Price
- Line_class
- AP Account
- Customer
- Due_date
- Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Global_tax_calculation
- Product/Service
- Description
- Qty
- Rate
- AmountRequired
- Billable?
- Customer
- Line_class
- Tax_code
- AP Account
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primary Email Address
- Given NameRequired
- Family NameRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payee_typeRequired
- Payment_typeRequired
- Bank/Credit AccountRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Journal Date
- Journal_number
- Auto Generate Journal Entry Number
- AccountRequired
- Debit_amountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- AccountRequired
- Credit_amountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange_rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line_amountRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Purchase Order Status
- Mailing_address
- Shipping_address
- Purchase Order Date
- Ship Via
- Purchase Order Number
- PO Email
- Account
- Description
- Amount
- Customer
- Class
- Product/ServiceRequired
- Description
- QuantityRequired
- Rate
- AmountRequired
- Customer
- Class
- Your Message to Vendor
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales_receiptRequired
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Bill IDRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IDRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ItemRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Receipt IDRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Company__name
- Vendor__1099
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- ID
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- ID
- Display Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Product Name
- SKU
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Product Name
- SKU
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Full NameRequired
- 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
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- Search ByRequired
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line_amountRequired
- 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
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- Full NameRequired
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Company__name
- Vendor__1099
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
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Connect Joblogic and QuickBooks Online 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.
Learn how to automate QuickBooks Online on the Zapier blog
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