Joblogic + Salesforce
Add new Joblogic customers as Salesforce contacts
Do you store customers in Joblogic, but don't like the hassle of manually entering them into other systems? This Zapier template will automatically add new customer data from Joblogic into your Salesforce account.
Do you store customers in Joblogic, but don't like the hassle of manually entering them into other systems? This Zapier template will automatically add new customer data from Joblogic into your Salesforce account.
- When this happens...
List Customers (Beta)Triggers when a new customer is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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Customer IdRequired
Site IdRequired
Job IdRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomer Auto Id
Site Auto Id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDate 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 planQuote 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 Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
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.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
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 planList 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 planCustomer Auto Id
Site Auto Id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList 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 planList 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 planQuote 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 Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
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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