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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Bill" from Qoyod.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Qoyod and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Bill
Triggers when a bill is created
Trigger
Polling
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New Customer
Triggers when a new customer is created
Trigger
Polling
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New Invoice
triggers when a new invoice is created
Trigger
Polling
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New Product
New Product is created
Trigger
Polling
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New Purchase Order
Triggers when a new Purchase Order is created
Trigger
Polling
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New Receipt
Triggers when a receipt is created
Trigger
Polling
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New Task
Triggers when a new task is created
Trigger
Polling
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- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product Id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due date
  Required
- Customer id
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive
  Required
- Receipt Reference
  Required
- Receipt Amount
  Required
- Receipt Date
  Required
- Account ID
  Required
Action
Write
- Description
- Issue Date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
Action
Write
- Reference
  Required
- Name
  Required
- description
- Due on
- Status
- Private
  Required
- User
Action
Write
- Reference
  Required
- Amount
  Required
- Date
  Required
- Contact ID
- Kind
  Required
- Account ID
  Required
Action
Write
- Name
  Required
- Organization
- Website
- Phone Number
- Primary Email
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Write
- Product ID
- Product SKU
Action
Search
- Name
  Required
- Phone Number
- Primary Email
- Organization
- Website
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Search or write
- Name
  Required
- Phone Number
- Primary Email
- Organization
- Website
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Credit Note
Triggered when a new credit note is created
Trigger
Polling
Try It
New Debit Note
Trigger when a new debit note is created
Trigger
Polling
Try It
New Manual Journal Entry
Triggers when a Manual Journal Entry is created
Trigger
Polling
Try It
New Project
Triggers when a new project is created
Trigger
Polling
Try It
New Quotation
Triggers when a new quotation is created
Trigger
Polling
Try It
New Stock Change
Lists all recently changed products
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is created
Trigger
Polling
Try It
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product Id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
- Receipt Reference
  Required
- Receipt Amount
  Required
- Receipt Date
  Required
- Account ID
  Required
Action
Write
- Name
  Required
- Organization
- Website
- Phone Number
- Primary Email
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Product ID
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
  Required
- Date
  Required
- debit
  Required
- credit
  Required
- Comment
- Account id
  Required
Action
Write
- SKU
  Required
- Arabic Name
  Required
- English Name
  Required
- Tax
  Required
- Category
- Unit
- Description
- Barcode
- Tracked Product?
  Required
- Purchasable?
  Required
- Purchase Price
- Purchase Account ID
- Sellable?
  Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
Action
Write
- Description
- Issue Date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Product ID
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
Action
Write
- Reference
  Required
- Name
  Required
- Description
- Due on
- Status
  Required
- Private
  Required
- Priority
- User
- Project
Action
Write
- Customer Name
- Phone Number
- email
Action
Search
- Name
  Required
- Phone Number
- Email
Action
Search
- Product ID
- SKU
  Required
- Arabic Name
  Required
- English Name
  Required
- Tax
  Required
- Category
- Unit
- Description
- Barcode
- Tracked Product?
  Required
- Purchasable?
  Required
- Purchase Price
- Purchase Account ID
- Sellable?
  Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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

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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.

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About Qoyod

Qoyod is an accounting tool focused on supporting small and medium size businesses

HelpHelp

Related categories

Accounting

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

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