QuickBooks Online + Teamwork
Create task comments in Teamwork for new payments in QuickBooks Online
Easily streamline your financial and project management operations with this workflow. When a new payment is recorded in QuickBooks Online, it instantly creates a task comment in Teamwork, ensuring your team is immediately updated about the company's financial status. This integration seamlessly bridges your monetary transactions with project tasks, enhancing your financial tracking efficiency.
Easily streamline your financial and project management operations with this workflow. When a new payment is recorded in QuickBooks Online, it instantly creates a task comment in Teamwork, ensuring your team is immediately updated about the company's financial status. This integration seamlessly bridges your monetary transactions with project tasks, enhancing your financial tracking efficiency.
- When this happens...
New PaymentTriggers when a payment is received (with line item support).
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Task CommentCreates a new task comment.
ActionWriteCreate a new record or update an existing record in your app.
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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 Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
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 Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
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 Line 1
Address Line 2
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 appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
ID
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
ID
Display Name
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Product Name
SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Product Name
SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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 Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
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 foundSearch 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 Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
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 foundFull NameRequired
Phone
Email
Website
Address Line 1
Address Line 2
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
Calendar Event Reminder
Triggered when a calendar event reminder is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Column
Triggered when you add a new column.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggered when you add a new company.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File
Triggered when you add a new file.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Link
Triggered when you add a new link.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message Reply
Triggered when you add a new message reply.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notebook
Triggered when you add a new notebook.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggered when you add a new project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Risk
Triggered when you add a new risk.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status
Triggered when you add a new status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task List
Triggered when you add a new task list.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time Entry
Triggered when you add a new time entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TitleRequired
Description
All Day
StartRequired
EndRequired
Where
Attendees
Event Type
Privacy TypeRequired
Show as Busy
Project
Notify All Attendees
Who should be notified?
Attendees Can Edit
Project Users Can Edit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ExpenseRequired
Description
DateRequired
CostRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
FileRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Invoice No./IDRequired
PO Number
Description
Issue DateRequired
Fixed Price
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
LinkRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
BodyRequired
Category
Attach Existing File
Attach New File
File Name for New File
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Post as Another User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
MilestoneRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
ContentRequired
Category
Send Notification to Self
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Add Selected Users to this ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
StatusRequired
Notify Everyone in Owner Company?
Who should be notified?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Task ListRequired
ContentRequired
Description
Start Date
Due Date
Who is responsible?
Notify
Create as Another User
Private to Owner Company?
Who can see it?
Priority
Board Column
Workflow
Stage
Tags
Attach Existing File
Attach New File
File Name for New File
Desk Ticket ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Start Date and TimeRequired
Duration HoursRequired
Duration MinutesRequired
Description
Who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
Content
Description
Start Date
Due Date
Who is responsible?
Notify
Private to Owner Company?
Who can see it?
Priority
Board Column
Workflow
Stage
Tags
Attach Existing File
Attach New File
File Name for New File
Desk Ticket ID
Allow Update to Completed Task
Fire Webhooks after Update
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow IDRequired
Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ProjectRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
FileRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
LinkRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
TitleRequired
BodyRequired
Category
Attach Existing File
Attach New File
File Name for New File
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Post as Another User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
TitleRequired
Description
When is this due?Required
Who is responsible?Required
Notify
Private to Owner Company?
Who can see it?
Reminder
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTitleRequired
ProjectRequired
Description
ContentRequired
Category
Send Notification to Self
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Description
Add Selected Users to this Project
Project Owner
Company
Name of New Company to Create
Start Date
End Date
Category
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
Task List
TaskRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
Task ListRequired
ContentRequired
Description
Start Date
Due Date
Who is responsible?
Notify
Create as Another User
Private to Owner Company?
Who can see it?
Priority
Board Column
Workflow
Stage
Tags
Attach Existing File
Attach New File
File Name for New File
Desk Ticket ID
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
New Bank Transaction
Triggers 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 Line 1
Address Line 2
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 appEstimate Id
Doc Number
Customer Name
Transaction Date
Total Amount
ActionThis is an event a Zap performs.SearchFind existing data in your appWHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
Invoice Number
Invoice ID
Invoice Date
Due Date
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 foundInfo
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 foundNew Calendar Event
Triggered when you add a new calendar event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Card
Triggered when you add a new card.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Comment
Triggered when you add a new comment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggered when you add a new expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message
Triggered when you add a new message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Milestone
Triggered when you add a new milestone.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggered when you add a new person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Stage
Triggered when you add a new stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggered when you add a new task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task List TemplateRequired
ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
File NameRequired
FileRequired
Display Name
Description
Category Name
Private
Notify
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
LinkRequired
Open in New Window?
Width
Height
Category
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
MessageRequired
BodyRequired
Who should be notified?
Post as Another User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
When is this due?Required
Who is responsible?Required
Notify
Private to Owner Company?
Who can see it?
Reminder
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
NotebookRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
First NameRequired
Last NameRequired
EmailRequired
User TypeRequired
Private Notes
Send Invite
Send Invite With Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Add Selected Users to this Project
Project Owner
Company
Name of New Company to Create
Start Date
End Date
Category
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow IDRequired
NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
TaskRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
Task List
TaskRequired
Start Date and TimeRequired
Duration HoursRequired
Duration MinutesRequired
Description
Who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
TitleRequired
Description
All Day
StartRequired
EndRequired
Where
Attendees
Event Type
Privacy TypeRequired
Show as Busy
Project
Notify All Attendees
Who should be notified?
Attendees Can Edit
Project Users Can Edit
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
File NameRequired
FileRequired
Display Name
Description
Category Name
Private
Notify
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTitleRequired
ProjectRequired
Description
LinkRequired
Open in New Window?
Width
Height
Category
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
MilestoneRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
NotebookRequired
Add CommentRequired
Content Type
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
CompanyRequired
First NameRequired
Last NameRequired
EmailRequired
User TypeRequired
Private Notes
Send Invite
Send Invite With Message
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkflow IDRequired
Search ForRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
ProjectRequired
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
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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