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Choose a Trigger
Choose an Action
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Joblogic
Joblogic
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
Joblogic
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "List Asset (Beta)" from Joblogic.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
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Zapier seamlessly connects Joblogic and Xero, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Customer IdRequired
- Site IdRequired
- Job IdRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Customer Auto Id
- Site Auto Id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Date RaisedRequired
- Raised By IdsRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- List Site (Beta)
Triggers when there's a new site.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Quote Unique IdRequired
- Approved By User Id
- Order Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Unique IdRequired
- Site Contact Level Ids
- Customer Contact Level Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Line Unique IDRequired
- Complete DateRequired
- Set Job Complete?
- Add Job Line
- Completed By User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Unique IdRequired
- First Warning Message
- First Warning Show
- Second Warning Message
- Second Warning Show
- Third Warning Message
- Third Warning Show
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- Site Unique IdRequired
- Equipment Class
- DescriptionRequired
- Number
- Notes
- Make
- Model
- Location
- Serial Number
- Installation Date
- Labour Warranty Expiry Date
- Asset Warranty Expiry Date
- Estimated Replacement Date
- QuantityRequired
- Reference Number
- Is Suspended
- Equipment Library
- QR Code
- Contain Refrigerant
- Total Charge
- Gas Type
- Budget Replacement Cost
- Asset Condition Unique Id
- System Id
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConditionRequired
- Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Auto IdRequired
- Raised By User IdRequired
- Credit Reason
- Line DescriptionRequired
- Line PricePerUnitRequired
- Line QuantityRequired
- Line Tax Code Unique IdRequired
- Line Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Auto IdRequired
- DescriptionRequired
- Price Per Unit
- Quantity
- Tax Code IdRequired
- Nominal Code Unique Id
- Discount Amount
- Discount Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- Customer Unique IdRequired
- Site Unique IdRequired
- DescriptionRequired
- StatusRequired
- Job TypeRequired
- Job Category
- Priority Level
- Order Number
- Reference Number
- Date LoggedRequired
- Preferred Appointment Date
- Target Completion Date
- Date Complete
- Tags
- Contact First Name
- Contact Last Name
- Contact Telephone
- Contact Email
- Contact Position
- Trade
- Owner User Id
- Next Contact Date
- Is Require Approval
- Quoted Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- Description
- Nominal Code Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- NumberRequired
- DescriptionRequired
- QuantityRequired
- Unit Of Measure
- Price Per UnitRequired
- Sell Per Unit
- Make
- Model
- Part Reference
- Part Library IdRequired
- Part Category Unique Id
- Tax Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier Unique IdRequired
- Job Unique IdRequired
- Account NumberRequired
- Estimated Delivery Date
- Delivery Address TypeRequired
- Delivery Name
- Delivery Address 1
- Delivery Address 2
- Delivery Address 3
- Delivery Address 4
- Delivery Postcode
- Delivery Telephone
- Reference Number
- Tags
- Line DescriptionRequired
- Line QuantityRequired
- Line Price Per UnitRequired
- Line TaxRateRequired
- Line Part Unique Id
- Line Number
- Line DiscountRequired
- Line Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Site IdRequired
- Contact
- Telephone
- Email Address
- Parent Job Id
- Job TypeRequired
- Job Category
- Assigned To User IdRequired
- Title
- DescriptionRequired
- Reference
- Priority Level
- Source Unique Id
- Trade Unique Id
- Chance Of Sale
- Expiry Date
- Sale Date
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Unique IdRequired
- Sub Contractor Unique IdRequired
- Account NumberRequired
- Estimated Completion Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
- Price Per UnitRequired
- DescriptionRequired
- Tax Code Unique IdRequired
- Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- NameRequired
- Address 1
- Address 2
- Address 3
- Address 4
- Postcode
- Account Number
- Reference Number
- Part Library ID
- Contact First Name
- Contact Last Name
- Contact Primary Telephone
- Contact Secondary Telephone
- Contact Email
- Contact Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- Value
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Area unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Class Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nominal Code Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Category Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Item Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report Auto IdRequired
- Mark As Passed To Accounts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Class Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Credit Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Engineer Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Payment Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Category Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique Id of PriorityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subcontractor Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Item Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique Id of TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote Uniqiue IdRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Keyword
- Include Inactive
- Include Contact Level
- Page Number
- OrderBy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Keyword
- Include Inactive
- Page Number
- OrderBy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- KeywordRequired
- Include Inactive
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Job Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Reports
- Only Include Favourite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Site Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Subcontractor Purchase Order
- PO Status
- Completion Status
- Date Raised StartRequired
- Date Raised End
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Auto IdRequired
- Date RaisedRequired
- Date DueRequired
- Order Number
- Account Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Category Unique IdRequired
- DescriptionRequired
- Background Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique idRequired
- Account NumberRequired
- Estimated Delivery Date
- Reference Number
- Additional Instructions
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subcontractor Purchase Order Unique IdRequired
- Subcontractor Unique IdRequired
- Account NumberRequired
- Estimated Completion Date
- Additional Instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IDRequired
- Supplier Unique IdRequired
- Supplier NameRequired
- Address1
- Address2
- Address3
- Address4
- Postcode
- Account Number
- Reference Number
- Part Library Id
- Contact First Name
- Contact Last Name
- Contact Primary Telephone
- Contact Secondary Telephone
- Contact Email
- Contact Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Unique IdRequired
- Equipment Class
- DescriptionRequired
- Number
- Notes
- Make
- Model
- Location
- Serial Number
- Installation Date
- Labour Warranty Expiry Date
- Asset Warranty Expiry Date
- QuantityRequired
- Reference Number
- Is Suspended
- Tags
- Equipment Library
- QR Code
- Estimated Replacement Date
- Contain Refrigerant
- Total Charge
- Gas Type
- Budget Replacement Cost
- Asset Condition Unique Id
- System Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Condition Unique IdRequired
- Condition
- Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Engineer Auto IdRequired
- Gas Registration Number
- Electrical Registration Number
- Oil Registration Number
- Fgas Registration Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Unique IdRequired
- First Name
- Last Name
- Telephone
- Email
- Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Unique IdRequired
- Customer Name
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Customer Type
- Reference Number
- Tags
- Account Number
- VAT Number
- Account Manager
- Enable Billing Address
- Billing Name
- Billing Address1
- Billing Address2
- Billing Address3
- Billing Address4
- Billing Postcode
- Billing Telephone
- Billing Email Address
- Billing Account Number
- Invoice Payment Due
- Invoice Payment Term
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Auto IdRequired
- Date Raised
- Date Due
- Order Number
- Account Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment Unique IdRequired
- Payment Date
- Payment Amount
- Payment Type
- Nominal Code UniqueId
- Payment Notes
- Payment Type Other Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Category Unique IdRequired
- Description
- Background Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
- Code
- Description
- Nominal Code Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Category Unique IdRequired
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique idRequired
- Account Number
- Estimated Delivery Date
- Reference Number
- Additional Instructions
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IdRequired
- Date LoggedRequired
- Job TypeRequired
- Job Category
- Assigned To User IdRequired
- Title
- DescriptionRequired
- Reference
- Priority Level
- Source Unique Id
- Trade Unique Id
- Chance Of Sale
- Expiry Date
- Sale Date
- Tags
- Next Contact Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Unique IdRequired
- Site NameRequired
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Region
- Reference Number
- Tags
- Enable Billing Address
- Billing Name
- Billing Address1
- Billing Address2
- Billing Address3
- Billing Address4
- Billing Postcode
- Billing Telephone
- Billing Email Address
- Billing Account Number
- Account Number
- Account Manager
- Order Number
- Site Type Unique Id
- Preferred Engineer Id
- Selling Rate Id
- Parent Site Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subcontractor Purchase Order Unique IdRequired
- Subcontractor Unique Id
- Account Number
- Estimated Completion Date
- Additional Instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Line Unique IdRequired
- Price Per Unit
- Description
- Tax Code Unique Id
- Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External Id
- Supplier Unique IdRequired
- Supplier Name
- Address 1
- Address 2
- Address 3
- Address 4
- Postcode
- Account Number
- Reference Number
- Part Library ID
- Contact First Name
- Contact Last Name
- Contact Primary Telephone
- Contact Secondary Telephone
- Contact Email
- Contact Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
- Code
- Value
- Description
- IsDefault
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Status
- Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Report TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Project State
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Quote Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- Invoice IDRequired
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- CodeRequired
- NameRequired
- TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Email_address
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact Number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Repeated Invoice Schedule
- Invoice Creation: Frequency TypeRequired
- Invoice Creation: Frequency (Period)Required
- Due Date Type: Payment TermsRequired
- Set Due Dates (Days)Required
- Start Date:Required
- End Date
- StatusRequired
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Purchase OrderRequired
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- Invoice_idRequired
- Contact
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Invoice_number
- Line_amount_types
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.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Invoice IDRequired
- Include PDF File
- Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- List Contacts (Beta)
Triggers when there's a new contact.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Invoice (Beta)
Triggers when a new invoice ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Part (Beta)
Triggers when a new part is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Customer Auto Id
- Site Auto Id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- List Supplier (Beta)
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Customers (Beta)
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Quote Unique IdRequired
- Site Contact Level Ids
- Customer Contact Level Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote Uniqiue IdRequired
- Reason
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
- Delivery DateRequired
- Set Job as Part To Fit
- Pass Dicount
- Delivered By UserId
- Quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity Unique IdRequired
- Entity TypeRequired
- Is Primary
- First NameRequired
- Last Name
- Telephone
- Email
- Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- Customer NameRequired
- Address 1
- Address 2
- Address 3
- Address 4
- Postcode
- Telephone
- Customer Type
- Reference Number
- Contact First Name
- Contact Last Name
- Contact Telephone
- Contact Email
- Contact Position
- Tags
- Account Number
- VAT Number
- Account Manager
- Enable Billing Address
- Billing Name
- Billing Address1
- Billing Address2
- Billing Address3
- Billing Address4
- Billing Postcode
- Billing Telephone
- Billing Email Address
- Billing Account Number
- Invoice Payment Due
- Invoice Payment Term
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job IdRequired
- Tag
- Raised By User Id
- DescriptionRequired
- Price Per Unit
- Quantity
- Tax Code IdRequired
- Nominal Code Id
- Discount Amount
- Discount Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
- Payment DateRequired
- Payment AmountRequired
- Payment TypeRequired
- Nominal Code UniqueId
- Payment Notes
- Payment Type Other Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Background ColorRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EntityIdRequired
- Entity TypeRequired
- Note TextRequired
- Date Added
- IsPrivate
- Attachment Link
- Attachments Name
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IdRequired
- DescriptionRequired
- QuantityRequired
- Price Per UnitRequired
- Tax Rate
- Part Unique Id
- Number
- Discount
- Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- Customer Unique IdRequired
- Site NameRequired
- Address 1
- Address 2
- Address 3
- Address 4
- Postcode
- Telephone
- Region
- Reference Number
- Contact First Name
- Contact Last Name
- Contact Telephone
- Contact Email
- Contact Position
- Tags
- Enable Billing Address
- Billing Name
- Billing Address1
- Billing Address2
- Billing Address3
- Billing Address4
- Billing Postcode
- Billing Telephone
- Billing Email Address
- Billing Account Number
- Account Number
- Account Manager
- Order Number
- Site Type Unique Id
- Preferred Engineer Id
- Selling Rate Id
- Parent Site Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Email AddressRequired
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Account Number
- Tax Code Unique Id
- IsSendPO
- Subcontractor Template Unique Id
- Trade Unique Ids
- Area Unique Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique IdRequired
- Attachment
- File Name
- Invoice NumberRequired
- Invoice DateRequired
- Reference Number
- Invoice Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique IdRequired
- Price Per UnitRequired
- Line Item DescriptionRequired
- Tax Code Unique IdRequired
- Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IdRequired
- Base64 File
- File Name
- Invoice NumberRequired
- Invoice DateRequired
- Tax Rate
- Amount
- Discount
- Type
- Nominal Code
- Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IdRequired
- Site Unique Id
- Equipment Class
- Description
- Number
- Notes
- Make
- Model
- Location
- Serial Number
- Installation Date
- Labour Warranty Expiry Date
- Asset Warranty Expiry Date
- Estimated Replacement Date
- Quantity
- Reference Number
- Is Suspended
- Equipment Library
- QR Code
- Contain Refrigerant
- Total Charge
- Gas Type
- Budget Replacement Cost
- Asset Condition
- System Id
- Tags
- Action TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Condition Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact level unique IdRequired
- Entity IdRequired
- Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Line IdRequired
- Invoice idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Category Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subcontractor PO Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Line Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier Unique idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tax Code Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Area Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Condition Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity Unique IdRequired
- Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Credit Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Export IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Category Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nominal Code Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Auto IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Type Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Staff Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tax Code Unique IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Visit Auto IdRequired
- Include Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote Unique IdRequired
- Reverted By User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Credit
- Start Date
- End Date
- Customer Auto Id
- Site Auto Id
- Job Auto Id
- PPM Contract Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Keyword
- Tag Unique Ids
- Start Date
- End Date
- Customer Auto Id
- Site Auto Id
- Job Auto Id
- PPM Contract Id
- Exclude Invoice Id
- Payment Statuses
- Get Summary
- Include Standard Invoices
- Include PPM Invoices
- Include Customer Grouped Invoices
- Include SOR Invoices
- Include Related Job Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Purchase Orders
- PO Type
- Date Raised Start DateRequired
- Date Raised End Date
- PO Status
- Delivery Status
- Invoice Status
- Tag Unique Id
- Owner Unique Id
- Raised By Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- KeywordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Subcontractor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search TaskRequired
- Include Inactive
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Condition Unique IdRequired
- ConditionRequired
- Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment Unique IdRequired
- Payment DateRequired
- Payment AmountRequired
- Payment TypeRequired
- Nominal Code UniqueId
- Payment Notes
- Payment Type Other Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
- DescriptionRequired
- QuantityRequired
- Price Per UnitRequired
- Tax Rate
- Part Unique Id
- Number
- Discount
- Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
- NameRequired
- EmailAddressRequired
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Account Number
- IsActive
- TaxCodeId
- IsSendPO
- Subcontractor TemplateId
- TradeI ds
- Area Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
- Line Item DescriptionRequired
- Tax Code Unique IdRequired
- Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Area Unique IdRequired
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Class Unique IdRequired
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Unique IdRequired
- Equipment Class
- Description
- Number
- Notes
- Make
- Model
- Location
- Serial Number
- Installation Date
- Labour Warranty Expiry Date
- Quantity
- Reference Number
- Is Suspended
- Tags
- Equipment Library
- QR Code
- Estimated Replacement Date
- Budget Replacement Cost
- Asset Condition Unique Id
- System Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Unique IdRequired
- First NameRequired
- Last Name
- Telephone
- Email
- Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Unique IdRequired
- Customer NameRequired
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Customer Type
- Reference Number
- Tags
- Account Number
- VAT Number
- Account Manager
- Enable Billing Address
- Billing Name
- Billing Address1
- Billing Address2
- Billing Address3
- Billing Address4
- Billing Postcode
- Billing Telephone
- Billing Email Address
- Billing Account Number
- Invoice Payment Due
- Invoice Payment Term
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Line Auto IdRequired
- Invoice Auto IdRequired
- DescriptionRequired
- Price Per Unit
- Quantity
- Tax Code IdRequired
- Nominal Code Id
- Discount Amount
- Discount Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Unique IdRequired
- DescriptionRequired
- StatusRequired
- Job TypeRequired
- Job Category
- Priority Level
- Order Number
- Reference Number
- Date LoggedRequired
- Preferred Appointment Date
- Target Completion Date
- Date Complete
- Next Contact Date
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Unique idRequired
- Description
- Status
- Job Type
- Job Category
- Priority Level
- Order Number
- Reference Number
- Date Logged
- Preferred Appointment Date
- Target Completion Date
- Date Complete
- Tags
- Next Contact Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Unique IdRequired
- NumberRequired
- DescriptionRequired
- QuantityRequired
- Unit Of Measure
- Price Per UnitRequired
- Sell Per Unit
- Make
- Model
- Part Reference
- Part Library Id
- Part Category Unique Id
- Tax Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Part Unique IdRequired
- Part Number
- Part Description
- Quantity
- Unit Of Measure
- Price Per Unit
- Sell Per Unit
- Make
- Model
- Part Reference
- Part Library Auto Id
- Part Category Unique Id
- Tax Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
- Description
- Quantity
- Price Per Unit
- Tax Rate
- Part Unique Id
- Number
- Discount
- Nominal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote idRequired
- Date Logged
- Job TypeRequired
- Assigned To User IdRequired
- Job CategoryRequired
- Title
- Description
- Custom Reference
- Source IdRequired
- Priority LevelRequired
- Trade IdRequired
- Expiry Date
- Sale DateRequired
- Next Contact Date
- Chance Of SaleRequired
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site Unique IdRequired
- Site Name
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Region
- Reference Number
- Tags
- Enable Billing Address
- Billing Name
- Billing Address1
- Billing Address2
- Billing Address3
- Billing Address4
- Billing Postcode
- Billing Telephone
- Billing Email Address
- Billing Account Number
- Account Number
- Account Manager
- Order Number
- Site Type Unique Id
- Preferred Engineer Id
- Selling Rate Id
- Parent Site Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique IdRequired
- Name
- Email Address
- Address1
- Address2
- Address3
- Address4
- Postcode
- Telephone
- Account Number
- Is Active
- Tax Code Unique Id
- IsSendPO
- Subcontractor Template Unique Id
- Trade Unique Ids
- Area Unique Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice Unique IdRequired
- Attachment
- File Name
- Invoice NumberRequired
- Invoice DateRequired
- Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line Unique IdRequired
- Line Item Description
- Tax Code Unique Id
- Nominal Code Unique Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IdRequired
- Base64 File
- File Name
- Invoice NumberRequired
- Invoice DateRequired
- Tax Rate
- Amount
- Discount
- Nominal Code
- Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Days_overdueRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Trigger_info
- OrganizationRequired
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Purchase Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Status
- Change
- Contact
- Trigger_preference
- Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Item CodeRequired
- NameRequired
- Description
- Is SoldRequired
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is PurchasedRequired
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is TrackedRequired
- Inventory Asset Account
- Cost of Goods Sold Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Transaction_typeRequired
- ContactRequired
- Bank AccountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact NameRequired
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Warning_message
- Credit Note IDRequired
- Allocation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- First NameRequired
- Middle Names
- Last NameRequired
- Date of BirthRequired
- Title
- EmailRequired
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Email_address
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Reference
- Line_items_type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency_rate
- AmountRequired
- Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery_date
- Order Number
- Reference
- Theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- EmployeeRequired
- First NameRequired
- Middle Names
- Last NameRequired
- Date of BirthRequired
- Title
- EmailRequired
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Quote IDRequired
- Quote Number
- Status
- ContactRequired
- Date
- Expiry
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Resource typeRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Contact NameRequired
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
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
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Joblogic and Xero to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Xero on the Zapier blog
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Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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