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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client
Triggers when a new client is added.
Try It - New Invoice
Triggers when a new invoice is added.
Try It - New Work Order
Triggers when a new work order is added.
Try It - Expense TitleRequired
- Expense_category_idRequired
- Expense_dateRequired
- Expense_amountRequired
- Description
- Reimburse_id
- Payment_mode_id
- Reference_no
- Job_or_client
- Is_tax_included
- Tax_id
- New Expense
Triggers when a new expense is added.
Try It - New Lead
Triggers when a new lead is added.
Try It - Salutation
- FirstnameRequired
- Lastname
- Company
- Client_type
- Leadid
- Website
- Is_client_tax_exempt
- Tax_exemption_number
- Billing_street
- Billing_street2
- Billing_country
- Billing_state_id
- Billing_city
- Billing_zip
- Pa_same_as_ba
- Property_tenant_email
- Property_tenant_phone
- Property_tenant_phone_code
- Property_tenant_name
- Property_street
- Property_street2
- Property_country
- Property_state_id
- Property_city
- Property_zip
- Gate_code
- Lockbox_code
- Pcode
- Pvalue
- Ptype
- Pis_primary
- Evalue
- Etype
- Eis_primary
- Salutation
- First_nameRequired
- Last_name
- Title
- Description
- Source
- Company
- Website
- Address
- Address_2
- Country
- State
- City
- Zip
- Tags
- Assigned
- Is_public
- Pvalue
- Pis_primary
- Pcode
- Evalue
- Eis_primary