Connect FacturaDirecta to Redtail CRM and automate any workflow
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Quickly connect FacturaDirecta to Redtail CRM with a Zapier template.
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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.
- CompanyRequired
- Type
Try It- CompanyRequired
- Customer ID
- Find Customer By Email
- Find Customer By FiscalId
- NameRequired
- Surname
- Email
- Phone
- Fiscal Id
- Is final customer
- Address
- City
- Region/State
- Zip Code
- Country
- External ID
- Create as draft
- Series
- Created Date
- Due Date
- Visible notes
- Internal notes
- Tags
- PDF Template
- Currency
- Line Total Decimals
- Invoice total
- Taxes Included
- Auto calculate taxes
- Mark as paid
- Bank
- Payment method
- Send document
- Include facturae
- Generate PDF
- Generate Facturae
- Product SKU
- Description
- Quantity
- Unit Price
- Amount
- Tax Codes
- Tax Name
- Tax Rate
- Discount Rate
- Tax amount
- Shipping Item
- Shipping Amount
- Shipping Description
- Shipping Tax Codes
- Shipping Tax Name
- Shipping Tax Rate. (Ex: 0.21)
- Shipping Discount Rate. (Ex: 0.05)
- Shipping Tax Amount
- Rates Base 100
- Activity Created
Triggers when a new activity is created in your database.
Try It - Activity Updated
Triggers when an activity is updated in your database.
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- CompanyRequired
- Find Customer By Email
- NameRequired
- Surname
- Email
- Phone
- Fiscal Id
- Is final customer
- Address
- City
- Region/State
- Zip Code
- Country
- CompanyRequired
- Invoice IdRequired
- Bank Id
- Bank
- Amount
- Activity Deleted
Triggers when an activity is deleted in your database.
Try It - Contact Created
Triggers when a new contact is created in your database.
Try It