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Frequently Asked Questions about HubSpot + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and QuickBooks Online
What is required to set up the integration between HubSpot and QuickBooks Online?
To set up the integration, you need active accounts for both HubSpot and QuickBooks Online. You'll also need to authorize access between the two platforms through our system to enable communication. Ensure both platforms have the appropriate permissions enabled for data synchronization.
How does information flow between HubSpot and QuickBooks Online after integration?
Once integrated, specific triggers in HubSpot, such as new contacts or deals, can initiate actions in QuickBooks Online, like creating new customers or generating invoices. The synchronization is customizable based on your business needs.
Can I customize which data gets shared between HubSpot and QuickBooks Online?
Yes, you can customize the integration by selecting which triggers in HubSpot will lead to actions in QuickBooks Online. You determine whether only certain fields are updated or if all information related to an event is synchronized.
Are there limitations to what data can be synchronized between HubSpot and QuickBooks Online?
There are some limitations; not all data types can be synced due to platform restrictions. For instance, while customer details and invoice data can be synchronized, complex transactional data might require additional configuration.
How often does data sync occur between HubSpot and QuickBooks Online?
The frequency of data synchronization depends on how you configure your settings. It can be set to real-time updates or scheduled at intervals such as hourly or daily, depending on your preferences and business needs.
What should I do if there’s a synchronization error?
In case of a synchronization error, check the integration settings first. Ensure that both platforms have valid authentication credentials. Our help documentation provides troubleshooting steps specific to common error codes encountered during syncing.
Is it possible to disconnect HubSpot from QuickBooks Online after setting it up?
Yes, you can disconnect at any time through our dashboard interface. Simply navigate to your integrations tab and select 'disconnect.' This action will stop any further data sync until reconnected.
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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.
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Contact ListRequired
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Contact ListRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- ChannelRequired
- Message ContentRequired
- When
- Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Note
- NameRequired
- Company
- Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Workflow NameRequired
- Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Blog URLRequired
- Blog AuthorRequired
- Article StateRequired
- Blog Post URLRequired
- NameRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Contact ListRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Note
- Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
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- Type of Custom ObjectRequired
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- Note
- Additional properties to retrieve
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- Note
- Additional properties to retrieve
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 Account
Triggers when you add a new account.
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 Expense
Triggers when a new expense is added.
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 Invoice Paid
Triggers when an invoice is paid in full. (Balance changes to zero)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new product is created.
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 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
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Currency
- 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.- Customer
- Contact's EmailRequired
- 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
- Line_class
- Message_displayed_on_credit_memo
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Bill 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.- Type
- NameRequired
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- SKU
- Task CategoryRequired
- Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Auto Generate Credit Memo Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Helptext_line_amount
- Line_amountRequired
- Line_item_tax_code
- Class
- Add Bundle Item to invoice?
- Message displayed on estimate
- Memo
- 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 Cost
- 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.- Customer
- Total AmountRequired
- Unapplied Amount
- Transaction Date
- Payment_method
- Payment Reference Number
- Deposit To Account
- Line_amountRequired
- 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
- Contact's EmailRequired
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment_method
- Check_number
- Print Later?
- Product/Service
- AmountRequired
- Service_date
- Description
- Quantity
- Rate
- Tax
- Class
- Message_displayed_on_refund_receipt
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- InvoiceRequired
- Contact's EmailRequired
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
- Family NameRequired
- Suffix
- Display_name
- 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
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Auto Generate Credit Memo Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Line_amountRequired
- Line_item_tax_code
- Class
- Message displayed on estimate
- Memo
- 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 Cost
- Deposit
- Class
- Department
- Location
- Currency
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
- Ship Date
- Info
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Discount Percent
- Total Amount
- Print Status
- Email Status
- Payment Reference Number
- Deposit To AccountRequired
- 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.- VendorRequired
- Transaction Date
- Purchase Order 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.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Message ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type
- Line ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Company IDRequired
- Display Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- NameRequired
- SKU
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Company IDRequired
- 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 found- Info
- NameRequired
- SKU
- Type
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- Task CategoryRequired
- 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 found
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Blog UrlRequired
- Article StateRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Property NameRequired
- Properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Property NameRequired
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Halt task if any associations error occurred
- Type
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Contact's EmailRequired
- Event IDRequired
- Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- FormRequired
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- FilenameRequired
- Access levelRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Message ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner emailRequired
- Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner IdRequired
- Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- NameRequired
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- Note
- Additional properties to retrieve
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- Note
- NameRequired
- Note
- Company
- Contact
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- Note
- Additional properties to retrieve
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- Note
- Additional properties to retrieve
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 Bill
Triggers when a new bill is added.
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 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 Journal Entry
Triggers when a new journal entry 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 Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - 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. - 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
- Line_item
- Line_description
- Qty
- Unit Price
- 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.- NameRequired
- Display_name
- Title
- First Name
- Middle name
- Family NameRequired
- Company
- Contact's EmailRequired
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- 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
- 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.- Payment Date
- Journal_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
- Contact's EmailRequired
- Send Later?
- Memo
- Message displayed on estimate
- Line_amountRequired
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Credit Memo Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- 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
- Status
- Mailing_address
- Shipping_address
- Payment Date
- Ship Via
- Purchase Order Number
- PO Email
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Memo
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales_receiptRequired
- Contact's EmailRequired
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
- Ship Date
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- 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.- Product/Service
- 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.- NameRequired
- Phone
- Contact's EmailRequired
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
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.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Company IDRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Bill Number
- Invoice ID
- Invoice Date
- Due Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- NameRequired
- SKU
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- NameRequired
- Display_name
- Title
- First Name
- Middle name
- Family NameRequired
- Company
- Contact's EmailRequired
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- 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 found- Company IDRequired
- Info
- Customer
- Find Customer by Name/Email
- Contact's EmailRequired
- Send Later?
- Memo
- Message displayed on estimate
- Line_amountRequired
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Credit Memo Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- 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 found- NameRequired
- Phone
- Contact's EmailRequired
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
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