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How Zapier works

Zapier makes it easy to integrate Invoiced with Filter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Invoiced

A trigger is an event that starts your Zap and runs the workflow. For example, with Invoiced, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Filter by Zapier

An action is what takes place after the automation is triggered.

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Invoiced to Filter by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

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

Make work flow with AI

Level up your Invoiced to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Invoiced and Filter by Zapier 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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 Contact
Triggers when a new contact is created.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
Invoice Paid in Full
Triggers when an invoice is paid in full.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Subscription
Triggers when a new subscription is created.
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Customer
  Required
- Notes
- Amount
  Required
- Currency
- Date
Action
Write

- Name
  Required
- Email Address
- Credit Note Number
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Amount
  Required
- Currency
- Date
- Method
- Reference
- Notes
- Invoiced
- Type
- Amount
- Document Type
- Estimate
- Credit Note
Action
Write
- Customer
  Required
- Plan
  Required
- Quantity
  Required
- Billing Cycles
Action
Write
- Customer
  Required
- Name
  Required
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- Id
- Credit Note Number
Action
Search
- Name
  Required
- Credit Note Number
- Email Address
Action
Search
- Only continue if...
  Required
Action
Filter

New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- Customer
  Required
- Name
  Required
- Email Address
- Phone Number
- SMS Enabled?
- Billing Contact?
- Title
- Department
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Notes
Action
Write
- Customer
  Required
- Quantity
  Required
- Name
  Required
- Description
- Unit Cost
  Required
- Item ID
Action
Write
- Customer
  Required
- Name
  Required
- Action
  Required
- Due Date
Action
Write
- Id
- Credit Note Number
Action
Search
- Id
- Credit Note Number
Action
Search
- Name
  Required
- Credit Note Number
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Search or write

Learn how to automate Filter by Zapier on the Zapier blog

About Invoiced

Invoiced is autopilot for accounts receivable.

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Related categories

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