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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.
- Delete Category
Triggers when a Category is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Currency
Triggers when a Currency is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Document Type
Triggers when a Document Type gets deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Pricing Rule
Triggers when a Pricing Rule is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Supplier
Triggers when a Supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Cancel Goods Transfer
Triggers when a Goods Transfer is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Goods Transfer
Triggers when a Goods Transfer is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ship Goods Transfer Items
Triggers when Goods Transfer items are shipped
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Goods Transfer
Triggers when a Goods Tranfer is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Category
Triggers when a new Category is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Currency
Triggers when a new Currency is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Goods Transfer
Triggers when a new Goods Transfer Document is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Inventory Location
Triggers when a new Inventory Location is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Sales Quote
Triggers when a new Sales Quote is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tax
Triggers when a new Tax is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Purchase Order
Triggers when a Purchase Order is created in Pending state.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Product
Triggers when a new Product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Cancel Purchase Order
Triggers when a Purchase Order is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Purchase Order Items
Triggers when a Purchase Order's items are invoiced (either partially or fully)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Reopen Purchase Order
Triggers when a Purchase Order is reopened
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Purchase Order
Triggers when a Purchase Order is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Cancel Sales Order
Triggers when a Sales Order is Cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Sales Order Items
Triggers when a Sales Order's items are invoiced (either partially or fully)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Reopen Sales Order
Triggers when a Sales Order is Reopened
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Sales Order
Triggers when a Sales Order is Updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Cancel Sales Quote
Triggers when a Sales Quote is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Revert Sales Quote to Pending
Triggers when a Sales Quote is reverted to Pending
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Category
Triggers when a Category is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Currency
Triggers when a Currency is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Document Type
Triggers when a Document Type gets Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Inventory Location
Triggers when an Inventory Location is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Product
Triggers when a Product is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Tax
Triggers when a Tax is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Cancel Production Order
Triggers when a Production Order is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Production Order
Triggers when a Production Order is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Receive Finished Goods From Production Order
Triggers when Finished Goods are received from a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Return Materials From Production Order
Triggers when allocated materials are returned back to inventory from a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - NameRequired
- Client Comments
- Phone
- Phone 2
- Tax ID
- E-Mail
- Supplier or Client?
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - State
- Billing Address - Zip / Postal Code
- Billing Address - Country Code
- Billing Address - Country
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip / Postal Code
- Shipping Address - Country Code
- Shipping Address - Country
- Client Custom Field 1
- Client Custom Field 2
- Client Custom Field 3
- Client Custom Field 4
- Client Custom Field 5
- Client Custom Field 6
- Client Custom Field 7
- Client Custom Field 8
- Client Custom Field 9
- Client Custom Field 10
- Client Option 1
- Client Option 2
- Client Option 3
- Client Option 4
- Client Option 5
- Client Option 6
- Client Option 7
- Client Option 8
- Client Option 9
- Client Option 10
- Client Payment Terms
- Client Payment Method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Discount NameRequired
- PercentRequired
- Discount Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document IDRequired
- Document Type IDRequired
- Document No
- Document Reference No
- Document Reference Application
- Custom Document Date 1
- Custom Document Date 2
- Currency Code
- Document Supplier/Client IDRequired
- Document Billing Address
- Document Address
- Document Contact Person
- Document Inventory Location ID
- Document StatusRequired
- ActionRequired
- Custom Document Option 1
- Custom Document Option 2
- Custom Document Option 3
- Custom Document Option 4
- Custom Document Option 5
- Custom Document Option 6
- Custom Document Option 7
- Custom Document Option 8
- Custom Document Option 9
- Custom Document Option 10
- Shipping Provider ID
- Document Tracking ID
- Document Comments
- Payment Terms
- Document Tags
- Parent Document ID
- Document Total Quantity
- Document Amount Subtotal Without Tax And Discount
- Document Amount Shipping
- Document Amount Total Discount
- Document Amount Total Tax
- Document Amount Grand Total
- Auto Insert Batch Numbers To Product Rows
- Document Row Product SKURequired
- Document Row Product Description
- Document Row Product QuantityRequired
- Document Row Unit Price Without Tax Or Discount
- Document Row Tax ID
- Document Total Tax Amount
- Document Row Discount ID
- Document Row Total Discount Amount
- Document Row Total Amount
- Document Row Remarks
- Document Row Serial Numbers
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Tax ID Number
- Shipping Address - Organization
- Billing Address - Phone
- Billing Address - Email
- Shipping Address - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - Zip / Postal Code
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AbbreviationRequired
- Full NameRequired
- Address - Organization
- Address - Line 1
- Address - Line 2
- Address - City
- Address - State
- Address - Country Code
- Address - Country
- Address - Zip / Postal Code
- Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SkuRequired
- Ean
- Product DescriptionRequired
- Product Version
- Long Description
- Product Category
- Unit of Stock
- Image (URL)
- Comments
- Weight
- Product Weight Unit ID
- Product Length
- Product Breadth
- Product Height
- Default Sales Price
- Default Purchase Price
- Main Supplier's Name
- Product Custom Field 1
- Product Custom Field 2
- Product Custom Field 3
- Product Custom Field 4
- Product Custom Field 5
- Product Custom Field 6
- Product Custom Field 7
- Product Custom Field 8
- Product Custom Field 9
- Product Custom Field 10
- Product Custom Field 11
- Product Custom Field 12
- Product Custom Field 13
- Product Custom Field 14
- Product Custom Field 15
- Product Custom Field 16
- Product Custom Field 17
- Product Custom Field 18
- Product Custom Field 19
- Product Custom Field 20
- Product Option 1
- Product Option 2
- Product Option 3
- Product Option 4
- Product Option 5
- Product Option 6
- Product Option 7
- Product Option 8
- Product Option 9
- Product Option 10
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IDRequired
- Purchase Order Type ID
- Purchase Order No
- Purchase Order Reference No
- Purchase Order Reference Application
- Custom Order Date 1
- Custom Order Date 2
- Currency Code
- Supplier IDRequired
- Address
- Pickup Address
- Purchase Order Contact Person
- Inventory Location ID
- ActionRequired
- Order StatusRequired
- Receive Document Type ID
- Custom Order Option 1
- Custom Order Option 2
- Custom Order Option 3
- Custom Order Option 4
- Custom Order Option 5
- Custom Order Option 6
- Custom Order Option 7
- Custom Order Option 8
- Custom Order Option 9
- Custom Order Option 10
- Comments
- Order Tags
- Payment Terms
- Total Quantity
- Order Amount Subtotal Without Tax And Discount
- Order Amount Total Discount
- Order Amount Total Tax
- Order Amount Grand Total
- Order Expected Receiving Date Earliest
- Order Expected Receiving Date Latest
- Order Row Detail ID
- Order Row Product ID
- Order Row Product SKURequired
- Order Row Product Description
- Order Row QuantityRequired
- Order Row Received Quantity
- Order Row Invoiced Quantity
- Order Row Unit Price Without Tax Or Discount
- Order Row Tax ID
- Order Row Total Tax Amount
- Order Row Discount ID
- Order Row Total Discount Amount
- Order Row Total Amount
- Order Row Serial Numbers
- Order Row Remarks
- Order Row Expected Receiving Date Earliest
- Order Row Expected Receiving Date Latest
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Name
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - Zip / Postal Code
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Order IDRequired
- Sales Order Type ID
- Sales Order No
- Sales Order Reference No
- Sales Order Reference Application
- Custom Order Date 1
- Custom Order Date 2
- Currency Code
- Client IDRequired
- Billing Address
- Shipping Address
- Sales Order Contact Person
- Inventory Location ID
- ActionRequired
- Order StatusRequired
- Ship Document Type ID
- Custom Order Option 1
- Custom Order Option 2
- Custom Order Option 3
- Custom Order Option 4
- Custom Order Option 5
- Custom Order Option 6
- Custom Order Option 7
- Custom Order Option 8
- Custom Order Option 9
- Custom Order Option 10
- Comments
- Sales Order Tags
- Payment Terms
- Total Quantity
- Order Amount Subtotal Without Tax And Discount
- Order Amount Shipping
- Order Amount Total Discount
- Order Amount Total Tax
- Order Amount Grand Total
- Auto Insert Batch Numbers To Product Rows
- Order Row Product SKURequired
- Order Row Product Description
- Order Row Product QuantityRequired
- Order Row Shipped Quantity
- Order Row Invoiced Quantity
- Order Row Unit Price Without Tax Or Discount
- Order Row Tax ID
- Order Total Tax Amount
- Order Row Discount ID
- Order Row Total Discount Amount
- Order Row Total Amount
- Order Row Remarks
- Order Row Serial Numbers
- Order Row Detail ID
- Order Row Product ID
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Name
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - Zip / Postal Code
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Quote IDRequired
- Sales Quote No
- Sales Quote Type ID
- Sales Quote Reference No
- Sales Quote Reference Application
- Custom Quote Date 1
- Custom Quote Date 2
- Currency Code
- Client IDRequired
- Shipping Address
- Billing Address
- Sales Quote Contact Person
- Inventory Location ID
- ActionRequired
- Quote StatusRequired
- Custom Order Option 1
- Custom Order Option 2
- Custom Order Option 3
- Custom Order Option 4
- Custom Order Option 5
- Custom Order Option 6
- Custom Order Option 7
- Custom Order Option 8
- Custom Order Option 9
- Custom Order Option 10
- Comments
- Sales Quote Tags
- Payment Terms
- Total Quantity
- Quote Amount Subtotal Without Tax And Discount
- Quote Amount Total DIscount
- Quote Amount Total Tax
- Quote Amount Grand Total
- Quote Amount Shipping
- Quote Row Product SKURequired
- Quote Row Product Description
- Quote Row Product QuantityRequired
- Quote Row Unit Price Without Tax Or Discount
- Quote Row Tax ID
- Quote Row Total Tax Amount
- Quote Row Discount ID
- Quote Row Total Discount Amount
- Quote Row Total Amount
- Quote Row Remarks
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Organization
- Shipping Address - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - Zip / Postal Code
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tax Description
- Show in Reports
- Tax NameRequired
- PercentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Pricing Rule IdRequired
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- Product SKURequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order No
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sales Order No
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sales Quote No
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- NameRequired
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- NoRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter_idRequired
- Deal Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- PersonRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax_method
- Tax_percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assign To
- What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Owner
- Organization
- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- TitleRequired
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- NameRequired
- Owner
- Organization
- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Search Type
- Assign To
- Type
- Filter_idRequired
- Is done?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- PersonRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Term to search forRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
- TitleRequired
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
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- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
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- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
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
- Delete Client
Triggers when a Client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Discount
Triggers when a Discount is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Inventory Location
Triggers when an Inventory Location is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Product
Triggers when a Product is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Tax
Triggers when a Tax is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Close Goods Transfer
Triggers when a Goods Transfer is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Receive Goods Transfer Items
Triggers when Goods Transfer items are received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Reopen Goods Transfer
Triggers when a Goods Transfer is Reopened
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Low Stock ProductTry ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- New Client
Triggers when a new Client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Discount
Triggers when a new Discount is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Document Type
Triggers when a new Document Type gets inserted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Integration Log
Triggers when a new Integration Log is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Pricing Rule
Triggers when a new pricing rule is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Supplier
Triggers when a new Supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Production Order
Triggers when a new Production Order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Sales Order
Triggers when new sales order is created in Pending state.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Approve Purchase Order
Triggers when a Purchase Order gets Approved
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Close Purchase Order
Triggers when a Purchase Order is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Receive Purchase Order Items
Triggers when Purchase Order items are received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Revert Purchase Order to Pending
Triggers when a Purchase Order is reverted to Pending
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Approve Sales Order
Triggers when a Sales Order gets Approved
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Close Sales Order
Triggers when a Sales Order is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ship Sales Order Items
Triggers when a Sales Order's items are shipped (either partially or fully)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Revert Sales Order to Pending
Triggers when a Sales Order is reverted to Pending
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Approve Sales Quote
Triggers when a Sales Quote is approved
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Close Sales Quote
Triggers when a Sales Quote is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Sales Quote
Triggers when a Sales Quote is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Client
Triggers when a Client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Discount
Triggers when a Discount is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Integration Log
Triggers when an Integration Log is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Pricing Rule
Triggers when a Pricing Rule is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Supplier
Triggers when a Supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Allocate Materials to Production Order
Triggers when materials are allocated to a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Close Production Order
Triggers when a Production Order is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Finished Good Receipt From Production Order
Triggers when a Finished Good Receipt is deleted from a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Reopen Production Order
Triggers when a Production Order is re-opened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Production Order
Triggers when a Production Order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Currency Description
- Currency SymbolRequired
- Currency CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document Type IDRequired
- Document No
- Document Reference No
- Document Reference Application
- Custom Document Date 1
- Custom Document Date 2
- Currency Code
- Document Supplier/Client IDRequired
- Document Billing Address
- Document Address
- Document Contact Person
- Document Inventory Location ID
- Document StatusRequired
- Custom Document Option 1
- Custom Document Option 2
- Custom Document Option 3
- Custom Document Option 4
- Custom Document Option 5
- Custom Document Option 6
- Custom Document Option 7
- Custom Document Option 8
- Custom Document Option 9
- Custom Document Option 10
- Shipping Provider ID
- Document Tracking ID
- Document Comments
- Payment Terms
- Document Tags
- Parent Document ID
- Document Total Quantity
- Document Amount Subtotal Without Tax And Discount
- Document Amount Shipping
- Document Amount Total Discount
- Document Amount Total Tax
- Document Amount Grand Total
- Auto Insert Bundled Products
- Auto Insert Batch Numbers To Product Rows
- Document Row Product SKURequired
- Document Row Product Description
- Document Row Product QuantityRequired
- Document Row Unit Price Without Tax Or Discount
- Document Row Tax ID
- Document Total Tax Amount
- Document Row Discount ID
- Document Row Total Discount Amount
- Document Row Total Amount
- Document Row Remarks
- Document Row Serial Numbers
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Name
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip / Postal Code
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product SKURequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Category Description
- Category NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order Type ID
- Purchase Order No
- Purchase Order Reference No
- Purchase Order Reference Application
- Custom Order Date 1
- Custom Order Date 2
- Currency Code
- Supplier IDRequired
- Address
- Pickup Address
- Purchase Order Contact Person
- Inventory Location ID
- Order StatusRequired
- Custom Order Option 1
- Custom Order Option 2
- Custom Order Option 3
- Custom Order Option 4
- Custom Order Option 5
- Custom Order Option 6
- Custom Order Option 7
- Custom Order Option 8
- Custom Order Option 9
- Custom Order Option 10
- Comments
- Order Tags
- Payment Terms
- Total Quantity
- Order Amount Subtotal Without Tax And Discount
- Order Amount Total Discount
- Order Amount Total Tax
- Order Amount Grand Total
- Order Expected Receiving Date Earliest
- Order Expected Receiving Date Latest
- Order Row Product SKURequired
- Order Row QuantityRequired
- Order Row Unit Price Without Tax Or Discount
- Order Row Tax ID
- Order Row Total Tax Amount
- Order Row Discount ID
- Order Row Total Discount Amount
- Order Row Total Amount
- Order Row Remarks
- Order Row Expected Receiving Date Earliest
- Order Row Expected Receiving Date Latest
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Name
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - Zip / Postal Code
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Order Type ID
- Sales Order No
- Sales Order Reference No
- Sales Order Reference Application
- Custom Order Date 1
- Custom Order Date 2
- Currency Code
- Client IDRequired
- Billing Address
- Shipping Address
- Sales Order Contact Person
- Inventory Location ID
- Order StatusRequired
- Custom Order Option 1
- Custom Order Option 2
- Custom Order Option 3
- Custom Order Option 4
- Custom Order Option 5
- Custom Order Option 6
- Custom Order Option 7
- Custom Order Option 8
- Custom Order Option 9
- Custom Order Option 10
- Comments
- Sales Order Tags
- Payment Terms
- Total Quantity
- Order Amount Subtotal Without Tax And Discount
- Order Amount Shipping
- Order Amount Total Discount
- Order Amount Total Tax
- Order Amount Grand Total
- Auto Insert Bundled Products
- Auto Insert Batch Numbers To Product Rows
- Order Row Product SKURequired
- Order Row Product Description
- Order Row Product QuantityRequired
- Order Row Shipped Quantity
- Order Row Invoiced Quantity
- Order Row Unit Price Without Tax Or Discount
- Order Row Tax ID
- Order Total Tax Amount
- Order Row Discount ID
- Order Row Total Discount Amount
- Order Row Total Amount
- Order Row Remarks
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Name
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - Zip / Postal Code
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Quote No
- Sales Quote Type ID
- Sales Quote Reference No
- Sales Quote Reference Application
- Custom Quote Date 1
- Custom Quote Date 2
- Currency Code
- Client IDRequired
- Shipping Address
- Billing Address
- Sales Quote Contact Person
- Inventory Location ID
- Quote StatusRequired
- Custom Order Option 1
- Custom Order Option 2
- Custom Order Option 3
- Custom Order Option 4
- Custom Order Option 5
- Custom Order Option 6
- Custom Order Option 7
- Custom Order Option 8
- Custom Order Option 9
- Custom Order Option 10
- Comments
- Sales Quote Tags
- Payment Terms
- Total Quantity
- Quote Amount Subtotal Without Tax And Discount
- Quote Amount Total DIscount
- Quote Amount Total Tax
- Quote Amount Grand Total
- Quote Amount Shipping
- Auto Insert Bundled Products
- Quote Row Product SKURequired
- Quote Row Product Description
- Quote Row Product QuantityRequired
- Quote Row Unit Price Without Tax Or Discount
- Quote Row Tax ID
- Quote Row Total Tax Amount
- Quote Row Discount ID
- Quote Row Total Discount Amount
- Quote Row Total Amount
- Quote Row Remarks
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Name
- Shipping Address - Organization
- Shipping Address - Tax ID Number
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Client Comments
- Phone
- Phone 2
- Tax ID
- E-Mail
- Supplier or Client?
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - State
- Billing Address - Zip / Postal Code
- Billing Address - Country Code
- Billing Address - Country
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip / Postal Code
- Shipping Address - Country Code
- Shipping Address - Country
- Client Custom Field 1
- Client Custom Field 2
- Client Custom Field 3
- Client Custom Field 4
- Client Custom Field 5
- Client Custom Field 6
- Client Custom Field 7
- Client Custom Field 8
- Client Custom Field 9
- Client Custom Field 10
- Client Option 1
- Client Option 2
- Client Option 3
- Client Option 4
- Client Option 5
- Client Option 6
- Client Option 7
- Client Option 8
- Client Option 9
- Client Option 10
- Client Payment Terms
- Client Payment Method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Finished Good SKURequired
- In Inventory LocationRequired
- Quantity OrderedRequired
- Work Order Priority
- Start Date
- Due Date
- Labor Cost
- Overhead Cost
- Document Reference No
- Document Reference Application
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- IdRequired
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- Document Type IDRequired
- Document No
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- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sales Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sales Quote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Activity
Triggers when a new activity is created.
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. - New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - PersonRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- ProductRequired
- Activity ID
- Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Owner
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- TitleRequired
- Deal Status
- Stage in Pipeline
- Assign To
- Organization
- Person
- Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Owner
- NameRequired
- Address
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
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your app - SubjectRequired
- Search Type
- Assign To
- Type
- Filter_idRequired
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
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- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
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- Search for an Exact Match?
- NameRequired
- Owner
- Address
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- Term to search forRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
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