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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.
- Booking Deleted
Triggers when Booking is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Budget Deleted
Triggers when Budget is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Update
Triggers when Contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Update
Triggers when Deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Update
Triggers when Expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Booking
New booking created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
New contact created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggers when Expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
New project created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Update
Triggers when project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Update
Triggers when Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - NameRequired
- Due Days
- Default Currency
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Company
- CurrencyRequired
- ResponsibleRequired
- ProbabilityRequired
- Contact
- Document Type
- Deal StatusRequired
- Sales Status
- Number
- Deal Members
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Title
- ProjectRequired
- Task ListRequired
- Assignee
- Due Date
- Due Time
- Body
- Tags
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- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Days_overdueRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Project State
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- Status
- Change
- Contact
- Trigger_preference
- Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Item CodeRequired
- NameRequired
- Description
- Is SoldRequired
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is PurchasedRequired
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is TrackedRequired
- Inventory Asset Account
- Cost of Goods Sold Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Transaction_typeRequired
- ContactRequired
- Bank AccountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- NameRequired
- Account_number
- Contact Requirements
- First NameRequired
- Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Type
- ContactRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Is SoldRequired
- Is PurchasedRequired
- NameRequired
- Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Primary Person - Email
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact_number
- Status
- Date
- Due Date
- CurrencyRequired
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Line_descriptionRequired
- Line_quantityRequired
- Line_unit_amountRequired
- Discount %
- Discount Amount
- Line_account_code
- Line_tax_type
- Line_tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Repeated Invoice Schedule
- Invoice Creation: Frequency TypeRequired
- Invoice Creation: Frequency (Period)Required
- Due Date Type: Payment TermsRequired
- Set Due Dates (Days)Required
- Start Date:Required
- End Date
- Status
- CurrencyRequired
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line_items_type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- Invoice IDRequired
- ContactRequired
- Status
- Date
- Due Date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- CurrencyRequired
- Sent_to_contact
- Attachments
- Document ID or NumberRequired
- Amounts Are
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- Url
- 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.- OrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- NameRequired
- Account_number
- Contact Requirements
- First NameRequired
- Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
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
- Booking Update
Triggers when Booking is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Budget Update
Triggers when budget is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Deleted
Triggers when Deal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Deleted
Triggers when Expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Update
Triggers when Invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Budget
Triggers when new Budget is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal
New deal created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
New invoice created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
New task created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Deleted
Triggers when Task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - PersonRequired
- TypeRequired
- Start DateRequired
- End DateRequired
- TimeRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last Name
- EmailRequired
- Job Title
- Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Company
- Project ManagerRequired
- WorkflowRequired
- AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- ProjectRequired
- Board
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- NameRequired
- Due Days
- Default Currency
- 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- OrganizationRequired
- Status
- Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Invoice IDRequired
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Job Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Primary Person - Email
- Status
- Date
- Due Date
- CurrencyRequired
- Url
- Attachment
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_descriptionRequired
- Line_quantityRequired
- Line_unit_amountRequired
- Line_account_code
- Line_tax_type
- Line_tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice_type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency_rate
- AmountRequired
- Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- CurrencyRequired
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Purchase OrderRequired
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Resource typeRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Is SoldRequired
- Is PurchasedRequired
- NameRequired
- Item CodeRequired
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