Recruit CRM + Sage Accounting + Filter by Zapier
Create sales invoices in Sage Accounting when new deal stages are updated to "won" in Recruit CRM
This integration will automatically create a new sales invoice in Sage Accounting every time a deal stage is updated to "won" in Recruit CRM. This is an efficient way to keep track of all your won deals while also managing the revenue numbers by automatically raising the necessary invoices for your customers!
This integration will automatically create a new sales invoice in Sage Accounting every time a deal stage is updated to "won" in Recruit CRM. This is an efficient way to keep track of all your won deals while also managing the revenue numbers by automatically raising the necessary invoices for your customers!
- When this happens...
Deal Stage UpdatedTriggers when a deal stage is updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilterSet conditions for when a specific action should run in your Zap. - then do this...
Find ContactFinds a customer.
ActionSearchFind existing data in your app - then do this!Create Sales Invoice
Creates a new sales invoice.
ActionWriteCreate a new record or update an existing record in your app.
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Call Log Added
Triggers when a new call log is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Assigned
Triggers when a candidate is assigned to a job.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Applied Through Job Page
Trigger when a new candidate applied through jobs page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Deleted
Triggers when a candidate is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Hiring Stage Updated
Triggers when a candidate's hiring stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Opted Out
Triggers when a candidate opts out of email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pitch Stage Updated
Triggers when a candidate's pitch stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Profile Update Requested
Triggers when a candidate profile update is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Unenrolled
Triggers when a candidate is unenrolled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Feedback Received
Triggers when a client feedback is recevied.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Deleted
Triggers when a company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Added
Triggers when a new contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Enrolled
Triggers when a contact is enrolled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Opted Out
Triggers when a contact opts out of email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Deleted
Triggers when a deal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Updated
Triggers when a deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Hotlist Added
Triggers when a new hotlist is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Removed From the Hotlist
Triggers when a record is removed from the hotlist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Added
Triggers when a new job is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Status Updated
Triggers when a job status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Meeting Updated
Triggers when a Meeting is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Added
Triggers when a new note is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when a Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Call Log
Add a new call log.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Industry ID
Company NameRequired
Company Logo
Facebook Profile URL
Twitter Profile URL
LinkedIn profile URL
City
Full Address
Website
Owner
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal NameRequired
Deal StageRequired
Deal ValueRequired
Close DateRequired
Deal TypeRequired
Company Slug
Contacts
Jobs
Candidates
Owner
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job TitleRequired
Company SlugRequired
Contact Slug
Secondary Contact Slug
Note For Candidates
Number Of Openings
Minimum Experience (Years)
Maximum Experience (Years)
Minimum Annual Salary
Maximum Annual Salary
Salary Type
Currency ID
Job Status
Job Status Comment
City
Job Skills
Job Type
Job Category
Locality
Country
State
Full Address
Enable job application form
Show Company Logo
Educational Specialization
Educational Qualification
Job Description Text
Job Application Form Questions
Job Description File
Owner
Created By
Target Companies
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note Type
Note DescriptionRequired
Related Entity
Related To
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hotlist IDRequired
Entity SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Slug of CandidateRequired
Opt Out StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sequence IDRequired
Prospect SlugRequired
Enrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect SlugRequired
Unenrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
Candidate's VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hotlist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meeting IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Direction
Associated entity's slugRequired
Associated entity's Name i.e. candidate/ company/ contact/ jobRequired
Call Started From Date
Call Started To Date
Call Updated From Date
Call Updated To Date
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Slug
Created From Date
Created To Date
Updated From Date
Updated To Date
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Name
Deal Stage
Company Name
Company Slug
Contact Name
Contact Slug
Candidate Name
Candidate Slug
Job Name
Job Slug
Owner Name
Closing From Date
Closing To Date
Added From Date
Added To Date
Updated From Date
Updated To Date
Deal Slug
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appAssociated entity's Name i.e. candidate/ company/ contact/ jobRequired
Hotlist Name
Shared
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appMeeting title
Related ToRequired
Related To TypeRequired
Starting From
Starting To
Created From Date
Created To Date
Updated From Date
Updated To Date
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appTask title
Related ToRequired
Related To TypeRequired
Starting From
Starting To
Created From Date
Created To Date
Updated From Date
Updated To Date
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appOnly continue if...Required
ActionThis is an event a Zap performs.FilterSet conditions for when a specific action should run in your Zap.
New Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Service
Triggers when a new service is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Contact Payment
Triggers when an existing contact payment is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Sales Quote
Triggers when a sales Quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Stock Item
Triggers when a stock item is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment ReferenceRequired
Payment DateRequired
Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Purchase Invoice
Creates a new purchase invoice.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
Notes
Credit Limit
Credit Term Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Invoice Number Prefix
Invoice Number
Reference
Notes
Terms And Conditions
Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Contact ReferenceRequired
Payment ReferenceRequired
Payment DateRequired
Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date
Quote Number Prefix
Quote Number
Reference
Notes
Terms And Conditions
Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filter by Contact Name or Reference
Filter by Updated or Created Since the Given Date
Filter by From Date
Filter by To Date
ActionThis is an event a Zap performs.SearchFind existing data in your appBusiness Name or Reference to search for the Contact GUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appService Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter by Contact Name or Reference
Filter by Updated or Created Since the Given Date
Filter by From Date
Filter by To Date
Contact NameRequired
Contact ReferenceRequired
Payment ReferenceRequired
Payment DateRequired
Total Payment AmountRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBusiness Name or Reference to search for the Contact GUIDRequired
Business NameRequired
Notes
Credit Limit
Credit Term Days
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInvoice Number or ReferenceRequired
DateRequired
Invoice Number Prefix
Reference
Notes
Terms And Conditions
Sent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundService Code or DescriptionRequired
DescriptionRequired
Item Code
Notes
Active
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
Call Log Updated
Triggers when a call log is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Added
Triggers when a new candidate is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Added Through Talent Pool
Trigger when a new candidate applied through Talent Pool.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Enrolled
Triggers when a candidate is enrolled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Opted In
Triggers when a candidate opts in for email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Pitched
Triggers when a candidate is pitched to a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Profile Updated
Triggers when a candidate updates thier profile.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Unassigned
Triggers when a candidate is unassigned from a job.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Updated
Triggers when a new candidate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Added
Triggers when a new company is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Deleted
Triggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Opted In
Triggers when a contact opts in for email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Unenrolled
Triggers when a contact is unenrolled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Added
Triggers when a new deal is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Stage Updated
Triggers when a deal stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Uploaded
Triggers when a new file is uploaded for an entity in the files section.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Added to Hotlist
Triggers when a new record is added to hotlist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Hotlist Updated
Triggers when a hotlist is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Deleted
Triggers when a job is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Updated
Triggers when a Job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Meeting Added
Triggers when a new meeting is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Updated
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Added
Triggers when a new task is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First NameRequired
Last Name
Email
Phone
Gender
Educational Qualification ID
Educational Specialization
Total Experience (Years)
Date of Birth
Profile Updated On
Current Salary
Salary Expectation
Willing to Relocate
Current Organization
Current Organization Slug
Current Employment Status
Notice Period (Days)
Currency ID
Facebook Profile URL
Twitter Profile URL
LinkedIn Profile URL
Github Profile URL
Xing Profile URL
City
Locality
State
Country
Full Address
Relevant Experience (Years)
Title
Available From
Salary Type ID
Source
Language Skills
Skill
Resume
Avatar
Owner
Created By
Candidate Summary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Title
Email
Phone
StageRequired
Company Slug
City
Locality
Full Address
Linkedin Profile URL
Twitter Profile URL
Facebook Profile URL
Xing Profile URL
Avatar
Owner
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hotlist nameRequired
Related EntityRequired
ShareRequired
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Description
Meeting Type
Address
ReminderRequired
Starting OnRequired
End TimeRequired
Related To
Related To Type
Attendee Users
Attendee Contacts
Attendee Candidates
Owner
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Task
Add a new Task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Slug of ContactRequired
Opt Out StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sequence IDRequired
Prospect SlugRequired
Enrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect SlugRequired
Unenrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Log IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
Status IDRequired
Remark
Stage Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Related EntityRequired
Related ToRequired
Created By
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
LinkedIn Profile URL
Contact Number
Candidate Slug
State
Country
Created From Date
Created To Date
Updated From Date
Updated To Date
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
LinkedIn Profile URL
Company Name
Contact Number
Company Slug
Contact Slug
Created From Date
Created To Date
Updated From Date
Updated To Date
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appEnrollment ID
Sequence ID
Slug of Prospect
Prospect Type
Enrollment Status
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appJob title
Company Name
Job Slug
Created From Date
Created To Date
Updated From Date
Updated To Date
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appAssociated entity's slugRequired
Associated entity's Name i.e. candidate/ company/ contact/ jobRequired
Added From Date
Added To Date
Updated From Date
Updated To Date
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Contact Number
Email
User Id
Expand Team
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Contact Payment
Triggers when a new contact payment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Quote
Triggers when a new sales Quote is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Stock Item
Triggers when a new stock item is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Sales Invoice
Triggers when a sales invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Service
Triggers when a service is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact NameRequired
Contact ReferenceRequired
Payment ReferenceRequired
Payment DateRequired
Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment Reference
Payment DateRequired
Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Sales Quote
Creates a new sales Quote.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date
Invoice Number Prefix
Invoice Number
Reference
Notes
Terms And Conditions
Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Item Code
Notes
Active
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.Invoice ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice ReferenceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProduct Code or DescriptionRequired
DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQuote Number or ReferenceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
DescriptionRequired
Item Code
Notes
Active
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
Related categories
About Sage Accounting
Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.
Related categories
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.