Add new Actionstep contacts to Xero
With this integration, when you create a new contact in Actionstep, a matching one will be created in Xero. This eliminates the need for double entry in both applications. Remember this is an example and you may need to change this template to accommodate different scenarios.
With this integration, when you create a new contact in Actionstep, a matching one will be created in Xero. This eliminates the need for double entry in both applications. Remember this is an example and you may need to change this template to accommodate different scenarios.
- When this happens...  New Contact New ContactTriggers when a participant/contact is created. TriggerInstantThis event starts a Zap instantly.
- automatically do this!  Create/Update Contact Create/Update ContactTriggers when you add a new contact. ActionWriteCreate a new record or update an existing record in your app.
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 - New Matter- Triggers when an action/matter is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New File Note- Triggers when a new file note is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Matter Step Changed- Triggers when a step change occurs on an action/matter. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - Updated Matter- Triggers when an existing Matter is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Assigned to Participant ID 
- Action TypeRequired 
- Action NameRequired 
- Action StatusRequired 
- File Reference 
- Priority 
- File Note 
- Import External Reference 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- MatterRequired 
- Note TextRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Rate Sheet 
- Assigned ToRequired 
- Action IDRequired 
- Task NameRequired 
- Task StatusRequired 
- PriorityRequired 
- Due DateRequired 
- Actual HoursRequired 
- Billable HoursRequired 
- Started Date/Time 
- Completed Date/Time 
- Description 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Date 
- DescriptionRequired 
- Actual HoursRequired 
- Billable Hours 
- Rate 
- Matter Id 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- File Note IdRequired 
- Note ContentRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Matter IdRequired 
- Assign to Participant Id 
- Name 
- Status 
- Reference 
- Priority 
- Import External Reference 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Task IdRequired 
- Status 
- Priority 
- Assigned To 
- Due Date 
- Actual Hours 
- Billable Hours 
- Completed Date/Time 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Custom Field NameRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Custom Field IdRequired 
- Matter IdRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search ByRequired 
- Search ValueRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search propertyRequired 
- Search valueRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search ByRequired 
- Search ValueRequired 
- Assigned to Participant ID 
- Action TypeRequired 
- Action NameRequired 
- Action StatusRequired 
- File Reference 
- Priority 
- File Note 
- Import External Reference 
 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 
- Days OverdueRequired 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Trigger Info 
- OrganizationRequired 
- PayRun Status 
- PayRun Period Start Date 
- PayRun Period End Date 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- OrganizationRequired 
- Purchase Order Status 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- OrganizationRequired 
- Payment Type 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- 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 
- Contact NameRequired 
- Account Number 
- Sales Default Account Code 
- Purchases Default Account Code 
- Contact Requirements 
- Primary Person - First Name 
- Primary Person - 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 
- ContactRequired 
- Date 
- Expiry 
- Quote Number 
- Reference 
- Theme 
- 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 
- Warning Message 
- Credit Note IDRequired 
- Allocation IDRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Info 
- OrganizationRequired 
- First NameRequired 
- Middle Names 
- Last NameRequired 
- Date of BirthRequired 
- Title 
- EmailRequired 
- Gender 
- Phone Number 
- Mobile Number 
- Twitter Username 
- Job Title 
- Classification 
- Termination Date 
- Termination Reason 
- Income Type 
- Employment Type 
- Status 
- Copy Employment 
- Employment Basis 
- Start Date 
- Payroll Calendar 
- Employee Group Name 
- Is Authorised to Approve Leave 
- Is Authorised to Approve Timesheets 
- Super Fund 
- Employee Number 
- Copy Tax Declaration 
- Tax File Number 
- TFN Exemption Type 
- Residency Status 
- Tax Scale Type 
- Tax Offset Estimated Amount 
- Upward Variation Tax Withholding Amount 
- Approved Withholding Variation Percentage 
- Copy Bank Account 
- Statement Text 
- Account Name 
- BSB Number 
- Account Number 
- Remainder 
- Copy Address 
- Address Line 1 
- Address Line 2 
- City/Suburb 
- State/Region 
- Postal Code 
- Country 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- OrganizationRequired 
- Contact NameRequired 
- Email Address 
- Status 
- Date 
- Due Date 
- Currency 
- Url 
- Attachment 
- Branding Theme 
- Reference 
- Line Items Type 
- Item Code 
- Description 
- QuantityRequired 
- Unit Price 
- Account 
- Tax Rate 
- Tracking 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- OrganizationRequired 
- Document 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 
- Contact (supplier)Required 
- Date 
- Delivery Date 
- Order Number 
- Reference 
- Theme 
- Currency 
- Tax Type 
- Delivery Address 
- Attention 
- Telephone 
- Delivery Instructions 
- Attachments 
- Purchase Order Status 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Info 
- OrganizationRequired 
- EmployeeRequired 
- First NameRequired 
- Middle Names 
- Last NameRequired 
- Date of BirthRequired 
- Title 
- EmailRequired 
- Gender 
- Phone Number 
- Mobile Number 
- Twitter Username 
- Job Title 
- Classification 
- Termination Date 
- Termination Reason 
- Income Type 
- Employment Type 
- Status 
- Copy Employment 
- Employment Basis 
- Start Date 
- Payroll Calendar 
- Employee Group Name 
- Is Authorised to Approve Leave 
- Is Authorised to Approve Timesheets 
- Super Fund 
- Employee Number 
- Copy Tax Declaration 
- Tax File Number 
- TFN Exemption Type 
- Residency Status 
- Tax Scale Type 
- Tax Offset Estimated Amount 
- Upward Variation Tax Withholding Amount 
- Approved Withholding Variation Percentage 
- Copy Bank Account 
- Statement Text 
- Account Name 
- BSB Number 
- Account Number 
- Remainder 
- Copy Address 
- Address Line 1 
- Address Line 2 
- City/Suburb 
- State/Region 
- Postal Code 
- Country 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- OrganizationRequired 
- Quote IDRequired 
- Quote Number 
- Status 
- ContactRequired 
- Date 
- Expiry 
- Reference 
- Theme 
- 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 
- 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 
- Email 
 ActionThis is an event a Zap performs.SearchFind existing data 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 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- OrganizationRequired 
- Search ByRequired 
- Contact NameRequired 
- Account Number 
- Sales Default Account Code 
- Purchases Default Account Code 
- Contact Requirements 
- Primary Person - First Name 
- Primary Person - 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
 - New Matter Participant- Triggers when a participant/contact is added to an action/matter. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Contact- Triggers when a participant/contact is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 - New Task- Triggers when a new task is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Participant TypeRequired 
- ParticipantRequired 
- MatterRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Company/Business NameRequired 
- Physical Address - Line 1 
- Physical Address - Line 2 
- Physical Address - City 
- Physical Address -State/Province 
- Physical Address - ZIP/Post Code 
- Physical Address - Country CodeRequired 
- Mailing Address - Line 1 
- Mailing Address - Line 2 
- Mailing Address - City 
- Mailing Address - State/Province 
- Mailing Address - ZIP/Post Code 
- Mailing Address - CountryRequired 
- Phone 1 - Label 
- Phone 1 - Country Code 
- Phone 1 - Area Code 
- Phone 1 - Number 
- Phone 1 - Notes 
- Fax Number 
- SMS Number 
- Email Address 
- Website Address 
- Division ID 
- Phone 2 - Label 
- Phone 2 - Country Code 
- Phone 2 - Area Code 
- Phone 2 - Number 
- Phone 2 - Notes 
- Phone 3 - Label 
- Phone 3 - Country Code 
- Phone 3 - Area Code 
- Phone 3 - Number 
- Phone 3 - Notes 
- Phone 4 - Label 
- Phone 4 - Country Code 
- Phone 4 - Area Code 
- Phone 4 - Number 
- Phone 4 - Notes 
- Import External Reference 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Salutation 
- First Name 
- Middle Name(s) 
- Last NameRequired 
- Suffix 
- Preferred Name 
- Physical Address - Line 1 
- Physical Address - Line 2 
- Physical Address - City 
- Physical Address -State/Province 
- Physical Address - ZIP/Post Code 
- Physical Address - Country CodeRequired 
- Mailing Address - Line 1 
- Mailing Address - Line 2 
- Mailing Address - City 
- Mailing Address - State/Province 
- Mailing Address - ZIP/Post Code 
- Mailing Address - CountryRequired 
- Phone 1 - Label 
- Phone 1 - Country Code 
- Phone 1 - Area Code 
- Phone 1 - Number 
- Phone 1 - Notes 
- Fax Number 
- SMS Number 
- Email Address 
- Website Address 
- Occupation 
- Birthday 
- Date of Death 
- Marital Status 
- Gender 
- Division ID 
- Phone 2 - Label 
- Phone 2 - Country Code 
- Phone 2 - Area Code 
- Phone 2 - Number 
- Phone 2 - Notes 
- Phone 3 - Label 
- Phone 3 - Country Code 
- Phone 3 - Area Code 
- Phone 3 - Number 
- Phone 3 - Notes 
- Phone 4 - Label 
- Phone 4 - Country Code 
- Phone 4 - Area Code 
- Phone 4 - Number 
- Phone 4 - Notes 
- Import External Reference 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Matter IdRequired 
- DateRequired 
- DescriptionRequired 
- Quantity 
- Unit priceRequired 
- Includes TaxRequired 
- Tax Code IdRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- IdRequired 
- Company/Business Name 
- Physical Address - Line 1 
- Physical Address - Line 2 
- Physical Address - City 
- Physical Address - State/Province 
- Physical Address - ZIP/Post Code 
- Physical Address - Country Code 
- Mailing Address - Line 1 
- Mailing Address - Line 2 
- Mailing Address - City 
- Mailing Address - State/Province 
- Mailing Address - ZIP/Post Code 
- Mailing Address - Country Code 
- Phone 1 - Label 
- Phone 1 - Country Code 
- Phone 1 - Area Code 
- Phone 1 - Number 
- Phone 1 - Notes 
- Fax Number 
- SMS Number 
- Email Address 
- Website Address 
- Phone 2 - Label 
- Phone 2 - Country Code 
- Phone 2 - Area Code 
- Phone 2 - Number 
- Phone 2 - Notes 
- Phone 3 - Label 
- Phone 3 - Country Code 
- Phone 3 - Area Code 
- Phone 3 - Number 
- Phone 3 - Notes 
- Phone 4 - Label 
- Phone 4 - Country Code 
- Phone 4 - Area Code 
- Phone 4 - Number 
- Phone 4 - Notes 
- Import External Reference 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Id 
- Salutation 
- First Name 
- Middle Names(s) 
- Last Name 
- Suffix 
- Preferred Name 
- Physical Address - Line 1 
- Physical Address - Line 2 
- Physical Address - City 
- Physical Address - State/Province 
- Physical Address - ZIP/Post Code 
- Physical Address - Country Code 
- Mailing Address - Line 1 
- Mailing Address - Line 2 
- Mailing Address - City 
- Mailing Address - State/Province 
- Mailing Address - ZIP/Post Code 
- Mailing Address - Country Code 
- Phone 1 - Label 
- Phone 1 - Country Code 
- Phone 1 - Area Code 
- Phone 1 - Number 
- Phone 1 - Notes 
- Fax Number 
- SMS Number 
- Email Address 
- Website Address 
- Occupation 
- Birthday 
- Date of Death 
- Marital Status 
- Gender 
- Phone 2 - Label 
- Phone 2 - Country Code 
- Phone 2 - Area Code 
- Phone 2 - Number 
- Phone 2 - Notes 
- Phone 3 - Label 
- Phone 3 - Country Code 
- Phone 3 - Area Code 
- Phone 3 - Number 
- Phone 3 - Notes 
- Phone 4 - Label 
- Phone 4 - Country Code 
- Phone 4 - Area Code 
- Phone 4 - Number 
- Phone 4 - Notes 
- Import External Reference 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Custom Field Value IdRequired 
- Custom Field ValueRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Api Docs Info 
- Stop on errorRequired 
- HTTP MethodRequired 
- URLRequired 
- Query string parameters 
- Additional request headers 
- Body 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Tax CodeRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search ByRequired 
- Search ValueRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search propertyRequired 
- Search valueRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search ByRequired 
- Search ValueRequired 
- Indentity TypeRequired 
- Company/Business Name 
- Salutation 
- First Name (Individual Only) 
- Middle Name(s) (Individual Only) 
- Last Name (Individual Only) 
- Suffix (Individual Only) 
- Preferred Name (Individual Only) 
- Physical Address - Line 1 
- Physical Address - Line 2 
- Physical Address - City 
- Physical Address -State/Province 
- Physical Address - ZIP/Post Code 
- Physical Address - Country CodeRequired 
- Mailing Address - Line 1 
- Mailing Address - Line 2 
- Mailing Address - City 
- Mailing Address - State/Province 
- Mailing Address - ZIP/Post Code 
- Mailing Address - CountryRequired 
- Phone 1 - Label 
- Phone 1 - Country Code 
- Phone 1 - Area Code 
- Phone 1 - Number 
- Phone 1 - Notes 
- Fax Number 
- SMS Number 
- Email Address 
- Website Address 
- Occupation (Individual Only) 
- Birthday 
- Date of Death 
- Marital Status 
- Gender 
- Division ID 
- Phone 2 - Label 
- Phone 2 - Country Code 
- Phone 2 - Area Code 
- Phone 2 - Number 
- Phone 2 - Notes 
- Phone 3 - Label 
- Phone 3 - Country Code 
- Phone 3 - Area Code 
- Phone 3 - Number 
- Phone 3 - Notes 
- Phone 4 - Label 
- Phone 4 - Country Code 
- Phone 4 - Area Code 
- Phone 4 - Number 
- Phone 4 - Notes 
- Import External Reference 
 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 propertyRequired 
- Search valueRequired 
- Indentity TypeRequired 
- Company/Business Name 
- Salutation 
- First Name (Individual Only) 
- Middle Name(s) (Individual Only) 
- Last Name (Individual Only) 
- Suffix (Individual Only) 
- Preferred Name (Individual Only) 
- Physical Address - Line 1 
- Physical Address - Line 2 
- Physical Address - City 
- Physical Address -State/Province 
- Physical Address - ZIP/Post Code 
- Physical Address - Country CodeRequired 
- Mailing Address - Line 1 
- Mailing Address - Line 2 
- Mailing Address - City 
- Mailing Address - State/Province 
- Mailing Address - ZIP/Post Code 
- Mailing Address - CountryRequired 
- Phone 1 - Label 
- Phone 1 - Country Code 
- Phone 1 - Area Code 
- Phone 1 - Number 
- Phone 1 - Notes 
- Fax Number 
- SMS Number 
- Email Address 
- Website Address 
- Occupation (Individual Only) 
- Birthday 
- Date of Death 
- Marital Status 
- Gender 
- Division ID 
- Phone 2 - Label 
- Phone 2 - Country Code 
- Phone 2 - Area Code 
- Phone 2 - Number 
- Phone 2 - Notes 
- Phone 3 - Label 
- Phone 3 - Country Code 
- Phone 3 - Area Code 
- Phone 3 - Number 
- Phone 3 - Notes 
- Phone 4 - Label 
- Phone 4 - Country Code 
- Phone 4 - Area Code 
- Phone 4 - Number 
- Phone 4 - Notes 
- Import External Reference 
 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 ZapPollingZapier checks for new data every 15 min on the Free plan
- OrganizationRequired 
- Report TypeRequired 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- OrganizationRequired 
- Payment Type 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- OrganizationRequired 
- Project State 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- OrganizationRequired 
- Quote Status 
 Try ItTriggerThis is the start of your ZapPollingZapier 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 
- 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 
- CodeRequired 
- NameRequired 
- TypeRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- OrganizationRequired 
- TypeRequired 
- ContactRequired 
- Date 
 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 
- Mark Item as a Sales Item? 
- Mark Item as a Purchase Item? 
- Item Name 
- Item CodeRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- OrganizationRequired 
- Contact NameRequired 
- Email Address 
- 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 
- Currency 
- Url 
- Attachment 
- Branding Theme 
- Number 
- Reference 
- Sent To Contact 
- Line Items Type 
- Item Code 
- Description 
- QuantityRequired 
- Unit Price 
- Discount % 
- Discount Amount 
- Account 
- Tax Rate 
- 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 
- StatusRequired 
- Currency 
- Branding Theme 
- Reference 
- Mark as approved for sending? 
- Email a copy to Sender? 
- Include PDF 
- Line Amount Types 
 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.
- Info 
- OrganizationRequired 
- Invoice IdRequired 
- Contact 
- Status 
- Date 
- Due Date 
- Expected Payment Date 
- Reference 
- Branding Theme 
- Url 
- Currency 
- Sent To Contact 
- Attachments 
- Invoice Number 
- Line Amount Types 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Stop on errorRequired 
- HTTP MethodRequired 
- URLRequired 
- Query string parameters 
- Additional request headers 
- Body 
 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 
- Invoice IDRequired 
- Include PDF File 
- Include Online Invoice URL 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- OrganizationRequired 
- Contact IDRequired 
 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 
- Mark Item as a Sales Item? 
- Mark Item as a Purchase Item? 
- Item Name 
- 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








