Triggers when a member completed any module from course.

Triggers when a new lead is added.

Deactivate specific Member.

Creates a new lead.

Moves a lead from one pipeline to another.

Triggers when an on invoice is created or updated.

Triggers when the status of an invoice changes.

Creates a new calendar event.

Creates a new customer invoice. The invoice can include existing product and service IDs from the catalog or new line items or a combination of both. Delimited line items represent the number of products or services being included in the invoice. All provided line items must have values of equal length. For example with three new products you need three names, three prices, and three quantities if provided. Otherwise, the invoice creation will fail.

Creates a new service, with input from previous steps.

Search for an invoice

Triggers when a member completed any unit from course.

Triggers when a new order is placed, contains the primary product only.

Delete specific Member.

Creates a new member.

Update Course Member. A new member will be added to the course if they do not exist

Creates a new account transaction, probably with input from previous steps. Most commonly used to add Accounts Receivable or Payable from other systems. Please look at our helo section on our website for more information on using the Zapier actions.

Create a new client, probably with input from previous steps.

Creates a new product, with input from previous steps.

Creates a new vendor, probably with input from previous steps.