Triggers when you exchange, send or receive money.

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.

Finds an account.

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.