Each heading indicates a trigger in Zapier (the thing that will cause the Zap to fire) and the bullet points below each heading are the data that’s available to use in building the Zap.
New Company Created
Triggers when a new company is created internally via the Add Company page.
Phone numbers
Addresses
Company ID
Company name
Email
New Contact Created
Triggers when a new contact is created through the add contact page.
Username
First Name
Last Name
Middle Name
Addresses
Contact ID
Company Name
Phone Numbers
Email
New Signup: Business Account
Triggers when a new business account (aka company) is created through the sign up page.
Company name
Company ID
Invoice receipt method (ie “email”)
Phone numbers
Default shipping method
Addresses
Contact username
Contact first name
Contact Last name
Contact middle name
Contact ID
Email
Job Title
New Signup: Individual Account
Triggers when a new individual account is created through the sign up page.
Username
First name
Last name
Middle name
Addresses
Contact ID
Invoice receipt method
Phone numbers
Default shipping method
Email
New Payment
Triggers when a payment is made. Will fire once for each invoice that a payment is applied to.
Payment ID
City
Company Name
Zip
Address
Company ID
State
Reference number
Date
Amount
Payment Type
Memo
New Payment by Invoice
Triggers when a payment is made. This trigger will fire once for each invoice that a payment applied to with the invoice amount made to that invoice.
Payment ID
City
Company Name
Zip
Address
Memo
Invoice ID
Company ID
State
Reference number
Date
Amount
Payment Type
Change Order Status
Triggers when an order status changes. It includes the order info as well as a summary of items in the order.
Status
Order Number
Tax Amount
Order Name
Shipping Amount
Tax Code
Contact Email Address
Company Name
Product Summary
Date
Contact Name
Total
Subtotal
Update Custom Field
New Invoice
Triggers when an invoice is created. For orders it will the status set by the “default status to charge customer” financial setting.
Exported from Sales Orders Queue
Amount Paid
Invoice Type
Invoice ID
Void
Invoice Date
Company ID
Shipping Amount
Ship Date
Tax Code
Company Name
Subtotal
Invoice Name
Tax Amount
Total
Charge Date
Exported from Invoices Queue
Process Started
Triggers when a process is started.
Order Number
Order Name
Process Name
Company Name
Company ID
Process ended
Triggers when a process is ended.
Order Number
Order Name
Process Name
Company Name
Company ID
Tag added to company
Triggers when a tag is added to a company.
Company Name
Company ID
Phone Numbers
Email
Name
Addresses
Tag
Tag added to order
Triggers when a tag is added to an order.
Tag
Order Status
Tax_code
Order Number
Tax amount
Shipping Amount
Order Name
Company Name
Product Summary
Date
Total
Subtotal
Tag deleted from company
Triggers when a tag is deleted from a company.
Company Phone Numbers
Addresses
Company ID
Company Name
Email
Tag
Tag deleted from order
Triggers when a tag is deleted from an order.
Tag
Order Status
Tax Code
Order ID
Tax Amount
Shipping
Order Name
Company Name
Product Summary
Date
Total
Subtotal
Employee clock in/out
Triggers when an employee clocks in or out on their timecard.
Date
Type (in or out)
Employee Name
