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When this happens...
Choose an Action
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Trigger event
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from QuickBooks Online.
Add your action
An action happens after the trigger—such as "Talk to an Agent" in Dust.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actionsTriggers & Actions
New Account
Triggers when you add a new account.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Bill
Triggers when a new bill is added.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Estimate Emailed
Triggers when an estimate is emailed.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Expense
Triggers when a new expense is added.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Invoice Emailed
Triggers when an invoice is emailed.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Bill Payment
Triggers when a new bill paid.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Deposit
Triggers when a there is a new deposit.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Paid Invoice
Triggers when the balance of an invoice becomes zero.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Project
Triggers when a new project is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Time Entry
Triggers when a new time entry is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Purchase Order
Triggers when a new purchase order is added.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Supplier Credit
Triggers when a new supplier credit is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Updated Credit Memo
Triggers when a credit memo is updated.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Updated Estimate
Triggers when an existed estimate is updated.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Vendor
Triggers when a new vendor is added.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Create Bill (Item Based)
Create a new bill, optionally tied to a customer.
Vendor Required
Bill Number
Line_item
Line_description
Amount Required
Qty
Unit Price
Line_class
AP Account
Customer
Due_date
Transaction Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Bill (Item Based)
Create a new bill, optionally tied to a customer (with line item support).
Vendor Required
Terms
Transaction Date
Due_date
Bill Number
Department
Global_tax_calculation
Product/Service
Description
Qty
Rate
Amount Required
Billable?
Customer
Line_class
Tax_code
AP Account
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Employee
Creates a new employee.
Primary Email Address
Given Name Required
Family Name Required
Middle Name
Employee Phone Number
Birth Date
Billable Time
Active
Release Date
Cost Rate
Employee Mobile
Gender
Hired Date
Organization
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Customer
Adds a new customer.
Full Name Required
Display_name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Notes
Currency
Taxable
Tax_code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred_payment_method
Preferred_delivery_method
Terms
Customer_type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Expense
Creates a new expense using check, cash, or credit card.
Payee_type Required
Payment_type Required
Bank/Credit Account Required
Payment Date
Payment_method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
Tax_code
Total_tax
Tax_calculation
Department
Location
Currency
Exchange Rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Journal Entry
Creates a new journal entry.
Journal Date
Journal_number
Auto Generate Journal Entry Number
Account Required
Debit_amount Required
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Account Required
Credit_amount Required
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange_rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Sales Receipt
Adds a new sales receipt (with line item support).
Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line_amount Required
Service_date
Line_description
Product/Service
Line Item Quantity
Line Item Unit Price
Line_item_tax_code
Line_item_class
Transaction Date
Total_discount
Payment_method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Currency
Exchange_rate
Class
Tax_code
Total_tax
Tax_calculation
Shipping_tax
Shipping Cost
Department
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Purchase Order
Creates a new purchase order.
Vendor Required
Purchase Order Status
Mailing_address
Shipping_address
Purchase Order Date
Ship Via
Purchase Order Number
PO Email
Account
Description
Amount
Customer
Class
Product/Service Required
Description
Quantity Required
Rate
Amount Required
Customer
Class
Your Message to Vendor
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send Estimate
Sends an estimate.
- Estimate Id Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send Sales Receipt
Send an existing sales receipt.
Sales_receipt Required
Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Bill
Updates an existing bill.
Bill ID Required
Vendor
AP Account
Transaction Date
Due Date
Line ID
Amount
Description
Account
Customer
Class
Tax Code
Billable Status
Currency
Exchange Rate
Private Note
Global Tax Calculation
Total Amount
Sales Terms
Department
Document Number
Include in Annual TPAR
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Estimate
Updates an existing estimate.
Estimate ID Required
Customer
Transaction Date
Shipping Date
Detail Type
Amount
Description
Item
Unit Price
Quantity
Tax Code
Discount Percent
Print Status
Email Status
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Class
Sales Terms
Shipping Method
Tracking Number
Document Number
Accepted By
Accepted Date
Exchange Rate
Department
Apply Tax After Discount
Private Note
Customer Memo
Expiration Date
Transaction Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Product
Updates an existing product.
Item Required
Name
Type
SKU
Sales Tax Included
Sales Tax Code
Class
Source
Purchase Tax Included
Description
Sub Item
Taxable
Purchase Description
Active
Purchase Cost
Unit Price
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Sales Receipt
Updates an existing sales receipt.
Sales Receipt ID Required
Customer
Transaction Date
Shipping Date
Info
Detail Type
Amount
Description
Item
Unit Price
Quantity
Discount Percent
Total Amount
Print Status
Email Status
Payment Reference Number
Deposit To Account
Payment Method
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Tracking Number
Class
Department
Private Note
Customer Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Vendor
Adds a new vendor.
Full Name Required
Phone
Email
Website
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Company__name
Vendor__1099
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Void Invoice
Void an invoice.
- Invoice ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Account
Find an account by name.
- Account Name Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Customer
Find a customer by name or email address.
Search Field Required
Search Value Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Class
Finds a class based on name or ID.
Info
ID
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Employee
Finds an employee based on display name or ID.
Info
ID
Display Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Products
Find products by names (with line item support)
Info
Product Name
SKU
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Sales Receipt
Finds a sales receipt by ID, Customer Name or Sales Receipt Number.
- Search By Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Product
Find a product by name or sku
Info
Product Name
SKU
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find or Create Customer
Finds or creates a specific customer v2.
Search Field Required
Search Value Required
Full Name Required
Display_name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Notes
Currency
Taxable
Tax_code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred_payment_method
Preferred_delivery_method
Terms
Customer_type
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Find or Create Sales Receipt
Finds or creates a specific sales receipt.
Search By Required
Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line_amount Required
Service_date
Line_description
Product/Service
Line Item Quantity
Line Item Unit Price
Line_item_tax_code
Line_item_class
Transaction Date
Total_discount
Payment_method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Currency
Exchange_rate
Class
Tax_code
Total_tax
Tax_calculation
Shipping_tax
Shipping Cost
Department
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Find or Create Vendor
Finds or creates a specific vendor.
Full Name Required
Phone
Email
Website
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Company__name
Vendor__1099
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Upload Document
Upload a document to a Dust Data Source / Folder
Folder Name Required
Document ID Required
Document title
Document Content Required
Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
New Bank Transaction
Triggers when a new bank transaction is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Customer
Triggers when you add a new customer.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Estimate
Triggers when you add a new estimate.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Invoice Due
Triggers when an invoice becomes due within a specified number of days.
- Days Required
New Invoice
Triggers when you add a new invoice.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Credit Memo
Triggers when a new credit memo is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Journal Entry
Triggers when a new journal entry is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Product
Triggers when a new product is created.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Refund Receipt
Triggers when there is a new refund receipt.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Payment
Triggers when a payment is received (with line item support).
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
New Sales Receipt
Triggers when a new sales receipt is added.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Updated Bill
Triggers when a bill is updated.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Updated Customer
Triggers when an existing customer is updated.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger\ \ This is the start of your Zap\ \ Instant\ \ This event starts a Zap instantly.\ \ Try It
Attach File(s) or Note
Attach a file or files to an entity or add a note to an entity.
- Attachment Type Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Bill (Account Based)
Create a new bill, optionally tied to a customer (with line item support).
Vendor Required
Terms
Transaction Date
Due_date
Bill Number
Department
Currency
Exchange Rate
Global_tax_calculation
Description
Amount Required
Billable?
Customer
Class
Account Required
Tax_code
AP Account
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Deposit
Creates a new deposit in QuickBooks.
Deposit To Account Required
Transaction Date
Private Note
Currency
Exchange Rate
Global Tax Calculation
Department
Transaction Source
Transaction Location Type
Amount Required
Account Required
Payment Method
Description
Transaction Type
Entity
Class
Check Number
Tax Code
Tax Applicable On
Cash Back Account
Cash Back Amount
Cash Back Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Credit Memo
Creates a new credit memo.
Customer Required
Email
Send Later?
Billing_address
Credit_memo_date
Credit_memo_number
Auto Generate Credit Memo Number
Class
Amount Required
Service_date
Product/Service
Description
Quantity
Rate
Tax
Class
Message_displayed_on_credit_memo
Memo
Apply Tax After Discount?
Discount_value
Discount_percent
Sales Tax Rate
Shipping Cost
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Estimate
Create a new estimate (with line item support).
Customer Required
Number
Line_amount Required
Line_description
Line Item/Product
Line Item Quantity
Line_item_tax_code
Line Item Service Date
Rate
Tax_calculation
Transaction Date
Expiration_date
Ship Date
Message displayed on estimate
Billing_address
Billing Address City
Billing Address Country
Billing Address Postal Code
Billing Address State/Province
Shipping_address
Shipping Address City
Shipping Address Country
Shipping Address Postal Code
Shipping Address State/Province
Shipping amount
Bill Email
Send later
Discount_value
Discount_percent
Class
Sales Terms
Shipping Method
Tracking Number
Private Note
Transaction Status
Apply Tax After Discount
Print Status
Department
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Product/Service
Creates a new product or service.
Type Required
Name Required
Description_on_sales_forms
Sales Price/Rate
Description_on_purchase_forms
Cost
SKU
Category
Is Taxable?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Invoice
Adds a new invoice (with line item and bundle item support).
Info
Customer Required
Email
Cc
Bcc
Send Later?
Billing_address
Shipping_address
Terms
Invoice Date
Due_date
Ship_via
Shipping_date
Tracking_number
Invoice Number
Auto Generate Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Helptext_line_amount
Amount
Tax
Class
Add Bundle Item to invoice?
Message Displayed on Invoice
Message Displayed on Statement
Project ID
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax_code
Total_tax
Tax_calculation
Apply Tax After Discount?
Discount_value
Discount_percent
Shipping_tax
Shipping
Deposit
Deposit To Account
Class
Department
Location
Currency
Exchange Rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Payment
Creates a new payment, optionally linked to an invoice.
Customer Required
Total Amount Required
Unapplied Amount
Transaction Date
Payment_method
Payment Reference Number
Deposit To Account
Line_amount
Line Linked Invoice
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Refund Receipt
Creates a new refund receipt.
Refund_from Required
Customer
Email
Billing_address
Refund_receipt_date
Refund_receipt_number
Transaction_class
Payment_method
Check_number
Print Later?
Product/Service Required
Amount Required
Service_date
Description
Quantity
Rate
Tax
Class
Message_displayed_on_refund_receipt
Memo
Apply Tax After Discount?
Discount_value
Discount_percent
Sales Tax Rate
Shipping
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send Invoice
Send an existing invoice.
Info
Invoice Required
Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Time Activity
Creates a new single time activity.
- Time Activity Type Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Customer
Updates an existing customer.
Customer Required
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Phone
Mobile
Fax
Other
Website
Print_on_check_as
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption_details
Job/Parent Customer
Active
Customer_type
Preferred_payment_method
Taxable
Tax_code
Tax Registration Number
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Invoice
Updates an existing invoice (with line item support).
Invoice Required
Customer
Email
Cc
Bcc
Send Later?
Billing_address
Shipping_address
Terms
Invoice Date
Due_date
Ship_via
Shipping_date
Tracking_number
Invoice Number
Auto Generate Invoice Number
Service_date
Product/Service
Description
Quantity
Rate
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax_code
Total_tax
Tax_calculation
Apply Tax After Discount?
Discount_value
Discount_percent
Shipping_tax
Shipping
Deposit
Class
Department
Location
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Purchase (Expense)
Updates an existing purchase/expense transaction.
Purchase ID Required
Vendor/Customer/Employee
Payment Type Required
Account
Transaction Date
Payment Method
Document Number
Private Note
Total Amount
Department
Transaction Location Type
Currency
Exchange Rate
Global Tax Calculation
Tax Code
Total Tax
Line Item Detail Type Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Vendor
Updates an existing vendor.
Select Vendor Required
Title
Given Name
Middle Name
Suffix
Family Name
Primary Email Address
Display Name
Fax number
Business Number
Currency Code
Currency Name
Mobile Phone Number
Primary Phone Number
Alternate Phone Number
Active
Vendor 1099
Cost Rate
Billing Rate
Web Address
Company Name
Tax Identifier
Account Number
Print On Check Name
Address__line1
Address__line2
Address__city
Address__state_code
Address__country
Address__zip_code
Balance
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Vendor Credit
Creates a new vendor credit.
Vendor Required
Transaction Date
Document Number
Currency
Exchange Rate
Location
Department
Tax Calculation
Memo
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Stop on error Required
HTTP Method Required
URL Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get Attachments
Get attachments from a record.
Type Required
Id Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Estimate
Finds an estimate.
Estimate Id
Doc Number
Customer Name
Transaction Date
Total Amount
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Customer by Query
Finds customers using custom SQL-like WHERE clause syntax for advanced querying.
- WHERE Clause Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Payment
Finds a payment based on Id.
- Id Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Purchase (Expense)
Find a purchase/expense transaction by various criteria such as vendor, date, amount, or document number.
Info
Purchase ID
Document Number
Vendor ID
Vendor Name
Transaction Date
Total Amount
Payment Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Invoice
Find an invoice using either Invoice Number, Invoice ID or Invoice Date or Due Date.
Info
Invoice Number
Invoice ID
Invoice Date
Due Date
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Vendor
Find a vendor by name.
- Name Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find or Create Employee
Finds or creates a specific employee.
Info
ID
Display Name
Primary Email Address
Given Name Required
Family Name Required
Middle Name
Employee Phone Number
Birth Date
Billable Time
Active
Release Date
Cost Rate
Employee Mobile
Gender
Hired Date
Organization
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Find or Create Product
Finds or creates a specific product.
Info
Product Name Required
SKU
Type Required
Description_on_sales_forms
Sales Price/Rate
Description_on_purchase_forms
Cost
Category
Is Taxable?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Talk to an Agent
Send a message to a Dust agent and retrieve the answer
@agent Required
The message to send to the agent Required
Timezone Required
Username Required
Email Required
Blocking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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Connect QuickBooks Online and Dust to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Integration categoriesLead management
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate QuickBooks Online on the Zapier blog
How to automate invoices with QuickBooks Online and Zapier
You can streamline your invoicing process by adding automation to the mix. Here's how to set up a Zap—what we call our automated workflows—that turns orders from your online store into invoices in QuickBooks Online.
How to automate invoices with QuickBooks Online and Zapier
4 ways to automate QuickBooks Online
Automation can help keep you on track the entire calendar year so that, come tax time, you won't have to start from scratch and dig through a mountain of digital paperwork. Here's how you can use Zaps—Zapier's automated workflows—to connect the tools across your business to QuickBooks so your books...
4 ways to automate QuickBooks Online
Make work flow with AI
Level up your QuickBooks Online to Dust integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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About Dust
Dust lets you build custom AI assistants with access to your company's data.
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Connect QuickBooks Online to Dust on the world's largest no-code automation platform
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