Connect Hubflo and QuickBooks Online to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Hubflo with QuickBooks Online - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Client Invited to Portal" from Hubflo.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects Hubflo and QuickBooks Online, automating your workflow.
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.
- Client Invited to Portal
Triggers when a new invitation to the portal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Chatroom
Triggers when a new chatroom is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New File Uploaded
Triggers when a new file is uploaded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New File Uploaded (By Client)
Triggers when a new file is uploaded by client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Form
Triggers when a new form is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Issued Invoice
Triggers when a new invoice is issued (non draft).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Smartdoc
Triggers when a new smartdoc is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task (By Client)
Triggers when a new task is created by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Workspace
Triggers when a new workspace is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Smartdoc Completed
Triggers when a smartdoc is completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed
Triggers when a task is mark as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - invoice idRequired
- accounting id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- urlRequired
- display mode
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- chat_room_idRequired
- participant_typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- business description
- company email
- address
- postal_code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
- ownerRequired
- Hubspot ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- contactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- date
- duration in minutesRequired
- billableRequired
- hourly rate
- hourly cost
- project id
- task idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- estimated revenue
- start date
- end date
- ownerRequired
- primary contact
- project typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- titleRequired
- DescriptionRequired
- Quote comment
- Author IdRequired
- project id
- Expires in days
- Payment Terms
- contacts
- Payment Methods
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- titleRequired
- subtitle
- welcome_message
- new chat room
- assignees
- project id
- template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- contentRequired
- Parent ID (for subfolders)
- __new__
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- invoice idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- invoice idRequired
- paid atRequired
- payment methodRequired
- paid amountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- task idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form idRequired
- contactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- smartdoc idRequired
- contactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company id
- nameRequired
- business description
- company email
- address
- postal_code
- city
- state
- country
- staff
- siret
- vat number
- website
- url linkedin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- project id
- nameRequired
- estimated revenue
- start date
- end date
- ownerRequired
- primary contact
- project typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- contactRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- library
- type
- workspace idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- find contact by
ActionThis is an event a Zap performs.SearchFind existing data in your app- Form idRequired
- status
ActionThis is an event a Zap performs.SearchFind existing data in your app- find contact by
ActionThis is an event a Zap performs.SearchFind existing data in your app- company email
- phone
ActionThis is an event a Zap performs.SearchFind existing data in your app- template
ActionThis is an event a Zap performs.SearchFind existing data in your app- task idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ChatroomRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- find contact by
- nameRequired
- estimated revenue
- start date
- end date
- ownerRequired
- primary contact
- project typeRequired
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 Account
Triggers when you add a new account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Emailed
Triggers when an estimate is emailed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Emailed
Triggers when an invoice is emailed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Bill Payment
Triggers when a new bill paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deposit
Triggers when a there is a new deposit.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Journal Entry
Triggers when a new journal entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund Receipt
Triggers when there is a new refund receipt.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment
Triggers when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Supplier Credit
Triggers when a new supplier credit is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Credit Memo
Triggers when a credit memo is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Estimate
Triggers when an existed estimate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Vendor
Triggers when a new vendor is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - VendorRequired
- Bill Number
- Line_item
- Line_description
- AmountRequired
- Qty
- Unit Price
- Line_class
- AP Account
- Customer
- Due_date
- Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Global_tax_calculation
- Line_item
- Line_description
- Qty
- Unit Price
- AmountRequired
- Billable?
- Customer
- Line_class
- Tax_code
- AP Account
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primary Email Address
- Given NameRequired
- Family NameRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- Display_name
- titleRequired
- First Name
- Middle name
- Family NameRequired
- Company
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payee_typeRequired
- Payment_typeRequired
- AccountRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- date
- Journal_number
- Auto Generate Journal Entry Number
- AccountRequired
- Debit_amountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- AccountRequired
- Credit_amountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer
- Find Customer by Name/Email
- company email
- Send Later?
- Memo
- Message displayed on estimate
- Line_amountRequired
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Credit Memo 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- status
- Mailing_address
- Shipping_address
- date
- Ship Via
- Purchase Order Number
- PO Email
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Memo
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- invoice idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales_receiptRequired
- company email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Bill IDRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IDRequired
- Customer
- Transaction Date
- Ship Date
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product/Service
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Receipt IDRequired
- Customer
- Transaction Date
- Ship Date
- Info
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Discount Percent
- Total Amount
- Print Status
- Email Status
- Payment Reference Number
- Deposit To AccountRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- phone
- company email
- website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- invoice idRequired
- nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- invoice idRequired
- Display Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- nameRequired
- SKU
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- nameRequired
- SKU
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- nameRequired
- Display_name
- titleRequired
- First Name
- Middle name
- Family NameRequired
- Company
- 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
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 ByRequired
- Info
- Customer
- Find Customer by Name/Email
- company email
- Send Later?
- Memo
- Message displayed on estimate
- Line_amountRequired
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Credit Memo 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
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- nameRequired
- phone
- company email
- website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
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
- Client Signed Up to Portal
Triggers when a client complete invitation to the portal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Form Completed (By Client)
Trigger when a form is completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Overdue
Triggers when an invoice is overdue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Send Message
Triggers when a message is sent in a chatroom
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Comment on a Task
Triggers when a new comment is created on a task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New File Added to Task
Triggers when a new file is added to a task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Issued Proposal
Triggers when a new proposal is issued (non draft).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Proposal
Triggers when a new proposal is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Time Log
Triggers when a new time log is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Project Stage Updated
Triggers when a project stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Smartdoc Sent
Triggers when a smartdoc is sent to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed (By Client)
Triggers when a task is mark as completed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - task idRequired
- bodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- urlRequired
- library
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- invoice idRequired
- URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- full nameRequired
- first name
- last name
- company email
- phone
- secondary phone
- contact type
- priority
- address
- postal_code
- city
- state
- country
- job title
- url linkedin
- ownerRequired
- company id
- company name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- task idRequired
- file_id
- library
- titleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- titleRequired
- contentRequired
- projects
- contacts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- project id
- project section templateRequired
- Make task visible in workspace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- nameRequired
- DescriptionRequired
- date
- completed
- project id
- contactRequired
- workspace idRequired
- assignees
- clickup id
- contacts
- tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- titleRequired
- Parent ID (for subfolders)
- DescriptionRequired
- locked
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- invoice idRequired
- DescriptionRequired
- date
- duration in minutesRequired
- billableRequired
- hourly rate
- hourly cost
- project id
- task idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- company id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- invoice idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- invoice idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- chat_room_idRequired
- bodyRequired
- private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- invoice idRequired
- titleRequired
- subtitle
- welcome_message
- chat_room_idRequired
- project id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- contactRequired
- full nameRequired
- first name
- last name
- company email
- phone
- secondary phone
- contact type
- priority
- address
- postal_code
- city
- state
- country
- job title
- url linkedin
- company id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- task idRequired
- nameRequired
- DescriptionRequired
- date
- completed
- project id
- contactRequired
- workspace idRequired
- assignees
- contacts
- tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspace idRequired
- locked
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- find contact by
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspace idRequired
- titleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- project id
- nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- overdue
- project id
- contactRequired
- assignee_id
- creator_type
- completed
- Parent ID (for subfolders)
ActionThis is an event a Zap performs.SearchFind existing data in your app- contactRequired
- nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Form idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- invoice idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- chat_room_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- find contact by
- full nameRequired
- first name
- last name
- company email
- phone
- secondary phone
- contact type
- priority
- address
- postal_code
- city
- state
- country
- job title
- url linkedin
- ownerRequired
- company id
- company name
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- find contact by
- titleRequired
- subtitle
- welcome_message
- new chat room
- assignees
- project id
- template
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 Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when you add a new customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Estimate
Triggers when you add a new estimate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Credit Memo
Triggers when a new credit memo is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Paid
Triggers when an invoice is paid in full. (Balance changes to zero)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Time Entry
Triggers when a new time entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Sales Receipt
Triggers when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Bill
Triggers when a bill is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Customer
Triggers when an existing customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Currency
- Exchange Rate
- Global_tax_calculation
- DescriptionRequired
- AmountRequired
- Billable?
- Customer
- Class
- AccountRequired
- Tax_code
- AP Account
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deposit To AccountRequired
- Transaction Date
- Private Note
- Currency
- Exchange Rate
- Global Tax Calculation
- Department
- Transaction Source
- Transaction Location Type
- AmountRequired
- AccountRequired
- Payment Method
- Description
- Transaction Type
- Entity
- Class
- Check Number
- Tax Code
- Tax Applicable On
- Cash Back Account
- Cash Back Amount
- Cash Back Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- company email
- Send Later?
- Billing_address
- Credit_memo_date
- Credit_memo_number
- Auto Generate Credit Memo Number
- Class
- AmountRequired
- Service_date
- Product/Service
- DescriptionRequired
- Quantity
- Rate
- Tax
- Line_class
- Message_displayed_on_credit_memo
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Bill Number
- Line_amountRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- type
- nameRequired
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- SKU
- Category
- Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Auto Generate Credit Memo Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Helptext_line_amount
- Line_amountRequired
- Line_item_tax_code
- Class
- Add Bundle Item to invoice?
- Message displayed on estimate
- Memo
- 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 Cost
- Deposit
- Deposit To Account
- Class
- Department
- Location
- Currency
- Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Total AmountRequired
- Unapplied Amount
- Transaction Date
- Payment_method
- Payment Reference Number
- Deposit To Account
- Line_amountRequired
- Line Linked Invoice
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Refund_fromRequired
- Customer
- company email
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment_method
- Check_number
- Print Later?
- Product/Service
- AmountRequired
- Service_date
- DescriptionRequired
- Quantity
- Rate
- Tax
- Class
- Message_displayed_on_refund_receipt
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- InvoiceRequired
- company email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- company name
- Email
- titleRequired
- First Name
- Middle name
- Family NameRequired
- Suffix
- Display_name
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Auto Generate Credit Memo Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Line_amountRequired
- Line_item_tax_code
- Class
- Message displayed on estimate
- Memo
- 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 Cost
- Deposit
- Class
- Department
- Location
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase IDRequired
- Vendor/Customer/Employee
- Payment TypeRequired
- 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
- Detail Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- invoice idRequired
- titleRequired
- First Name
- Middle name
- Suffix
- Family NameRequired
- Email
- Display_name
- Fax
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- VendorRequired
- Transaction Date
- Purchase Order 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
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
- bodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- type
- Line ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- invoice idRequired
- Doc Number
- Customer Name
- Transaction Date
- Total Amount
ActionThis is an event a Zap performs.SearchFind existing data in your app- WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- invoice idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Purchase IDRequired
- Doc Number
- Vendor ID
- Vendor Name
- Transaction Date
- AmountRequired
- Payment Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Bill Number
- Invoice ID
- Invoice Date
- Due Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- invoice idRequired
- Display Name
- Primary Email Address
- Given NameRequired
- Family NameRequired
- 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
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- Info
- nameRequired
- SKU
- type
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- Category
- Is Taxable?
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
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Hubflo and QuickBooks Online 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.