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How Zapier works
Zapier makes it easy to integrate Smarty Accounting with Kape - 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 "New Bill" from Smarty Accounting.
Add your action
An action happens after the trigger—such as "Add Lead" in Kape.
You’re connected!
Zapier seamlessly connects Smarty Accounting and Kape, 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.
- New Bill
Triggers when a new bill is created.
Try ItTriggerPolling - New Estimate
Triggers when a new estimate is created
Try ItTriggerPolling - New Sales Invoice
Triggers when a new sales invoice is created
Try ItTriggerPolling - Item Type
- Item name
- Sales Price
- Sales Description
- Purchase Price
- Purchase Description
ActionWrite
- New Contact
Triggers when a new contact is created
Try ItTriggerPolling - New Item
Triggers when a new item is created
Try ItTriggerPolling - Contact Type
- First name
- Last name
- Display nameRequired
- Email
- Company name
- Postcode
- Country
- State
- City
- Address Line 1
- Address Line 2
- Home Phone
- Business Phone
- Mobile
- Fax
- Description
ActionWrite- leadDetails
- source
- firstNameRequired
- lastName
- Email
- mobileNumberRequired
- linkedInUrl
ActionWrite
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