This action creates a new company in CustomBooks™ that is either a customer, vendor or both. The following fields are available:
- Company Name (required)
- Terms (Required). These are the default payment terms for this customer. The payment terms must exist in CustomBooks™ in order for it to be saved through Zapier.
- Currency (required) You may choose a default currency to be used everytime this zap is used or choose “Use a custom value” to specify a the value from a field from the trigger application.
- Is this a customer? Choose yes or no from the dropdown to use that value each time this zap is used or choose “Use a custom value” to specify the value form a field in the trigger application. The value can be either True or False.
- Is this a vendor? (required) Choose yes or no from the dropdown to use that value each time this zap is used or choose “Use a custom value” to specify the value form a field in the trigger application. The value can be either True or False.
- Website (optional).
- Notes (optional).
- Price Level (optional). You may choose a default currency to be used everytime this zap is used or choose “Use a custom value” to specify a the value from a field from the trigger application.
- Sales Person (optional).
- Sales Account (optional). Choose an existing account to use as the default or specify a custom value from the trigger application.
- Expense Account (optional). Choose an existing account to use as the default or specify a custom value from the trigger application.
- Accounts Receivable Account (optional). Choose an existing account to use as the default or specify a custom value from the trigger application.
- Accounts Payable Account (optional). Choose an existing account to use as the default or specify a custom value from the trigger application.
Create Product
This action creates a new product inventory item in CustomBooks™.
Create Service
This action creates a new service inventory item in CustomBooks™.