Available Zapier Actions

Available Zapier Actions

Available Zapier Actions


CustomBooks™ provides the following actions that may be used in Zapier:

Create Salesperson


This action results in the creation of a new salesperson. The salesperson has one field: Salesperson name.

Create Company


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™.

    • Related Articles

    • Integrate with Zapier

      Integrate with Zapier CustomBooks™ has partnered with Zapier and this allows you to connect CustomBooks™ to more than 500 applications to automate tasks. About Zapier Zapier enables you to automate tasks between other online apps (like Salesforce, ...
    • How to Get Started with CustomBooks™ and Zapier

      How to Get Started with CustomBooks™ and Zapier Create an account at Zapier.com. There are both free and paid plans available. Click the Make a Zap button Search for the application that you’d like to have as the trigger application in the search box ...
    • The CustomBooks™ Command Bar

      The CustomBooks™ command bar appears at the top of almost every screen in the application and contains actions that may be taken on the data showing on the screen. For example, on the Sales Orders list view, you can use these actions to create a new ...
    • Keyboard Shortcuts - Common Actions (Mac)

      Keyboard Shortcuts - Common Actions (Mac) Action Keyboard Shortcut Remove Del Print the active document Command + P Copy to clipboard Command + C Cut to clipboard Command + X Paste from clipboard Command + V Undo the last action Command + Z Redo the ...
    • Recommended Zaps: New Salesperson from Google Spreadsheet Row

      Sometimes the people who hire new salespeople may not have access to CustomBooks™. With a simple row in a spreadsheet, the magic begins. Google Sheets is one of the most popular and easy ways to manage a spreadsheet. With this Zap, as you add new ...