Zapier: Accounting
FAQ – Hidden Features: Part 2
August 29, 2023
Newsletter Q3 2023
October 27, 2023
Increased Automation
Accounting
Use Zapier triggers and actions to automate tasks within DocketManager.
Here are just a few examples of ways you could increase your automation
Here are just a few examples of ways you could increase your automation
1
Create or Update Customers in your Accounting Software
When creating new customers or updating existing ones in DocketManager, keep your accounting software up to date, with the following triggers.
Trigger:
Customer Created
Customer Created
Trigger:
Customer Updated
Customer Updated
Action:
Choose the action for your Accounting Software
Choose the action for your Accounting Software
Action:
Choose the action for your Accounting Software
Choose the action for your Accounting Software
2
Create or Update Contacts in your Accounting Software
When updating existing contacts in DocketManager, keep your accounting software, with the following trigger.
3
Create Payments in your Accounting Software
When creating new payments in DocketManager, keep your accounting software, with the following triggers.
Trigger:
Contact Updated
Contact Updated
Trigger:
Payment Created
Payment Created
Action:
Choose the action for your marketing list
Choose the action for your marketing list
Action:
Choose the action for your marketing list
Choose the action for your marketing list
4
Create or Update Invoices in your Accounting Software
When creating new customers or updating existing ones in your CRM, keep DocketManager up to date, with the following actions.
Trigger:
Order Posted
Order Posted
Trigger:
Order Sync
Order Sync
Action:
Choose the action for your accounting software
Choose the action for your accounting software
Action:
Choose the action for your accounting software
Choose the action for your accounting software
