Zapier integration
Connect Invoice Crowd to Zapier using your Invoice Crowd sign-in. A Zap can start when a customer, item, income, expense, invoice or estimate is added, or create those records from the other apps in your Zaps.
How it works
A Zap starts with a trigger and runs one or more actions. Invoice Crowd can sit at either end: the trigger that starts the Zap, or the action that saves a record in the business you chose.
Owner sign-in, revocable
When Zapier asks for an Invoice Crowd connection, sign in with the account owner's email and password, add an authenticator code if two-factor sign-in is on, and choose the business. The connection lasts 90 days and appears under Connected Apps on your Integrations page, with when it was last used and a Revoke button.
Runs on your Zapier schedule
Use a new customer, item, income, expense, invoice or estimate to start the Zap. Zapier checks for new records on your Zapier plan's schedule. Add a Filter step to carry on only when a record matches, or Paths to branch.
Creates drafts for your review
Add a customer, item, income, expense, invoice or estimate from an earlier step and map its fields. Invoice Crowd checks the required information, works out document totals itself and saves invoices and estimates as drafts, so nothing reaches your customer until you send it.
Available triggers and actions
Each trigger starts a Zap when a record is added in Invoice Crowd. Each action creates a record from an earlier step. Here is a typical use for each.
Start a Zap when a customer is added, for example to add them to your email marketing list.
Start a Zap when a product or service is added, for example to keep a price-list spreadsheet current.
Start a Zap when an invoice is created, for example to post a note in your team chat.
Start a Zap when an estimate is created, for example to open a deal in your CRM.
Start a Zap when income is recorded (New Other Income in Zapier), for example to log it in a cash-flow spreadsheet.
Start a Zap when an expense is recorded, for example to alert whoever approves spending.
Add a customer when a lead form is submitted or a CRM deal is won.
Add a product or service item when one is added to another catalog.
Create a draft invoice from a won deal or a completed order, ready for you to review and send.
Create a draft estimate from a quote request form.
Record income from a sale made in another tool (Create Other Income in Zapier).
Record an expense from a receipt or card transaction logged elsewhere.
Questions
Yes. You connect through Zapier using your Invoice Crowd sign-in, and Zaps can use 6 Invoice Crowd triggers (a new customer, item, income, expense, invoice or estimate) and 6 actions that create those same records.
It is saved as an editable draft in the business the Zap uses, with totals worked out by Invoice Crowd. Nothing is emailed to your customer, so you review and send it from Invoice Crowd.
When Zapier asks you to connect an Invoice Crowd account, sign in with the owner's email and password, add an authenticator code if you use two-factor sign-in, and choose the business. Only the account owner can connect.
Zapier checks Invoice Crowd for new records on your Zapier plan's schedule and starts the Zap as soon as it finds one.
90 days, after which you reconnect Invoice Crowd in Zapier. Connected Apps on your Integrations page shows the connection, when it was last used and when it expires, and lets you revoke it. Changing your Invoice Crowd password also disconnects it.
Every plan, including the free plan. A customer a Zap creates counts toward your plan's customer limit, just like one you add by hand.
Yes, with a code from your authenticator app or a recovery code. If your two-factor sign-in uses email codes, switch on an authenticator app in Security Settings before connecting.
Yes. Invoice Crowd passes the record's fields to Zapier, so a Filter step can continue only for, say, invoices in one currency, and Paths can treat new customers and new estimates differently.
Connect Invoice Crowd in Zapier, pick a trigger or action, map your fields and test the Zap before you turn it on.
