How to connect InvoiceTools to Zapier

Steps

1. Sign in with a Business plan account and open Account.
2. Under Apps and API, create an API key. Treat it like a password.
3. In Zapier, add a step and search for InvoiceTools. The app is public in Zapier’s app directory with Zapier’s Beta tag.
4. When Zapier asks to connect, paste the key on Zapier’s connection screen and nowhere else.
5. Choose a trigger, map the fields, review the Zap and turn it on in Zapier.

What the app can do

Triggers include New Invoice, Invoice Viewed, Invoice Paid, Quote Accepted and Payment Received. Actions include Create Invoice, Create Quote, Create Client and Record Payment. Create Invoice and Create Quote make editable drafts. An email goes out only when a Zap uses Send Invoice or Send Quote, and no action charges a card. See every trigger and action on the Zapier page.

Who to ask

For a Zap that fails, the Zap editor or your Zapier plan, use Zapier help. For your API key, Business plan access or an InvoiceTools step that fails, contact us. The API docs cover direct use.

Common problems

• I cannot create an API key.

  API keys are part of the Business plan.