Overview
Zapier is a tool that helps different apps and software programs work together automatically. It lets you connect your email, spreadsheet, and project management tools so they can share information and complete tasks without you having to do it manually. It acts as a bridge that automates repetitive tasks, saving you time and effort.
To get your BQE CORE data into Zapier, you need to use the BQE CORE Zapier connector, which is powered by BQE CORE Public APIs. The BQE CORE Zapier connector available on the Zapier platform helps you save time by automating tasks and connecting CORE with other apps used by you. It can keep your data in sync, react to changes like new invoices or project updates, and manage workflows across tools like Google Sheets or Slack.
Note: The BQE CORE Zapier connector is available on the Zapier store.
How To
Triggers List
| Trigger Name | Type | Description |
| Check Transaction Updated (Choose Fields) | Instant | Triggers when specific fields in a check transaction are updated. |
| Client Updated (Choose Fields) | Instant | Triggers when specific fields in a client record are updated. |
| Credit Card Updated (Choose Fields) | Instant | Triggers when specific fields in a credit card transaction are updated. |
| Employee Updated – Terminated Status | Instant | Triggers when an employee is terminated. |
| Employee Updated (Choose Fields) | Instant | Triggers when specific fields in an employee record are updated. |
| Expense Entry Updated – Approved Status | Instant | Triggers when an expense entry is approved. |
| Expense Entry Updated (Choose Fields) | Instant | Triggers when specific fields in an expense entry record are updated. |
| Expense Entry Updated (Custom Fields) | Instant | Triggers when specific custom fields in an expense entry record are updated. |
| New Record Created | Instant | Triggers when a new record is created. |
| Payment Updated (Choose Fields) | Instant | Triggers when specific fields in a payment record are updated. |
| Project Updated – Completed Status | Instant | Triggers when a project is marked as completed. |
| Project Updated (Choose Fields) | Instant | Triggers when specific fields in a project record are updated. |
| Project Updated (Custom Fields) | Instant | Triggers when specific custom fields in a project record are updated. |
| Record Deleted | Instant | Triggers when a record is deleted. |
| Record Updated | Instant | Triggers when a record is updated. |
| Time Entry Updated – Approved Status | Instant | Triggers when a time entry is approved. |
| Time Entry Updated (Choose Fields) | Instant | Triggers when specific fields in a time entry record are updated. |
| Time Entry Updated (Custom Fields) | Instant | Triggers when specific custom fields in a time entry record are updated |
| To-Do Updated – Completed Status | Instant | Triggers when a To-Do is marked completed. |
| To-Do Updated (Choose Fields) | Instant | Triggers when specific fields in a To-Do record are updated. |
| Vendor Bill Updated (Choose Fields) | Instant | Triggers when specific fields in a vendor bill record are updated. |
| Vendor Updated (Choose Fields) | Instant | Triggers when specific fields in a vendor record are updated. |
| Workflow Updated | Instant | Triggers when a workflow is updated. |
Actions List
| Action Name | Type | Description |
| Create Activity Item | Create | Create an activity item to track and manage your services. |
| Create Bill Payment | Create | Record a new accounts payable payment made to vendors. |
| Create Chart of Account | Create | Create a new chart of accounts record. |
| Create Check Transaction | Create | Record a check payment to vendors or other payees. |
| Create Client | Create | Add a new client record to manage projects, retainers, invoices, and payments. |
| Create Contact | Create | Add a new contact to store additional information about vendors, employees, clients, and projects. |
| Create Credit Card Transaction | Create | Record a credit card charge, refund, or payment. |
| Create Deposit | Create | Log a new deposit to track funds added to your bank accounts. |
| Create Employee | Create | Add a new employee record for time tracking, expense reporting, and assigning tasks. |
| Create Expense Entry | Create | Log a new expense entry for reimbursable or tracked expenses. |
| Create Expense Item | Create | Create an expense item to categorize and track business expenses. |
| Create General Journal | Create | Create a new general journal entry for accounting adjustments. |
| Create Invoice | Create | Generate a new accounts receivable invoice for your clients. |
| Create Note | Create | Record a new general note to document important information. |
| Create Payment | Create | Log a new accounts receivable payment received from clients. |
| Create Project | Create | Set up a new project to allocate resources, track time, and manage expenses. |
| Create Time Entry | Create | Log a new time entry to track billable or non-billable hours |
| Create To-Do | Create | Add a new To-Do item to track tasks and assignments. |
| Create Vendor | Create | Add a new vendor to track payables, bill payments, and other transactions. |
| Create Vendor Bill | Create | Record a new accounts payable bill for your vendors. |
| Update Client | Update | Modify an existing client record. |
| Update Employee | Update | Modify an existing employee record. |
| Update Expense Entry | Update | Modify an existing expense entry record. |
| Update Project | Update | Modify an existing Project record. |
| Update Time Entry | Update | Modify an existing time entry record. |
| Update To-Do | Update | Modify an existing To-Do record. |
| Update Vendor | Update | Modify an existing vendor record. |
| Find Activity Item | Search | Search for an existing activity item. Optionally, create one if none are found. |
| Find Bill Payment | Search | Search for an existing accounts payable payment. Optionally, create one if none are found. |
| Find Chart of Account | Search | Search for an existing chart of accounts. Optionally, create one if none are found. |
| Find Check Transaction | Search | Search for an existing check transaction. Optionally, create one if none are found. |
| Find Client | Search | Search for an existing client record. Optionally, create one if none are found. |
| Find Credit Card Transaction | Search | Search for an existing credit card transaction. Optionally, create one if none are found. |
| Find Deposit | Search | Search for an existing deposit. Optionally, create one if none are found. |
| Find Employee | Search | Search for an existing employee record. Optionally, create one if none are found. |
| Find Expense Entry | Search | Search for an existing expense entry. Optionally, create one if none are found. |
| Find Expense Item | Search | Search for an existing expense item. Optionally, create one if none are found. |
| Find General Journal | Search | Search for an existing general journal entry. Optionally, create one if none are found. |
| Find Invoice | Search | Search for an existing invoice. Optionally, create one if none are found. |
| Find Note | Search | Search for an existing note. Optionally, create one if none are found. |
| Find Payment | Search | Search for an existing payment. Optionally, create one if none are found. |
| Find Project | Search | Search for an existing project. Optionally, create one if none are found. |
| Find Time Entry | Search | Search for an existing time entry. Optionally, create one if none are found. |
| Find To-Do | Search | Search for an existing To-Do item. Optionally, create one if none are found. |
| Find Vendor | Search | Search for an existing vendor. Optionally, create one if none are found. |
| Find Vendor Bill | Search | Search for an existing vendor bill. Optionally, create one if none are found. |
Connect BQE CORE with Zapier
To connect BQE CORE with Zapier, follow these steps:
- Log in to your Zapier account. If you do not have a Zapier account, go to zapier.com and create one. Both free and paid plans are available, depending on your requirements.
- Search for BQE CORE in the Zapier app directory and click Connect.
- When prompted, log in using your BQE CORE credentials (username and password).
- Create your first zap. A zap consists of a trigger (an event in one app that starts the workflow) and one or more actions (tasks performed in another app). Both BQE CORE and other apps can be used as either a trigger or an action in a Zap.
Set Up Triggers
To set up a trigger, follow these steps:
- On your Zapier dashboard, click the Create Zap button.
- In the app search bar, enter and select the app you want to use as a Trigger. If you want BQE CORE to trigger your workflow, type BQE CORE in the search bar and select it.
- If not already connected, you will be prompted to connect to the BQE CORE account (or the other app you have chosen).
- Choose a trigger event, for example, New Record Created. Next, select a specific module, say Activity Item, and click Continue.
- Test your connection. Click Test Trigger to make sure Zapier retrieves the data successfully.
Note: If you were using older Zaps built with module-specific triggers (e.g., New Project, Update Employee), those will no longer work. You must recreate them using the new grouped trigger types.
Set Up Actions
Actions define the task performed in response to a trigger event. For example, you can configure BQE CORE to create or update records or connect with other apps like Slack to send messages. After your zap is live, it will run automatically whenever the specified trigger occurs.
To set up the action, follow these steps:
- In the app search bar, type the name of the app you want to use as an action. For example, if you want BQE CORE to perform the action (i.e., creating or updating records), type BQE CORE in the search bar and select it.
- Select an action event for the app. For instance, choose Create Activity for BQE CORE or Send Channel Message for Slack and click Continue. Next, configure any specific settings for your event (e.g., adding required fields).
- Next, define how data from the trigger should be used in the action. For example, map fields from the trigger app to the corresponding fields in the action app.
- Click Test Step to verify that the action works as expected, or Skip Test to go to the next step.
- Click Publish for your zap to go live.
Your zap is now live and will automatically execute whenever the trigger event occurs.