Guides

Create invoices using zapier

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Functionality in development

The content in this section or page is currently under development and is not yet available. The functionality may also undergo significant changes.

By providing the API as a beta we hope to be able to iterate quickly based on feedback. Please reach out to [email protected] or join the Developer community. We appreciate any feedback you might have.


Create invoices using Zapier

You can now automate your invoice workflows by connecting Bokio to your other tools on Zapier. This guide demonstrates how to build a Zap that instantly creates an invoice in Bokio when a new invoice is generated in a connected application (e.g., your time tracking software, Harvest).

Prerequisites

You need a Private integration setup so that you can add the API Key and the CompanyId to Zapier.

  • The API Key can be retrieved from Integrations page on a your company in Bokio.
  • The CompanyId can be taken from the brower url. As an example, use the f29de450-1434-456a-91df-6117a4c2b351 in https://app.bokio.se/f29de450-1434-456a-91df-6117a4c2b351/integrations
  • Zapier account (with Bokio invite). Please contact us to get this access.

Zapier access

Steps to Create a Zap

1. Create a New Zap

On your Zapier account, create a new Zap.

2. Set the Trigger

Set the trigger by selecting your invoice tool (Harvest in this example).

Configure the Trigger

  1. Set the Trigger event to "New Invoice".
  2. Follow the on-screen instructions to authorize Zapier.
  3. Configure additional settings as needed and test the trigger.

3. Set the Action

With the trigger set up, you can now set up an Action that fetches the id of this customer in Bokio.

Configure the Action

  1. Add Bokio "Get Customer" action.
  2. Connect your Bokio account.
  3. In the "Name" field, select the "Client Name" field from your time tracking tool's trigger
  4. Test the action.

Get customer

4. Set the Action

After you have got the customer id from Bokio, you can now set up an Action that creates an invoice in Bokio with the details from the invoice that was created in Harvest automatically.

Configure the Action

  1. Add Bokio "Create invoice" action.
  2. Connect your Bokio account.
  3. Map all the details of invoice from "Step 1: New invoice from Harvest".
  4. Set Customer Ref ID to the "ID" from the "Step 2: Get customer from Bokio" step.
  5. Test the action.

Create invoice


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Support and Community

If you have any questions, issues, or feedback regarding the Bokio API, please reach out to [email protected] or join the Developer community. We appreciate any feedback you might have.

Updated 7 days ago