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Deskera Zapier integrationAutomate Deskera with Zapier.

The Deskera Zapier integration gives you 6 triggers and 12 actions, and no search. Every trigger is instant, so a Zap on the free plan starts just as fast as on a paid one. Read on 1 October 2026, app version DeskeraCLIAPI@1.10.10.

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Overview

What the Deskera Zapier integration actually does for you

The Deskera Zapier integration links your Deskera account to Zapier so that something happening in Deskera (a contact, a deal, a product) starts an automation, and so that other steps can write into Deskera for you: contacts, deals, quotes, orders, invoices, bills, accounts and products.

Three uses that fit what it exposes. A sales team and a finance team that see the same customer: New CRM+ Contact fires, and Create a New Contact opens the matching record on the books side. A deal that lands in the pipeline from somewhere else: Create a New Deal in CRM drops it into the right pipeline and stage, and Update an Existing Deal in CRM moves it later. A catalogue kept in one place: New Product fires on each product you add, so anything downstream learns about it at once.

Here is what Zapier does not do for this app. There is no search step, so a Zap cannot look up an existing Deskera contact or deal before writing. Nothing gets edited apart from CRM deals, and nothing gets deleted. And the sales documents (quotation, order, sales invoice, bill) ask for a long list of mandatory fields, so they suit a Zap fed by an app that already holds line items and addresses.

If you would rather compare tools before you commit, the Deskera Make integration page covers the same app on Make, and our Zapier review looks at the platform as a whole.

Vocabulary

Zapier words in one minute

Seven terms, and you will read the rest of this page without a dictionary.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier sits and waits for that event.
Action
What the Zap does after it starts: the step that writes, sends or moves something for you in an app.
Task
The unit Zapier bills you for: one action your Zap completes successfully. Your plan's allowance is a count of these.
Polling vs instant
A polling trigger is checked by Zapier on a timer. An instant trigger is pushed by the app the moment the event happens. All six Deskera triggers are instant.
Filter
A step that lets the Zap continue only when what arrived meets a condition you set, and stops it quietly otherwise.
Search step
A step that looks up an item that already exists in an app so later steps can reuse it. Deskera offers none on Zapier.
Cost

What it really costs to run Deskera on Zapier

Deskera is not a premium app, so it works on the free plan. The bill is counted in tasks, and only finished actions count.

  • Free plan100 tasks a month, unlimited Zaps, two steps per Zap
  • Premium appNo, Deskera runs on the free plan
  • Deskera triggers6 instant, 0 polling

The trigger never costs a task, and neither does Zapier waiting for new data. Each action that succeeds is one task, counted separately: a Zap with three actions uses three times what a one-action Zap uses. An action that fails is not counted. The free plan stops at two steps, one trigger and one action. Add a second action or a filter and you have a multi-step Zap, which needs a paid plan. The interval grid below only concerns polling triggers, so it never slows a Deskera Zap down.

Connect

Connect your Deskera account in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A connection is your Deskera account linked once, then reused by every step that talks to Deskera.

  2. 02

    Find Deskera and confirm

    Type Deskera in the search box of the dialog, pick it from the list, then click Add connection. You need a Deskera account to sign in to, nothing more at this stage.

  3. 03

    Sign in and grant access

    Log in to Deskera in the tab that opens and allow Zapier to reach the account. If the Zap will touch records you do not own, make sure your user has read or write rights on them first.

First Zap

Your first Zap: accounting contacts that show up in the CRM with a deal

GoalEach new contact created on the books side of Deskera also appears in the classic Deskera CRM, with a deal already open in the pipeline and stage you choose.

  1. 01

    Build: pick the trigger

    Start a new Zap in the editor, choose Deskera as the app and New Contact as the event, then select the Deskera connection you just created.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent contacts of your account, so you map fields on a real record instead of a blank one.

  3. 03

    Add the CRM contact

    Click the plus icon and choose Deskera with Create a New Contact in CRM. Two fields are mandatory, Name and Type: map the name from the contact the test brought back and set the type once.

  4. 04

    Open the deal

    Add a second Deskera action, Create a New Deal in CRM. Name, Pipeline, Stage and Closing Date are mandatory: pick the pipeline and the first stage once. This second action makes the Zap multi-step, so it needs a paid plan.

  5. 05

    Test, then Publish

    Test both actions and open Deskera CRM to check the contact and the deal really arrived. Then click Publish to switch the Zap on. On the free plan, keep only the first action: two steps.

Triggers

Deskera triggers on Zapier

6 events start a Zap when something happens in Deskera, and 6 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New CRM+ Contact

Instant trigger

In Zapier“Triggers when a New Contact is Created in CRM+.”

Starts your Zap each time someone adds a contact in the CRM+ module of Deskera, so the person can travel to the rest of your tools without retyping.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
your sales reps live in CRM+ and accounting needs every new prospect as a contact on the books side the same day.
Watch out
it only watches CRM+. Contacts added in the classic CRM or in the accounting module use their own triggers.
2

New CRM+ Deal

Instant trigger

In Zapier“Triggers when a New Deal is Created in CRM+.”

Reacts to each deal that appears in Deskera CRM+, which makes it the natural start for anything that should happen once an opportunity exists.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a deal opened in CRM+ should produce a quotation draft for the team that prices it.
Watch out
the trigger fires once, at creation. A later stage change does not start it again, so do not build a filter waiting for a deal to be won.
3

New Contact

Instant trigger

In Zapier“Triggers when a New Contact is Created.”

Fires on contacts created in the accounting side of Deskera, the records that carry codes, currency and payment terms.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
your bookkeeper adds a new customer and the sales team should find that customer in the CRM without being told.
Watch out
customers and vendors are both contacts on the books side. Run the trigger test and look at what comes back before you decide what the next step should do with each.
4

New CRM Contact

Instant trigger

In Zapier“Triggers when a New Contact is Created in CRM.”

Picks up every contact added in the classic Deskera CRM module, distinct from CRM+ and from accounting contacts.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
your team still runs the classic CRM and wants a new lead mirrored into accounting as soon as someone captures it.
Watch out
if your company moved to CRM+, this trigger stays silent. Pick the module you actually use before you test.
5

New CRM Deal

Instant trigger

In Zapier“Triggers when a New Deal is Created in CRM.”

Launches the Zap when a deal is opened in the classic CRM module of Deskera, ahead of any work on pricing or delivery.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a new opportunity in the classic CRM should become a sales order draft that operations can prepare.
Watch out
classic CRM and CRM+ are watched by separate triggers, so a deal created in CRM+ never reaches a Zap built on this one.
6

New Product

Instant trigger

In Zapier“Triggers when a New Product is Created.”

Goes off when someone adds a product to Deskera, which keeps every other step in the loop on your catalogue without a manual export.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a product manager creates an item and the team pricing quotations needs to know straight away.
Watch out
do not pair it with Create New Product in the same Deskera account, or each run creates a product that starts the Zap again.
Actions

Deskera actions on Zapier

Deskera gives you 12 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create a New Account

Action

In Zapier“Creates a new Account on a specified action”

Adds an account to your chart of accounts in Deskera, with its code, group, tax code, currency and status.

When to use it
your accountant keeps the account list in another tool and wants new lines pushed into Deskera.
Watch out
every field is mandatory, account group name and tax code included.
2

Create a New Bill

Action

In Zapier“Creates a new Bill on a specified action”

Enters a supplier bill in Deskera, the purchase side of your books, with products, taxes, totals and due date.

When to use it
purchase invoices are approved in another tool and should reach Deskera without manual entry.
Watch out
it requires a Contact Code plus the contact's name and address, so the earlier step must carry them.
3

Create a New Contact

Action

In Zapier“Creates a new Contact on a specified action”

Opens a full accounting contact in Deskera: billing and shipping addresses, currency, payment terms, and whether it is a customer or a vendor.

When to use it
a deal is signed in the CRM and finance needs the customer ready for invoicing.
Watch out
receivable and payable account codes are both required (Zapier's examples: ACC30001 and ACC40001), so have your own codes ready before mapping.
4

Create a New Contact in CRM+

Action

In Zapier“Creates a new Contact in CRM+ on a specified action”

Adds a person to the CRM+ module of Deskera, so the sales team works from one list.

When to use it
your reps moved to CRM+ and every new accounting contact should land there too.
Watch out
test it on one record first and check which details came through.
5

Create a New Contact in CRM

Action

In Zapier“Creates a new Contact in CRM on a specified action”

Opens a contact in the classic CRM of Deskera from data another step carried, with only two mandatory fields.

When to use it
a new customer appears in accounting and sales should see the name in the CRM.
Watch out
Name and Type are both required; leave Type empty and the step stops.
6

Create a New Deal in CRM

Action

In Zapier“Creates a new Deal in CRM on a specified action”

Places a deal straight into a pipeline and a stage of the classic CRM, with a closing date already set.

When to use it
a quote request from a CRM+ deal should exist as a deal for the team still on the classic CRM.
Watch out
Pipeline, Stage and Closing Date are mandatory, so pick them before you map anything else.
7

Create a New Sales Invoice

Action

In Zapier“Creates a new Sales Invoice on a specified action”

Issues a sales invoice in Deskera with its line items, discount, tax, due amount and invoice dates.

When to use it
billing happens in Deskera but the trigger that says "bill this" lives in another app.
Watch out
the recurring flags are mandatory too, so decide whether the invoice repeats before mapping.
8

Create a New Sales Invoice - Shopify Integration

Action

In Zapier“Creates a new Sales Invoice on a specified action”

A sales invoice variant shaped around a Shopify order: order ID, line items, taxes, discounts and the billing and shipping location.

When to use it
you sell through a Shopify store and want each order invoiced in Deskera.
Watch out
it expects the order's own fields, including postal codes for billing and shipping, so the earlier step must carry them.
9

Create a New Order

Action

In Zapier“Creates a new Order on a specified action”

Records a sales order in Deskera with delivery date, due date, addresses, currency and total amount.

When to use it
an order confirmed somewhere else should start fulfilment inside Deskera.
Watch out
the Is Draft? box is optional: tick it if a person should check the order before it goes live.
10

Create New Product

Action

In Zapier“Creates a new Product on a specified action”

Registers a product in Deskera together with the purchase, sales, inventory and cost of goods sold accounts it books to.

When to use it
new items are decided outside Deskera and should be sellable without anyone retyping them.
Watch out
it asks for several account codes and a stock unit; missing one stops the action.
11

Create a New Quotation

Action

In Zapier“Creates a new Quotation on a specified action”

Drafts a quotation in Deskera with the customer, addresses, dates, product lines and totals already filled in.

When to use it
a deal reaches the pricing stage and the quote should be waiting for the account manager.
Watch out
it needs a valid-till date, a fulfillment date and product codes, so feed it from a step that holds them.
12

Update an Existing Deal in CRM

Action

In Zapier“Updates an Existing Deal in CRM on a specified action”

Changes a deal that already exists in the classic CRM, for instance its stage or closing date, instead of creating a duplicate.

When to use it
an event elsewhere means the deal moved on, and the pipeline should say so.
Watch out
it needs the deal Id, and Deskera has no search on Zapier to find it for you, so the Id must come from an earlier step.
When it breaks

When a Deskera Zap breaks

Zapier links no help article to Deskera and lists no rate limit for it. What breaks is the general behaviour of Zaps.

Four cases cover what you will meet. None is specific to Deskera, and each one is avoidable once you know it. When something still goes wrong, our Zapier troubleshooting guide is the next stop.

  • Old records never come through

    A Zap only reacts to what happens after you publish it. Contacts and deals created before that stay where they are; moving the backlog is a separate job.

  • The Zap that sets itself off

    New Product plus Create New Product on the same account is a loop: each run creates a product, which fires the trigger again and drains your tasks fast.

  • A bulk import gets held back

    Importing hundreds of contacts at once can send a huge batch to the trigger. Zapier's flood protection may then hold those runs back.

  • The filter that never runs

    On the free plan a Zap stops at one trigger and one action. Add a filter or a second action and it becomes multi-step, so it will not run without a paid plan.
Need help

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FAQ

Deskera and Zapier: your questions

01Is the Deskera Zapier integration free?
Yes, you can use it on the free Zapier plan, because Deskera is not a premium app. The free plan gives you 100 tasks a month and unlimited Zaps, but each Zap is limited to two steps: one trigger and one action. As soon as you need a filter, or a second action, such as opening a CRM deal after the contact, the Zap becomes multi-step and you need a paid plan.
02How many tasks does a Deskera Zap use?
One task per action that succeeds, and nothing for the trigger. A Zap that turns each New CRM+ Contact into an accounting contact uses one task per contact. If you add a second action, such as a CRM deal, each run uses two. An action that fails is not counted, and neither is Zapier listening for new Deskera events. Keep an eye on loops, because a Zap that writes where its own trigger watches can burn through the allowance quickly.
03Do Deskera triggers fire in real time?
Yes, all six Deskera triggers are instant. Deskera tells Zapier the moment a contact, deal or product is created, so the Zap starts right away whatever your plan. The polling interval grid, 15 minutes on Free and 2 on Professional, does not apply to them. In the editor, a Zap built on one of these triggers shows a lightning bolt, which is the quick way to confirm it. Nothing to configure on your side.
04What does it take to connect Deskera to Zapier?
A Deskera account you can sign in to, plus read or write rights on any records you do not own and want the Zap to touch. The connection is made once from the Apps page of Zapier with + Add connection, then reused by every Deskera step. For the accounting actions, have your account codes, currency codes and payment term codes at hand: several actions list them as mandatory fields. Then run one test.
05Why does a Create a New Sales Invoice step keep failing?
Start with the mandatory fields. This action requires a long set of fields: currency, invoice and due dates, product code, quantity, unit price, discount, tax, totals, contact name and address, shipping and billing addresses, and even the recurring flags. A trigger that only carries a name and an email cannot fill them. Feed the invoice from a step that holds real line items, and test it with one record before you publish.
06What if the Deskera operation you need does not exist on Zapier?
Then the Zapier app cannot do it as it stands. The integration offers 6 triggers and 12 actions and no search, so there is no way, for instance, to look up an existing contact before writing, or to delete a record. Check the list on this page against the job you have in mind. If the gap matters, look at how other automation platforms handle Deskera before deciding. Write down the gap precisely first.
07Zapier, Make or n8n for Deskera?
It depends on your criteria, not on a winner. On Zapier, Deskera works on the free plan with two-step Zaps, and every trigger is instant. What Zapier does not offer for Deskera is a search step, a delete or an edit outside CRM deals. If your flows need one of those, or many steps, compare what each platform exposes for Deskera before you choose, and weigh the cost of multi-step Zaps on Zapier's paid plans.
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