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NuMetric Zapier integrationAutomate NuMetric with Zapier.

The NuMetric Zapier integration gives you 12 triggers, 12 actions and 0 searches. Every trigger is polled, every action creates something in your books, and it all runs on the free plan. Here is what each one does, what it costs, and where it trips.

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Overview

What the NuMetric Zapier integration actually does for your books

Zapier is a tool that links two apps so that an event in one makes something happen in the other, without you copying anything by hand. With NuMetric, an accounting platform, that means two things: new records in NuMetric can start an automation, and other apps can create customers, invoices, bills or taxes in NuMetric for you.

Three results people usually build first. A customer file that stays in sync: a sign-up in your CRM runs Create Customer, and later edits go through Update Customer. Paperwork that follows the sale: a fresh estimate picked up by New Estimate feeds Create Invoice, so nobody retypes the line items. A team that hears about money: New Transaction or Payment Reminder posts to the chat tool or inbox your finance people already watch.

Now what Zapier does not do here. There is no search step for NuMetric, so a Zap cannot look up an existing invoice, vendor or product before acting on it. There is no delete action, and the only edit available is on customers. And none of the triggers is instant: NuMetric never pings Zapier, Zapier always comes to check. If any of that is a dealbreaker, the comparisons Make vs Zapier and n8n vs Zapier lay out how the other two tools approach the same job, criterion by criterion.

One more thing worth knowing before you start: NuMetric is not a premium app on Zapier, so every operation on this page is open on the free plan. The free plan simply caps the shape of the Zap, which the cost section covers.

Vocabulary

The Zapier words you will meet, in one minute

Eight terms come back on every line of this page. Here they are once, in plain words.

Zap
The automation you build: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in an app that starts the Zap, such as a new invoice in NuMetric. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once it has started: the step that writes, sends or creates something for you, like a bill or a customer.
Task
The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
Polling trigger
A trigger Zapier checks on a timer. It asks NuMetric for new items at a fixed interval and keeps only what it has not seen yet.
Instant trigger
A trigger the app reports itself, the moment the event happens. NuMetric has none of these, so this page never relies on one.
Filter
A step that lets the Zap go on only when what arrived meets a condition you set, and stops it quietly otherwise.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action or a filter makes one, and it then needs a paid plan.
Cost

What it really costs to run NuMetric through Zapier

The trigger never costs a task, and neither does Zapier checking NuMetric, however often it looks.

  • Trigger checkFree, whatever the interval
  • Free plan100 tasks a month, two-step Zaps only
  • Premium appNo, NuMetric works on the free plan
  • Filter or second actionMulti-step Zap, paid plan

You pay per action that succeeds: a Zap that creates an invoice uses one task per run, one that creates a tax and an account uses two, and a failed action is not counted. The free plan gives 100 tasks a month, unlimited Zaps, and a check every 15 minutes, but only two-step Zaps. Add a filter or a second action and you are on a paid plan. Size your plan on how many items your trigger brings in, how many transactions or invoices a month, not on how many Zaps you run.

Connect

Connect your NuMetric account to Zapier in three steps

  1. 01

    Open the connections page

    In your Zapier account, go to Apps, then click + Add connection. A connection is your NuMetric account linked to Zapier once, then reused by every Zap that touches NuMetric.

  2. 02

    Pick NuMetric and sign in

    Type NuMetric in the dialog, select it, then click Add connection. A new tab opens on NuMetric: sign in with the account that owns the businesses you want the Zaps to write into.

  3. 03

    Grant access and come back

    Allow Zapier to use the account. If a business you want to automate belongs to someone else, make sure your login has read or write access to it first, otherwise the Zap will see nothing there.

First Zap

Your first Zap: set up a new business with its tax and its first account

GoalEach time a business appears in NuMetric, create its tax line and an account in its chart of accounts, with no retyping.

  1. 01

    Build the trigger

    Create a Zap, pick NuMetric as the app and New Business as the event, then choose your NuMetric connection. This is where the Zap starts every time.

  2. 02

    Test it on a real business

    Run the trigger test. Zapier brings back the three most recent businesses from your account; pick one so the next steps have real values to map.

  3. 03

    Add Create Tax

    Add a NuMetric action, choose Create Tax, map Business from the trigger, then fill the tax name, abbreviation, description and rate you apply.

  4. 04

    Add Create Account

    Add a second NuMetric action, Create Account. Map Business again, then set the account name and its section. Two actions make this a multi-step Zap, so a paid plan.

  5. 05

    Test, then publish

    Test each action once and check the result in NuMetric before going further. Then publish the Zap to switch it on. It only reacts to businesses created after that moment.

Triggers

The 12 NuMetric triggers, one by one

12 events start a Zap when something happens in NuMetric. Zapier checks for them at the interval your plan allows.

1

New Account

Polling trigger

In Zapier“Triggers when a new account is created.”

Starts your Zap whenever someone adds an account to the chart of accounts in NuMetric. The new line, with its name and section, becomes available to every step that follows.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
your accountant wants a heads-up in the team chat each time the chart of accounts grows, so nobody creates a duplicate line by mistake.
Watch out
if your own Zap uses Create Account and this trigger on the same business, it will set itself off in a loop.
2

New Bill

Polling trigger

In Zapier“Triggers when a new bill is created.”

Picks up each bill you record in NuMetric, the money you owe a supplier, and hands it to the next step. It is the natural starting point for anything that tracks outgoing payments.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a purchasing manager logs bills, and the person who approves payments gets a line in a shared spreadsheet without being copied on every email.
Watch out
bills entered before the Zap was published are never picked up; move that backlog separately.
3

New Business

Polling trigger

In Zapier“Triggers when a new business is created.”

Fires when a new business entity is created inside your NuMetric account. Firms that keep several companies in one login get a clean hook for the setup work each new one needs.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a bookkeeping practice onboards a client company and wants its standard tax and first accounts created straight away, as in the Zap above.
Watch out
the business has to exist and be visible to your connected login, or the trigger stays silent.
4

New Customer

Polling trigger

In Zapier“Triggers when a new customer is created.”

Sends every customer created in NuMetric to the rest of your tools. The customer's details come along, ready to be mapped into a CRM, a mailing list or a support desk.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
the sales team works in a CRM and wants customers added by finance to show up there too, so both sides talk about the same people.
Watch out
pair it with Create Customer in the other direction only with care, or each app keeps re-creating the other's records.
5

New Estimate

Polling trigger

In Zapier“Triggers when a new estimate is created.”

Catches each estimate, the quote you send before a sale, on the next check Zapier runs in NuMetric. From there the quote can travel to whoever has to chase it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a consultant sends quotes from NuMetric and wants a follow-up task created in a project tool, so no proposal sits forgotten.
Watch out
it reacts to creation only; an estimate that changes later does not start the Zap again.
6

New Invoice

Polling trigger

In Zapier“Triggers when a new invoice is created.”

Every invoice issued in NuMetric can kick off a Zap. The invoice data, customer included, is there to be copied wherever it is needed next.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
an agency owner wants each new invoice logged in a revenue sheet and announced in the team channel, without opening NuMetric.
Watch out
on the free plan the Zap can do one thing with it; logging and announcing together needs a paid plan.
7

New Purchase Order

Polling trigger

In Zapier“Triggers when a new purchase order is created.”

Watches the purchase orders you raise in NuMetric, the formal request you send a vendor before buying. Each new order can alert the people who will receive or pay for the goods.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a shop manager orders stock and the warehouse lead gets a message with the order reference, so the delivery is expected.
Watch out
a bulk import of old purchase orders can arrive as one huge batch, which Zapier may hold back.
8

New Product

Polling trigger

In Zapier“Triggers when a new product is created.”

Reacts when a product or service is added to your NuMetric catalogue. That keeps whatever lists your items elsewhere from drifting away from your billing reference.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a small retailer adds items in NuMetric first and wants them copied to a price list the sales team shares.
Watch out
there is no update trigger for products, so a price change made later stays in NuMetric only.
9

New Receipt

Polling trigger

In Zapier“Triggers when a new receipt is created.”

Hands over each receipt recorded in NuMetric, the proof that a payment came in or went out. It suits anyone who files or reconciles paperwork outside the accounting tool.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
an office manager keeps a folder per month for the auditor and wants a row added to its index for each receipt.
Watch out
testing brings back only the three most recent receipts, so create one first if the account is empty.
10

New Transaction

Polling trigger

In Zapier“Triggers when a new transaction occurs.”

Fires on each transaction that lands in NuMetric, the money movements behind your books. Every movement counts, so on an active account it can start your Zap far more often than the others.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a founder wants a daily-glance channel where every movement shows up, rather than logging in to check the balance.
Watch out
each run that completes an action costs a task, and a busy account empties 100 free tasks quickly.
11

New Vendor

Polling trigger

In Zapier“Triggers when a new vendor is added.”

Tells Zapier about every vendor, a supplier you buy from, added to NuMetric. The supplier's contact details follow along for the next step.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
procurement keeps a supplier directory in a shared tool and wants each vendor that finance registers to appear there too.
Watch out
a Zap that answers this trigger with Create Vendor on the same account will feed itself forever.
12

Payment Reminder

Polling trigger

In Zapier“Triggers when an invoice's due date matches with today's date.”

Unlike the others, this one is not about something new: it goes off when an invoice reaches its due date today. That makes it the trigger for chasing payments on time.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a freelancer wants the customer emailed a polite nudge the day the invoice falls due, instead of remembering to do it.
Watch out
it matches the due date with today, so an invoice already overdue when you publish the Zap is never caught.
Actions

The 12 NuMetric actions, grouped by what they create

NuMetric 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 Account

Action

In Zapier“Creates a new account in charts of account”

Adds a line to the chart of accounts of one of your businesses. You give it a name and a section, and pick the business it belongs to.

When to use it
every new client company gets the same starter accounts without anyone keying them in.
2

Create Bill

Action

In Zapier“For create a Bill”

Records what you owe a supplier, straight into NuMetric. It wants the business, a date and due date, a purchase order reference and at least one item with unit and price.

When to use it
supplier invoices arriving by form or email become bills without manual entry.
Watch out
the purchase order field is required, so your source has to carry that reference.
3

Create Cash Invoice

Action

In Zapier“Create a new cash invoice for a customer.”

Issues an invoice paid on the spot, for a sale settled immediately. It needs the customer's first and last name, a mobile number with its country code, the item, unit, price, business and payment type.

When to use it
counter or event sales recorded in another tool show up in NuMetric already settled.
4

Create Credit Note

Action

In Zapier“Create Credit Note Only Available For Global Accounts”

Writes a credit note, the document that reduces what a customer owes you. You pass the business, a date, a description and the amount.

When to use it
a refund approved in your support desk produces the matching document in your books.
Watch out
it only works on NuMetric Global accounts.
5

Create Customer

Action

In Zapier“Creates a Customer”

Opens a customer record in NuMetric from data that lives elsewhere. This is the action with the longest list of required details: names, email, mobile with country code, full address and a national ID.

When to use it
new sign-ups from your CRM become billable customers.
Watch out
a source without a national ID will make every run fail.
6

Create Debit Note

Action

In Zapier“Create Debit Note Available Only For Global Accounts.”

The mirror of the credit note: it adds to what a customer owes, for an extra charge after the invoice. Business, date, amount and description are all required.

When to use it
a late fee or an extra service logged elsewhere gets billed properly.
Watch out
like credit notes, it is limited to Global accounts.
7

Create Estimate

Action

In Zapier“Creates a Estimate”

Drafts a quote for a customer inside NuMetric. Besides the business and customer names, it asks for the creation and expiry dates, a purchase order reference, a unit and a price.

When to use it
a quote request submitted on your website turns into a ready estimate your team only has to check.
8

Create Invoice

Action

In Zapier“Creates a new invoice for the business”

Bills a customer for the business you choose. You map the customer, the item with its unit and price, the invoice date, the payment due date and a purchase order reference.

When to use it
a closed deal or an accepted estimate becomes an invoice without a second round of typing.
Watch out
Purchase Order is required here too, so a source without that reference makes the run fail.
9

Create Purchase Order

Action

In Zapier“Create a Purchase Order”

Raises an order to a vendor from another tool. It expects the business and vendor names, the order and due dates, an order number, a reference, a unit and a price.

When to use it
a restock request approved in a form becomes a formal purchase order on the right supplier.
10

Create Tax

Action

In Zapier“For creating a tax”

Sets up a tax rate on one of your businesses. It takes a name, an abbreviation, a description and the rate as a percentage.

When to use it
each company you open in NuMetric gets its standard tax configured the same way, every time.
11

Create Vendor

Action

In Zapier“Creates a vendor”

Registers a supplier in NuMetric. Expect a long form: business and vendor names, first and last name, email, mobile, telephone, fax and a full address are all required.

When to use it
suppliers approved in your purchasing tool become vendors you can bill against.
Watch out
an empty fax field in the source blocks the action.
12

Update Customer

Action

In Zapier“Updates an Existing Customer”

Changes an existing customer record, the only edit this integration offers. Business Name is the one required field; you fill only what should change.

When to use it
a customer updates their address in your CRM and NuMetric follows.
Watch out
with no search step, the Zap must already carry which customer to edit.
When it breaks

When a NuMetric Zap breaks, and why

Zapier attaches no help article to NuMetric, so the known failure points are the general ones, plus the required fields of each action.

Most broken runs come from four situations. When something goes wrong that you cannot place, the Zapier troubleshooting page walks through the checks in order.

  • The Zap ignores your history

    A Zap only reacts to what happens after you publish it. Invoices, bills or customers that already existed are never picked up; moving them is a separate job.

  • A Zap that triggers itself

    Write into the very place your trigger watches, say Create Customer behind New Customer, and the Zap starts again and again, burning through your tasks.

  • A bulk import gets held back

    After a migration, a trigger can suddenly return a huge batch. Zapier's flood protection may hold those items back instead of running them all.

  • A required field arrives empty

    Many NuMetric actions require fields such as National ID, Fax or Purchase Order. If the source step leaves one blank, the action fails for that run.
Need help

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FAQ

NuMetric Zapier integration: the questions people ask

01Is the NuMetric Zapier integration free?
Yes, you can use it on the free plan. NuMetric is not a premium app on Zapier, so all 12 triggers and 12 actions are available without paying. The free plan gives you 100 tasks a month and unlimited Zaps, with one limit that matters: each Zap can only have two steps, one trigger and one action. As soon as you want a filter or a second action, for example creating a tax and an account for each new business, you need a paid plan. Prices are not listed here because they change too often.
02How many tasks does a NuMetric Zap use?
One task per action that succeeds, and nothing for the trigger. Zapier checking NuMetric for new invoices or bills is free, however often it happens. A Zap that runs Create Invoice once uses one task; a Zap that runs Create Tax and Create Account uses two per run. An action that fails is not counted. On the 100 tasks of the free plan, count how many items your trigger brings in each month, transactions especially, before pointing a Zap at it.
03Does NuMetric send events to Zapier instantly?
No. All 12 NuMetric triggers are polling triggers: NuMetric never notifies Zapier, Zapier goes and asks for new items at a fixed interval. That interval depends on your plan: 15 minutes on Free, 2 minutes on Professional, and 1 minute on Team and Enterprise. The type is decided by NuMetric's own interface with Zapier and cannot be changed in the editor. On paid plans you can also run a check by hand from the editor when you are testing and do not want to wait.
04What does it take to connect NuMetric to Zapier?
A NuMetric account, and access to the businesses you want the Zap to read or write. You add the connection once from the Apps page of Zapier with the + Add connection button, sign in to NuMetric in the tab that opens, and grant access. Every Zap then reuses that connection. If a business belongs to a colleague, make sure your login can at least read it, and write to it if your Zap creates invoices, bills or customers there.
05Why do Create Credit Note and Create Debit Note fail?
Most likely because your account is not a NuMetric Global account. Both actions are restricted to that type of account, while the other ten actions work on any account. When they fail on a different account, the run stops at that step and the task is not counted, but nothing gets written either. Check which kind of NuMetric account your connection uses before building a Zap around credit or debit notes, and keep these two actions out of Zaps that run for several businesses on mixed accounts.
06What if the NuMetric operation you need does not exist?
Then Zapier cannot do it with NuMetric today, and no setting will add it. The integration has no search, no delete action, and only one update, Update Customer. Updating an invoice, finding an existing vendor or reacting to a changed estimate are all out of reach. Your options are to rethink the Zap around the operations that exist, for instance acting on creation rather than change, or to look at another automation tool whose NuMetric connector covers the missing step, if one does.
07Zapier, Make or n8n for NuMetric?
It depends on what you weigh most, not on a winner. Zapier is the quickest to start with: NuMetric works on its free plan, and every operation on this page is ready to pick from a list. The limits are the two-step cap on the free plan, the polling interval and the absence of search. Make and n8n bill and run things differently, and they suit people who want more steps for the price or who host their own tools. Compare them on your volume, your budget and who will maintain the Zaps.
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