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Bitrix24 CRM + Zoho Books

Create sales invoices in Zoho Books for new smart-process triggers in Bitrix24 CRM

When a new process kicks off in your Bitrix24 CRM, this workflow immediately generates a sales invoice in Zoho Books. Turn manual tasks into a seamless operation, streamlining your sales operations and improving your efficiency. This simple automation ensures that every sale in your Bitrix24 CRM is swiftly reflected in your Zoho Books, keeping all financial records accurate and up to date.

When a new process kicks off in your Bitrix24 CRM, this workflow immediately generates a sales invoice in Zoho Books. Turn manual tasks into a seamless operation, streamlining your sales operations and improving your efficiency. This simple automation ensures that every sale in your Bitrix24 CRM is swiftly reflected in your Zoho Books, keeping all financial records accurate and up to date.

  1. When this happens...
    Bitrix24 CRMBitrix24 CRM
    Smart-Process Trigger

    Fires when a smart-process trigger is triggered.

    TriggerInstant
  2. automatically do this!
    Zoho BooksZoho Books
    Create Sales Invoice

    Creates a new sales invoice.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • EventRequired

    Trigger
    Instant
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    • EventRequired

    Trigger
    Instant
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    • EventRequired

    Trigger
    Instant
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    • Autoload fields

    • ActionRequired

    Action
    Write
    • EventRequired

    Trigger
    Instant
    Try It
    • EventRequired

    Trigger
    Instant
    Try It
    • EventRequired

    • Entity Type IdRequired

    Trigger
    Instant
    Try It
    • Autoload fields

    • ActionRequired

    Action
    Write
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bitrix24-crm-new logo

About Bitrix24 CRM

Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.
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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories