Brevo + Zoho Books

Add or update Brevo contacts for new Zoho Books sales invoices

Easily streamline your client management with this convenient workflow. When a new sales invoice is created in Zoho Books, it will trigger the update or addition of a contact in Brevo. This automation not only ensures consistency of contact information but also saves valuable time, allowing you to focus more on sales and less on data entry tasks.

When this happens...
New Sales Invoice
Triggers when a new sales invoice is created.
TriggerInstant
automatically do this!
Add or Update Contact
Adds or updates a contact.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write

- OrganizationRequired
- Invoice NumberRequired
Action
Search
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
- List NameRequired
- Return all contact data
Trigger
Instant
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- Description of the webhook to be displayed in Brevo
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if the company already existRequired
- Company name or IDRequired
- Use Category IDs for Attributes
Action
Write
- Company name or IDRequired
Action
Write
- Deal name or IDRequired
Action
Write
- Email of contact
- Mobile number of contact
Action
Write
- Record typeRequired
Action
Write
- EmailRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- OrganizationRequired
Trigger
Instant
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- Status
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item NameRequired
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Campaign StatusRequired
Trigger
Polling
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Contact Added
Triggers when a Brevo contact is added.
Trigger
Polling
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- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if Contact ExistsRequired
- Email
- Mobile number of contact (SMS)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Attributes (Deprecated)
- Treat values as category ID for attributes of type `category`
Action
Write
- Company Name or IDRequired
Action
Write
- Update if the deal already existRequired
- Deal name or IDRequired
- Use Category IDs for Attributes
- Deal PipelineRequired
- Deal StageRequired
Action
Write
- Deal name or IDRequired
Action
Write
- Record typeRequired
Action
Write
- ToRequired
- Cc
- Bcc
- Sender Name
- Sender EmailRequired
- Reply to Name
- Reply to EmailRequired
- SubjectRequired
- HTML Content
- Text Content
- Attachments Url
- Attachment Files
- Tags
Action
Write
- Email of contactRequired
- Lists to unsubscribeRequired
Action
Write

About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Learn more

Related categories

Email Newsletters

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.

Brevo + Zoho Books

Add or update Brevo contacts for new Zoho Books sales invoices

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

Link Clicked

Contact Subscribed to Specific List(s)

Contact Updated

Marketing Email Hard Bounced

Transactional Email Hard Bounced

Transactional Email Opened

Add or Update Company

Find Company

Delete Deal

Find Contact

Remove Associations

Test Create

API Request (Beta)

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

New Campaign Status

Contact Added

Contact Unsubscribed

Marketing Email Delivered

Marketing Email Opened

Transactional Email Delivered

Add or Update Contact

Delete Company

Add or Update Deal

Find Deal

Add or Update Associations

Send Transactional Email

Unsubscribe Contact

About Brevo

Related categories

About Zoho Books

Related categories

Related Zap Templates

Related Zap Templates