Cloudbeds + Zoho Books

Cloudbeds + Zoho Books integrations

Create sales invoices in Zoho Books for new reservations in Cloudbeds

Effortlessly manage your hospitality business by integrating Cloudbeds and Zoho Books. This workflow springs into action when a new reservation is made in Cloudbeds, creating a sales invoice in Zoho Books. It helps you to keep your financial records up-to-date and streamlines your booking and billing operations, saving you time and minimizing errors.

When this happens...
New ReservationTriggers when a new reservation is added.
TriggerPolling
automatically do this!
Create Sales InvoiceCreates a new sales invoice.
ActionWrite

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More things you can do with Cloudbeds and Zoho Books

Discover other triggers and actions you can use with Cloudbeds and Zoho Books

New Cancelled Guest
Triggers when a guest cancels their reservation.
Trigger
Polling
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New Guest
Triggers when a new guest is created.
Trigger
Polling
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New Reservation
Triggers when a new reservation is added.
Trigger
Polling
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- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
Trigger
Instant
Try It

- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- 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

- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item Name
  Required
- Description
- Quantity
  Required
- Rate
  Required
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New Checked-Out Guest
Triggers when a guest is checked out.
Trigger
Polling
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New In-House Guest
Triggers when a guest status is marked as in-house.
Trigger
Polling
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New Transaction
Triggers when a new transaction (credit or debit) is posted.
Trigger
Polling
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- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Item Name
  Required
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- Organization
  Required
- Invoice Number
  Required
Action
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About Cloudbeds

Cloudbeds is a hospitality management software platform with a property management system (PMS), channel manager, and booking engine.

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Related categories

Scheduling & Booking

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.

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Related categories

Accounting

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