Cloudbeds + Zoho Books

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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