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CloudSpot + Zoho Books

Create new Zoho Books customers from new CloudSpot email captures

Boost your customer relationship management by integrating CloudSpot and Zoho Books. With this workflow, every new email captured in CloudSpot will instantly create a new customer profile in your Zoho Books account. This seamless process saves time and ensures a consistent information flow, enabling efficient tracking and enhanced customer interaction.

Boost your customer relationship management by integrating CloudSpot and Zoho Books. With this workflow, every new email captured in CloudSpot will instantly create a new customer profile in your Zoho Books account. This seamless process saves time and ensures a consistent information flow, enabling efficient tracking and enhanced customer interaction.

  1. When this happens...
    CloudSpotCloudSpot
    New Email Capture

    Triggers when a new email was captured in web galleries.

    TriggerScheduled
  2. automatically do this!
    Zoho BooksZoho Books
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CloudSpot triggers, actions, and search

    New Email Capture

    Triggers when a new email was captured in web galleries.

    Trigger
    Scheduled
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    • Collection NameRequired

    • Collection Tag

    • Event Date

    Action
    Write

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Fulfillment TypeRequired

    Trigger
    Scheduled
    Try It

    • Contact EmailRequired

    • Contact First Name

    • Contact Last Name

    • Contact Phone Number

    Action
    Write

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It
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About CloudSpot

CloudSpot is the fastest and easiest way for photographers to deliver, share, and sell their work!

Related categories

  • File Management & Storage
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zoho-books logo

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