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CraftMyPDF.com + Zoho Books

CraftMyPDF.com + Zoho Books

CraftMyPDF.com + Zoho Books integrations

Generate pdfs in CraftMyPDF.com from new sales invoices in Zoho Books

Transform your sales data management with this efficient workflow. When a new sales invoice is recorded in Zoho Books, it immediately generates a PDF using CraftMyPDF.com. It's a reliable way to speed up your administration tasks, letting you focus on business growth instead.

  1. When this happens...
    New Sales Invoice
    New Sales Invoice
    New Sales InvoiceTriggers when a new sales invoice is created.
  2. automatically do this!
    Generate PDF Document
    Generate PDF Document
    Generate PDF DocumentCreates a PDF by using your template
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More things you can do with Zoho Books and CraftMyPDF.com

Discover other triggers and actions you can use with Zoho Books and CraftMyPDF.com

    • 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
    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
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About CraftMyPDF.com
CraftMyPDF.com allows you to create PDF documents from templates with a simple to use template editor and API.
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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.
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