Delenta + Zoho Books
Create Zoho Books customers from new Delenta package purchases
Effortlessly manage your client billing with this seamless workflow between Delenta and Zoho Books. When a new package purchase occurs in Delenta, this automation creates a customer in Zoho Books, simplifying your record-keeping and saving time on manual data entry. Keep your financial data organized and up-to-date with this easy-to-use integration.
Effortlessly manage your client billing with this seamless workflow between Delenta and Zoho Books. When a new package purchase occurs in Delenta, this automation creates a customer in Zoho Books, simplifying your record-keeping and saving time on manual data entry. Keep your financial data organized and up-to-date with this easy-to-use integration.
- When this happens...New Package Purchase
Triggers when a new Package is Purchased.
- automatically do this!Create Customer
Creates a new customer.
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Course Completion
Triggers when a Course is Completed
Try ItNew Client Task
Triggers when a new client task is created.
Try ItNew Invited Client
Triggers when a new Invited Client is created.
Try ItNew Invited Prospect
Triggers when a new Invited Prospect is created.
Try It
New Client Note
Triggers when a new client note is created.
Try ItNew Course Purchase
Triggers when a new Package is Purchased.
Try ItNew Invitation Accepted Client
Triggers when invited client accept the invitation.
Try ItNew Invitation Accepted Prospect
Triggers when invited prospect accept the invitation.
Try It
