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.

When this happens...
New Package Purchase
Triggers when a new Package is Purchased.
TriggerPolling
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Team Coach Accept Invitation (Team Only)
Triggers when a Coach is accepted Invitation - (Team only)
Trigger
Polling
Try It
Course Completion
Triggers when a Course is Completed
Trigger
Polling
Try It
New Client Note
Triggers when a new client note is created.
Trigger
Polling
Try It
New Course Purchase
Triggers when a new Course is Purchased.
Trigger
Polling
Try It
New Invitation Accepted Client
Triggers when invited client accept the invitation.
Trigger
Polling
Try It

New Invitation Accepted Prospect
Triggers when invited prospect accept the invitation.
Trigger
Polling
Try It
New Package Purchase
Triggers when a new Package is Purchased.
Trigger
Polling
Try It

Package Completion
Triggers when a Package is Completed
Trigger
Polling
Try It
Session Completed
Triggers when a Session is Completed
Trigger
Polling
Try It
Session Rescheduled
Triggers when a Session is Rescheduled
Trigger
Polling
Try It
Team Admins Create Tasks (Team Only)
Triggers when a Team admin is created note - (Team only)
Trigger
Polling
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

Team Coach Invitation (Team Only)
Triggers when a Coach is Invited - (Team only)
Trigger
Polling
Try It
Form Submission
Triggers when a Form is Complete
Trigger
Polling
Try It
New Client Task
Triggers when a new client task is created.
Trigger
Polling
Try It
New Invited Client
Triggers when a new Invited Client is created.
Trigger
Polling
Try It
New Invited Prospect
Triggers when a new Invited Prospect is created.
Trigger
Polling
Try It
New Lead Creation
Triggers when a new Lead is created.
Trigger
Polling
Try It
New Session Creation
Triggers when a new session is created.
Trigger
Polling
Try It
Session Cancelled
Triggers when a Session is Cancelled
Trigger
Polling
Try It
New Session Reminder
Triggers when a new session reminder is triggered.
Trigger
Polling
Try It
Team Admins Assign Packages (Team Only)
Triggers when a Team admin is assigned package - (Team only)
Trigger
Polling
Try It
- Client First NameRequired
- Client last Name
- Client EmailRequired
- package Id
- Coach Email
- Client Phone Number
- Company Name (Team accounts only)
- Client TypeRequired
- send client invitation
Action
Write
- OrganizationRequired
Trigger
Instant
Try It
- Status
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- 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
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item NameRequired
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Delenta

Delenta is an all-in-one digital platform for knowledge-based entrepreneurs, such as coaches, mentors, and consultants. Through our platform, you can launch, manage & market your practice with ease and effortless professionalism.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Delenta + Zoho Books

Create Zoho Books customers from new Delenta package purchases

Team Coach Accept Invitation (Team Only)

Course Completion

New Client Note

New Course Purchase

New Invitation Accepted Client

New Invitation Accepted Prospect

New Package Purchase

Package Completion

Session Completed

Session Rescheduled

Team Admins Create Tasks (Team Only)

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

Team Coach Invitation (Team Only)

Form Submission

New Client Task

New Invited Client

New Invited Prospect

New Lead Creation

New Session Creation

Session Cancelled

New Session Reminder

Team Admins Assign Packages (Team Only)

Create Client

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

About Delenta

Related categories

Similar apps

Zapier Interfaces

About Zoho Books

Related categories