Delenta + Zoho Books

Delenta + Zoho Books integrations

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 PurchaseTriggers when a new Package is Purchased.
TriggerPolling
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Delenta and Zoho Books

Discover other triggers and actions you can use with Delenta and Zoho Books

Team Coach Accept Invitation (Team Only)
Triggers when a Coach is accepted Invitation - (Team only)
Trigger
Polling
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Course Completion
Triggers when a Course is Completed
Trigger
Polling
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New Client Note
Triggers when a new client note is created.
Trigger
Polling
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New Course Purchase
Triggers when a new Course is Purchased.
Trigger
Polling
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New Invitation Accepted Client
Triggers when invited client accept the invitation.
Trigger
Polling
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New Invitation Accepted Prospect
Triggers when invited prospect accept the invitation.
Trigger
Polling
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New Package Purchase
Triggers when a new Package is Purchased.
Trigger
Polling
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Package Completion
Triggers when a Package is Completed
Trigger
Polling
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Session Completed
Triggers when a Session is Completed
Trigger
Polling
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Session Rescheduled
Triggers when a Session is Rescheduled
Trigger
Polling
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Team Admins Create Tasks (Team Only)
Triggers when a Team admin is created note - (Team only)
Trigger
Polling
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- 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
Search

Team Coach Invitation (Team Only)
Triggers when a Coach is Invited - (Team only)
Trigger
Polling
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Form Submission
Triggers when a Form is Complete
Trigger
Polling
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New Client Task
Triggers when a new client task is created.
Trigger
Polling
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New Invited Client
Triggers when a new Invited Client is created.
Trigger
Polling
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New Invited Prospect
Triggers when a new Invited Prospect is created.
Trigger
Polling
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New Lead Creation
Triggers when a new Lead is created.
Trigger
Polling
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New Session Creation
Triggers when a new session is created.
Trigger
Polling
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Session Cancelled
Triggers when a Session is Cancelled
Trigger
Polling
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New Session Reminder
Triggers when a new session reminder is triggered.
Trigger
Polling
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Team Admins Assign Packages (Team Only)
Triggers when a Team admin is assigned package - (Team only)
Trigger
Polling
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- Client First Name
  Required
- Client last Name
- Client Email
  Required
- package Id
- Coach Email
- Client Phone Number
- Authorized Contact Name
- Authorized Contact Email
- Company Name (Team accounts only)
- Client Type
  Required
- send client invitation
Action
Write
- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
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- 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

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.

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CRM (Customer Relationship Management)

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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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Related categories

Accounting

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