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Delighted + Zoho Books

Create estimates in Zoho Books for new Delighted responses

Effortlessly streamline your sales process with this Delighted to Zoho Books workflow. When a new response is received in Delighted, it prompts the creation of an estimate in Zoho Books, saving you the time spent on manual data entry. Stay organized and efficient while focusing on providing exceptional customer service with this seamless automation.

Effortlessly streamline your sales process with this Delighted to Zoho Books workflow. When a new response is received in Delighted, it prompts the creation of an estimate in Zoho Books, saving you the time spent on manual data entry. Stay organized and efficient while focusing on providing exceptional customer service with this seamless automation.

  1. When this happens...
    DelightedDelighted
    New Response

    Triggers when a new response is received in this Delighted Project.

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

    Creates a new estimate.

    ActionWrite
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Supported triggers and actions

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

    New Response

    Triggers when a new response is received in this Delighted Project.

    Trigger
    Scheduled
    Try It
    • Person ID

    • EmailRequired

    • Phone Number

    • Name

    • Properties

    Action
    Write
    • EmailRequired

    • Name

    • Last Sent At

    Action
    Write
    • Person ID

    • Email

    • Phone Number

    Action
    Write
  • Delighted triggers, actions, and search

    New Unsubscribe

    Triggers when a person unsubscribes from Delighted surveys.

    Trigger
    Scheduled
    Try It
    • Person ID

    • Email

    • Phone NumberRequired

    • Name

    • Properties

    Action
    Write
    • Person IDRequired

    • Created At

    • ScoreRequired

    • Comment

    • Properties

    Action
    Write
    • Person ID

    • Email

    • Phone Number

    Action
    Write
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delighted logo

About Delighted

Delighted is the easiest and most beautiful way to measure customer happiness.
Learn moreHelp

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
zoho-books logo
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