Freshreview + Zoho Books

Freshreview + Zoho Books integrations

Enroll customers in Freshreview campaigns with new Zoho Books sales invoices

Automate your review management workflow by enrolling customers in a multi-stage review invite campaign whenever a new sales invoice is created in Zoho Books. This Zap streamlines the process, ensuring customers are automatically added to Freshreview campaigns to receive review invitations through email, SMS, or WhatsApp based on your configuration.

When this happens...
New Sales InvoiceTriggers when a new sales invoice is created.
TriggerInstant
automatically do this!
Enroll CustomerEnroll the customer in a review invite campaign.
ActionWrite

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More things you can do with Zoho Books and Freshreview

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

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- 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
- Item Name
  Required
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write

- Organization
  Required
- Invoice Number
  Required
Action
Search
- Select Location
- Customer Name
  Required
- Email
- Phone No
Action
Write

- Organization
  Required
Trigger
Instant
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- 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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find All Locations by Org
Triggers when the user successfully login.
Trigger
Polling
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- Review ID
  Required
- Reviewer Display Name
  Required
- Reviewer Profile Photo Url
  Required
- Number Rating
  Required
- Comment
  Required
- Created Time
  Required
- Google Place Id
  Required
Action
Write

About Freshreview

Freshreview is an online reputation management software that helps online retailers, local area businesses, grow and manage their online customer reviews

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Related categories

Reviews

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.

HelpHelp

Related categories

Accounting

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