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Gmail + Zapier Chrome extension + Zoho Books

Send existing Zoho Books invoices in Gmail messages via a Google Chrome extension

When you need to quickly look up an invoice and get the details to a stakeholder, you don't need to waste time by doing it manually. Use this Zap to automatically find existing invoices in Zoho Books. All you need to do is type in the invoice number to Zapier's Google Chrome extension and Zapier will send you (or someone else) a Gmail message with all the details from the invoice.

When you need to quickly look up an invoice and get the details to a stakeholder, you don't need to waste time by doing it manually. Use this Zap to automatically find existing invoices in Zoho Books. All you need to do is type in the invoice number to Zapier's Google Chrome extension and Zapier will send you (or someone else) a Gmail message with all the details from the invoice.

  1. When this happens...
    Zapier Chrome extensionZapier Chrome extension
    New Push

    When you trigger this Zap from the Zapier Chrome extension, by default it will include the website’s title, URL, timestamp, and who triggered the Zap. You can add additional Input Fields if you’d like to include more information.

    TriggerInstant
  2. automatically do this...
    Zoho BooksZoho Books
    Find Invoice

    Finds an existing Invoice.

    ActionSearch
  3. then do this!
    GmailGmail
    Send Email

    Create and send a new email message.

    ActionWrite
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Supported triggers and actions

What does this mean?
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
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  • Email
  • Google

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zapier-chrome-extension logo
zapier-chrome-extension logo

About Zapier Chrome extension

Run workflows right from your browser. Include the URL & Title of the current page or add fields to include any other data you want to use in your Zap.
Learn more
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.

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