Holded + Zoho Books
Create Zoho Books sales invoices from new Holded sales invoices
Streamline your accounting process with this workflow. When a new sales invoice is created in Holded, it instantly creates a corresponding sales invoice in Zoho Books. With this setup, you can efficiently maintain consistent and accurate financial records across your platforms, enhancing your bookkeeping efficiency.
Streamline your accounting process with this workflow. When a new sales invoice is created in Holded, it instantly creates a corresponding sales invoice in Zoho Books. With this setup, you can efficiently maintain consistent and accurate financial records across your platforms, enhancing your bookkeeping efficiency.
- When this happens...New Sales Invoice
Triggers when a new sales invoice is created
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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New Contact
Triggers when a new contact is created
Try ItNew Sales Invoice
Triggers when a new sales invoice is created
Try ItNew Sales Order
Triggers when a new sales order is created
Try ItContact NameRequired
Contact Code
Contact Relationship
Contact type
Contact Email
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
Tags
New Deal
Triggers when a new CRM Deal is created
Try ItNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItNew Sales Receipt
Triggers when a new sales receipt has been created
Try ItContact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Notes
DateRequired
Name
Units
SKU
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Document Number
Currency
Tags
