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involve.me + Zoho Books

Create Zoho Books sales invoices for new completed involve.me submissions

Effortlessly manage your invoicing process with this seamless workflow between involve.me and Zoho Books. Whenever a new completed submission is received in involve.me, a sales invoice will be created in Zoho Books, streamlining your sales and accounting tasks. This automation saves you time and ensures accurate invoicing for every transaction.

Effortlessly manage your invoicing process with this seamless workflow between involve.me and Zoho Books. Whenever a new completed submission is received in involve.me, a sales invoice will be created in Zoho Books, streamlining your sales and accounting tasks. This automation saves you time and ensures accurate invoicing for every transaction.

  1. When this happens...
    involve.meinvolve.me
    TriggerScheduled
  2. automatically do this!
    Zoho BooksZoho Books
    Create Sales Invoice

    Creates a new sales invoice.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • involve.me ProjectRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • PAN Number

    • GSTIN or UIN

    • GST Treatment

    • Place of Contact

    • Contact NameRequired

    • 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
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About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
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Related categories

  • Forms & Surveys

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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.

Related categories