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Lark + Zoho Books

Create new Lark tasks from new Zoho Books estimates

Streamline your task management by connecting your Zoho Books and Lark apps. With this workflow, every time a new estimate is generated in Zoho Books, it will instantly create a new task in Lark. This seamless integration allows you to stay on top of your finances and workload concurrently, boosting productivity and efficiency.

Streamline your task management by connecting your Zoho Books and Lark apps. With this workflow, every time a new estimate is generated in Zoho Books, it will instantly create a new task in Lark. This seamless integration allows you to stay on top of your finances and workload concurrently, boosting productivity and efficiency.

  1. When this happens...
    Zoho BooksZoho Books
    New Estimate

    Triggers when a new estimate is created.

    TriggerInstant
  2. automatically do this!
    LarkLark
    Create New Lark Task

    Crreates a new task in Lark

    ActionWrite
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Supported triggers and actions

    • 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

    • OrganizationRequired

    • Customer NameRequired

    • Invoice Number

    • Invoice Date

    • Due Date

    • Payment Terms

    • Discount

    • Exchange Rate

    • Item NameRequired

    • Description

    • QuantityRequired

    • RateRequired

    • Discount ($)

    • Payment Options

    • Shipping Charge

    • Adjustment

    • Allow Partial Payment

    • Notes

    • Send

    • VAT Treatment

    • Tax Treatment

    • Reference Number

    Action
    Write
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About Lark

Lark is the next-generation collaboration suite that enables teams to do their best work together. It integrates messaging, video conferencing, schedule management, collaborative documents, email and a variety of workplace applications into a single, mobile-first platform.

Related categories

  • Productivity
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

  • Accounting
  • Zoho