Loyverse + Zoho Books

Loyverse + Zoho Books integrations

Create or update Loyverse customers when new customers are added in Zoho Books

Ensure your customer information is consistent across your platforms with this workflow. When you add a new customer in Zoho Books, it initiates the process of creating or updating that customer's details in Loyverse. This automation ensures accurate and uniform data across both platforms, saving you time on manual data entry and enhancing customer management.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerInstant
automatically do this!
Create or Update Single CustomerCreates or Updates a Single Customer.
ActionWrite

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More things you can do with Zoho Books and Loyverse

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

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- 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
Inventory Update
Triggers when a stock updates.
Trigger
Instant
Try It

Receipts Update
Triggers when a receipt gets created or updated.
Trigger
Instant
Try It
- Item ID
- Item Name
  Required
- Reference ID
- Category ID
- Description
- Track Stock
- Sold by Weight
- Primary Supplier ID
- Tax ID
- Form
- Colors
Action
Write
- Receipt Number
  Required
- Receipt Date
- Source
- Employee ID
- Store ID
- ID
  Required
- Quantity
  Required
Action
Write
- Customer ID
- Name
  Required
- Email
- Phone Number
- Address
- City
- Region
- Postal Code
- Country Code
- Customer Code
- Note
- Total Points
Action
Write
- ID
- Name
  Required
- Position
- Stores
- Modifier Options ID
- Modifier Options Name
  Required
- Price
  Required
- Modifier Options Position
  Required
Action
Write
- ID
- Name
  Required
- Contact
- Email
- Phone Number
- Website
- Address 1
- Address 2
- City
- Region
- Postal Code
- Country Code
- Note
Action
Write
- Discount ID
  Required
Action
Write
- POS Device ID
  Required
Action
Write
- Customer ID
  Required
Action
Write
- Supplier ID
  Required
Action
Write
- Variant ID
  Required
Action
Write
- Store ID
- Show Deleted
Action
Search
- Categories ID
Action
Search
- Employee IDs
- Created At Minimum
- Created At Maximum
- Updated At Minimum
- Updated At Maximum
- Limit
- Cursor
Action
Search
- Modifier IDs
- Created At Minimum
- Created At Maximum
- Updated At Minimum
- Updated At Maximum
- Limit
- Cursor
Action
Search
- Item ID
- Created At Min
- Created At Max
- Updated At Min
- Updated At Max
- limit [1...250]
- cursor
- Show Deleted
Action
Search
- Receipt Number
- Since Receipt Number
- Before Receipt Number
- Store Id
- Order
- Source
- Update at min
- Update At Max
- Create At Min
- Created At Max
- Limit
- Cursor
Action
Search
- Created at Minimum
- Created at Maximum
- Updated at Minimum
- Updated at Maximum
- Show Deleted
- Store ID
Action
Search
- Supplier IDs
- Limit
- Cursor
Action
Search
- store
Action
Search
- Customer ID
  Required
Action
Search
- Employee ID
  Required
Action
Search
- Modifier ID
  Required
Action
Search
- Receipt Number
  Required
Action
Search
- Store ID
  Required
Action
Search
- Tax ID
  Required
Action
Search

- Organization
  Required
Trigger
Instant
Try It
- 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
Customer Update
Triggers when a customer is updated.
Trigger
Instant
Try It
Items Update
Triggers when an item is updated.
Trigger
Instant
Try It
Shifts Create
Triggers when a shift is created and synced to the Back Office.
Trigger
Instant
Try It
- Store ID
  Required
- Receipt Date
- Order
- Customer ID
- Source
- Discounts ID
- percentage
- Money Amount
- Scope
- Variant ID
- Quantity
- Price
- Cost
- Payment ID
Action
Write
- Category ID
- Name
  Required
- Color
Action
Write
- ID
- Type
  Required
- Name
  Required
- Discount Amount
- Discount Percent
- Stores
- Restricted Access
Action
Write
- ID
- Name
  Required
- Store ID
  Required
Action
Write
- ID
- Type
- Name
  Required
- Rate
  Required
- Stores
Action
Write
- Modifier ID
  Required
Action
Write
- Category ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Tax ID
  Required
Action
Write
- Variant ID
  Required
- Store ID
  Required
- Stock After
  Required
Action
Write
- POS Device ID
  Required
Action
Search
- Created at Minimum
- Created at Maximum
- Updated at Minimum
- Updated at Maximum
Action
Search
- Store IDs
- Variant IDs
- Update At Minimum
- Updated At Maximum
- Limit
- Cursor
Action
Search
- email
- Created at Minimum
- Created at Maximum
- Updated at Minimum
- Updated at Maximum
- Limit
- Cursor
Action
Search
- Created at Minimum
- Created at Maximum
- Updated at Minimum
- Updated at Maximum
- Show Deleted
Action
Search
- Store ID
- Created at Minimum
- Created at Maximum
- Limit
- Cursor
Action
Search
- Created at Minimum
- Created at Maximum
- Updated at Minimum
- Updated at Maximum
- Show Deleted
Action
Search
- Variant IDs
- Item IDs
- SKU
- Created At Minimum
- Created At Maximum
- Updated At Minimum
- Updated At Maximum
- Limit
- Cursor
Action
Search
- Category ID
  Required
- Name
- Color
- Created At
- Deleted At
Action
Search
- Discount ID
  Required
- Type
- Name
- Discount Amount
- Discount Percent
- Stores
- Created At
- Updated At
Action
Search
- Item Id
  Required
Action
Search
- Payment Type ID
  Required
Action
Search
- Shift ID
  Required
Action
Search
- Supplier ID
  Required
Action
Search
- Variant ID
  Required
Action
Search

About Loyverse

Free Point of Sale and Inventory Management Software. Turn your smartphone or tablet into a powerful POS. Manage sales, inventory and employees with ease.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

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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Related categories

Accounting

Zoho

Related Zap Templates

Generate sales invoices in Zoho Books when new receipts are updated in Loyverse

Create or update Loyverse items whenever new items are added in Zoho Books

Update Zoho Books by creating items when items update in Loyverse