MailerLite + Zoho Books

Add new Zoho Books estimates to MailerLite group as subscribers

Easily integrate your accounting and email marketing efforts with this streamlined workflow. When a new estimate is created in Zoho Books, the client is instantly added to a specific group in MailerLite as a subscriber. This automation helps you manage subscribers effortlessly and ensures your promotional materials reach the right audience without requiring manual input.

When this happens...
New Estimate
Triggers when a new estimate is created.
TriggerInstant
automatically do this!
Add Subscriber to a Group
Add existing subscriber to a specific group by email address.
ActionWrite

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Supported triggers and actions

What does this mean?

- OrganizationRequired
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- OrganizationRequired
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Instant
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- OrganizationRequired
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Instant
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- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
Action
Write

- OrganizationRequired
- Invoice NumberRequired
Action
Search
Subscriber Opened Campaign
Triggers when a subscriber opens a campaign.
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Instant
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Spam Complaint
Triggers when a subscriber issues a spam complaint about an email.
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- AutomationRequired
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Subscriber Created
Triggers when a subscriber was created on your mailing list.
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- AutomationRequired
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Subscriber Fields Updated
Triggers when the subscriber fields have been updated.
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- EmailRequired
- New EmailRequired
Action
Write
- Subscriber Groups
- EmailRequired
- Resubscribe
Action
Write
- Campaign nameRequired
- Email subjectRequired
- Email sender nameRequired
- Email from addressRequired
- Email contentRequired
- Subscriber Groups
- Subscriber Segments
Action
Write
- Email or nameRequired
Action
Search

- OrganizationRequired
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Instant
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- Status
- OrganizationRequired
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Instant
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- 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
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Subscriber Clicked Campaign Link
Triggers when a subscriber clicks a link in a campaign.
Trigger
Instant
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Campaign Sent
Triggers when a campaign has been sent out.
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Instant
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- Subscriber GroupRequired
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Subscriber Bounced
Triggers when an email to a subscriber bounces.
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Instant
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- Subscriber GroupRequired
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Instant
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Subscriber Unsubscribed
Triggers when a subscriber has unsubscribed from your mailing list.
Trigger
Instant
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- Subscriber GroupRequired
- EmailRequired
Action
Write
- Campaign nameRequired
- Email subjectRequired
- Email sender nameRequired
- Email from addressRequired
- Email contentRequired
- Subscriber Groups
- Subscriber Segments
Action
Write
- Subscriber GroupRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write

About MailerLite

MailerLite’s super-fast email marketing platform helps you grow your business online using innovative email designs, automations, email segmentation and intuitive no-code tools to create websites, landing pages, and signup forms.

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Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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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PRODUCTS

CAPABILITIES

By team

MailerLite + Zoho Books

Add new Zoho Books estimates to MailerLite group as subscribers

New Customer

New Expense

OrganizationRequired

New Item

OrganizationRequired

Create Estimate

Organization NameRequired

Customer NameRequired

Estimate Number

Date

Expiry Date

NameRequired

RateRequired

QuantityRequired

Discount

Description

Exchange Rate

Estimate Notes

Send

Estimate Terms

Shipping Charge

Create Item

OrganizationRequired

Item NameRequired

Description

Rate

Tax Percentage

Find Invoice

OrganizationRequired

Invoice NumberRequired

Subscriber Opened Campaign

Spam Complaint

Subscriber Completed Automation

AutomationRequired

Subscriber Created

Subscriber Triggered Automation

AutomationRequired

Subscriber Fields Updated

Change Subscriber Email

EmailRequired

New EmailRequired

Create or Update Subscriber

Subscriber Groups

EmailRequired

Resubscribe

Send a Campaign

Campaign nameRequired

Email subjectRequired

Email sender nameRequired

Email from addressRequired

Email contentRequired

Subscriber Groups

Subscriber Segments

Find a Subscriber

Email or nameRequired

New Estimate

OrganizationRequired

New Sales Invoice

Status

OrganizationRequired

Create Customer

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