Mailsuite + Zoho Books

Mailsuite + Zoho Books integrations

Create new Zoho Books customers from Mailtrack first open notifications

Stay on top of your leads with this Mailtrack and Zoho Books automation. Whenever a new Mailtrack notification is received for the first email open, a customer will be created in Zoho Books. This seamless workflow ensures you can easily track and manage prospective clients, saving you time and effort on manual processes.

When this happens...
First Open NotificationTriggers when someone open an email for the first time.
TriggerInstant
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Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Mailsuite and Zoho Books

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

First Click Notification
Triggers when someone click on a tracked link for the first time.
Trigger
Instant
Try It
First PDF View Notification
Triggers when someone view a PDF for the first time.
Trigger
Instant
Try It
- 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

First Open Notification
Triggers when someone open an email for the first time.
Trigger
Instant
Try It
- Recipient (To)
  Required
- Subject
  Required
- Body
  Required
Action
Write
- 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

About Mailsuite

Mailsuite is an email tracker for Gmail that lets you monitor email opens, clicks, and document views in real time.

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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.

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Accounting

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