noCRM.io + Zoho Books

Create Zoho Books customers from new noCRM.io leads

When a new lead is captured in noCRM.io, let this workflow simplify your task by instantly creating a customer profile for the same lead in Zoho Books. It helps in streamlining the lead-to-customer transition seamlessly and saves you from the hassle of manual data entry. Enhance your productivity and make your customer management process more efficient with this handy automation.

When this happens...
New Lead
Triggers when a lead is created.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

What does this mean?

- Event Name
- User
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
- Status Event NameRequired
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It

- Event Name
Trigger
Instant
Try It
- Event Name
- Status Event NameRequired
Trigger
Instant
Try It

- LeadRequired
- User Email
Action
Write
- LeadRequired
- New Lead's TitleRequired
Action
Write
- LeadRequired
- Step NameRequired
Action
Write
- LeadRequired
- CommentRequired
Action
Write
- LeadRequired
- Tag NamesRequired
Action
Write
- LeadRequired
- AmountRequired
- Probability (0-100)
Action
Write
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
Action
Search
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Creation date
- Step Name
Action
Search or write
- 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
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Event Name
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event NameRequired
Trigger
Instant
Try It
- Event Name
- Step Event NameRequired
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
- Prospecting list
Trigger
Instant
Try It
- LeadRequired
- Attachment nameRequired
- AttachmentRequired
Action
Write
- LeadRequired
- Simplified API pathRequired
Action
Write
- Unassigned Explanation
- LeadRequired
- StatusRequired
Action
Write
- LeadRequired
- ActivityRequired
- Comment
Action
Write
- Prospecting ListRequired
Action
Write
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Tags
- Creation date
- Step Name
Action
Write
- LeadRequired
- Estimated closing dateRequired
Action
Write
- TitleRequired
Action
Search
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- 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

About noCRM.io

noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end

Learn more Help

Related categories

CRM (Customer Relationship Management)

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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By team

noCRM.io + Zoho Books

Create Zoho Books customers from new noCRM.io leads

New Lead Assigned

Event Name

User

New Lead Content or Title Changed

Event Name

New Email Received From a Lead

Event Name

New Lead Status Changed To...

Event Name

New Unassigned Lead

Event Name

New Lead

Event Name

New Task Status Changed To...

Event Name

Status Event NameRequired

Assign Lead

LeadRequired

User Email

Change Lead's Title

LeadRequired

New Lead's TitleRequired

Change Step

LeadRequired

Step NameRequired

Add Comment

LeadRequired

CommentRequired

Add Tags

LeadRequired

Tag NamesRequired

Set Amount and Probability

LeadRequired

AmountRequired

Probability (0-100)

Find Lead

EmailRequired

Status

Tags

Include unassigned leads

Include Unassigned Explanation

Find or Create Lead

EmailRequired

Status

Tags

Include unassigned leads

Include Unassigned Explanation

TitleRequired

Description addon

Field Explanation

User Email

Creation date

Step Name

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

Billing Address City

Billing Address Zip