Notion + Zoho Books

Create Zoho Books customers from new Notion database items

Effortlessly manage your customers in Zoho Books by connecting it with Notion. With this workflow, every time a new database item is added in Notion, a customer will be created in Zoho Books, streamlining your data entry process and ensuring consistency across platforms. Save time and maintain organized records with this seamless automation.

When this happens...
New Data Source Item
Triggers when a new item is created in a data source.
TriggerPolling
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- Data Source (required)
- Filter by Creation Time
Trigger
Polling
Try It
- Data Source (required)
Trigger
Polling
Try It
- PageRequired
- Block TypeRequired
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- PageRequired
- CommentRequired
Action
Write
- Parent PageRequired
- Title
- Content
- Icon
- Cover
Action
Write

- Item IDRequired
Action
Write
- Data Source
- ItemRequired
- Content
- Content Format
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- PageRequired
Action
Search
- Block IDRequired
- Page Size
- Start Cursor
Action
Search
- Page or Database Item IDRequired
Action
Search
- PageRequired
- PropertyRequired
Action
Search
- UserRequired
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
- Inventory Tracking Enabled in Organization
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

- Database
- Data Source
- Page
Trigger
Instant
Try It
- Page IdRequired
Trigger
Polling
Try It
- Data Source
- ItemRequired
Action
Write
- Data Source
- Content
- Content Format
Action
Write
- PageRequired
- ContentRequired
- Content Format
Action
Write
- DatabaseRequired
- Title
- Move To
- Display Inline
- Icon (Emoji)
- Move to Trash
- Lock Database
Action
Write
- Data SourceRequired
- Title
- Icon Emoji
- Property Updates (JSON)
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- Block IdRequired
Action
Search
- Data Source
Action
Search
- Page IDRequired
Action
Search
- TitleRequired
- Exact MatchRequired
Action
Search
- Data Source
- Advanced Query (JSON)
Action
Search
- Data Source
- Content
- Content Format
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
- Reference Number
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Related categories

Task Management

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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Create sales invoices in Zoho Books from new database items in Notion

Create new items in Notion when new estimates are generated in Zoho Books

Create database items in Notion for new sales invoices in Zoho Books

Notion + Zoho Books

Create Zoho Books customers from new Notion database items

New Data Source Item

Updated Data Source Item

Add Block to Page

Add Comment

Create Page

Restore Data Source Item

Update Data Source Item

API Request (Beta)

Retrieve a Page

Get Page Comments

Get Block Children

Get Page or Database Item by ID

Get Page Property

Get User Details

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

New Comment

Updated Page

Archive Data Source Item

Create Data Source Item

Add Content to Page

Update Database

Update Data Source Schema

Retrieve Database

Retrieve Block Children

Find Data Source Items

Get Page and Children

Find Page (By Title)

Query Data Source (Advanced)

Find or Create Database Item

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

About Notion

Related categories

About Zoho Books

Related categories

Related Zap Templates

Related Zap Templates