Create integrations between SUMIT and Zoho Books to automate any workflow
WHEN THIS HAPPENS
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
FolderRequired
View
TypeRequired
Try ItMailing ListRequired
Phone NumberRequired
Name
Document TypeRequired
Document Language
Document Currency
Document Description
Save Document as Draft
Custom VAT Rate
Recipient Email Address
Email the Original Document
Send Document as Payment Request
Customer Name
Customer Email Address
Use Existing Customers
Item Name
Use Existing Items
Item Quantity
Item Unit Price (ILS)
Item Unit Price (DocCurrency)
Item Price Includes VAT
Payment Amount (ILS)
Payment Amount (DocCurrency)
Payment - Last Card Digits
Payment - Custom Type
Payment - Other Description
RecipientRequired
TextRequired
DraftRequired
Sender Number
Mailing ListRequired
Email AddressRequired
Name
FolderRequired
Folder
Card IdentifierRequired
FolderRequired
Entity IdentifierRequired