Order Desk + Zoho Books

Order Desk + Zoho Books integrations

Create customers in Zoho Books from new orders in Order Desk

With this integration, contact management has never been easier. Automatically capture the customer data when an order is imported into Order Desk, then send it to Zoho Books as a new customer.

When this happens...
New Order AddedTriggers when a new order is added to Order Desk.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Order Desk and Zoho Books

Discover other triggers and actions you can use with Order Desk and Zoho Books

Order Folder Changed
Triggers when an order's folder is changed in Order Desk.
Trigger
Instant
Try It
- Folder
  Required
- Order ID
- Email
- Shipping Method
- Processor Response
- Tax Total
- Payment Type
- Payment Status
- Order Date
- Shipping First Name
- Shipping Last Name
- Shipping Company
- Shipping Address 1
- Shipping Address 2
- Shipping City
- Shipping State
- Shipping Postal Code
- Shipping Country
- Shipping Phone
- Name
- Code
- Price
- Quantity
- Category
- Variation List
- Item Metadata
- Discount Name
- Discount Code
- Discount Amount
- Checkout Data
- Order Metadata
Action
Write
- Order ID Type
  Required
- Order ID
  Required
- Tracking Number
  Required
- Carrier Code
- Shipment Method
- Shipment Date
- Weight
- Cost
Action
Write
- Tag
  Required
- Order ID Type
  Required
- Order ID
  Required
Action
Write
- Order ID Type
  Required
- Order ID
  Required
- Data Type
  Required
- Field Name
  Required
- Field Value
  Required
Action
Write

- 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

New Order Added
Triggers when a new order is added to Order Desk.
Trigger
Instant
Try It
- Order ID Type
  Required
- Order ID
  Required
- Order Note Text
  Required
Action
Write
- Folder
  Required
- Order ID Type
  Required
- Order ID
  Required
Action
Write
- Order Item ID
  Required
- Data Type
  Required
- Field Name
  Required
- Field Value
  Required
Action
Write
- Order ID
  Required
- Source Name
Action
Search
- 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 Order Desk

Order Desk's order management software allows you to customize your order management workflow.

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Related categories

eCommerce

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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Related categories

Accounting

Zoho

Related Zap Templates

Create new Order Desk orders from new Zoho Books sales invoices

Related Zap Templates

Create new Order Desk orders from new Zoho Books sales invoices