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Partnero + Zoho Books

Create transactions in Partnero from new sales invoices in Zoho Books

When a new sales invoice is issued in Zoho Books, it can be a chore manually entering transaction details into Partnero. With this workflow, the task becomes a breeze. Each new sales invoice in Zoho Books will generate a transaction in Partnero, easing your bookkeeping processes and saving you time for more important tasks. Simplify your financial management with this easy-to-set-up, powerful automation.

When this happens...
New Sales InvoiceTriggers when a new sales invoice is created.
TriggerInstant
automatically do this!
Create a New TransactionCreates new Transaction in the system.
ActionWrite

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About Partnero

Partnero is a partnership management software with a focus on customizable program settings & partner experience.

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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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