Partnero + Zoho Books

Partnero + Zoho Books integrations

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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More things you can do with Zoho Books and Partnero

Discover other triggers and actions you can use with Zoho Books and Partnero

- Organization
  Required
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- Organization
  Required
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Instant
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- Organization
  Required
Trigger
Instant
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- 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
Customer Credited
Triggers when Customer is Credited.
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Instant
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Customer Updated
Triggers when Customer is updated.
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Instant
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Partner Archived
Triggers when Partner is archived.
Trigger
Instant
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Partner Deleted
Triggers when Partner is deleted.
Trigger
Instant
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Partner Updated
Triggers when Partner is updated.
Trigger
Instant
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Subscriber Created
Triggers when Subscriber is created.
Trigger
Instant
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Subscriber Rewarded
Triggers when Subscriber is rewarded.
Trigger
Instant
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Transaction Created
Triggers when Transaction is created.
Trigger
Instant
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- Partner Key
- Partner Id
- Partner Email
- Key
- Email
- Name
  Required
- Surname
Action
Write
- Referring Customer Id
- Referring Customer Key
- Id
- Key
- Email
- Name
  Required
- Surname
- Date of Birth
Action
Write
- Id
- Email
  Required
- Name
- TOS
- Marketing Consent
- Approved
- Referral Email
Action
Write
- Amount
  Required
- Is Currency
  Required
- Amount Units
  Required
Action
Write
- Id
- Email
Action
Write
- Key
  Required
Action
Write
- Id
- Email
- Updated Id
- Updated Key
- Updated Email
- Updated Password
- Updated Name
- Updated Surname
Action
Write
- Key
  Required
Action
Search

- Organization
  Required
Trigger
Instant
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- Status
- Organization
  Required
Trigger
Instant
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- 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
Customer Created
Triggers when Customer is created.
Trigger
Instant
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Customer Deleted
Triggers when Customer is deleted.
Trigger
Instant
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Partner Approved
Triggers when Partner is approved.
Trigger
Instant
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Partner Created
Triggers when Partner is created.
Trigger
Instant
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Partner Rejected
Triggers when Partner is rejected.
Trigger
Instant
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Referred Subscriber Created
Triggers when Referred Subscriber is created.
Trigger
Instant
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Subscriber Deleted
Triggers when Subscriber is deleted.
Trigger
Instant
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Subscriber Updated
Triggers when Subscriber is updated.
Trigger
Instant
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Transaction Deleted
Triggers when Transaction is deleted.
Trigger
Instant
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- Id
- Key
- Email
  Required
- Password
  Required
- Name
  Required
- Surname
Action
Write
- Id
- Key
- Email
  Required
- Name
- Surname
- Date of Birth
Action
Write
- Customer Id
- Customer Key
  Required
- Transaction Key
- Transaction Amount
  Required
- Transaction Amount Units
- Transaction Action
  Required
Action
Write
- Key
  Required
Action
Write
- Id
- Email
Action
Write
- Key
- Id
- Updated Name
- Updated Surname
- Updated Email
- Updated Date of Birth
Action
Write
- Id
- Email
- Updated Id
- Updated Email
- Updated Name
- Updated TOS
- Updated Approved
- Updated Marketing Consent
- Updated Status
Action
Write
- Id
  Required
Action
Search

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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Accounting

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