Planning Pod + Zoho Books

Generate Zoho Books estimates from new Planning Pod proposals

Straighten up your financial tracking with this smart integration. Whenever a new proposal is prepared in Planning Pod, an estimate is instantly created in Zoho Books. This workflow not only saves you time from manual data entry, but it also ensures the accuracy of your accounting records by reducing the risk of human error. Perfect for businesses aiming for efficient and reliable financial processes.

When this happens...
New Proposal
Triggers when a new proposal has been created.
TriggerPolling
automatically do this!
Create Estimate
Creates a new estimate.
ActionWrite

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Supported triggers and actions

New Appointment
Triggers when a new appointment is created in the calendar.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Deposit
Triggers when a new deposit is created.
Trigger
Polling
Try It
New Invoice Payment
Triggers when a new payment is created for an invoice.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It

New Proposal
Triggers when a new proposal has been created.
Trigger
Polling
Try It
New To-Do
Triggers when a new to-do is created in an event.
Trigger
Polling
Try It

- Event Name (Tentative)Required
- First NameRequired
- Last NameRequired
- EmailRequired
- Event Start Date (Tentative)Required
- Event End Date (Tentative)
- Event Budget (Tentative)
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
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
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

New Attendee
Triggers when a new attendee is created in an event.
Trigger
Polling
Try It
New Contract Signature
Triggers when a contract has been signed.
Trigger
Polling
Try It
New Form Response
Triggers when a new form response is captured.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Ticket Payment
Triggers when a new ticket payment is created.
Trigger
Polling
Try It
New Proposal Signature
Triggers when a proposal has been signed.
Trigger
Polling
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
Write
- 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

About Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

Related categories

Event 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.

Planning Pod + Zoho Books

Generate Zoho Books estimates from new Planning Pod proposals

Supported triggers and actions

New Appointment

New Contact

New Deposit

New Invoice Payment

New Lead

New Proposal

New To-Do

Create Lead

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

New Attendee

New Contract Signature

New Form Response

New Invoice

New Ticket Payment

New Proposal Signature

Create Contact

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

About Planning Pod

Related categories

About Zoho Books

Related categories