PostgreSQL + Zoho Books

PostgreSQL + Zoho Books integrations

Create Zoho Books sales invoices from new PostgreSQL custom query rows

Running your business can be a walk in the park when you automate your invoicing process using PostgreSQL and Zoho Books. With this workflow, whenever there's a new row added to your PostgreSQL database based on your custom query, it generates a sales invoice in Zoho Books instantly. Say goodbye to manual data transfers and hello to efficient bookkeeping.

When this happens...
New Row (Custom Query)Triggers when new rows are returned from a custom query that you provide. Advanced Users Only.
TriggerPolling
automatically do this!
Create Sales InvoiceCreates a new sales invoice.
ActionWrite

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More things you can do with PostgreSQL and Zoho Books

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

- Table/View
  Required
Trigger
Polling
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- Query
  Required
Trigger
Polling
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- Table/View
  Required
- Primary_key
  Required
- Order_by
  Required
- Trigger_column
Trigger
Polling
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- Table
  Required
- ID Column
  Required
Action
Write
- Query
  Required
Action
Search

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
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

- Table/View
  Required
- Order_by
- Dedupe_key
Trigger
Polling
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New Table
Triggers when you add a new table.
Trigger
Polling
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- Table
  Required
Action
Write
- Table
  Required
- Lookup Column
  Required
- Lookup_value
  Required
Action
Search
- Query
  Required
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 PostgreSQL

PostgreSQL is a powerful, open-source database engine with a uniquely advanced query optimizer and dozens of built in features, making it an easy choice for production databases.

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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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