ProfileGrid + Zoho Books

ProfileGrid + Zoho Books integrations

Create sales invoices in Zoho Books for new membership requests in ProfileGrid

Easily manage your expanding community with this efficient workflow. Whenever there is a new membership request in ProfileGrid, it leads to the creation of a sales invoice in Zoho Books. This way, you can focus more on growing your community and less on administrative tasks. Stay organized and streamline your invoicing process.

When this happens...
New Membership RequestTriggers when a user request to join a closed type group.
TriggerInstant
automatically do this!
Create Sales InvoiceCreates a new sales invoice.
ActionWrite

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More things you can do with ProfileGrid and Zoho Books

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

Group Deleted
Triggers when a group deleted by site admin.
Trigger
Instant
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Group Manager Resets Password
Triggers when a group manager reset user password.
Trigger
Instant
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New Membership Request
Triggers when a user request to join a closed type group.
Trigger
Instant
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Payment Failed
Triggers when a payment failed.
Trigger
Instant
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User Added to Group
Triggers when a user added in any group.
Trigger
Instant
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User Denied Membership Request
Triggers when user membership request denied.
Trigger
Instant
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User Resets Password
Triggers when a user reset the password successfully.
Trigger
Instant
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- 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

Group Manager Removed
Triggers when a group manager removed.
Trigger
Instant
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Membership Request Approved
Triggers when user membership request approved.
Trigger
Instant
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Payment Complete
Triggers when a payment completed.
Trigger
Instant
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User Account Deleted by User
Triggers when a user account deleted by user.
Trigger
Instant
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User Assigned Group Manager
Triggers when a user assigned Group manager.
Trigger
Instant
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User Remove From Group
Triggers when a user remove from any group.
Trigger
Instant
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- Group Id
  Required
- User Id
  Required
Action
Write
- 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

About ProfileGrid

ProfileGrid is a power-packed WordPress user profile, membership and directory plugin.

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Related categories

Website & App Building

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

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