Qntrl + Zoho Books Integrations

How to connect Qntrl + Zoho Books

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Create jobs in Qntrl if the discount for a sales invoice in Zoho Books exceeds a defined value
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Zoho Books + Filter by Zapier + Qntrl
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When this happens
Step 1: New Sales Invoice
Then do this
Step 2: Only continue if...
Then do this
Step 3: Create Job
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Create jobs in Qntrl if the discount for a sales invoice in Zoho Books exceeds a defined value
Create jobs in Qntrl if the discount for a sales invoice in Zoho Books exceeds a defined value
Zoho Books + Filter by Zapier + Qntrl

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Do Even More with Qntrl + Zoho Books

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Qntrl + Zoho Books workflows do more for them.

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Create jobs in Qntrl if the discount for a sales invoice in Zoho Books exceeds a defined value
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Create jobs in Qntrl if the discount for a sales invoice in Zoho Books exceeds a defined value
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Filter by Zapier + Qntrl + Zoho Books

Supported triggers and actions

What does this mean?

- Organization
- Job
Trigger
Scheduled
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- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
- LayoutRequired
  Click the below refresh button once layout is changed
Action
Write
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization NameRequired
- Customer NameRequired
  You will either need to select a specific customer or enter a customer name. If the customer name doesn’t exist, we’ll create a contact record for the same.
- Estimate Number
  Mandatory if auto-generate option is disabled.
- Date
  The date on which the invoice was created. Today’s date will be used if the field is left blank. .
- Expiry Date
- NameRequired
  Select line items you wish to include. Multiple line items are separated by comma. .
- Rate
  Rate for the line items chosen above is mentioned here.
- QuantityRequired
  Quantity of each line item chosen above is shown here (quantities are separated by commas).
- Discount
  Full line item discount separated by comma.
- Description
- Exchange Rate
  Exchange rate if dealing with various currencies.
- Estimate Notes
- Send
  Select whether you wish to email the invoice to your customer.
- Estimate Terms
- Shipping Charge
Action
Write

- OrganizationRequired
- Item Name
- Description
- Rate
  Price of the item.
- Tax Percentage
  Tax applied on the item.
Action
Write

- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
- EmailRequired
- ProfileRequired
- Roles
- Team
Action
Write
- OrganizationRequired
- JobRequired
- ContentRequired
Action
Write
- OrganizationRequired
Trigger
Instant
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- Status
  Triggers based on the Invoice status.
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- PAN Number
  Applicable only for Indian Edition.
- GSTIN or UIN
  GST Identification Number or Unique Identification Number (applicable only for Indian Edition).
- GST Treatment
  Applicable only for Indian Edition.
  Allowed values - business_gst, business_registered_composition, business_none, consumer, overseas, business_sez.
- Place of Contact
  Applicable only for Indian Edition.
  Allowed values - AN,AD,AR,AS,BR,CH,CG,DN,DD,DL,GA,GJ,HR,HP,JK,JH,KA,KL,LD,MP,MH,ML,MN,MZ,NL,OD,PY,PB,RJ,SK,TN,TS,TR,UP,UK,WB.
- Contact NameRequired
  Display name of the contact.
- 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
  Any conditions or terms to be followed during payment.
- Notes
- Vat Treatment
  Mandatory only for UK Edition(If International Trade is enabled).
- Tax Treatment
  Applicable only for UAE/KSA Edition.
- TRN Number
  Applicable only for UAE/KSA Edition.
- Place of Supply
  Place of supply(Only for KSA & UAE Edition).
Action
Write
- OrganizationRequired
- Customer NameRequired
  If the customer name doesn’t exist a new contact record will be created. .
- Invoice Number
  Mandatory if auto-generate option is disabled.
- Invoice Date
  Defaults to creation date if not specified.
- Due Date
- Payment Terms
  Payment terms (days). Invoice due date will be calculated based on this if specified.
- Discount
  Discount applied to the invoice in %. .
- Exchange Rate
- Item NameRequired
  .
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
  Select which payment options you want to show on your invoices.
- Shipping Charge
  Shipping charges applied to the invoice.
  
  .
- Adjustment
  Adjustments made to the invoice.
- Allow Partial Payment
  Used to specify whether payment can be collected in parts. Advance payment and so on.
- Notes
- Send
  Select whether you wish to email the invoice to your customer. .
- VAT Treatment
  Only for UK Edition.
- Tax Treatment
  Applicable only for UAE/KSA Edition.
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

How Qntrl + Zoho Books Integrations Work

Step 1: Authenticate Qntrl and Zoho Books.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Qntrl + Zoho Books

About Qntrl

Qntrl is a business orchestration platform to design, automate, and analyze all your business processes. From everyday workflows to complex activities, Qntrl lets you plan every detail and track the progress of tasks as they move through your team.

Related categories

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.

Related categories

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Qntrl + Zoho Books Integrations

How to connect Qntrl + Zoho Books

Create jobs in Qntrl if the discount for a sales invoice in Zoho Books exceeds a defined value

Create jobs in Qntrl if the discount for a sales invoice in Zoho Books exceeds a defined value

Connect your apps and automate workflows

Do Even More with Qntrl + Zoho Books

Create jobs in Qntrl if the discount for a sales invoice in Zoho Books exceeds a defined value

New Job Comment

Organization

Job

New User

OrganizationRequired

Create Job

OrganizationRequired

LayoutRequired

New Customer

OrganizationRequired

New Expense

OrganizationRequired

New Item

OrganizationRequired

Create Estimate

Organization NameRequired

Customer NameRequired

Estimate Number

Date

Expiry Date

NameRequired

Rate

QuantityRequired

Discount

Description

Exchange Rate

Estimate Notes

Send

Estimate Terms

Shipping Charge

Create Item

OrganizationRequired

Item Name

Description

Rate

Tax Percentage

New Job

OrganizationRequired

Add User

OrganizationRequired

EmailRequired

ProfileRequired

Roles

Team

Post Comment

OrganizationRequired

JobRequired

ContentRequired

New Estimate

OrganizationRequired

New Sales Invoice

Status

OrganizationRequired

Create Customer

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