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Qntrl + Zoho Books + Filter by Zapier

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

Need to setup approvals for invoices where the amount meets or exceeds a certain criteria? For every sales invoice created in Zoho Books, Zapier Filter is triggered. Zapier Filter checks whether the discount in the invoice exceeds a certain amount. If it does, this integration creates a job for that invoice in Qntrl.

Need to setup approvals for invoices where the amount meets or exceeds a certain criteria? For every sales invoice created in Zoho Books, Zapier Filter is triggered. Zapier Filter checks whether the discount in the invoice exceeds a certain amount. If it does, this integration creates a job for that invoice in Qntrl.

  1. When this happens...
    Zoho BooksZoho Books
    New Sales Invoice

    Triggers when a new sales invoice is created.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    QntrlQntrl
    Create Job

    Creates a new job.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • 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

    Action
    Write
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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

  • Project Management
  • Zoho
zoho-books logo
zoho-books logo

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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filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories