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.

When this happens...
New Sales InvoiceTriggers when a new sales invoice is created.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create JobCreates a new job.
ActionWrite

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Discover other triggers and actions you can use with Zoho Books, Filter by Zapier, and more

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- 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
- Organization
- Job
Trigger
Polling
Try It

- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Layout
  Required
Action
Write

- 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
- Only continue if...
  Required
Action
Filter
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Email
  Required
- Profile
  Required
- Roles
- Team
Action
Write
- Organization
  Required
- Job
  Required
- Content
  Required
Action
Write

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.

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Related categories

Project Management

Zoho

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

Zoho

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.

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Related categories

Developer Tools

Zapier