respond.io + Zoho Books
Create or update respond.io contacts from new Zoho Books sales invoices
This workflow starts when there's a new sales invoice in Zoho Books and then updates or creates a new contact in respond.io. This automation provides a seamless and efficient means of keeping your respond.io contacts list current with your latest Zoho Books sales transactions. It assists in better client communication and relationship management, saving you time and effort.
This workflow starts when there's a new sales invoice in Zoho Books and then updates or creates a new contact in respond.io. This automation provides a seamless and efficient means of keeping your respond.io contacts list current with your latest Zoho Books sales transactions. It assists in better client communication and relationship management, saving you time and effort.
- When this happens...New Sales Invoice
Triggers when a new sales invoice is created.
- automatically do this!Create or Update Contact
Creates or updates a Contact. Leave the contact field empty if you want to store an empty value or remain the existing value. It is highly recommended to add a delay before executing a new action after creating a new contact, as processing time is required.
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OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
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
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
Reference Number
