Sales Cookie + Zoho Books Integrations
How to connect Sales Cookie + Zoho Books
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New Released RewardTriggers when a calculation's rewards are released.Trigger- Create/Update TransactionCreates or updates a sales transaction.Action
New CustomerTriggers when a new customer is created.Trigger- New EstimateTriggers when a new estimate is created.Trigger
- New ExpenseTriggers when an expense is created.Trigger
- New Sales InvoiceTriggers when a new sales invoice is created.Trigger
- New ItemTriggers when a new item is created.Trigger
- Create CustomerCreates a new customer.Action
- Zoho Books
Creates a new estimate.
Scheduled
Action
- Zoho Books
Creates a new sales invoice.
Scheduled
Action
- Zoho Books
Creates a new item.
Scheduled
Action
- Zoho Books
Finds an existing Invoice.
Scheduled
Action
How Sales Cookie + Zoho Books Integrations Work
- Step 1: Authenticate Sales Cookie 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.
About Sales Cookie
Sales Cookie automate all aspects of sales commission programs.
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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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