Salesmate + Zoho Books

Salesmate + Zoho Books integrations

Create customers in Zoho Books from new contacts in Salesmate

This workflow, initiating with a new contact in the Salesmate app, simplifies your process by directly creating a customer profile in Zoho Books. It reduces your manual work of data entry, saves time and helps keep your customer data consistent across both systems. This automation enhances your client relationship management by ensuring all new Salesmate contacts are immediately available in your financial management in Zoho Books.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Salesmate and Zoho Books

Discover other triggers and actions you can use with Salesmate and Zoho Books

New User
Triggers when a new user created.
Trigger
Polling
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New Activity
Triggers when a new activity is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It

- Select Module
  Required
Trigger
Instant
Try It
Update Activity
Triggers when a new activity update is found.
Trigger
Instant
Try It

Update Contact
Triggers when a new contact update is found.
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
- Module Name
  Required
- Object Id
  Required
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select Module
  Required
Action
Write
- Enter the Activity Id
  Required
- Teammates
- Participants
Action
Write
- Enter the Contact Id
  Required
Action
Write
- Enter the Deal Id
  Required
- Teammates
- Participants
Action
Write
- Select Module
  Required
- Enter the Record Id
  Required
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select Module
  Required
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- Name
  Required
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write
- Organization
  Required
Trigger
Instant
Try It
- 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

New De-Activated User
Triggers when a user is de-activated.
Trigger
Polling
Try It
New Activity Note
Triggers when a new activity note is created.
Trigger
Polling
Try It
New Company Note
Triggers when a new company note is created.
Trigger
Polling
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Polling
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Polling
Try It
- Select Module
  Required
Trigger
Polling
Try It
Update Company
Triggers when a new company update is found.
Trigger
Instant
Try It
Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
- Select Module
  Required
- Object Id
  Required
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company Id
  Required
Action
Write
- Select Module
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
- Module Name
  Required
- Object Id
  Required
- Note Id
  Required
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select Module
  Required
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select Module
  Required
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select Module
  Required
Action
Search or 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

About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

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CRM (Customer Relationship Management)

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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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Accounting

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