Shopify + Zoho Books

Create Zoho Books customers from new Shopify orders

Streamline your e-commerce bookkeeping by connecting Shopify and Zoho Books. With this workflow, every time a new order is placed on Shopify, a new customer gets created in Zoho Books. Perfect for online businesses wanting to save time and improve efficiency, this workflow ensures all customer details are accurately recorded for easy financial tracking.

When this happens...
New Order
Triggers when an order is created (with line item support).
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

New Blog
Triggers when a new blog is added to your Shopify store.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added to your Shopify account.
Trigger
Scheduled
Try It
- Risk Level
Trigger
Scheduled
Try It
New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Trigger
Instant
Try It
New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Trigger
Instant
Try It

New Paid Order
Triggers when an order is paid (with line item support).
Trigger
Instant
Try It
New Product
Triggers when a product is created.
Trigger
Instant
Try It

Updated Customer
Triggers when a customer's information is updated.
Trigger
Instant
Try It
Updated Order
Triggers when an order is updated (with line item support).
Trigger
Instant
Try It
Updated Tag in Order
Triggers when a tag has either been added or removed from an order.
Trigger
Instant
Try It
- CustomerRequired
- TagsRequired
- Overwrite existing tags?
Action
Write
- NameRequired
- External Id
- A note about the company
- Company Contact
- Contact Email
- Contact First Name
- Contact Last Name
- Contact Phone
- Contact Title
- Contact Locale
- Location
- Billing same as shipping address?
- Company Shipping Address
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping First Name
- Shipping Last Name
- Shipping Address Phone
- Shipping Address Recipient
- Shipping Address Zip
- Shipping Address Zone Code
- Location External ID
- Location Locale
- Location Name
- Location Note
- Location Phone
- Tax Registration Id
Action
Write
- First Name
- Last Name
- Email AddressRequired
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Write
- Order IDRequired
- Fulfillment Order IDRequired
- Notify Customer
- Address Line 1
- Address Line 2
- City
- Country Code
- Province Code
- Zip Code
- Tracking Company
- Tracking Number
- Tracking URL
Action
Write
- Email
- Product
- Product Variant
- SKU
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
- Price
- Rate
- Title
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
- Buyer Accepts Marketing?
- Shipping Address Instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - Country Code
- Shipping Address - State/Province/Region
- Shipping Address - State/Province/Region Code
- Shipping Address - Postal/Zip code
- Billing Address Instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - Country Code
- Billing Address - State/Province/Region
- Billing Address - State/Province/Region Code
- Billing Address - Postal/Zip code
- Send Receipt
- Send Fulfillment Receipt
- Location
- Inventory Behaviour
- Financial Status
- Fulfillment Status
- Code
- Title
- Price
- Discounted Price
- Source
Action
Write
- Product IDRequired
- Channel IDRequired
- Publish Date
Action
Write
- OrderRequired
- Amount
- Currency
- Type
- Parent Transaction
- Warning
- Gateway
Action
Write
- Order IDRequired
- Email
- Notes
- Phone
- Buyer Accepts Marketing?
- Remove Customer from Order?
- Tags
- Additional Details
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - City
- Shipping Address - Company
- Shipping Address - Country
- Shipping Address - First Name
- Shipping Address - Last Name
- Shipping Address - Latitude
- Shipping Address - Longitude
- Shipping Address - Name
- Shipping Address - Phone
- Shipping Address - Province
- Shipping Address - Province Code
- Shipping Address - ZIP
Action
Write
- Product IDRequired
- Title
- Product Type
- Vendor
- Product Status
- Product Description
- Tags
- Category
- Collections to Join
- Collections to Leave
- Handle
- Redirect Handle?
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Name
- Email
Action
Search
- Order IDRequired
- Include Closed Fulfillment Orders
Action
Search
- Owner ResourceRequired
- Owner IdRequired
Action
Search
- IdsRequired
Action
Search
- Product TitleRequired
Action
Search
- Product Variant SKURequired
Action
Search
- Name
- Email AddressRequired
- First Name
- Last Name
- Customer Phone

Shopify + Zoho Books

Create Zoho Books customers from new Shopify orders

Supported triggers and actions

New Blog

New Customer

New Fraudulent Order

New Cancelled Order

New Fulfilled Order

New Paid Order

New Product

Updated Customer

Updated Order

Updated Tag in Order

Add Tag to Customer

Create Company

Create Customer

Create Fulfillment

Create Order

Publish Product

Create Transaction

Update Order

Update Product

Find Customer

Get Fulfillment Orders by Order ID

Find Metafields

Find Products by ID (With Line Item Support)

Find Product by Title

Find Product Variant by SKU

Find or Create Customer