Simply.Coach + Zoho Books

Create new Zoho Books customers from updated Simply.Coach engagements

Keep your client records streamlined and enhance your workflow using this process that links Simply.Coach and Zoho Books. Every time an engagement gets updated in Simply.Coach, the same update is reflected in Zoho Books. This automation is ideal for coaches, ensuring a seamless tracking of each client, removing the need for any manual data entry.

When this happens...
Updated Engagement
Triggers when your engagement is updated
TriggerPolling
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Polling
Try It
New Custom Report
Triggers when a new new custom report is generated and available
Trigger
Polling
Try It
- StatusRequired
Trigger
Polling
Try It
Updated Contact
Triggers when your contact is updated
Trigger
Polling
Try It
- Invoice StatusRequired
Trigger
Polling
Try It

- First NameRequired
- Last NameRequired
- Primary EmailRequired
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?Required
- Prospect Stage
- Share access with
Action
Write
- NoteRequired
- Pin this Note
- Select ContactRequired
Action
Write

- Status
Action
Search
- Contact EmailRequired
- First NameRequired
- Last NameRequired
- Primary EmailRequired
- Secondary Email
- Phone Number
- Company Name
- Time Zone
- Address Line 1
- Address Line 2
- Country
- Zip / Postal Code
- Prospect?Required
- Prospect Stage
- Share access with
Action
Search or write
- OrganizationRequired
Trigger
Instant
Try It
- Status
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- 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
Action
Write
- 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
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Engagement NameRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Email of Coach to be Assigned
- Phone Number
- Time zone
- Status
- Deliverable
- Total Sessions Planned
- ServicesRequired
- Start DateRequired
- Allow Coachee to schedule sessions?Required
- Invite Client to portalRequired
- Allow Coachee to reschedule sessions?Required
- Sync sessions with Coaches calendar?Required
- Enable Online Meeting?Required
- Send Action Reminders to Coachee?Required
- Send Session Invitation & Reminder emails to coachee?Required
Action
Write
- Contact EmailRequired
Action
Search
- User emailRequired
Action
Search
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

About Simply.Coach

Simply.Coach is a digital coaching management used by Coaches, Therapists, Counsellors, Consultants & Trainers to deliver professional services.

Related categories

CRM (Customer Relationship Management)

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.

Related categories

Related Zap Templates

Update Zoho Books with new customers whenever contacts get updated in Simply.Coach

Related Zap Templates

Update Zoho Books with new customers whenever contacts get updated in Simply.Coach

Simply.Coach + Zoho Books

Create new Zoho Books customers from updated Simply.Coach engagements

Supported triggers and actions

New Response Submitted for Form

New Custom Report

New Invoice

Updated Contact

Updated Invoice

Create Contact

Create Note

Find Form

Find or Create Contact

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

New Contact

New Engagement

New Session

Updated Engagement

Updated Session

Create Engagement

Find Contact

Find User

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

About Simply.Coach

Related categories

About Zoho Books

Related categories

Related Zap Templates

Related Zap Templates