SuiteDash + Zoho Books
Create new Zoho Books customers from newly added SuiteDash companies
This workflow begins when you add a new company in SuiteDash, and seamlessly creates a corresponding customer in Zoho Books. It's an effortless way of ensuring your customer information is consistent across both your platforms, saving you the trouble of manual data entry, reducing errors, and enhancing workflow efficiency. Ideal for businesses using both SuiteDash and Zoho Books, this automation can help keep your financial records up-to-date with the latest client information.
This workflow begins when you add a new company in SuiteDash, and seamlessly creates a corresponding customer in Zoho Books. It's an effortless way of ensuring your customer information is consistent across both your platforms, saving you the trouble of manual data entry, reducing errors, and enhancing workflow efficiency. Ideal for businesses using both SuiteDash and Zoho Books, this automation can help keep your financial records up-to-date with the latest client information.
- When this happens...New Company
Triggers when a new company is created.
- automatically do this!Create Customer
Creates a new customer.
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New Company
Triggers when a new company is created.
Try ItNew Project
Triggers when a new project is created.
Try ItType
StatusRequired
PriorityRequired
Project
Assign User
Task TitleRequired
Estimated Time Required (Hours)
Total Time Spent (Hours)
Task Description
Due Date
Tags
Project Template
Project Status
Users Assigned to the Project
Assigned ClientRequired
Project NameRequired
Estimated Completion DateRequired
Project Description
Estimated Value
Currency
Project Leader
Set Estimated Time/Time Spent As
New Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created.
Try ItCompany NameRequired
Category
Primary Phone
Work Email
Home Email
Im
Website
Physical Address
Background Info
Work Phone
Shop Phone
Home Phone
Tags
Associated Contacts
Role
First Name
Last Name
Primary Email
RoleRequired
First NameRequired
Last NameRequired
Primary EmailRequired
Company
Create Company if No Exact Match
On-Boarding FLOW
Folder Generator
User Timezone
Coordinator
Assign Circle
Event Generator
Audience
Schedules
Project Generators
Tags
Physical Address
Address Line 1
Address Line 2
City
State / Province
ZIP / Postal Code
Country
Work Email
Home Email
Background Info
Job Title
Deal Generator
Primary Phone
Work Phone
Shop Phone
Home Phone
Website
Send Email to Coordinator
Send Portal Access Invitation
Amount
Title
Currency
Plan