Tally + Zoho Books
Create customers in Zoho Books from new submissions in Tally
Speed up your customer management process with this streamlined workflow. When a new submission is made in Tally, a customer profile will instantly be created in Zoho Books. This saves you time from manual entries and ensures seamless data transition for every new submission, optimizing your time and reducing errors. Get on top of your financial management with this workflow.
Speed up your customer management process with this streamlined workflow. When a new submission is made in Tally, a customer profile will instantly be created in Zoho Books. This saves you time from manual entries and ensures seamless data transition for every new submission, optimizing your time and reducing errors. Get on top of your financial management with this workflow.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Customer
Creates a new customer.
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Select a formRequired
Try ItOrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
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
