UpKeep + Zoho Books + Filter by Zapier

Create sales invoice in Zoho Books from new closed work orders in UpKeep

Streamline your payments with maintenance. Embrace the modern age of procurement. With this automation, sales invoices are automatically created in Zoho Books from closed work orders in UpKeep.

When this happens...
Work Order Status ChangeTriggers when a status changes on a work order.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create Sales InvoiceCreates a new sales invoice.
ActionWrite

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New Purchase Order
Triggers when a new purchase order is created.
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Instant
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New Work Order
Triggers when a new work order is created.
Trigger
Instant
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Request Approved
Triggers when a request is approved.
Trigger
Instant
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Work Order Category Change
Triggers when category changes on a work order.
Trigger
Instant
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- Title
  Required
- Detailed Description
- User Assigned
- Location Assigned
- Asset Assigned
Action
Write

- Id
  Required
- Status
Action
Write
- Asset Name
  Required
Action
Search

- Part Name
  Required
Action
Search
- Vendor Name
  Required
Action
Search
- 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 Request
Triggers when a new request is created.
Trigger
Instant
Try It
Purchase Order Status Change
Triggers when a status changes on a purchase order.
Trigger
Instant
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Work Order Status Change
Triggers when a status changes on a work order.
Trigger
Instant
Try It
- Title
  Required
- Category
- Due Date
- Vendor
- Description
- Part ID
- Part Quantity
- Tax
- Shipping Cost
- Other Cost
- Company Name
- Company Slogan
- Company Street
- Company Zipcode
- Company City
- Company State
- Company Phone
- Company Fax
- Shipping Name
- Shipping Company
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zipcode
- Shipping Phone
- Shipping Fax
- Purchase Order Date
- Requisitioner
- Shipping Method
- F.O.B. Shipping Point
- Terms
- Notes
Action
Write
- Detailed Description
- Title
  Required
- User Assigned
- Location Assigned
- Asset Assigned
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Location Name
  Required
Action
Search
- Email Id
  Required
Action
Search
- Only continue if...
  Required
Action
Filter
- 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 UpKeep

UpKeep is a maintenance management application for facility management teams. Create work orders, prioritize requests, and collaborate with your team.

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Related categories

Project 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.

HelpHelp

Related categories

Accounting

Zoho

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Related categories

Developer Tools

Zapier

Related Zap Templates

Create estimates in Zoho Books from new purchase orders in UpKeep

Related Zap Templates

Create estimates in Zoho Books from new purchase orders in UpKeep