How to connect URL Shortener by Zapier + Zoho Books
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UrlRequired
Include
http://
orhttps://
.
OrganizationRequired
Try ItStatus
Triggers based on the Invoice status.
OrganizationRequired
Try ItOrganizationRequired
PAN Number
Applicable only for Indian Edition.
GSTIN or UIN
GST Identification Number or Unique Identification Number (applicable only for Indian Edition).
GST Treatment
Applicable only for Indian Edition.
Allowed values - business_gst, business_registered_composition, business_none, consumer, overseas, business_sez.
Place of Contact
Applicable only for Indian Edition.
Allowed values - AN,AD,AR,AS,BR,CH,CG,DN,DD,DL,GA,GJ,HR,HP,JK,JH,KA,KL,LD,MP,MH,ML,MN,MZ,NL,OD,PY,PB,RJ,SK,TN,TS,TR,UP,UK,WB.
Contact NameRequired
Display name of the contact.
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
Any conditions or terms to be followed during payment.
Notes
Vat Treatment
Mandatory only for UK Edition(If International Trade is enabled).
Tax Treatment
Applicable only for UAE/KSA Edition.
TRN Number
Applicable only for UAE/KSA Edition.
Place of Supply
Place of supply(Only for KSA & UAE Edition).
OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
You will either need to select a specific customer or enter a customer name. If the customer name doesn’t exist, we’ll create a contact record for the same.
Estimate Number
Mandatory if auto-generate option is disabled.
Date
The date on which the invoice was created. Today’s date will be used if the field is left blank. .
Expiry Date
NameRequired
Select line items you wish to include. Multiple line items are separated by comma. .
Rate
Rate for the line items chosen above is mentioned here.
QuantityRequired
Quantity of each line item chosen above is shown here (quantities are separated by commas).
Discount
Full line item discount separated by comma.
Description
Exchange Rate
Exchange rate if dealing with various currencies.
Estimate Notes
Send
Select whether you wish to email the invoice to your customer.
Estimate Terms
Shipping Charge
How URL Shortener by Zapier + Zoho Books Integrations Work
- Step 1: Authenticate URL Shortener by Zapier and Zoho Books.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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