Wello Solutions + Zoho Books

Wello Solutions + Zoho Books integrations

Create Wello Solutions contacts from new Zoho Books customers

Once you create a new customer in Zoho Books, you'll want to have it in Wello Solutions as a contact. This integration is made to create the contact directly in Wello Solutions with the right data. This way, you never lose time creating your contact by hand!

When this happens...
New CustomerTriggers when a new customer is created.
TriggerInstant
automatically do this!
Create or Update ContactCreate or update contact and link it to the company/account.
ActionWrite

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More things you can do with Zoho Books and Wello Solutions

Discover other triggers and actions you can use with Zoho Books and Wello Solutions

- 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 Company
Triggers when you want to get the last modified 20 companies.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created (An empty article_name will be filled by article_description)
Trigger
Polling
Try It
- Category
- Article code
  Required
- name
  Required
- Short Description
- Article Price label
- Physical stock
- Archived?
Action
Write
- Name
  Required
- Company Name
  Required
- Street
- City
- Country
Action
Write
- Task Activity
- Task Id
  Required
- User
  Required
- Contact
  Required
- Subject
  Required
- Description
Action
Write
- Company
  Required
Action
Search
- Contact Id
  Required
Action
Search
- email
  Required
- First Name
- Last Name
  Required
- Company
  Required
- phone
Action
Search or write

- 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
New Contact
Triggers when the customer request all contact list.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created
Trigger
Polling
Try It
New Article
Triggers when a new article is created.
Trigger
Polling
Try It
- First Name
- Last Name
  Required
- Company
  Required
- phone
- email
  Required
Action
Write
- Company
  Required
- Task Type
- Task Priority
  Required
- Task subject
  Required
- Task Description
  Required
Action
Write
- Name
  Required
- Organization
  Required
- Service area
  Required
- Company Code
- Is Client
- Is Supplier?
- Street
- City
- Country
- Zip
- Document Language
Action
Write
- email
Action
Search
- Email
Action
Search

About Wello Solutions

Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.

HelpHelp

Related categories

Product 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

Related Zap Templates

Update Wello Solutions companies from new Zoho Books customers

Related Zap Templates

Update Wello Solutions companies from new Zoho Books customers