Zapier Tables + Zoho Books

Zapier Tables + Zoho Books integrations

Create records in Zapier Tables for new sales invoices in Zoho Books

Streamline your financial recording process with this handy workflow. When a new sales invoice is created within Zoho Books, a corresponding record is instantly made in Zapier Tables. This ensures that all of your financial information is cataloged in an easy-to-access manner. Simplify your sales operations and maintain organized records effortlessly.

When this happens...
New Sales InvoiceTriggers when a new sales invoice is created.
TriggerInstant
automatically do this!
Create RecordCreates a new record on a table.
ActionWrite

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- Organization
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- Organization
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- Organization
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Instant
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- Organization Name
  Required
- Customer Name
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- Estimate Number
- Date
- Expiry Date
- Name
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- Rate
  Required
- Quantity
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- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
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- Organization
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- Item Name
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- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
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- Organization
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- Invoice Number
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- Table ID
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- Zap_id
- Zap_step_id
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- Table ID
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- Zap_id
- Zap_step_id
- Zap_path_run_id
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- Table ID
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- Zap_id
- Zap_step_id
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- Table ID
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- Record ID
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- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
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- Table ID
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- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
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- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Write
- Table Name
  Required
Action
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- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search or write

- Organization
  Required
Trigger
Instant
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- Status
- Organization
  Required
Trigger
Instant
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- 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
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- 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
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Trigger
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- Table ID
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- Zap_id
- Zap_step_id
- Zap_path_run_id
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- Table ID
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- Field
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- Summary Formula
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- Zap_step_id
- Zap_path_run_id
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- Table ID
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- Calculate Field
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- Aggregate Function
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- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
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- Table ID
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- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
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- Table ID
  Required
- Name
- Description
Action
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- Table ID
  Required
- Record ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
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- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search
- Table ID
  Required
- Zap_id
- Zap_step_id
- Zap_path_run_id
Action
Search

About Zapier Tables

Zapier Tables is a no-code database built for automation.

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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.

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Accounting

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Related Zap Templates

Create new Zapier Tables records for every new item in Zoho Books