Zid + Zoho Books

Create new estimates in Zoho Books for every new order in Zid

This workflow kicks off when a new order is placed in Zid, effortlessly generating an estimate in your Zoho Books account. Great for businesses looking to streamline their sales and accounting processes, this automation helps you save time and keep everything in one place. Transform order data into comprehensive estimates without lifting a finger, tapping into efficiency like never before.

When this happens...
New OrderTriggers when a new order is received.
TriggerInstant
automatically do this!
Create EstimateCreates a new estimate.
ActionWrite

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More things you can do with Zid and Zoho Books

Discover other triggers and actions you can use with Zid and Zoho Books

New Abandoned Cart
Triggers when a new abandoned cart is created.
Trigger
Polling
Try It
- Delivery Option
- Payment Method
- Language
Trigger
Instant
Try It
Deleted Product
Triggers when a product is deleted in a specific store.
Trigger
Instant
Try It
- Order Status
- Delivery Option
- Payment Method
- Language
Trigger
Instant
Try It
- SKU
- Arabic Name
  Required
- English Name
- Arabic Description
  Required
- English Description
- Price
  Required
- Sale Price
- Quantity
- Is Infinite?
- Keywords
- Weight in KG
  Required
- Requires Shipping?
- Publish to the store?
Action
Write

- Product Id
  Required
- SKU
- Arabic Name
- English Name
- Arabic Description
- English Description
- Price
- Sale Price
- Quantity
- Is infinite
- Keywords
- Weight In KG
- Requires Shipping?
- Publish to the store?
Action
Write
- 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 Customer
Triggers when a new customer is registred.
Trigger
Polling
Try It
New Product
Triggers when a new product is created in a specific store.
Trigger
Instant
Try It
Updated Product
Triggers when a product is updated in a specific store.
Trigger
Instant
Try It
- Name
  Required
- Email
- Mobile
  Required
- Type
  Required
- Commercial Registration
Action
Write
- Order Id
  Required
- Status
  Required
Action
Write
- SKU
  Required
Action
Search
- 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 Zid

Zid is an e-commerce solution that is designed to empower retailers to start and scale their business using the power of eCommerce by providing them with the following : **E-Store:** **Ecosystem** **Empowerment** **Community**

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Related categories

eCommerce

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

Create new Zoho Books items for every new product in Zid

Create sales invoices in Zoho Books for new orders in Zid

Generate Zoho Books sales invoices from updated Zid orders