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Zoho Bookings + Zoho Books

Create estimates in Zoho Books for new appointments booked in Zoho Bookings

Easily create estimates in Zoho Books when new appointments are booked in Zoho Bookings using this seamless workflow. It saves you time and ensures every client appointment is swiftly followed by a professional estimate, streamlining your invoicing process and improving client communication.

Easily create estimates in Zoho Books when new appointments are booked in Zoho Bookings using this seamless workflow. It saves you time and ensures every client appointment is swiftly followed by a professional estimate, streamlining your invoicing process and improving client communication.

  1. When this happens...
    Zoho BookingsZoho Bookings
    Appointment Booked

    Triggers when a new appointment is booked.

    TriggerInstant
  2. automatically do this!
    Zoho BooksZoho Books
    Create Estimate

    Creates a new estimate.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho Bookings triggers, actions, and search

    Appointment Canceled

    Triggers when an appointment is canceled.

    Trigger
    Instant
    Try It
  • Zoho Bookings triggers, actions, and search

    Appointment Rescheduled

    Triggers when an appointment is rescheduled.

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It
zoho-bookings logo
zoho-bookings logo

About Zoho Bookings

Zoho Bookings is an appointment scheduler that lets you find the perfect time with your customers. Book quality meetings and increase sales.

Related categories

  • Scheduling & Booking
  • Zoho
zoho-books logo
zoho-books logo

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.

Related categories