Zoho Bookings + Zoho Books

Create Zoho Books customers from new Zoho Bookings appointments

Stay organized and save time by seamlessly managing your appointments and customer data with this Zoho Bookings and Zoho Books workflow. When a new appointment is booked in Zoho Bookings, this automation will create a customer in Zoho Books, ensuring your customer information is always up-to-date and easily accessible. Say goodbye to manual data entry and focus on delivering exceptional services to your clients.

When this happens...
Appointment Booked
Triggers when a new appointment is booked.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

What does this mean?

Appointment Canceled
Triggers when an appointment is canceled.
Trigger
Instant
Try It
Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Status
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- 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

- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item NameRequired
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Appointment Booked
Triggers when a new appointment is booked.
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

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

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

Related Zap Templates

Create sales invoices in Zoho Books for new appointments booked in Zoho Bookings

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

Zoho Bookings + Zoho Books

Create Zoho Books customers from new Zoho Bookings appointments

Appointment Canceled

Appointment Rescheduled

New Estimate

New Sales Invoice

Status

Create Customer

PAN Number

GSTIN or UIN

GST Treatment

Place of 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

Notes

Vat Treatment

Tax Treatment

TRN Number

Place of Supply

Create Sales Invoice

Invoice Number

Invoice Date

Due Date

Payment Terms

Discount

Exchange Rate

Description

Discount ($)

Payment Options

Shipping Charge

Adjustment

Allow Partial Payment

Notes

Send

VAT Treatment

Tax Treatment

Reference Number

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Appointment Booked

New Customer

New Expense

New Item

Create Estimate

Estimate Number

Date

Expiry Date

Discount

Description

Exchange Rate

Estimate Notes

Send

Estimate Terms

Shipping Charge

Create Item

Description

Rate

Tax Percentage

Find Invoice