Zoho Books Integrations
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Create Zoho Books invoices from new Shopify orders
Save your time for your products and customers, and let automation manage your accounting. After you've configured this integration, it will trigger with every new order you receive on Shopify, automatically creating an invoice from it on Zoho Books and ensuring your workflows never stop moving.
How It Works
- A new order is received on Shopify
- Zapier automatically creates a new invoice in Zoho Books
Apps Involved
- Shopify
- Zoho Books
Add new Zoho Books contacts to new rows on Google Sheets
A spreadsheet with your contact information gives you a great deal of filtering and sorting power. Activate this integration and we'll make sure it's always updated. Whenever you add a new contact to your customer database on Zoho Books, the automation will capture it, adding the details to a new row on Google Sheets so you have all the latest names within reach at all times.
How this Zoho Books-Google Sheets integration works
- A new contact is added in Zoho Books
- Zapier adds a new row to Google Sheets
Apps Involved
- Zoho Books
- Google Sheets
Subscribe new Zoho Books contacts to a list on MailChimp
Sending emails about the latest news and offers to customers is an integral part of expanding your business. Let this automation do the work of building up your audience: Turn it on, and every new contact you add to Zoho Books will also be subscribed to a list on MailChimp, guaranteeing your newsletters always reach the widest possible audience.
How this Zoho Books - MailChimp integration works
- A new contact is added in Zoho Books
- Zapier automatically adds them as new subscribers in MailChimp
Apps Involved
- Zoho Books
- MailChimp
Post messages to a Slack channel with new invoices from Zoho Books
Issuing an invoice can signify a number of processes are ready to kick off. Make sure the entire team knows about them by setting up this automation. It will trigger with every new invoice you create on Zoho books, automatically posting its details to Slack so everyone in the channel you want to inform hears about it.
How this Zoho Books-Slack integration works
- A new Invoice is created in Zoho Books
- Zapier sends a message on Slack
Apps Involved
- Zoho Books
- Slack
Add new Zoho Books contacts from new submissions on Gravity Forms
Exporting your submissions by hand is a waste of your time. Let Zapier take on tedious tasks like that. This automation will react every time you receive a new submission on Gravity Forms, copying the details you need so a new contact can be added to Zoho Books to ensure your accounting always covers everyone.
How this Gravity Forms - Zoho Books integration works
- A new submission is made in Gravity Forms
- Zapier automatically adds a new contact in Zoho Books
Apps involved
- Gravity Forms
- Zoho Books
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Zoho Books Integration Details
Launched on Zapier July 28, 2016
Zapier combines Triggers (like "New Customer") and Actions (like "Create Customer") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Zoho Books Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new customer is created.
Triggers when a new sales invoice is created.
Triggers when a new item is created.
Triggers when a new estimate is created.
Triggers when an expense is created.
Creates a new customer.
Creates a new estimate.
Creates a new sales invoice.
Creates a new item.
Finds an existing Invoice.
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