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Easy Project + Zoho Books

Create Easy Project real budget incomes from new Zoho Books paid sales invoice

Planning your project budget and comparing them to the real revenues and expenses using Easy Project Budgets is the best way to control your project finances. If you use Zoho Books for finance management you definitely need to integrate data to project budget. This Zapier integration helps you new paid sales invoices created in Zoho Books automatically create as real incomes in Easy Project budget.

Planning your project budget and comparing them to the real revenues and expenses using Easy Project Budgets is the best way to control your project finances. If you use Zoho Books for finance management you definitely need to integrate data to project budget. This Zapier integration helps you new paid sales invoices created in Zoho Books automatically create as real incomes in Easy Project budget.

  1. When this happens...
    Zoho BooksZoho Books
    New Sales Invoice

    Triggers when a new sales invoice is created.

    TriggerInstant
  2. automatically do this!
    Easy ProjectEasy Project
    Create Project Income

    Creates a new real income in project budget module.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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

    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

    Action
    Write
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About Easy Project

Easy Project is a professional project management software for you, your team and the whole company. Based on WBS, Gantt, Agile and other best PM practices. It is compatible with modules for Resources, Finances, Help Desk and CRM.

Related categories

  • Project Management
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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.

Related categories