Zoho Books + Zoho Calendar

Zoho Books + Zoho Calendar integrations

Create new Zoho Books customers from new Zoho Calendar events

Create a seamless connection between your calendar events and customer records. With this automation, whenever a new event is created in your Zoho Calendar, a corresponding customer record is established in Zoho Books. This workflow ensures efficient record keeping, aiding in customer management and enhancing business productivity.

When this happens...
Event CreatedTriggers when an event is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Zoho Calendar and Zoho Books

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

Calendar Deleted
Triggers when a calendar is deleted.
Trigger
Instant
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Event Created
Triggers when an event is created.
Trigger
Instant
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Event Updated
Triggers when an event is updated.
Trigger
Instant
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Calendar Shared
Triggers when a Calendar is shared.
Trigger
Instant
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- Calendar
  Required
- Event
  Required
Action
Write

- Calendar
  Required
- Search Term
- Start Date & Time
- End Date & Time
Action
Write
- Calendar
  Required
- Event
  Required
- Title
  Required
- Start time
  Required
- End time
  Required
- Is all day
- Color
- Description
- Location
- Private
- Attendees
- Add to free/busy schedule
- Allow Forward
Action
Write

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- 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

Calendar Updated
Triggers when an existing calendar is updated.
Trigger
Instant
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Deleted Event
Triggers when an event is deleted.
Trigger
Instant
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Calendar Created
Triggers when a new calendar is created.
Trigger
Instant
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- Name
  Required
- Include in my Free/Busy sharing
  Required
- Description
Action
Write
- Calendar
  Required
- Title
  Required
- Start time
  Required
- End time
  Required
- Is all day
- Color
- Description
- Location
- Private
- Attendees
- Add to free/busy schedule
- Allow Forward
Action
Write
- Describe Event
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
Trigger
Instant
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- Status
- Organization
  Required
Trigger
Instant
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- 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 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.

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Related categories

Accounting

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About Zoho Calendar

Zoho Calendar is an online personal and business calendar app that helps you plan your schedule, track daily agenda, and manage team events.

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Related categories

Calendar

Zoho

Related Zap Templates

Create new Zoho Calendar events for every new sales invoice in Zoho Books

Related Zap Templates

Create new Zoho Calendar events for every new sales invoice in Zoho Books