Zoho Books + Zoho Calendar
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.
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 Created
Triggers when an event is created.
- automatically do this!Create Customer
Creates a new customer.
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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.