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Zoho Books + Zoho Invoice

Create sales invoices in Zoho Books from new invoices in Zoho Invoice

Keep your accounting in sync by connecting Zoho Invoice with Zoho Books. With this workflow, every time a new invoice is created in Zoho Invoice, a corresponding sales invoice is instantly generated in Zoho Books. This automatic process not only reduces data entry but also ensures your financial records are consistent and up-to-date across both platforms.

Keep your accounting in sync by connecting Zoho Invoice with Zoho Books. With this workflow, every time a new invoice is created in Zoho Invoice, a corresponding sales invoice is instantly generated in Zoho Books. This automatic process not only reduces data entry but also ensures your financial records are consistent and up-to-date across both platforms.

  1. When this happens...
    Zoho InvoiceZoho Invoice
    New Invoice

    Triggers when a new sales invoice is created.

    TriggerInstant
  2. automatically do this!
    Zoho BooksZoho Books
    Create Sales Invoice

    Creates a new sales invoice.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Organization

    • ContactRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Instant
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    • OrganizationRequired

    Trigger
    Instant
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    • OrganizationRequired

    • Status

    Trigger
    Instant
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    • OrganizationsRequired

    Trigger
    Instant
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    • OrganizationsRequired

    Trigger
    Instant
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    • OrganizationsRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
zoho-books logo
zoho-books logo

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

  • Accounting
  • Zoho
zoho-invoice logo
zoho-invoice logo

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.
Learn moreHelp

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