Zoho Books + Zoho Mail
Send an email in Zoho Mail for every new sales invoice in Zoho Books
Save time and optimize your workflows with this automation that links Zoho Books and Zoho Mail. When a new sales invoice is generated in Zoho Books, an email is promptly sent via Zoho Mail. This smooth process gives you immediate updates, ensuring no valuable time is wasted on manual tracking and communicating.
Save time and optimize your workflows with this automation that links Zoho Books and Zoho Mail. When a new sales invoice is generated in Zoho Books, an email is promptly sent via Zoho Mail. This smooth process gives you immediate updates, ensuring no valuable time is wasted on manual tracking and communicating.
- When this happens...New Sales Invoice
Triggers when a new sales invoice is created.
- automatically do this!Send Email
Create and send a new email message.
- Free forever for core features
- 14 day trial for premium features & apps
OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
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
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
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
About Zoho Mail
Zoho Mail is a collaborative business communication platform for the modern workforce. It is a blend of classic email and the modern collaboration tools using comments, likes and sharing.
