Zoho Books + Zoho Notebook

Create text cards in Zoho Notebook for new customers in Zoho Books

Grow your business relations effectively with this simple workflow. Whenever a new customer connects with your business on Zoho Books, a text card with their information gets created in the Zoho Notebook. This automation ensures a better organization of your customer records, saving your precious time for other tasks.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerInstant
automatically do this!
Create Text CardCreates a new Text Card.
ActionWrite

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More things you can do with Zoho Books and Zoho Notebook

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

- 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
- Select Notebook
  Required
Trigger
Instant
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New File Card
Triggers when a new File Card is created.
Trigger
Instant
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- Select Notebook
  Required
- Attachment
  Required
- Title
  Required
Action
Write
- Select Notebook
  Required
- Attachment
  Required
- Title
  Required
Action
Write
- Select Notebook
  Required
- Title
  Required
- Content
  Required
Action
Write
- Select Notebook
  Required
- Select Note Card
  Required
Action
Write
- 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
New Audio Card
Triggers when a new Audio Card is created.
Trigger
Instant
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New Checklist Card
Triggers when a new Checklist Card is created.
Trigger
Instant
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New Photo Card
Triggers when a new Photo Card is created.
Trigger
Instant
Try It
- Select Notebook
  Required
- Attachment
  Required
- Title
  Required
Action
Write
- Notebook Cover
  Required
- Notebook Name
  Required
- Description
  Required
Action
Write
- Select Notebook
  Required
- Attachment
  Required
- Title
  Required
Action
Write
- Select Notebook
  Required
- Select Note Card
  Required
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

Zoho

About Zoho Notebook

Notebook is a beautifuly simple note taking app. Take notes, make lists, record audio, capture moments and sync your notes across devices.

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Related categories

Notes

Zoho