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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.

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.

  1. When this happens...
    Zoho BooksZoho Books
    New Customer

    Triggers when a new customer is created.

    TriggerInstant
  2. automatically do this!
    Zoho NotebookZoho Notebook
    Create Text Card

    Creates a new Text Card.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    • 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

    Action
    Write

    • 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

    • Reference Number

    Action
    Write
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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
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zoho-notebook logo

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.

Related categories

  • Notes
  • Zoho