Zoho Books + Zoho Recruit

Update Zoho Books customers instantly when Zoho Recruit records are updated

Stay on top of your client management with this streamlined workflow. When an update is made to a record in Zoho Recruit, the matching entry in Zoho Books is also revised. This efficient automation helps ensure your customer information remains current across both platforms, reducing the need for manual data entry while maintaining accurate financial documentation.

When this happens...
Updated Record
Triggers when existing record is updated in a specified module.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- ModuleRequired
- Custom viewRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- LayoutRequired
- Trigger
- Record IDRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It

- OrganizationRequired
Trigger
Instant
Try It
- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Record IDRequired
- StatusRequired
- Comments
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write
- 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
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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.

Related categories

About Zoho Recruit

The all-in-one applicant tracking system for the modern recruiter. Share your job openings with the world! Publish job openings to your company's website and the most popular job boards to increase exposure and start sourcing top talent.

Learn more

Zoho Books + Zoho Recruit

Update Zoho Books customers instantly when Zoho Recruit records are updated

Supported triggers and actions

New or Updated Record in View

Updated Record

Update Record

Create/Update Record

Search Record

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

New Record

Create Record

Update Record Status

API Request (Beta)

Create Record

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

About Zoho Books

Related categories

About Zoho Recruit

Related categories