DocumentPro + Zoho Books

Create Zoho Books customers from new DocumentPro invoices

Every time a new invoice is processed by DocumentPro, a corresponding customer record will be created in Zoho Books.

Every time a new invoice is processed by DocumentPro, a corresponding customer record will be created in Zoho Books.

  1. When this happens...
    DocumentProDocumentPro
    New Document

    Triggers when a document is uploaded.

    TriggerInstant
  2. automatically do this!
    Zoho BooksZoho Books
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

    • ParserRequired

    • FileRequired

    • FilenameRequired

    Action
    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
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About DocumentPro

DocumentPro is an accurate and customizable document data capture platform powered by LLMs

Related categories

  • AI Tools
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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