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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Booking" from Epos Now.

Add your action

An action happens after the trigger—such as "Create Customer" in Zoho Books.

You’re connected!

Zapier seamlessly connects Epos Now and Zoho Books, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Booking
Triggers when a booking is created.
Trigger
Instant
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New Customer Rating
Triggers when a customer gives you a new rating.
Trigger
Instant
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New Product
Triggers when a product is created.
Trigger
Instant
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- Title
- Forename
  Required
- Surname
- Business Name
- Date Of Birth
- Contact Number 1
- Contact Number 2
- Email Address
- Customer Type
- Notes
Action
Write
- Date and Time of Transaction
  Required
- eposnow Transaction Class
  Required
- Transaction Name
  Required
- Total Order Value
  Required
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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New Customer
Triggers when a customer is created.
Trigger
Instant
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New Transaction
Triggers when a transaction is made.
Trigger
Polling
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- Booking Item
- Start Date
  Required
- Created Date and Time
- Duration
- Notes
Action
Write
- Name
  Required
- Description
- Category
- Sale Price
- Eat Out Price
- Cost Price
- Barcode
- Tax Rate
- Eat Out Tax Rate
- Cost Price Tax Rate
- Sell On Till
- Sell On Web
Action
Write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- 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
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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Epos Now and Zoho Books to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Epos Now to Zoho Books integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Epos Now + Zoho Books integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Epos Now and Zoho Books

How do I integrate Epos Now with Zoho Books?

You can integrate Epos Now with Zoho Books by using our platform to connect the two applications. Our integration allows you to automate data flow between the platforms, reducing manual entry and errors.

What triggers can be used in the Epos Now and Zoho Books integration?

The integration supports various triggers, such as new order creation in Epos Now or updates to existing customers. These triggers automatically initiate actions in Zoho Books, like creating invoices or updating customer records.

What actions can be automated through this integration?

Actions that can be automated include creating invoices in Zoho Books for every sale made in Epos Now, and updating inventory levels. You can set these actions to occur automatically when certain events are triggered.

Does the integration support data synchronization between Epos Now and Zoho Books?

Yes, our integration ensures that your data stays synchronized across both platforms. For example, customer information updated in Epos Now can reflect automatically in Zoho Books without duplicate entry.

Are there any prerequisites for setting up this integration?

To set up the integration between Epos Now and Zoho Books, both accounts need to be active and you must have admin access to create connections within our platform.

How long does it take to connect Epos Now with Zoho Books?

Typically, setting up the connection is quick and straightforward. It usually takes just a few minutes provided you have all the necessary credentials and permissions ready.

What should I do if I encounter issues during setup?

If you face any difficulties while setting up the integration, our support team is available to help troubleshoot any problems you encounter during configuration or use.

About Epos Now

Grow and manage your business in the cloud with the Epos Now point-of-sale platform. Harness powerful reporting, inventory management and customer loyalty. Easy setup and ongoing support. Access from anywhere on any device.

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