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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 Customer" from Intelligent Billing.

Add your action

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

You’re connected!

Zapier seamlessly connects Intelligent Billing 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 Customer
Triggers when a new customer is created in the Billing System.
Trigger
Polling
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New Product
Triggers when a new product is created in the Billing System.
Trigger
Polling
Try It
- Account Number
  Required
- Parent
- Customer Name
  Required
- VAT ID
  Required
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- Country
  Required
- PostCode
- Rate Scheme
- Currency
- Email
- Invoice Group
  Required
- Invoice Day
- External Ref Name
Action
Write
- Product Code
  Required
- Description
- ProductGroup
  Required
- Period
- Product Type
- Default Buy Price
- Default Sell Price
- Months In Advance
Action
Write
- Account Number
- Telephone Number
- Rate Scheme
- Date
Action
Write

- Account Number
  Required
Action
Search
- ProductCode
  Required
Action
Search

- 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
Search

New Customer Product
Triggers when a new customer product is created in the Billing System
Trigger
Polling
Try It
New Rate
Triggers when a new rate is created in the billing system.
Trigger
Polling
Try It
- Product Code
  Required
- Account Number
  Required
- Telephone
- Effective Date
  Required
- Units
- Show On Invoice
- Apply Rate Override
- Description Override
- Rate Override
- Currency
- Cost Override
Action
Write
- Rate Scheme
  Required
- Destination Area
  Required
- Destination Country
  Required
- Call Type
  Required
- Service Class
  Required
- Time Band
  Required
- Price Per Minute
  Required
- Price Per Call
  Required
- Minimum
  Required
- Markup
  Required
- Effective Date
Action
Write
- Account Number
  Required
- Parent
- Customer Name
- VATID
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- Country
- PostCode
- Rate Scheme
- Currency
- Customer Manager
- Email
- Invoice Day
- Invoice Group
Action
Write
- Account Number
  Required
- Product Code
Action
Search
- Account Number
- Telephone Number
- Rate Scheme
- Date
Action
Search
- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- 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

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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 Intelligent Billing 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

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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 Intelligent Billing 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

About Intelligent Billing

Intelligent Billing delivers fast and accurate global billing

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Related categories

Accounting

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.