Create new Zoho Books customers from newly created ZenMaid bookings
When a new booking is made in ZenMaid, this handy automation workflow ensures that a customer profile is instantly created in Zoho Books. It simplifies your business process, removing the manual task of transferring customer information, and ensures your bookkeeping records remain updated in real time. Perfect for small to medium-sized businesses looking for an efficient way to manage their appointments and financials simultaneously.
When a new booking is made in ZenMaid, this handy automation workflow ensures that a customer profile is instantly created in Zoho Books. It simplifies your business process, removing the manual task of transferring customer information, and ensures your bookkeeping records remain updated in real time. Perfect for small to medium-sized businesses looking for an efficient way to manage their appointments and financials simultaneously.
- When this happens...Booking Created
Triggers when a new ZenMaid booking is created.
- automatically do this!Create Customer
Creates a new customer.
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Appointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
Try ItContact Created
Triggers when a ZenMaid contact (lead or customer) is created.
Try ItInvoice Created
Triggers when a new ZenMaid invoice is created.
Try ItOne-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
Try It