Portal.io + Zoho Books
Modify contacts in Portal.io to create customers in Zoho Books
Keep track of changes to your contacts in Portal.io and easily manage your customer details in Zoho Books with this workflow. Every time there is a contact modification in Portal.io, this automation will help in creating a customer in Zoho Books. Eliminate the need for manual data entry, ensuring your records are always updated and organized.
Keep track of changes to your contacts in Portal.io and easily manage your customer details in Zoho Books with this workflow. Every time there is a contact modification in Portal.io, this automation will help in creating a customer in Zoho Books. Eliminate the need for manual data entry, ensuring your records are always updated and organized.
- When this happens...Contact Modification
Triggers when a contact updated.
- automatically do this!Create Customer
Creates a new customer.
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About Portal.io
Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.
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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.