Zoho Books + Zoho Sheet

Create new customers in Zoho Books from new rows in Zoho Sheet

Manage your customer data more seamlessly with this automation. When new information is added to a row in your Zoho Sheet, it creates a new customer profile in Zoho Books. This efficient workflow saves you time by eliminating manual data transfer and helps maintain a consistent and accurate customer database in Zoho Books.

Manage your customer data more seamlessly with this automation. When new information is added to a row in your Zoho Sheet, it creates a new customer profile in Zoho Books. This efficient workflow saves you time by eliminating manual data transfer and helps maintain a consistent and accurate customer database in Zoho Books.

  1. When this happens...
    Zoho SheetZoho Sheet
    New Row

    Triggers when a new row is created in a specified worksheet.

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

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

  • Zoho Sheet triggers, actions, and search

    New Workbook

    Triggers when a new workbook is created.

    Trigger
    Instant
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    • WorkbookRequired

    • WorksheetRequired

    • ColumnRequired

    Trigger
    Instant
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    • Team

    • Team FolderRequired

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Trigger
    Instant
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    • Team

    • Team FolderRequired

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • ColumnRequired

    Trigger
    Instant
    Try It
zoho-books logo
zoho-books logo

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
zoho-sheet logo
zoho-sheet logo

About Zoho Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.
Learn more

Related categories

  • Spreadsheets
  • Zoho