Class Manager + Zoho Books

Create new Zoho Books customers from new customers in Class Manager

Connect your Class Manager and Zoho Books efficiently with this automation. Every time a new customer is added in Class Manager, this workflow creates a corresponding customer profile in Zoho Books. This not only streamlines your customer management but also saves precious time by eliminating manual data entry.

When this happens...
Customer Created
Triggers when there's a new customer.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

Payg Booked
Triggers when Pay as you go is booked.
Trigger
Instant
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Customer Created
Triggers when there's a new customer.
Trigger
Instant
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Leads Created
Trigger event when leads lesson is created
Trigger
Instant
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Payment Created
Triggers when customer makes payment.
Trigger
Instant
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Customer Deleting
Triggers when customer is deleting.
Trigger
Instant
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Order Deleting
Triggers when order is deleting.
Trigger
Instant
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Student Deleting
Triggers when student is deleting.
Trigger
Instant
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Invoice Updated
Triggers when invoice is updated.
Trigger
Instant
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Student Updated
Triggers when student is updated.
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

Trial Lesson Booked
Triggers when trial lesson is booked.
Trigger
Instant
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Invoice Created
Triggers when invoice is created.
Trigger
Instant
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Order Created
Triggers when order is created.
Trigger
Instant
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Student Created
Triggers when there's a new student.
Trigger
Instant
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Invoice Deleting
Triggers when invoice is deleting.
Trigger
Instant
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Payment Deleting
Triggers when payment is deleting.
Trigger
Instant
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Customer Updated
Triggers when customer is updated.
Trigger
Instant
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Order Updated
Triggers when order is updated.
Trigger
Instant
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Trial Lesson Updated
Triggers when trial lesson is updated.
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Status
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- 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
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item NameRequired
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Class Manager

Manage your class based business with ease. All your data, marketing and finances in one place

Related categories

CRM (Customer Relationship Management)

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.

Class Manager + Zoho Books

Create new Zoho Books customers from new customers in Class Manager

Supported triggers and actions

Payg Booked

Customer Created

Leads Created

Payment Created

Customer Deleting

Order Deleting

Student Deleting

Invoice Updated

Student Updated

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

Trial Lesson Booked

Invoice Created

Order Created

Student Created

Invoice Deleting

Payment Deleting

Customer Updated

Order Updated

Trial Lesson Updated

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

About Class Manager

Related categories

About Zoho Books

Related categories