Contractor+ + Zoho Books

Create new Zoho Books customers from new clients in Contractor+

Streamline your client onboarding process with this workflow that connects Contractor+ to Zoho Books. Every time a new client is added in Contractor+, it instantly results in creating a new customer in Zoho Books. This automation ensures a well-organized accounting system and saves valuable time that would otherwise be spent on repetitive tasks. Make your business operations smoother by using this efficient and intuitive process.

When this happens...
New Client
Triggers when a new client is added.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

New Client
Triggers when a new client is added.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is added.
Trigger
Instant
Try It
New Work Order
Triggers when a new work order is added.
Trigger
Instant
Try It
- Expense TitleRequired
- Expense Category IdRequired
- Expense DateRequired
- Expense AmountRequired
- Description
- Reimburse Id
- Payment Mode Id
- Reference No
- Job Or Client
- Is Tax Included
- Tax Id
Action
Write
- Client IdRequired
- Property StreetRequired
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Property CountryRequired
- Property State IdRequired
- Property CityRequired
- Property Street 2
- Property ZipRequired
- Lockbox Code
- Gate Code
Action
Write

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It

- OrganizationRequired
Trigger
Instant
Try It
- 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

New Expense
Triggers when a new expense is added.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is added.
Trigger
Instant
Try It
- Salutation
- FirstnameRequired
- Lastname
- Company
- Client Type
- Leadid
- Website
- Is Client Tax Exempt
- Tax Exemption Number
- Billing Street
- Billing Street 2
- Billing Country
- Billing State Id
- Billing City
- Billing Zip
- Pa Same As Ba
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Property Tenant Name
- Property Street
- Property Street 2
- Property Country
- Property State Id
- Property City
- Property Zip
- Gate Code
- Lockbox Code
- Pcode
- Pvalue
- Ptype
- Pis Primary
- Evalue
- Etype
- Eis Primary
Action
Write
- Salutation
- First NameRequired
- Last Name
- Title
- Description
- Source
- Company
- Website
- Address
- Address 2
- Country
- State
- City
- Zip
- Tags
- Assigned
- Is Public
- Pvalue
- Pis Primary
- Pcode
- Evalue
- Eis Primary
Action
Write
- Title
- Work Order DateRequired
- Client IdRequired
- Property IdRequired
- Client Note
- Admin Note
- Terms Condition
- Schedule Date
- Schedule Type
- Is Any Time
- Start Time
- End Time
- Il Item Id
- Il Title
- Il Description
- Il Quantity
Action
Write
- OrganizationRequired
Trigger
Instant
Try It
- Status
- OrganizationRequired
Trigger
Instant
Try It
- 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 Contractor+

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

Related categories

Scheduling & Booking

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.

Contractor+ + Zoho Books

Create new Zoho Books customers from new clients in Contractor+

Supported triggers and actions

New Client

New Invoice

New Work Order

Create Expense

Create Property

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

New Expense

New Lead

Create Client

Create Lead

Create Work Order

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

About Contractor+

Related categories

About Zoho Books

Related categories

Related Zap Templates

Related Zap Templates