Loyverse + Zoho Books

Create or update Loyverse customers when new customers are added in Zoho Books

Ensure your customer information is consistent across your platforms with this workflow. When you add a new customer in Zoho Books, it initiates the process of creating or updating that customer's details in Loyverse. This automation ensures accurate and uniform data across both platforms, saving you time on manual data entry and enhancing customer management.

Ensure your customer information is consistent across your platforms with this workflow. When you add a new customer in Zoho Books, it initiates the process of creating or updating that customer's details in Loyverse. This automation ensures accurate and uniform data across both platforms, saving you time on manual data entry and enhancing customer management.

  1. When this happens...
    Zoho BooksZoho Books
    New Customer

    Triggers when a new customer is created.

    TriggerInstant
  2. automatically do this!
    LoyverseLoyverse
    Create or Update Single Customer

    Creates or Updates a Single Customer.

    ActionWrite
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Supported triggers and actions

    • 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
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About Loyverse

Free Point of Sale and Inventory Management Software. Turn your smartphone or tablet into a powerful POS. Manage sales, inventory and employees with ease.
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Related categories

  • Sales & CRM
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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.

Related categories

  • Accounting
  • Zoho