WordPress + Zoho Books

Create new Zoho Books customers from new WordPress users

Streamline your onboarding process with this workflow. When a new user registers on your WordPress site, it instantly creates a customer profile in Zoho Books. This automation saves you precious time and keeps your client information consistent across platforms. Increase efficiency and ensure your new users have a seamless transition into your system.

When this happens...
New User
Triggers when a new user is created.
TriggerPolling
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- Status
Trigger
Polling
Try It
- Post Status
- Post Type
Trigger
Polling
Try It
Updated User
Triggers when a user is updated.
Trigger
Instant
Try It
- FileRequired
- Post
- Filename
- Title
- Author
- Caption
- Description
- Alt Text
- Comment Status
- Ping Status
Action
Write
- Post TypeRequired
Action
Write

- User IDRequired
- Email
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
- Meta
Action
Write
- TitleRequired
Action
Search

- Copy Search Keyword
- Search KeywordRequired
- EmailRequired
- UsernameRequired
- PasswordRequired
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
Action
Search or 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

New Media
Triggers when a new media is uploaded.
Trigger
Polling
Try It
- Post Types
- Post Statuses
- Trigger only when state changes?
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Post TypeRequired
Action
Write
- EmailRequired
- UsernameRequired
- PasswordRequired
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy Search Keyword
- Search KeywordRequired
Action
Search
- 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

About WordPress

WordPress is web software you can use to create a beautiful website or blog. Nearly 20% of the top 10 million websites and over 60 million people have chosen WordPress to power the place on the web they call "home".

Related categories

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

WordPress + Zoho Books

Create new Zoho Books customers from new WordPress users

Supported triggers and actions

New Comment

New Post

Updated User

Upload Media

Update Post

Update User

Find Post

Find or Create User

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

New Media

Updated Post

New User

Create Post

Create User

API Request (Beta)

Find User

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

About WordPress

Related categories

Similar apps

Zapier Interfaces

About Zoho Books

Related categories

Related Zap Templates

Related Zap Templates