Zoho Invoice + Zoho Sheet
Create worksheets in Zoho Sheet for new contacts in Zoho Invoice
Manage your contacts and spreadsheets effortlessly with this workflow. When a new contact is added in Zoho Invoice, it instantly generates a new worksheet in Zoho Sheet, simplifying data management. This can streamline your process and help you stay organized without the need for manual data entry.
Manage your contacts and spreadsheets effortlessly with this workflow. When a new contact is added in Zoho Invoice, it instantly generates a new worksheet in Zoho Sheet, simplifying data management. This can streamline your process and help you stay organized without the need for manual data entry.
- When this happens...
New ContactTriggers when new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create WorksheetTriggers when a new worksheet is created in a specified workbook.
ActionWriteCreate a new record or update an existing record in your app.
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Organization
ContactRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganization
ContactRequired
Salutation
First Name
Last Name
Email
Phone
Mobile
Skype
Designation
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Credit Note Number
Customer NameRequired
Reason
Credit Note DateRequired
NameRequired
RateRequired
QuantityRequired
Discount
Description
Discount Type
Discount
Exchange Rate
Notes
Terms
Shipping Charge
Invoice Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Estimate Number
Customer NameRequired
Estimate Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Discount Type
Discount
Exchange Rate
Estimate Notes
Estimate Terms
Shipping Charge
Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Item NameRequired
RateRequired
Item Description
SKU
Unit
Is Taxable
Tax Exemption
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
Contact Name
Contact Type
Company Name
Website
Payment Terms
Notes
Language
Billing Address
Billing Address Street
Billing Address City
Billing Address State
Billing Address ZIP
Billing Address Country
Billing Address Fax
Billing Address Phone
Shipping Address
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address ZIP
Shipping Country
Shipping Address Fax
Shipping Address Phone
Contact Person Phone Number
Salutation
First Name
Last Name
EmailID
Mobile
Phone
Primary Contact
Currency
GST Treatment
GSTIN or UIN
Place of Contact
Tax Preference
Vat Treatment
TRN Number
Tax Treatment
Tax Exempt Code
Tax Authority Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Invoice Number
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Team
Team FolderRequired
Folder
WorkbookRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup OperatorRequired
Lookup DataRequired
Additional Lookup Column
Additional Lookup Operator
Additional Lookup Data
First Match Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkbookRequired
WorksheetRequired
Row IndexRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Row IndexRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup OperatorRequired
Lookup DataRequired
Additional Lookup Column
Additional Lookup Operator
Additional Lookup Data
First Match Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Row IndexRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup OperatorRequired
Lookup DataRequired
Additional Lookup Column
Additional Lookup Operator
Additional Lookup Data
Search From End
ActionThis is an event a Zap performs.SearchFind existing data in your app
OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Customer NameRequired
Invoice NumberRequired
Payment ModeRequired
AmountRequired
Description
Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Contact Type
Company Name
Website
Payment Terms
Notes
Language
Billing Address
Billing Address Street
Billing Address City
Billing Address State
Billing Address ZIP
Billing Address Country
Billing Address Fax
Billing Address Phone
Shipping Address
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address ZIP
Shipping Country
Shipping Address Fax
Shipping Address Phone
Salutation
First Name
Last Name
EmailID
Mobile
Phone
Primary Contact
Currency
GST Treatment
GSTIN or UIN
Place of Contact
Tax Preference
Vat Treatment
TRN Number
Tax Treatment
Tax Exempt Code
Tax Authority Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer Name
Customer ID
Invoice Number
Invoice Date
Due Date
Order Number
Payment Terms
Line Item NameRequired
Line Item RateRequired
Line Item QuantityRequired
Line Item Description
Line Item Discount
Tax Rate
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Payment Gateway
Paypal Payment Method
Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Retainer Invoice Number
Customer NameRequired
Retainer Invoice DateRequired
DescriptionRequired
RateRequired
Retainer Invoice Notes
Retainer Invoice Terms
Send Retainer Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer NameRequired
Invoice NumberRequired
Invoice Date
Due Date
Order Number
Payment Terms
Line Item NameRequired
Line Item RateRequired
Line Item QuantityRequired
Line Item Description
Line Item Discount
Tax Rate
HSN or SAC
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
ReasonRequired
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Workbook
Triggers when a new workbook is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkbookRequired
WorksheetRequired
ColumnRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
ColumnRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkbookRequired
WorksheetRequired
Row IndexRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkbookRequired
Worksheet Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup OperatorRequired
Lookup DataRequired
Additional Lookup Column
Additional Lookup Operator
Additional Lookup Data
First Match Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
Worksheet Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup OperatorRequired
Lookup DataRequired
Additional Lookup Column
Additional Lookup Operator
Additional Lookup Data
First Match Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Team FolderRequired
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup OperatorRequired
Lookup DataRequired
Additional Lookup Column
Additional Lookup Operator
Additional Lookup Data
Search From End
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Zoho Invoice
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