Zoho Books + Zoho Inventory

Create sales invoices in Zoho Books for new invoices in Zoho Inventory

This workflow springs into action with every new invoice created in Zoho Inventory, initiating the creation of a sales invoice in Zoho Books. Making life easier, this streamlined processing ensures you aren't duplicating efforts and keeps your books consistent. Ideal for businesses aiming to maintain accurate and up-to-date financial information.

When this happens...
New Invoice
Triggers when a new invoice is created.
TriggerInstant
automatically do this!
Create Sales Invoice
Creates a new sales invoice.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Contact NameRequired
- Company Name
- Contact Type
- Salutation
- First Name
- Last Name
- Mobile
- Phone
- Email
- Website
- Billing Attention
- Billing Address Street 1
- Billing Address Street 2
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Billing Fax
- Billing Phone
- Shipping Attention
- Shipping Address Street 1
- Shipping Address Street 2
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Shipping Fax
- Shipping Phone
- Notes
Action
Write
- OrganizationRequired
- Item NameRequired
- SkuRequired
- UnitRequired
- Item Type
- Product Type
- RateRequired
- Purchase RateRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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

- Organization
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
- Customer NameRequired
- Contact EmailRequired
- Invoice Number
- Order Number
- Invoice Date
- Due Date
- Payment Terms
- Tax Type
- Discount Type
- Item NameRequired
- QuantityRequired
- RateRequired
- Description
- Tax Rate
- Discount
- Entity Discount
- Shipping Charge
- Customer Notes
- Terms and Conditions
Action
Write
- Organization
- Customer NameRequired
- Contact EmailRequired
- Sales order Number
- Reference Number
- Sales order Date
- Delivery Method
- Expected Shipment Date
- Payment terms
- Tax Type
- Discount Type
- Item NameRequired
- QuantityRequired
- RateRequired
- Description
- Tax Rate
- Discount
- warehouse
- Entity Discount
- Shipping Charges
- Order StatusRequired
- Customer Notes
- Terms and Conditions
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

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

About Zoho Inventory

Zoho Inventory is inventory management software for growing businesses to increase the sales and keep track of every unit with powerful stock management, order fulfillment, and inventory control.

Zoho Books + Zoho Inventory

Create sales invoices in Zoho Books for new invoices in Zoho Inventory

Supported triggers and actions

New Contact

New Item

Create Contact

Create Item

API Request (Beta)

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

New Invoice

New Salesorder

Create Invoice

Create Salesorder

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

About Zoho Books

Related categories

About Zoho Inventory

Related categories

Related Zap Templates

Related Zap Templates