Booqable + Zoho Books

Booqable + Zoho Books integrations

Create new Zoho Books customers from new Booqable customers

Easily streamline your customer management process with this workflow between Booqable and Zoho Books. Each time a new customer is added in Booqable, a corresponding customer profile is swiftly created in Zoho Books. This automation improves data consistency, saving you valuable time and eliminating the need to manually transfer information between the two platforms.

When this happens...
New CustomerTriggers when a new customer is added.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Booqable and Zoho Books

Discover other triggers and actions you can use with Booqable and Zoho Books

Completed Payment
Triggers when a payment is completed.
Trigger
Instant
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Finalize Invoice
Triggers when an invoice is finalized.
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Instant
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Started Order
Triggers when an order is started.
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Instant
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Updated Order
Triggers when an order is updated.
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Instant
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- ID
  Required
Action
Write

- Customer ID
  Required
Action
Search
- Order ID
  Required
Action
Search

- Organization
  Required
Trigger
Instant
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- Status
- Organization
  Required
Trigger
Instant
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- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- 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
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item Name
  Required
- Description
- Quantity
  Required
- Rate
  Required
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New Customer
Triggers when a new customer is added.
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Instant
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Reserved Order
Triggers when an order is reserved.
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Instant
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Stopped Order
Triggers when an order is stopped.
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Instant
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- Name
  Required
- Email
- Phone
- Discount percentage
Action
Write
- ID
  Required
- Name
  Required
- Email
- Phone
- Discount percentage
Action
Write
- Customer name or email
  Required
Action
Search
- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization Name
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Item Name
  Required
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- Organization
  Required
- Invoice Number
  Required
Action
Search

About Booqable

Booqable is cloud-based rental software to manage your business and accept online bookings.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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.

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Related categories

Accounting

Zoho

Related Zap Templates

Generate sales invoices in Zoho Books for new reserved orders in Booqable

Finalize new invoices in Booqable to create sales invoices in Zoho Books