Bookafy + Zoho Books

Add new Zoho Books customers for new Bookafy customers

Record, audit and analyze all your transactions very easily. Use Zoho Books as an accounting software with secure data storage and many more features. This Zapier integration helps you to connect Bookafy with Zoho Books to add new customers on Zoho Books for every new Bookafy customers.

When this happens...
New Customer
Triggers when a new customer is added.
TriggerScheduled
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- Include Blocker Appointments?Required
- Staff User
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added.
Trigger
Scheduled
Try It
- TitleRequired
- DescriptionRequired
- ServiceRequired
- Staff UserRequired
- Appointment Start TimeRequired
- Appointment End TimeRequired
- Is Blocker Appointment?Required
- Customer NameRequired
- Email
- Phone
- Address
- City
- State
- Zip Code
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
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

New Appointment Type
Triggers when a new appointment type is added.
Trigger
Scheduled
Try It
New User
Triggers when a new user is added.
Trigger
Scheduled
Try It
- NameRequired
- EmailRequired
- Phone
- State
- Address
- City
- Zip Code
- Notes
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

Related categories

Scheduling & Booking

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.

Bookafy + Zoho Books

Add new Zoho Books customers for new Bookafy customers

Supported triggers and actions

New Appointment

New Customer

Create Appointment

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

New Appointment Type

New User

Create Customer

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

About Bookafy

Related categories

About Zoho Books

Related categories