Booqable + Zoho Books

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 Customer
Triggers when a new customer is added.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

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

- Customer IDRequired
Action
Search
- Order IDRequired
Action
Search

- OrganizationRequired
Trigger
Instant
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- Status
- OrganizationRequired
Trigger
Instant
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- 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

New Customer
Triggers when a new customer is added.
Trigger
Instant
Try It
Reserved Order
Triggers when an order is reserved.
Trigger
Instant
Try It
Stopped Order
Triggers when an order is stopped.
Trigger
Instant
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- NameRequired
- Email
- Phone
- Discount percentage
Action
Write
- IDRequired
- NameRequired
- Email
- Phone
- Discount percentage
Action
Write
- Customer name or emailRequired
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
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

About Booqable

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

Related categories

CRM (Customer Relationship Management)

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.

Related categories

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

Booqable + Zoho Books

Create new Zoho Books customers from new Booqable customers

Supported triggers and actions

Completed Payment

Finalize Invoice

Started Order

Updated Order

Delete Customer

Find Customer - By ID

Find Order - By ID

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

New Customer

Reserved Order

Stopped Order

Create Customer

Update Customer

Find Customer - By Name or Email

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

About Booqable

Related categories

Similar apps

Zapier Interfaces

About Zoho Books

Related categories

Related Zap Templates

Related Zap Templates