Gmail + Zapier Chrome extension + Zoho Books
Send existing Zoho Books invoices in Gmail messages via a Google Chrome extension
When you need to quickly look up an invoice and get the details to a stakeholder, you don't need to waste time by doing it manually. Use this Zap to automatically find existing invoices in Zoho Books. All you need to do is type in the invoice number to Zapier's Google Chrome extension and Zapier will send you (or someone else) a Gmail message with all the details from the invoice.
When you need to quickly look up an invoice and get the details to a stakeholder, you don't need to waste time by doing it manually. Use this Zap to automatically find existing invoices in Zoho Books. All you need to do is type in the invoice number to Zapier's Google Chrome extension and Zapier will send you (or someone else) a Gmail message with all the details from the invoice.
- When this happens...New Push
When you trigger this Zap from the Zapier Chrome extension, by default it will include the website’s title, URL, timestamp, and who triggered the Zap. You can add additional Input Fields if you’d like to include more information.
- automatically do this...Find Invoice
Finds an existing Invoice.
- then do this!Send Email
Triggers when a new email appears in the specified mailbox.
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Instructions
Input Fields (Optional)
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try It
Message TitleRequired
Message DetailsRequired
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
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
