Create new Zoho Books customers from new Limo Anywhere accounts
Streamline your limousine service business operations by linking Limo Anywhere with Zoho Books. With this workflow, each time a new account is created in your Limo Anywhere app, it will generate a corresponding customer profile in Zoho Books. It simplifies your bookkeeping tasks, ensuring customer details are consistently recorded across both platforms. Save time and reduce data entry errors with this seamless integration.
Streamline your limousine service business operations by linking Limo Anywhere with Zoho Books. With this workflow, each time a new account is created in your Limo Anywhere app, it will generate a corresponding customer profile in Zoho Books. It simplifies your bookkeeping tasks, ensuring customer details are consistently recorded across both platforms. Save time and reduce data entry errors with this seamless integration.
- When this happens...New Account
Triggers when a new customer account is created.
- automatically do this!Create Customer
Creates a new customer.
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New Account
Triggers when a new customer account is created.
Try ItNew Paid Bill
Triggers when a paid bill is created. Works for Affiliate and Agent bills.
Try ItNew Payment
Triggers when a new payment is recorded.
Try ItNew Reservation
Triggers when a new reservation is created.
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New Finalized Invoice
Triggers when an invoice is marked as 'FINALIZED'.
Try ItNew Driver Pay Log
Triggers when a new driver pay log is created.
Try ItNew Quote Request
Triggers when a new quote request is created.
Try ItNew Paid Reservation
Triggers when the payment status of a trip is set to 'PAID'. Works for reservations that are not on an invoice and are not set to be invoiced/direct billed.
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