monday.com + Zoho Books
Create new items in monday.com for new customers in Zoho Books
Obtain efficient workflow management and enhance team productivity with this Zoho Books to monday.com integration. The moment a new customer is added on Zoho Books, an item will be created on monday.com. This automation enables seamless customer tracking and ensures all client details are conveniently housed for easy access on your project management tool. Boost your client management efforts and save valuable time with this handy solution.
Obtain efficient workflow management and enhance team productivity with this Zoho Books to monday.com integration. The moment a new customer is added on Zoho Books, an item will be created on monday.com. This automation enables seamless customer tracking and ensures all client details are conveniently housed for easy access on your project management tool. Boost your client management efforts and save valuable time with this handy solution.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Item
Create a new Item in a board
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OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
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
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
