NetSuite + Zoho Books

Create new Zoho Books customers from new NetSuite records

Ever have a new record in NetSuite and need it to create a customer in Zoho Books? This workflow aids in seamlessly shifting that data, saving you time. Through this automation, whenever a fresh entry appears in NetSuite, a new customer is instantly created in Zoho Books. Make your bookkeeping tasks simpler by letting your apps work together effortlessly.

When this happens...
New Record
Triggers when a new record is created. Supports standard and custom records.
TriggerScheduled
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- Record TypeRequired
Trigger
Scheduled
Try It
- Record TypeRequired
Trigger
Scheduled
Try It
- Record TypeRequired
- IDRequired
Action
Write
- QueryRequired
- Limit
- Offset
Action
Write
- Record TypeRequired
- IDRequired
Action
Write

- External IDRequired
- Record TypeRequired
Action
Write
- Record TypeRequired
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search

- Record TypeRequired
Action
Search
- 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

- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Trigger
Scheduled
Try It
- Record TypeRequired
- RecordRequired
- File to attachRequired
Action
Write
- Record TypeRequired
- RecordRequired
- File to attachRequired
Action
Write
- Record TypeRequired
Action
Write
- FolderRequired
- FileRequired
- NameRequired
- File TypeRequired
- Description
- Is Online
- Is Private
Action
Write
- Search byRequired
Action
Search
- Record TypeRequired
- Limit Number of Results
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
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 NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more

Related categories

CRM (Customer Relationship Management)

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

Create sales invoices in Zoho Books for new records in NetSuite

Create sales invoices in Zoho Books for new records in NetSuite

NetSuite + Zoho Books

Create new Zoho Books customers from new NetSuite records

Supported triggers and actions

New Record

New Or Updated Record

Delete Record

Run SuiteQL Query

Update Record

Create or Update Record

Find Record

Get Record Type (Object) Schema

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

New Record (Saved Search)

Attach Existing File to Record

Detach File from Record

Create Record

Upload File to File Cabinet

Find File In File Cabinet

Find Records (with line-item support)

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

About NetSuite

Related categories

About Zoho Books

Related categories

Related Zap Templates

Related Zap Templates