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NiceJob + Zoho Books

Enroll contacts in NiceJob when new sales invoices are created in Zoho Books

Save time and reduce manual effort each time a new sales invoice is created in Zoho Books. This workflow automatically enlists the contact in NiceJob, helping you to keep your customer engagement seamless and efficient. It's perfect for businesses looking to streamline their operations and ensure customer information is consistently updated across platforms.

Save time and reduce manual effort each time a new sales invoice is created in Zoho Books. This workflow automatically enlists the contact in NiceJob, helping you to keep your customer engagement seamless and efficient. It's perfect for businesses looking to streamline their operations and ensure customer information is consistently updated across platforms.

  1. When this happens...
    Zoho BooksZoho Books
    New Sales Invoice

    Triggers when a new sales invoice is created.

    TriggerInstant
  2. automatically do this!
    NiceJobNiceJob
    Enroll Contact

    Enrolls a contact into a NiceJob campaign, defaulting to the Get Reviews campaign.

    ActionWrite
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Supported triggers and actions

    • 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

    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
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About NiceJob

NiceJob is a platform that helps you get more customer reviews and build a great reputation online.
Learn more

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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

  • Accounting
  • Zoho