Notion + Zoho Books

Create Zoho Books customers from new Notion database items

Effortlessly manage your customers in Zoho Books by connecting it with Notion. With this workflow, every time a new database item is added in Notion, a customer will be created in Zoho Books, streamlining your data entry process and ensuring consistency across platforms. Save time and maintain organized records with this seamless automation.

When this happens...
New Database Item
Triggers when a new item is created in a database.
TriggerScheduled
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- DatabaseRequired
Trigger
Scheduled
Try It
- Page IdRequired
Trigger
Scheduled
Try It
- DatabaseRequired
- Content
- Content Format
Action
Write
- PageRequired
- ContentRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- PageRequired
Action
Search

- TitleRequired
- Exact MatchRequired
Action
Search
- DatabaseRequired
- Content
- Content Format
Action
Search or 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- DatabaseRequired
Trigger
Scheduled
Try It
- PageRequired
- CommentRequired
Action
Write
- Parent PageRequired
- Title
- Content
- Icon
- Cover
Action
Write
- DatabaseRequired
- ItemRequired
- Content
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- Block IdRequired
Action
Search
- DatabaseRequired
Action
Search
- PageRequired
- CommentRequired
Action
Search or write
- 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 Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Learn more

Related categories

Task 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.

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Notion + Zoho Books

Create Zoho Books customers from new Notion database items

Supported triggers and actions

New Database Item

Updated Page

Create Database Item

Add Content to Page

API Request (Beta)

Retrieve Database

Get Page Comments

Find Page (By Title)

Find or Create Database Item

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

Updated Database Item

Add Comment

Create Page

Update Database Item

Retrieve a Page

Retrieve Block Children

Find Database Item

Find or Create Comment

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

About Notion

Related categories

About Zoho Books

Related categories

Related Zap Templates

Related Zap Templates