PayPal + Zoho Books

Create sales invoices in Zoho Books for new successful sales in PayPal

Streamline your sales process with this efficient workflow. When a successful sale is processed in PayPal, a sales invoice is instantly created in Zoho Books. This automation ensures your financial records remain consistent and up-to-date, saving you time on manual data entry and allowing you to focus more on your business.

When this happens...
Successful Sale (Line Items)
Triggers when a payment is completed successfully (with line item support).
TriggerInstant
automatically do this!
Create Sales Invoice
Creates a new sales invoice.
ActionWrite

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Supported triggers and actions

Successful Sale
Triggers when a payment is completed successfully.
Trigger
Instant
Try It
Refunded Sale
Triggers when a payment is refunded.
Trigger
Instant
Try It
- 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

Successful Sale (Line Items)
Triggers when a payment is completed successfully (with line item support).
Trigger
Instant
Try It
All Merchant Transactions
Triggers when a new merchant transacation is created, regardless of status.
Trigger
Instant
Try It
- 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

About PayPal

PayPal is a fast, safe way to send money, make an online payment, receive money or set up a merchant account. With over 150 million active registered accounts, PayPal helps people and businesses receive and make payments in more than 100 currencies in 203 markets.

Learn more

Related categories

Payment Processing

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.

PayPal + Zoho Books

Create sales invoices in Zoho Books for new successful sales in PayPal

Supported triggers and actions

Successful Sale

Refunded Sale

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

Successful Sale (Line Items)

All Merchant Transactions

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

About PayPal

Related categories

About Zoho Books

Related categories