Salesforce + Zoho Books
Create Salesforce records for new sales invoices in Zoho Books
Easily manage your sales invoices and account records with this efficient workflow. With this automation setup, each time a new sales invoice is recorded in Zoho Books, the corresponding record is promptly created in Salesforce. This means you can focus more on the important tasks and less on manual data entry, thus ensuring your customer data in Salesforce is always up-to-date and accurate.
Easily manage your sales invoices and account records with this efficient workflow. With this automation setup, each time a new sales invoice is recorded in Zoho Books, the corresponding record is promptly created in Salesforce. This means you can focus more on the important tasks and less on manual data entry, thus ensuring your customer data in Salesforce is always up-to-date and accurate.
- When this happens...New Sales Invoice
Triggers when a new sales invoice is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
