Smartsheet + Zoho Books

Create Zoho Books sales invoices from new Smartsheet rows

Effortlessly manage your sales invoices by connecting Smartsheet to Zoho Books with this streamlined workflow. When a new row is added in Smartsheet, a sales invoice will be created in Zoho Books, ensuring that your financial records stay up to date and organized. Save time and improve accuracy with this seamless automation.

Effortlessly manage your sales invoices by connecting Smartsheet to Zoho Books with this streamlined workflow. When a new row is added in Smartsheet, a sales invoice will be created in Zoho Books, ensuring that your financial records stay up to date and organized. Save time and improve accuracy with this seamless automation.

  1. When this happens...
    SmartsheetSmartsheet
    New Row

    Triggers when a new row is added.

    TriggerScheduled
  2. automatically do this!
    Zoho BooksZoho Books
    Create Sales Invoice

    Creates a new sales invoice.

    ActionWrite
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Supported triggers and actions

    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Workspace NameRequired

    Action
    Write
    • Choose a SheetRequired

    • RowRequired

    • TitleRequired

    • CommentRequired

    Action
    Write
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • SheetRequired

    • RowRequired

    • File AttachmentRequired

    Action
    Write
    • Choose a SheetRequired

    • Add Row to Top or Bottom

    Action
    Write
smartsheet logo
smartsheet logo

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Related categories

  • Spreadsheets

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zoho-books logo

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