UpKeep + Zoho Books + Filter by Zapier

Create sales invoice in Zoho Books from new closed work orders in UpKeep

Streamline your payments with maintenance. Embrace the modern age of procurement. With this automation, sales invoices are automatically created in Zoho Books from closed work orders in UpKeep.

When this happens...
Work Order Status Change
Triggers when a status changes on a work order.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create Sales Invoice
Creates a new sales invoice.
ActionWrite

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Supported triggers and actions

New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
Try It
New Work Order
Triggers when a new work order is created.
Trigger
Instant
Try It
Request Approved
Triggers when a request is approved.
Trigger
Instant
Try It
Work Order Category Change
Triggers when category changes on a work order.
Trigger
Instant
Try It
- TitleRequired
- Detailed Description
- User Assigned
- Location Assigned
- Asset Assigned
Action
Write

- IdRequired
- Status
Action
Write
- Asset NameRequired
Action
Search

- Part NameRequired
Action
Search
- Vendor NameRequired
Action
Search
- 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

New Request
Triggers when a new request is created.
Trigger
Instant
Try It
Purchase Order Status Change
Triggers when a status changes on a purchase order.
Trigger
Instant
Try It
Work Order Status Change
Triggers when a status changes on a work order.
Trigger
Instant
Try It
- TitleRequired
- Category
- Due Date
- Vendor
- Description
- Part ID
- Part Quantity
- Tax
- Shipping Cost
- Other Cost
- Company Name
- Company Slogan
- Company Street
- Company Zipcode
- Company City
- Company State
- Company Phone
- Company Fax
- Shipping Name
- Shipping Company
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zipcode
- Shipping Phone
- Shipping Fax
- Purchase Order Date
- Requisitioner
- Shipping Method
- F.O.B. Shipping Point
- Terms
- Notes
Action
Write
- Detailed Description
- TitleRequired
- User Assigned
- Location Assigned
- Asset Assigned
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Location NameRequired
Action
Search
- Email IdRequired
Action
Search
- Only continue if...Required
Action
Filter
- 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 UpKeep

UpKeep is a maintenance management application for facility management teams. Create work orders, prioritize requests, and collaborate with your team.

Learn more

Related categories

Project 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.

Related categories

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more

UpKeep + Zoho Books + Filter by Zapier

Create sales invoice in Zoho Books from new closed work orders in UpKeep

Supported triggers and actions

New Purchase Order

New Work Order

Request Approved

Work Order Category Change

Create Request

Update Purchase Order

Find Asset

Find Part

Find Vendor

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

New Request

Purchase Order Status Change

Work Order Status Change

Create Purchase Order

Create Work Order

API Request (Beta)

Find Location

Find User

Only continue if...

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

About UpKeep

Related categories

About Zoho Books

Related categories

About Filter by Zapier

Related categories