Zoho Bookings + Zoho Books

Create Zoho Books customers from new Zoho Bookings appointments

Stay organized and save time by seamlessly managing your appointments and customer data with this Zoho Bookings and Zoho Books workflow. When a new appointment is booked in Zoho Bookings, this automation will create a customer in Zoho Books, ensuring your customer information is always up-to-date and easily accessible. Say goodbye to manual data entry and focus on delivering exceptional services to your clients.

When this happens...
Appointment Booked
Triggers when a new appointment is booked.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

Appointment Canceled
Triggers when an appointment is canceled.
Trigger
Instant
Try It
Appointment Rescheduled
Triggers when an appointment is rescheduled.
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

Appointment Booked
Triggers when a new appointment is booked.
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

About Zoho Bookings

Zoho Bookings is an appointment scheduler that lets you find the perfect time with your customers. Book quality meetings and increase sales.

Related categories

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

Related Zap Templates

Create sales invoices in Zoho Books for new appointments booked in Zoho Bookings

Create estimates in Zoho Books for new appointments booked in Zoho Bookings

Zoho Bookings + Zoho Books

Create Zoho Books customers from new Zoho Bookings appointments

Supported triggers and actions

Appointment Canceled

Appointment Rescheduled

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

Appointment Booked

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

About Zoho Bookings

Related categories

About Zoho Books

Related categories

Related Zap Templates

Related Zap Templates