Zoho Books + Zoho Mail

Send an email in Zoho Mail for every new sales invoice in Zoho Books

Save time and optimize your workflows with this automation that links Zoho Books and Zoho Mail. When a new sales invoice is generated in Zoho Books, an email is promptly sent via Zoho Mail. This smooth process gives you immediate updates, ensuring no valuable time is wasted on manual tracking and communicating.

When this happens...
New Sales Invoice
Triggers when a new sales invoice is created.
TriggerInstant
automatically do this!
Send Email
Create and send a new email message.
ActionWrite

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Supported triggers and actions

- 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
- Group Result
- Account Details
- Search ValueRequired
Trigger
Scheduled
Try It

- Account Details
- ToRequired
- Cc
- BCC
- FromRequired
- SubjectRequired
- Body Type
- BodyRequired
Action
Write
- Account Details
- Tag NameRequired
- Tag Color
Action
Write
- ToRequired
- Cc
- BCC
- FromRequired
- SubjectRequired
- Body Type
- BodyRequired
- Attachments
Action
Write

- 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
- Folder Name
- Group Result
- Account Details
Trigger
Scheduled
Try It
- Tag NameRequired
- Group Result
- Account Details
Trigger
Scheduled
Try It
- Account Details
- Folder NameRequired
- Parent Folder
Action
Write
- Task TitleRequired
- Task Description
- Due Date
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

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 Zoho Mail

Zoho Mail is a collaborative business communication platform for the modern workforce. It is a blend of classic email and the modern collaboration tools using comments, likes and sharing.

Learn more

Zoho Books + Zoho Mail

Send an email in Zoho Mail for every new sales invoice in Zoho Books

Supported triggers and actions

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

New Email Matching Search

Create Draft

Create Tag

Send Email

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

New Email

New Tagged Email

Create Folder

Create New Task

API Request (Beta)

About Zoho Books

Related categories

About Zoho Mail

Related categories

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