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Integrate your app with Zoho Books via Zapier
Integrate your app with Zoho Books via Zapier

Automate invoices synchronization from your app to Zoho Books

Updated over a month ago

Synchronize invoices from your app with Zoho Books via Zapier to automate revenue accounting management.

Zoho Books and Zapier are distinct companies not affiliated with us. For any inquiries regarding Zoho Books or Zapier's solutions, services, or pricing, please reach out to HubSpot or Zapier directly. We do not have the authority to provide information or support on behalf of HubSpot or Zapier.

Prerequisites:

  1. Have your Spacebring account activated.

  2. Create your Zoho Books account and set up your organization profile.

  3. Be sure that all invoices are created correctly with the appropriate prices and all other data.

  4. Be sure that you have invoices created in the location before trying to synchronize them to Zoho Books.

Configure Zapier trigger

  1. Log in to Zapier and press "Create Zap."

  2. On the "Trigger" step, select Spacebring among other apps > choose the "New Issued Invoice" event > press "Continue".

3. Select the location > press "Continue".

4. Continue and test your trigger. While testing a trigger, Zapier will find a recent issued invoice in the organization in your account. Select them and proceed further.

Configure Zapier action

  1. Select Zoho Books app in the Event.

  2. Choose "Create Sales Invoice" in the "Action event" field.

3. Sign in to your Zoho Books account and verify it.

4. Press "Continue".

5. Fill out the required information and test.

Explore more opportunities with other Zapier triggers & actions

  • New desk booking (for synchronizing monetary payments for desk bookings).

  • New room booking (for synchronizing monetary payments for room bookings).

  • New event ticket (for synchronizing monetary payments for event tickets).

  • New order (for synchronizing monetary payments for orders made in the Shop).

  • New company (for synchronizing companies to Zoho Books).

  • New member (for synchronizing members to Zoho Books).

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