Synchronize invoices from your app with Zoho Books via Zapier to automate revenue accounting management.
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Prerequisites:
Have your Spacebring account activated.
Create your Zoho Books account and set up your organization profile.
Be sure that all invoices are created correctly with the appropriate prices and all other data.
Be sure that you have invoices created in the location before trying to synchronize them to Zoho Books.
Configure Zapier trigger
Log in to Zapier and press "Create Zap."
On the "Trigger" step, select Spacebring among other apps > choose the "New Issued Invoice" event > press "Continue"
Select the location > press "Continue"
Continue and test your trigger. While testing a trigger, Zapier will find a recent issued invoices in organization in your account. Select them and proceed further.
Configure Zapier action
Select Zoho Books app in the Event.
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.
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New order (for synchronizing monetary payments for orders made in shop).
New company (for synchronizing companies to Zoho Books).
New member (for synchronizing members to Zoho Books).