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Appointment scheduling app for consultations with customers.

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Digital signature app for businesses.

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Digital signature app for businesses.

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Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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Sync, manage, and convert leads across channels seamlessly.

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The all-in-one toolkit for solopreneurs.

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100% Free invoicing solution.

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Collect payments online with custom branded pages.

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The all-in-one toolkit for solopreneurs.

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Digital signature app for businesses.

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Word processor for focused writing and discussions.

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Spreadsheet software for collaborative teams.

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Create, edit, and share slides with a sleek presentation app.

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Beautiful home for all your notes.

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Stay in touch with teams no matter where you are.

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Employee experience platform to communicate, engage, and build positive employee relations.

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Appointment scheduling app for consultations with customers.

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Shared inboxes for teams.

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Online file management for teams.

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Digital signature app for businesses.

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Powerful collaborative work platform for teams.

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Built in document editors for web apps.

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Secure and reliable transactional email sending service.

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Online business calendar to manage events and schedule appointments.

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Cloud Contact Center Software for businesses.

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Collaborative task management for individuals and teams.

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Work management tool to connect people, processes, and information.

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Collaborative online PDF editing tool.

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Intuitive recruiting platform built to provide hiring solutions.

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Effortless expense reporting platform.

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Manage temporary staffing with an employee scheduling solution.

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Payroll software with automated tax payments and filing.

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Digital signature app for businesses.

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Comprehensive HR platform for seamless employee experiences.

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Build custom apps to simplify business processes.

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Workforce identity and access management solution for cloud businesses.

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Secure multi-factor authenticator (MFA) for all your online accounts.

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Online password manager for teams.

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Pro-code platform to build and deploy your apps.

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Complete resource for any admin-related lookup queries.

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Interactive remote assistance software with augmented reality.

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Remote support and unattended remote access software.

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Test automation software to build, manage, execute, and report testcases.

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Automate manual, tedious, and repetitive tasks easily.

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Automatic bug tracking software for managing bugs.

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The all-in-one toolkit for solopreneurs.

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Built in document editors for web apps.

Office Integrator
 
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Secure and reliable transactional email sending service.

ZeptoMail
 
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Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

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Automate manual, tedious, and repetitive tasks easily.

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Application analytics for all apps.

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Embedded analytics and white label BI solutions, tailored for your needs.

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Build, deploy, and scale IoT solutions for connected businesses.

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Integrate Zoho Books with Trigger

Send information between Zoho Books and Trigger automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Create a new task in Trigger when a new order is created in Zoho Books

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in Trigger when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in the selected project in Trigger.
+

Create a new task in Trigger when a new order is created in Zoho Books

Zoho Books + Trigger

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Set up a new project in Trigger each time a new project is initiated in Zoho Books

Reduce discrepancies between online accounting software and project management application by auto-syncing project details. This flow will set up a new project in Trigger each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Trigger.
+

Set up a new project in Trigger each time a new project is initiated in Zoho Books

Zoho Books + Trigger

Build your own integrations between Zoho Books and Trigger

Connect Zoho Books and Trigger with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Books and Trigger using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Vendor created

Triggers when a new vendor is created

Purchase order created

Triggers when a new purchase order is created

Recurring invoice updated

Triggers when the details of an existing recurring invoice are updated

Account updated

Triggers when the details of an account in the selected organization are updated

Item created

Triggers when a new item is created

Time entry updated

Triggers when an existing time entry is updated

Sales receipt created

Triggers when a new sales receipt is created

Vendor credit created

Triggers when a new vendor credit is created

Expense updated

Triggers when an existing expense is updated

Bill updated

Triggers when an existing bill is updated

Inventory adjustment updated

Triggers when the details of an existing inventory adjustment is updated

Customer updated

Triggers when the details of a customer are updated

Expense created

Triggers when a new expense is created

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Inventory adjustment made

Triggers when a new inventory adjustment is made

Credit note created

Triggers when a new credit note is created in the selected organization

Vendor credit updated

Triggers when the details of an existing vendor credit are updated

Invoice updated

Triggers when an existing invoice is updated

Customer payment received

Triggers when a new payment is made by a customer

Recurring invoice created

Triggers when a new recurring invoice is created

Account created

Triggers when an account is created in the selected organization

Custom module entry updated

Triggers when the details of an existing module entry are updated

Project created

Triggers when a new project is created

Estimate updated

Triggers when an existing estimate is updated

Vendor updated

Triggers when the details of an existing vendor is updated

Recurring expense created

Triggers when a new recurring expense is created

Invoice created

Triggers when a new invoice is created

Custom module entry created

Triggers when a new custom module entry is created

Funds transferred to another account

Triggers when funds are transferred from one account to another

Item updated

Triggers when an existing item is updated

Customer payment updated

Triggers when a payment made by a customer is updated

Credit note updated

Triggers when the details of an existing credit note are updated

Retainer invoice created

Triggers when a retainer invoice is created

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Customer created

Triggers when a new customer is created

Bill created

Triggers when a new bill is created

Recurring bill created

Triggers when a new recurring bill is created

Estimate created

Triggers when a new estimate is created

Account transaction added

Triggers when a new account transaction is added

Vendor payment made

Triggers when a vendor payment is made

Sales order updated

Triggers when the details of an existing sales order are updated

Sales receipt updated

Triggers when the details of an existing sales receipt is updated

Delivery challan updated

Triggers when the details of an existing delivery challan are updated

Time entry created

Triggers when a new time entry is created

Delivery challan created

Triggers when a new delivery challan is created

Project updated

Triggers when an existing project is updated

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Recurring bill updated

Triggers when the details of an existing recurring bill is updated

Sales order created

Triggers when a sales order is created

Purchase order updated

Triggers when the details of an existing purchase order are updated

Company created

Triggers when a new company is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created in the selected project

All Actions - Actions are the automated tasks

Create sales order

Creates a new sales order

Create journal

Creates a new journal

Create bank transaction

Creates a new bank transaction

Mark as primary contact person

Marks the specified contact as the primary contact of the company

Create sales person

Creates a new sales person

Create account

Creates a new account in the selected organization

Invite user to project

Invites a new user to the selected project

Request payment information

Requests payment information from the specified contact

Create purchase order

Creates a new purchase order

Create item

Creates a new item

Send purchase order

Sends an existing purchase order by email

Create vendor credit

Creates a new vendor credit

Create recurring expense

Creates a new recurring expense

Add comment to vendor

Adds a comment to the specified vendor

Add comment to bill

Adds a comment to the specified bill

Add comment to project

Adds a comment to the specified project

Add comment to customer

Adds a comment to the specified customer

Assign user to project

Assigns the specified user to an existing project

Add comment to invoice

Adds a comment to the specified invoice

Refund credit note

Refunds credit note by ID

Create credit note

Creates a new credit note

Create payment link

Creates a new payment link

Update invoice reminder status

Updates the status of an existing invoice reminder

Create inventory adjustment

Creates a new inventory adjustment

Create recurring bill

Creates a new recurring bill

Create currency adjustment

Creates a currency adjustment for all open transactions on the specified date

Create project

Creates a new project

Add comment to estimate

Adds a comment to the specified estimate

Add comment to vendor credit

Adds a comment to the specified vendor credit

Add user

Adds a new user

Create delivery challan

Creates a new delivery challan

Create bill

Creates a new bill

Create task

Creates a new task

Add address

Adds an address to a customer or vendor contact

Create expense

Creates a new expense

Add comment to purchase order

Adds a comment to the specified purchase order

Create time entry

Creates a new time entry

Add comment to credit note

Adds a comment to the specified credit note

Send invoice

Sends an existing invoice by email

Enable portal access

Enables portal access for the specified customer or vendor

Create invoice

Creates a new invoice

Create vendor

Creates a new vendor

Send estimate

Sends an existing estimate to the specified recipients

Create contact person

Creates a new contact person

Update customer SMS notification status

Updates the status of an existing customer SMS notification

Create recurring invoice

Creates a new recurring invoice

Create estimate

Creates a new estimate

Record vendor payment

Records a payment for an existing vendor invoice

Add comment to sales order

Adds a comment to the specified sales order

Create custom module entry

Creates a new custom module entry

Send retainer invoice

Sends an existing retainer invoice by email

Create sales receipt

Creates a new sales receipt

Record customer payment

Records a payment for an existing customer invoice

Record retainer invoice payment

Records payment for an existing retainer invoice

Send credit note

Sends the specified credit note to a recipient

Refund customer payment

Refunds the specified payment

Create public share link

Creates a public share link for the selected module

Send sales order

Sends an existing sales order by email

Create retainer invoice

Creates a new retainer invoice

Create customer

Creates a new customer

Add comment to retainer invoice

Adds a comment to the specified retainer invoice

Update user status

Updates the status of an existing user

Reject retainer invoice

Rejects an existing retainer invoice

Update project

Updates the details of an existing project

Update purchase order status

Updates the status of an existing purchase order

Update time entry

Updates an existing time entry

Submit or approve vendor credit

Submits or approves an existing vendor credit

Update expense

Updates the details of an existing expense

Update custom module entry

Updates the details of a existing custom module entry

Link customer to vendor

Links the customer to an existing vendor

Update recurring bill

Updates the details of an existing recurring bill

Stop or resume recurring bill

Stops or resumes an existing recurring bill

Submit or approve credit note

Submits or approves an existing credit note

Reject purchase order

Rejects an existing purchase order

Update invoice status

Updates the status of an existing invoice

Apply credit to invoice

Adds a credit note to the specified invoice

Update item

Updates the details of an existing item

Update recurring invoice

Updates the details of an existing recurring invoice

Update project status

Updates the status of an existing project

Update user

Updates the details of an existing user

Update credit note status

Updates the status of an existing credit note

Update payment link

Updates the details of an existing payment link

Update vendor

Updates the details of an existing vendor

Stop or resume recurring expense

Stops or resumes an existing recurring expense

Update customer

Updates the details of an existing customer

Update address

Updates the details of an existing customer or vendor address

Submit or approve purchase order

Submits or approves an existing purchase order

Submit or approve retainer invoice

Submits or approves an existing retainer invoice

Reject credit note

Rejects an existing credit note

Update vendor credit

Updates the details of an existing vendor credit

Reject invoice

Rejects an existing invoice

Submit or approve invoice

Submits or approves an existing invoice

Update credit note

Updates the details of an existing credit note

Update purchase order

Updates the details of an existing purchase order

Apply retainer invoice to invoice

Adds a retainer invoice to the specified invoice

Update contact status

Updates the status of an existing customer or vendor

Unlock transaction

Unlocks the locked transactions to allow for modification or deletion

Update invoice

Updates the details of an existing invoice

Update estimate status

Updates the status of an existing estimate

Submit or approve estimate

Submits or approves an existing estimate

Lock transactions

Prevents transaction details prior to the selected date from being modified or deleted

Update bill status

Updates the status of an existing bill

Submit or approve sales order

Submits or approves an existing sales order

Update vendor credit status

Updates the details of an existing credit status

Update estimate

Updates the details of an existing estimate

Update journal

Updates the details of an existing journal

Stop or resume recurring invoice

Stops or resumes an existing recurring invoice

Update task

Updates the details of an existing task

Update retainer invoice

Updates the details of an existing retainer invoice

Update bill

Updates the details of an existing bill

Reject estimate

Rejects an existing estimate

Reject bill

Rejects an existing bill

Submit or approve bill

Submits or approves an existing bill

Update retainer invoice status

Updates the details of an existing retainer invoice

Update recurring expense

Updates the details of an existing recurring expense

Update delivery challan

Updates the details of an existing delivery challan

Reject sales order

Rejects an existing sales order

Update sales order

Updates the details of an existing sales order

Update account

Updates the details of an account in the selected organization

Update sales order status

Updates the status of an existing sales order

Update contact person

Updates the details of an existing contact person

Reject vendor credit

Rejects an existing vendor credit

Fetch account

Fetches the details of an existing account by its ID

Fetch vendor

Fetches the details of an existing vendor

Fetch item

Fetches the details of an existing item by its ID, number or name.

Fetch payment link

Fetches the details of an existing payment link

Fetch inventory adjustment

Fetches the details of an existing inventory adjustment

Fetch retainer invoice

Fetches the details of an existing retainer invoice by number

Fetch purchase order

Fetches the details of an existing purchase order by its number

Fetch delivery challan

Fetches the details of an existing delivery challan

Fetch invoice

Fetches the details of an existing invoice

Fetch journal

Fetches the details of an existing journal

Fetch credit note

Fetches the details of an existing credit note by number

Fetch recurring bill

Fetches the details of an existing recurring bill

Fetch estimate

Fetches the details of an existing estimate by its number

Fetch vendor credit

Fetches the details of an existing vendor credit

Fetch customer

Fetches the details of an existing customer

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch sales order

Fetches the details of an existing sales order by number

Fetch expense

Fetches an existing expense by ID or reference number. If the expense does not exist, you can choose to create a new one.

Fetch recurring expense

Fetches the details of an existing recurring expense by profile name

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch recurring invoice

Fetches the details of an existing recurring invoice by profile name

Fetch vendor payment

Fetches the details of an existing vendor payment

Fetch sales receipt

Fetches the details of an existing sales receipt by number

Fetch bill

Fetches the details of an existing bill

Fetch bank account

Fetches the details of an existing bank account

Fetch project

Fetches the details of an existing project by name

Fetch customer payment

Fetches the details of an existing customer payment

Fetch user

Fetches the details of an existing user by email address

Create project

Creates a new project

Create company

Creates a new company

Create task

Creates a new task in the selected project

What is Zoho Books?

Zoho Books is online accounting software to manage your accounting, inventory and to file your GST returns. You can manage your contacts, set up rules to categorize banking transactions, make informed decisions based on accurate reports, and keep track of every expense.

What is Trigger?

Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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