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Customerly
Email
Zoho Books

Customerly and Email and Zoho Books integrations

Connecting Customerly and Email and Zoho Books on Make
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Connect Customerly and Email and Zoho Books with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Customerly and Email and Zoho Books to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Chat
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Invoicing & Accounting

Build your Customerly and Email and Zoho Books integrations.

Create custom Customerly and Email and Zoho Books workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Customerly
Add a Tag / Untag

Adds or deletes a user or lead tag.

Action
Email
Copy an Email

Copies an email or a draft into a selected folder.

Action
Customerly
Create / Update a Lead

Creates or updates a lead.

Action
Customerly
Create / Update a User

Creates or updates a user.

Action
Zoho Books
Create a Bill

Create a bill received from your vendor.

Action
Zoho Books
Create a Contact

Create a contact with given information.

Action
Zoho Books
Create a Contact Person

Create a contact person for a contact.

Action
Email
Create a Draft

Creates and adds a new draft to a selected folder.

Action
Zoho Books
Create a Payment

Create a new payment.

Action

Popular Customerly and Email and Zoho Books workflows.

Looking to get more out of Customerly and Email and Zoho Books? With Make you can visually integrate Customerly and Email and Zoho Books into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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