Connect Placetel and Zoho Books integrations
Connect Placetel 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 Placetel 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.
Triggers when you have a new accepted call.
Triggers when you have a new hung-up call.
Triggers when you have a new incoming call.
Triggers when you have new incoming fax.
Triggers when you have a new outgoing call.
Adds an attachment to a bill.
Adds an attachment to an invoice.
Adds an attachment to a sales order.
Create a bill received from your vendor.
Create a contact with given information.
Create a contact person for a contact.
Creates a new credit note.
Create an employee for an expense.
Create an estimate for your customer.
Create a billable or non-billable expense.
Create an invoice for your customer.
Create a new item.
Create a new payment.
Creates a sales order for your customer.
Delete an existing bill. Bills which have payments applied cannot be deleted.
Delete an existing contact.
Delete an existing contact person.
Deletes the selected credit note.
Delete an existing employee.
Delete an existing estimate.
Delete an existing expense.
Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.
Delete a payment made to an invoice.
Delete the item created. Items that are part of transaction cannot be deleted.
Delete an existing payment.
Deletes an existing sales order. Invoiced sales order cannot be deleted.
Download the PDF file of an invoice.
Email an invoice to the customer.
Emails a sales order to the customer.
Get the details of a bill.
Get the details of a contact.
Get the details of a contact person.
Returns the selected credit note.
Get the details of an employee.
Get the details of an estimate.
Get the details of the Expense.
Get the details of an invoice.
Details of an existing item.
Get the details of an existing payment.
Get the details of a sales order.
Performs an arbitrary authorized API call.
Mark a voided invoice as draft.
Mark an inactive item as active.
Mark an active item as inactive.
Marks a draft sales order as open.
Remind your customer about an unpaid invoice by email. Reminder will be sent, only for the invoices which are in open or overdue status.
Update a bill. To delete a line item just remove it from the line_items list.
Update an existing contact. To delete a contact person remove it from the contact_persons list.
Update an existing contact person.
Updates the selected credit note.
Update an existing estimate. To delete a line item just remove it from the line_items list.
Update an existing Expense.
Update an existing invoice.
Update the details of an item.
Update an existing payment.
Updates an existing sales order. To delete a line item just remove it from the line_items list.
Marks an invoice status as void. Upon voiding, the payments and credits associated with the invoices will be unassociated and will be under customer credits.
Marks a sales order as void.
List all bills.
List all contact persons.
List all contacts.
Lists all credit notes.
List all the payments made by your customer.
List employees with pagination.
List all estimates.
List all the Expenses.
Get the list of payments made for an invoice.
List all invoices.
Get the list of all active items.
List all sales orders.
Trusted by thousands of fast-scaling organizations around the globe
Automate your work. Build something new.
Just drag and drop apps to automate existing workflows or build new complex processes. Solve problems across all areas and teams.
Build your Placetel and Zoho Books integrations.
Create custom Placetel and Zoho Books workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an attachment to a bill.
Adds an attachment to a sales order.
Adds an attachment to an invoice.
Create a bill received from your vendor.
Creates a new contact.
Create a contact person for a contact.
Creates a new credit note.
Create a new payment.
Creates a sales order for your customer.
Popular Placetel and Zoho Books workflows.
Looking to get more out of Placetel and Zoho Books? With Make you can visually integrate Placetel and Zoho Books into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create Zoho Books vendors from a Google Sheets spreadsheet
Import your list of vendors from a Google Sheets spreadsheet and Make will automatically create a vendor contact in Zoho Books for each row. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1GP9tpQ-R8yKY0BM3Pgs-svt4C7vW0j0LcnqT-ZwumQ0/edit?ts=5e4f0895#gid=0).
TRY IT ->Add and Update Google Contacts as a Placetel contacts
Every time a new contact is created in Google Contacts, Make will automatically add that contact to Placetel as a new contact or update existing contact.
TRY IT ->Send Slack messages for new missed calls in Placetel
Every time a new call is missed in Placetel, Make will automatically send a reminders message in Slack.
TRY IT ->Send new incoming call notifications in Placetel as Slack messages
Every time a new incoming call is created in Placetel, Make will automatically send a notification message in Slack.
TRY IT ->Marks a Microsoft To Do tasks as complete when a calls is accepted in Placetel
Every time a new call is accepted in Placetel, Make will automatically marks a Microsoft To Do task as complete.
TRY IT ->Add and Update ActiveCampaign new contacts as a Placetel contacts
Every time a new contact is created in ActiveCampaign, Make will automatically add that contact to Placetel as a new contact or update existing contact.
TRY IT ->Create a Revolut Business draft payment from a new Zoho Books bill
Use this template to create a Revolut Business draft payment when a Zoho Books bill is created. The setup of the template assumes you have your vendor data stored in a Google Sheets sheet. Your sheet has to include these columns: Name of the vendor and payment details. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your sheet needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
TRY IT ->Send new Zoho Books invoices to Databox
Make will automatically track new invoices being created in Zoho Books and push those updates to your Databox account.
TRY IT ->Send new Zoho Books Customers to Databox
Every time you win over a new customer, Make will automatically push that value to Databox, allowing you to visualize your sales funnel in real time.
TRY IT ->
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 200,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
