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Zoho Books
Databox

Send new Zoho Books Customers to Databox

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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.

Apps Included

Categories
Dashboards
Analytics
Invoicing & Accounting

Similar templates for inspiration

Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.

Create your own workflow

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

Zoho Books
Add an Attachment to a Bill

Adds an attachment to a bill.

Action
Zoho Books
Add an Attachment to a Sales Order

Adds an attachment to a sales order.

Action
Zoho Books
Add an Attachment to an Invoice

Adds an attachment to an invoice.

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
Zoho Books
Create a Credit Note

Creates a new credit note.

Action
Zoho Books
Create a Payment

Create a new payment.

Action
Zoho Books
Create a Sales Order

Creates a sales order for your customer.

Action

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