Send new Zoho Books Customers to Databox

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Apps used in template

Zoho Books

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.

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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.

Add an Attachment to a Bill

Adds an attachment to a bill.

Action

Add an Attachment to a Sales Order

Adds an attachment to a sales order.

Action

Add an Attachment to an Invoice

Adds an attachment to an invoice.

Action

Create a Bill

Create a bill received from your vendor.

Action

Create a Contact

Create a contact with given information.

Action

Create a Contact Person

Create a contact person for a contact.

Action

Create a Credit Note

Creates a new credit note.

Action

Create a Payment

Create a new payment.

Action

Create a Sales Order

Creates a sales order for your customer.

Action

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