This automation scenario allows you to connect WooCommerce and Zoho Books
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
WooCommerce and Zoho Books can also be integrated using automation tools other than zapier:
When this trigger fires in WooCommerce
Triggers when any Order is created, updated, deleted, etc.
Then this action happens in Zoho Books
Creates a new sales invoice.
This guide contains information on how to set up an automatic workflow that allows to Create invoices in Zoho Books from new WooCommerce orders.
Part I
First, we need to connect WooCommerce and Zoho Books to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect WooCommerce to Zapier.
Give Zapier access to your WooCommerce account, using WooCommerce credentials.
Connect Zoho Books to Zapier.
Give Zapier access to your Zoho Books account, using Zoho Books credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for WooCommerce
Choose the following trigger: Order (Triggers when any Order is created, updated, deleted, etc.).
Then set up an Action for Zoho Books
Choose this action: Create Sales Invoice (Creates a new sales invoice.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between WooCommerce and Zoho Books.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create invoices in Zoho Books from new WooCommerce orders!
Triggers when any Order is created, updated, deleted, etc.
Triggers when any Customer is created, updated, deleted, etc.
Triggers when a new order is created.
Triggers when any Subscription is created, updated, deleted, etc. WooCommerce Subscriptions must be installed and enabled.
Triggers when any Product or Variation is created, updated, deleted, etc.
Triggers when a new customer is created.
Creates a new sales invoice.
Creates a new customer.
Creates a new estimate.
Creates a new item.
Finds an existing Invoice.
Create a contact with given information.
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