WooCommerce
Zoho Books
zapier

An automated workflow using zapier

Connects WooCommerce + Zoho Books

Create invoices in Zoho Books from new WooCommerce orders

About this workflow template

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.

WooCommerce and Zoho Books can also be integrated using automation tools other than zapier:

Diagram

Create invoices in Zoho Books from new WooCommerce orders
Workflow diagram: WooCommerce + Zoho Books integration

How it works?

When this trigger fires in WooCommerce

WooCommerce

Order in WooCommerce

Triggers when any Order is created, updated, deleted, etc.

Then this action happens in Zoho Books

Zoho Books

Create Sales Invoice in Zoho Books

Creates a new sales invoice.

How to set up this workflow

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

Configure Applications

First, we need to connect WooCommerce and Zoho Books to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect WooCommerce to Zapier.

    Connect WooCommerce to Zapier.

    Give Zapier access to your WooCommerce account, using WooCommerce credentials.

  • Connect Zoho Books to Zapier.

    Connect Zoho Books to Zapier.

    Give Zapier access to your Zoho Books account, using Zoho Books credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for WooCommerce

    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

    Then set up an Action for Zoho Books

    Choose this action: Create Sales Invoice (Creates a new sales invoice.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • WooCommerce

    Order

    Triggers when any Order is created, updated, deleted, etc.

    zapier
    triggerbyzapier
  • WooCommerce

    Customer

    Triggers when any Customer is created, updated, deleted, etc.

    zapier
    triggerbyzapier
  • WooCommerce

    Watch orders

    Triggers when a new order is created.

    integromat
    triggerbyintegromat
  • WooCommerce

    Subscription

    Triggers when any Subscription is created, updated, deleted, etc. Woo Subscriptions must be installed and enabled.

    zapier
    triggerbyzapier
  • WooCommerce

    Watch customers

    Triggers when a new customer is created.

    integromat
    triggerbyintegromat
  • WooCommerce

    Product

    Triggers when any Product or Variation is created, updated, deleted, etc.

    zapier
    triggerbyzapier
  • Zoho Books

    Create sales invoice

    Creates a new sales invoice.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho Books

    Create customer

    Creates a new customer.

    zapierintegrately
    actionbyzapierintegrately
  • Zoho Books

    Create estimate

    Creates a new estimate.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho Books

    Create item

    Creates a new item.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho Books

    Find invoice

    Finds an existing Invoice.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Zoho Books

    Create a contact

    Create a contact with given information.

    integromat
    actionbyintegromat

Apps you need

Zapier

Zapier

Automation Platforms

No-code automation service

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