An automated workflow using zapier
Connects Zoho Books + Google Sheets
Add new Zoho Books customers to new rows on Google Sheets
About this workflow template
This automation scenario allows you to connect Zoho Books and Google Sheets
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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
Zoho Books and Google Sheets can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Zoho Books
New Customer in Zoho Books
Triggers when a new customer is created.
Then this action happens in Google Sheets
Create Spreadsheet Row in Google Sheets
Create a new row in a specific spreadsheet.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Zoho Books customers to new rows on Google Sheets.
Part I
Configure Applications
First, we need to connect Zoho Books and Google Sheets to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho Books to Zapier.
Give Zapier access to your Zoho Books account, using Zoho Books credentials.
Connect Google Sheets to Zapier.
Give Zapier access to your Google Sheets account, using Google Sheets 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 Zoho Books
Choose the following trigger: New Customer (Triggers when a new customer is created.).
Then set up an Action for Google Sheets
Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho Books and Google Sheets.
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 Add new Zoho Books customers to new rows on Google Sheets!
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Apps you need
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
