Zoho Books
Google Sheets
zapier

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.

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

Diagram

Add new Zoho Books customers to new rows on Google Sheets
Workflow diagram: Zoho Books + Google Sheets integration

How it works?

When this trigger fires in Zoho Books

Zoho Books

New Customer in Zoho Books

Triggers when a new customer is created.

Then this action happens in Google Sheets

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.

    Create Zapier account if you don't have one.

  • Connect Zoho Books to Zapier.

    Connect Zoho Books to Zapier.

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

  • Connect Google Sheets to Zapier.

    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

    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

    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

    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 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!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggers when a new row is added to the bottom of a spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

    Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggers when a new spreadsheet is created.

    zapierautomateio
    triggerbyzapierautomateio
  • 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

Google Sheets

Google Sheets

Spreadsheets

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

Zapier

Automation Platforms

No-code automation service

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.