Zoho Books
Databox
integromat

An automated workflow using integromat

Connects Zoho Books + Databox

Send new Zoho Books invoices to Databox

About this workflow template

This automation scenario allows you to connect Zoho Books and Databox

It can be build using Integromat, a no-code workflow automation tool. Integromat 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.

Zoho Books and Databox can also be integrated using automation tools other than integromat:

Diagram

Send new Zoho Books invoices to Databox
Workflow diagram: Zoho Books + Databox integration

How it works?

When this trigger fires in Zoho Books

Zoho Books

Watch Invoices in Zoho Books

Watch for Invoice.

Then this action happens in Databox

Databox

Submit Data in Databox

Sends data to the source.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send new Zoho Books invoices to Databox.

Part I

Configure Applications

First, we need to connect Zoho Books and Databox to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Zoho Books to Make.com.

    Connect Zoho Books to Make.com.

    Give Make.com access to your Zoho Books account, using Zoho Books credentials.

  • Connect Databox to Make.com.

    Connect Databox to Make.com.

    Give Make.com access to your Databox account, using Databox credentials.

Part II

Build an integration workflow

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

  • Set up a Trigger action for Zoho Books

    Set up a Trigger action for Zoho Books

    Choose the following trigger: Watch Invoices (Watch for Invoice.).

  • Then set up an Action for Databox

    Then set up an Action for Databox

    Choose this action: Submit Data (Sends data to the source.).

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 Databox.

  • 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 Send new Zoho Books invoices to Databox!

Supported triggers and actions

  • Zoho Books

    New sales invoice

    Triggers when a new sales invoice is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho Books

    New customer

    Triggers when a new customer is created.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Zoho Books

    New estimate

    Triggers when a new estimate is created.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Zoho Books

    New expense

    Triggers when an expense is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Zoho Books

    Watch invoices

    Watch for Invoice.

    integromat
    triggerbyintegromat
  • Zoho Books

    New item

    Triggers when a new item is created.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Databox

    Increase counter

    Increment a specified metric by 1 every time this action happens.

    zapier
    actionbyzapier
  • Databox

    Submit data

    Sends data to the source.

    integromat
    actionbyintegromat
  • Databox

    Push custom data

    Push any custom data to Databox.

    zapierintegrately
    actionbyzapierintegrately
  • Databox

    Send/push data

    Push custom data in databox.

    pabbly-connect
    actionbypabbly-connect
  • Databox

    Send custom data

    Send custom data

    pipedream
    actionbypipedream
  • Databox

    Metric keys

    Get list of metric keys from token.

    zapier
    triggerbyzapier

Apps you need

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.