Zoho Books
Google Drive
integromat

An automated workflow using integromat

Connects Zoho Books + Google Drive

Upload a new invoice from Zoho Books to Google Drive

About this workflow template

This automation scenario allows you to connect Zoho Books and Google Drive

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 Google Drive can also be integrated using automation tools other than integromat:

Diagram

Upload a new invoice from Zoho Books to Google Drive
Workflow diagram: Zoho Books + Google Drive integration

How it works?

When this trigger fires in Zoho Books

Zoho Books

Watch Invoices in Zoho Books

Watch for Invoice.

Then these actions happen in Google Drive and Google Drive

Zoho Books

Download an Invoice in Zoho Books

Download the PDF file of an invoice.

Google Drive

Upload a File in Google Drive

Uploads a new file.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Upload a new invoice from Zoho Books to Google Drive.

Part I

Configure Applications

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

    Connect Google Drive to Make.com.

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

    Then set up an Action for Zoho Books

    Choose this action: Download an Invoice (Download the PDF file of an invoice.).

  • Then set up another Action for Google Drive

    Then set up another Action for Google Drive

    Choose this action: Upload a File (Uploads a new file.).

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 Drive.

  • 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 Upload a new invoice from Zoho Books to Google Drive!

Supported triggers and actions

  • Google Drive

    New file in folder

    Triggers when a new file is added directly to a specific folder (but not its subfolders).

    zapierautomateio
    triggerbyzapierautomateio
  • Google Drive

    New file

    Triggers when any new file is added (inside of any folder).

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Google Drive

    Watch files in a folder

    Triggers when a file is created or modified in a selected folder.

    integromat
    triggerbyintegromat
  • Google Drive

    Updated file

    Triggers when a file is updated in a specific folder (but not its subfolders).

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Google Drive

    New file in your folder

    This trigger fires every time a new file is added to the Google Drive folder you specify. Note: Does not work for Google Docs, Forms, or Sheets files.

    ifttt
    triggerbyifttt
  • Google Drive

    New folder

    Triggers when a new folder is added directly to a specific folder (but not its subfolders).

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • 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 Drive

Google Drive

Cloud Storage

A comprehensive cloud storage solution

Google Drive is a versatile cloud-based platform that lets you store your files, photos, videos, and more safely. You can access them from anywhere and share with others, making collaboration a breeze.

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.