Integrate Zoho Books with Quotient
Send information between Zoho Books and Quotient automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create Zoho Book Contacts and Zoho Project tasks when quotes are accepted in Quotient
When a client accepts your quote, the processes that follow need to be seamless. As soon as a quote is accepted in Quotient, this flow automatically creates a task for your team in Zoho Projects and adds the client as a contact in Zoho Books so you can generate invoices easily.
How it works
1. A new quote is accepted in Quotient.
2. Zoho Flow executes the following tasks automatically:
a. Creates a contact in Zoho Books.
b. Creates a task in Zoho Projects.
Create Zoho Book Contacts and Zoho Project tasks when quotes are accepted in Quotient
Quotient + Zoho Books + Zoho Projects
Didn't find the integration you were looking for?
Integrate your apps to automate those tedious tasks. Save hours every day.
Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Expense created
Triggers when a new expense is created
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
Customer created
Triggers when a new customer is created
Sales order created
Triggers when a sales order is created
Bill created
Triggers when a new bill is created
Customer updated
Triggers when the details of a customer are updated
Credit note created
Triggers when a new credit note is created in the selected organization
Delivery challan updated
Triggers when the details of an existing delivery challan are updated
Invoice created
Triggers when a new invoice is created
Item updated
Triggers when an existing item is updated
Vendor credit created
Triggers when a new vendor credit is created
Account created
Triggers when an account is created in the selected organization
Purchase order updated
Triggers when the details of an existing purchase order are updated
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Time entry created
Triggers when a new time entry is created
Custom module entry created
Triggers when a new custom module entry is created
Item created
Triggers when a new item is created
Sales order updated
Triggers when the details of an existing sales order are updated
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
Account updated
Triggers when the details of an account in the selected organization are updated
Invoice updated
Triggers when an existing invoice is updated
Time entry updated
Triggers when an existing time entry is updated
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Bill updated
Triggers when an existing bill is updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Credit note updated
Triggers when the details of an existing credit note are updated
Recurring invoice created
Triggers when a new recurring invoice is created
Customer payment updated
Triggers when a payment made by a customer is updated
Funds transferred to another account
Triggers when funds are transferred from one account to another
Vendor created
Triggers when a new vendor is created
Purchase order created
Triggers when a new purchase order is created
Recurring expense created
Triggers when a new recurring expense is created
Retainer invoice created
Triggers when a retainer invoice is created
Vendor payment made
Triggers when a vendor payment is made
Account transaction added
Triggers when a new account transaction is added
Estimate created
Triggers when a new estimate is created
Delivery challan created
Triggers when a new delivery challan is created
Estimate updated
Triggers when an existing estimate is updated
Project created
Triggers when a new project is created
Vendor updated
Triggers when the details of an existing vendor is updated
Customer payment received
Triggers when a new payment is made by a customer
Expense updated
Triggers when an existing expense is updated
Project updated
Triggers when an existing project is updated
Recurring bill created
Triggers when a new recurring bill is created
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
Custom module entry updated
Triggers when the details of an existing module entry are updated
Quote Sent
Triggers when a new quote is sent
Customer Asked Question
Triggers when a customer asks a new question
Customer Viewed Quote
Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view.
Quote Declined
Triggers when a quote is declined
New Quote Accepted
Triggers when a quote is accepted
All Actions - Actions are the automated tasks
Add comment to bill
Adds a comment to the specified bill
Invite user to project
Invites a new user to the selected project
Add comment to project
Adds a comment to the specified project
Create time entry
Creates a new time entry
Refund customer payment
Refunds the specified payment
Create sales order
Creates a new sales order
Create delivery challan
Creates a new delivery challan
Add user
Adds a new user
Add comment to sales order
Adds a comment to the specified sales order
Add comment to vendor credit
Adds a comment to the specified vendor credit
Mark as primary contact person
Marks the specified contact as the primary contact of the company
Add address
Adds an address to a customer or vendor contact
Create inventory adjustment
Creates a new inventory adjustment
Send purchase order
Sends an existing purchase order by email
Record customer payment
Records a payment for an existing customer invoice
Create retainer invoice
Creates a new retainer invoice
Add comment to customer
Adds a comment to the specified customer
Add comment to vendor
Adds a comment to the specified vendor
Create task
Creates a new task
Record retainer invoice payment
Records payment for an existing retainer invoice
Create vendor
Creates a new vendor
Create custom module entry
Creates a new custom module entry
Create recurring bill
Creates a new recurring bill
Create credit note
Creates a new credit note
Create customer
Creates a new customer
Request payment information
Requests payment information from the specified contact
Create purchase order
Creates a new purchase order
Assign user to project
Assigns the specified user to an existing project
Create public share link
Creates a public share link for the selected module
Create payment link
Creates a new payment link
Create recurring expense
Creates a new recurring expense
Create recurring invoice
Creates a new recurring invoice
Create expense
Creates a new expense
Create estimate
Creates a new estimate
Send credit note
Sends the specified credit note to a recipient
Add comment to estimate
Adds a comment to the specified estimate
Create project
Creates a new project
Add comment to purchase order
Adds a comment to the specified purchase order
Record vendor payment
Records a payment for an existing vendor invoice
Send invoice
Sends an existing invoice by email
Create invoice
Creates a new invoice
Add comment to invoice
Adds a comment to the specified invoice
Create contact person
Creates a new contact person
Refund credit note
Refunds credit note by ID
Create account
Creates a new account in the selected organization
Send sales order
Sends an existing sales order by email
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
Create vendor credit
Creates a new vendor credit
Enable portal access
Enables portal access for the specified customer or vendor
Create sales person
Creates a new sales person
Create journal
Creates a new journal
Create bill
Creates a new bill
Send estimate
Sends an existing estimate to the specified recipients
Send retainer invoice
Sends an existing retainer invoice by email
Create item
Creates a new item
Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
Add comment to credit note
Adds a comment to the specified credit note
Create bank transaction
Creates a new bank transaction
Update project
Updates the details of an existing project
Update sales order
Updates the details of an existing sales order
Submit or approve estimate
Submits or approves an existing estimate
Update estimate status
Updates the status of an existing estimate
Apply credit to invoice
Adds a credit note to the specified invoice
Update item
Updates the details of an existing item
Submit or approve bill
Submits or approves an existing bill
Reject vendor credit
Rejects an existing vendor credit
Submit or approve sales order
Submits or approves an existing sales order
Update credit note
Updates the details of an existing credit note
Update purchase order status
Updates the status of an existing purchase order
Update account
Updates the details of an account in the selected organization
Reject purchase order
Rejects an existing purchase order
Update project status
Updates the status of an existing project
Link customer to vendor
Links the customer to an existing vendor
Stop or resume recurring bill
Stops or resumes an existing recurring bill
Update user
Updates the details of an existing user
Update vendor
Updates the details of an existing vendor
Update task
Updates the details of an existing task
Reject credit note
Rejects an existing credit note
Stop or resume recurring expense
Stops or resumes an existing recurring expense
Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
Update delivery challan
Updates the details of an existing delivery challan
Reject invoice
Rejects an existing invoice
Update journal
Updates the details of an existing journal
Update contact status
Updates the status of an existing customer or vendor
Submit or approve purchase order
Submits or approves an existing purchase order
Update vendor credit
Updates the details of an existing vendor credit
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
Update bill
Updates the details of an existing bill
Submit or approve invoice
Submits or approves an existing invoice
Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
Update contact person
Updates the details of an existing contact person
Update recurring invoice
Updates the details of an existing recurring invoice
Submit or approve credit note
Submits or approves an existing credit note
Update recurring bill
Updates the details of an existing recurring bill
Update retainer invoice
Updates the details of an existing retainer invoice
Reject sales order
Rejects an existing sales order
Update payment link
Updates the details of an existing payment link
Update sales order status
Updates the status of an existing sales order
Update recurring expense
Updates the details of an existing recurring expense
Update credit note status
Updates the status of an existing credit note
Reject retainer invoice
Rejects an existing retainer invoice
Update customer
Updates the details of an existing customer
Update bill status
Updates the status of an existing bill
Update custom module entry
Updates the details of a existing custom module entry
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
Update retainer invoice status
Updates the details of an existing retainer invoice
Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted
Reject estimate
Rejects an existing estimate
Update estimate
Updates the details of an existing estimate
Update vendor credit status
Updates the details of an existing credit status
Update purchase order
Updates the details of an existing purchase order
Update invoice status
Updates the status of an existing invoice
Update address
Updates the details of an existing customer or vendor address
Update invoice
Updates the details of an existing invoice
Update time entry
Updates an existing time entry
Update user status
Updates the status of an existing user
Submit or approve vendor credit
Submits or approves an existing vendor credit
Update expense
Updates the details of an existing expense
Reject bill
Rejects an existing bill
Fetch expense
Fetches an existing expense by ID or reference number. If the expense does not exist, you can choose to create a new one.
Fetch sales order
Fetches the details of an existing sales order by number
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch item
Fetches the details of an existing item by its ID, number or name.
Fetch bank account
Fetches the details of an existing bank account
Fetch purchase order
Fetches the details of an existing purchase order by its number
Fetch vendor credit
Fetches the details of an existing vendor credit
Fetch delivery challan
Fetches the details of an existing delivery challan
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
Fetch project
Fetches the details of an existing project by name
Fetch customer
Fetches the details of an existing customer
Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch credit note
Fetches the details of an existing credit note by number
Fetch user
Fetches the details of an existing user by email address
Fetch bill
Fetches the details of an existing bill
Fetch journal
Fetches the details of an existing journal
Fetch customer payment
Fetches the details of an existing customer payment
Fetch invoice
Fetches the details of an existing invoice
Fetch payment link
Fetches the details of an existing payment link
Fetch vendor payment
Fetches the details of an existing vendor payment
Fetch account
Fetches the details of an existing account by its ID
Fetch recurring bill
Fetches the details of an existing recurring bill
Fetch vendor
Fetches the details of an existing vendor
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
Fetch estimate
Fetches the details of an existing estimate by its number
Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
What is Zoho Books?
Zoho Books is online accounting software to manage your accounting, inventory and to file your GST returns. You can manage your contacts, set up rules to categorize banking transactions, make informed decisions based on accurate reports, and keep track of every expense.
What is Quotient?
Quotient lets you deliver quotes customized with your business's branding visuals. See when your customer opens the quote, get notified when to follow up right on your dashboard, and get a rolling total value of approved quotes.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Know more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Know more
Siddharth Ahuja
CEO, Fabricroot
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Know more
Toto
Technical Engineer, Master Liveaboards
