Integrate Zoho Books with Zoho Projects
Send information between Zoho Books and Zoho Projects automatically, without writing any code, using Zoho Flow.
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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
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Expense updated
Triggers when an existing expense is updated
Vendor updated
Triggers when the details of an existing vendor is updated
Account created
Triggers when an account is created in the selected organization
Vendor payment made
Triggers when a vendor payment is made
Delivery challan updated
Triggers when the details of an existing delivery challan are updated
Sales order created
Triggers when a sales order is created
Funds transferred to another account
Triggers when funds are transferred from one account to another
Project updated
Triggers when an existing project is updated
Item created
Triggers when a new item is created
Time entry created
Triggers when a new time entry is created
Purchase order created
Triggers when a new purchase order is created
Vendor created
Triggers when a new vendor is created
Time entry updated
Triggers when an existing time entry is updated
Customer payment updated
Triggers when a payment made by a customer is updated
Recurring invoice created
Triggers when a new recurring invoice is created
Bill updated
Triggers when an existing bill is updated
Invoice created
Triggers when a new invoice is created
Invoice updated
Triggers when an existing invoice is updated
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
Custom module entry created
Triggers when a new custom module entry is created
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
Account updated
Triggers when the details of an account in the selected organization are updated
Sales order updated
Triggers when the details of an existing sales order are updated
Delivery challan created
Triggers when a new delivery challan is created
Vendor credit created
Triggers when a new vendor credit is created
Credit note created
Triggers when a new credit note is created in the selected organization
Customer updated
Triggers when the details of a customer are updated
Customer created
Triggers when a new customer is created
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Custom module entry updated
Triggers when the details of an existing module entry are updated
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
Retainer invoice created
Triggers when a retainer invoice is created
Recurring expense created
Triggers when a new recurring expense is created
Estimate created
Triggers when a new estimate is created
Account transaction added
Triggers when a new account transaction is added
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Estimate updated
Triggers when an existing estimate is updated
Expense created
Triggers when a new expense is created
Credit note updated
Triggers when the details of an existing credit note are updated
Item updated
Triggers when an existing item is updated
Bill created
Triggers when a new bill is created
Project created
Triggers when a new project is created
Purchase order updated
Triggers when the details of an existing purchase order are updated
Recurring bill created
Triggers when a new recurring bill is created
Customer payment received
Triggers when a new payment is made by a customer
Comment added
Triggers when a new comment is added to the selected task
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Task list created
Triggers when a new task list is created
Milestone completed
Triggers when a milestone is marked as completed
Task created in project
Triggers when a new task is created in the selected project
Task list completed
Triggers when a task list is marked as completed
Overdue task in project
Triggers when a task in the selected project becomes overdue
Milestone created
Triggers when a new milestone is created
Project created
Triggers when a new project is created
Project updated
Triggers when the details of an existing project are updated
Project comment added
Triggers when a new comment is added in the selected project
Bug submitted
Triggers when a new bug/issue is submitted
Task created
Triggers when a new task is created in the selected portal
Event created
Triggers when a new event is created
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Task completed
Triggers when a task is completed in the selected portal
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Task updated in project
Triggers when the details of an existing task are updated in the selected project
All Actions - Actions are the automated tasks
Send purchase order
Sends an existing purchase order by email
Create inventory adjustment
Creates a new inventory adjustment
Create retainer invoice
Creates a new retainer invoice
Record customer payment
Records a payment for an existing customer invoice
Assign user to project
Assigns the specified user to an existing project
Create purchase order
Creates a new purchase order
Refund customer payment
Refunds the specified payment
Add comment to bill
Adds a comment to the specified bill
Create vendor
Creates a new vendor
Add comment to project
Adds a comment to the specified project
Invite user to project
Invites a new user to the selected project
Add address
Adds an address to a customer or vendor contact
Mark as primary contact person
Marks the specified contact as the primary contact of the company
Create item
Creates a new item
Send retainer invoice
Sends an existing retainer invoice by email
Send invoice
Sends an existing invoice by email
Record vendor payment
Records a payment for an existing vendor invoice
Add comment to vendor
Adds a comment to the specified vendor
Send estimate
Sends an existing estimate to the specified recipients
Create time entry
Creates a new time entry
Add comment to purchase order
Adds a comment to the specified purchase order
Create project
Creates a new project
Create sales order
Creates a new sales order
Create journal
Creates a new journal
Create invoice
Creates a new invoice
Add comment to estimate
Adds a comment to the specified estimate
Send credit note
Sends the specified credit note to a recipient
Create estimate
Creates a new estimate
Enable portal access
Enables portal access for the specified customer or vendor
Create account
Creates a new account in the selected organization
Refund credit note
Refunds credit note by ID
Add user
Adds a new user
Create delivery challan
Creates a new delivery challan
Create vendor credit
Creates a new vendor credit
Add comment to customer
Adds a comment to the specified customer
Create contact person
Creates a new contact person
Add comment to invoice
Adds a comment to the specified invoice
Add comment to credit note
Adds a comment to the specified credit note
Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
Send sales order
Sends an existing sales order by email
Request payment information
Requests payment information from the specified contact
Create customer
Creates a new customer
Create credit note
Creates a new credit note
Create recurring bill
Creates a new recurring bill
Create expense
Creates a new expense
Create recurring invoice
Creates a new recurring invoice
Create sales person
Creates a new sales person
Create bank transaction
Creates a new bank transaction
Create custom module entry
Creates a new custom module entry
Create bill
Creates a new bill
Create recurring expense
Creates a new recurring expense
Create payment link
Creates a new payment link
Add comment to vendor credit
Adds a comment to the specified vendor credit
Add comment to sales order
Adds a comment to the specified sales order
Record retainer invoice payment
Records payment for an existing retainer invoice
Create task
Creates a new task
Create public share link
Creates a public share link for the selected module
Update vendor
Updates the details of an existing vendor
Update account
Updates the details of an account in the selected organization
Update purchase order status
Updates the status of an existing purchase order
Update recurring bill
Updates the details of an existing recurring bill
Submit or approve credit note
Submits or approves an existing credit note
Reject sales order
Rejects an existing sales order
Update retainer invoice
Updates the details of an existing retainer invoice
Update project status
Updates the status of an existing project
Reject purchase order
Rejects an existing purchase order
Update sales order
Updates the details of an existing sales order
Update credit note
Updates the details of an existing credit note
Reject credit note
Rejects an existing credit note
Update task
Updates the details of an existing task
Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
Stop or resume recurring expense
Stops or resumes an existing recurring expense
Reject invoice
Rejects an existing invoice
Update delivery challan
Updates the details of an existing delivery challan
Update recurring invoice
Updates the details of an existing recurring invoice
Update contact person
Updates the details of an existing contact person
Update vendor credit
Updates the details of an existing vendor credit
Submit or approve purchase order
Submits or approves an existing purchase order
Update bill
Updates the details of an existing bill
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
Submit or approve invoice
Submits or approves an existing invoice
Update user status
Updates the status of an existing user
Update user
Updates the details of an existing user
Update estimate status
Updates the status of an existing estimate
Submit or approve estimate
Submits or approves an existing estimate
Update item
Updates the details of an existing item
Apply credit to invoice
Adds a credit note to the specified invoice
Reject vendor credit
Rejects an existing vendor credit
Submit or approve bill
Submits or approves an existing bill
Update contact status
Updates the status of an existing customer or vendor
Update journal
Updates the details of an existing journal
Update vendor credit status
Updates the details of an existing credit status
Update estimate
Updates the details of an existing estimate
Submit or approve sales order
Submits or approves an existing sales order
Update purchase order
Updates the details of an existing purchase order
Stop or resume recurring bill
Stops or resumes an existing recurring bill
Link customer to vendor
Links the customer to an existing vendor
Update credit note status
Updates the status of an existing credit note
Update project
Updates the details of an existing project
Update expense
Updates the details of an existing expense
Submit or approve vendor credit
Submits or approves an existing vendor credit
Update custom module entry
Updates the details of a existing custom module entry
Reject bill
Rejects an existing bill
Update retainer invoice status
Updates the details of an existing retainer invoice
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
Reject estimate
Rejects an existing estimate
Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted
Update bill status
Updates the status of an existing bill
Update customer
Updates the details of an existing customer
Update payment link
Updates the details of an existing payment link
Update invoice status
Updates the status of an existing invoice
Update invoice
Updates the details of an existing invoice
Update address
Updates the details of an existing customer or vendor address
Reject retainer invoice
Rejects an existing retainer invoice
Update time entry
Updates an existing time entry
Update recurring expense
Updates the details of an existing recurring expense
Update sales order status
Updates the status of an existing sales order
Fetch bank account
Fetches the details of an existing bank account
Fetch item
Fetches the details of an existing item by its ID, number or name.
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
Fetch purchase order
Fetches the details of an existing purchase order by its number
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch recurring bill
Fetches the details of an existing recurring bill
Fetch journal
Fetches the details of an existing journal
Fetch bill
Fetches the details of an existing bill
Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
Fetch customer payment
Fetches the details of an existing customer payment
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 project
Fetches the details of an existing project by name
Fetch invoice
Fetches the details of an existing invoice
Fetch sales order
Fetches the details of an existing sales order by number
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
Fetch vendor
Fetches the details of an existing vendor
Fetch customer
Fetches the details of an existing customer
Fetch estimate
Fetches the details of an existing estimate by its number
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
Fetch user
Fetches the details of an existing user by email address
Fetch credit note
Fetches the details of an existing credit note by number
Fetch delivery challan
Fetches the details of an existing delivery challan
Fetch vendor payment
Fetches the details of an existing vendor payment
Fetch payment link
Fetches the details of an existing payment link
Fetch vendor credit
Fetches the details of an existing vendor credit
Fetch account
Fetches the details of an existing account by its ID
Add comment to bug
Adds a new comment to the selected bug
Create comment in project
Creates a new comment in the selected project
Add followers to task
Adds the specified users as followers to an existing task
Create task
Creates a new task
Submit bug
Submits a new bug/issue
Add client to project
Adds a client to the selected project
Add existing client company to a project
Adds an existing client company to a project
Create general time log
Creates a general time log for the selected project
Create issue time log
Creates a time log for the selected issue
Add comment
Adds a comment to the selected task
Add user to project
Adds a user to the selected project
Create time log for task
Creates a time log for the selected task
Create subtask
Creates a new subtask in the selected task
Create task list
Creates a new task list
Add client company
Creates a new client company
Create project
Creates a new project
Create event
Creates a new event
Create milestone
Creates a new milestone
Associate project with a team
Associates a project with the selected team
Update task or subtask
Updates the task or subtask details for the specified ID
Update task time log
Updates the details of an existing task time log
Update project
Updates the details of an existing project
Update client company
Updates the details of an existing client company
Update task list
Updates the details of a task list using its ID
Update issue time log
Updates the details of an existing issue time log
Update bug
Updates the details of an existing bug/issue
Update general time log
Updates the details of an existing general time log
Complete milestone
Completes an existing milestone
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch task
Fetches the details of an existing task by name
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch project status
Fetches the status of a project by name
Fetch task list
Fetches the details of an existing task list by name
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch task status
Fetches the status of an existing task by task name
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
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 Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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