You can choose from hundreds of templates. You can use them as they are or customize them to suit your needs.
Every time a new invoice is created in Zoho Books, Integromat will automatically add the invoice's data to a new row in your Google Sheets spreadsheet.
When a new invoice is created in Zoho Books, the PDF is downloaded and then uploaded to Google Drive.
Import your list of vendors from a Google Sheets spreadsheet and Integromat will automatically create a vendor contact in Zoho Books for each row. The template uses this example spreadsheet.
Integromat will automatically track new invoices being created in Zoho Books and push those updates to your Databox account.
When a new payment goes through in your Zoho Books, Integromat will automatically update the number of new payments in your Databox account.
Every time you win over a new customer, Integromat will automatically push that value to Databox, allowing you to visualize your sales funnel in real time.
Use this template to create a Revolut Business draft payment when a Zoho Books bill is created. The setup of the template assumes you have your vendor data stored in a Google Sheets sheet. Your sheet has to include these columns: Name of the vendor and payment details. To see which details are required to create a Revolut draft payment depending on the country, click here. For example, if you're creating a payment to the United Kingdom, your sheet needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.