How to Add Zoho Books Invoices in Google Sheets Using Pabbly Connect

Learn how to automate adding Zoho Books invoices to Google Sheets using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automate adding Zoho Books invoices in Google Sheets, you need to start with Pabbly Connect. First, sign up for a free account on Pabbly Connect. After signing up, you will be directed to the dashboard where you can create a new workflow.

Click on ‘Create Workflow’ and name it, for example, ‘Zoho Books to Google Sheets’. Choose a folder to save your workflow, then click on ‘Create’. This sets up the foundation for your integration.

2. Connecting Zoho Books with Pabbly Connect

Next, you need to connect your Zoho Books account with Pabbly Connect. In the trigger window, search for Zoho Books and select it. Choose the trigger event as ‘New Invoice’. This will allow Pabbly Connect to listen for new invoices created in Zoho Books.

• Select the Zoho Books app in Pabbly Connect.
• Set the trigger event to New Invoice.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Zoho Books account. Navigate to Settings > Automation > Workflow Actions and select Webhooks. Click on ‘New Webhook’ and paste the URL you copied. Name it ‘Pabbly Connect’ and select the module as ‘Invoice’. Set the method to POST and save the webhook.

3. Creating a Workflow Rule in Zoho Books

Now, you need to set up a workflow rule in Zoho Books to trigger the webhook. In the Workflow Rules section, click on ‘New Workflow Rule’. Name your rule (e.g., ‘New Invoices’) and select the Invoice module again.

Select the event type as ‘Event Based’ and choose ‘When Invoice is Created’. Click on ‘Next’ and skip adding filters. For Action Type, select ‘Webhooks’ and choose the webhook you just created. Click ‘Save’ to finalize the rule.

With this setup, whenever a new invoice is created in Zoho Books, it will automatically send the details to Pabbly Connect using the webhook. To test this, click on ‘Recapture Webhook Response’ in Pabbly Connect.

4. Adding Invoice Details to Google Sheets

Once the webhook is set up and tested, the next step is to add the invoice details into Google Sheets using Pabbly Connect. In the action window, search for Google Sheets and select it. Choose the action event as ‘Add New Row’.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet where you want to add the invoice details.
• Map the fields from Zoho Books to the respective columns in Google Sheets.

After connecting your Google Sheets account, select the specific spreadsheet (e.g., ‘Zoho Books Invoice’) and the sheet (e.g., ‘Sheet1’). Map the invoice details received from Zoho Books to the corresponding columns in Google Sheets. This includes mapping fields like Invoice Number, Customer ID, Customer Name, and Total Amount.

5. Testing the Automation Workflow

Finally, it’s time to test the automation. Create a new invoice in your Zoho Books account. After saving the invoice, check your Google Sheets. You should see that the invoice details have been added as a new row.

This confirms that the integration is working perfectly. You can continue to create new invoices, and each time, the details will automatically populate in Google Sheets through Pabbly Connect. Additionally, you can clone this workflow for future use.

With this setup, you can efficiently manage your invoices and share them with your team without manual entry, thanks to the automation provided by Pabbly Connect.

Conclusion

This tutorial demonstrated how to add Zoho Books invoices into Google Sheets using Pabbly Connect. By following the steps outlined, you can automate your invoicing process and enhance team collaboration.