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

Learn how to automate adding Zoho Books invoices to Google Sheets with Pabbly Connect. Follow our detailed tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoho Books Invoices

To automate adding Zoho Books invoices in Google Sheets, you will first need to set up Pabbly Connect. This integration platform allows you to connect your Zoho Books account with Google Sheets seamlessly. Start by signing up for a free Pabbly Connect account if you haven’t done so already.

After logging into Pabbly Connect, create a new workflow. Click on the ‘Create Workflow’ button and name it something like ‘Zoho Books to Google Sheets’. Select the appropriate folder for your automation and click on ‘Create’ to proceed.

2. Connecting Zoho Books to Pabbly Connect

In this section, you will connect your Zoho Books account to Pabbly Connect. Start by selecting Zoho Books from the trigger app options. Choose the trigger event as ‘New Invoice’. This setup ensures that every time a new invoice is created in Zoho Books, it triggers the automation.

• Select Zoho Books as the app.
• Choose ‘New Invoice’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Zoho Books account to set up the webhook.

In Zoho Books, navigate to Settings > Automation > Workflow Rules. Click on ‘Create New Rule’ and select the Invoice module. Name your rule and set it to trigger when a new invoice is created. Use the copied webhook URL to connect it to Pabbly Connect.

3. Creating an Invoice in Zoho Books

Now that you have connected Zoho Books to Pabbly Connect, it’s time to create an invoice. Go to the Invoices section in Zoho Books and click on the ‘New Invoice’ button. Fill in the necessary details, such as customer name, invoice date, and product details.

After filling out the invoice, ensure to save it. As soon as you save the invoice, Pabbly Connect will receive the data through the webhook you set earlier. This process allows for real-time updates of your invoices in Google Sheets.

4. Adding Invoice Details to Google Sheets

With the invoice created, the next step is to add the invoice details to Google Sheets using Pabbly Connect. In the action step of your workflow, select Google Sheets as the action app and choose ‘Add New Row’ as the action event.

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

Make sure to map all relevant fields such as invoice number, customer name, total amount, and invoice URL. After mapping, click on ‘Save and Send Test Request’ to verify that the data is being sent correctly to Google Sheets.

5. Testing the Integration

To ensure that everything is working correctly, you need to test the integration. Create another invoice in Zoho Books and follow the same steps as before. Once you save the new invoice, check your Google Sheets.

If set up correctly, you should see the new invoice details appear in Google Sheets almost instantly. This confirms that Pabbly Connect is effectively automating the transfer of data from Zoho Books to Google Sheets.

Conclusion

In this tutorial, we demonstrated how to integrate Zoho Books with Google Sheets using Pabbly Connect. This automation streamlines your workflow by ensuring that all invoice details are automatically updated in Google Sheets, making it easier to share with your team. With Pabbly Connect, you can manage your invoicing process efficiently and effectively.