Zoho Books + Raisely Integration

Connect Zoho Books to Raisely - Automate your workflows in 1-click

Set up Zoho Books automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Set up Raisely automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Zoho Books & Raisely using Integrately.

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Ready Workflows For Zoho Books + Raisely Integration

Just click on the workflow you want to automate

Create Raisely person for new Zoho Books sales invoice

Zoho Books + Raisely Integration

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Create Raisely person for new Zoho Books customer

Zoho Books + Raisely Integration

Activate

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Create Your Own Zoho Books & Raisely Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Invoice is created in Zoho Books
Triggers the automation when any invoice is added or modified
Instant
Customer payment is created in Zoho Books
Triggers the automation when payment is made by customer
Instant
Vendor payment is created in Zoho Books
Triggers the automation when a vendor payment is created
Instant
Customer is created in Zoho Books
Triggers the automation when a new customer is created
Instant
Customer is updated in Zoho Books
Triggers the automation when customer details are updated
Instant
Sales order is created in Zoho Books
Triggers the automation when a sales order is created
Instant
Purchase order is created in Zoho Books
Triggers the automation when a new purchase order is created
Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
Instant
Expense is created in Zoho Books
Triggers the automation when a new expense is added
Instant
Item is created in Zoho Books
Triggers the automation when a new item is created
Instant
Bill is created in Zoho Books
Triggers the automation when a new bill is created
Instant
Credit note is created in Zoho Books
Triggers the automation when a new credit note is generated
Instant
Delivery challan is created in Zoho Books
Triggers the automation when a Delivery challan is created
Instant
Recurring bill is created in Zoho Books
Triggers the automation when a recurring bill is created
Instant
Recurring expense is created in Zoho Books
Triggers the automation when a recurring expense is created
Instant
Recurring invoice is created in Zoho Books
Triggers the automation when a recurring invoice is created
Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
Instant
Timesheet is created in Zoho Books
Triggers the automation when a timesheet is created
Instant
New campaign is created in Raisely
Triggers the automation when a new campaign is created
Donation is created in Raisely
Triggers the automation when donation is made
Instant
New interactions is created in Raisely
Triggers the automation when a new interaction is created
Person is created in Raisely
Triggers the automation when a new person is created
Instant
Profile is created in Raisely
Triggers the automation when a new profile is created
Instant

Search vendor in Zoho Books
Searches for a vendor
Create sales invoice in Zoho Books
Generates a new sales invoice with pre-filled details
Search invoice in Zoho Books
Locates and retrieves invoices with
Create customer in Zoho Books
Adds a new customer to the database
Search customer in Zoho Books
Locates and retrieves customer information
Get customer by id in Zoho Books
Retrieves customer information based on their id
Create item in Zoho Books
Generates a new item
Search item in Zoho Books
Locates and retrieves particular item information
Create estimate in Zoho Books
Adds a new contact to the contact list
Create sales order in Zoho Books
Generates a new sales order with pre-filled details
Get line items by sales order ID in Zoho Books
Retrieves line items associated with a sales order id
Update sales order in Zoho Books
Updates sales orders with the latest information
Create payment in Zoho Books
Generates and process a payment transaction
Search account in Zoho Books
Searches for account information
Create purchase order in Zoho Books
Generates a purchase order for approved requests
Create task in Zoho Books
Creates a new task
Create person in Raisely
Generates a new person
Search person in Raisely
Retrieves information about a person
Update person in Raisely
Updates the information of a person
Add tag in Raisely
Assigns tags to particular items
Create offline donation in Raisely
Logs a new offline donation
Add interaction in Raisely
Adds an interaction
Search tag in Raisely
Searches for a tag

3x-10x Less Expensive Than Popular Alternatives

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in $19.⁹⁹

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Integrate Zoho Books & Raisely In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Zoho Books or Raisely With 1200+ Other Apps

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