I want to be able to add zoho books sale orders items into google sheets, so each line item is a new row on a sheet. There does not seem to be a trigger for zoho books sales order. Is there any workaround for this?
How do I add Zoho Books sale order items to Google Sheets as new rows?
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Hi
Welcome to community.
While Zoho Books does not have a direct trigger for sales invoice items, there is a workaround you can use with Zapier.
- First, you'll need to create a Zap that triggers when creating “New Sales Invoice in Zoho Books”.
- Next, use the “Find Record” action in Zoho Books to find the sales order items associated with the new sales invoice.
- Then, use the “Create Spreadsheet Row” action in Google Sheets to add each line item to a new row in your sheet.
Depending on the number of line items in your sales invoice, you may need to use a Looping function. This is because each line item needs to be added to a new row in Google Sheets.
This workaround should help you achieve what you're looking to do. If you need further assistance, please feel free to ask.
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