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Zap integration from Clubworx to Zoho Books

  • January 15, 2025
  • 1 reply
  • 7 views

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.

I am trying to create a Zap integration from my Clubworx Member management software for our children’s fitness and entertainment facility. 

Presently, the ZAP ads members to the Zoho but does not create an invoice and payment receipt on Zoho. What setup can I do to create this trigger?

 

Regards,

General Manager- Kids Unlimited

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1 reply

JammerS
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  • Zapier Staff
  • 2259 replies
  • January 16, 2025

Hi ​@Kids Unlimited,

 

Welcome to the Community.

 

To integrate Clubworx with Zoho to create invoices and payment receipts, extend your Zap by adding steps in Zapier. Start with Clubworx as the trigger app and Zoho CRM to add the member. Then, add Zoho Invoice as an action app to create an invoice, using dynamic fields from Clubworx for invoice details. Next, add another Zoho Invoice action to make a payment linked to the invoice. Test the Zap and activate it. Each action counts as a task, so ensure your Zapier plan supports the workflow volume.

 

I hope this helps. If you have any other questions, don't hesitate to ask.