Integrate with Zapier

Integrate with Zapier

Integrate with Zapier

CustomBooks™ has partnered with Zapier and this allows you to connect CustomBooks™ to more than 500 applications to automate tasks.


About Zapier

Zapier enables you to automate tasks between other online apps (like Salesforce, Basecamp and Gmail). This helps you build integrations with CustomBooks™ without having to hire expensive developers and enduring long deployment times.


How it Works

Each zap consists of a trigger and an action. When the trigger happens, the action automatically gets completed. The trigger happens in one application and the action in another, or they can both happen in the same application. For example, you can set up the zap to automatically create a customer when a row in a Google sheet is added.


zapier1


    • Related Articles

    • Available Zapier Actions

      Available Zapier Actions CustomBooks™ provides the following actions that may be used in Zapier: Create Salesperson This action results in the creation of a new salesperson. The salesperson has one field: Salesperson name. Create Company This action ...

    • Recommended Zaps: New Product in CustomBooks™ from Hot Product in Product Hunt

      Product Hunt searches for the best new products, and with this Zap, your CustomBooks™ will include these products too! Your business will be ready to purchase or sell the latest exciting products. This Zap triggers when Product Hunt considers a ...

    • Recommended Zaps: Create new CustomBooks™ Customer with New Salesforce Account

      When a lead or a potential converts to an Account in your CRM , you’ve made the sale! You’ll need to create the company in your CustomBooks™ to track all of your amazing transactions. This zap will automatically create a new Customer in CustomBooks™ ...

    • Recommended Zaps: New CustomBooks™ Customer from New Facebook Lead Ad

      Facebook is only profitable social media platform because its ads deliver the best ROIs compared to their peers. With this Zap, new leads collected from your Facebook Ads will automatically be created as new Customers in CustomBooks™. How It Works A ...

    • AccountingSuite™ Release Updates, German Shepherd 1

       AccountingSuite™ Release Updates Our new Platform Upgrade enables AccountingSuite™ to be even faster, with new user interface improvements that create a seamless and more interactive experience - we all love that! Messages and Dialog boxes are ...