![]() Select the organization that contains the contact person you want to update. Set the maximum limit of contact persons Integromat will return during one execution cycle. ![]() Map or select the Contact ID you want to list contact persons from. Select the organization that contains the contact persons you want to list. Map or select the Contact ID of the contact that contains the contact person.Įnter (map) the Contact Person ID of the contact person you want to retrieve details about. Select the organization that contains the contact person you want to retrieve information about. Retrieves details for a specified contact person. Select the Yes option to enable the client portal access. Map or select the Contact ID of the contact you want to assign the contact person to.Įnter the department to which the person belongs. Map or select the Contact ID of the contact you want to delete.Ĭreates and assigns a contact person to the existing contact. ![]() Select the organization that contains the contact you want to delete. Please find the descriptions of the fields in the Create a Contact section above. Map or select the Contact ID of the contact you want to update. Select the organization that contains the contact you want to update. Select the parameter you want to filter results by. Returns only contacts that contain entered text in the contact name or in the comments fields. Select the status you want to use to filter the contacts. Set the maximum number of contacts Integromat will return during one execution cycle. Here you can define the search criteria for your search.įor example, the following search returns all contacts whose email address contains " ". Returns contacts based on the filter settings. Map or select the Contact ID of the contact you want to retrieve information about. Select the organization you want to retrieve the contact from. Here you can add the primary contact for the new contact. default value for 15 days is "Net 15 Days".Įnter remarks about the payment made by the contact.Įnter the contact's Facebook account URL. Invoice due date will be calculated based on this.Įnter a custom label for the payment term specified above to override the default payment term label. Select the Yes option to allow client portal access for this contact.Ĭontact persons in the Contact Persons field must be added in order to use this function.Įnter the net payment term for the contact. Select the organization you want to create a contact for.Įnter the language code for the customer.Įnter the contact type. ![]() ConnectionĮstablish a connection to your Zoho Books account. Create a ContactĬreates a new customer contact. Please see the Setting Up Zoho Books Webhooks section. Triggers when a customer is created, edited or deleted. Triggers when a vendor is created, edited or deleted. ( Reference: Zoho Books API Documentation.) Contacts Watch Vendor To connect your Zoho Books account to Integromat select your region and follow the general instructions for Connecting to services.Īfter you click the Continue button, Integromat will redirect you to the Zoho Books website where you will be prompted to grant Integromat access to your account.Ĭonfirm the dialog by clicking the Accept button. The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory! Connecting Zoho Books to Integromat
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