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TemplatesAdd customer from Bigcommerce to Zoho Books
EcommerceAccounting

Add customer from Bigcommerce to Zoho Books

BigCommerce → Zoho Books

Apps Required

BigCommerce
Zoho Books
Build Your Own
Workflow dashboard
No-code and low-code platform
BigCommerce
Zoho Books
Apps:2 connected
Steps:5 steps

Explore how the templates work

1

Trigger on new customer in BigCommerce

The workflow starts when a new customer is created in BigCommerce, using a scheduled trigger to check for new records.

2

Get customer addresses from BigCommerce

Retrieve the customer's billing and shipping addresses from BigCommerce.

3

Get contact by email in Zoho Books

Fetch the contact in Zoho Books using the customer's email address from BigCommerce.

4

Decision: Contact exists?

Check if the contact exists in Zoho Books. If not, proceed to create; if yes, skip creation.

5

Create new contact in Zoho Books

Create a new contact in Zoho Books with company name, contact name, address details, and contact persons from BigCommerce.

Select an App to View Supported Features

ModulesTrigger
Customers updatedTrigger when customers are updated in BigCommerce.
New orders createdTrigger when new orders are created in BigCommerce.
Products updatedTrigger with modified date when products are updated in BigCommerce.
New customers createdTrigger when new customers are created in BigCommerce.

Streamline Your Order Process with Automation

Automated customer creation

Automatically add new customers from BigCommerce to Zoho Books, ensuring accounting data stays current.

1

2

Accurate address mapping

Billing and shipping addresses are mapped from BigCommerce to Zoho Books, reducing errors.

Duplicate prevention

Contact existence check prevents duplicate creation in Zoho Books.

3

4

Real-time master data alignment

Keep Zoho Books aligned with BigCommerce customer master data in real time.

1

Automated customer creation

Automatically add new customers from BigCommerce to Zoho Books, ensuring accounting data stays current.

2

Accurate address mapping

Billing and shipping addresses are mapped from BigCommerce to Zoho Books, reducing errors.

3

Duplicate prevention

Contact existence check prevents duplicate creation in Zoho Books.

4

Real-time master data alignment

Keep Zoho Books aligned with BigCommerce customer master data in real time.

Ready to Automate?

Connect your apps and start automating with this template.

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Frequently Asked Questions

Common questions about this automation template.

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