Order Desk integration with Zoho Books
How to Create customers in Zoho Books from new orders in Order Desk
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create customers in Zoho Books from new orders in Order Desk" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Order Desk integrations
Order Desk actions
Nekton can use any feature that is available in Order Desk API.
Using our advanced AI, you can easily create custom automations for Order Desk.
Here are some typical actions you can do in your automated workflows.
Create New Order
Create a new order in Order Desk.
Add Shipment
Add a shipment to an order at Order Desk
Change Tag
Change the tag on an order.
Get Order
Get details for a specific order from Order Desk
Add Order Note
Adds a note to the order
Change Folder
Change the order's folder.
About Order Desk
Order Desk's order management software allows you to customize your order management workflow.