Connect Zoho Books and Campaign Monitor
Integrate Zoho Books with Campaign Monitor to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Subscriber to Campaign Monitor when When a new sales invoice is created in Zoho Books
Unsubscribe from Campaign Monitor when When a new sales invoice is created in Zoho Books
Create Draft Campaign in Campaign Monitor when When a new sales invoice is created in Zoho Books
List Clients in Campaign-monitor when When a new sales invoice is created in Zoho Books
Get Billing Details from Campaign Monitor when When a new sales invoice is created in Zoho Books
Popular Zoho Books + Campaign Monitor flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Books
When this happens...
When a new sales invoice is created
When a sales invoice is updated
When a new estimate is created
When a new customer is created
Choose an action
Campaign Monitor
Automatically do this!
Add Subscriber
Unsubscribe
Create Draft Campaign
List Clients
Get Billing Details
Update a Subscriber
Add Subscriber to Campaign Monitor when When a new sales invoice is created in Zoho Books
Use this flowUnsubscribe from Campaign Monitor when When a new sales invoice is created in Zoho Books
Use this flowCreate Draft Campaign in Campaign Monitor when When a new sales invoice is created in Zoho Books
Use this flowList Clients in Campaign-monitor when When a new sales invoice is created in Zoho Books
Use this flowGet Billing Details from Campaign Monitor when When a new sales invoice is created in Zoho Books
Use this flowUpdate a Subscriber in Campaign Monitor when When a new sales invoice is created in Zoho Books
Use this flowAdd Subscriber to Campaign Monitor when When a sales invoice is updated in Zoho Books
Use this flowUnsubscribe from Campaign Monitor when When a sales invoice is updated in Zoho Books
Use this flowCreate Draft Campaign in Campaign Monitor when When a sales invoice is updated in Zoho Books
Use this flowList Clients in Campaign-monitor when When a sales invoice is updated in Zoho Books
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Books and Campaign Monitor.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new sales invoice is created
Runs the workflow automatically whenever a new sales invoice is created in your Zoho Books account.
When a sales invoice is updated
Runs the workflow automatically when a sales invoice is updated in the account.
When a new estimate is created
Runs the workflow automatically whenever a new estimate is created in the account.
When a new customer is created
Runs the workflow automatically whenever a new customer is created in the account.
New Subscriber
Triggers when a new subscriber is added to a designated list.
New Unsubscriber
Triggers when a subscriber unsubscribes from a list.
Do thisActions
Action is the task that follows automatically within your Zoho Books integrations.
Create Invoice
Create an invoice for a customer.
Create or Update Customer
Create or update a customer in Zoho Books.
Update Invoice
Update an existing invoice's customer, line items, taxes, discounts, shipping, tags, payment options, contact persons, or custom fields.
Find Invoices
Search Zoho Books for one or more invoices by ID, number, customer, amount, date, status, or text and return their details.
Create Product or Service
Add a new product or service to your catalog.
List Organizations
List your organizations, with options to return only active ones, search by a field (exact or partial match), and select specific fields.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn moreSimilar apps
About Campaign Monitor
Campaign Monitor is a powerful email marketing platform designed to help businesses create, send, and optimize their email campaigns. With a user-friendly interface and robust features, it enables marketers to engage their audience effectively and drive better results.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Books and Campaign Monitor accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho Books and Campaign Monitor as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Campaign Monitor. No coding required.
Yes. You can set up a workflow where Zoho Books triggers actions in Campaign Monitor, and a separate workflow where Campaign Monitor triggers actions in Zoho Books. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho Books and Campaign Monitor. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Books and Campaign Monitor integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.