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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Created" from SuperOps MSP.

Add your action

An action happens after the trigger—such as "Create Customer" in Zoho Books.

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Zapier seamlessly connects SuperOps MSP and Zoho Books, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Client Created
Triggers when a new client is created.
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Client Updated
Triggers when an existing client is updated.
Trigger
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Client User Deleted
Triggers when a new client user is deleted.
Trigger
Instant
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Invoice Created
Triggers when a new invoice is created.
Trigger
Instant
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Quote Created
Triggers when a new quote is created.
Trigger
Instant
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Ticket Created
Triggers when a new ticket_create is created.
Trigger
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Ticket Reply Received
Triggers when a reply is received on a ticket.
Trigger
Instant
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Ticket Updated
Triggers when an existing ticket is updated.
Trigger
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- Name
  Required
- Stage
- Status
- Email Domains
- Account Manager User ID
- Technician Groups
- Custom Fields
- Site name
  Required
- Is the Site working 24X7 ?
  Required
- Day
- Start time in HH:MM
- End time in HH:MM
- Identifier for Holiday List for the Site local test
- Timezone Code for the Site
  Required
- Address Line 1
- Address Line 2
- Address Line 3
- Site's Postal Code
- Site's Postal Code
- Site's Contact Number
Action
Write
- Client Account ID
  Required
- Site
  Required
- Description
- Quote Date
  Required
- Expiry Date
  Required
- Status
  Required
- Additional Discount
- Service Item ID
  Required
- Details
- Quantity
  Required
- Unit Price
  Required
- Discount Amount
- Discount Rate
- Taxable
- Tax ID
- Title
- Memo
- Footer
Action
Write
- Service Item ID
  Required
- Billable
- After Hours
- Quantity
  Required
- Unit Price
  Required
- Bill Date & Time
- Notes
- Work Item ID
  Required
- Module
- Technician
Action
Write
- Client IDs
  Required
Action
Write
- Client User ID
  Required
- First Name
  Required
- Last Name
- Email
  Required
- Site's Contact Number
- Reporting Manager
- Site
- Role
- Custom Fields
Action
Write
- Quote ID
  Required
- Additional Discount Rate
- Additional Discount
- Item ID
- Details
- Quantity
- Unit Price
- Discount Rate
- Discount Amount
- Service Item ID
- Details
- Quantity
  Required
- Unit Price
  Required
- Discount Amount
- Discount Rate
- Taxable
- Tax ID
- Item ID
- Expiry Date
  Required
- Title
- Memo
- Footer
- Description
- Status
  Required
Action
Write
- Item name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
- Client
  Required
Action
Search
- Client User ID
  Required
Action
Search
- Quote ID
  Required
Action
Search
- Ticket ID
  Required
Action
Search
- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Full Line Item Rate
  Required
- Quantity
  Required
- Full Line Items Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Name
  Required
- Description
- Full Line Item Rate
  Required
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- Organization
  Required
- Invoice Number
Action
Search

Client Deleted
Triggers when an existing client is deleted.
Trigger
Instant
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Client User Created
Triggers when a new client user is created.
Trigger
Instant
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Client User Updated
Triggers when a new client user is updated.
Trigger
Instant
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Invoice Updated
Triggers when an existing invoice is updated.
Trigger
Instant
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Quote Updated
Triggers when an existing quote is updated.
Trigger
Instant
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Ticket Deleted
Triggers when a ticket is deleted.
Trigger
Instant
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Ticket Reply Sent
Triggers when a reply is sent to a ticket.
Trigger
Instant
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Worklog Created
Triggers when a new worklog is created.
Trigger
Instant
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- First Name
  Required
- Last Name
- Email
  Required
- Site's Contact Number
- Reporting Manager
- Role
- Client
  Required
- Site
  Required
- Custom Fields
Action
Write
- Subject
  Required
- Description
- Client Account ID
  Required
- Site
  Required
- Requester
- Specify the additional requesters to be added.
- Technician Group
- Technician
- Specify the followers to be added
- Specify the assets to be added
- Status
- Ticket Source
  Required
- Priority
- Impact
- Urgency
- Category
- Subcategory
- Cause
- Subcause
- Resolution Code
- Custom Fields
- Sub Source
- Request Type
  Required
Action
Write
- Client User ID
  Required
- Forget PII
Action
Write
- Client Account ID
  Required
- Name
  Required
- Stage
- Status
- Email Domains
- Account Manager
- Primary Contact
- Secondary Contact
- Headquarters Site
- Technician Groups
- Delete Technician Groups
- Custom Fields
Action
Write
- Invoice ID
  Required
- Status
  Required
- Invoice Date
- Due Date
- Payment Date
- Payment Method
- Payment Reference
- Invoice Payment Term
- Payment Link
Action
Write
- Ticket ID
  Required
- Subject
  Required
- Status
- Client Account ID
  Required
- Request Type
  Required
- Site
  Required
- Requester
- Technician Group
- Technician
- Specify the additional requesters to be added.
- Specify the additional requester to be removed
- Specify the followers to be added
- Specify the followers to be removed
- Priority
- Impact
- Urgency
- Category
- Subcategory
- Cause
- Subcause
- Resolution Code
- Sub Source
- Custom Fields
Action
Write
- Name
  Required
Action
Search
- Client
  Required
- Site name
  Required
Action
Search
- Client
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Tax Id
Action
Search
- Worklog Item Id
  Required
Action
Search
- Organization
  Required
Trigger
Instant
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- Status
- Organization
  Required
Trigger
Instant
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- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- Company Name
- First Name
- Last Name
- Email
  Required
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Name
  Required
- Description
- Quantity
  Required
- Full Line Item Rate
  Required
- Full Line Items Discount
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- Vat Treatment
- Tax Treatment
- Reference Number
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect SuperOps MSP and Zoho Books to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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Learn about AI automation

About SuperOps MSP

SuperOps MSP is a future-ready, unified PSA-RMM platform for modern MSPs

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Related categories

IT Operations

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.