This instruction explains how to configure an integration that automatically transfers an order from Kladana to Zoho Books and creates a customer.
Make sure that both applications are connected to Albato before creating an automation.
How to create automation
Sign in to your Albato account. Go to the Automation section and click the Create new automation button.
The first step is to set up a trigger.
Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.
- Choose Kladana.
- Choose the Order has been created event.
- Specify you Kladana connection.
Delivery information is usually found in the counterparty card. To proceed, search for the counterparty in Kladana.
Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.
- Choose Kladana.
- Choose the Counterparty search event.
- Specify you Kladana connection.
To customize the step, fill in only one counterparty ID field from the list of values provided in the Kladana - Order has been created step.
Now move on to the next step. To do this, click on + and then select Action.
- Choose Zoho Books
- Choose the Create a customer event.
- Specify you Zoho Books.
In the additional parameters choose the Organization.
Fill in the fields in the Create a Customer step.
The name of the contact is the only required field. Customize the other fields as needed.
Click theSave button.
To transfer the list of products from the order, add the Rows gluing tool to the automation.
Now you're all set!
If you have questions about setting up integrations, contact our technical support through the the live chat on our website.
