# Integrating Kladana with Zoho Books for automated order handling — Albato Help Center

Source: https://albato.com/wiki/articles/kladana-and-zoho-books-streamline-order-processing

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# Integrating Kladana with Zoho Books for automated order handling

Last update:  
22/5/2026 · 3 min read

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IN THIS ARTICLE

This instruction explains how to configure an [integration that automatically transfers an order from Kladana to Zoho Books](https://albato.com/connect/kladana-with-zoho_books) and creates a customer.

Make sure that both applications are connected to Albato before creating an automation.

[How to connect Kladana.](https://albato.com/blog/publications/kladana-cloud-erp-automation)

[How to connect Zoho Books.](https://albato.com/blog/publications/connect-zoho-books-to-albato)

### How to create automation

Sign in to your Albato account. Go to the **Automation** section and click the **Create new automation** button.

Example.png

The first step is to set up a trigger.

Kl&Wt.png

> 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**.

Kl&ZB.png

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**.

Kl&Wt (3).png

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.

Kl&ZB (3).png

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.

Kl&ZB (2).png

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 the**Save** button.

Kl&Wc.png

To transfer the list of products from the order, add the [Rows gluing](https://albato.com/blog/publications/rows-gluing-tool) 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.

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