Connect Recruiterflow and Zoho Books

Both apps 49Recruiterflow 25Zoho Books 24

• Trigger
  Deal Stage Changed

  Triggers when a deal moves to a new pipeline stage in Recruiterflow.

• Trigger
  New Candidate Created

  Triggers when a new candidate is added to Recruiterflow.

• Trigger
  New Contact Created

  Triggers when a new contact is added in Recruiterflow.

• Trigger
  New Deal Created

  Triggers when a new deal is created in Recruiterflow.

• Trigger
  Placement Record Created

  Triggers when a new placement record is created in Recruiterflow.

• Trigger
  Placement Record Updated

  Triggers when a placement record is created or edited in Recruiterflow.

• Action
  Add call

  Logs a call in Recruiterflow against candidates, clients, contacts, deals or jobs.

• Action
  Add candidate note

  Adds a note to a candidate record in Recruiterflow.

• Action
  Add candidate to job

  Adds a candidate to a job's pipeline, under the Sourced stage by default or as Applied.

• Action
  Add contact

  Creates a contact in Recruiterflow and returns the new contact's id.

• Action
  Add deal

  Creates a new deal in Recruiterflow with its amount, stage, owner, linked contacts and custom field values.

• Action
  Get candidate

  Returns a candidate's full profile, including contact details, jobs, files, notes and custom fields.

• Action
  Get client

  Returns a client company's full details, including contacts, open and closed jobs, notes and custom fields.

• Action
  Get contact

  Returns a contact's full record, including company, notes and custom fields.

• Action
  Get deal

  Returns the details of a single Recruiterflow deal, including its pipeline stage, owner, client company, amount and custom fields.

• Action
  List candidates

  Returns all candidates in the Recruiterflow account, optionally with their files and notes.

• Action
  List contacts

  Returns the contacts in your Recruiterflow account with their details and custom fields.

• Action
  List jobs

  Returns the jobs in your Recruiterflow account, optionally only open ones, with their details and custom fields.

• Action
  List users

  Returns all users in the Recruiterflow account, with their names, emails and roles.

• Action
  Update candidate

  Updates an existing candidate in Recruiterflow. Any field you fill in replaces that field's current value; fields left blank are not changed.

• Action
  Update candidate stage

  Moves a candidate to a stage in a job's pipeline in Recruiterflow.

• Action
  Update client

  Updates an existing client company in Recruiterflow, including its details, location, tags and custom fields.

• Action
  Update contact

  Updates an existing contact in Recruiterflow. Only the fields you fill in are changed; a filled-in field replaces its existing value.

• Action
  Update deal

  Updates an existing Recruiterflow deal's name, amount, stage, dates, owner, linked contacts and custom fields.

• Action
  Update job

  Updates an existing job in Recruiterflow, such as its title, status, openings, salary range, locations, hiring team or custom fields.

• Trigger
  New bill

  Triggered when a new bill is created

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Estimate

  Triggers when a new estimate is created.

• Trigger
  New Expense

  Triggers when an expense is created.

• Trigger
  New Item

  Triggers when a new item is created.

• Trigger
  New Sales Invoice

  Triggers when a new sales invoice is created.

• Action
  Add bill

  Creates a bill received from a vendor in Zoho Books.

• Action
  Add customer payment

  Record a customer payment.

• Action
  Add expense

  Create an expense.

• Action
  Create Customer

  Creates a new customer contact in a Zoho Books organization.

• Action
  Create Estimate

  Creates a new estimate.

• Action
  Create Item

  Creates a new item.

• Action
  Create Sales Invoice

  Creates a new sales invoice.

• Action
  Find customers by criteria

  Returns the customers in a Zoho Books organization that match the specified criteria (name, company, contact person, address, email, phone, status or free text).

• Action
  Find Invoice

  Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.

• Action
  Get Bill

  Returns one vendor bill from Zoho Books, including its number, vendor, status and total.

• Action
  Get customer

  Get a contact by id.

• Action
  Get Estimate

  Returns one estimate (quote) from Zoho Books, including its number, customer, status and total.

• Action
  Get Expense

  Returns one expense recorded in Zoho Books, including its amount, date and accounts.

• Action
  Get Item

  Returns one item from your Zoho Books item list, including its name, rate and description.

• Action
  Get sales invoice

  Retrieves the details of an existing invoice in Zoho Books.

• Action
  Update customer

  Updates an existing customer in Zoho Books. Only the fields you fill in are changed.

• Action
  Update item

  Update an item.

• Action
  Update sales invoice

  Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.