## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/au/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Integrate Zoho Books with Zapier

Zapier is a web-based automation service that connects different apps. Whenever you perform a task in one application, you can automatically trigger a related action in the other application.

When you integrate with Zapier, you can connect your Zoho Books organization with over 8,000 third-party applications to automate repetitive tasks like creating invoices, updating customer details, and more. This helps keep your data consistent across apps.

## How the Integration Works

Once you integrate Zoho Books with Zapier, you can create **Zaps** in your Zapier account. A Zap is a workflow that connects apps and automates tasks. Each Zap starts with a trigger and performs one or more actions.

A **Trigger** is an event that starts a Zap. The following triggers are supported in Zoho Books:

*   New Customer - When a new customer is created
*   New Estimate - When a new quote is created
*   New Expense - When a new expense is created
*   New Item - When a new item is created
*   New Sales Invoice - When a new invoice is created

An **Action** is an event a Zap performs after the trigger event occurs. The following create and search actions are supported in Zoho Books:

**Create**

*   Create Customer - Creates a new Customer
*   Create Estimate - Creates a new Estimate/Quote
*   Create Item - Creates a new Item
*   Create Sales Invoice - Creates a new Invoice
*   API Request (Beta) - Makes a raw HTTP request

**Search**

*   Find Invoice - Finds an existing Invoice

**Scenario:** Patricia is the Sales Manager at Zylker Corporation, a web design company. She wants all the customers that are created in her Zoho Books organization to be added to her MailChimp account as well so that she can send them promotional emails about the latest offers. To do this, she creates a Zap with the following trigger and action:

**Trigger**: New Customer (Zoho Books)

**Action**: Add/Update Subscriber (MailChimp)

**Scenario:** Bailey runs a startup that sells printed materials. She wants to automatically create a new item in her Zoho Books organisation whenever she adds a new item entry as a row in Google Sheets. So she creates a Zap with the trigger and action as follows:

**Trigger**: Create Spreadsheet Row (Google Sheets)

**Action**: New Item (Zoho Books)

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## Set up the Integration

**Prerequisites:** Ensure that you already have a Zapier account to proceed with the integration. If you don’t have an account, [create one](https://zapier.com/sign-up).

To integrate with Zapier:

*   Go to Settings.
    
*   Select Other Apps under _Integrations & Marketplace_.
    
*   Click Try Now next to _Zapier_. You’ll be redirected to the Zapier’s website.
    
    ![Integrate Zapier](/books/help/images/integrations/zapier/zapier-integrate.png)
*   Click **Login** in the top right corner of the page.
    
*   Enter your **Email** and click **Continue.**
    
    ![Integrate Zapier](/books/help/images/integrations/zapier/enter-email.png)
*   Enter your **Password** and click **Continue.**
    
    ![Integrate Zapier](/books/help/images/integrations/zapier/enter-password.png)

Your Zoho Books organization will now be integrated with Zapier. You’ll be redirected to Zapier’s _Home page_.

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## Create a Zap

Consider you want to create a new row in Google Sheets whenever a customer is created in Zoho Books. In this case, the trigger event is **New Customer** in _Zoho Books_, and the action event is **New Row** in _Google Sheets_. You can automate this workflow by creating a Zap. To do so:

*   Click **\+ Create** in the top left.

![Create A Zap](/books/help/images/integrations/zapier/create-zap.png)

*   Select **Zaps.**
*   Click **Trigger** and search for Zoho Books.

![Search Zoho Books](/books/help/images/integrations/zapier/search-books.png)

*   Select **Zoho Books** and right pane will appear.
*   Under _Setup,_ select **New Customer** as _Trigger event_.

![Trigger Setup](/books/help/images/integrations/zapier/trigger-setup.png)

*   Select your existing Zoho Books account as **Account**.  
    Or,  
    Click **\+ Connect a new account** to add a new one.
    
    *   In the next page, select the **Sub Domain** and **Domain**.
    
    ![Access Zoho Books](/books/help/images/integrations/zapier/access-books.png)
    *   Click **Yes, Continue to Zoho Books**.
    *   Check the box to accept the terms and click **Accept**.
    *   Click **Continue**.
*   Under _Configure,_ select the **Organization** for which you are creating the Zap.
    
    ![Trigger Configure](/books/help/images/integrations/zapier/trigger-configure.png)
*   Click **Continue**.
    
*   Click **Test trigger** to load recent customer records from Zoho Books.
    
    ![Trigger Test](/books/help/images/integrations/zapier/trigger-test.png)
*   Select a record to test with and click **Continue with selected record**.
    
*   For action, search for **Google Sheets** and select it.
    
    ![Search Google Sheets](/books/help/images/integrations/zapier/search-sheets.png)
*   Under _Setup,_ select **Create Spreadsheet Row** as _Action event._
    
*   Select your existing Google account as **Account**. Or, click **\+ Connect a new account** to add a new one.
    
*   Click **Continue**.
    
*   Under _Configure_, select the **Spreadsheet** and **Worksheet**.
    
    ![Action Configure](/books/help/images/integrations/zapier/action-configure.png)
*   Click **Continue**.
    
*   Under _Test,_ click **Test step** if you want to create a test row in Google Sheets. Or, click **Skip test**.
    
*   Click **Publish**.
    

Once published, for every customer added in Zoho Books, your Zap will be triggered and a new row will be created in Google Sheets.

**Note:** If you choose Zoho Books as the Action app for a Zap, a [new workflow action and rule will be created](https://www.zoho.com/in/au/books/help/settings/automation.html#workflow-rules) and activated in your organization. If that action or rule is deleted, the Zap will fail.

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## Make Custom API Request

Other than the predefined actions in Zoho Books, you can create Zaps to perform additional actions using HTTP API requests.

For example, consider you want to create a new vendor in Zoho Books using API, whenever a new row is added in Google Sheets. In this case, the trigger event is a **New Spreadsheet Row** in _Google Sheets_, and the action event is **API Request (Beta)** in _Zoho Books_. You can automate this workflow by creating a Zap in your Zapier account. To do so:

*   Click **\+ Create** in the top left.
*   Select **Zaps**.
*   For trigger, click **Trigger** and search for Google Sheets.
*   Select **Google Sheets** and a the right pane will appear.
*   Under _Setup,_ select **New Spreadsheet Row** as _Trigger event._

![API Trigger Setup](/books/help/images/integrations/zapier/api-trigger-setup.png)

*   Select your existing Google account as **Account**. Or, click **\+ Connect a new account** to add a new one.
*   Click **Continue**.
*   Under _Configure,_ select the **Spreadsheet** and **Worksheet**.

![API Trigger Configure](/books/help/images/integrations/zapier/api-trigger-configure.png)

*   Click **Continue**.
*   Click **Test trigger** to load the most recent records.
*   Select the record to test with and click **Continue with selected record**.

![API Trigger Test](/books/help/images/integrations/zapier/api-trigger-test.png)

*   For action, search for **Zoho Books** and select it.
    
*   Under _Setup,_ select **API Request (Beta)** as _Action_ _event_.
    
    ![API Action Setup](/books/help/images/integrations/zapier/api-action-setup.png)
*   Select your existing Zoho Books account as **Account**. Or,  
    Click **\+ Connect a new account** to add a new one.  
    
    *   In the next page, select the **Sub Domain** and **Domain**.
    *   Click **Yes, Continue to Zoho Books**.
    *   Check the box to accept the terms and click **Accept**.
*   Click **Continue**.
    
*   Under _Configure,_ select the **HTTP** Method as POST.
    
    ![API Action Configure](/books/help/images/integrations/zapier/api-action-configure.png)

**Note:** You can refer to [Zoho Books API Docs](https://www.zoho.com/books/api/v3/contacts/#create-a-contact) for more information about the request, body parameters and the arguments.

*   Enter **URL** as [https://www.zohoapis.com/books/v3/contacts](https://www.zohoapis.com/books/v3/contacts).
    
*   Enter **Query string parameters** as organization\_id and your organization ID.
    
*   Enter **Body** to send raw JSON data for your API call, adjusting the arguments mapping as per your requirements.
    
    ![API Action Configure Body](/books/help/images/integrations/zapier/api-action-configure-body.png)
*   Click **Continue.**
    
*   Under _Test,_ click **Test step** if you want to create a test customer in Zoho Books. Or, click **Skip test** if you want to skip.
    
    ![API Action Test](/books/help/images/integrations/zapier/api-action-test.png)
*   Click **Publish**. Once published, for every row you add in Google Sheets, your Zap will be triggered, and a new vendor will be created in Zoho Books by API requests.
    

* * *

## Delete a Zap

When you feel that you don’t need a Zap anymore, you can delete it by following these simple steps:

*   Go to the dashboard of your Zapier account.
    
*   Click **Assets** in the left sidebar.
    
*   Select **Zaps** under list of _Assets_.
    
*   Click the **More** icon next to the Zap you want to delete.
    
    ![Delete A Zap](/books/help/images/integrations/zapier/delete-zap.png)
*   Click **Delete**.
    
*   In the pop-up that appears, click **Delete Zap**.
    

Your Zap will be deleted. The automated workflow will not execute when a Zap is deleted or unpublished.

**Note:** If the user who created a Zap is deleted from your organization, the action event will fail. Another user must again integrate the Zap to Zapier using the same credentials.