Custom Buttons

Custom Buttons

Custom buttons allow you to add buttons to Zoho Books modules that can trigger custom actions, navigate to URLs, or execute custom functions when clicked.

Download Custom Buttons OpenAPI Document

Create a custom button

Create a new custom button for a module.
OAuth Scope : ZohoBooks.settings.CREATE

Arguments

button_name
string
(Required)
Name of the custom button.
entity
string
(Required)
The module/entity this custom button is associated with.
location
string
Location where the button should appear.

Query Parameters

organization_id
string
(Required)
ID of the organization

Request Example

Click to copy
parameters_data='{"field1":"value1","field2":"value2"}'; headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"); response = invokeUrl [ url: "https://www.zohoapis.com/books/v3/settings/custombuttons?organization_id=10234695" type: POST headers: headers_data content-type: application/json parameters: parameters_data connection: <connection_name> ]; info response;
OkHttpClient client = new OkHttpClient(); MediaType mediaType = MediaType.parse("application/json"); RequestBody body = RequestBody.create(mediaType, "{\"field1\":\"value1\",\"field2\":\"value2\"}"); Request request = new Request.Builder() .url("https://www.zohoapis.com/books/v3/settings/custombuttons?organization_id=10234695") .post(body) .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f") .addHeader("content-type", "application/json") .build(); Response response = client.newCall(request).execute();
const options = { method: 'POST', headers: { Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f', 'content-type': 'application/json' }, body: '{"field1":"value1","field2":"value2"}' }; fetch('https://www.zohoapis.com/books/v3/settings/custombuttons?organization_id=10234695', options) .then(response => response.json()) .then(response => console.log(response)) .catch(err => console.error(err));
import http.client conn = http.client.HTTPSConnection("www.zohoapis.com") payload = "{\"field1\":\"value1\",\"field2\":\"value2\"}" headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f", 'content-type': "application/json" } conn.request("POST", "/books/v3/settings/custombuttons?organization_id=10234695", payload, headers) res = conn.getresponse() data = res.read() print(data.decode("utf-8"))
const http = require("https"); const options = { "method": "POST", "hostname": "www.zohoapis.com", "port": null, "path": "/books/v3/settings/custombuttons?organization_id=10234695", "headers": { "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f", "content-type": "application/json" } }; const req = http.request(options, function (res) { const chunks = []; res.on("data", function (chunk) { chunks.push(chunk); }); res.on("end", function () { const body = Buffer.concat(chunks); console.log(body.toString()); }); }); req.write(JSON.stringify({field1: 'value1', field2: 'value2'})); req.end();
curl --request POST \ --url 'https://www.zohoapis.com/books/v3/settings/custombuttons?organization_id=10234695' \ --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f' \ --header 'content-type: application/json' \ --data '{"field1":"value1","field2":"value2"}'

Body Parameters

Click to copy
{ "button_name": "Send to CRM", "entity": "invoice", "location": "detail_page" }

Response Example

{ "code": 0, "message": "The custom button has been created.", "custom_button": { "custombutton_id": "982000000567001", "button_name": "Send to CRM", "entity": "invoice", "location": "detail_page", "is_active": true } }

List custom buttons

List all the custom buttons configured for the organization.
OAuth Scope : ZohoBooks.settings.READ

Query Parameters

organization_id
string
(Required)
ID of the organization
filter_by
string
Filter custom buttons by entity type.
page
integer
Page number for pagination. Default is 1.
per_page
integer
Number of records per page. Default is 200.

Request Example

Click to copy
headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"); response = invokeUrl [ url: "https://www.zohoapis.com/books/v3/settings/custombuttons?organization_id=10234695" type: GET headers: headers_data connection: <connection_name> ]; info response;
OkHttpClient client = new OkHttpClient(); Request request = new Request.Builder() .url("https://www.zohoapis.com/books/v3/settings/custombuttons?organization_id=10234695") .get() .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f") .build(); Response response = client.newCall(request).execute();
const options = { method: 'GET', headers: { Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f' } }; fetch('https://www.zohoapis.com/books/v3/settings/custombuttons?organization_id=10234695', options) .then(response => response.json()) .then(response => console.log(response)) .catch(err => console.error(err));
import http.client conn = http.client.HTTPSConnection("www.zohoapis.com") headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" } conn.request("GET", "/books/v3/settings/custombuttons?organization_id=10234695", headers=headers) res = conn.getresponse() data = res.read() print(data.decode("utf-8"))
const http = require("https"); const options = { "method": "GET", "hostname": "www.zohoapis.com", "port": null, "path": "/books/v3/settings/custombuttons?organization_id=10234695", "headers": { "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" } }; const req = http.request(options, function (res) { const chunks = []; res.on("data", function (chunk) { chunks.push(chunk); }); res.on("end", function () { const body = Buffer.concat(chunks); console.log(body.toString()); }); }); req.end();
curl --request GET \ --url 'https://www.zohoapis.com/books/v3/settings/custombuttons?organization_id=10234695' \ --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'

Response Example

{ "code": 0, "message": "success", "custom_buttons": [ { "custombutton_id": "982000000567001", "button_name": "Send to CRM", "entity": "invoice", "location": "detail_page", "is_active": true }, {...}, {...} ] }

Update a custom button

Update an existing custom button.
OAuth Scope : ZohoBooks.settings.UPDATE

Arguments

button_name
string
Name of the custom button.
location
string
Location where the button should appear.

Path Parameters

custombutton_id
string
(Required)
Unique identifier of the custom button.

Query Parameters

organization_id
string
(Required)
ID of the organization

Request Example

Click to copy
parameters_data='{"field1":"value1","field2":"value2"}'; headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"); response = invokeUrl [ url: "https://www.zohoapis.com/books/v3/settings/custombuttons/982000000567001?organization_id=10234695" type: PUT headers: headers_data content-type: application/json parameters: parameters_data connection: <connection_name> ]; info response;
OkHttpClient client = new OkHttpClient(); MediaType mediaType = MediaType.parse("application/json"); RequestBody body = RequestBody.create(mediaType, "{\"field1\":\"value1\",\"field2\":\"value2\"}"); Request request = new Request.Builder() .url("https://www.zohoapis.com/books/v3/settings/custombuttons/982000000567001?organization_id=10234695") .put(body) .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f") .addHeader("content-type", "application/json") .build(); Response response = client.newCall(request).execute();
const options = { method: 'PUT', headers: { Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f', 'content-type': 'application/json' }, body: '{"field1":"value1","field2":"value2"}' }; fetch('https://www.zohoapis.com/books/v3/settings/custombuttons/982000000567001?organization_id=10234695', options) .then(response => response.json()) .then(response => console.log(response)) .catch(err => console.error(err));
import http.client conn = http.client.HTTPSConnection("www.zohoapis.com") payload = "{\"field1\":\"value1\",\"field2\":\"value2\"}" headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f", 'content-type': "application/json" } conn.request("PUT", "/books/v3/settings/custombuttons/982000000567001?organization_id=10234695", payload, headers) res = conn.getresponse() data = res.read() print(data.decode("utf-8"))
const http = require("https"); const options = { "method": "PUT", "hostname": "www.zohoapis.com", "port": null, "path": "/books/v3/settings/custombuttons/982000000567001?organization_id=10234695", "headers": { "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f", "content-type": "application/json" } }; const req = http.request(options, function (res) { const chunks = []; res.on("data", function (chunk) { chunks.push(chunk); }); res.on("end", function () { const body = Buffer.concat(chunks); console.log(body.toString()); }); }); req.write(JSON.stringify({field1: 'value1', field2: 'value2'})); req.end();
curl --request PUT \ --url 'https://www.zohoapis.com/books/v3/settings/custombuttons/982000000567001?organization_id=10234695' \ --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f' \ --header 'content-type: application/json' \ --data '{"field1":"value1","field2":"value2"}'

Body Parameters

Click to copy
{ "button_name": "Send to CRM", "location": "detail_page" }

Response Example

{ "code": 0, "message": "The custom button has been updated.", "custom_button": { "custombutton_id": "982000000567001", "button_name": "Send to CRM", "entity": "invoice", "location": "detail_page", "is_active": true } }

Get a custom button

Get the details of a specific custom button.
OAuth Scope : ZohoBooks.settings.READ

Path Parameters

custombutton_id
string
(Required)
Unique identifier of the custom button.

Query Parameters

organization_id
string
(Required)
ID of the organization

Request Example

Click to copy
headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"); response = invokeUrl [ url: "https://www.zohoapis.com/books/v3/settings/custombuttons/982000000567001?organization_id=10234695" type: GET headers: headers_data connection: <connection_name> ]; info response;
OkHttpClient client = new OkHttpClient(); Request request = new Request.Builder() .url("https://www.zohoapis.com/books/v3/settings/custombuttons/982000000567001?organization_id=10234695") .get() .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f") .build(); Response response = client.newCall(request).execute();
const options = { method: 'GET', headers: { Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f' } }; fetch('https://www.zohoapis.com/books/v3/settings/custombuttons/982000000567001?organization_id=10234695', options) .then(response => response.json()) .then(response => console.log(response)) .catch(err => console.error(err));
import http.client conn = http.client.HTTPSConnection("www.zohoapis.com") headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" } conn.request("GET", "/books/v3/settings/custombuttons/982000000567001?organization_id=10234695", headers=headers) res = conn.getresponse() data = res.read() print(data.decode("utf-8"))
const http = require("https"); const options = { "method": "GET", "hostname": "www.zohoapis.com", "port": null, "path": "/books/v3/settings/custombuttons/982000000567001?organization_id=10234695", "headers": { "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" } }; const req = http.request(options, function (res) { const chunks = []; res.on("data", function (chunk) { chunks.push(chunk); }); res.on("end", function () { const body = Buffer.concat(chunks); console.log(body.toString()); }); }); req.end();
curl --request GET \ --url 'https://www.zohoapis.com/books/v3/settings/custombuttons/982000000567001?organization_id=10234695' \ --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'

Response Example

{ "code": 0, "message": "success", "custom_button": { "custombutton_id": "982000000567001", "button_name": "Send to CRM", "entity": "invoice", "location": "detail_page", "is_active": true } }

Delete a custom button

Delete an existing custom button.
OAuth Scope : ZohoBooks.settings.DELETE

Path Parameters

custombutton_id
string
(Required)
Unique identifier of the custom button.

Query Parameters

organization_id
string
(Required)
ID of the organization

Request Example

Click to copy
headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"); response = invokeUrl [ url: "https://www.zohoapis.com/books/v3/settings/custombuttons/982000000567001?organization_id=10234695" type: DELETE headers: headers_data connection: <connection_name> ]; info response;
OkHttpClient client = new OkHttpClient(); Request request = new Request.Builder() .url("https://www.zohoapis.com/books/v3/settings/custombuttons/982000000567001?organization_id=10234695") .delete(null) .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f") .build(); Response response = client.newCall(request).execute();
const options = { method: 'DELETE', headers: { Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f' } }; fetch('https://www.zohoapis.com/books/v3/settings/custombuttons/982000000567001?organization_id=10234695', options) .then(response => response.json()) .then(response => console.log(response)) .catch(err => console.error(err));
import http.client conn = http.client.HTTPSConnection("www.zohoapis.com") headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" } conn.request("DELETE", "/books/v3/settings/custombuttons/982000000567001?organization_id=10234695", headers=headers) res = conn.getresponse() data = res.read() print(data.decode("utf-8"))
const http = require("https"); const options = { "method": "DELETE", "hostname": "www.zohoapis.com", "port": null, "path": "/books/v3/settings/custombuttons/982000000567001?organization_id=10234695", "headers": { "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" } }; const req = http.request(options, function (res) { const chunks = []; res.on("data", function (chunk) { chunks.push(chunk); }); res.on("end", function () { const body = Buffer.concat(chunks); console.log(body.toString()); }); }); req.end();
curl --request DELETE \ --url 'https://www.zohoapis.com/books/v3/settings/custombuttons/982000000567001?organization_id=10234695' \ --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'

Response Example

{ "code": 0, "message": "The custom button has been deleted." }

List custom buttons meta

Get the meta information of custom buttons available for a specific entity and page view. This is used to render buttons on entity detail or list pages.
OAuth Scope : ZohoBooks.settings.READ

Query Parameters

organization_id
string
(Required)
ID of the organization
entity_type
string
Entity type to filter buttons for (e.g., invoice, contact, bill).
page_view
string
Page view context. Allowed values: all, details_page, list_page, list_page_utility_menu and list_page_bulkaction_menu.
entity_id
string
Entity ID to check button availability for.

Request Example

Click to copy
headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"); response = invokeUrl [ url: "https://www.zohoapis.com/books/v3/custombuttons/meta?organization_id=10234695" type: GET headers: headers_data connection: <connection_name> ]; info response;
OkHttpClient client = new OkHttpClient(); Request request = new Request.Builder() .url("https://www.zohoapis.com/books/v3/custombuttons/meta?organization_id=10234695") .get() .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f") .build(); Response response = client.newCall(request).execute();
const options = { method: 'GET', headers: { Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f' } }; fetch('https://www.zohoapis.com/books/v3/custombuttons/meta?organization_id=10234695', options) .then(response => response.json()) .then(response => console.log(response)) .catch(err => console.error(err));
import http.client conn = http.client.HTTPSConnection("www.zohoapis.com") headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" } conn.request("GET", "/books/v3/custombuttons/meta?organization_id=10234695", headers=headers) res = conn.getresponse() data = res.read() print(data.decode("utf-8"))
const http = require("https"); const options = { "method": "GET", "hostname": "www.zohoapis.com", "port": null, "path": "/books/v3/custombuttons/meta?organization_id=10234695", "headers": { "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" } }; const req = http.request(options, function (res) { const chunks = []; res.on("data", function (chunk) { chunks.push(chunk); }); res.on("end", function () { const body = Buffer.concat(chunks); console.log(body.toString()); }); }); req.end();
curl --request GET \ --url 'https://www.zohoapis.com/books/v3/custombuttons/meta?organization_id=10234695' \ --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'

Response Example

{ "code": 0, "message": "success", "custom_buttons": [ { "custombutton_id": "982000000567001", "button_name": "Send to CRM", "entity": "invoice", "location": "detail_page", "is_active": true }, {...}, {...} ] }

Get custom button history

Get the details of a specific custom button execution history entry.
OAuth Scope : ZohoBooks.settings.READ

Path Parameters

history_id
string
(Required)
Unique identifier of the history entry.

Query Parameters

organization_id
string
(Required)
ID of the organization

Request Example

Click to copy
headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f"); response = invokeUrl [ url: "https://www.zohoapis.com/books/v3/settings/custombuttons/histories/982000000567050?organization_id=10234695" type: GET headers: headers_data connection: <connection_name> ]; info response;
OkHttpClient client = new OkHttpClient(); Request request = new Request.Builder() .url("https://www.zohoapis.com/books/v3/settings/custombuttons/histories/982000000567050?organization_id=10234695") .get() .addHeader("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f") .build(); Response response = client.newCall(request).execute();
const options = { method: 'GET', headers: { Authorization: 'Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f' } }; fetch('https://www.zohoapis.com/books/v3/settings/custombuttons/histories/982000000567050?organization_id=10234695', options) .then(response => response.json()) .then(response => console.log(response)) .catch(err => console.error(err));
import http.client conn = http.client.HTTPSConnection("www.zohoapis.com") headers = { 'Authorization': "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" } conn.request("GET", "/books/v3/settings/custombuttons/histories/982000000567050?organization_id=10234695", headers=headers) res = conn.getresponse() data = res.read() print(data.decode("utf-8"))
const http = require("https"); const options = { "method": "GET", "hostname": "www.zohoapis.com", "port": null, "path": "/books/v3/settings/custombuttons/histories/982000000567050?organization_id=10234695", "headers": { "Authorization": "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f" } }; const req = http.request(options, function (res) { const chunks = []; res.on("data", function (chunk) { chunks.push(chunk); }); res.on("end", function () { const body = Buffer.concat(chunks); console.log(body.toString()); }); }); req.end();
curl --request GET \ --url 'https://www.zohoapis.com/books/v3/settings/custombuttons/histories/982000000567050?organization_id=10234695' \ --header 'Authorization: Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f'

Response Example

{ "code": 0, "message": "success", "custom_button_history": { "history_id": "982000000567050", "custombutton_id": "982000000567001", "execution_time": "2024-01-15T10:30:00+0530", "status": "success" } }