Zoho Books

Use Zoho Flow to integrate Zoho Books with 550+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect Zoho Books with your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt Zoho Books integration flows to get started

Create an invoice in Zoho Books for new a order in Zoho Backstage.

Use this flow

Create contacts in Zoho Books for new leads in Zoho CRM

Use this flow

Send sales invoice from Zoho Books for new form submissions in Zoho Forms.

Use this flow
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Zoho Books supports following triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice updated

Triggers when an existing invoice is updated

Project created

Triggers when a new project is created

Customer payment received

Triggers when a new payment is made by a customer

Bill updated

Triggers when an existing bill is updated

Recurring invoice updated

Triggers when the details of an existing recurring invoice are updated

Recurring invoice created

Triggers when a new recurring invoice is created

Vendor payment made

Triggers when a vendor payment is made

Account transaction added

Triggers when a new account transaction is added

Vendor created

Triggers when a new vendor is created

Credit note created

Triggers when a new credit note is created in the selected organization

Sales order created

Triggers when a sales order is created

Customer payment updated

Triggers when a payment made by a customer is updated

Item updated

Triggers when an existing item is updated

Account updated

Triggers when the details of an account in the selected organization are updated

Funds transferred to another account

Triggers when funds are transferred from one account to another

Recurring expense created

Triggers when a new recurring expense is created

Purchase order updated

Triggers when the details of an existing purchase order are updated

Vendor updated

Triggers when the details of an existing vendor is updated

Estimate created

Triggers when a new estimate is created

Retainer invoice created

Triggers when a retainer invoice is created

Project updated

Triggers when an existing project is updated

Time entry created

Triggers when a new time entry is created

Invoice created

Triggers when a new invoice is created

Recurring bill updated

Triggers when the details of an existing recurring bill is updated

Estimate updated

Triggers when an existing estimate is updated

Customer updated

Triggers when the details of a customer are updated

Customer created

Triggers when a new customer is created

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Item created

Triggers when a new item is created

Recurring bill created

Triggers when a new recurring bill is created

Delivery challan updated

Triggers when the details of an existing delivery challan are updated

Expense created

Triggers when a new expense is created

Sales order updated

Triggers when the details of an existing sales order are updated

Account created

Triggers when an account is created in the selected organization

Purchase order created

Triggers when a new purchase order is created

Delivery challan created

Triggers when a new delivery challan is created

Expense updated

Triggers when an existing expense is updated

Credit note updated

Triggers when the details of an existing credit note are updated

Vendor credit created

Triggers when a new vendor credit is created

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Vendor credit updated

Triggers when the details of an existing vendor credit are updated

Custom module entry created

Triggers when a new custom module entry is created

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Bill created

Triggers when a new bill is created

Custom module entry updated

Triggers when the details of an existing module entry are updated

Time entry updated

Triggers when an existing time entry is updated

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All Actions - Action are the automated tasks

Add comment to bill

Adds a comment to the specified bill

Request payment information

Requests payment information from the specified contact

Create retainer invoice

Creates a new retainer invoice

Create currency adjustment

Creates a currency adjustment for all open transactions on the specified date

Refund credit note

Refunds credit note by ID

Create sales order

Creates a new sales order

Add address

Adds an address to a customer or vendor contact

Send invoice

Sends an existing invoice by email

Create bill

Creates a new bill

Create recurring expense

Creates a new recurring expense

Add comment to customer

Adds a comment to the specified customer

Create public share link

Creates a public share link for the selected module

Add comment to vendor

Adds a comment to the specified vendor

Create delivery challan

Creates a new delivery challan

Create account

Creates a new account in the selected organization

Create journal

Creates a new journal

Create estimate

Creates a new estimate

Record customer payment

Records a payment for an existing customer invoice

Create recurring invoice

Creates a new recurring invoice

Add comment to purchase order

Adds a comment to the specified purchase order

Add comment to vendor credit

Adds a comment to the specified vendor credit

Create expense

Creates a new expense

Add comment to retainer invoice

Adds a comment to the specified retainer invoice

Create sales person

Creates a new sales person

Create invoice

Creates a new invoice

Send purchase order

Sends an existing purchase order by email

Create purchase order

Creates a new purchase order

Create recurring bill

Creates a new recurring bill

Add comment to credit note

Adds a comment to the specified credit note

Create time entry

Creates a new time entry

Create project

Creates a new project

Send retainer invoice

Sends an existing retainer invoice by email

Create custom module entry

Creates a new custom module entry

Create item

Creates a new item

Add comment to estimate

Adds a comment to the specified estimate

Send credit note

Sends the specified credit note to a recipient

Create contact person

Creates a new contact person

Create payment link

Creates a new payment link

Create vendor credit

Creates a new vendor credit

Create bank transaction

Creates a new bank transaction

Add comment to invoice

Adds a comment to the specified invoice

Create task

Creates a new task

Add user

Adds a new user

Enable portal access

Enables portal access for the specified customer or vendor

Create customer

Creates a new customer

Create vendor

Creates a new vendor

Mark as primary contact person

Marks the specified contact as the primary contact of the company

Create credit note

Creates a new credit note

Add comment to project

Adds a comment to the specified project

Send sales order

Sends an existing sales order by email

Record vendor payment

Records a payment for an existing vendor invoice

Record retainer invoice payment

Records payment for an existing retainer invoice

Add comment to sales order

Adds a comment to the specified sales order

Create inventory adjustment

Creates a new inventory adjustment

Send estimate

Sends an existing estimate to the specified recipients

Update invoice

Updates the details of an existing invoice

Update purchase order status

Updates the status of an existing purchase order

Update project status

Updates the status of an existing project

Update vendor

Updates the details of an existing vendor

Submit or approve credit note

Submits or approves an existing credit note

Update customer

Updates the details of an existing customer

Submit or approve retainer invoice

Submits or approves an existing retainer invoice

Submit or approve estimate

Submits or approves an existing estimate

Apply retainer invoice to invoice

Adds a retainer invoice to the specified invoice

Update user status

Updates the status of an existing user

Update project

Updates the details of an existing project

Update sales order

Updates the details of an existing sales order

Update vendor credit status

Updates the details of an existing credit status

Update payment link

Updates the details of an existing payment link

Reject purchase order

Rejects an existing purchase order

Update address

Updates the details of an existing customer or vendor address

Update credit note

Updates the details of an existing credit note

Stop or resume recurring invoice

Stops or resumes an existing recurring invoice

Update sales order status

Updates the status of an existing sales order

Update recurring bill

Updates the details of an existing recurring bill

Reject credit note

Rejects an existing credit note

Reject retainer invoice

Rejects an existing retainer invoice

Submit or approve purchase order

Submits or approves an existing purchase order

Apply credit to invoice

Adds a credit note to the specified invoice

Reject vendor credit

Rejects an existing vendor credit

Stop or resume recurring bill

Stops or resumes an existing recurring bill

Update invoice status

Updates the status of an existing invoice

Reject sales order

Rejects an existing sales order

Update task

Updates the details of an existing task

Submit or approve bill

Submits or approves an existing bill

Update expense

Updates the details of an existing expense

Update credit note status

Updates the status of an existing credit note

Update bill status

Updates the status of an existing bill

Update journal

Updates the details of an existing journal

Update custom module entry

Updates the details of a existing custom module entry

Stop or resume recurring expense

Stops or resumes an existing recurring expense

Update recurring invoice

Updates the details of an existing recurring invoice

Lock transactions

Prevents transaction details prior to the selected date from being modified or deleted

Update account

Updates the details of an account in the selected organization

Update estimate

Updates the details of an existing estimate

Update retainer invoice status

Updates the details of an existing retainer invoice

Update purchase order

Updates the details of an existing purchase order

Update vendor credit

Updates the details of an existing vendor credit

Reject bill

Rejects an existing bill

Update user

Updates the details of an existing user

Update retainer invoice

Updates the details of an existing retainer invoice

Reject invoice

Rejects an existing invoice

Submit or approve sales order

Submits or approves an existing sales order

Submit or approve vendor credit

Submits or approves an existing vendor credit

Update bill

Updates the details of an existing bill

Unlock transaction

Unlocks the locked transactions to allow for modification or deletion

Update delivery challan

Updates the details of an existing delivery challan

Submit or approve invoice

Submits or approves an existing invoice

Reject estimate

Rejects an existing estimate

Update contact status

Updates the status of an existing customer or vendor

Update contact person

Updates the details of an existing contact person

Update estimate status

Updates the status of an existing estimate

Update recurring expense

Updates the details of an existing recurring expense

Update time entry

Updates an existing time entry

Update item

Updates the details of an existing item

Fetch delivery challan

Fetches the details of an existing delivery challan

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch user

Fetches the details of an existing user by email address

Fetch project

Fetches the details of an existing project by name

Fetch account

Fetches the details of an existing account by its ID

Fetch estimate

Fetches the details of an existing estimate by its number

Fetch bill

Fetches the details of an existing bill

Fetch sales order

Fetches the details of an existing sales order by number

Fetch recurring expense

Fetches the details of an existing recurring expense by profile name

Fetch journal

Fetches the details of an existing journal

Fetch bank account

Fetches the details of an existing bank account

Fetch customer

Fetches the details of an existing customer

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch vendor

Fetches the details of an existing vendor

Fetch item

Fetches the details of an existing item by its ID, number or name.

Fetch vendor payment

Fetches the details of an existing vendor payment

Fetch expense

Fetches an existing expense by ID or reference number. If the expense does not exist, you can choose to create a new one.

Fetch inventory adjustment

Fetches the details of an existing inventory adjustment

Fetch recurring invoice

Fetches the details of an existing recurring invoice by profile name

Fetch vendor credit

Fetches the details of an existing vendor credit

Fetch invoice

Fetches the details of an existing invoice

Fetch credit note

Fetches the details of an existing credit note by number

Fetch recurring bill

Fetches the details of an existing recurring bill

Fetch retainer invoice

Fetches the details of an existing retainer invoice by number

Fetch purchase order

Fetches the details of an existing purchase order by its number

Fetch customer payment

Fetches the details of an existing customer payment

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    What is Zoho Books?

    Zoho Books is online accounting software to manage your accounting, inventory and to file your GST returns. You can manage your contacts, set up rules to categorize banking transactions, make informed decisions based on accurate reports, and keep track of every expense.

    Categories : Accounting, New, Zoho

    What is Zoho Flow?

    Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

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    Testimonial

    Louis CastellanoCEO, Lakeside CNC Group

    “Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations.” Know more

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