+
Use Zoho Flow to integrate Agile CRM with Zoho Books, in atleast 573 different ways, without writing code. Automate any tasks that keep you away from what you do best.
CONNECT
Connect your apps and move data seamlessly
AUTOMATE
Automate redundant manual tasks and save your precious time and effort
ORCHESTRATE
Orchestrate your business process by integrating the apps you use efficiently
Explore prebuilt integration flows to get started
Create contacts in Zoho Books for new Agile CRM deals
Use this flowDidn't find the integration you are looking for? Create one yourself.
All Triggers - A trigger kickstarts the flow
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
New Task
Triggers when a new task is created
Project updated
Triggers when an existing project is updated
Item updated
Triggers when an existing item is updated
Recurring bill created
Triggers when a new recurring bill is created
Invoice updated
Triggers when an existing invoice is updated
Purchase order updated
Triggers when the details of an existing purchase order are updated
Recurring expense created
Triggers when a new recurring expense is created
Estimate created
Triggers when a new estimate is created
Vendor created
Triggers when a new vendor is created
Expense updated
Triggers when an existing expense is updated
Project created
Triggers when a new project is created
Customer payment updated
Triggers when a payment made by a customer is updated
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Expense created
Triggers when a new expense is created
Invoice created
Triggers when a new invoice is created
Time entry updated
Triggers when an existing time entry is updated
Vendor payment made
Triggers when a vendor payment is made
Vendor updated
Triggers when the details of an existing vendor is updated
Recurring invoice created
Triggers when a new recurring invoice is created
Time entry created
Triggers when a new time entry is created
Sales order created
Triggers when a sales order is created
Bill updated
Triggers when an existing bill is updated
Vendor credit created
Triggers when a new vendor credit is created
Customer payment received
Triggers when a new payment is made by a customer
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
Credit note created
Triggers when a new credit note is created in the selected organization
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
Customer updated
Triggers when the details of a customer are updated
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Funds transferred to another account
Triggers when funds are transferred from one account to another
Retainer invoice created
Triggers when a retainer invoice is created
Bill created
Triggers when a new bill is created
Sales order updated
Triggers when the details of an existing sales order are updated
Purchase order created
Triggers when a new purchase order is created
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Account updated
Triggers when the details of an account in the selected organization are updated
Credit note updated
Triggers when the details of an existing credit note are updated
Account created
Triggers when an account is created in the selected organization
Customer created
Triggers when a new customer is created
Item created
Triggers when a new item is created
Estimate updated
Triggers when an existing estimate is updated
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
All Actions - Action are the automated tasks
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Create Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Deal
Creates a new deal
Create inventory adjustment
Creates a new inventory adjustment
Add comment to vendor credit
Adds a comment to the specified vendor credit
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
Add comment to customer
Adds a comment to the specified customer
Create item
Creates a new item
Add comment to bill
Adds a comment to the specified bill
Add comment to sales order
Adds a comment to the specified sales order
Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
Create time entry
Creates a new time entry
Send purchase order
Sends an existing purchase order by email
Create retainer invoice
Creates a new retainer invoice
Create recurring bill
Creates a new recurring bill
Create estimate
Creates a new estimate
Create sales order
Creates a new sales order
Create recurring invoice
Creates a new recurring invoice
Add comment to project
Adds a comment to the specified project
Send sales order
Sends an existing sales order by email
Create vendor credit
Creates a new vendor credit
Record customer payment
Records a payment for an existing customer invoice
Create recurring expense
Creates a new recurring expense
Create vendor
Creates a new vendor
Refund credit note
Refunds credit note by ID
Create invoice
Creates a new invoice
Send estimate
Sends an existing estimate to the specified recipients
Create bank transaction
Creates a new bank transaction
Create account
Creates a new account in the selected organization
Create purchase order
Creates a new purchase order
Create bill
Creates a new bill
Create contact person
Creates a new contact person
Add comment to estimate
Adds a comment to the specified estimate
Record vendor payment
Records a payment for an existing vendor invoice
Add address
Adds an address to a customer or vendor contact
Create customer
Creates a new customer
Add comment to invoice
Adds a comment to the specified invoice
Create sales person
Creates a new sales person
Create journal
Creates a new journal
Send retainer invoice
Sends an existing retainer invoice by email
Add comment to purchase order
Adds a comment to the specified purchase order
Create project
Creates a new project
Send invoice
Sends an existing invoice by email
Add comment to vendor
Adds a comment to the specified vendor
Create expense
Creates a new expense
Create task
Creates a new task
Add comment to credit note
Adds a comment to the specified credit note
Create credit note
Creates a new credit note
Send credit note
Sends the specified credit note to a recipient
Update purchase order
Updates the details of an existing purchase order
Update account
Updates the details of an account in the selected organization
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
Update recurring bill
Updates the details of an existing recurring bill
Update estimate
Updates the details of an existing estimate
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Submit or approve vendor credit
Submits or approves an existing vendor credit
Update address
Updates the details of an existing customer or vendor address
Apply credit to invoice
Adds a credit note to the specified invoice
Submit or approve bill
Submits or approves an existing bill
Update customer
Updates the details of an existing customer
Submit or approve estimate
Submits or approves an existing estimate
Update bill status
Updates the status of an existing bill
Submit or approve purchase order
Submits or approves an existing purchase order
Update item
Updates the details of an existing item
Submit or approve invoice
Submits or approves an existing invoice
Update credit note status
Updates the status of an existing credit note
Update vendor credit status
Updates the details of an existing credit status
Stop or resume recurring expense
Stops or resumes an existing recurring expense
Update estimate status
Updates the status of an existing estimate
Update expense
Updates the details of an existing expense
Submit or approve credit note
Submits or approves an existing credit note
Update invoice status
Updates the status of an existing invoice
Update recurring expense
Updates the details of an existing recurring expense
Update vendor
Updates the details of an existing vendor
Update contact person
Updates the details of an existing contact person
Update retainer invoice status
Updates the details of an existing retainer invoice
Update credit note
Updates the details of an existing credit note
Update purchase order status
Updates the status of an existing purchase order
Update sales order status
Updates the status of an existing sales order
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
Update bill
Updates the details of an existing bill
Update retainer invoice
Updates the details of an existing retainer invoice
Update sales order
Updates the details of an existing sales order
Update journal
Updates the details of an existing journal
Submit or approve sales order
Submits or approves an existing sales order
Update vendor credit
Stop or resume recurring bill
Stops or resumes an existing recurring bill
Convert sales order to invoice
Converts an existing sales order to an invoice
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 customer payment
Fetches the details of an existing customer payment
Update recurring invoice
Updates the details of an existing recurring invoice
Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
Fetch journal
Fetches the details of an existing journal
Fetch project
Fetches the details of an existing project by name
Fetch item
Fetches the details of an existing item by its ID, number or name.
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
Fetch user
Fetches the details of an existing user by email address
Fetch vendor
Fetches the details of an existing vendor
Fetch purchase order
Fetches the details of an existing purchase order by its number
Fetch estimate
Fetches the details of an existing estimate by its number
Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
Fetch vendor credit
Fetches the details of an existing vendor credit
Fetch sales order
Fetches the details of an existing sales order by number
Fetch account
Fetches the details of an existing account by its ID
Fetch customer
Fetches the details of an existing customer
Fetch recurring bill
Fetches the details of an existing recurring bill
Fetch credit note
Fetches the details of an existing credit note by number
Fetch vendor payment
Fetches the details of an existing vendor payment
Fetch invoice
Fetches the details of an existing invoice
Fetch bill
Fetches the details of an existing bill
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.
Start your 15 day free trial
Testimonial
“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
Watch Zoho Flow in action
