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Agile CRM integrations with Zoho Books

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

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 integration flows to get started

Create contacts in Zoho Books for new Agile CRM deals

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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

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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

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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.

Testimonial

Louis Castellano CEO, 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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