Zoho Books

App Description

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.

Category : Zoho, Accounting

Triggers

Updated estimate

Triggers when an existing estimate is updated

Updated sales order

Triggers when an existing sales order is updated

New estimate

Triggers when a new estimate is created

Updated bill

Triggers when an existing bill is updated

Updated purchase order

Triggers when the details of an existing purchase order are updated

Updated item

Triggers when an existing item is updated

Updated invoice

Triggers when an existing invoice is updated

New sales invoice

Triggers when a new sales invoice is created

New item

Triggers when a new item is created

New bill

Triggers when a new bill is created

Updated contact

Triggers when an existing contact is updated

New contact

Triggers when a new contact is created

New purchase order

Triggers when a new purchase order is created

Updated expense

Triggers when an existing expense is updated

New expense

Triggers when a new expense is created

New sales invoice for item

Triggers when new sales invoice is created for the selected item

New sales order

Triggers when a new sales order is created

Actions

Create sales invoice

Creates a new sales invoice

Create estimate

Creates a new estimate

Create credit note

Creates a new credit note

Add or update salesperson

Adds or updates details of a salesperson

Create bill

Creates a new bill

Record payment

Records a payment for an existing invoice

Create recurring expense

Creates a new recurring expense

Create retainer invoice

Creates a new retainer invoice

Create bank transaction

Creates a new bank transaction

Create sales order

Creates a new sales order

Create purchase order

Creates a new purchase order

Create item

Creates a new item

Create expense

Creates a new expense

Create contact

Creates a new contact

Add comment to estimate

Adds a comment to the specified estimate

Send invoice

Sends an existing invoice through email

Create recurring invoice

Creates a new recurring invoice

Mark invoice as sent

Marks the specified invoice as sent

Create project

Creates a new project

Update item

Updates the details of an existing item

Update credit note

Updates the details of an existing credit note

Update expense

Updates the details of an existing expense

Update project

Updates the details of an existing project

Update sales invoice

Updates the details of an existing sales invoice

Update retainer invoice

Updates the details of an existing retainer invoice

Update recurring expense

Updates the details of an existing recurring expense

Update bill

Updates the details of an existing bill

Create inventory adjustment

Creates an inventory adjustment

Update sales order

Updates the details of an existing sales order

Update estimate status

Updates the status of the specified estimate

Update estimate

Updates an existing estimate

Update contact

Updates the details of an existing contact

Update purchase order

Updates the details of an existing purchase order

Update recurring invoice

Updates the details of an existing recurring invoice

Fetch project

Fetches the details of an existing project by name

Fetch invoice - By number

Fetches the details of an existing invoice by number

Fetch credit note

Fetches the details of an existing credit note by number

Fetch user

Fetches the details of an existing user by email address

Fetch recurring invoice

Fetches the details of an existing recurring invoice by profile name

Fetch bill - By number

Fetches the details of an existing bill by number

Fetch recurring expense

Fetches the details of an existing recurring expense by profile name

Fetch invoice - By CRM potential ID

Fetches the details of an existing invoice by CRM potential ID

Fetch purchase order

Fetches the details of an existing purchase order by number

Fetch bill - By ID

Fetches the details of an existing bill by ID

Fetch retainer invoice

Fetches the details of an existing retainer invoice by number

Fetch salesperson

Fetches the details of a salesperson by name or email. If the salesperson does not exist, you can choose to create a new one.

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch invoice - By ID

Fetches the details of an existing invoice by its ID

Fetch contact

Fetches a contact by email address, contact ID, or name. If the contact does not exist, you can choose to create a new one.

Fetch item - By name

Fetches an item by its name. If the item does not exist, you can choose to create a new one

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 estimate

Fetches the details of an existing estimate by ID

Fetch item - By ID

Fetches an item by specified ID. If the item does not exist, you can choose to create a new one.

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.