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Send sales invoice from Zoho Books for new form submissions in Zoho Forms
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Create contacts in Zoho Books for new Agile CRM deals
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Create and send an invoice from Zoho Books for new bookings in Checkfront
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Add new Constant Contact contacts to Zoho Books
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Add new Hiveage contacts to Zoho Books
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Add new Loyverse items to Zoho Books
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Update Zoho Books contacts when payments are received in QuickBooks
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Create Zoho Book Contacts and Zoho Project tasks when quotes are accepted in Quotient
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Add Salesflare contacts to Zoho Books
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Create invoices in Zoho Books for new sales orders in Vend
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Create contacts in Zoho Books for new Wufoo form entries
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Create invoice in Zoho Books for new Order in Zoho Backstage.
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Create and send an invoice in Zoho Books when an appointment is booked in Zoho Bookings
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Add updated purchase orders in Zoho Books to a Google Sheets spreadsheet
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Send review invitations via Trustpilot for new orders in Zoho Books
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Post new invoices from Zoho Books to a Zoho Cliq channel
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Get messages in Slack about new invoices in Zoho Books
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Create Zoho Sheet rows for new expenses in Zoho Books
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Create contacts in Zoho Books for new leads in Zoho CRM
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Create and place contacts in ActiveTrail when leads created in Zoho CRM
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Create Zoho Books invoices for new Zoho Form entries
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Popular integrations
Zoho Forms
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Vend is point-of-sale and retail management software that helps you organize customer data and boost your product and inventory management processes. Category : Inventory ManagementWufoo
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Trustpilot is a review platform that helps your business collect and easily manage customer reviews. It also provides the tools to turn customer feedback into business results. Category : Reviews, SurveyZoho Cliq
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Zoho Books supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Customer payment updated
Triggers when a payment made by a customer is updated
Recurring invoice created
Triggers when a new recurring invoice is created
Invoice created
Triggers when a new invoice is created
Estimate updated
Triggers when an existing estimate is updated
Customer updated
Triggers when the details of a customer are updated
Item updated
Triggers when an existing item is updated
Project created
Triggers when a new project is created
Purchase order created
Triggers when a new purchase order is created
Item created
Triggers when a new item is created
Recurring expense created
Triggers when a new recurring expense is created
Bill created
Triggers when a new bill is created
Funds transferred to another account
Triggers when funds are transferred from one account to another
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Vendor updated
Triggers when the details of an existing vendor is updated
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
Vendor created
Triggers when a new vendor is created
Bill updated
Triggers when an existing bill is updated
Invoice updated
Triggers when an existing invoice is updated
Custom module entry created
Triggers when a new custom module entry is created
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Customer payment received
Triggers when a new payment is made by a customer
Time entry created
Triggers when a new time entry is created
Sales order created
Triggers when a sales order is created
Vendor payment made
Triggers when a vendor payment is made
Credit note created
Triggers when a new credit note is created in the selected organization
Expense updated
Triggers when an existing expense is updated
Retainer invoice created
Triggers when a retainer invoice is created
Time entry updated
Triggers when an existing time entry is updated
Account transaction added
Triggers when a new account transaction is added
Recurring bill created
Triggers when a new recurring bill is created
Project updated
Triggers when an existing project is updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Purchase order updated
Triggers when the details of an existing purchase order are updated
Vendor credit created
Triggers when a new vendor credit is created
Delivery challan created
Triggers when a new delivery challan is created
Estimate created
Triggers when a new estimate is created
Custom module entry updated
Triggers when the details of an existing module entry are updated
Credit note updated
Triggers when the details of an existing credit note are updated
Delivery challan updated
Triggers when the details of an existing delivery challan are updated
Customer created
Triggers when a new customer is created
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
Account updated
Triggers when the details of an account in the selected organization are updated
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
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
Expense created
Triggers when a new expense is created
All Actions - Action are the automated tasks
Create recurring bill
Creates a new recurring bill
Request payment information
Requests payment information from the specified contact
Create invoice
Creates a new invoice
Create expense
Creates a new expense
Add comment to vendor credit
Adds a comment to the specified vendor credit
Add address
Adds an address to a customer or vendor contact
Record customer payment
Records a payment for an existing customer invoice
Send invoice
Sends an existing invoice by email
Create retainer invoice
Creates a new retainer invoice
Add comment to invoice
Adds a comment to the specified invoice
Create project
Creates a new project
Create vendor credit
Creates a new vendor credit
Add comment to bill
Adds a comment to the specified bill
Create bill
Creates a new bill
Add comment to customer
Adds a comment to the specified customer
Create account
Creates a new account in the selected organization
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
Add comment to vendor
Adds a comment to the specified vendor
Create contact person
Creates a new contact person
Create recurring invoice
Creates a new recurring invoice
Create bank transaction
Creates a new bank transaction
Add comment to credit note
Adds a comment to the specified credit note
Add user
Adds a new user
Create custom module entry
Creates a new custom module entry
Create time entry
Creates a new time entry
Create public share link
Creates a public share link for the selected module
Refund customer payment
Refunds the specified payment
Send purchase order
Sends an existing purchase order by email
Send estimate
Sends an existing estimate to the specified recipients
Create vendor
Creates a new vendor
Add comment to estimate
Adds a comment to the specified estimate
Record retainer invoice payment
Records payment for an existing retainer invoice
Create recurring expense
Creates a new recurring expense
Mark as primary contact person
Marks the specified contact as the primary contact of the company
Add comment to purchase order
Adds a comment to the specified purchase order
Create sales person
Creates a new sales person
Send sales order
Sends an existing sales order by email
Create estimate
Creates a new estimate
Refund credit note
Refunds credit note by ID
Create item
Creates a new item
Create purchase order
Creates a new purchase order
Create task
Creates a new task
Create payment link
Creates a new payment link
Create credit note
Creates a new credit note
Enable portal access
Enables portal access for the specified customer or vendor
Create inventory adjustment
Creates a new inventory adjustment
Create journal
Creates a new journal
Record vendor payment
Records a payment for an existing vendor invoice
Create delivery challan
Creates a new delivery challan
Create sales order
Creates a new sales order
Send credit note
Sends the specified credit note to a recipient
Send retainer invoice
Sends an existing retainer invoice by email
Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
Add comment to sales order
Adds a comment to the specified sales order
Create customer
Creates a new customer
Add comment to project
Adds a comment to the specified project
Reject credit note
Rejects an existing credit note
Update vendor credit
Updates the details of an existing vendor credit
Update bill status
Updates the status of an existing bill
Update sales order
Updates the details of an existing sales order
Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
Reject retainer invoice
Rejects an existing retainer invoice
Submit or approve credit note
Submits or approves an existing credit note
Reject estimate
Rejects an existing estimate
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
Update user status
Updates the status of an existing user
Apply credit to invoice
Adds a credit note to the specified invoice
Submit or approve sales order
Submits or approves an existing sales order
Update account
Updates the details of an account in the selected organization
Update payment link
Updates the details of an existing payment link
Reject sales order
Rejects an existing sales order
Update purchase order status
Updates the status of an existing purchase order
Update credit note status
Updates the status of an existing credit note
Update invoice
Updates the details of an existing invoice
Update recurring expense
Updates the details of an existing recurring expense
Update task
Updates the details of an existing task
Update invoice status
Updates the status of an existing invoice
Update journal
Updates the details of an existing journal
Update vendor
Updates the details of an existing vendor
Update address
Updates the details of an existing customer or vendor address
Update estimate
Updates the details of an existing estimate
Update retainer invoice
Updates the details of an existing retainer invoice
Update bill
Updates the details of an existing bill
Update recurring invoice
Updates the details of an existing recurring invoice
Submit or approve bill
Submits or approves an existing bill
Update contact status
Updates the status of an existing customer or vendor
Update recurring bill
Updates the details of an existing recurring bill
Update contact person
Updates the details of an existing contact person
Submit or approve vendor credit
Submits or approves an existing vendor credit
Update vendor credit status
Updates the details of an existing credit status
Reject invoice
Rejects an existing invoice
Reject purchase order
Rejects an existing purchase order
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
Update retainer invoice status
Updates the details of an existing retainer invoice
Update project status
Updates the status of an existing project
Stop or resume recurring expense
Stops or resumes an existing recurring expense
Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted
Submit or approve invoice
Submits or approves an existing invoice
Reject bill
Rejects an existing bill
Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
Submit or approve purchase order
Submits or approves an existing purchase order
Update user
Updates the details of an existing user
Update expense
Updates the details of an existing expense
Update customer
Updates the details of an existing customer
Reject vendor credit
Rejects an existing vendor credit
Update purchase order
Updates the details of an existing purchase order
Update credit note
Updates the details of an existing credit note
Stop or resume recurring bill
Stops or resumes an existing recurring bill
Update sales order status
Updates the status of an existing sales order
Update project
Updates the details of an existing project
Update time entry
Updates an existing time entry
Submit or approve estimate
Submits or approves an existing estimate
Update custom module entry
Updates the details of a existing custom module entry
Update item
Updates the details of an existing item
Update estimate status
Updates the status of an existing estimate
Update delivery challan
Updates the details of an existing delivery challan
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch credit note
Fetches the details of an existing credit note by number
Fetch item
Fetches the details of an existing item by its ID, number or name.
Fetch project
Fetches the details of an existing project by name
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 bank account
Fetches the details of an existing bank account
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
Fetch user
Fetches the details of an existing user by email address
Fetch customer
Fetches the details of an existing customer
Fetch bill
Fetches the details of an existing 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 sales order
Fetches the details of an existing sales order by number
Fetch delivery challan
Fetches the details of an existing delivery challan
Fetch journal
Fetches the details of an existing journal
Fetch customer payment
Fetches the details of an existing customer payment
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch vendor payment
Fetches the details of an existing vendor payment
Fetch recurring bill
Fetches the details of an existing recurring bill
Fetch estimate
Fetches the details of an existing estimate by its number
Fetch invoice
Fetches the details of an existing invoice
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
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 account
Fetches the details of an existing account by its ID
Fetch vendor
Fetches the details of an existing vendor
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 : Zoho, Proposals & Invoices, Popular, Accounting
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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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“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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