Use Zoho Flow to integrate Zoho Books with 400+ 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
AUTOMATE
Automate redundant manual tasks and save your precious time and effort
ORCHESTRATE
Orchestrate your business process by integrating the apps you use efficiently
Prebuilt Zoho Books integration flows to get started
Create contacts in Zoho Books for new Agile CRM deals
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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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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
Use this flowCreate Zoho Books contacts for new clients in Resource Guru
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Add Salesflare contacts to Zoho Books
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Create contacts in Zoho Books for new Wufoo form entries
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Add updated purchase orders in Zoho Books to a Google Sheets spreadsheet
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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
Use this flowDidn't find the Zoho Books integration you are looking for? Create one yourself.
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, Accounting
Triggers
Credit note added
Triggers when a new credit note is added in the selected organization
Sales invoice for item created
Triggers when new sales invoice is created for the selected item
Bill updated
Triggers when an existing bill is updated
Vendor added
Triggers when a new vendor is added in the selected organization
Bill created
Triggers when a new bill is created
Account added
Triggers when a new account is added in the selected organization
Sales order created
Triggers when a new sales order is created
Account updated
Triggers when the details of an account in the selected organization are updated
Estimate updated
Triggers when an existing estimate is updated
Invoice updated
Triggers when an existing invoice is updated
Time entry made
Triggers when there is a new time entry
Credit note updated
Triggers when the details of an existing credit note are updated
Sales order updated
Triggers when an existing sales order is updated
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
Item created
Triggers when a new item is created
Purchase order updated
Triggers when the details of an existing purchase order are updated
Purchase order created
Triggers when a new purchase order is created
Contact created
Triggers when a new contact is created
Expense updated
Triggers when an existing expense is updated
Payment made for vendor
Triggers when a new payment is recorded for the selected vendor
Payment made by customer
Triggers when a new payment is made by a customer
Item updated
Triggers when an existing item is updated
Customer updated
Triggers when an existing customer is updated
Sales invoice created
Triggers when a new sales invoice is created
Vendor updated
Triggers when the details of a vendor are updated
Actions
Record vendor payment
Records a payment for the specified vendor
Create estimate
Creates a new estimate
Update account
Updates the details of an account in the selected organization
Create recurring invoice
Creates a new recurring invoice
Create contact
Creates a new contact
Add or update salesperson
Adds or updates details of a salesperson
Record payment
Records a payment for an existing invoice
Add comment to contact
Adds a comment to the specified contact
Create bank transaction
Creates a new bank transaction
Create time entry
Creates a new time entry
Add comment to estimate
Adds a comment to the specified estimate
Create expense
Creates a new expense
Create recurring expense
Creates a new recurring expense
Refund credit note
Refunds credit note by ID
Email sales order
Emails an existing sales order
Create sales order
Creates a new sales order
Create credit note
Creates a new credit note
Create sales invoice
Creates a new sales invoice
Create purchase order
Creates a new purchase order
Send credit note
Sends the specified credit note to a recipient
Send invoice
Sends an existing invoice through email
Mark invoice as sent
Marks the specified invoice as sent
Create account
Creates a new account in the selected organization
Create task
Creates a new task in the selected project
Create retainer invoice
Creates a new retainer invoice
Add comment to sales order
Adds a comment to the specified sales order
Add comment to invoice
Adds a comment to the specified invoice
Create bill
Creates a new bill
Create project
Creates a new project
Create item
Creates a new item
Apply credit to invoice
Applies a credit note to the specified invoice
Update expense
Updates the details of an existing expense
Update purchase order
Updates the details of an existing purchase order
Update retainer invoice
Updates the details of an existing retainer invoice
Submit or approve invoice
Submits the specified invoice for approval or approves it
Update credit note
Updates the details of an existing credit note
Update item
Updates the details of an existing item
Update estimate status
Updates the status of the specified estimate
Update recurring expense
Updates the details of an existing recurring expense
Update project
Updates the details of an existing project
Update estimate
Updates an existing estimate
Update status of recurring invoice
Updates the status of the specified recurring invoice
Update purchase order status
Updates the status of the specified purchase order
Update contact
Updates the details of an existing contact
Send estimate
Sends an existing estimate to the specified recipients
Update invoice status
Updates the status of the specified invoice
Update recurring invoice
Updates the details of an existing recurring invoice
Update sales invoice
Updates the details of an existing sales invoice
Create inventory adjustment
Creates an inventory adjustment
Update sales order
Updates the details of an existing sales order
Update sales order status
Updates the status of the specified sales order
Update bill
Updates the details of an existing bill
Fetch estimate by number
Fetches the details of an existing estimate by its number
Fetch bill - By ID
Fetches the details of an existing bill by ID
Fetch invoice - By number
Fetches the details of an existing invoice by number
Fetch account
Fetches the details of an existing account by its ID
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 bill - By number
Fetches the details of an existing bill by number
Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
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 number
Fetch project
Fetches the details of an existing project by name
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
Fetch sales order
Fetches the details of an existing sales order by number
Fetch invoice - By CRM potential ID
Fetches the details of an existing invoice by CRM potential ID
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 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 ID
Fetches an item by specified ID. If the item does not exist, you can choose to create a new one.
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.
Fetch invoice - By ID
Fetches the details of an existing invoice by its ID
Fetch estimate by ID
Fetches the details of an existing estimate by ID
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.
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
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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.