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Zoho Books

Use Zoho Flow to integrate Zoho Books with 450+ 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

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 Zoho Books integration flows to get started

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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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

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Create Zoho Books contacts for new clients in Resource Guru

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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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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

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Zoho Books supports following triggers and actions

All Triggers - A trigger kickstarts the flow

Sales invoice for item created

Triggers when new sales invoice is created for the selected item

Sales invoice created

Triggers when a new sales invoice is created

Contact created

Triggers when a new contact is created

Payment made by customer

Triggers when a new payment is made by a customer

Sales order created

Triggers when a new sales order is created

Invoice updated

Triggers when an existing invoice is updated

Bill created

Triggers when a new bill is created

Account updated

Triggers when the details of an account in the selected organization are updated

Bill updated

Triggers when an existing bill is updated

Account added

Triggers when a new account is added in the selected organization

Credit note added

Triggers when a new credit note is added in the selected organization

Vendor added

Triggers when a new vendor is added in the selected organization

Estimate created

Triggers when a new estimate is created

Purchase order created

Triggers when a new purchase order is created

Sales order updated

Triggers when an existing sales order is updated

Item created

Triggers when a new item is created

Time entry made

Triggers when there is a new time entry

Expense created

Triggers when a new expense is created

Estimate updated

Triggers when an existing estimate is updated

Credit note updated

Triggers when the details of an existing credit note are updated

Payment made for vendor

Triggers when a new payment is recorded for the selected vendor

Customer updated

Triggers when an existing customer is updated

Purchase order updated

Triggers when the details of an existing purchase order are updated

Expense updated

Triggers when an existing expense is updated

Item updated

Triggers when an existing item is updated

Vendor updated

Triggers when the details of a vendor are updated

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All Actions - Action are the automated tasks

Create account

Creates a new account in the selected organization

Create retainer invoice

Creates a new retainer invoice

Create recurring expense

Creates a new recurring expense

Create sales order

Creates a new sales order

Create recurring invoice

Creates a new recurring invoice

Update account

Updates the details of an account in the selected organization

Record vendor payment

Records a payment for the specified vendor

Add or update salesperson

Adds or updates details of a salesperson

Create bank transaction

Creates a new bank transaction

Create expense

Creates a new expense

Add comment to invoice

Adds a comment to the specified invoice

Apply credit to invoice

Applies a credit note to the specified invoice

Create item

Creates a new item

Create contact

Creates a new contact

Add comment to contact

Adds a comment to the specified contact

Add comment to sales order

Adds a comment to the specified sales order

Create project

Creates a new project

Email sales order

Emails an existing sales order

Create sales invoice

Creates a new sales invoice

Record payment

Records a payment for an existing invoice

Create time entry

Creates a new time entry

Add comment to estimate

Adds a comment to the specified estimate

Refund credit note

Refunds credit note by ID

Create credit note

Creates a new credit note

Send credit note

Sends the specified credit note to a recipient

Create estimate

Creates a new estimate

Create purchase order

Creates a new purchase order

Create task

Creates a new task in the selected project

Create bill

Creates a new bill

Mark invoice as sent

Marks the specified invoice as sent

Send invoice

Sends an existing invoice through email

Update purchase order status

Updates the status of the specified purchase order

Update invoice status

Updates the status of the specified invoice

Update sales order status

Updates the status of the specified sales order

Update purchase order

Updates the details of an existing purchase order

Create inventory adjustment

Creates an inventory adjustment

Update bill

Updates the details of an existing bill

Update recurring invoice

Updates the details of an existing recurring invoice

Update sales order

Updates the details of an existing sales order

Send estimate

Sends an existing estimate to the specified recipients

Update sales invoice

Updates the details of an existing sales invoice

Update estimate status

Updates the status of the specified estimate

Update estimate

Updates an existing estimate

Update credit note

Updates the details of an existing credit note

Update recurring expense

Updates the details of an existing recurring expense

Update retainer invoice

Updates the details of an existing retainer invoice

Update item

Updates the details of an existing item

Update expense

Updates the details of an existing expense

Submit or approve invoice

Submits the specified invoice for approval or approves it

Update contact

Updates the details of an existing contact

Update project

Updates the details of an existing project

Update status of recurring invoice

Updates the status of the specified recurring invoice

Fetch project

Fetches the details of an existing project by name

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 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 purchase order

Fetches the details of an existing purchase order by number

Fetch credit note

Fetches the details of an existing credit note by number

Fetch account

Fetches the details of an existing account by its ID

Fetch invoice - By CRM potential ID

Fetches the details of an existing invoice by CRM potential ID

Fetch estimate by number

Fetches the details of an existing estimate by its number

Fetch sales order

Fetches the details of an existing sales order by number

Fetch recurring expense

Fetches the details of an existing recurring expense by profile name

Fetch invoice - By number

Fetches the details of an existing invoice by number

Fetch user

Fetches the details of an existing user by email address

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 item - By ID

Fetches an item by specified ID. If the item 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 item - By name

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

Fetch estimate by ID

Fetches the details of an existing estimate by 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 invoice - By ID

Fetches the details of an existing invoice by its ID

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.

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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

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

Derek MurashigeCIO, Western Container Sales

“With webhook support and a rich ecosystem of business apps, Zoho Flow has helped us automate our order fulfillment process, and allowed us more control over data and its movement across apps. The platform is very intuitive and easy to use.”

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