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
New contact
Triggers when a new contact is created
New estimate
Triggers when a new estimate is created
New item
Triggers when a new item is created
New sales invoice for item
Triggers when new sales invoice is created for the selected item
Updated bill
Triggers when an existing bill is updated
New sales invoice
Triggers when a new sales invoice is created
New sales order
Triggers when a new sales order is created
Updated invoice
Triggers when an existing invoice is updated
Updated contact
Triggers when an existing contact is updated
New expense
Triggers when a new expense is created
Updated sales order
Triggers when an existing sales order is updated
New bill
Triggers when a new bill is created
Updated item
Triggers when an existing item is updated
Updated estimate
Triggers when an existing estimate is updated
Updated expense
Triggers when an existing expense is updated
Actions
Create bank transaction
Creates a new bank transaction
Create bill
Creates a new bill
Create sales invoice
Creates a new sales invoice
Mark invoice as sent
Marks the specified invoice as sent
Create retainer invoice
Creates a new retainer invoice
Create expense
Creates a new expense
Create recurring invoice
Creates a new recurring invoice
Create sales order
Creates a new sales order
Record payment
Records a payment for an existing invoice
Create estimate
Creates a new estimate
Create item
Creates a new item
Create project
Creates a new project
Create contact
Creates a new contact
Add or update salesperson
Adds or updates details of a salesperson
Add comment to estimate
Adds a comment to the specified estimate
Create credit note
Creates a new credit note
Send invoice
Sends an existing invoice through email
Update sales invoice
Updates an existing sales invoice
Update expense
Updates an existing expense
Update item
Updates the details of an existing item
Update estimate
Updates an existing estimate
Update contact
Updates the details of an existing contact
Update sales order
Updates an existing sales order
Update project
Updates the details of an existing project
Update estimate status
Updates the status of the specified estimate
Fetch project
Fetches a project by name
Fetch bill
Fetches the details of an existing bill by ID
Fetch user
Fetches the details of an existing user by email
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 estimate
Fetches an estimate by specified 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 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 invoice
Fetches an invoice 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.
Convert sales order to invoice
Converts an existing sales order to an invoice
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.