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Zoho Books

Use Zoho Flow to integrate Zoho Books with 500+ 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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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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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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Zoho Books supports following triggers and actions

All Triggers - A trigger kickstarts the flow

Customer created

Triggers when a new customer is created

Project created

Triggers when a new project is created

Item updated

Triggers when an existing item is updated

Time entry created

Triggers when a new time entry is created

Funds transferred to another account

Triggers when funds are transferred from one account to another

Recurring invoice created

Triggers when a new recurring invoice is created

Recurring bill updated

Triggers when the details of an existing recurring bill is updated

Expense updated

Triggers when an existing expense is updated

Account created

Triggers when an account is created in the selected organization

Estimate created

Triggers when a new estimate is created

Purchase order updated

Triggers when the details of an existing purchase order are updated

Recurring expense created

Triggers when a new recurring expense is created

Credit note updated

Triggers when the details of an existing credit note are updated

Bill updated

Triggers when an existing bill is updated

Item created

Triggers when a new item is created

Invoice created

Triggers when a new invoice is created

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Account updated

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

Customer payment updated

Triggers when a payment made by a customer is updated

Credit note created

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

Invoice updated

Triggers when an existing invoice is updated

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Retainer invoice created

Triggers when a retainer invoice is created

Customer payment received

Triggers when a new payment is made by a customer

Estimate updated

Triggers when an existing estimate is updated

Project updated

Triggers when an existing project is updated

Time entry updated

Triggers when an existing time entry is updated

Purchase order created

Triggers when a new purchase order is created

Vendor payment made

Triggers when a vendor payment is made

Vendor created

Triggers when a new vendor is created

Vendor updated

Triggers when the details of an existing vendor is updated

Recurring bill created

Triggers when a new recurring bill is created

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Sales order updated

Triggers when the details of an existing sales order are updated

Expense created

Triggers when a new expense is created

Recurring invoice updated

Triggers when the details of an existing recurring invoice are updated

Customer updated

Triggers when the details of a customer are updated

Bill created

Triggers when a new bill is created

Sales order created

Triggers when a sales order is created

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All Actions - Action are the automated tasks

Create sales person

Creates a new sales person

Send sales order

Sends an existing sales order by email

Create recurring expense

Creates a new recurring expense

Add comment to bill

Adds a comment to the specified bill

Record customer payment

Records a payment for an existing customer invoice

Send purchase order

Sends an existing purchase order by email

Create customer

Creates a new customer

Create inventory adjustment

Creates an inventory adjustment

Add comment to project

Adds a comment to the specified project

Create recurring invoice

Creates a new recurring invoice

Add comment to credit note

Adds a comment to the specified credit note

Create task

Creates a new task

Add comment to invoice

Adds a comment to the specified invoice

Refund credit note

Refunds credit note by ID

Create bank transaction

Creates a new bank transaction

Add comment to purchase order

Adds a comment to the specified purchase order

Send retainer invoice

Sends an existing retainer invoice by email

Create contact person

Creates a new contact person

Add comment to customer

Adds a comment to the specified customer

Add comment to retainer invoice

Adds a comment to the specified retainer invoice

Add comment to vendor credit

Adds a comment to the specified vendor credit

Create time entry

Creates a new time entry

Create sales order

Creates a new sales order

Create estimate

Creates a new estimate

Create recurring bill

Creates a new recurring bill

Create retainer invoice

Creates a new retainer invoice

Create bill

Creates a new bill

Create purchase order

Creates a new purchase order

Create expense

Creates a new expense

Add comment to vendor

Adds a comment to the specified vendor

Create item

Creates a new item

Create account

Creates a new account in the selected organization

Create project

Creates a new project

Send invoice

Sends an existing 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 invoice

Creates a new invoice

Add address

Adds an address to a customer or vendor contact

Send credit note

Sends the specified credit note to a recipient

Create credit note

Creates a new credit note

Record vendor payment

Records a payment for an existing vendor invoice

Add comment to estimate

Adds a comment to the specified estimate

Create vendor

Creates a new vendor

Send estimate

Sends an existing estimate to the specified recipients

Update credit note

Updates the details of an existing credit note

Update customer

Updates the details of an existing customer

Update sales order

Updates the details of an existing sales order

Update retainer invoice

Updates the details of an existing retainer invoice

Update retainer invoice status

Updates the details of an existing retainer invoice

Update purchase order

Updates the details of an existing purchase order

Update recurring bill

Updates the details of an existing recurring bill

Submit or approve credit note

Submits or approves an existing credit note

Stop or resume recurring invoice

Stops or resumes an existing recurring invoice

Update contact person

Updates the details of an existing contact person

Update vendor

Updates the details of an existing vendor

Submit or approve bill

Submits or approves an existing bill

Update bill status

Updates the status of an existing bill

Submit or approve estimate

Submits or approves an existing estimate

Update item

Updates the details of an existing item

Update credit note status

Updates the status of an existing credit note

Update account

Updates the details of an account in the selected organization

Submit or approve purchase order

Submits or approves an existing purchase order

Apply credit to invoice

Adds a credit note to the specified invoice

Update sales order status

Updates the status of an existing sales order

Update purchase order status

Updates the status of an existing purchase order

Update vendor credit status

Updates the details of an existing credit status

Update recurring expense

Updates the details of an existing recurring expense

Submit or approve invoice

Submits or approves an existing invoice

Stop or resume recurring expense

Stops or resumes an existing recurring expense

Submit or approve sales order

Submits or approves an existing sales order

Submit or approve vendor credit

Submits or approves an existing vendor credit

Update estimate status

Updates the status of an existing estimate

Update invoice status

Updates the status of an existing invoice

Update address

Updates the details of an existing customer or vendor address

Update expense

Updates the details of an existing expense

Update invoice

Updates the details of an existing invoice

Update bill

Updates the details of an existing bill

Update estimate

Updates the details of an existing estimate

Submit or approve retainer invoice

Submits or approves an existing retainer invoice

Stop or resume recurring bill

Stops or resumes an existing recurring bill

Update project

Updates the details of an existing project

Fetch credit note

Fetches the details of an existing credit note by number

Fetch vendor payment

Fetches the details of an existing vendor payment

Fetch user

Fetches the details of an existing user by email address

Fetch bill

Fetches the details of an existing bill

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch customer

Fetches the details of an existing customer

Fetch account

Fetches the details of an existing account by its ID

Fetch recurring bill

Fetches the details of an existing recurring bill

Fetch invoice

Fetches the details of an existing invoice

Update recurring invoice

Updates the details of an existing recurring invoice

Fetch customer payment

Fetches the details of an existing customer payment

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 recurring expense

Fetches the details of an existing recurring expense by profile name

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 retainer invoice

Fetches the details of an existing retainer invoice by number

Fetch sales order

Fetches the details of an existing sales order by number

Fetch purchase order

Fetches the details of an existing purchase order by its number

Fetch vendor

Fetches the details of an existing vendor

Fetch recurring invoice

Fetches the details of an existing recurring invoice by profile name

Fetch estimate

Fetches the details of an existing estimate by its number

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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.

Access Zoho Flow

Testimonial

Louis Castellano CEO, Lakeside CNC Group

“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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