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 sales order

Triggers when a new sales order is created

Updated sales order

Triggers when an existing sales order is updated

New item

Triggers when a new item is created

Updated item

Triggers when an existing item is updated

Updated invoice

Triggers when an existing invoice is updated

New purchase order

Triggers when a new purchase order is created

Updated purchase order

Triggers when the details of an existing purchase order are updated

Updated estimate

Triggers when an existing estimate is updated

New estimate

Triggers when a new estimate is created

New contact

Triggers when a new contact is created

New bill

Triggers when a new bill is created

Updated contact

Triggers when an existing contact is updated

New sales invoice

Triggers when a new sales invoice is created

Updated bill

Triggers when an existing bill is updated

New sales invoice for item

Triggers when new sales invoice is created for the selected item

Updated expense

Triggers when an existing expense is updated

New expense

Triggers when a new expense is created

Actions

Create estimate

Creates a new estimate

Add comment to estimate

Adds a comment to the specified estimate

Mark invoice as sent

Marks the specified invoice as sent

Create sales invoice

Creates a new sales invoice

Create project

Creates a new project

Create expense

Creates a new expense

Create retainer invoice

Creates a new retainer invoice

Create recurring invoice

Creates a new recurring invoice

Create bill

Creates a new bill

Create credit note

Creates a new credit note

Create contact

Creates a new contact

Send invoice

Sends an existing invoice through email

Create item

Creates a new item

Add or update salesperson

Adds or updates details of a salesperson

Create bank transaction

Creates a new bank transaction

Create sales order

Creates a new sales order

Record payment

Records a payment for an existing invoice

Create inventory adjustment

Creates an inventory adjustment

Update sales invoice

Updates an existing sales invoice

Update project

Updates the details of an existing project

Update estimate

Updates an existing estimate

Update estimate status

Updates the status of the specified estimate

Update sales order

Updates an existing sales order

Update expense

Updates an existing expense

Update item

Updates the details of an existing item

Update contact

Updates the details of an existing contact

Fetch invoice - By CRM potential ID

Fetches the details of an existing invoice by CRM potential ID

Fetch bill

Fetches the details of an existing bill by ID

Fetch project

Fetches a project by name

Fetch user

Fetches the details of an existing user by email

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.

Convert sales order to invoice

Converts an existing sales order to an invoice

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 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 - By ID

Fetches the details of an existing invoice by its ID

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

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.