Zoho Books Integration

Accounting for invoices, bills, contacts, and payments. Keep Zoho Books financial workflows accurate without repetitive manual updates. Start from Watch Bank Transactions and send the resulting data through Bulk Fetch Item Details or Convert PO to Bill.

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Supported triggers and actions for Zoho Books integration

Triggers can detect changes in Zoho Books and run actions that can create, search or modify data inside Zoho Books automatically [3] — exactly how you set them.

Watch Bank TransactionsTriggers when a bank transactions is created or updated.
Watch Bill PaymentsTriggers when a bill payments is created or updated.
Watch BillsTriggers when a bills is created or updated.
Watch Bills CreditedTriggers when a bills credited is created or updated.
Watch CategoriesTriggers when a categories is created or updated.
Watch Chart Of AccountsTriggers when a chart of accounts is created or updated.
Watch Child Expenses Of Recurring ExpenseTriggers when a child expenses of recurring expense is created or updated.
Watch ContactsTriggers when a contacts is created or updated.
Watch Credit Note Refunds Of A Credit NoteTriggers when a credit note refunds of a credit note is created or updated.
Watch Credit Note Refunds Of All Credit NotesTriggers when a credit note refunds of all credit notes is created or updated.
Watch Credit NotesTriggers when a credit notes is created or updated.
Watch Customer Payment RefundsTriggers when a customer payment refunds is created or updated.
Watch Customer PaymentsTriggers when a customer payments is created or updated.
Watch Delivery ChallansTriggers when a delivery challans is created or updated.
Watch EstimatesTriggers when a estimates is created or updated.
Watch ExpensesTriggers when a expenses is created or updated.
Watch Invoice PaymentsTriggers when a invoice payments is created or updated.
Watch InvoicesTriggers when a invoices is created or updated.
Watch Invoices Of Credit NoteTriggers when a invoices of credit note is created or updated.
Watch Matching Bank TransactionsTriggers when a matching bank transactions is created or updated.
Watch Project InvoicesTriggers when a project invoices is created or updated.
Watch ProjectsTriggers when a projects is created or updated.
Watch Purchase OrdersTriggers when a purchase orders is created or updated.
Watch Purchase ReturnsTriggers when a purchase returns is created or updated.
Watch Recurring BillsTriggers when a recurring bills is created or updated.
Watch Recurring ExpensesTriggers when a recurring expenses is created or updated.
Watch Recurring Invoice Child InvoicesTriggers when a recurring invoice child invoices is created or updated.
Watch Retainer InvoicesTriggers when a retainer invoices is created or updated.
Watch Sales OrdersTriggers when a sales orders is created or updated.
Watch Sales ReceiptsTriggers when a sales receipts is created or updated.
Watch TasksTriggers when a tasks is created or updated.
Watch Time EntriesTriggers when a time entries is created or updated.
Watch Vendor Credit Refunds Of All Vendor CreditsTriggers when a vendor credit refunds of all vendor credits is created or updated.
Watch Vendor Credit Refunds Of A Vendor CreditTriggers when a vendor credit refunds of a vendor credit is created or updated.
Watch Vendor CreditsTriggers when a vendor credits is created or updated.
Watch Vendor Payment RefundsTriggers when a vendor payment refunds is created or updated.
Watch Vendor PaymentsTriggers when a vendor payments is created or updated.
Bulk Fetch Item DetailsPerforms the fetch Item Details operation.
Convert PO to BillPerforms the pO to Bill operation.
Get a BillGets a Bill.
Get a CategoryGets a Category.
Get Account DetailsGets account Details.
Get a Contact PersonGets a Contact Person.
Get a Credit NoteGets a Credit Note.
Get a Credit Note RefundGets a Credit Note Refund.
Get a CurrencyGets a Currency.
Get a Customer Debit NoteGets a Customer Debit Note.
Get an AccountGets an Account.
Get an EmployeeGets an Employee.
Get an EstimateGets an Estimate.
Get an Exchange Rate.Gets an Exchange Rate..
Get an ExpenseGets an Expense.
Get an InvoiceGets an Invoice.
Get an ItemGets an Item.
Get an OrganizationGets an Organization.
Get an User DetailsGets an User Details.
Get a ProjectGets a Project.
Get a Project TaskGets a Project Task.
Get a Project UserGets a Project User.
Get a Purchase OrderGets a Purchase Order.
Get a Recurring BillGets a Recurring Bill.
Get a Recurring ExpenseGets a Recurring Expense.
Get a Recurring InvoiceGets a Recurring Invoice.
Get a Retainer InvoiceGets a Retainer Invoice.
Get a RuleGets a Rule.
Get a Sales OrderGets a Sales Order.
Get a Sales ReceiptGets a Sales Receipt.
Get a TaskGets a Task.
Get a TaxGets a Tax.
Get a Tax Authority [US and CA Edition Only]Gets a Tax Authority [US and CA Edition Only].
Get a Tax Exemption [US Edition Only]Gets a Tax Exemption [US Edition Only].
Get a Tax GroupGets a Tax Group.
Get a Time EntryGets a Time Entry.
Get a Vendor PaymentGets a Vendor Payment.
Get ContactGets contact.
Get Contact AddressesGets contact Addresses.
Get Contact Email ContentGets contact Email Content.
Get Credit Note RefundGets credit Note Refund.
Get Current UserGets current User.
Get Email ContentGets email Content.
Get Estimate Email ContentGets estimate Email Content.
Get Invoice Email ContentGets invoice Email Content.
Get JournalGets journal.
Get Journal ListGets journal List.
Get Matching TransactionsGets matching Transactions.
Get Purchase Order Email ContentGets purchase Order Email Content.
Get Retainer Invoice Email ContentGets retainer Invoice Email Content.
Get Rules ListGets rules List.
Get Sales Order Email ContentGets sales Order Email Content.
Get TimerGets timer.
Get TransactionGets transaction.
Get Transactions ListGets transactions List.
Get Vendor CreditGets vendor Credit.
Get Vendor Credit RefundGets vendor Credit Refund.
Get Vendor Payment Email ContentGets vendor Payment Email Content.
List All Credit NotesRetrieves a list of all Credit Notes.
List All PricebooksRetrieves a list of all Pricebooks.
List All Recurring InvoiceRetrieves a list of all Recurring Invoice.
List a Retainer InvoicesRetrieves a list of a Retainer Invoices.
List Available Credits of a JournalRetrieves a list of available Credits of a Journal.
List Bank Account TransactionsRetrieves a list of bank Account Transactions.
List Bill PaymentsRetrieves a list of bill Payments.
List BillsRetrieves a list of bills.
List Bills CreditedRetrieves a list of bills Credited.
List CategoriesRetrieves a list of categories.
List Chart of AccountsRetrieves a list of chart of Accounts.
List Child Expenses CreatedRetrieves a list of child Expenses Created.
List Contact AddressesRetrieves a list of contact Addresses.
List Contact PersonsRetrieves a list of contact Persons.
List ContactsRetrieves a list of contacts.
List Credit Note RefundsRetrieves a list of credit Note Refunds.
List Credits AppliedRetrieves a list of credits Applied.
List CurrenciesRetrieves a list of currencies.
List Customer Debit NotesRetrieves a list of customer Debit Notes.
List Customer PaymentsRetrieves a list of customer Payments.
List Delivery ChallansRetrieves a list of delivery Challans.
List EmployeesRetrieves a list of employees.
List EstimatesRetrieves a list of estimates.
List Exchange RatesRetrieves a list of exchange Rates.
List ExpensesRetrieves a list of expenses.
List Invoice PaymentsRetrieves a list of invoice Payments.
List InvoicesRetrieves a list of invoices.
List InvoicesRetrieves a list of invoices.
List Invoices Created from a Recurring InvoiceRetrieves a list of invoices Created from a Recurring Invoice.
List Invoices CreditedRetrieves a list of invoices Credited.
List ItemsRetrieves a list of items.
List Items in a Price ListRetrieves a list of items in a Price List.
List of Transactions for an AccountRetrieves a list of of Transactions for an Account.
List OrganizationsRetrieves a list of organizations.
List Organizations for a UserRetrieves a list of organizations for a User.
List ProjectsRetrieves a list of projects.
List Project TasksRetrieves a list of project Tasks.
List Project UsersList Users.
List Purchase OrdersRetrieves a list of purchase Orders.
List Purchase ReturnsRetrieves a list of purchase Returns.
List Recurring BillsRetrieves a list of recurring Bills.
List Recurring ExpensesRetrieves a list of recurring Expenses.
List Refunds of a Credit NoteRetrieves a list of refunds of a Credit Note.
List Refunds of a Customer PaymentRetrieves a list of refunds of a Customer Payment.
List Refunds of a Vendor CreditRetrieves a list of refunds of a Vendor Credit.
List Refunds of a Vendor PaymentRetrieves a list of refunds of a Vendor Payment.
List Sales OrdersRetrieves a list of sales Orders.
List Sales ReceiptsRetrieves a list of sales Receipts.
List TasksRetrieves a list of tasks.
List Tax Authorities [US Edition Only]Retrieves a list of tax Authorities [US Edition Only].
List TaxesRetrieves a list of taxes.
List Tax Exemptions [US Edition Only]Retrieves a list of tax Exemptions [US Edition Only].
List Time Entries.Retrieves a list of time Entries..
List UsersRetrieves a list of users.
List Vendor Credit RefundsRetrieves a list of vendor Credit Refunds.
List Vendor CreditsRetrieves a list of vendor Credits.
List Vendor PaymentsRetrieves a list of vendor Payments.
List View of AccountsRetrieves a list of view of Accounts.
Retrieve a Delivery ChallanRetrieves a Delivery Challan.
Retrieve a PaymentRetrieves a Payment.
Retrieve a Purchase ReturnRetrieves a Purchase Return.
Activate AccountActivates account.
Activate ProjectActivates project.
Add Additional AddressAdds additional Address.
Add a Project TaskAdds a Project Task.
Add a TaskAdds a Task.
Apply a Price Book to an InvoicePerforms the a Price Book to an Invoice operation.
Apply CreditsPerforms the credits operation.
Apply CreditsPerforms the credits operation.
Apply Credits to a BillPerforms the credits to a Bill operation.
Apply Journal Credits to BillsPerforms the journal Credits to Bills operation.
Apply Journal Credits to InvoicesPerforms the journal Credits to Invoices operation.
Apply Retainer Invoice Payments to InvoicesPerforms the retainer Invoice Payments to Invoices operation.
Approve a BillApproves a Bill.
Approve a Credit Note.Approves a Credit Note..
Approve a JournalApproves a Journal.
Approve an Estimate.Approves an Estimate..
Approve an Invoice.Approves an Invoice..
Approve a Purchase OrderApproves a Purchase Order.
Approve a Retainer Invoice.Approves a Retainer Invoice..
Approve a Sales Order.Approves a Sales Order..
Approve a Vendor CreditApproves a Vendor Credit.
Assign UsersAssigns users.
Associate Invoices with Sales OrderPerforms the invoices with Sales Order operation.
Cancel an InvoiceCancels an Invoice.
Cancel a Purchase OrderCancels a Purchase Order.
Cancel Write OffCancels write Off.
Categorize an Uncategorized TransactionPerforms the an Uncategorized Transaction operation.
Categorize as Credit Note RefundsPerforms the as Credit Note Refunds operation.
Categorize as Customer PaymentPerforms the as Customer Payment operation.
Categorize as ExpensePerforms the as Expense operation.
Categorize as Vendor Credit RefundsPerforms the as Vendor Credit Refunds operation.
Categorize a Vendor PaymentPerforms the a Vendor Payment operation.
Clone ProjectPerforms the project operation.
Close a Purchase ReturnCloses a Purchase Return.
Confirm a Purchase ReturnPerforms the a Purchase Return operation.
Convert Credit Note to Draft.Performs the credit Note to Draft. operation.
Convert to OpenPerforms the to Open operation.
Convert to OpenPerforms the to Open operation.
Create a Bank AccountCreates a Bank Account.
Create a BillCreates a Bill.
Create a CategoryCreates a Category.
Create a ContactCreates a Contact.
Create a Contact PersonCreates a Contact Person.
Create a Credit NoteCreates a Credit Note.
Create a CurrencyCreates a Currency.
Create a Customer Debit NoteCreates a Customer Debit Note.
Create a Delivery ChallanCreates a Delivery Challan.
Create a JournalCreates a Journal.
Create an AccountCreates an Account.
Create an EmployeeCreates an Employee.
Create an EstimateCreates an Estimate.
Create an Exchange RateCreates an Exchange Rate.
Create an ExpenseCreates an Expense.
Create an Instant InvoiceCreates an Instant Invoice.
Create an InvoiceCreates an Invoice.
Create an ItemCreates an Item.
Create an OrganizationCreates an Organization.
Create a PaymentCreates a Payment.
Create a PricebookCreates a Pricebook.
Create a ProjectCreates a Project.
Create a Purchase OrderCreates a Purchase Order.
Create a Purchase ReturnCreates a Purchase Return.
Create a Recurring BillCreates a Recurring Bill.
Create a Recurring ExpenseCreates a Recurring Expense.
Create a Recurring InvoiceCreates a Recurring Invoice.
Create a RetainerinvoiceCreates a Retainerinvoice.
Create a RuleCreates a Rule.
Create a Sales OrderCreates a Sales Order.
Create a Sales ReceiptCreates a Sales Receipt.
Create a TaxCreates a Tax.
Create a Tax Authority [US and CA Edition Only]Creates a Tax Authority [US and CA Edition Only].
Create a Tax Exemption [US Edition Only]Creates a Tax Exemption [US Edition Only].
Create a Tax GroupCreates a Tax Group.
Create a Transaction for an AccountCreates a Transaction for an Account.
Create a UserCreates a User.
Create a Vendor CreditCreates a Vendor Credit.
Create a Vendor PaymentCreates a Vendor Payment.
Create Invoices from EstimatesCreates invoices from Estimates.
Create Invoices from ProjectsCreates invoices from Projects.
Credit to an InvoicePerforms the to an Invoice operation.
Deactivate Account.Deactivates account..
Delete a BillDeletes a Bill.
Delete a CategoryDeletes a Category.
Delete a ContactDeletes a Contact.
Delete a Contact PersonDeletes a Contact Person.
Delete a Credit NoteDeletes a Credit Note.
Delete a CurrencyDeletes a Currency.
Delete a Customer Debit NoteDeletes a Customer Debit Note.
Delete a Customer RefundDelete a Refund.
Delete Additional AddressDeletes additional Address.
Delete a Delivery ChallanDeletes a Delivery Challan.
Delete a JournalDeletes a Journal.
Delete an AccountDeletes an Account.
Delete an AccountDeletes an Account.
Delete an EmployeeDeletes an Employee.
Delete an EstimateDeletes an Estimate.
Delete an Exchage RateDeletes an Exchage Rate.
Delete an ExpenseDeletes an Expense.
Delete an InvoiceDeletes an Invoice.
Delete an Invoice Line ItemDeletes an Invoice Line Item.
Delete an ItemDeletes an Item.
Delete a PaymentDeletes a Payment.
Delete a PaymentDeletes a Payment.
Delete a PaymentDeletes a Payment.
Delete Applied CreditDeletes applied Credit.
Delete a Purchase ReturnDeletes a Purchase Return.
Delete a Recurring BillDeletes a Recurring Bill.
Delete a Recurring ExpenseDeletes a Recurring Expense.
Delete a Recurring InvoiceDeletes a Recurring Invoice.
Delete a Retainer InvoiceDeletes a Retainer Invoice.
Delete a Retainer Payment Applied to an InvoiceDeletes a Retainer Payment Applied to an Invoice.
Delete a RuleDeletes a Rule.
Delete a Sales OrderDeletes a Sales Order.
Delete a Sales ReceiptDeletes a Sales Receipt.
Delete a TasksDeletes a Tasks.
Delete a TaxDeletes a Tax.
Delete a Tax Authority [US and CA Edition Only]Deletes a Tax Authority [US and CA Edition Only].
Delete a Tax Exemption [US Edition Only]Deletes a Tax Exemption [US Edition Only].
Delete a Tax GroupDeletes a Tax Group.
Delete a TransactionDeletes a Transaction.
Delete a UserDeletes a User.
Delete a Vendor PaymentDeletes a Vendor Payment.
Delete a Vendor RefundDelete a refund.
Delete Bills CreditedDeletes bills Credited.
Delete Credit Note RefundDeletes credit Note Refund.
Delete Invoices CreditedDeletes invoices Credited.
Delete ProjectDeletes project.
Delete Project TaskDeletes project Task.
Delete Purchase OrderDeletes purchase Order.
Delete the Bank Account of a Recurring InvoiceDeletes the Bank Account of a Recurring Invoice.
Delete the PricebookDeletes the Pricebook.
Delete Time EntriesDeletes time Entries.
Delete Time EntryDeletes time Entry.
Delete UserDeletes user.
Delete Vendor CreditDeletes vendor Credit.
Delete Vendor Credit RefundDeletes vendor Credit Refund.
Details of a Customer RefundDetails of a refund.
Details of a Customer RefundDetails of a refund.
Disable Auto Bill for a Recurring InvoiceDisables auto Bill for a Recurring Invoice.
Edit Additional AddressEdits additional Address.
Email a Credit NotePerforms the a Credit Note operation.
Email an EstimatePerforms the an Estimate operation.
Email an InvoicePerforms the an Invoice operation.
Email a Purchase OrderPerforms the a Purchase Order operation.
Email a Purchase ReturnPerforms the a Purchase Return operation.
Email a Retainer InvoicePerforms the a Retainer Invoice operation.
Email a Sales OrderPerforms the a Sales Order operation.
Email a Sales ReceiptPerforms the a Sales Receipt operation.
Email a Vendor PaymentPerforms the a Vendor Payment operation.
Email ContactPerforms the contact operation.
Enable Auto Bill for a Recurring InvoiceEnables auto Bill for a Recurring Invoice.
Exclude a TransactionPerforms the a Transaction operation.
Finalize Approval of a Credit NotePerforms the approval of a Credit Note operation.
Finalize Approval of an InvoicePerforms the approval of an Invoice operation.
Fulfill a Purchase ReturnPerforms the a Purchase Return operation.
Inactivate a ProjectPerforms the a Project operation.
Invite a UserPerforms the a User operation.
Invite UserPerforms the user operation.
Log Time EntriesPerforms the time Entries operation.
Make an API CallMake an arbitary call.
Mark a Bill as OpenPerforms the a Bill as Open operation.
Mark a Delivery Challan as DeliveredPerforms the a Delivery Challan as Delivered operation.
Mark a Delivery Challan as OpenPerforms the a Delivery Challan as Open operation.
Mark a Delivery Challan as ReturnedPerforms the a Delivery Challan as Returned operation.
Mark a Delivery Challan as UndeliveredPerforms the a Delivery Challan as Undelivered operation.
Mark a Journal as PublishedPerforms the a Journal as Published operation.
Mark an Account as ActivePerforms the an Account as Active operation.
Mark an Account as InactivePerforms the an Account as Inactive operation.
Mark an Estimate as AcceptedPerforms the an Estimate as Accepted operation.
Mark an Estimate as DeclinedPerforms the an Estimate as Declined operation.
Mark an Estimate as SentPerforms the an Estimate as Sent operation.
Mark an Invoice as SentPerforms the an Invoice as Sent operation.
Mark a Purchase Order as OpenPerforms the a Purchase Order as Open operation.
Mark a Retainer Invoice as SentPerforms the a Retainer Invoice as Sent operation.
Mark as ActivePerforms the as Active operation.
Mark as ActivePerforms the as Active operation.
Mark as ActivePerforms the as Active operation.
Mark a Sales Order as OpenPerforms the a Sales Order as Open operation.
Mark a Sales Order as VoidPerforms the a Sales Order as Void operation.
Mark as BilledPerforms the as Billed operation.
Mark as DraftPerforms the as Draft operation.
Mark as DraftPerforms the as Draft operation.
Mark as InactivePerforms the as Inactive operation.
Mark as InactivePerforms the as Inactive operation.
Mark as InactivePerforms the as Inactive operation.
Mark as Primary Contact PersonPerforms the as Primary Contact Person operation.
Mark Task as CompletedPerforms the task as Completed operation.
Mark Task as OngoingPerforms the task as Ongoing operation.
Mark Task as OpenPerforms the task as Open operation.
Mark User as ActivePerforms the user as Active operation.
Mark User as InactivePerforms the user as Inactive operation.
Match a TransactionPerforms the a Transaction operation.
Refund an Excess Customer PaymentRefunds an Excess Customer Payment.
Refund an Excess Vendor PaymentRefunds an Excess Vendor Payment.
Refund a Vendor CreditRefunds a Vendor Credit.
Refund Credit NoteRefunds credit Note.
Reject a Credit NoteRejects a Credit Note.
Reject a JournalRejects a Journal.
Reject an InvoiceRejects an Invoice.
Reopen a Purchase ReturnPerforms the a Purchase Return operation.
Resume a Recurring BillResumes a Recurring Bill.
Resume a Recurring ExpenseResumes a Recurring Expense.
Resume a Recurring InvoiceResumes a Recurring Invoice.
Reverse a JournalPerforms the a Journal operation.
Start TimerStarts timer.
Stop a Recurring BillStops a Recurring Bill.
Stop a Recurring ExpenseStops a Recurring Expense.
Stop a Recurring InvoiceStops a Recurring Invoice.
Stop TimerStops timer.
Submit a Bill for ApprovalPerforms the a Bill for Approval operation.
Submit a Credit Note for ApprovalPerforms the a Credit Note for Approval operation.
Submit a Journal for ApprovalPerforms the a Journal for Approval operation.
Submit an Estimate for ApprovalPerforms the an Estimate for Approval operation.
Submit an Invoice for ApprovalPerforms the an Invoice for Approval operation.
Submit a Purchase Order for ApprovalPerforms the a Purchase Order for Approval operation.
Submit a Retainer Invoice for ApprovalPerforms the a Retainer Invoice for Approval operation.
Submit a Sales Order for ApprovalPerforms the a Sales Order for Approval operation.
Submit a Vendor Credit for ApprovalPerforms the a Vendor Credit for Approval operation.
Uncategorize a Categorized TransactionPerforms the a Categorized Transaction operation.
Unfulfill a Purchase ReturnPerforms the a Purchase Return operation.
Unmap Invoices from Sales OrdersPerforms the invoices from Sales Orders operation.
Unmatch a Matched TransactionPerforms the a Matched Transaction operation.
Update a BillUpdates a Bill.
Update a CategoryUpdates a Category.
Update a ContactUpdates a Contact.
Update a Contact PersonUpdates a Contact Person.
Update a Credit NoteUpdates a Credit Note.
Update a CurrencyUpdates a Currency.
Update a Customer Debit NoteUpdates a Customer Debit Note.
Update a Customer RefundUpdate a refund.
Update a Delivery ChallanUpdates a Delivery Challan.
Update a JournalUpdates a Journal.
Update an AccountUpdates an Account.
Update an EstimateUpdates an Estimate.
Update an Exchange RateUpdates an Exchange Rate.
Update an ExpenseUpdates an Expense.
Update an InvoiceUpdates an Invoice.
Update an ItemUpdates an Item.
Update an OrganizationUpdates an Organization.
Update a PaymentUpdates a Payment.
Update a Project TaskUpdates a Project Task.
Update a Purchase OrderUpdates a Purchase Order.
Update a Purchase ReturnUpdates a Purchase Return.
Update a Recurring BillUpdates a Recurring Bill.
Update a Recurring ExpenseUpdates a Recurring Expense.
Update a RetainerinvoiceUpdates a Retainerinvoice.
Update a RuleUpdates a Rule.
Update a Sales OrderUpdates a Sales Order.
Update a Sales ReceiptUpdates a Sales Receipt.
Update a TasksUpdates a Tasks.
Update a TaxUpdates a Tax.
Update a Tax Authority [US and CA Edition Only]Updates a Tax Authority [US and CA Edition Only].
Update a Tax Exemption [US Edition Only]Updates a Tax Exemption [US Edition Only].
Update a Tax GroupUpdates a Tax Group.
Update a TransactionUpdates a Transaction.
Update a UserUpdates a User.
Update a Vendor PaymentUpdates a Vendor Payment.
Update a Vendor RefundUpdate a refund.
Update Bank AccountUpdates bank Account.
Update Completed PercentageUpdates completed Percentage.
Update Credit Note RefundUpdates credit Note Refund.
Update PricebookUpdates pricebook.
Update ProjectUpdates project.
Update Recurring InvoiceUpdates recurring Invoice.
Update Time EntryUpdates time Entry.
Update UserUpdates user.
Update Vendor CreditUpdates vendor Credit.
Update Vendor Credit RefundUpdates vendor Credit Refund.
Void a BillPerforms the a Bill operation.
Void a Credit NotePerforms the a Credit Note operation.
Void an InvoicePerforms the an Invoice operation.
Void a Purchase ReturnPerforms the a Purchase Return operation.
Void a Retainer InvoicePerforms the a Retainer Invoice operation.
Void Vendor CreditPerforms the vendor Credit operation.
Write Off InvoicePerforms the off Invoice operation.

How to integrate Zoho Books in automation workflow?

3 simple steps to make your Zoho Books connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Zoho Books in workflow

Pick Zoho Books app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Zoho Books

When prompted, authorize access to Zoho Books in WEXTL once. Zoho Books credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Zoho Books account. Approve?

STEP 3

Build a workflow

Build your workflow with Zoho Books yourself or with WEXTL® AI Builder. Connect Zoho Books to any available integrations [5], or use HTTP node to go beyond them.

Zoho Books

How Zoho Books connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Zoho Books app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Zoho Books supports.

Full Zoho Books API documentation

The following table illustrates what fields Zoho Books integration require during authorization flow inside our workflow builder [4].

Demonstration of Zoho Books connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Data CenterRequired	select	Select the Zoho data center where your account is hosted. This sets both the accounts (login/token) domain and the API domain. If unsure, check your Zoho URL after logging in.
Client IDRequired	text	The Client ID of your connected application (Zoho Developer Console).
Client SecretRequired	password	The Client Secret of your connected application (Zoho Developer Console).
Organization IDRequired	text	Your organization ID. Obtain it from the Manage Organizations page in the admin console. Sent with every API request as organization_id.

Connect Zoho Books to popular apps on WEXTL

Enter a name of the other app you want to sync with Zoho Books below. Click on selected app to explore integration options with Zoho Books. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Zoho Books integration

Select Watch Invoices Of Credit Note trigger from Zoho Books - this will be a starting point in your automation. Whenever event happens in Zoho Books, workflow will start [7] from Watch Invoices Of Credit Note node.

Search for Create a Credit Note, connect it as the next step of integration sequence. You can use filters between Watch Invoices Of Credit Note and Create a Credit Note, so only important data pass from Watch Invoices Of Credit Note to the next step. WEXTL gives you full control over the process of Zoho Books automation. All parts of workflow are visible on the canvas [4].

Zoho Books on WEXTL has 431 modules for building finance automations. Explore Zoho Books documentation for more.

Zoho Books

Watch Invoices Of Credit Note

Bill

Performs action

Bill

Triggers

Zoho Books

Create a Credit Note

Demonstration of how visual Zoho Books automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Zoho Books in your workflows.

Zoho Books has 37 triggers, including "Watch Bank Transactions", "Watch Bill Payments", and "Watch Bills", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 394 actions, including "Bulk Fetch Item Details", "Convert PO to Bill", and "Get a Bill", and more. Refer to our Zoho Books Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Zoho Books integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Zoho Books official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Zoho Books provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Zoho Books or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Zoho Books inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Zoho Books modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Zoho Books integration.

Zoho Books integration source code, module specs and credentials implementation.
Internal Zoho Books integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Zoho Books vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Zoho Books App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Zoho Books Integration

Supported triggers and actions for Zoho Books integration