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Zoho Books

Accounting for invoices, bills, contacts, and payments.

37 triggers119 searches275 actionsPollingAuth: OAuth

AI-assisted documentation57 min read

This documentation is compiled from our integration source code, internal specs for Zoho Books, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Zoho Books on WEXTL →

To use Zoho Books on WEXTL you need an active account and OAuth client credentials, granted by signing in with your account.[3]

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

  • Data CenterselectRequired

    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.

    [1]
  • Client IDtextRequired

    The Client ID of your connected application (Zoho Developer Console).

    [1]
  • Client SecretpasswordRequired

    The Client Secret of your connected application (Zoho Developer Console).

    [1]
  • Organization IDtextRequired

    Your organization ID. Obtain it from the Manage Organizations page in the admin console. Sent with every API request as organization_id.

    [1]
Integration requests 15 permissions:
Contacts (Customers & Vendors)Settings (Items, Taxes, Currencies, Users, Categories)Estimates / QuotesInvoicesPayments Received (Customer Payments)Credit NotesProjects, Tasks & Time EntriesExpensesSales OrdersPurchase OrdersBillsVendor Credits (Debit Notes)Payments Made (Vendor Payments)BankingAccountant (Journals, Chart of Accounts)
  1. Log in to your WEXTL account, add the Zoho Books node module to your workflow, and click Create new credential.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your Zoho Books account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

…and 110 more modules

Look for Zoho Books templates in the WEXTL template library.

Browse templates →
  1. WEXTL® Zoho Books Source Code connector implementation.
  2. Our users use cases and automations.
  3. Official API Documentation for Zoho Books.
  4. WEXTL® visual workflow builder data.

Last updated: Sep 24, 2026 00:39