Requirements
To use Zoho Books on WEXTL you need an active account and OAuth client credentials, granted by signing in with your account.[3]
Get your Zoho Books credentials
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]
Connect Zoho Books in WEXTL
- Log in to your WEXTL account, add the Zoho Books node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Zoho Books account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- 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 →
Zoho Books node modules
The list below is a reference of every Zoho Books node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Open any Zoho Books node module below to inspect its input parameters, outputs, and connection requirements.
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Account IDRequired | choice |
| Field | Type |
|---|---|
Currency IDRequired | choice |
| Field | Type |
|---|---|
Rule IDRequired | choice |
| Field | Type |
|---|---|
Contact IDRequired | choice |
| Field | Type |
|---|---|
User ID | text |
Name | text |
Email Ids | array |
Email | |
Is Selected | boolean |
Status | text |
User Role | text |
| Field | Type |
|---|---|
Creditnote IDRequired | choice |
Email Template ID | text |
| Field | Type |
|---|---|
Body | text |
Error List | array |
Subject | text |
Emailtemplates | array |
Selected | boolean |
Name | text |
Email Template ID | text |
To Contacts | array |
First Name | text |
Selected | boolean |
Phone | text |
Email | |
Contact Person ID | text |
Last Name | text |
Salutation | text |
Mobile | text |
| Field | Type |
|---|---|
Estimate IDRequired | choice |
Email Template IDRequired | text |
| Field | Type |
|---|---|
Purchaseorder IDRequired | choice |
Email Template ID | text |
| Field | Type |
|---|---|
Retainerinvoice IDRequired | choice |
| Field | Type |
|---|---|
Time Entry ID | text |
Project ID | text |
Project Name | text |
Customer ID | text |
Customer Name | text |
| Field | Type |
|---|---|
Payment IDRequired | choice |
| Field | Type |
|---|---|
Account IDRequired | choice |
No fields documented.
| Field | Type |
|---|---|
Pricebook ID | choice |
Sort Column | text |
Sales Or Purchase Type | text |
Pricing Scheme | text |
Category ID | choice |
| Field | Type |
|---|---|
Account IDRequired | choice |
| Field | Type |
|---|---|
Project IDRequired | choice |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Field | Type |
|---|---|
Bill IDRequired | choice |
Bill Payments | array |
Payment ID | choice |
Amount Applied | number |
Apply Vendor Credits | array |
Vendor Credit ID | choice |
Amount Applied | number |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
Invoice PaymentsRequired | array |
Payment ID | choice |
Amount Applied | number |
Apply CreditnotesRequired | array |
Creditnote ID | choice |
Amount Applied | number |
| Field | Type |
|---|---|
Vendor Credit IDRequired | choice |
BillsRequired | array |
Bill ID | choice |
Amount Applied | number |
| Field | Type |
|---|---|
Journal IDRequired | choice |
Invoices | array |
Invoice ID | choice |
Amount Applied | number |
| Field | Type |
|---|---|
Journal IDRequired | choice |
Invoices | array |
Invoice ID | choice |
Amount Applied | number |
| Field | Type |
|---|---|
Retainerinvoice IDRequired | choice |
Invoice Payments | array |
Invoice ID | choice |
Amount Applied | number |
Apply Date | date |
| Field | Type |
|---|---|
Bill IDRequired | choice |
| Field | Type |
|---|---|
Creditnote IDRequired | choice |
| Field | Type |
|---|---|
Journal IDRequired | choice |
| Field | Type |
|---|---|
Estimate IDRequired | choice |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Field | Type |
|---|---|
Purchaseorder IDRequired | choice |
| Field | Type |
|---|---|
Retainerinvoice IDRequired | choice |
| Field | Type |
|---|---|
Salesorder IDRequired | choice |
| Field | Type |
|---|---|
Vendor Credit IDRequired | choice |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Field | Type |
|---|---|
Purchaseorder IDRequired | choice |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Field | Type |
|---|---|
Transaction IDRequired | text |
From Account ID | choice |
To Account ID | choice |
Transaction TypeRequired | text |
Amount | number |
| Field | Type |
|---|---|
Transaction IDRequired | text |
Creditnote IDRequired | choice |
DateRequired | date |
Refund Mode | text |
Reference Number | text |
| Field | Type |
|---|---|
Transaction IDRequired | text |
Customer ID | choice |
Retainerinvoice ID | choice |
Invoices | array |
Invoice Payment ID | text |
Invoice ID | choice |
Amount Applied | number |
Tax Amount Withheld | number |
Discount Amount | number |
Payment Mode | text |
| Field | Type |
|---|---|
Transaction IDRequired | text |
Doc | text |
TotalFiles | number |
Document Ids | array |
Document ID | text |
Account ID | choice |
| Field | Type |
|---|---|
Transaction IDRequired | text |
Vendor Credit IDRequired | choice |
DateRequired | date |
Refund Mode | text |
Reference Number | text |
| Field | Type |
|---|---|
Transaction IDRequired | text |
Vendor ID | choice |
Bills | array |
Bill Payment ID | text |
Bill ID | choice |
Amount Applied | number |
Tax Amount Withheld | number |
Payment Mode | text |
Description | text |
| Field | Type |
|---|---|
Purchasereturn IdsRequired | choice |
Line Items | array |
Line Item ID | text |
Qty Cancelled | number |
| Field | Type |
|---|---|
Purchase Return IDRequired | choice |
| Field | Type |
|---|---|
Creditnote IDRequired | choice |
| Field | Type |
|---|---|
Vendor Credit IDRequired | choice |
| Field | Type |
|---|---|
Creditnote IDRequired | choice |
| Field | Type |
|---|---|
Invoice ID | choice |
Ignore Auto Number Generation | boolean |
Customer IDRequired | choice |
Currency ID | choice |
Contact Persons Associated | array |
Contact Person ID | text |
Communication Preference | object |
| Field | Type |
|---|---|
Creditnote ID | text |
Creditnote Number | text |
Date | date |
Is Pre GST | boolean |
Place Of Supply | text |
| Field | Type |
|---|---|
Ignore Auto Number Generation | boolean |
Customer IDRequired | choice |
Currency ID | choice |
Deliverychallan Number | text |
Reference Number | text |
| Field | Type |
|---|---|
Deliverychallan ID | text |
Deliverychallan Number | text |
Date | date |
Challan Type | text |
Reference Number | text |
| Field | Type |
|---|---|
Send | boolean |
Ignore Auto Number Generation | boolean |
Customer IDRequired | choice |
Currency ID | choice |
Contact Persons Associated | array |
Contact Person ID | text |
Communication Preference | object |
| Field | Type |
|---|---|
Estimate ID | text |
Estimate Number | text |
Date | date |
Reference Number | text |
Is Pre GST | boolean |
| Field | Type |
|---|---|
Currency IDRequired | choice |
Effective Date | date |
Rate | number |
| Field | Type |
|---|---|
Invoice ID | text |
Ach Payment Initiated | boolean |
Invoice Number | text |
Is Pre GST | boolean |
Place Of Supply | text |
| Field | Type |
|---|---|
Attachment | text |
Ignore Auto Number Generation | boolean |
Vendor IDRequired | choice |
Currency ID | choice |
Contact Persons Associated | array |
Contact Person ID | text |
Communication Preference | object |
| Field | Type |
|---|---|
Purchaseorder ID | text |
Documents | array |
Document ID | text |
File Name | text |
VAT Treatment | text |
GST No | text |
GST Treatment | text |
| Field | Type |
|---|---|
Recurrence NameRequired | text |
Reference Number | text |
Customer IDRequired | choice |
Currency ID | choice |
Contact Persons Associated | array |
Contact Person ID | text |
Communication Preference | object |
| Field | Type |
|---|---|
Recurring Invoice ID | text |
Recurrence Name | text |
Reference Number | text |
Customer Name | text |
Contact Persons Associated | array |
Contact Person ID | text |
Contact Person Name | text |
First Name | text |
Last Name | text |
Contact Person Email | |
Phone | text |
Mobile | text |
Communication Preference | object |
| Field | Type |
|---|---|
Ignore Auto Number Generation | boolean |
Customer IDRequired | choice |
Reference Number | text |
Date | date |
Contact Persons Associated | array |
Contact Person ID | text |
Communication Preference | object |
| Field | Type |
|---|---|
Retainerinvoice ID | text |
Retainerinvoice Number | text |
Date | date |
Status | text |
Is Pre GST | text |
| Field | Type |
|---|---|
Rule NameRequired | text |
Rule CategoryRequired | text |
Account Ids | choice |
Apply ToRequired | text |
Criteria TypeRequired | text |
| Field | Type |
|---|---|
Rule ID | text |
Rule Name | text |
Rule Order | number |
Rule Category | text |
Target Accounts | array |
Target Account ID | text |
Target Account Name | text |
| Field | Type |
|---|---|
NameRequired | text |
EmailRequired | |
Role ID | text |
Cost Rate | number |
| Field | Type |
|---|---|
Vendor ID | choice |
Bills | array |
Bill Payment ID | text |
Bill ID | choice |
Amount Applied | number |
Tax Amount Withheld | number |
Date | date |
Exchange Rate | number |
AmountRequired | number |
| Field | Type |
|---|---|
Estimate IdsRequired | choice |
| Field | Type |
|---|---|
Project Ids | choice |
Invoice Number | text |
| Field | Type |
|---|---|
Creditnote IDRequired | choice |
Invoices | array |
Invoice ID | choice |
Amount Applied | number |
Invoice IDRequired | choice |
Amount AppliedRequired | number |
| Field | Type |
|---|---|
Account IDRequired | choice |
| Field | Type |
|---|---|
Bill IDRequired | choice |
| Field | Type |
|---|---|
Category IDRequired | choice |
Sub Categories | text |
| Field | Type |
|---|---|
Contact IDRequired | choice |
| Field | Type |
|---|---|
Contact Person IDRequired | text |
| Field | Type |
|---|---|
Creditnote IDRequired | choice |
| Field | Type |
|---|---|
Currency IDRequired | choice |
| Field | Type |
|---|---|
Debit Note IDRequired | text |
| Field | Type |
|---|---|
Customer Payment IDRequired | choice |
| Field | Type |
|---|---|
Contact IDRequired | choice |
| Field | Type |
|---|---|
Deliverychallan IDRequired | choice |
| Field | Type |
|---|---|
Journal IDRequired | choice |
| Field | Type |
|---|---|
Account IDRequired | choice |
| Field | Type |
|---|---|
Account IDRequired | choice |
| Field | Type |
|---|---|
Employee IDRequired | choice |
| Field | Type |
|---|---|
Estimate IDRequired | choice |
| Field | Type |
|---|---|
Currency IDRequired | choice |
| Field | Type |
|---|---|
Expense IDRequired | choice |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Field | Type |
|---|---|
Item IDRequired | choice |
| Field | Type |
|---|---|
Bill IDRequired | choice |
| Field | Type |
|---|---|
Payment IDRequired | choice |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Field | Type |
|---|---|
Purchase Return IDRequired | choice |
| Field | Type |
|---|---|
Recurring Bill IDRequired | choice |
| Field | Type |
|---|---|
Recurring Expense IDRequired | choice |
| Field | Type |
|---|---|
Recurring Invoice IDRequired | choice |
| Field | Type |
|---|---|
Retainerinvoice IDRequired | choice |
| Field | Type |
|---|---|
Retainerinvoice IDRequired | choice |
| Field | Type |
|---|---|
Rule IDRequired | choice |
| Field | Type |
|---|---|
Salesorder IDRequired | choice |
| Field | Type |
|---|---|
Sales Receipt IDRequired | choice |
| Field | Type |
|---|---|
Task IDRequired | choice |
| Field | Type |
|---|---|
Tax IDRequired | choice |
| Field | Type |
|---|---|
Tax Authority IDRequired | choice |
| Field | Type |
|---|---|
Tax Exemption IDRequired | choice |
| Field | Type |
|---|---|
Tax Group IDRequired | text |
| Field | Type |
|---|---|
Bank Transaction IDRequired | choice |
| Field | Type |
|---|---|
User IDRequired | choice |
| Field | Type |
|---|---|
Payment IDRequired | choice |
| Field | Type |
|---|---|
Payment IDRequired | choice |
| Field | Type |
|---|---|
Vendor Credit IDRequired | choice |
| Field | Type |
|---|---|
Creditnote IDRequired | choice |
| Field | Type |
|---|---|
Creditnote IDRequired | choice |
| Field | Type |
|---|---|
Project IDRequired | choice |
| Field | Type |
|---|---|
Project IDRequired | choice |
| Field | Type |
|---|---|
Purchaseorder IDRequired | choice |
| Field | Type |
|---|---|
Recurring Invoice IDRequired | choice |
Can Delete In Customer | boolean |
| Field | Type |
|---|---|
Pricebook IDRequired | choice |
No fields documented.
| Field | Type |
|---|---|
Time Entry IDRequired | choice |
| Field | Type |
|---|---|
Project IDRequired | choice |
| Field | Type |
|---|---|
Vendor Credit IDRequired | choice |
| Field | Type |
|---|---|
Vendor Credit IDRequired | choice |
| Field | Type |
|---|---|
Recurring Invoice IDRequired | choice |
| Field | Type |
|---|---|
Creditnote IDRequired | choice |
Customer ID | choice |
Attachments | text |
To Mail IdsRequired | array |
To Mail ID | text |
Cc Mail Ids | array |
Cc Mail ID | text |
| Field | Type |
|---|---|
Estimate IDRequired | choice |
Attachments | text |
Send From Org Email ID | text |
To Mail IdsRequired | array |
To Mail ID | text |
Cc Mail Ids | array |
Cc Mail ID | text |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
Send Customer Statement | boolean |
Send Attachment | boolean |
Attachments | text |
Send From Org Email ID | text |
| Field | Type |
|---|---|
Purchaseorder IDRequired | choice |
Attachments | text |
Send Attachment | boolean |
File Name | text |
Send From Org Email ID | text |
| Field | Type |
|---|---|
Purchase Return IDRequired | choice |
Send Attachment | boolean |
Attach PDF | boolean |
File Name | text |
To Mail Ids | array |
To Mail ID | text |
| Field | Type |
|---|---|
Retainerinvoice IDRequired | choice |
Send Customer Statement | boolean |
Send Attachment | boolean |
Attachments | text |
Send From Org Email ID | text |
| Field | Type |
|---|---|
Salesorder IDRequired | choice |
Salesorder ID | choice |
Attachments | text |
Send Attachment | boolean |
File Name | text |
| Field | Type |
|---|---|
Sales Receipt IDRequired | choice |
Attach PDF | boolean |
To Mail IdsRequired | array |
To Mail ID | text |
SubjectRequired | text |
BodyRequired | text |
| Field | Type |
|---|---|
Payment IDRequired | choice |
Send Attachment | boolean |
Attachments | text |
File Name | text |
Send From Org Email ID | text |
| Field | Type |
|---|---|
Contact IDRequired | choice |
Send Customer Statement | boolean |
To Mail IdsRequired | array |
To Mail ID | text |
SubjectRequired | text |
BodyRequired | text |
| Field | Type |
|---|---|
Recurring Invoice IDRequired | choice |
| Field | Type |
|---|---|
Transaction IDRequired | text |
Account ID | choice |
| Field | Type |
|---|---|
Creditnote IDRequired | choice |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Field | Type |
|---|---|
Purchase Return IDRequired | choice |
Line Items | array |
Purchasereturn Item ID | text |
Quantity | number |
| Field | Type |
|---|---|
Project IDRequired | choice |
| Field | Type |
|---|---|
User IDRequired | choice |
| Field | Type |
|---|---|
Bill IDRequired | choice |
| Field | Type |
|---|---|
Deliverychallan IDRequired | choice |
| Field | Type |
|---|---|
Deliverychallan IDRequired | choice |
| Field | Type |
|---|---|
Deliverychallan IDRequired | choice |
| Field | Type |
|---|---|
Deliverychallan IDRequired | choice |
| Field | Type |
|---|---|
Journal IDRequired | choice |
| Field | Type |
|---|---|
Account IDRequired | choice |
| Field | Type |
|---|---|
Account IDRequired | choice |
| Field | Type |
|---|---|
Estimate IDRequired | choice |
| Field | Type |
|---|---|
Estimate IDRequired | choice |
| Field | Type |
|---|---|
Estimate IDRequired | choice |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Field | Type |
|---|---|
Purchaseorder IDRequired | choice |
| Field | Type |
|---|---|
Retainerinvoice IDRequired | choice |
| Field | Type |
|---|---|
Item IDRequired | choice |
| Field | Type |
|---|---|
Contact IDRequired | choice |
| Field | Type |
|---|---|
Pricebook IDRequired | choice |
| Field | Type |
|---|---|
Salesorder IDRequired | choice |
| Field | Type |
|---|---|
Salesorder IDRequired | choice |
Reason | text |
| Field | Type |
|---|---|
Purchaseorder IDRequired | choice |
| Field | Type |
|---|---|
Retainerinvoice IDRequired | choice |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
| Field | Type |
|---|---|
Pricebook IDRequired | choice |
| Field | Type |
|---|---|
Contact IDRequired | choice |
| Field | Type |
|---|---|
Item IDRequired | choice |
| Field | Type |
|---|---|
Contact Person IDRequired | text |
| Field | Type |
|---|---|
Task IDRequired | choice |
| Field | Type |
|---|---|
Task IDRequired | choice |
| Field | Type |
|---|---|
Task IDRequired | choice |
| Field | Type |
|---|---|
User IDRequired | choice |
| Field | Type |
|---|---|
User IDRequired | choice |
| Field | Type |
|---|---|
Transaction IDRequired | text |
Account ID | choice |
Transactions To Be Matched | array |
Transaction ID | text |
Transaction Type | text |
| Field | Type |
|---|---|
Creditnote IDRequired | choice |
Reason | text |
| Field | Type |
|---|---|
Journal IDRequired | choice |
Reason | text |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
Reason | text |
IsCallForOEmbed | boolean |
| Field | Type |
|---|---|
Purchasereturn IdsRequired | choice |
| Field | Type |
|---|---|
Recurring Bill IDRequired | choice |
| Field | Type |
|---|---|
Recurring Expense IDRequired | choice |
| Field | Type |
|---|---|
Recurring Invoice IDRequired | choice |
Recurring Invoice ID | choice |
…and 110 more modules
Templates
Look for Zoho Books templates in the WEXTL template library.
Browse templates →Explore alternative apps
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References
- WEXTL® Zoho Books Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Zoho Books.
- WEXTL® visual workflow builder data.
Last updated: Sep 24, 2026 00:39