Zoho Books Integration
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Supported Triggers and Actions in Zoho Books
Workflow is a set of actions. Trigger is an event that starts the workflow, and an action is an event that is executed by workflow to sync data with your app.
New Bill
Triggers when a new bill is created.
TriggerNew Credit Note
Triggers when a new credit note is created.
TriggerNew Customer
Triggers when a new customer is created.
TriggerNew Customer Payment
Triggers when a new customer payment is recorded.
TriggerNew Estimate
Triggers when a new estimate is created.
TriggerNew Expense
Triggers when a new expense is created.
TriggerNew Invoice
Triggers when a new invoice is created.
TriggerNew Item
Triggers when a new item is created.
TriggerNew Project
Triggers when a new project is created.
TriggerNew Recurring Expense
Triggers when a new recurring expense is created.
TriggerNew Recurring Invoice
Triggers when a new recurring invoice is created.
TriggerNew Timesheet
Triggers when a new time entry / timesheet is created.
TriggerNew Vendor
Triggers when a new vendor is created.
TriggerAdd Attachment To Invoice
Adds an attachment to an invoice (PDF, image, etc).
ActionAdd Item to Bill
Append a single line item to an existing bill.
ActionAdd Item to Credit Note
Append a single line item to an existing credit note.
ActionAdd Item to Delivery Challan
Append a single line item to an existing delivery challan.
ActionAdd Item to Estimate
Append a single line item to an existing estimate.
ActionAdd Item to Invoice
Append a single line item to an existing invoice.
ActionAdd Item to Purchase Order
Append a single line item to an existing purchase order.
ActionAdd Item to Recurring Bill
Append a single line item to an existing recurring bill template.
ActionAdd Item to Recurring Invoice
Append a single line item to an existing recurring invoice template.
ActionAdd Item to Sales Order
Append a single line item to an existing sales order.
ActionAdd Item to Vendor Credit
Append a single line item to an existing vendor credit.
ActionCreate Bill
Creates a new bill.
ActionCreate Contact
Creates a new customer or vendor.
ActionCreate Contact Person
Creates a new contact person under an existing contact.
ActionCreate Credit Note
Creates a credit note.
ActionCreate Delivery Challan
Creates a delivery challan (India-specific shipping document).
ActionCreate Employee
Creates an employee for an expense.
ActionCreate Estimate
Creates a new estimate.
ActionCreate Expense
Creates a new expense.
ActionCreate Item
Creates an item.
ActionCreate Journal
Creates a manual journal entry with balanced debit / credit lines.
ActionCreate Payment
Creates a customer payment or changes the status of the invoice.
ActionCreate Purchase Order
Creates a purchase order.
ActionCreate Recurring Bill
Creates a recurring bill template that auto-generates bills on a schedule.
ActionCreate Recurring Expense
Creates a recurring expense template that auto-generates expense entries on a schedule.
ActionCreate Recurring Invoice
Creates a recurring invoice template that auto-generates invoices on a schedule.
ActionCreate Sales Invoice
Creates a sales invoice with line items.
ActionCreate Sales Invoice (Legacy)
Creates a sales invoice with line items using the legacy "use the customer's contact persons as recipients" shape.
ActionCreate Sales Order
Creates a new sales order with line items.
ActionCreate Vendor Credit
Creates a vendor credit (credit note issued by a vendor) with line items.
ActionCreate Vendor Payment
Creates a vendor payment, optionally applied to bills.
ActionDelete Contact
Delete a specific contact.
ActionDelete Employee
Delete a specific employee.
ActionDelete Estimate
Delete a specific estimate.
ActionDelete Expense
Delete a specific expense.
ActionDelete Invoice
Delete a specific invoice.
ActionDelete Item
Delete a specific item.
ActionMark Item Active
Activate a previously-inactive item.
ActionMark Item Inactive
Deactivate an item (it stays in reports but is hidden from new transactions).
ActionEmail Invoice
Email an invoice to the customer.
ActionFind Bill
Get specific bill(s) based on search text.
ActionFind Customer
Get specific customer(s) based on search text.
ActionFind Invoice
Finds an invoice by search text or invoice number.
ActionFind or Create Contact
Look up a contact by name or email; create it if no match is found.
ActionFind Vendor
Get specific vendor(s) based on search text.
ActionGet Contact By ID
Get a specific contact detail.
ActionGet Contact Address Details
Retrieves all addresses for a contact.
ActionGet Contact by Email
Get contact details by email address.
ActionGet Contact by Phone Number
Get contact details by phone number.
ActionGet Contact Person
Get a specific contact person detail.
ActionGet Contact Person by Contact ID
List all contact persons under a specific contact.
ActionGet Bill
Get a specific bill detail.
ActionGet Credit Note
Get a specific credit note detail.
ActionGet Credit Note Refund
Get a specific credit note refund.
ActionGet Delivery Challan
Get a specific delivery challan detail.
ActionGet Employee
Get a specific employee detail.
ActionGet Estimate
Get a specific estimate detail.
ActionGet Expense
Get a specific expense detail.
ActionGet Invoice
Get a specific invoice detail.
ActionGet Item
Get a specific item detail.
ActionGet Item by Name
Get a specific item detail by name.
ActionGet Purchase Order
Get a specific purchase order detail.
ActionGet Record by ID
Power-user escape hatch u2014 fetch any record by ID and module slug.
ActionGet Recurring Bill
Get a specific recurring bill detail.
ActionGet Recurring Invoice
Get a specific recurring invoice detail.
ActionGet Sales Order
Get a specific sales order detail by ID.
ActionGet Sales Order by Number
Retrieves sales order details by salesorder_number.
ActionGet Vendor Credit
Get a specific vendor credit detail.
ActionList Active Accounts
Retrieves the list of active Chart-of-Accounts entries.
ActionList Bill Payments
List the payments applied to a specific bill.
ActionList Contact Persons
List all contact persons across the organization.
ActionList Contacts
List contacts, optionally filtered by type or status.
ActionList Currencies
List all currencies configured for the organization.
ActionList Estimates
List estimates.
ActionList Expenses
List expenses.
ActionList Invoices
List invoices, optionally filtered by status or customer.
ActionList Items
List items.
ActionList All Locations
List all locations configured in your Zoho Books organization.
ActionList Organizations
List all Zoho Books organizations accessible by the connected account.
ActionList Customer Payments
List customer payments.
ActionMark Invoice as Sent
Flip an invoice from Draft to Sent.
ActionUpdate Bill
Updates the existing bill by bill ID.
ActionUpdate Contact
Updates an existing customer or vendor.
ActionUpdate Contact Person
Updates an existing contact person.
ActionUpdate Estimate
Updates an existing estimate.
ActionUpdate Expense
Updates an existing expense.
ActionUpdate Item
Updates an existing item.
ActionUpdate Payment
Updates an existing customer payment.
ActionUpdate Purchase Order
Updates an existing purchase order.
ActionUpdate Sales Invoice
Updates an existing sales invoice.
ActionUpdate Sales Order
Updates existing sales order with line items.
ActionUpdate Vendor Payment
Updates an existing vendor payment.
ActionVoid Invoice
Void an invoice by ID.
Action
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Connect Zoho Books with 425+ Apps
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About Zoho Books
Version 1.0.0
Zoho Books is cloud accounting software for small and mid-sized businesses. It handles invoicing, billing, expense tracking, inventory, bank reconciliation, GST/VAT compliance, and full financial reporting in one place. Part of the Zoho suite, it's used by over 2 million businesses across 160+ countries and supports multiple currencies, tax regions, and global accounting standards.
Zoho Books Integration Changelog
Track the latest updates, new features, and improvements
v1.0.0 – 25 May. 2026
– Initial release