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Zoho Books Integration

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How it connects

Supported triggers & actions in Zoho Books

A trigger is the event that starts the workflow; an action is what FlowMattic performs to sync data with Zoho Books.

New Bill
Triggers when a new bill is created.
Trigger
New Credit Note
Triggers when a new credit note is created.
Trigger
New Customer
Triggers when a new customer is created.
Trigger
New Customer Payment
Triggers when a new customer payment is recorded.
Trigger
New Estimate
Triggers when a new estimate is created.
Trigger
New Expense
Triggers when a new expense is created.
Trigger
New Invoice
Triggers when a new invoice is created.
Trigger
New Item
Triggers when a new item is created.
Trigger
New Project
Triggers when a new project is created.
Trigger
New Recurring Expense
Triggers when a new recurring expense is created.
Trigger
New Recurring Invoice
Triggers when a new recurring invoice is created.
Trigger
New Timesheet
Triggers when a new time entry / timesheet is created.
Trigger
New Vendor
Triggers when a new vendor is created.
Trigger
Add Attachment To Invoice
Adds an attachment to an invoice (PDF, image, etc).
Action
Add Item to Bill
Append a single line item to an existing bill.
Action
Add Item to Credit Note
Append a single line item to an existing credit note.
Action
Add Item to Delivery Challan
Append a single line item to an existing delivery challan.
Action
Add Item to Estimate
Append a single line item to an existing estimate.
Action
Add Item to Invoice
Append a single line item to an existing invoice.
Action
Add Item to Purchase Order
Append a single line item to an existing purchase order.
Action
Add Item to Recurring Bill
Append a single line item to an existing recurring bill template.
Action
Add Item to Recurring Invoice
Append a single line item to an existing recurring invoice template.
Action
Add Item to Sales Order
Append a single line item to an existing sales order.
Action
Add Item to Vendor Credit
Append a single line item to an existing vendor credit.
Action
Create Bill
Creates a new bill.
Action
Create Contact
Creates a new customer or vendor.
Action
Create Contact Person
Creates a new contact person under an existing contact.
Action
Create Credit Note
Creates a credit note.
Action
Create Delivery Challan
Creates a delivery challan (India-specific shipping document).
Action
Create Employee
Creates an employee for an expense.
Action
Create Estimate
Creates a new estimate.
Action
Create Expense
Creates a new expense.
Action
Create Item
Creates an item.
Action
Create Journal
Creates a manual journal entry with balanced debit / credit lines.
Action
Create Payment
Creates a customer payment or changes the status of the invoice.
Action
Create Purchase Order
Creates a purchase order.
Action
Create Recurring Bill
Creates a recurring bill template that auto-generates bills on a schedule.
Action
Create Recurring Expense
Creates a recurring expense template that auto-generates expense entries on a schedule.
Action
Create Recurring Invoice
Creates a recurring invoice template that auto-generates invoices on a schedule.
Action
Create Sales Invoice
Creates a sales invoice with line items.
Action
Create Sales Invoice (Legacy)
Creates a sales invoice with line items using the legacy "use the customer's contact persons as recipients" shape.
Action
Create Sales Order
Creates a new sales order with line items.
Action
Create Vendor Credit
Creates a vendor credit (credit note issued by a vendor) with line items.
Action
Create Vendor Payment
Creates a vendor payment, optionally applied to bills.
Action
Delete Contact
Delete a specific contact.
Action
Delete Employee
Delete a specific employee.
Action
Delete Estimate
Delete a specific estimate.
Action
Delete Expense
Delete a specific expense.
Action
Delete Invoice
Delete a specific invoice.
Action
Delete Item
Delete a specific item.
Action
Mark Item Active
Activate a previously-inactive item.
Action
Mark Item Inactive
Deactivate an item (it stays in reports but is hidden from new transactions).
Action
Email Invoice
Email an invoice to the customer.
Action
Find Bill
Get specific bill(s) based on search text.
Action
Find Customer
Get specific customer(s) based on search text.
Action
Find Invoice
Finds an invoice by search text or invoice number.
Action
Find or Create Contact
Look up a contact by name or email; create it if no match is found.
Action
Find Vendor
Get specific vendor(s) based on search text.
Action
Get Contact By ID
Get a specific contact detail.
Action
Get Contact Address Details
Retrieves all addresses for a contact.
Action
Get Contact by Email
Get contact details by email address.
Action
Get Contact by Phone Number
Get contact details by phone number.
Action
Get Contact Person
Get a specific contact person detail.
Action
Get Contact Person by Contact ID
List all contact persons under a specific contact.
Action
Get Bill
Get a specific bill detail.
Action
Get Credit Note
Get a specific credit note detail.
Action
Get Credit Note Refund
Get a specific credit note refund.
Action
Get Delivery Challan
Get a specific delivery challan detail.
Action
Get Employee
Get a specific employee detail.
Action
Get Estimate
Get a specific estimate detail.
Action
Get Expense
Get a specific expense detail.
Action
Get Invoice
Get a specific invoice detail.
Action
Get Item
Get a specific item detail.
Action
Get Item by Name
Get a specific item detail by name.
Action
Get Purchase Order
Get a specific purchase order detail.
Action
Get Record by ID
Power-user escape hatch u2014 fetch any record by ID and module slug.
Action
Get Recurring Bill
Get a specific recurring bill detail.
Action
Get Recurring Invoice
Get a specific recurring invoice detail.
Action
Get Sales Order
Get a specific sales order detail by ID.
Action
Get Sales Order by Number
Retrieves sales order details by salesorder_number.
Action
Get Vendor Credit
Get a specific vendor credit detail.
Action
List Active Accounts
Retrieves the list of active Chart-of-Accounts entries.
Action
List Bill Payments
List the payments applied to a specific bill.
Action
List Contact Persons
List all contact persons across the organization.
Action
List Contacts
List contacts, optionally filtered by type or status.
Action
List Currencies
List all currencies configured for the organization.
Action
List Estimates
List estimates.
Action
List Expenses
List expenses.
Action
List Invoices
List invoices, optionally filtered by status or customer.
Action
List Items
List items.
Action
List All Locations
List all locations configured in your Zoho Books organization.
Action
List Organizations
List all Zoho Books organizations accessible by the connected account.
Action
List Customer Payments
List customer payments.
Action
Mark Invoice as Sent
Flip an invoice from Draft to Sent.
Action
Update Bill
Updates the existing bill by bill ID.
Action
Update Contact
Updates an existing customer or vendor.
Action
Update Contact Person
Updates an existing contact person.
Action
Update Estimate
Updates an existing estimate.
Action
Update Expense
Updates an existing expense.
Action
Update Item
Updates an existing item.
Action
Update Payment
Updates an existing customer payment.
Action
Update Purchase Order
Updates an existing purchase order.
Action
Update Sales Invoice
Updates an existing sales invoice.
Action
Update Sales Order
Updates existing sales order with line items.
Action
Update Vendor Payment
Updates an existing vendor payment.
Action
Void Invoice
Void an invoice by ID.
Action

Connect Zoho Books to 783+ apps

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Pick a trigger

Choose the Zoho Books event that should kick off your workflow.

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In the wild

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See how teams are using Zoho Books with FlowMattic to automate their work.

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Connect Zoho Books with 783+ apps

Build powerful automated workflows by connecting Zoho Books with your favorite tools and platforms.

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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.

Related categories

Accounting Invoice Management

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Zoho Books integration changelog

Track the latest updates, new features, and improvements

v1.0.0 – 25 May. 2026
– Initial release

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Zoho Books Integration

Supported triggers & actions in Zoho Books

New Bill

New Credit Note

New Customer

New Customer Payment

New Estimate

New Expense

New Invoice

New Item

New Project

New Recurring Expense

New Recurring Invoice

New Timesheet

New Vendor

Add Attachment To Invoice

Add Item to Bill

Add Item to Credit Note

Add Item to Delivery Challan

Add Item to Estimate

Add Item to Invoice

Add Item to Purchase Order

Add Item to Recurring Bill

Add Item to Recurring Invoice

Add Item to Sales Order

Add Item to Vendor Credit

Create Bill

Create Contact

Create Contact Person

Create Credit Note

Create Delivery Challan

Create Employee

Create Estimate

Create Expense

Create Item

Create Journal

Create Payment

Create Purchase Order

Create Recurring Bill

Create Recurring Expense

Create Recurring Invoice

Create Sales Invoice

Create Sales Invoice (Legacy)

Create Sales Order

Create Vendor Credit

Create Vendor Payment

Delete Contact

Delete Employee

Delete Estimate

Delete Expense

Delete Invoice

Delete Item

Mark Item Active

Mark Item Inactive

Email Invoice

Find Bill

Find Customer

Find Invoice

Find or Create Contact

Find Vendor

Get Contact By ID

Get Contact Address Details

Get Contact by Email

Get Contact by Phone Number

Get Contact Person

Get Contact Person by Contact ID

Get Bill

Get Credit Note

Get Credit Note Refund

Get Delivery Challan

Get Employee

Get Estimate

Get Expense

Get Invoice

Get Item

Get Item by Name

Get Purchase Order

Get Record by ID

Get Recurring Bill

Get Recurring Invoice