Connect Zoho Books with another app

Zoho Books integration

Connect Zoho Books with 918+ other apps in FlowMattic. Pick a trigger, add Zoho Books steps, map the fields from earlier steps and run the workflow on your own server with no per-task fees.

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13 triggers 93 actions Integration version 1.0.0 Categories: Accounting, Invoice Management Unlimited workflows and runs

Pair Zoho Books with another app

See what the two do together: triggers, actions and example workflows.

Popular with Zoho Books

Triggers and actions for Zoho Books

A trigger is the Zoho Books event that starts a workflow. An action is what FlowMattic does in Zoho Books from a step.

Event	What it does	Type
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: 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

Three steps to a running Zoho Books workflow

The builder keeps the order you think in: connect the app, choose what starts the workflow, add what should happen.

Connect
Authorise Zoho Books once
Add a Zoho Books connection under Connects and reuse it in every workflow. Credentials stay in your WordPress database.
Trigger
Pick what starts it
Start from a Zoho Books event, or from a WordPress event, a form, a webhook, a schedule or any of the 918+ integrations, then capture a sample so later steps can map real fields.
Act
Add Zoho Books steps and logic
Chain Zoho Books actions with Router, Filter, Iterator and Delay, test each step against captured data, then switch the workflow on.

Zoho Books workflows people build

Each example pairs Zoho Books with an app it is often used with. Build any of them on the canvas, or start from the workflow library.

Update Google Calendar events with Zoho Books invoice payment status for clients

Zoho Books to Google Calendar

Create Mailchimp campaigns for Zoho Books customers with pending invoices

Zoho Books to Mailchimp

Create Zoho Books estimates from WooCommerce orders tagged 'high-priority' for VIP clients

Zoho Books to WooCommerce

Create Calendly meetings from Zoho Books invoices for payment discussions

Zoho Books to Calendly

Add new Zoho Books vendors to Google Sheets for supplier management

Zoho Books to Google Sheets

Send Slack notifications for new Zoho Books invoices to the finance team

Zoho Books to Slack

Browse the workflow library

Connect Zoho Books with other apps

857 apps have triggers or actions that work with Zoho Books. The ones used together most often come first.

Showing 24 of 857 apps

About Zoho Books

FlowMattic integration 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.