Integrate Zoho Books with 850+ apps
Create business workflows for Zoho Books without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Zoho Books workflows
Send sales invoice from Zoho Books for new form submissions in Zoho Forms
How it works
Send sales invoice from Zoho Books for new form submissions in Zoho Forms
Zoho Forms + Zoho Books
Create contacts in Zoho Books for new Agile CRM deals
If you're using Agile CRM to close business deals and Zoho Books to get paid for them, this is the automation for you. Every time a new deal is created in Agile CRM, this flow automatically adds a corresponding contact in Zoho Books.
How it works
1. A new deal is created in Agile CRM.
2. Zoho Flow creates a new contact in Zoho Books.
Create contacts in Zoho Books for new Agile CRM deals
Agile CRM + Zoho Books
Create and place contacts in ActiveTrail when leads created in Zoho CRM
Whenever a new lead is created in Zoho CRM, Zoho Flow uses decision logic to identify the status of the lead. If the lead is pre-qualified, the flow creates a contact and adds them to a group in ActiveTrail, and also makes a copy of the contact in Zoho Books. On the other hand, if the lead is not pre-qualified, Zoho Flow further checks if an attempt was made to contact the lead, or if the lead was successfully contacted. If either is true, they are automatically added as a contact to a different group in ActiveTrail.
How it works
1. A new lead is created in Zoho CRM.
2. Zoho Flow executes the following tasks automatically:
a. Uses decision logic to check if:
(i) lead status equals 'pre-qualify.'
If (i) is true, Zoho Flow:
b. Creates a contact in ActiveTrail.
c. Adds the contact to a specific group in ActiveTrail.
d. Creates a contact in Zoho Books.
If (i) is false, Zoho Flow:
Uses decision logic to check for the following conditions:
(ii) lead status is 'attempted to contact'.
(iii) lead status is 'contacted'.
if (ii) OR (iii) is true Creates a contact in ActiveTrail.
Adds the contact to a specific group in ActiveTrail.
Create and place contacts in ActiveTrail when leads created in Zoho CRM
Zoho CRM + ActiveTrail + Zoho Books
Create invoices in Zoho Books for new sales orders in Vend
How it works
Create invoices in Zoho Books for new sales orders in Vend
Vend + Zoho Books
Create an invoice in Zoho Books when a new order is created in WooCommerce
How it works
Create an invoice in Zoho Books when a new order is created in WooCommerce
WooCommerce + Zoho Books
Create contacts in Zoho Books for new Wufoo form entries
With Zoho Flow, you can now move new business leads to your accounting system automatically. This flow creates a new contact in Zoho Books whenever a response is submitted for a Wufoo form.
How it works
1. A new form entry is submitted in Wufoo.
2. Zoho Flow creates a contact in Zoho Books.
Create contacts in Zoho Books for new Wufoo form entries
Wufoo + Zoho Books
Create invoice in Zoho Books for new Order in Zoho Backstage.
How it works
Create invoice in Zoho Books for new Order in Zoho Backstage.
Zoho Backstage + Zoho Books
Create and send an invoice in Zoho Books when an appointment is booked in Zoho Bookings
How it works
Create and send an invoice in Zoho Books when an appointment is booked in Zoho Bookings
Zoho Bookings + Zoho Books
Add updated purchase orders in Zoho Books to a Google Sheets spreadsheet
How it works
Add updated purchase orders in Zoho Books to a Google Sheets spreadsheet
Zoho Books + Google Sheets
Send review invitations via Trustpilot for new orders in Zoho Books
How it works
Send review invitations via Trustpilot for new orders in Zoho Books
Zoho Books + Trustpilot
Post new invoices from Zoho Books to a Zoho Cliq channel
Do you want to keep your team updated about every new order that you receive? This Zoho Books-Zoho Cliq flow can help you do that effortlessly. It automatically posts new invoices from Zoho Books to your team's Cliq channel, saving you from endless cut-copy-pasting.
How it works
1. A new invoice is created in Zoho Books.
2. Zoho Flow posts the invoice in a channel on Zoho Cliq.
Post new invoices from Zoho Books to a Zoho Cliq channel
Zoho Books + Zoho Cliq
Get messages in Slack about new invoices in Zoho Books
Use this integration to get an instant update about each new order that you receive. Every time an invoice is created in Zoho Books, the flow automatically sends you a message via Slack.
How it works
1. A new invoice is created in Zoho Books.
2. Zoho Flow sends you a message via Slack.
Get messages in Slack about new invoices in Zoho Books
Zoho Books + Slack
Create Zoho Sheet rows for new expenses in Zoho Books
If you log all your expenses in Zoho Sheet, you can use this flow to reduce the time spend updating your sheets. This flow automatically creates a new row in Zoho Sheet whenever an expense is created in Zoho Books.
How it works
1. A new expense is created in Zoho Books.
2. Zoho Flow adds a new row in Zoho Sheet.
Create Zoho Sheet rows for new expenses in Zoho Books
Zoho Books + Zoho Sheet
Create contacts in Zoho Books for new leads in Zoho CRM
How it works
Create contacts in Zoho Books for new leads in Zoho CRM
Zoho CRM + Zoho Books
Create and send an invoice from Zoho Books for new bookings in Checkfront
How it works
Create and send an invoice from Zoho Books for new bookings in Checkfront
Checkfront + Zoho Books
Add new Constant Contact contacts to Zoho Books
Convert leads into sales much faster by keeping your accounting software in sync with the contacts in your mailing list. Whenever you add a new contact in Constant Contact, this flow makes a copy of it in Zoho Books, automatically.
How it works
1. A new contact is added in Constant Contact.
2. Zoho Flow makes a copy of it in Zoho Books.
Add new Constant Contact contacts to Zoho Books
Constant Contact + Zoho Books
Update Zoho Books contacts when payments are received in QuickBooks
Every time payment is received in QuickBooks, the flow automatically updates the contact's Zoho Books profile with the details of the transaction. That way, all your buyers' details are synced between the two apps, making them more easily accessible to you.
How it works
1. Payment is recorded for a customer in Quickbooks.
2. Zoho Flow updates the corresponding contact profile in Zoho Books.
Update Zoho Books contacts when payments are received in QuickBooks
QuickBooks + Zoho Books
Create Zoho Book Contacts and Zoho Project tasks when quotes are accepted in Quotient
When a client accepts your quote, the processes that follow need to be seamless. As soon as a quote is accepted in Quotient, this flow automatically creates a task for your team in Zoho Projects and adds the client as a contact in Zoho Books so you can generate invoices easily.
How it works
1. A new quote is accepted in Quotient.
2. Zoho Flow executes the following tasks automatically:
a. Creates a contact in Zoho Books.
b. Creates a task in Zoho Projects.
Create Zoho Book Contacts and Zoho Project tasks when quotes are accepted in Quotient
Quotient + Zoho Books + Zoho Projects
Add Salesflare contacts to Zoho Books
Every time a contact is added in Salesflare, the flow creates a corresponding contact in Zoho Books, so you can easily generate estimates or invoices for new clients.
How it works
1. A new contact is added in Salesflare.
2. Zoho Flow creates a corresponding contact in Zoho Books.
Add Salesflare contacts to Zoho Books
Salesflare + Zoho Books
Create Zoho Books invoices for new Zoho Form entries
This flow creates a new invoice in Zoho Books each time an entry is submitted in Zoho Forms. That way, your team can attend to sales orders instantly.
How it works
1. A new response is submitted in Zoho Forms.
2. Zoho Flow executes the following tasks in Zoho Books automatically:
a. Creates or fetches a contact.
b. Creates or fetches an item.
c. Creates a sales invoice.
Create Zoho Books invoices for new Zoho Form entries
Zoho Forms + Zoho Books
Add new Hiveage contacts to Zoho Books
Use this flow to ensure that your customers' data is automatically synced between your invoicing and accounting apps. Each time a new contact is added in Hiveage, the flow creates a corresponding contact in Zoho Books.
How it works
1. A new contact is added in Hiveage.
2. Zoho Flow creates a contact in Zoho Books.
Add new Hiveage contacts to Zoho Books
Hiveage + Zoho Books
Add new Loyverse items to Zoho Books
How it works
Add new Loyverse items to Zoho Books
Loyverse + Zoho Books
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Customer updated
Triggers when the details of a customer are updated
Item created
Triggers when a new item is created
Expense created
Triggers when a new expense is created
Purchase order updated
Triggers when the details of an existing purchase order are updated
Delivery challan updated
Triggers when the details of an existing delivery challan are updated
Vendor created
Triggers when a new vendor is created
Delivery challan created
Triggers when a new delivery challan is created
Vendor updated
Triggers when the details of an existing vendor is updated
Recurring bill created
Triggers when a new recurring bill is created
Retainer invoice created
Triggers when a retainer invoice is created
Custom module entry created
Triggers when a new custom module entry is created
Credit note updated
Triggers when the details of an existing credit note are updated
Customer payment received
Triggers when a new payment is made by a customer
Bill created
Triggers when a new bill is created
Credit note created
Triggers when a new credit note is created in the selected organization
Purchase order created
Triggers when a new purchase order is created
Time entry created
Triggers when a new time entry is created
Funds transferred to another account
Triggers when funds are transferred from one account to another
Item updated
Triggers when an existing item is updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Vendor credit created
Triggers when a new vendor credit is created
Bill updated
Triggers when an existing bill is updated
Time entry updated
Triggers when an existing time entry is updated
Sales order updated
Triggers when the details of an existing sales order are updated
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
Custom module entry updated
Triggers when the details of an existing module entry are updated
Customer created
Triggers when a new customer is created
Project created
Triggers when a new project is created
Sales order created
Triggers when a sales order is created
Estimate updated
Triggers when an existing estimate is updated
Recurring expense created
Triggers when a new recurring expense is created
Invoice created
Triggers when a new invoice is created
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
Account transaction added
Triggers when a new account transaction is added
Account updated
Triggers when the details of an account in the selected organization are updated
Vendor payment made
Triggers when a vendor payment is made
Account created
Triggers when an account is created in the selected organization
Project updated
Triggers when an existing project is updated
Recurring invoice created
Triggers when a new recurring invoice is created
Customer payment updated
Triggers when a payment made by a customer is updated
Estimate created
Triggers when a new estimate is created
Invoice updated
Triggers when an existing invoice is updated
Expense updated
Triggers when an existing expense is updated
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
All Actions - Actions are the automated tasks
Record customer payment
Records a payment for an existing customer invoice
Request payment information
Requests payment information from the specified contact
Add comment to invoice
Adds a comment to the specified invoice
Create retainer invoice
Creates a new retainer invoice
Add user
Adds a new user
Add comment to credit note
Adds a comment to the specified credit note
Add comment to sales order
Adds a comment to the specified sales order
Create estimate
Creates a new estimate
Create vendor
Creates a new vendor
Add comment to purchase order
Adds a comment to the specified purchase order
Mark as primary contact person
Marks the specified contact as the primary contact of the company
Create purchase order
Creates a new purchase order
Add comment to vendor
Adds a comment to the specified vendor
Add address
Adds an address to a customer or vendor contact
Record vendor payment
Records a payment for an existing vendor invoice
Add comment to vendor credit
Adds a comment to the specified vendor credit
Create project
Creates a new project
Create invoice
Creates a new invoice
Refund credit note
Refunds credit note by ID
Create sales order
Creates a new sales order
Assign user to project
Assigns the specified user to an existing project
Add comment to estimate
Adds a comment to the specified estimate
Add comment to bill
Adds a comment to the specified bill
Send purchase order
Sends an existing purchase order by email
Create delivery challan
Creates a new delivery challan
Create custom module entry
Creates a new custom module entry
Send retainer invoice
Sends an existing retainer invoice by email
Create item
Creates a new item
Create recurring bill
Creates a new recurring bill
Create contact person
Creates a new contact person
Add comment to customer
Adds a comment to the specified customer
Create bill
Creates a new bill
Invite user to project
Invites a new user to the selected project
Create vendor credit
Creates a new vendor credit
Send estimate
Sends an existing estimate to the specified recipients
Send invoice
Sends an existing invoice by email
Enable portal access
Enables portal access for the specified customer or vendor
Create payment link
Creates a new payment link
Create bank transaction
Creates a new bank transaction
Create expense
Creates a new expense
Create credit note
Creates a new credit note
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
Send credit note
Sends the specified credit note to a recipient
Add comment to project
Adds a comment to the specified project
Create customer
Creates a new customer
Create recurring expense
Creates a new recurring expense
Record retainer invoice payment
Records payment for an existing retainer invoice
Create time entry
Creates a new time entry
Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
Refund customer payment
Refunds the specified payment
Create public share link
Creates a public share link for the selected module
Create recurring invoice
Creates a new recurring invoice
Create inventory adjustment
Creates a new inventory adjustment
Create account
Creates a new account in the selected organization
Create task
Creates a new task
Create journal
Creates a new journal
Send sales order
Sends an existing sales order by email
Create sales person
Creates a new sales person
Update expense
Updates the details of an existing expense
Update task
Updates the details of an existing task
Reject sales order
Rejects an existing sales order
Update purchase order
Updates the details of an existing purchase order
Update item
Updates the details of an existing item
Update contact status
Updates the status of an existing customer or vendor
Update recurring invoice
Updates the details of an existing recurring invoice
Stop or resume recurring bill
Stops or resumes an existing recurring bill
Update credit note
Updates the details of an existing credit note
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
Update retainer invoice
Updates the details of an existing retainer invoice
Update bill
Updates the details of an existing bill
Update retainer invoice status
Updates the details of an existing retainer invoice
Reject credit note
Rejects an existing credit note
Submit or approve bill
Submits or approves an existing bill
Update account
Updates the details of an account in the selected organization
Update sales order status
Updates the status of an existing sales order
Update vendor
Updates the details of an existing vendor
Reject purchase order
Rejects an existing purchase order
Update sales order
Updates the details of an existing sales order
Update invoice status
Updates the status of an existing invoice
Reject estimate
Rejects an existing estimate
Submit or approve credit note
Submits or approves an existing credit note
Update payment link
Updates the details of an existing payment link
Update custom module entry
Updates the details of a existing custom module entry
Update bill status
Updates the status of an existing bill
Update vendor credit
Updates the details of an existing vendor credit
Update address
Updates the details of an existing customer or vendor address
Reject retainer invoice
Rejects an existing retainer invoice
Reject bill
Rejects an existing bill
Update invoice
Updates the details of an existing invoice
Update customer
Updates the details of an existing customer
Submit or approve estimate
Submits or approves an existing estimate
Update time entry
Updates an existing time entry
Update user
Updates the details of an existing user
Update estimate status
Updates the status of an existing estimate
Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
Update estimate
Updates the details of an existing estimate
Update vendor credit status
Updates the details of an existing credit status
Reject invoice
Rejects an existing invoice
Update user status
Updates the status of an existing user
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
Update credit note status
Updates the status of an existing credit note
Submit or approve purchase order
Submits or approves an existing purchase order
Reject vendor credit
Rejects an existing vendor credit
Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted
Stop or resume recurring expense
Stops or resumes an existing recurring expense
Update purchase order status
Updates the status of an existing purchase order
Submit or approve invoice
Submits or approves an existing invoice
Submit or approve sales order
Submits or approves an existing sales order
Submit or approve vendor credit
Submits or approves an existing vendor credit
Update journal
Updates the details of an existing journal
Update project status
Updates the status of an existing project
Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
Apply credit to invoice
Adds a credit note to the specified invoice
Update contact person
Updates the details of an existing contact person
Update recurring bill
Updates the details of an existing recurring bill
Update delivery challan
Updates the details of an existing delivery challan
Update recurring expense
Updates the details of an existing recurring expense
Update project
Updates the details of an existing project
Fetch vendor payment
Fetches the details of an existing vendor payment
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
Fetch account
Fetches the details of an existing account by its ID
Fetch journal
Fetches the details of an existing journal
Fetch payment link
Fetches the details of an existing payment link
Fetch vendor credit
Fetches the details of an existing vendor credit
Fetch estimate
Fetches the details of an existing estimate by its number
Fetch credit note
Fetches the details of an existing credit note by number
Fetch bank account
Fetches the details of an existing bank account
Fetch customer
Fetches the details of an existing customer
Fetch user
Fetches the details of an existing user by email address
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch bill
Fetches the details of an existing bill
Fetch project
Fetches the details of an existing project by name
Fetch item
Fetches the details of an existing item by its ID, number or name.
Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
Fetch sales order
Fetches the details of an existing sales order by number
Fetch customer payment
Fetches the details of an existing customer payment
Fetch purchase order
Fetches the details of an existing purchase order by its number
Fetch invoice
Fetches the details of an existing invoice
Fetch vendor
Fetches the details of an existing vendor
Fetch expense
Fetches an existing expense by ID or reference number. If the expense does not exist, you can choose to create a new one.
Fetch recurring bill
Fetches the details of an existing recurring bill
Fetch delivery challan
Fetches the details of an existing delivery challan
What is Zoho Books?
Zoho Books is online accounting software to manage your accounting, inventory and to file your GST returns. You can manage your contacts, set up rules to categorize banking transactions, make informed decisions based on accurate reports, and keep track of every expense.
Bulid comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Know more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
