Integrate Zoho Books with 900+ 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

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Create contacts in Zoho Books for new leads in Zoho CRM

Automatically add your CRM leads as contacts to your accounting application. This flow adds new Zoho CRM leads as contacts in Zoho Books.

How it works
1. A new lead is added to Zoho CRM.
2. Zoho Flow adds the new lead to Zoho Books as a contact.
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Create contacts in Zoho Books for new leads in Zoho CRM

Zoho CRM + Zoho Books

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 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.

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 Create and place contacts in ActiveTrail when leads created in Zoho CRM

Zoho CRM + ActiveTrail + Zoho Books

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Send sales invoice from Zoho Books for new form submissions in Zoho Forms

Send an invoice from your accounting application based on a response to one of your forms. This flow creates a sales invoice in Zoho Books and sends it to the email address received in Zoho Forms as an entry.

How it works
1. A form entry is received in Zoho Forms containing an email address.
2. Zoho Flow creates and an invoice in Zoho Books and sends it to the email address received in Zoho Forms.
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Send sales invoice from Zoho Books for new form submissions in Zoho Forms

Zoho Forms + Zoho Books

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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.

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Create contacts in Zoho Books for new Agile CRM deals

Agile CRM + Zoho Books

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Create and send an invoice from Zoho Books for new bookings in Checkfront


Whenever someone schedules a booking, you can use this flow to create and send an invoice to them automatically. This flow creates and sends an invoice through Zoho Books to people who have made a new booking in Checkfront.

How it works
1) A new booking is scheduled in Checkfront.
2) Zoho Flow creates and sends an invoice on Zoho Books.
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Create and send an invoice from Zoho Books for new bookings in Checkfront

Checkfront + Zoho Books

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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.

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Add new Constant Contact contacts to Zoho Books

Constant Contact + Zoho Books

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Create invoices in Zoho Books for new sales orders in Vend

Automatically create an invoice in your accounting app every time a new sales order is created in your POS application. This flow automatically creates an invoice in Zoho Books every time there’s a new sales order in Vend.

How it works
1. A new sales order is received in Vend.
2. Zoho Flow creates a new invoice in Zoho Books.
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Create invoices in Zoho Books for new sales orders in Vend

Vend + Zoho Books

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Create an invoice in Zoho Books when a new order is created in WooCommerce


Automating business processes, such as creating invoices, will help you create them in no time. This flow will automatically create an invoice in Zoho Books when a new order is created in WooCommerce.

How it works
1) A new order is created in WooCommerce.
2) Zoho Flow will create an invoice for it in Zoho Books.
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Create an invoice in Zoho Books when a new order is created in WooCommerce

WooCommerce + Zoho Books

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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.

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Create contacts in Zoho Books for new Wufoo form entries

Wufoo + Zoho Books

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Create invoice in Zoho Books for new Order in Zoho Backstage.


Let automation create invoices for your attendees while you focus on organising your event. This flow will create an invoice in Zoho Books for a new order in Zoho Backstage.

How it works

1) A new order is created in Zoho Backstage.
2) Zoho Flow will create an invoice for it in Zoho Books.
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Create invoice in Zoho Books for new Order in Zoho Backstage.

Zoho Backstage + Zoho Books

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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.

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Create Zoho Books invoices for new Zoho Form entries

Zoho Forms + Zoho Books

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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.

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Update Zoho Books contacts when payments are received in QuickBooks

QuickBooks + Zoho Books

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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.

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Create Zoho Book Contacts and Zoho Project tasks when quotes are accepted in Quotient

Quotient + Zoho Books + Zoho Projects

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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.

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Add Salesflare contacts to Zoho Books

Salesflare + Zoho Books

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Create and send an invoice in Zoho Books when an appointment is booked in Zoho Bookings


Automate your invoice creation and sending process, so you can focus on offering an exceptional customer experience during your appointments. This flow will create and send an invoice to your customer via Zoho Books when an appointment is booked in Zoho Bookings.


How it works

1) An appointment is booked in Zoho Bookings.
2) Zoho Flow will create and send the customer an invoice via Zoho Books.
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Create and send an invoice in Zoho Books when an appointment is booked in Zoho Bookings

Zoho Bookings + Zoho Books

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Add updated purchase orders in Zoho Books to a Google Sheets spreadsheet

Update your purchase order information spreadsheet if the original purchase order has been modified. This flow updates a Google Sheets spreadsheet every time there’s an update to a purchase order in Zoho Inventory.

How it works
1. A purchase order is updated in Zoho Inventory.
2. Zoho Flow updates the order information in the corresponding Google Sheets spreadsheet.
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Add updated purchase orders in Zoho Books to a Google Sheets spreadsheet

Zoho Books + Google Sheets

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Send review invitations via Trustpilot for new orders in Zoho Books


Automatically invite a customer to write a review as soon as they place an order. This flow sends a review invitation via Trustpilot for new orders in Zoho Books.

How it works
1) A new order is received in Zoho Books.
2) Zoho Flow sends a review invitation from Trustpilot.
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Send review invitations via Trustpilot for new orders in Zoho Books

Zoho Books + Trustpilot

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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.

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Post new invoices from Zoho Books to a Zoho Cliq channel

Zoho Books + Zoho Cliq

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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.

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Get messages in Slack about new invoices in Zoho Books

Zoho Books + Slack

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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.

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Create Zoho Sheet rows for new expenses in Zoho Books

Zoho Books + Zoho Sheet

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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.

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Add new Hiveage contacts to Zoho Books

Hiveage + Zoho Books

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Add new Loyverse items to Zoho Books


Automatically add new items created in your POS app to your accounting app. This flow adds new Loyverse items to Zoho Books.

How it works
1. A new item is created in Loyverse.
2. Zoho Flow adds the new item to Zoho Books.
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Add new Loyverse items to Zoho Books

Loyverse + Zoho Books

Build your own Zoho Books integrations

Connect Zoho Books with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Zoho Books workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Custom module entry updated

Triggers when the details of an existing module entry are updated

Vendor created

Triggers when a new vendor is created

Recurring expense created

Triggers when a new recurring expense is created

Vendor payment made

Triggers when a vendor payment is made

Bill created

Triggers when a new bill is created

Sales receipt updated

Triggers when the details of an existing sales receipt is updated

Vendor credit created

Triggers when a new vendor credit is created

Time entry updated

Triggers when an existing time entry is updated

Delivery challan updated

Triggers when the details of an existing delivery challan are updated

Account created

Triggers when an account is created in the selected organization

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Credit note updated

Triggers when the details of an existing credit note are updated

Credit note created

Triggers when a new credit note is created in the selected organization

Customer updated

Triggers when the details of a customer are updated

Vendor updated

Triggers when the details of an existing vendor is updated

Invoice updated

Triggers when an existing invoice is updated

Item updated

Triggers when an existing item is updated

Customer created

Triggers when a new customer is created

Sales receipt created

Triggers when a new sales receipt is created

Delivery challan created

Triggers when a new delivery challan is created

Estimate created

Triggers when a new estimate is created

Estimate updated

Triggers when an existing estimate is updated

Project created

Triggers when a new project is created

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Account transaction added

Triggers when a new account transaction is added

Time entry created

Triggers when a new time entry is created

Retainer invoice created

Triggers when a retainer invoice is created

Sales order created

Triggers when a sales order is created

Expense created

Triggers when a new expense is created

Recurring bill updated

Triggers when the details of an existing recurring bill is updated

Funds transferred to another account

Triggers when funds are transferred from one account to another

Vendor credit updated

Triggers when the details of an existing vendor credit are updated

Expense updated

Triggers when an existing expense is updated

Project updated

Triggers when an existing project is updated

Invoice created

Triggers when a new invoice is created

Sales order updated

Triggers when the details of an existing sales order are updated

Account updated

Triggers when the details of an account in the selected organization are updated

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Recurring bill created

Triggers when a new recurring bill is created

Recurring invoice created

Triggers when a new recurring invoice is created

Customer payment received

Triggers when a new payment is made by a customer

Item created

Triggers when a new item is created

Custom module entry created

Triggers when a new custom module entry is created

Recurring invoice updated

Triggers when the details of an existing recurring invoice are updated

Bill updated

Triggers when an existing bill is updated

Customer payment updated

Triggers when a payment made by a customer is updated

Purchase order created

Triggers when a new purchase order is created

Purchase order updated

Triggers when the details of an existing purchase order are updated

All Actions - Actions are the automated tasks

Add comment to purchase order

Adds a comment to the specified purchase order

Enable portal access

Enables portal access for the specified customer or vendor

Create credit note

Creates a new credit note

Create delivery challan

Creates a new delivery challan

Create expense

Creates a new expense

Create bank transaction

Creates a new bank transaction

Add comment to estimate

Adds a comment to the specified estimate

Create task

Creates a new task

Create sales receipt

Creates a new sales receipt

Send purchase order

Sends an existing purchase order by email

Create vendor

Creates a new vendor

Send credit note

Sends the specified credit note to a recipient

Add comment to vendor

Adds a comment to the specified vendor

Add comment to credit note

Adds a comment to the specified credit note

Create retainer invoice

Creates a new retainer invoice

Create custom module entry

Creates a new custom module entry

Mark as primary contact person

Marks the specified contact as the primary contact of the company

Send invoice

Sends an existing invoice by email

Create bill

Creates a new bill

Create estimate

Creates a new estimate

Add comment to sales order

Adds a comment to the specified sales order

Create contact person

Creates a new contact person

Record vendor payment

Records a payment for an existing vendor invoice

Refund customer payment

Refunds the specified payment

Create customer

Creates a new customer

Create sales order

Creates a new sales order

Add comment to customer

Adds a comment to the specified customer

Send sales order

Sends an existing sales order by email

Assign user to project

Assigns the specified user to an existing project

Add user

Adds a new user

Add comment to invoice

Adds a comment to the specified invoice

Create account

Creates a new account in the selected organization

Refund credit note

Refunds credit note by ID

Add comment to retainer invoice

Adds a comment to the specified retainer invoice

Create recurring bill

Creates a new recurring bill

Request payment information

Requests payment information from the specified contact

Create item

Creates a new item

Create journal

Creates a new journal

Create currency adjustment

Creates a currency adjustment for all open transactions on the specified date

Invite user to project

Invites a new user to the selected project

Create payment link

Creates a new payment link

Create public share link

Creates a public share link for the selected module

Add comment to project

Adds a comment to the specified project

Create recurring expense

Creates a new recurring expense

Create purchase order

Creates a new purchase order

Add comment to vendor credit

Adds a comment to the specified vendor credit

Create inventory adjustment

Creates a new inventory adjustment

Add comment to bill

Adds a comment to the specified bill

Send retainer invoice

Sends an existing retainer invoice by email

Create recurring invoice

Creates a new recurring invoice

Add address

Adds an address to a customer or vendor contact

Create time entry

Creates a new time entry

Create invoice

Creates a new invoice

Create vendor credit

Creates a new vendor credit

Record retainer invoice payment

Records payment for an existing retainer invoice

Record customer payment

Records a payment for an existing customer invoice

Create project

Creates a new project

Send estimate

Sends an existing estimate to the specified recipients

Create sales person

Creates a new sales person

Update sales order

Updates the details of an existing sales order

Stop or resume recurring expense

Stops or resumes an existing recurring expense

Reject credit note

Rejects an existing credit note

Update user status

Updates the status of an existing user

Reject estimate

Rejects an existing estimate

Update purchase order

Updates the details of an existing purchase order

Update time entry

Updates an existing time entry

Update credit note

Updates the details of an existing credit note

Update custom module entry

Updates the details of a existing custom module entry

Update retainer invoice

Updates the details of an existing retainer invoice

Update recurring bill

Updates the details of an existing recurring bill

Update delivery challan

Updates the details of an existing delivery challan

Unlock transaction

Unlocks the locked transactions to allow for modification or deletion

Update contact person

Updates the details of an existing contact person

Reject invoice

Rejects an existing invoice

Update task

Updates the details of an existing task

Submit or approve bill

Submits or approves an existing bill

Update item

Updates the details of an existing item

Update user

Updates the details of an existing user

Update vendor credit

Updates the details of an existing vendor credit

Link customer to vendor

Links the customer to an existing vendor

Update recurring invoice

Updates the details of an existing recurring invoice

Update project

Updates the details of an existing project

Apply retainer invoice to invoice

Adds a retainer invoice to the specified invoice

Submit or approve credit note

Submits or approves an existing credit note

Reject sales order

Rejects an existing sales order

Apply credit to invoice

Adds a credit note to the specified invoice

Stop or resume recurring bill

Stops or resumes an existing recurring bill

Update purchase order status

Updates the status of an existing purchase order

Update contact status

Updates the status of an existing customer or vendor

Update vendor

Updates the details of an existing vendor

Update payment link

Updates the details of an existing payment link

Lock transactions

Prevents transaction details prior to the selected date from being modified or deleted

Update estimate

Updates the details of an existing estimate

Submit or approve sales order

Submits or approves an existing sales order

Update retainer invoice status

Updates the details of an existing retainer invoice

Update recurring expense

Updates the details of an existing recurring expense

Update project status

Updates the status of an existing project

Update journal

Updates the details of an existing journal

Update estimate status

Updates the status of an existing estimate

Update vendor credit status

Updates the details of an existing credit status

Update sales order status

Updates the status of an existing sales order

Submit or approve vendor credit

Submits or approves an existing vendor credit

Update account

Updates the details of an account in the selected organization

Submit or approve purchase order

Submits or approves an existing purchase order

Update bill

Updates the details of an existing bill

Reject purchase order

Rejects an existing purchase order

Reject bill

Rejects an existing bill

Submit or approve estimate

Submits or approves an existing estimate

Submit or approve invoice

Submits or approves an existing invoice

Reject retainer invoice

Rejects an existing retainer invoice

Reject vendor credit

Rejects an existing vendor credit

Update bill status

Updates the status of an existing bill

Update customer

Updates the details of an existing customer

Stop or resume recurring invoice

Stops or resumes an existing recurring invoice

Update invoice status

Updates the status of an existing invoice

Update expense

Updates the details of an existing expense

Submit or approve retainer invoice

Submits or approves an existing retainer invoice

Update address

Updates the details of an existing customer or vendor address

Update credit note status

Updates the status of an existing credit note

Update invoice

Updates the details of an existing invoice

Fetch sales receipt

Fetches the details of an existing sales receipt by number

Fetch bank account

Fetches the details of an existing bank account

Fetch customer

Fetches the details of an existing customer

Fetch retainer invoice

Fetches the details of an existing retainer invoice by number

Fetch vendor payment

Fetches the details of an existing vendor payment

Fetch bill

Fetches the details of an existing bill

Fetch journal

Fetches the details of an existing journal

Fetch payment link

Fetches the details of an existing payment link

Fetch credit note

Fetches the details of an existing credit note by number

Fetch vendor credit

Fetches the details of an existing vendor credit

Fetch recurring expense

Fetches the details of an existing recurring expense by profile name

Fetch project

Fetches the details of an existing project by name

Fetch account

Fetches the details of an existing account by its ID

Fetch custom module entry

Fetches the details of an existing custom module entry

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 user

Fetches the details of an existing user by email address

Fetch estimate

Fetches the details of an existing estimate by its number

Fetch purchase order

Fetches the details of an existing purchase order by its number

Fetch recurring invoice

Fetches the details of an existing recurring invoice by profile name

Fetch invoice

Fetches the details of an existing invoice

Fetch inventory adjustment

Fetches the details of an existing inventory adjustment

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch vendor

Fetches the details of an existing vendor

Fetch item

Fetches the details of an existing item by its ID, number or name.

Fetch delivery challan

Fetches the details of an existing delivery challan

Fetch sales order

Fetches the details of an existing sales order by number

Fetch recurring bill

Fetches the details of an existing recurring bill

Fetch customer payment

Fetches the details of an existing customer payment

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.

Build 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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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