
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

Didn’t find the Zoho Books integration you were looking for?
Integrate your apps to automate those tedious tasks. Save hours every day.
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.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >