Integrate Zoho Books with Fleetio
Send information between Zoho Books and Fleetio automatically, without writing any code, using Zoho Flow.
Build your own integrations between Zoho Books and Fleetio
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Supported triggers and actions
Integrate Zoho Books and Fleetio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Bill of supply created
Triggers when a new bill of supply is created
Recurring bill created
Triggers when a new recurring bill is created
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
Account updated
Triggers when the details of an account in the selected organization are updated
Sales order created
Triggers when a sales order is created
Vendor updated
Triggers when the details of an existing vendor is updated
Custom module entry created
Triggers when a new custom module entry is created
Credit note created
Triggers when a new credit note is created in the selected organization
Picklist created
Triggers when a new picklist is created
Invoice updated
Triggers when an existing invoice is updated
Vendor payment made
Triggers when a vendor payment is made
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Project created
Triggers when a new project is created
Retainer invoice created
Triggers when a retainer invoice is created
Customer created
Triggers when a new customer is created
Vendor created
Triggers when a new vendor is created
Sales receipt created
Triggers when a new sales receipt is created
Vendor credit created
Triggers when a new vendor credit is created
Purchase order updated
Triggers when the details of an existing purchase order are updated
Customer updated
Triggers when the details of a customer are updated
Inventory adjustment updated
Triggers when the details of an existing inventory adjustment is updated
Time entry updated
Triggers when an existing time entry is updated
Credit note updated
Triggers when the details of an existing credit note are updated
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
Bill of supply updated
Triggers when the details of an existing bill of supply are updated
Bill updated
Triggers when an existing bill is updated
Expense updated
Triggers when an existing expense is updated
Sales order updated
Triggers when the details of an existing sales order are updated
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
Customer payment received
Triggers when a new payment is made by a customer
Inventory adjustment made
Triggers when a new inventory adjustment is made
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Sales receipt updated
Triggers when the details of an existing sales receipt is updated
Funds transferred to another account
Triggers when funds are transferred from one account to another
Bill created
Triggers when a new bill is created
Project updated
Triggers when an existing project is updated
Expense created
Triggers when a new expense is created
Recurring invoice created
Triggers when a new recurring invoice is created
Item created
Triggers when a new item is created
Estimate created
Triggers when a new estimate is created
Estimate updated
Triggers when an existing estimate is updated
Customer payment updated
Triggers when a payment made by a customer is updated
Account transaction added
Triggers when a new account transaction is added
Custom module entry updated
Triggers when the details of an existing module entry are updated
Account created
Triggers when an account is created in the selected organization
Purchase order created
Triggers when a new purchase order is created
Invoice created
Triggers when a new invoice is created
Recurring expense created
Triggers when a new recurring expense is created
Delivery challan created
Triggers when a new delivery challan is created
Time entry created
Triggers when a new time entry is created
Delivery challan updated
Triggers when the details of an existing delivery challan are updated
Item updated
Triggers when an existing item is updated
Fuel entry created
Triggered when a new fuel entry is created
Work order created
Triggers when a new work order is created
Issue closed
Triggers when an existing issue is closed
Issue resolved
Triggers when an existing issue is resolved
Equipment updated
Triggers when the details of an existing equipment is updated
Vendor updated
Triggers when the details of an existing vendor is updated
Contact updated
Triggers when the details of an existing contact is updated
Service entry updated
Triggers when the details of an existing service entry is updated
Contact assigned
Triggers when an existing contact is assigned to service a vehicle
Contact archived
Triggers when an existing contact is archived
Issue created
Triggers when a new issue is created
Service entry created
Triggers when a new service entry is created
Vehicle updated
Triggers when the details of an existing vehicle is updated
Equipment created
Triggers when a new equipment is created
Expense entry updated
Triggers when the details of an existing expense entry is updated
Vehicle created
Triggers when a new vehicle is created
Fuel entry updated
Triggers when the details of an existing fuel entry is updated
Vendor created
Triggers when a new vendor is created
Contact merged
Triggers when an existing contact is merged
Expense entry created
Triggers when a new expense entry is created
Work order updated
Triggers when the details of an existing work order is updated
Issue updated
Triggers when an existing issue is updated
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Mark as primary contact person
Marks the specified contact as the primary contact of the company
Create expense
Creates a new expense
Create account
Creates a new account in the selected organization
Create sales person
Creates a new sales person
Request payment information
Requests payment information from the specified contact
Refund customer payment
Refunds the specified payment
Create item
Creates a new item
Create purchase order
Creates a new purchase order
Send retainer invoice
Sends an existing retainer invoice by email
Add comment to invoice
Adds a comment to the specified invoice
Create recurring bill
Creates a new recurring bill
Create inventory adjustment
Creates a new inventory adjustment
Create contact person
Creates a new contact person
Create delivery challan
Creates a new delivery challan
Add comment to vendor
Adds a comment to the specified vendor
Invite user to project
Invites a new user to the selected project
Create sales order
Creates a new sales order
Create payment link
Creates a new payment link
Create bank transaction
Creates a new bank transaction
Create journal
Creates a new journal
Create project
Creates a new project
Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
Create credit note
Creates a new credit note
Refund credit note
Refunds credit note by ID
Create retainer invoice
Creates a new retainer invoice
Add comment to customer
Adds a comment to the specified customer
Add comment to project
Adds a comment to the specified project
Assign user to project
Assigns the specified user to an existing project
Update invoice reminder status
Updates the status of an existing invoice reminder
Add user
Adds a new user
Add comment to vendor credit
Adds a comment to the specified vendor credit
Add comment to credit note
Adds a comment to the specified credit note
Create vendor credit
Creates a new vendor credit
Add comment to bill
Adds a comment to the specified bill
Add comment to estimate
Adds a comment to the specified estimate
Record customer payment
Records a payment for an existing customer invoice
Add comment to purchase order
Adds a comment to the specified purchase order
Send invoice
Sends an existing invoice by email
Create vendor
Creates a new vendor
Create task
Creates a new task
Create bill
Creates a new bill
Create estimate
Creates a new estimate
Record retainer invoice payment
Records payment for an existing retainer invoice
Add address
Adds an address to a customer or vendor contact
Create time entry
Creates a new time entry
Add comment to sales order
Adds a comment to the specified sales order
Send sales order
Sends an existing sales order by email
Record vendor payment
Records a payment for an existing vendor invoice
Update customer SMS notification status
Updates the status of an existing customer SMS notification
Create customer
Creates a new customer
Create public share link
Creates a public share link for the selected module
Create custom module entry
Creates a new custom module entry
Create sales receipt
Creates a new sales receipt
Create recurring expense
Creates a new recurring expense
Enable portal access
Enables portal access for the specified customer or vendor
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
Send estimate
Sends an existing estimate to the specified recipients
Create recurring invoice
Creates a new recurring invoice
Send credit note
Sends the specified credit note to a recipient
Create invoice
Creates a new invoice
Send purchase order
Sends an existing purchase order by email
Link customer to vendor
Links the customer to an existing vendor
Update credit note
Updates the details of an existing credit note
Update task
Updates the details of an existing task
Submit or approve sales order
Submits or approves an existing sales order
Reject purchase order
Rejects an existing purchase order
Submit or approve credit note
Submits or approves an existing credit note
Apply credit to invoice
Adds a credit note to the specified invoice
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 recurring invoice
Updates the details of an existing recurring invoice
Update expense
Updates the details of an existing expense
Reject retainer invoice
Rejects an existing retainer invoice
Update recurring bill
Updates the details of an existing recurring bill
Update account
Updates the details of an account in the selected organization
Update invoice status
Updates the status of an existing invoice
Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
Update estimate
Updates the details of an existing estimate
Reject vendor credit
Rejects an existing vendor credit
Stop or resume recurring bill
Stops or resumes an existing recurring bill
Update credit note status
Updates the status of an existing credit note
Stop or resume recurring expense
Stops or resumes an existing recurring expense
Update address
Updates the details of an existing customer or vendor address
Update bill status
Updates the status of an existing bill
Update item
Updates the details of an existing item
Update user status
Updates the status of an existing user
Update contact person
Updates the details of an existing contact person
Update contact status
Updates the status of an existing customer or vendor
Update journal
Updates the details of an existing journal
Submit or approve invoice
Submits or approves an existing invoice
Update payment link
Updates the details of an existing payment link
Update invoice
Updates the details of an existing invoice
Update project status
Updates the status of an existing project
Update retainer invoice status
Updates the details of an existing retainer invoice
Update sales order
Updates the details of an existing sales order
Submit or approve estimate
Submits or approves an existing estimate
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted
Reject sales order
Rejects an existing sales order
Reject bill
Rejects an existing bill
Reject estimate
Rejects an existing estimate
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
Update vendor credit
Updates the details of an existing vendor credit
Update delivery challan
Updates the details of an existing delivery challan
Update recurring expense
Updates the details of an existing recurring expense
Update bill
Updates the details of an existing bill
Update time entry
Updates an existing time entry
Update customer
Updates the details of an existing customer
Reject credit note
Rejects an existing credit note
Submit or approve purchase order
Submits or approves an existing purchase order
Update user
Updates the details of an existing user
Update purchase order status
Updates the status of an existing purchase order
Update project
Updates the details of an existing project
Update vendor
Updates the details of an existing vendor
Submit or approve bill
Submits or approves an existing bill
Update retainer invoice
Updates the details of an existing retainer invoice
Update custom module entry
Updates the details of a existing custom module entry
Reject invoice
Rejects an existing invoice
Update estimate status
Updates the status of an existing estimate
Update purchase order
Updates the details of an existing purchase order
Update vendor credit status
Updates the details of an existing credit status
Fetch customer payment
Fetches the details of an existing customer payment
Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
Fetch payment link
Fetches the details of an existing payment link
Fetch purchase order
Fetches the details of an existing purchase order by its number
Fetch vendor credit
Fetches the details of an existing vendor credit
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 credit note
Fetches the details of an existing credit note by number
Fetch customer
Fetches the details of an existing customer
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
Fetch recurring bill
Fetches the details of an existing recurring bill
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 vendor payment
Fetches the details of an existing vendor payment
Fetch invoice
Fetches the details of an existing invoice
Convert sales order to invoice
Converts an existing sales order to an invoice
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 estimate
Fetches the details of an existing estimate by its number
Fetch sales receipt
Fetches the details of an existing sales receipt by number
Fetch journal
Fetches the details of an existing journal
Fetch user
Fetches the details of an existing user by email address
Fetch sales order
Fetches the details of an existing sales order by number
Fetch bank account
Fetches the details of an existing bank account
Fetch bill
Fetches the details of an existing bill
Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
Fetch account
Fetches the details of an existing account by its ID
Fetch vendor
Fetches the details of an existing vendor
Fetch custom module entry
Fetches the details of an existing custom module entry
Create a contact
Creates a new contact
Create vendor
Creates a new vendor
Create fuel entry
Creates a new fuel entry
Create work order line item
Creates a new work order line item
Create issue
Creates a new issue
Create equipment assignment
Create a new equipment assignment for the assignee
Create work order
Creates a new work order
Create service entry line item
Creates a new service entry line item
Create expense entry
Creates a new expense entry
Create equipment
Creates a new equipment
Create group
Creates a new group
Create vehicle
Creates a new vehicle
Create service entry
Creates a new service entry
Archive vendor by ID
Archives a vendor using ID
Archive contact by ID
Archives a contact using ID
Close issue by ID
Closes an issue using ID
Update equipment
Updates the details of an existing equipment
Restore equipment by ID
Restores an existing equipment using ID
Update work order
Updates the details of an existing work order
Update vendor
Updates the details of an existing vendor
Reopen issue by ID
Reopens an existing issue using ID
Update group
Updates the details of an existing group
Restore vendor by ID
Restores an existing vendor using ID
Unassign equipment
Unassigns an equipment from an existing assignee
Restore contact by ID
Restores an existing contact using ID
Update issue
Updates the details of an existing issue
Update service entry
Updates the details of an existing service entry
Archive equipment by ID
Archives an existing equipment using ID
Update vehicle
Updates the details of an existing vehicle
Update contact
Updates the details of an existing contact
Resolve issue by ID
Resolves an existing issue using ID
Fetch fuel entry by ID
Fetches the details of an existing fuel entry using ID
Fetch issue by ID
Fetches the details of an existing issue using ID
Fetch contact by ID
Fetches the details of an existing contact using ID
Fetch work order line item by ID
Fetches the details of an existing work order line item using ID
Fetch work order by work order details
Fetches the details of an existing work order using work order details
Fetch contact by contact details
Fetches the details of an existing contact using contact details
Fetch group by ID
Fetches the details of an existing group using ID
Fetch vehicle by ID
Fetches the details of an existing vehicle using ID
Fetch group by name
Fetches the details of an existing group using name
Fetch vehicle by vehicle details
Fetches the details of an existing vehicle using vehicle details
Fetch equipment by ID
Fetches the details of an existing equipment using ID
Fetch service entry by ID
Fetches the details of an existing service entry using ID
Fetch expense entry by ID
Fetches the details of an existing expense entry using ID
Fetch issue by number
Fetches the details of an existing issue using number
Fetch service entry line item by ID
Fetches the details of an existing service entry line item using ID
Fetch vendor by ID
Fetches the details of an existing vendor using ID
Fetch service entry by reference number
Fetches the details of an existing service entry using reference number
Fetch work order by ID
Fetches the details of an existing work order using ID
Fetch equipment by equipment details
Fetches the details of an existing equipment using equipment details
Fetch vendor by vendor details
Fetches the details of an existing vendor using vendor details
What is Zoho Books?
Zoho Books is online accounting software that helps you manage finances, track expenses, handle inventory, and file GST returns—all in one place.
Similar apps
What is Fleetio?
Fleetio is a fleet management software that helps businesses create orders, schedule inspections, manage stocks and more.
Similar apps
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Technical Engineer, Master Liveaboards
