Integrate Zoho Books with 800+ 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 an invoice in Zoho Books for new a order in Zoho Backstage.

Zoho Backstage + Zoho Books


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

Zoho Bookings + Zoho Books


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 contacts in Zoho Books for new leads in Zoho CRM

Zoho CRM + Zoho Books


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

Zoho Forms + Zoho Books


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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Create an estimate in your Zoho Books when a new deal is created in Agendor

Agendor + Zoho Books

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Zoho Books when a new deal is created in Agendor.

How it works
  1. The flow triggers when a new deal is created in Agendor.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Generate an estimate within your Zoho Books automatically, When a new deal is created in Agile CRM

Agile CRM + Zoho Books

Automate the generation of estimates for new deals in your customer relationship management software to streamline sales and accounting processes. This flow will create an estimate in your Zoho Books when a new deal is created in Agile CRM.

How it works
  1. The flow triggers when a new deal is created in Agile CRM.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Create an estimate in your Zoho Books when a new deal is created in EngageBay

EngageBay + Zoho Books

Effortlessly create accurate estimates in your online accounting software every time, without any manual input. This flow will create an estimate in your Zoho Books when a new deal is created in EngageBay.

How it works
  1. The flow triggers when a new deal is created in EngageBay.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Create an estimate in Zoho Books for every new deal created in your Freshsales

Freshsales + Zoho Books

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will automatically generate an estimate within your Zoho Books whenever a new deal is created in Freshsales.

How it works
  1. The flow triggers when a new deal is created in the selected view in Freshsales.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Prepare an estimate in Zoho Books for new deals created in your Gro CRM

Gro CRM + Zoho Books

Automate the generation of estimates for new deals in your relationship management software to streamline sales and accounting processes. This flow will create an estimate in your Zoho Books when a new deal is created in Gro CRM.

How it works
  1. The flow triggers when a new deal is created in Gro CRM.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Prepare an estimate in Zoho Books for new deals created in your HubSpot CRM

HubSpot CRM + Zoho Books

Generate estimates instantly when a deal is created in your recruitment software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Zoho Books when a new deal is created in HubSpot CRM.

How it works
  1. The flow triggers when a new deal is created in HubSpot CRM.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Create an estimate in your Zoho Books when a new deal is created in Kizen

Kizen + Zoho Books

Generate estimates instantly when a deal is created in your recruitment software, fostering efficiency in your sales and accounting processes. This flow will automatically generate an estimate within your Zoho Books whenever a new deal is created in Kizen.

How it works
  1. The flow triggers when a new deal is created in Kizen.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Create an estimate in your Zoho Books when a new deal is created in Kylas

Kylas + Zoho Books

Automate the generation of estimates for new deals in your retail sales management software to streamline sales and accounting processes. This flow will create an estimate in your Zoho Books when a new deal is created in Kylas.

How it works
  1. The flow triggers when a deal is created or updated in Kylas.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Create an estimate in your Zoho Books when a new deal is created in Livespace

Livespace + Zoho Books

Generate estimates instantly when a deal is created in your recruitment software, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in Zoho Books for a new deal created in your Livespace.

How it works
  1. The flow triggers when a new deal is created in Livespace.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Generate an estimate within your Zoho Books automatically, When a new deal is created in Moskit

Moskit + Zoho Books

Generate estimates instantly when a deal is created in your relationship management software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Zoho Books when a new deal is created in Moskit.

How it works
  1. The flow triggers when a new deal is created in Moskit.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Create an estimate in your Zoho Books when a new deal is created in Onpipeline

Onpipeline + Zoho Books

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will prepare an estimate in Zoho Books for a new deal created in your Onpipeline.

How it works
  1. The flow triggers when a new deal is created in Onpipeline.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Create an estimate in your Zoho Books when a new deal is created in Outseta

Outseta + Zoho Books

Generate estimates instantly when a deal is created in your subscription platform, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Zoho Books when a new deal is created in Outseta.

How it works
  1. The flow triggers when a new deal is created in Outseta.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Prepare an estimate in Zoho Books for new deals created in your Pipedrive

Pipedrive + Zoho Books

Generate estimates instantly when a deal is created in your pipeline management tool, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Zoho Books when a new deal is created in Pipedrive.

How it works
  1. The flow triggers when a new deal is created in Pipedrive.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Create an estimate in your Zoho Books when a new deal is created in PipelineDeals

PipelineDeals + Zoho Books

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Zoho Books when a new deal is created in PipelineDeals.

How it works
  1. The flow triggers when a new deal is created in PipelineDeals.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Create an estimate in Zoho Books for every new deal created in your Salesmate

Salesmate + Zoho Books

Automate the generation of estimates for new deals in your CRM tool to streamline sales and accounting processes. This flow will automatically generate an estimate within your Zoho Books whenever a new deal is created in Salesmate.

How it works
  1. The flow triggers when a new deal is created in Salesmate.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Create an estimate in your Zoho Books when a new deal is created in Sellf

Sellf + Zoho Books

Automate the generation of estimates for new deals in your organization software to streamline sales and accounting processes. This flow will create an estimate in your Zoho Books when a new deal is created in Sellf.

How it works
  1. The flow triggers when a deal enters a specific pipeline stage in Sellf.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Create an estimate in your Zoho Books when a new deal is created in Teamgate

Teamgate + Zoho Books

Automate the generation of estimates for new deals in your sales CRM to streamline sales and accounting processes. This flow will create an estimate in your Zoho Books when a new deal is created in Teamgate.

How it works
  1. The flow triggers when a new deal is created in Teamgate.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Generate an estimate within your Zoho Books automatically, When a new deal is created in Teamleader

Teamleader + Zoho Books

Generate estimates instantly when a deal is created in your project management software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your Zoho Books when a new deal is created in Teamleader.

How it works
  1. The flow triggers when a new deal is created in Teamleader.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Create an estimate in your Zoho Books when a new deal is created in Teamwork CRM

Teamwork CRM + Zoho Books

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will prepare an estimate in Zoho Books for a new deal created in your Teamwork CRM.

How it works
  1. The flow triggers when a new deal is created in Teamwork CRM.
  2. Zoho Flow creates a new estimate in Zoho Books.
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Generate an invoice in Zoho Books for any new orders received in BigCommerce

BigCommerce + Zoho Books

Ensure prompt service for your customers with swift order processing and invoicing. This flow will create a new invoice in Zoho Books for new orders placed in BigCommerce.

How it works
  1. The flow triggers when a new order is created in BigCommerce.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Prepare an invoice in Zoho Books upon the placement of new orders in Billbee

Billbee + Zoho Books

Generate invoices automatically upon order placement to expedite transactions. This flow will create an invoice in Zoho Books every time a new order is recorded in Billbee.

How it works
  1. The flow triggers when a new order is created in Billbee.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Prepare an invoice in Zoho Books upon the placement of new orders in Cartloom

Cartloom + Zoho Books

Reduce the administrative workload associated with manual invoice creation. This flow will create an invoice in Zoho Books every time a new order is recorded in Cartloom.

How it works
  1. The flow triggers when a new order is created in Cartloom.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Create an invoice in Zoho Books for all new orders placed in CartRover

CartRover + Zoho Books

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will create an invoice in Zoho Books every time a new order is recorded in CartRover.

How it works
  1. The flow triggers when a new order is created in CartRover.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Create an invoice in Zoho Books for new orders placed in Ecwid

Ecwid + Zoho Books

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will produce a new invoice in Zoho Books for each new order created in Ecwid.

How it works
  1. The flow triggers when a new order is created in Ecwid.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Prepare an invoice in Zoho Books upon the placement of new orders in Maropost Commerce Cloud (formerly Neto)

Maropost Commerce Cloud (formerly Neto) + Zoho Books

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will create a new invoice in Zoho Books for new orders placed in Maropost Commerce Cloud (formerly Neto).

How it works
  1. The flow triggers when a new order is created with the order status set to 'new' in Maropost Commerce Cloud (formerly Neto).
  2. Zoho Flow creates a new invoice in Zoho Books.
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Prepare an invoice in Zoho Books upon the placement of new orders in Omnisend

Omnisend + Zoho Books

Reduce the administrative workload associated with manual invoice creation. This flow will produce a new invoice in Zoho Books for each new order created in Omnisend.

How it works
  1. The flow triggers when a new order is created in Omnisend.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Create an invoice in Zoho Books for all new orders placed in Printify

Printify + Zoho Books

Generate invoices automatically upon order placement to expedite transactions. This flow will create a new invoice in Zoho Books for new orders placed in Printify.

How it works
  1. The flow triggers when a new order is created in Printify.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Prepare an invoice in Zoho Books upon the placement of new orders in Saleor

Saleor + Zoho Books

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will create an invoice in Zoho Books every time a new order is recorded in Saleor.

How it works
  1. The flow triggers when an order is confirmed in Saleor.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Prepare an invoice in Zoho Books upon the placement of new orders in Sellbrite

Sellbrite + Zoho Books

Generate invoices automatically upon order placement to expedite transactions. This flow will generate an invoice in Zoho Books whenever a new order is placed in Sellbrite.

How it works
  1. The flow triggers when a new order is created in Sellbrite.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Generate an invoice in Zoho Books for any new orders received in Shipwire

Shipwire + Zoho Books

Generate invoices automatically upon order placement to expedite transactions. This flow will create an invoice in Zoho Books every time a new order is recorded in Shipwire.

How it works
  1. The flow triggers when an order is created in Shipwire.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Generate an invoice in Zoho Books for any new orders received in Shopify

Shopify + Zoho Books

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will generate an invoice in Zoho Books whenever a new order is placed in Shopify.

How it works
  1. The flow triggers when a new order is created in Shopify.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Prepare an invoice in Zoho Books upon the placement of new orders in Squarespace

Squarespace + Zoho Books

Generate invoices automatically upon order placement to expedite transactions. This flow will generate an invoice in Zoho Books whenever a new order is placed in Squarespace.

How it works
  1. The flow triggers when a new order is created in Squarespace.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Generate an invoice in Zoho Books for any new orders received in Starshipit

Starshipit + Zoho Books

Generate invoices automatically upon order placement to expedite transactions. This flow will produce a new invoice in Zoho Books for each new order created in Starshipit.

How it works
  1. The flow triggers when an order is created (Unshipped) in Starshipit.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Generate an invoice in Zoho Books for any new orders received in StoreHippo

StoreHippo + Zoho Books

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will create a new invoice in Zoho Books for new orders placed in StoreHippo.

How it works
  1. The flow triggers when a new order is created in StoreHippo.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Prepare an invoice in Zoho Books upon the placement of new orders in Veeqo

Veeqo + Zoho Books

Ensure prompt service for your customers with swift order processing and invoicing. This flow will create a new invoice in Zoho Books for new orders placed in Veeqo.

How it works
  1. The flow triggers when a new order is recieved in Veeqo.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Generate an invoice in Zoho Books for any new orders received in WooCommerce

WooCommerce + Zoho Books

Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will create an invoice in Zoho Books every time a new order is recorded in WooCommerce.

How it works
  1. The flow triggers when a new order is created in WooCommerce.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Create an invoice in Zoho Books for new orders placed in Zoho Commerce

Zoho Commerce + Zoho Books

Reduce the administrative workload associated with manual invoice creation. This flow will produce a new invoice in Zoho Books for each new order created in Zoho Commerce.

How it works
  1. The flow triggers when an order is confirmed in Zoho Commerce.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Send a notification to the team via Zoho Cliq whenever a payment is received in Zoho Books

Zoho Books + Zoho Cliq

Ensure your team always receives payment information promptly, without any delays or missing details. This flow will trigger a private channel notification in Zoho Cliq for each new payment received in Zoho Books.

How it works
  1. The flow triggers when a new payment is made by a customer in Zoho Books.
  2. Zoho Flow message as a bot on the specified channel in Zoho Cliq.
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Inform the team using Rocket.Chat whenever a new payment is received in Zoho Books

Zoho Books + Rocket.Chat

Ensure your team always receives payment information promptly, without any delays or missing details. This flow will trigger a private channel notification in Rocket.Chat for each new payment received in Zoho Books.

How it works
  1. The flow triggers when a new payment is made by a customer in Zoho Books.
  2. Zoho Flow sends a message in the specified channel in Rocket.Chat.
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Send a notification to the team via Slack whenever a payment is received in Zoho Books

Zoho Books + Slack

Ensure your team always receives payment information promptly, without any delays or missing details. This flow will send a private channel alert in Slack for every new payment received in Zoho Books.

How it works
  1. The flow triggers when a new payment is made by a customer in Zoho Books.
  2. Zoho Flow sends a message to the selected private channel in Slack.
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Generate an invoice in Zoho Books for newly closed deals in Agendor

Agendor + Zoho Books

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Zoho Books whenever a deal is closed in Agendor.

How it works
  1. The flow triggers when a the details of a deal is updated in Agendor.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Create an invoice in Zoho Books for the latest closed deals in HubSpot CRM

HubSpot CRM + Zoho Books

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Zoho Books each time a deal is closed in HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Generate an invoice in Zoho Books for newly closed deals in Kylas

Kylas + Zoho Books

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Zoho Books each time a deal is closed in Kylas.

How it works
  1. The flow triggers when the details of an existing deal are updated in Kylas.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Generate an invoice in Zoho Books for newly closed deals in Lime Go

Lime Go + Zoho Books

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Zoho Books for every finalised deal in Lime Go.

How it works
  1. The flow triggers when the status of a deal is updated to 'won' in Lime Go.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Create an invoice in Zoho Books for recently won deals in OnePageCRM

OnePageCRM + Zoho Books

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Zoho Books for every finalised deal in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Create an invoice in Zoho Books for the latest closed deals in Onpipeline

Onpipeline + Zoho Books

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Zoho Books each time a deal is won in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Create an invoice in Zoho Books for recently won deals in Pipedrive

Pipedrive + Zoho Books

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Zoho Books each time a deal is won in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Create an invoice in Zoho Books for newly acquired deals in PipelineDeals

PipelineDeals + Zoho Books

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Zoho Books for every finalised deal in PipelineDeals.

How it works
  1. The flow triggers when the status of an existing deal is updated in PipelineDeals.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Create an invoice in Zoho Books for the latest closed deals in Teamgate

Teamgate + Zoho Books

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Zoho Books each time a deal is won in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Generate an invoice in Zoho Books for newly closed deals in Teamwork CRM

Teamwork CRM + Zoho Books

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Zoho Books whenever a deal is closed in Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Generate an invoice in Zoho Books for newly closed deals in Zoho CRM

Zoho CRM + Zoho Books

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Zoho Books for every finalised deal in Zoho CRM.

How it works
  1. The flow triggers when an existing deal is updated in Zoho CRM.
  2. Zoho Flow creates a new invoice in Zoho Books.
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Create a new task in LiquidPlanner when a order is created in Zoho Books

Zoho Books + LiquidPlanner

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in LiquidPlanner each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in LiquidPlanner.
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Initiate a new task in Forecast whenever an order is created in Zoho Books

Zoho Books + Forecast

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Forecast whenever a new order is placed in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Forecast.
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Create a new task in Breeze when a order is created in Zoho Books

Zoho Books + Breeze

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Breeze when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Breeze.
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Create a new task in Trigger when a new order is created in Zoho Books

Zoho Books + Trigger

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in Trigger when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in the selected project in Trigger.
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Create a task in awork each time a new order is made in Zoho Books

Zoho Books + awork

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to awork whenever a new order is placed in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in the selected project in awork.
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Create a new task in Insightly when a order is created in Zoho Books

Zoho Books + Insightly

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Insightly when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Insightly.
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Create a new task in Podio when a new order is created in Zoho Books

Zoho Books + Podio

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Podio when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Podio.
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Create a new task in TickTick when a new order is created in Zoho Books

Zoho Books + TickTick

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to TickTick whenever a new order is placed in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in TickTick.
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Create a new task in Toodledo when a new order is created in Zoho Books

Zoho Books + Toodledo

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Toodledo whenever an order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task with no folder assigned in Toodledo.
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Create a task in Active Collab each time a new order is made in Zoho Books

Zoho Books + Active Collab

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Active Collab each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Active Collab.
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Create a new task in Aero Workflow when a new order is created in Zoho Books

Zoho Books + Aero Workflow

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Aero Workflow whenever an order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Aero Workflow.
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Create a new task in Agiled when a new order is created in Zoho Books

Zoho Books + Agiled

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Agiled when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Agiled.
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Create a new task in Apptio Targetprocess when a order is created in Zoho Books

Zoho Books + Apptio Targetprocess

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Apptio Targetprocess each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Apptio Targetprocess.
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Create a new task in Clinked when a new order is created in Zoho Books

Zoho Books + Clinked

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Clinked when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Clinked.
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Create a task in Easy Redmine each time a new order is made in Zoho Books

Zoho Books + Easy Redmine

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Easy Redmine whenever a new order is placed in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Easy Redmine.
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Create a task in Habitica each time a new order is made in Zoho Books

Zoho Books + Habitica

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Habitica whenever a new order is placed in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Habitica.
+

Create a new task in JobNimbus when a new order is created in Zoho Books

Zoho Books + JobNimbus

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in JobNimbus each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in JobNimbus.
+

Create a new task in Microsoft To-Do when a order is created in Zoho Books

Zoho Books + Microsoft To-Do

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Microsoft To-Do each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Microsoft To-Do.
+

Create a new task in Motion when a new order is created in Zoho Books

Zoho Books + Motion

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will initiate a new task in Motion whenever an order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Motion.
+

Initiate a new task in Redbooth whenever an order is created in Zoho Books

Zoho Books + Redbooth

Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Redbooth each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Redbooth.
+

Create a new task in Roll when a new order is created in Zoho Books

Zoho Books + Roll

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Roll whenever an order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Roll.
+

Create a new task in Runrun.it when a order is created in Zoho Books

Zoho Books + Runrun.it

Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Runrun.it each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Runrun.it.
+

Create a new task in Ryver when a new order is created in Zoho Books

Zoho Books + Ryver

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Ryver when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Ryver.
+

Create a new task in Sprintly when a order is created in Zoho Books

Zoho Books + Sprintly

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Sprintly each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Sprintly.
+

Create a task in Tallyfy each time a new order is made in Zoho Books

Zoho Books + Tallyfy

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in Tallyfy when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Tallyfy.
+

Create a task in Taskworld each time a new order is made in Zoho Books

Zoho Books + Taskworld

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Taskworld whenever a new order is placed in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Taskworld.
+

Create a new task in TeamGrid when a new order is created in Zoho Books

Zoho Books + TeamGrid

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in TeamGrid each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in TeamGrid.
+

Create a new task in TeamWave when a order is created in Zoho Books

Zoho Books + TeamWave

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in TeamWave when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in TeamWave.
+

Initiate a new task in Tick whenever an order is created in Zoho Books

Zoho Books + Tick

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Tick whenever an order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Tick.
+

Create a new task in Workast when a order is created in Zoho Books

Zoho Books + Workast

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Workast each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Workast.
+

Initiate a new task in Yanado whenever an order is created in Zoho Books

Zoho Books + Yanado

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Yanado each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Yanado.
+

Create a task in Zoho Projects each time a new order is made in Zoho Books

Zoho Books + Zoho Projects

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Zoho Projects whenever an order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Zoho Projects.
+

Create a new task in Favro when a new order is created in Zoho Books

Zoho Books + Favro

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Favro when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in a card in Favro.
+

Create a new task in Asana when a new order is created in Zoho Books

Zoho Books + Asana

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Asana whenever a new order is placed in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in the selected project in Asana.
+

Create a new task in MeisterTask when a order is created in Zoho Books

Zoho Books + MeisterTask

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in MeisterTask when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in the selected section in MeisterTask.
+

Create a task in Freedcamp each time a new order is made in Zoho Books

Zoho Books + Freedcamp

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Freedcamp whenever an order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in the selected task list in Freedcamp.
+

Create a new task in Google Tasks when a new order is created in Zoho Books

Zoho Books + Google Tasks

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Google Tasks when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in the selected task list in Google Tasks.
+

Create a new task in Teamwork Projects when a order is created in Zoho Books

Zoho Books + Teamwork Projects

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Teamwork Projects whenever an order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in the selected task list in Teamwork Projects.
+

Create a new task in Workstack when a order is created in Zoho Books

Zoho Books + Workstack

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Workstack whenever a new order is placed in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in the selected todo in Workstack.
+

Create a new task in Yodiz when a order is created in Zoho Books

Zoho Books + Yodiz

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Yodiz whenever a new order is placed in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in the selected user story in Yodiz.
+

Initiate a new task in Flow whenever an order is created in Zoho Books

Zoho Books + Flow

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Flow each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in the selected workspace in Flow.
+

Create a new task in ClickUp when a new order is created in Zoho Books

Zoho Books + ClickUp

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in ClickUp when a order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task under the selected list in ClickUp.
+

Create a task in DoneDone each time a new order is made in Zoho Books

Zoho Books + DoneDone

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in DoneDone each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a task in the selected project in DoneDone.
+

Create a new task in Swit when a order is created in Zoho Books

Zoho Books + Swit

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Swit each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a task in the selected project in Swit.
+

Create a new task in TeamGantt when a order is created in Zoho Books

Zoho Books + TeamGantt

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in TeamGantt whenever an order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates new task in TeamGantt.
+

Initiate a new task in Paymo whenever an order is created in Zoho Books

Zoho Books + Paymo

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Paymo whenever a new order is placed in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Paymo.
+

Initiate a new task in Todoist whenever an order is created in Zoho Books

Zoho Books + Todoist

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Todoist whenever a new order is placed in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in Todoist.
+

Create a task in Toggl Track each time a new order is made in Zoho Books

Zoho Books + Toggl Track

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Toggl Track whenever an order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in the selected project in Toggl Track.
+

Create a task in Wrike each time a new order is made in Zoho Books

Zoho Books + Wrike

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Wrike each time a new order is made in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task under the selected folder or project in Wrike.
+

Initiate a new task in Zoho Connect whenever an order is created in Zoho Books

Zoho Books + Zoho Connect

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Zoho Connect whenever an order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task in the selected section in Zoho Connect.
+

Start a new project in Backlog whenever a new project is launched in Zoho Books

Zoho Books + Backlog

Enable efficient tracking and reporting of projects by creating a new project in your project management application. This flow will set up a new project in Backlog each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow adds a new project in Backlog.
+

Create a new project in Simplicate whenever a new project is created in Zoho Books

Zoho Books + Simplicate

Enable seamless tracking and reporting by auto-creating projects in your business process management platform from online accounting software. This flow will set up a new project in Simplicate each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Simplicate.
+

Set up a new project in LiquidPlanner each time a new project is initiated in Zoho Books

Zoho Books + LiquidPlanner

Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will set up a new project in LiquidPlanner each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in LiquidPlanner.
+

Start a new project in Breeze whenever a new project is launched in Zoho Books

Zoho Books + Breeze

Enable efficient tracking and reporting of projects by creating a new project in your project management application. This flow will initiate a new project in Breeze when a new project is established in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Breeze.
+

Set up a new project in Trigger each time a new project is initiated in Zoho Books

Zoho Books + Trigger

Reduce discrepancies between online accounting software and project management application by auto-syncing project details. This flow will set up a new project in Trigger each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Trigger.
+

Initiate a new project in Insightly when a new project is established in Zoho Books

Zoho Books + Insightly

Enable seamless tracking and reporting by auto-creating projects in your relationship management software from online accounting software. This flow will initiate a new project in Insightly when a new project is established in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Insightly.
+

Initiate a new project in Resource Guru when a new project is established in Zoho Books

Zoho Books + Resource Guru

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Resource Guru each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Resource Guru.
+

Initiate a new project in Active Collab when a new project is established in Zoho Books

Zoho Books + Active Collab

Reduce discrepancies between online accounting software and project management software by auto-syncing project details. This flow will set up a new project in Active Collab each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Active Collab.
+

Set up a new project in Agiled each time a new project is initiated in Zoho Books

Zoho Books + Agiled

Reduce discrepancies between online accounting software and business management platform by auto-syncing project details. This flow will generate a new project in Agiled whenever a new project is created in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Agiled.
+

Start a new project in awork whenever a new project is launched in Zoho Books

Zoho Books + awork

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in awork each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in awork.
+

Start a new project in Basecamp 2 whenever a new project is launched in Zoho Books

Zoho Books + Basecamp 2

Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will initiate a new project in Basecamp 2 when a new project is established in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Basecamp 2.
+

Set up a new project in Basecamp 3 each time a new project is initiated in Zoho Books

Zoho Books + Basecamp 3

Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will initiate a new project in Basecamp 3 when a new project is established in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Basecamp 3.
+

Start a new project in DoneDone whenever a new project is launched in Zoho Books

Zoho Books + DoneDone

Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in DoneDone when a new project is established in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in DoneDone.
+

Create a new project in Easy Projects whenever a new project is created in Zoho Books

Zoho Books + Easy Projects

Enable seamless tracking and reporting by auto-creating projects in your project management tool from online accounting software. This flow will initiate a new project in Easy Projects when a new project is established in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Easy Projects.
+

Create a new project in Easy Redmine whenever a new project is created in Zoho Books

Zoho Books + Easy Redmine

Reduce discrepancies between online accounting software and project management tool by auto-syncing project details. This flow will initiate a new project in Easy Redmine when a new project is established in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Easy Redmine.
+

Set up a new project in Forecast each time a new project is initiated in Zoho Books

Zoho Books + Forecast

Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Forecast whenever a new project is launched in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Forecast.
+

Create a new project in Frame.io whenever a new project is created in Zoho Books

Zoho Books + Frame.io

Reduce discrepancies between online accounting software and video review and collaboration platform by auto-syncing project details. This flow will set up a new project in Frame.io each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Frame.io.
+

Start a new project in Freedcamp whenever a new project is launched in Zoho Books

Zoho Books + Freedcamp

Reduce discrepancies between online accounting software and project management tool by auto-syncing project details. This flow will initiate a new project in Freedcamp when a new project is established in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Freedcamp.
+

Start a new project in Hub Planner whenever a new project is launched in Zoho Books

Zoho Books + Hub Planner

Enable seamless tracking and reporting by auto-creating projects in your project management software from online accounting software. This flow will initiate a new project in Hub Planner when a new project is established in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Hub Planner.
+

Start a new project in Jira Cloud whenever a new project is launched in Zoho Books

Zoho Books + Jira Cloud

Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will set up a new project in Jira Cloud each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Jira Cloud.
+

Create a new project in MeisterTask whenever a new project is created in Zoho Books

Zoho Books + MeisterTask

Reduce discrepancies between online accounting software and project management tool by auto-syncing project details. This flow will set up a new project in MeisterTask each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in MeisterTask.
+

Set up a new project in Motion each time a new project is initiated in Zoho Books

Zoho Books + Motion

Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Motion when a new project is established in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Motion.
+

Create a new project in Paymo whenever a new project is created in Zoho Books

Zoho Books + Paymo

Enable seamless tracking and reporting by auto-creating projects in your project management software from online accounting software. This flow will generate a new project in Paymo whenever a new project is created in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Paymo.
+

Initiate a new project in Pivotal Tracker when a new project is established in Zoho Books

Zoho Books + Pivotal Tracker

Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Pivotal Tracker whenever a new project is created in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Pivotal Tracker.
+

Set up a new project in Redmine each time a new project is initiated in Zoho Books

Zoho Books + Redmine

Reduce discrepancies between online accounting software and project management tool by auto-syncing project details. This flow will set up a new project in Redmine each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Redmine.
+

Set up a new project in Roll each time a new project is initiated in Zoho Books

Zoho Books + Roll

Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Roll whenever a new project is launched in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Roll.
+

Set up a new project in Runrun.it each time a new project is initiated in Zoho Books

Zoho Books + Runrun.it

Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Runrun.it whenever a new project is created in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Runrun.it.
+

Initiate a new project in Shortcut when a new project is established in Zoho Books

Zoho Books + Shortcut

Reduce discrepancies between online accounting software and project management solution by auto-syncing project details. This flow will generate a new project in Shortcut whenever a new project is created in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Shortcut.
+

Start a new project in Taskworld whenever a new project is launched in Zoho Books

Zoho Books + Taskworld

Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will set up a new project in Taskworld each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Taskworld.
+

Start a new project in TeamGrid whenever a new project is launched in Zoho Books

Zoho Books + TeamGrid

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in TeamGrid each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in TeamGrid.
+

Set up a new project in TeamWave each time a new project is initiated in Zoho Books

Zoho Books + TeamWave

Enable efficient tracking and reporting of projects by creating a new project in your integrated business suite. This flow will start a new project in TeamWave whenever a new project is launched in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in TeamWave.
+

Set up a new project in Teamwork Projects each time a new project is initiated in Zoho Books

Zoho Books + Teamwork Projects

Enable seamless tracking and reporting by auto-creating projects in your project management software from online accounting software. This flow will generate a new project in Teamwork Projects whenever a new project is created in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Teamwork Projects.
+

Start a new project in Tick whenever a new project is launched in Zoho Books

Zoho Books + Tick

Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will generate a new project in Tick whenever a new project is created in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Tick.
+

Start a new project in Timely whenever a new project is launched in Zoho Books

Zoho Books + Timely

Reduce discrepancies between online accounting software and time tracking software by auto-syncing project details. This flow will initiate a new project in Timely when a new project is established in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Timely.
+

Set up a new project in Todoist each time a new project is initiated in Zoho Books

Zoho Books + Todoist

Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Todoist whenever a new project is launched in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Todoist.
+

Create a new project in Workstack whenever a new project is created in Zoho Books

Zoho Books + Workstack

Reduce discrepancies between online accounting software and project management tool by auto-syncing project details. This flow will start a new project in Workstack whenever a new project is launched in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Workstack.
+

Create a new project in Zoho BugTracker whenever a new project is created in Zoho Books

Zoho Books + Zoho BugTracker

Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Zoho BugTracker whenever a new project is launched in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Zoho BugTracker.
+

Start a new project in Zoho Projects whenever a new project is launched in Zoho Books

Zoho Books + Zoho Projects

Reduce discrepancies between online accounting software and project management software by auto-syncing project details. This flow will generate a new project in Zoho Projects whenever a new project is created in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in Zoho Projects.
+

Set up a new project in Zoho Sprints each time a new project is initiated in Zoho Books

Zoho Books + Zoho Sprints

Reduce discrepancies between online accounting software and project management tool by auto-syncing project details. This flow will set up a new project in Zoho Sprints each time a new project is initiated in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in the selected team in Zoho Sprints.
+

Start a new project in Wrike whenever a new project is launched in Zoho Books

Zoho Books + Wrike

Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will generate a new project in Wrike whenever a new project is created in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project under the selected folder in Wrike.
+

Initiate a new project in Swit when a new project is established in Zoho Books

Zoho Books + Swit

Reduce discrepancies between online accounting software and team collaboration platform by auto-syncing project details. This flow will start a new project in Swit whenever a new project is launched in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a project in the selected workspace in Swit.
+

Initiate a new project in TeamGantt when a new project is established in Zoho Books

Zoho Books + TeamGantt

Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in TeamGantt whenever a new project is launched in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates new project in TeamGantt.
+

Create a new project in Asana whenever a new project is created in Zoho Books

Zoho Books + Asana

Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Asana whenever a new project is launched in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in the selected team in Asana.
+

Set up a new project in Toggl Track each time a new project is initiated in Zoho Books

Zoho Books + Toggl Track

Reduce discrepancies between online accounting software and time tracking application by auto-syncing project details. This flow will generate a new project in Toggl Track whenever a new project is created in Zoho Books.

How it works
  1. The flow triggers when a new project is created in Zoho Books.
  2. Zoho Flow creates a new project in the selected workspace in Toggl Track.

Build your own Zoho Books integrations

Connect Zoho Books with over 800+ 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

Credit note created

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

Customer payment received

Triggers when a new payment is made by a customer

Bill updated

Triggers when an existing bill is updated

Expense created

Triggers when a new expense is created

Recurring bill created

Triggers when a new recurring bill is created

Sales receipt created

Triggers when a new sales receipt is created

Recurring invoice updated

Triggers when the details of an existing recurring invoice are updated

Vendor credit updated

Triggers when the details of an existing vendor credit are updated

Project updated

Triggers when an existing project is updated

Recurring bill updated

Triggers when the details of an existing recurring bill is updated

Vendor payment made

Triggers when a vendor payment is made

Account created

Triggers when an account is created in the selected organization

Customer updated

Triggers when the details of a customer are updated

Inventory adjustment made

Triggers when a new inventory adjustment is made

Time entry updated

Triggers when an existing time entry 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

Customer created

Triggers when a new customer is created

Vendor updated

Triggers when the details of an existing vendor is updated

Purchase order updated

Triggers when the details of an existing purchase order are updated

Sales receipt updated

Triggers when the details of an existing sales receipt is updated

Delivery challan created

Triggers when a new delivery challan is created

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Project created

Triggers when a new project is created

Sales order updated

Triggers when the details of an existing sales order are updated

Retainer invoice created

Triggers when a retainer 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

Sales order created

Triggers when a sales order is created

Custom module entry created

Triggers when a new custom module entry is created

Time entry created

Triggers when a new time entry is created

Credit note updated

Triggers when the details of an existing credit note are updated

Delivery challan updated

Triggers when the details of an existing delivery challan are updated

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Account updated

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

Item updated

Triggers when an existing item is updated

Invoice created

Triggers when a new invoice is created

Recurring expense created

Triggers when a new recurring expense is created

Estimate updated

Triggers when an existing estimate is updated

Recurring invoice created

Triggers when a new recurring invoice is created

Vendor created

Triggers when a new vendor is created

Invoice updated

Triggers when an existing invoice is updated

Item created

Triggers when a new item is created

Funds transferred to another account

Triggers when funds are transferred from one account to another

Bill created

Triggers when a new bill is created

Vendor credit created

Triggers when a new vendor credit is created

Inventory adjustment updated

Triggers when the details of an existing inventory adjustment is updated

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Purchase order created

Triggers when a new purchase order is created

Expense updated

Triggers when an existing expense is updated

All Actions - Actions are the automated tasks

Invite user to project

Invites a new user to the selected project

Add user

Adds a new user

Create journal

Creates a new journal

Request payment information

Requests payment information from the specified contact

Send purchase order

Sends an existing purchase order by email

Create bank transaction

Creates a new bank transaction

Create sales receipt

Creates a new sales receipt

Create vendor credit

Creates a new vendor credit

Create delivery challan

Creates a new delivery challan

Record customer payment

Records a payment for an existing customer invoice

Create purchase order

Creates a new purchase order

Add comment to retainer invoice

Adds a comment to the specified retainer invoice

Create expense

Creates a new expense

Create item

Creates a new item

Create recurring expense

Creates a new recurring expense

Mark as primary contact person

Marks the specified contact as the primary contact of the company

Create customer

Creates a new customer

Create payment link

Creates a new payment link

Record retainer invoice payment

Records payment for an existing retainer invoice

Add comment to project

Adds a comment to the specified project

Refund customer payment

Refunds the specified payment

Add comment to invoice

Adds a comment to the specified invoice

Add comment to estimate

Adds a comment to the specified estimate

Update invoice reminder status

Updates the status of an existing invoice reminder

Add comment to vendor

Adds a comment to the specified vendor

Create custom module entry

Creates a new custom module entry

Add comment to customer

Adds a comment to the specified customer

Create project

Creates a new project

Assign user to project

Assigns the specified user to an existing project

Add comment to vendor credit

Adds a comment to the specified vendor credit

Create public share link

Creates a public share link for the selected module

Refund credit note

Refunds credit note by ID

Send retainer invoice

Sends an existing retainer invoice by email

Add comment to sales order

Adds a comment to the specified sales order

Create recurring bill

Creates a new recurring bill

Create inventory adjustment

Creates a new inventory adjustment

Send credit note

Sends the specified credit note to a recipient

Create currency adjustment

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

Create estimate

Creates a new estimate

Add address

Adds an address to a customer or vendor contact

Create credit note

Creates a new credit note

Record vendor payment

Records a payment for an existing vendor invoice

Send invoice

Sends an existing invoice by email

Create time entry

Creates a new time entry

Create bill

Creates a new bill

Add comment to bill

Adds a comment to the specified bill

Add comment to credit note

Adds a comment to the specified credit note

Send sales order

Sends an existing sales order by email

Enable portal access

Enables portal access for the specified customer or vendor

Update customer SMS notification status

Updates the status of an existing customer SMS notification

Create vendor

Creates a new vendor

Create task

Creates a new task

Create sales person

Creates a new sales person

Send estimate

Sends an existing estimate to the specified recipients

Create retainer invoice

Creates a new retainer invoice

Create account

Creates a new account in the selected organization

Create invoice

Creates a new invoice

Create sales order

Creates a new sales order

Create contact person

Creates a new contact person

Add comment to purchase order

Adds a comment to the specified purchase order

Create recurring invoice

Creates a new recurring invoice

Update retainer invoice status

Updates the details of an existing retainer invoice

Submit or approve purchase order

Submits or approves an existing purchase order

Update delivery challan

Updates the details of an existing delivery challan

Reject estimate

Rejects an existing estimate

Update sales order status

Updates the status of an existing sales order

Submit or approve bill

Submits or approves an existing bill

Reject sales order

Rejects an existing sales order

Update vendor

Updates the details of an existing vendor

Update bill

Updates the details of an existing bill

Update vendor credit

Updates the details of an existing vendor credit

Reject bill

Rejects an existing bill

Stop or resume recurring invoice

Stops or resumes an existing recurring invoice

Unlock transaction

Unlocks the locked transactions to allow for modification or deletion

Update sales order

Updates the details of an existing sales order

Update contact person

Updates the details of an existing contact person

Update custom module entry

Updates the details of a existing custom module entry

Update recurring expense

Updates the details of an existing recurring expense

Reject vendor credit

Rejects an existing vendor credit

Update user

Updates the details of an existing user

Update project status

Updates the status of an existing project

Update payment link

Updates the details of an existing payment link

Update credit note status

Updates the status of an existing credit note

Stop or resume recurring expense

Stops or resumes an existing recurring expense

Reject purchase order

Rejects an existing purchase order

Update address

Updates the details of an existing customer or vendor address

Update customer

Updates the details of an existing customer

Reject credit note

Rejects an existing credit note

Submit or approve retainer invoice

Submits or approves an existing retainer invoice

Update purchase order status

Updates the status of an existing purchase order

Stop or resume recurring bill

Stops or resumes an existing recurring bill

Reject retainer invoice

Rejects an existing retainer invoice

Update purchase order

Updates the details of 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

Submit or approve vendor credit

Submits or approves an existing vendor credit

Link customer to vendor

Links the customer to an existing vendor

Update item

Updates the details of an existing item

Submit or approve invoice

Submits or approves an existing invoice

Update recurring bill

Updates the details of an existing recurring bill

Update bill status

Updates the status of an existing bill

Update credit note

Updates the details of an existing credit note

Update contact status

Updates the status of an existing customer or vendor

Update account

Updates the details of an account in the selected organization

Update recurring invoice

Updates the details of an existing recurring invoice

Update expense

Updates the details of an existing expense

Submit or approve estimate

Submits or approves an existing estimate

Reject invoice

Rejects an existing invoice

Update user status

Updates the status of an existing user

Lock transactions

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

Update vendor credit status

Updates the details of an existing credit status

Apply retainer invoice to invoice

Adds a retainer invoice to the specified invoice

Update invoice

Updates the details of an existing invoice

Update estimate

Updates the details of an existing estimate

Update task

Updates the details of an existing task

Update estimate status

Updates the status of an existing estimate

Submit or approve sales order

Submits or approves an existing sales order

Update retainer invoice

Updates the details of an existing retainer invoice

Update project

Updates the details of an existing project

Update invoice status

Updates the status of an existing invoice

Update journal

Updates the details of an existing journal

Update time entry

Updates an existing time entry

Fetch inventory adjustment

Fetches the details of an existing inventory adjustment

Fetch invoice

Fetches the details of an existing invoice

Fetch retainer invoice

Fetches the details of an existing retainer invoice by number

Fetch vendor

Fetches the details of an existing vendor

Fetch journal

Fetches the details of an existing journal

Fetch estimate

Fetches the details of an existing estimate by its number

Fetch bill

Fetches the details of an existing bill

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 credit note

Fetches the details of an existing credit note by number

Fetch account

Fetches the details of an existing account by its ID

Fetch payment link

Fetches the details of an existing payment link

Fetch customer

Fetches the details of an existing customer

Fetch item

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

Fetch sales order

Fetches the details of an existing sales order by number

Fetch delivery challan

Fetches the details of an existing delivery challan

Fetch recurring expense

Fetches the details of an existing recurring expense by profile name

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 invoice

Fetches the details of an existing recurring invoice by profile name

Fetch recurring bill

Fetches the details of an existing recurring bill

Fetch sales receipt

Fetches the details of an existing sales receipt by number

Fetch vendor payment

Fetches the details of an existing vendor payment

Fetch bank account

Fetches the details of an existing bank account

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch customer payment

Fetches the details of an existing customer payment

Fetch project

Fetches the details of an existing project by name

Fetch user

Fetches the details of an existing user by email address

Fetch custom module entry

Fetches the details of an existing custom module entry

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 >

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CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

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

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Technical Engineer, Master Liveaboards

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