![](https://flow-ca-public.nimbuspop.com/flow-apps/chatra.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Integrate Chatra with Zoho Books
Send information between Chatra and Zoho Books automatically, without writing any code, using Zoho Flow.
![](https://www.zohowebstatic.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Chatra and Zoho Books
Connect Chatra and Zoho Books with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Chatra and Zoho Books using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/chatra.png)
Conversation ended
Triggers when a conversation is ended
![](https://flow-ca-public.nimbuspop.com/flow-apps/chatra.png)
Conversation started
Triggers when a new conversation is started by a visitor or an agent
![](https://flow-ca-public.nimbuspop.com/flow-apps/chatra.png)
Message sent in conversation
Triggers when a new message is sent in a conversation by a visitor or an agent
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales order created
Triggers when a sales order is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Time entry updated
Triggers when an existing time entry is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Invoice updated
Triggers when an existing invoice is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Item created
Triggers when a new item is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Project updated
Triggers when an existing project is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Retainer invoice created
Triggers when a retainer invoice is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer payment received
Triggers when a new payment is made by a customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer payment updated
Triggers when a payment made by a customer is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Purchase order updated
Triggers when the details of an existing purchase order are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor credit created
Triggers when a new vendor credit is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Delivery challan created
Triggers when a new delivery challan is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring expense created
Triggers when a new recurring expense is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales receipt updated
Triggers when the details of an existing sales receipt is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Estimate updated
Triggers when an existing estimate is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Purchase order created
Triggers when a new purchase order is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer created
Triggers when a new customer is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Credit note updated
Triggers when the details of an existing credit note are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Account created
Triggers when an account is created in the selected organization
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Time entry created
Triggers when a new time entry is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales receipt created
Triggers when a new sales receipt is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Expense updated
Triggers when an existing expense is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Bill updated
Triggers when an existing bill is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring invoice created
Triggers when a new recurring invoice is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer updated
Triggers when the details of a customer are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Account updated
Triggers when the details of an account in the selected organization are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor updated
Triggers when the details of an existing vendor is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Custom module entry created
Triggers when a new custom module entry is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Estimate created
Triggers when a new estimate is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Credit note created
Triggers when a new credit note is created in the selected organization
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor created
Triggers when a new vendor is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor payment made
Triggers when a vendor payment is made
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Custom module entry updated
Triggers when the details of an existing module entry are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Bill created
Triggers when a new bill is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Project created
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Delivery challan updated
Triggers when the details of an existing delivery challan are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Expense created
Triggers when a new expense is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Account transaction added
Triggers when a new account transaction is added
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring bill created
Triggers when a new recurring bill is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Item updated
Triggers when an existing item is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales order updated
Triggers when the details of an existing sales order are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Funds transferred to another account
Triggers when funds are transferred from one account to another
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/chatra.png)
Send message on behalf of agent or group
Sends a message on behalf of an agent or a group
![](https://flow-ca-public.nimbuspop.com/flow-apps/chatra.png)
Send message
Sends a message on behalf of a random agent
![](https://flow-ca-public.nimbuspop.com/flow-apps/chatra.png)
Fetch visitor
Fetches the details of a visitor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create credit note
Creates a new credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create bank transaction
Creates a new bank transaction
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Send sales order
Sends an existing sales order by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to estimate
Adds a comment to the specified estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Send purchase order
Sends an existing purchase order by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to invoice
Adds a comment to the specified invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Send credit note
Sends the specified credit note to a recipient
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create vendor credit
Creates a new vendor credit
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to bill
Adds a comment to the specified bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add user
Adds a new user
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Assign user to project
Assigns the specified user to an existing project
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Enable portal access
Enables portal access for the specified customer or vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create sales receipt
Creates a new sales receipt
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create bill
Creates a new bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create inventory adjustment
Creates a new inventory adjustment
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Send retainer invoice
Sends an existing retainer invoice by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create time entry
Creates a new time entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add address
Adds an address to a customer or vendor contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create recurring invoice
Creates a new recurring invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create invoice
Creates a new invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Mark as primary contact person
Marks the specified contact as the primary contact of the company
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Record retainer invoice payment
Records payment for an existing retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Refund credit note
Refunds credit note by ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Request payment information
Requests payment information from the specified contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to vendor
Adds a comment to the specified vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create custom module entry
Creates a new custom module entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create item
Creates a new item
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Invite user to project
Invites a new user to the selected project
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to project
Adds a comment to the specified project
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to vendor credit
Adds a comment to the specified vendor credit
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create purchase order
Creates a new purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create sales order
Creates a new sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create estimate
Creates a new estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create retainer invoice
Creates a new retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create account
Creates a new account in the selected organization
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create public share link
Creates a public share link for the selected module
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create delivery challan
Creates a new delivery challan
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Send invoice
Sends an existing invoice by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to sales order
Adds a comment to the specified sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Record customer payment
Records a payment for an existing customer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Record vendor payment
Records a payment for an existing vendor invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create contact person
Creates a new contact person
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create customer
Creates a new customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to purchase order
Adds a comment to the specified purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to customer
Adds a comment to the specified customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create vendor
Creates a new vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to credit note
Adds a comment to the specified credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create expense
Creates a new expense
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create sales person
Creates a new sales person
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Send estimate
Sends an existing estimate to the specified recipients
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Refund customer payment
Refunds the specified payment
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create payment link
Creates a new payment link
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create recurring expense
Creates a new recurring expense
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create recurring bill
Creates a new recurring bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Create journal
Creates a new journal
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Stop or resume recurring bill
Stops or resumes an existing recurring bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update recurring bill
Updates the details of an existing recurring bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update contact person
Updates the details of an existing contact person
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject estimate
Rejects an existing estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject bill
Rejects an existing bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject purchase order
Rejects an existing purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update item
Updates the details of an existing item
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve credit note
Submits or approves an existing credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update retainer invoice status
Updates the details of an existing retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update user status
Updates the status of an existing user
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update purchase order
Updates the details of an existing purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update credit note
Updates the details of an existing credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update time entry
Updates an existing time entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update retainer invoice
Updates the details of an existing retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update delivery challan
Updates the details of an existing delivery challan
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve vendor credit
Submits or approves an existing vendor credit
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update bill
Updates the details of an existing bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update recurring expense
Updates the details of an existing recurring expense
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update sales order
Updates the details of an existing sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Stop or resume recurring expense
Stops or resumes an existing recurring expense
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject credit note
Rejects an existing credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update custom module entry
Updates the details of a existing custom module entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update vendor credit
Updates the details of an existing vendor credit
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve sales order
Submits or approves an existing sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update project status
Updates the status of an existing project
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update estimate status
Updates the status of an existing estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update journal
Updates the details of an existing journal
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update sales order status
Updates the status of an existing sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve bill
Submits or approves an existing bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve purchase order
Submits or approves an existing purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update account
Updates the details of an account in the selected organization
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update credit note status
Updates the status of an existing credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update vendor
Updates the details of an existing vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update invoice
Updates the details of an existing invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update task
Updates the details of an existing task
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject invoice
Rejects an existing invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update estimate
Updates the details of an existing estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update vendor credit status
Updates the details of an existing credit status
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update bill status
Updates the status of an existing bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject vendor credit
Rejects an existing vendor credit
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update customer
Updates the details of an existing customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve estimate
Submits or approves an existing estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update expense
Updates the details of an existing expense
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update invoice status
Updates the status of an existing invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update address
Updates the details of an existing customer or vendor address
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Apply credit to invoice
Adds a credit note to the specified invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update contact status
Updates the status of an existing customer or vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Link customer to vendor
Links the customer to an existing vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update payment link
Updates the details of an existing payment link
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject retainer invoice
Rejects an existing retainer invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve invoice
Submits or approves an existing invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update purchase order status
Updates the status of an existing purchase order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update project
Updates the details of an existing project
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject sales order
Rejects an existing sales order
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update user
Updates the details of an existing user
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Update recurring invoice
Updates the details of an existing recurring invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch credit note
Fetches the details of an existing credit note by number
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch customer
Fetches the details of an existing customer
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch bill
Fetches the details of an existing bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Convert sales order to invoice
Converts an existing sales order to an invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch journal
Fetches the details of an existing journal
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch payment link
Fetches the details of an existing payment link
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch vendor credit
Fetches the details of an existing vendor credit
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch account
Fetches the details of an existing account by its ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch invoice
Fetches the details of an existing invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch delivery challan
Fetches the details of an existing delivery challan
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch item
Fetches the details of an existing item by its ID, number or name.
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch bank account
Fetches the details of an existing bank account
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch vendor payment
Fetches the details of an existing vendor payment
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch sales receipt
Fetches the details of an existing sales receipt by number
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch project
Fetches the details of an existing project by name
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch vendor
Fetches the details of an existing vendor
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch custom module entry
Fetches the details of an existing custom module entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch estimate
Fetches the details of an existing estimate by its number
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch user
Fetches the details of an existing user by email address
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch purchase order
Fetches the details of an existing purchase order by its number
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
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.
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch sales order
Fetches the details of an existing sales order by number
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch customer payment
Fetches the details of an existing customer payment
![](https://flow-ca-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch recurring bill
Fetches the details of an existing recurring bill
What is Chatra?
Chatra is a live-chat, email and social messaging platform that lets you add live chat to your website and talk with your website visitors in real-time, get website insights and more.
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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.
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