Integrate Zoho Books with 750+ 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.


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.
Use this flow
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Create an invoice in Zoho Books for new a order in Zoho Backstage.

Zoho Backstage + Zoho Books

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


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

How it works

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

Zoho Bookings + Zoho Books

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Create contacts in Zoho Books for new leads in Zoho CRM


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

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

Zoho CRM + Zoho Books

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


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

How it works

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

Zoho Forms + Zoho Books

Build your own Zoho Books integrations

Connect Zoho Books with over 750+ 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

Recurring invoice updated

Triggers when the details of an existing recurring invoice are updated

Item created

Triggers when a new item is created

Purchase order updated

Triggers when the details of an existing purchase order are updated

Customer payment updated

Triggers when a payment made by a customer is updated

Sales order updated

Triggers when the details of an existing sales order are updated

Expense updated

Triggers when an existing expense is updated

Recurring bill created

Triggers when a new recurring bill is created

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Delivery challan updated

Triggers when the details of an existing delivery challan are updated

Retainer invoice created

Triggers when a retainer invoice is created

Time entry created

Triggers when a new time entry is created

Time entry updated

Triggers when an existing time entry is updated

Vendor credit updated

Triggers when the details of an existing vendor credit are updated

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Account created

Triggers when an account is created in the selected organization

Expense created

Triggers when a new expense is created

Vendor payment made

Triggers when a vendor payment is made

Vendor created

Triggers when a new vendor is created

Vendor credit created

Triggers when a new vendor credit is created

Bill created

Triggers when a new bill is created

Project created

Triggers when a new project is created

Custom module entry created

Triggers when a new custom module entry is created

Item updated

Triggers when an existing item is updated

Customer payment received

Triggers when a new payment is made by a customer

Invoice updated

Triggers when an existing invoice is updated

Purchase order created

Triggers when a new purchase order is created

Sales receipt created

Triggers when a new sales receipt is created

Bill updated

Triggers when an existing bill is updated

Customer created

Triggers when a new customer is created

Credit note created

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

Invoice created

Triggers when a new invoice is created

Credit note updated

Triggers when the details of an existing credit note are updated

Project updated

Triggers when an existing project is updated

Recurring invoice created

Triggers when a new recurring invoice is created

Vendor updated

Triggers when the details of an existing vendor is updated

Account updated

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

Customer updated

Triggers when the details of a customer are updated

Sales order created

Triggers when a sales order is created

Account transaction added

Triggers when a new account transaction is added

Funds transferred to another account

Triggers when funds are transferred from one account to another

Recurring bill updated

Triggers when the details of an existing recurring bill is updated

Estimate created

Triggers when a new estimate is created

Recurring expense created

Triggers when a new recurring expense is created

Custom module entry updated

Triggers when the details of an existing module entry are 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

Sales receipt updated

Triggers when the details of an existing sales receipt is updated

Estimate updated

Triggers when an existing estimate is updated

All Actions - Actions are the automated tasks

Send retainer invoice

Sends an existing retainer invoice by email

Add comment to bill

Adds a comment to the specified bill

Add address

Adds an address to a customer or vendor contact

Create recurring invoice

Creates a new recurring invoice

Enable portal access

Enables portal access for the specified customer or vendor

Add comment to purchase order

Adds a comment to the specified purchase order

Create delivery challan

Creates a new delivery challan

Create inventory adjustment

Creates a new inventory adjustment

Create currency adjustment

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

Create public share link

Creates a public share link for the selected module

Create payment link

Creates a new payment link

Create recurring expense

Creates a new recurring expense

Create invoice

Creates a new invoice

Create time entry

Creates a new time entry

Record retainer invoice payment

Records payment for an existing retainer invoice

Invite user to project

Invites a new user to the selected project

Send sales order

Sends an existing sales order by email

Add user

Adds a new user

Assign user to project

Assigns the specified user to an existing project

Create sales order

Creates a new sales order

Send estimate

Sends an existing estimate to the specified recipients

Mark as primary contact person

Marks the specified contact as the primary contact of the company

Create bill

Creates a new bill

Create vendor credit

Creates a new vendor credit

Create project

Creates a new project

Record customer payment

Records a payment for an existing customer invoice

Create sales person

Creates a new sales person

Add comment to estimate

Adds a comment to the specified estimate

Send purchase order

Sends an existing purchase order by email

Create sales receipt

Creates a new sales receipt

Send credit note

Sends the specified credit note to a recipient

Create credit note

Creates a new credit note

Create bank transaction

Creates a new bank transaction

Create expense

Creates a new expense

Create task

Creates a new task

Add comment to sales order

Adds a comment to the specified sales order

Create estimate

Creates a new estimate

Record vendor payment

Records a payment for an existing vendor invoice

Create contact person

Creates a new contact person

Add comment to project

Adds a comment to the specified project

Add comment to vendor credit

Adds a comment to the specified vendor credit

Create purchase order

Creates a new purchase order

Send invoice

Sends an existing invoice by email

Add comment to credit note

Adds a comment to the specified credit note

Add comment to vendor

Adds a comment to the specified vendor

Create custom module entry

Creates a new custom module entry

Create retainer invoice

Creates a new retainer invoice

Create customer

Creates a new customer

Refund customer payment

Refunds the specified payment

Add comment to customer

Adds a comment to the specified customer

Create vendor

Creates a new vendor

Request payment information

Requests payment information from the specified contact

Create recurring bill

Creates a new recurring bill

Create journal

Creates a new journal

Create item

Creates a new item

Create account

Creates a new account in the selected organization

Add comment to invoice

Adds a comment to the specified invoice

Add comment to retainer invoice

Adds a comment to the specified retainer invoice

Refund credit note

Refunds credit note by ID

Update credit note status

Updates the status of an existing credit note

Update invoice status

Updates the status of an existing invoice

Stop or resume recurring invoice

Stops or resumes an existing recurring invoice

Submit or approve retainer invoice

Submits or approves an existing retainer invoice

Update expense

Updates the details of an existing expense

Update contact status

Updates the status of an existing customer or vendor

Update purchase order status

Updates the status of an existing purchase order

Update payment link

Updates the details of an existing payment link

Update vendor

Updates the details of an existing vendor

Reject estimate

Rejects an existing estimate

Update credit note

Updates the details of an existing credit note

Update time entry

Updates an existing time entry

Apply credit to invoice

Adds a credit note to the specified invoice

Update project status

Updates the status of an existing project

Update recurring expense

Updates the details of an existing recurring expense

Update estimate status

Updates the status of an existing estimate

Update journal

Updates the details of an existing journal

Submit or approve invoice

Submits or approves an existing invoice

Submit or approve estimate

Submits or approves an existing estimate

Reject vendor credit

Rejects an existing vendor credit

Submit or approve sales order

Submits or approves an existing sales order

Update sales order

Updates the details of an existing sales order

Update user status

Updates the status of an existing user

Reject credit note

Rejects an existing credit note

Update purchase order

Updates the details of an existing purchase order

Update estimate

Updates the details of an existing estimate

Lock transactions

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

Update retainer invoice status

Updates the details of an existing retainer invoice

Stop or resume recurring expense

Stops or resumes an existing recurring expense

Update invoice

Updates the details of an existing invoice

Submit or approve vendor credit

Submits or approves an existing vendor credit

Update bill

Updates the details of an existing bill

Submit or approve purchase order

Submits or approves an existing purchase order

Reject sales order

Rejects an existing sales order

Submit or approve credit note

Submits or approves an existing credit note

Stop or resume recurring bill

Stops or resumes an existing recurring bill

Update address

Updates the details of an existing customer or vendor address

Update vendor credit

Updates the details of an existing vendor credit

Reject retainer invoice

Rejects an existing retainer invoice

Update customer

Updates the details of an existing customer

Update bill status

Updates the status of an existing bill

Reject bill

Rejects an existing bill

Reject purchase order

Rejects an existing purchase order

Update item

Updates the details of an existing item

Submit or approve bill

Submits or approves an existing bill

Update custom module entry

Updates the details of a existing custom module entry

Update delivery challan

Updates the details of an existing delivery challan

Update recurring bill

Updates the details of an existing recurring bill

Update contact person

Updates the details of an existing contact person

Update sales order status

Updates the status of an existing sales order

Update vendor credit status

Updates the details of an existing credit status

Update account

Updates the details of an account in the selected organization

Update retainer invoice

Updates the details of an existing retainer invoice

Update recurring invoice

Updates the details of an existing recurring invoice

Link customer to vendor

Links the customer to an existing vendor

Apply retainer invoice to invoice

Adds a retainer invoice to the specified invoice

Update project

Updates the details of an existing project

Unlock transaction

Unlocks the locked transactions to allow for modification or deletion

Update task

Updates the details of an existing task

Reject invoice

Rejects an existing invoice

Update user

Updates the details of an existing user

Fetch bill

Fetches the details of an existing bill

Fetch vendor payment

Fetches the details of an existing vendor payment

Fetch payment link

Fetches the details of an existing payment link

Fetch journal

Fetches the details of an existing journal

Fetch recurring expense

Fetches the details of an existing recurring expense by profile name

Fetch vendor credit

Fetches the details of an existing vendor credit

Fetch account

Fetches the details of an existing account by its ID

Fetch customer

Fetches the details of an existing customer

Fetch estimate

Fetches the details of an existing estimate by its number

Fetch user

Fetches the details of an existing user by email address

Fetch recurring invoice

Fetches the details of an existing recurring invoice by profile name

Fetch purchase order

Fetches the details of an existing purchase order by its number

Fetch credit note

Fetches the details of an existing credit note by number

Fetch project

Fetches the details of an existing project by 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 custom module entry

Fetches the details of an existing custom module entry

Fetch invoice

Fetches the details of an existing invoice

Fetch vendor

Fetches the details of an existing vendor

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch retainer invoice

Fetches the details of an existing retainer invoice by number

Fetch sales order

Fetches the details of an existing sales order by number

Fetch customer payment

Fetches the details of an existing customer payment

Fetch recurring bill

Fetches the details of an existing recurring bill

Fetch delivery challan

Fetches the details of an existing delivery challan

Fetch item

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

Fetch bank account

Fetches the details of an existing bank account

Fetch sales receipt

Fetches the details of an existing sales receipt by number

Fetch inventory adjustment

Fetches the details of an existing inventory adjustment

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

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

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