BlackLine and Zoho Books integrations and automations

Seamlessly connect BlackLine and Zoho Books. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

Zoho Books
  • New Customer Real-time
    New customer in Zoho Books
  • New Estimate Real-time
    New estimate in Zoho Books
  • New Expense Real-time
    New expense in Zoho Books
  • New Invoice Real-time
    New invoice in Zoho Books
  • New Item Real-time
    New item in Zoho Books
  • New Salesorder Real-time
    New salesorder in Zoho Books
  • New Vendor Real-time
    New vendor in Zoho Books

    • Any other trigger you can think up

Actions

Do this…

BlackLine
  • Import account assignments
    Import account assignments in BlackLine
  • Import account balances
    Import account balances in BlackLine
  • Import account group mappings
    Import account group mappings in BlackLine
  • Import account group settings
    Import account group settings in BlackLine
  • Import account settings
    Import account settings in BlackLine
  • Import bank balances
    Import bank balances in BlackLine
  • Import budgets
    Import budgets in BlackLine
  • Import CIM mappings
    Import CIM mappings in BlackLine
  • Import currency rates
    Import currency rates in BlackLine
  • Import entities
    Import entities in BlackLine
  • Import entity types
    Import entity types in BlackLine
  • Import item detail
    Import item detail in BlackLine
  • Import multi-currency balances
    Import multi-currency balances in BlackLine
  • Import subledger balances
    Import subledger balances in BlackLine
  • Import task dependencies
    Import task dependencies in BlackLine
  • Import task description
    Import task description in BlackLine
  • Import tasks
    Import tasks in BlackLine
  • Import tasks auto-certify completion
    Import tasks auto-certify completion in BlackLine
  • Import team types
    Import team types in BlackLine
  • Import teams
    Import teams in BlackLine
  • Import user entities
    Import user entities in BlackLine
  • Import user roles
    Import user roles in BlackLine
  • Import user team assignments
    Import user team assignments in BlackLine
  • Import users
    Import users in BlackLine
  • Import variance group mapping
    Import variance group mapping in BlackLine
  • Import variance group settings
    Import variance group settings in BlackLine
  • Import variance rules
    Import variance rules in BlackLine
  • Import variance settings
    Import variance settings in BlackLine

    • Any other action you can think up

Zoho Books
  • Create Customer
    Creates a new customer in Zoho Books..
  • Create Estimate
    Creates a new estimate in Zoho Books..
  • Create Expense
    Creates a new expense in Zoho Books..
  • Create Invoice
    Creates a new invoice in Zoho Books..
  • Create Item
    Creates a new item in Zoho Books.
  • Create Salesorder
    Creates a new salesorder in Zoho Books..
  • Create Vendor
    Creates a new vendor in Zoho Books..
  • Delete Customer
    Delete the customer by ID.
  • Delete Estimate
    Delete the estimate by estimate ID.
  • Delete Expense
    Delete the expense by expense ID.
  • Delete Invoice
    Delete the invoice by ID.
  • Delete Item
    Delete the item by item ID.
  • Delete Sales Order
    Delete the sales order by ID.
  • Delete Vendor
    Delete the vendor by ID.
  • Get Customer
    Fetches the details of customer by ID.
  • Get Estimate
    Fetches the details of estimate by estimate ID.
  • Get Expense
    Fetches the details of expense by expense ID.
  • Get Invoice
    Fetches the details of invoice by ID.
  • Get Item
    Fetches the details of item by item ID.
  • Get Sales Order
    Fetches the details of sales order by ID.
  • Get Vendor
    Fetches the details of vendor by ID.
  • List Customers
    Fetches the list of customers in the specified organization.
  • List Estimates
    Fetches the list of estimates in the specified organization.
  • List Expenses
    Fetches the list of expenses in the specified organization.
  • List Invoices
    Fetches the list of invoices in the specified organization.
  • List Items
    Fetches the list of items in the specified organization.
  • List Organizations
    Fetches the list of organizations associated with the Zoho Books account.
  • List Sales Orders
    Fetches the list of sales orders in the specified organization.
  • List vendors
    Fetches the list of vendors in the specified organization.
  • Update Customer
    Updates the customer in Zoho Books..
  • Update Estimate
    Updates the estimate in Zoho Books..
  • Update Expense
    Updates the expense in Zoho Books..
  • Update Invoice
    Updates the invoice in Zoho Books..
  • Update Item
    Updates the item in Zoho Books.
  • Update Salesorder
    Updates the salesorder in Zoho Books..
  • Update Vendor
    Updates the vendor in Zoho Books..

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation