Deltek Vantagepoint and Zoho Books integrations and automations

Seamlessly connect Deltek Vantagepoint 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

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Build Powerful Workflows, fast

Triggers

When this happens…

Deltek Vantagepoint
  • Account Created Real-time
    Account Created in Deltek vantagepoint
  • Account Deleted Real-time
    Account Deleted in Deltek vantagepoint
  • Account Updated Real-time
    Account Updated in Deltek vantagepoint
  • AP Voucher Posted (Polling)
    New posted ap voucher in Vantagepoint
  • Contact Created Real-time
    Contact Created in Deltek vantagepoint
  • Contact Deleted Real-time
    Contact Deleted in Deltek vantagepoint
  • Contact Updated Real-time
    Contact Updated in Deltek vantagepoint
  • Employee Created Real-time
    Employee Created in Deltek vantagepoint
  • Employee Deleted Real-time
    Employee Deleted in Deltek vantagepoint
  • Employee Updated Real-time
    Employee Updated in Deltek vantagepoint
  • Employee Expense Posted (Polling)
    New posted employee expenses in Vantagepoint
  • Firm Created Real-time
    Firm Created in Deltek vantagepoint
  • Firm Deleted Real-time
    Firm Deleted in Deltek vantagepoint
  • Firm Updated Real-time
    Firm Updated in Deltek vantagepoint
  • Transaction Posted Real-time
    Transaction Posted in Deltek vantagepoint
  • Journal Entry Posted (Polling)
    New posted journal entry in Vantagepoint
  • Marketing Campaign Created Real-time
    Marketing Campaign Created in Deltek vantagepoint
  • Marketing Campaign Deleted Real-time
    Marketing Campaign Deleted in Deltek vantagepoint
  • Marketing Campaign Updated Real-time
    Marketing Campaign Updated in Deltek vantagepoint
  • PSA Ledger Updated (Polling)
    PSA Ledger Updated (Polling) in Deltek vantagepoint
  • Activity Created/Updated (Polling)
    Activity created/updated in Vantagepoint
  • Marketing Campaign Created/Updated (Polling)
    Marketing Campaign created/updated in Vantagepoint
  • Contact Created/Updated (Polling)
    Contact created/updated in Vantagepoint
  • Employee Created/Updated (Polling)
    Employee created/updated in Vantagepoint
  • Firm Created/Updated (Polling)
    Firm created/updated in Vantagepoint
  • Project Created/Updated (Polling)
    Project created/updated in Vantagepoint
  • User Created/Updated (Polling)
    User created/updated in Vantagepoint
  • Project Created Real-time
    Project Created in Deltek vantagepoint
  • Project Deleted Real-time
    Project Deleted in Deltek vantagepoint
  • Project Updated Real-time
    Project Updated in Deltek vantagepoint
  • Sales Invoice Posted (Polling)
    New posted sales invoices in Vantagepoint
  • Timesheet Posted (Polling)
    New posted timesheet in Vantagepoint

    • Any other trigger you can think up

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…

Deltek Vantagepoint
  • Custom action
    Custom action in Deltek Vantagepoint (Custom)
  • Absence Request
    Get Absense request data from Vantagepoint
  • Settings › Active Accounting Period
    Retrieve information about the active (or current) accounting period
  • Activities
    Verbs, Get, Add, List, Update Activities from Vantagepoint
  • Transactions › AP Vouchers
    Get, Add, Search, Delete, Update AP Vouchers from Vantagepoint
  • Settings › Banks
    List, Update, Add or Delete Bank in Vantagepoint
  • Transactions › Cash Receipts
    Retrieve or Create a cash receipt in/to Vantagepoint
  • Settings › Chart of accounts
    Retrieve, Update, List, Add or Delete Account in Vantagepoint
  • Settings › Lists
    Retrieve or Add options configured in a list within Vantagepoint
  • Contacts
    Get, Add, Search, Delete, Update Contacts from Vantagepoint
  • Contacts › Batch Create/Update Batch
    Batch Create/Update Contacts in Vantagepoint
  • Settings › Currency Codes
    List, Update, Add or Delete Currency code in Vantagepoint
  • Employees
    Get, Add, Search, List, Delete, Update Employees from Vantagepoint
  • Employees › Batch Create/Update Batch
    Batch Create/Update Employees in Vantagepoint
  • Employees › Credentials
    Get, Add, Search, Delete, Update Credentials from Vantagepoint
  • Employees › Education
    Get, Add, Search, Delete, Update Education from Vantagepoint
  • Employees › Project Experience
    Retrieve all projects linked to an employee
  • Employees › Skills
    Get, Add, Search, Delete, Update Skills from Vantagepoint
  • Settings › Exchange Rates
    List, Update, Add or Delete Exchange rate in Vantagepoint
  • Transactions › Employee Expenses
    Get, Add, Search, Delete, Update Employee Expenses from Vantagepoint (transaction centre only)
  • Transactions › Expense Payments
    Search, Add an expense payment to Vantagepoint
  • Firms
    Get, Add, Search, Delete, Update Firms from Vantagepoint
  • Firms › Addresses
    Get, Add, Search, Delete, Update Firm addresses from Vantagepoint
  • Firm › Addresses Batch Create/Update Batch
    Add, Update firms address records from Vantagepoint
  • Firms › Batch Create/Update Batch
    Batch Create/Update Firms in Vantagepoint
  • Settings › General Options
    Use this endpoint to retrieve general settings information about your current company.
  • List Companies an Employee is not associated with
    Retrieve all companies that can be associated with an employee currently in the Employees hub (not currently associated with employee./nListed companies cannot be assigned to employee record via API until associated with record in Vantagepoint Hub record via UI
  • Hub Associated Data Grids
    Manipulate data contained in associated data grids for hub records.
  • Hub Files
    Manipulate files for hub records.
  • Transactions › Journal Entries
    Get, Add, Search, Delete, Update Journals from Vantagepoint
  • Transactions › Labor Detail
    Search Labor detail entries from Vantagepoint
  • Transactions › PSA Ledger Tax Detail
    Search PSA Ledger tax entries from Vantagepoint
  • Marketing Campaigns
    Verbs, Get, Add, List, Update Marketing Campaigns from Vantagepoint
  • Settings › Organisation level formats
    Retrieve all configured organisation level formats from Vantagepoint
  • Organizations
    Retrieve all configured organizations from Vantagepoint
  • Transactions › Posting Batch
    Complete posting for transactions using batch number
  • Projects
    Get, Add, Search, Delete, Update Projects from Vantagepoint
  • Projects › Batch Create/Update Batch
    Batch Create/Update Projects in Vantagepoint
  • Transactions › PSA Ledger
    Search PSA Ledger entries from Vantagepoint
  • Transactions › Sales Invoices
    Get, Add, Search, Delete, Update Sales Invoices from Vantagepoint
  • Settings › Roles
    Retrieve all configured user roles from Vantagepoint
  • Settings › System formats
    Retrieve all configured formats from Vantagepoint
  • Settings › Tax Codes
    List, Update, Add or Delete Tax code in Vantagepoint
  • Timesheet Request
    Get Timekeeper data from Vantagepoint
  • Transactions › Timesheets
    Get, Add, Search, Delete, Update Timesheets from Vantagepoint (transaction centre only)
  • User defined hubs › Batch Create/Update Batch
    Batch Create/Update User defined hub in Vantagepoint
  • Users
    Verbs, Get, Add, List, Update Users from Vantagepoint
  • User defined hubs
    Get, Add, Search, Delete, Update User defined hubs from Vantagepoint
  • Transactions › Vendor Payments
    Search, Add a vendor payment to Vantagepoint

    • 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

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