SailPoint and Zoho Books integrations and automations

Seamlessly connect SailPoint 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…

SailPoint
  • Access Request Dynamic Approval Real-time
    Route an access request to an additional approval step by an identity or a governance group.
  • Access Request Postapproval Real-time
    An access request has passed all approval steps and is ready to be provisioned.
  • Access Request Preapproval Real-time
    Approve or deny an access request before it is sent to the first approver.
  • Account Aggregation Completed Real-time
    An account aggregation operation has completed.
  • Identity Attributes Changed Real-time
    One or more attributes for an identity have changed
  • Identity Deleted Real-time
    An identity has been deleted in Identity Now.
  • New Identity Created Real-time
    A new identity has been created in Identity Now.
  • Saved Search Completed Real-time
    A report generated from a saved search subscription is available to be processed

    • 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…

SailPoint
  • Custom action
    Custom action in SailPoint
  • Get Account Activity
    This gets a single account activity.
  • Get Certification Campaign
    This gets a single certification campaign by ID.
  • List Account Activities
    This gets a collection of account activities that satisfy the given parameters.
  • List Certification Campaigns
    This gets multiple certification campaigns that satisfy the given parameters.
  • List Public Identities
    Returns a list of publicly viewable identities in Identity Now.
  • List Requestable Objects
    Returns a list of acccess items that that can be requested through the Submit Access Request action.
  • Respond to Trigger
    This will submit a response to a REQUEST_RESPONSE trigger.
  • Submit Access Request
    This submits the access request into IdentityNow, where it will follow any IdentityNow approval processes.
  • Upload Account Source File
    This uploads a CSV formatted account file generated from an identity source to Identity Now. IDN will automatically perform account aggregation when the file is received.

    • 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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