Totara and Zoho Books integrations and automations

Seamlessly connect Totara 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

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Build Powerful Workflows, fast

Triggers

When this happens…

Totara
  • Audience: New/Updated
    Triggers when an audience is added or updated in Totara
  • Course: New/Updated
    Triggers when a course is added or updated in Totara
  • User: New/Updated
    Triggers when a user is added or updated in Totara
  • Organisation: New/Updated
    Triggers when an organisation is added or updated in Totara
  • Position: New/Updated
    Triggers when a position is added or updated in Totara
  • Seminar: New/Updated Event Bookings
    Triggers when a seminar event booking changes state in Totara
  • Seminar: New/Updated Events
    Triggers when a seminar event is added or updated in Totara
  • Seminar: New/Updated In Course
    Triggers when a seminar in a course is added or updated in Totara
  • Certification: New/Updated
    Triggers when a certification is added or updated in Totara
  • Job Assignment: New/Updated
    Triggers when a job assignment is added or updated in Totara
  • Program: New/Updated
    Triggers when a program is added or updated in Totara

    • 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…

Totara
  • Audience: Add Member
    Add a member to an audience
  • Audience: Is User A Member
    Check if a user is a member of an audience
  • Audience: Remove Member
    Remove a member from an audience
  • Course: Is User Enrolled
    Check if a user is enrolled in a course
  • User: Create
    Create a new Totara user
  • User: Delete
    Delete a Totara user
  • User: Get - v1
    Get user information - version 1
  • User: Get - v2
    Get user information - version 2
  • User: Get Users
    Get a list of Totara users
  • User: Update
    Update an existing Totara user
  • Manual Enrolment: Enrol
    Enrol a user in a course
  • Manual Enrolment: Unenrol
    Unenrol a user from a course
  • Organisation: Create
    Create an organisation
  • Organisation: Delete
    Delete an existing Totara organisation
  • Organisation: Get
    Return the organisation information by given search criteria if the organisation exists
  • Organisation: Update
    Update the details for an existing organisation
  • Position: Create
    Create a position
  • Position: Delete
    Delete a position
  • Position: Get
    Retrieve a single position
  • Position: Update
    Update a position
  • Seminar: Event - Get
    Get a single seminar event
  • Seminar: Reservation - Allocate to users
    Allocate reserved spaces in a seminar event to users
  • Seminar: Reservation - Release
    Release reserved spaces in a seminar event
  • Seminar: Reservation - Reserve
    Reserve spaces in a seminar event
  • Seminar: Reservation - Get Reservations
    Get a list of booking reservations for a seminar event
  • Seminar: Booking - Get Bookings
    Get a list of bookings for a seminar event
  • Seminar: Booking - Cancel
    Cancel a user booking/signup for a seminar event
  • Seminar: Booking - Create
    Create a user booking/signup for a seminar event
  • Seminar: Booking - Get
    Get a single seminar event booking
  • Seminar: Booking - Set Attendance
    Set attendance for one or more users on a seminar event
  • Seminar: Event - Get Events
    Get a list of events
  • Seminar: Get
    Get a single seminar
  • Seminar: Get Seminars In Course
    Get a list of seminars in a course
  • Certification: Get Certification
    Get a single certification by reference
  • Certification: Get Certifications
    Get a list of certifications
  • Certification: Get Groups
    Get certification groups
  • Certification: Enrol Into Group
    Enrol a user into a certification group
  • Certification: Unenrol From Group
    Unenrol a user from a certification group
  • Job Assignment: Create
    Create a job assignment for a user
  • Job Assignment: Delete
    Delete a job assignment
  • Job Assignment: Get
    Retrieve a job assignment
  • Job Assignment: Update
    Update a job assignment
  • Program: Enrol Into Group
    Enrol a user into a program group
  • Program: Unenrol From Group
    Unenrol a user from a program group
  • Program: Get Groups
    Get a selection of groups
  • Program: Get
    Get a single program
  • Program: Get Programs
    Get multiple programs
  • Report Builder: Get
    Get a report and its details

    • 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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