Workflow apps by Workato and Zoho Books integrations and automations

Seamlessly connect Workflow apps by Workato 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…

Workflow apps by Workato
  • New component event Real-time
    New event from a component
  • New component event (Dropdown) Real-time
    New open or search event from a dropdown
  • New component event (Table widget) Real-time
    New load event from a table
  • New request Real-time
    New request in a workflow app
  • New/updated request Real-time
    New/updated request in a workflow app

    • 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…

Workflow apps by Workato
  • Create request
    Create a new request in a workflow app
  • Return data to component
    Return data to component
  • Change workflow stage
    Change the workflow stage of a request in a workflow app
  • Complete workflow task programmatically
    Complete a task in a workflow app programmatically
  • Delete request
    Delete a request from a workflow app
  • Remove user
    Remove a user from workflow apps portal
  • Get user data Batch
    Get user data from workflow apps portal
  • Search requests Batch
    Search requests in a workflow app
  • Assign task to users
    Assign a task to users in a workflow app and wait until completed
  • Invite user
    Invite a user by email to workflow apps portal
  • List workflow stages
    List workflow stages in a workflow app
  • Get activity history Batch
    Get activity history for requests
  • Share request
    Share a request in a workflow app
  • Unshare request
    Unshare a request in a workflow app
  • Update request
    Update a request in a workflow app

    • 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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