Xemplo and Zoho Books integrations and automations

Seamlessly connect Xemplo 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…

Xemplo
  • New or updated record Real-time
    Select an event.

    • 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…

Xemplo
  • Custom action
    Custom action in Xemplo (Custom)
  • Create assignment
    Create assignment in Xemplo
  • Create company
    Create company in Xemplo
  • Create company user
    Create company user in Xemplo
  • Create engagement
    Create engagement in Xemplo
  • Create onboarding
    Create onboarding in Xemplo
  • Create timesheet
    Create timesheet in Xemplo
  • Get assignment
    Gets an assignment in Xemplo by unique ID
  • Get company
    Gets a company in Xemplo by unique ID
  • Get company user
    Get a company user in Xemplo
  • Search company users
    Search company users in Xemplo
  • Get course enrolment
    Gets a course enrolment in Xemplo by course enrolment ID
  • Get credential
    Gets an active credential in Xemplo by unique ID
  • Get engagement
    Gets an existing engagement in Xemplo by unique id
  • Get invoice
    Gets an existing invoice in Xemplo by unique id
  • Get invoice pdf
    Gets an invoice pdf
  • Get RCTI
    Gets an existing RCTI in Xemplo by unique ID
  • Get work right
    Gets a work right in Xemplo by unique ID
  • Get worker
    Gets a worker in Xemplo by unique worker ID
  • Get worker course enrolments
    Gets a list of course enrolments related to a worker in Xemplo
  • Get worker credentials
    Gets the list of active credentials for specified worker ID in Xemplo
  • Get worker work rights
    Gets a list of work rights for a specified worker by unique worker ID in Xemplo
  • Register assignment rate change
    Register assignment rate change
  • Search assignments
    Search assignments in Xemplo
  • Search companies
    Search companies in Xemplo
  • Search credentials
    Search credentials in Xemplo
  • Search engagements
    Search engagements in Xemplo
  • Search invoices
    Search invoices in Xemplo
  • Search positions
    Search positions in Xemplo
  • Search rate templates
    Search rate templates
  • Search RCTIs
    Searches RCTIs in Xemplo
  • Search workers
    Searches workers in Xemplo
  • Search workflows
    Search workflows in Xemplo
  • Update assignment
    Updates assignment in Xemplo
  • Update company
    Update company in Xemplo
  • Update worker credential
    Update worker credential in Xemplo
  • Update invoice
    Update invoice in Xemplo
  • Update RCTI
    Update RCTI in Xemplo
  • Update worker
    Update worker in Xemplo
  • Upload back page of worker's credential
    Upload back page of worker's credential in Xemplo
  • Upload front page of worker's credential
    Upload front page of worker's credential in Xemplo

    • 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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