Zoho Books integrations and automations

Seamlessly connect Zoho Books with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

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…

    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…

    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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