Zoho Books and Zoho PDF Editor integrations and automations

Seamlessly connect Zoho Books and Zoho PDF Editor. 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…

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

Zoho PDF Editor
  • Check PDF Job Status
    Retrieves the current status of an asynchronous Zoho PDF Editor job. Returns the status ("inprogress", "success", or "failed") and, on success, a download URL for the result file.
  • Delete Pages from PDF
    Permanently removes the specified pages from a PDF. Supports individual pages and ranges.
  • Extract Pages from PDF
    Extracts selected pages from a PDF and returns them as a single PDF or individual files in PDF, JPEG, or PNG format.
  • Insert Image Watermark into PDF
    Adds an image watermark (PNG/JPEG) to all pages of a PDF with configurable opacity, width, and height.
  • Insert Images in PDF
    Inserts up to 10 images (PNG/JPEG) into a PDF document at specified positions and page ranges. Returns a download URL for the modified PDF.
  • Insert Page Numbers into PDF
    Inserts page numbers (and optionally dates or custom text) into the header or footer of a PDF. Supports font customization and multiple numbering styles.
  • Insert Pages from Another PDF
    Inserts all pages from a source PDF into an original PDF before or after a specified page number. Returns a download URL for the combined PDF.
  • Insert Text Watermark into PDF
    Overlays a text watermark (e.g., "Confidential", "Draft") onto all pages of a PDF. Supports font color, family, size, and rotation direction.
  • Protect PDF with Password
    Applies password protection and/or permission restrictions to a PDF. Supports AES128, AES256, and RC4128 encryption. Can also update an already protected PDF by providing its current password.
  • Replace Pages in PDF
    Replaces a specified page range in the original PDF with pages from a replacement PDF. Page count in both ranges must match.
  • Rotate Pages in PDF
    Rotates selected pages (or all pages) in a PDF clockwise or counter-clockwise by 90, 180, 270, or 360 degrees.
  • Split PDF
    Splits a PDF into equal-sized chunks. For example, splitting a 10-page PDF with split_by=2 produces 5 separate 2-page PDF documents.

    • Any other action you can think up

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