Zoho Books and Zoom integrations and automations

Seamlessly connect Zoho Books and Zoom. 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

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

Zoom
  • New event Real-time
    Webinar/Meeting/Cloud recording event in Zoom

    • 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

Zoom
  • Custom action
    Custom action in Zoom (Custom)
  • Add group members Batch
    Add group member in Zoom
  • Add registrant
    Add registrants to meeting/webinar/cloud recording in Zoom
  • Create group
    Create group in Zoom
  • Create user
    Create user in Zoom
  • Delete object
    Delete webinar/meeting/cloud recording/group in Zoom
  • Delete users
    Delete user in Zoom
  • Download cloud recording
    Download cloud recording in Zoom
  • Get object by ID
    Get webinar/meeting/cloud recording/group in Zoom
  • Get registrants Batch
    Get registrants for meeting/webinar/cloud recording in Zoom
  • Get user
    Get user in Zoom
  • Get webinar attendees Batch
    Get attendees from webinar in Zoom
  • Retrieve webinar results Batch
    Get results of Q&A/poll from webinar in Zoom
  • List object Batch
    List objects in Zoom
  • Schedule meeting or webinar
    Schedule meeting/webinar in Zoom
  • Search object Batch
    Search webinars/meetings/cloud recordings in Zoom
  • Search users Batch
    Search users in Zoom
  • Update object
    Update webinars/meetings/cloud recordings/groups in Zoom
  • Update registrant status
    Approve/Cancel/Deny registrants for webinars/meetings/cloud recordings in Zoom
  • Update user
    Update user in Zoom
  • Update user status
    Update user status in Zoom

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation