Zoho Books and ZoomInfo integrations and automations

Seamlessly connect Zoho Books and ZoomInfo. 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

ZoomInfo
  • Updated record Real-time
    Updated event in ZoomInfo

    • 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

ZoomInfo
  • Custom action
    Custom action in ZoomInfo (Custom)
  • Enrich companies Batch
    Enrich companies in ZoomInfo
  • Enrich contacts Batch
    Enrich contacts in ZoomInfo
  • Enrich company location Batch
    Retrieve all locations in ZoomInfo
  • Enrich compliance data Batch
    Retrieve compliance data in ZoomInfo
  • Enrich corporate hierarchy Batch
    Retrieve corporate hierarchy in ZoomInfo
  • Enrich hashtags Batch
    Retrieve hashtags in ZoomInfo
  • Enrich intent Batch
    Retrieve intent in ZoomInfo
  • Enrich news Batch
    Retrieve news in ZoomInfo
  • Enrich organizational chart Batch
    Retrieve organizational chart in ZoomInfo
  • Enrich scoops Batch
    Retrieve scoops in ZoomInfo
  • Enrich technology stack information Batch
    Retrieve techstack information in ZoomInfo
  • Search companies Batch
    Search companies in ZoomInfo
  • Search contacts Batch
    Search contacts in ZoomInfo
  • Search intent Batch
    Search intent in ZoomInfo
  • Search news Batch
    Search news in ZoomInfo
  • Search scoops Batch
    Search scoops in ZoomInfo

    • Any other action you can think up

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