Zoho Books

with zoho books modules in make, you can create, list, retrieve, update, and delete contacts, persons, invoices, payments, expenses, and bills in your zoho books account to get started with zoho books, create an account at zoho com/books/signup https //www zoho com/books/signup/ refer to the zoho books api documentation https //www zoho com/books/api/v3/introduction/#overview for a list of available endpoints connect zoho books to make to connect your zoho books account log in to your make account, add a zoho books module to your make, and click create a connection note if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection in the region field, select your zoho account region for example, us optional click show advanced settings , and enter the client credentials from your custom app or add additional scopes see zoho books docid\ qwzjbjjspkjadw4n n0f4 click save if prompted, authenticate your account and confirm access you can now edit your make and add more zoho books modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz create custom app and client credentials for zoho books log in to your zoho api console https //api console zoho com/add click the + add client button and select server based applications enter the details below and click create copy the client id and client secret and store them in a safe place you now have the client credentials to connect to make set up zoho books webhooks the process consists of two main steps create a webhook create a workflow rule step 1 create a webhook add a zoho books instant module to your make and click create a webhook optional enter a name for the webhook in the webhook name field click save > copy address to clipboard log in to your zoho books account https //www zoho com/books/ in the top right corner, click on the settings icon > automation from the automation options, select webhooks , then click the + new webhook button update the following required information (all other fields can be left as the auto selected defaults) click save step 2 create a workflow rule in the top right corner of your zoho books account, click on the settings icon > automation > workflow rules click the + new workflow rule button in the top right corner enter the following information click the save button now, when a specified event is performed, the respective webhook is triggered in your make please see the zoho books automation help https //www zoho com/books/help/settings/automation html for further details about automation functions