--- title: Zoho Books slug: zoho-books docTags: createdAt: 2026-01-28T13:20:03.744Z --- ::::VerticalSplit{layout="left"} :::VerticalSplitItem ::Image[**]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/yk-rFqRhZl8ZqDV8u4_by-20260128-130336.png" size="60" width="800" height="800" position="center" darkWidth="800" darkHeight="800" showCaption="false"} ::: :::VerticalSplitItem Zoho Books is an online accounting software designed for small businesses to manage their finances. With the Zoho Books app in Make, you can manage the contacts, contact persons, credit notes, estimates, sales orders, purchase orders, invoices, retainer invoices, customer payments, expenses, bills, and items in your Zoho Books account. ::: :::: # Requirements To use the Zoho Books app in Make, you must have a [Zoho Books account](https://www.zoho.com/us/books/m-signup.html). You must also create an app using [Zoho Developer](https://developer.zoho.eu/homepage.do) account. For subscription, refer to the [Zoho Books pricing page](https://www.zoho.com/books/). # Create the connection in Make To get started, you must first create a connection between Zoho Books and Make, allowing the two services to communicate. To create the connection, you need to: :::::WorkflowBlock ::::WorkflowBlockItem Log in to your Make account, add a Zoho Books module to your scenario, and click **Create a connection**. :::hint{type="info"} If you add a module with an ​instant​ tag, click ​**Create a webhook**​​, then ​**Create a connection**​​. ::: :::: :::WorkflowBlockItem Optional: In the ​​**Connection name​​** field, enter a name for the connection. ::: :::WorkflowBlockItem Optional: Switch on ​**Advanced settings**​ and enter your Zoho Books client credentials. For more information on how to obtain your credentials, refer to the [Zoho Books OAuth Overview](https://www.zoho.com/books/api/v3/oauth/#overview) documentation. If requested, use the following Redirect URI when setting up your client credentials: `https://www.integromat.com/oauth/cb/zoho-books` ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem If prompted, authenticate your account and confirm access. ::: ::::: You've successfully created the connection and can now use the Zoho Books app in your scenarios. If you want to make changes to your connection in the future, follow the steps [here](https://help.make.com/connect-an-application#tN2pJ). # Set up a Zoho Books webhook The Zoho Books app has `instant` modules—webhooks that watch for certain changes in Zoho Books and immediately start your scenario when those changes happen. To use these modules, you must set up the webhook in your Zoho Books account. To set up the webhook: ::::WorkflowBlock :::WorkflowBlockItem Add an Zoho Books `instant`​ module to your scenario and click **Create a webhook​**​. ::: :::WorkflowBlockItem Optional: Enter a name for the webhook in the ​**Webhook name​​** field. ::: :::WorkflowBlockItem Click ​**Save**​ > ​**Copy address to clipboard**​​. You'll paste this address in your Zoho Books account. ::: :::WorkflowBlockItem Log in to your Zoho Books account. ::: :::WorkflowBlockItem In the bottom left corner, click **Settings**. ::: :::WorkflowBlockItem Click **Automation** > **Webhooks**. ::: :::WorkflowBlockItem Click **+ New Webhook**. ::: :::WorkflowBlockItem Choose the module/event you want to monitor. ::: :::WorkflowBlockItem In the **Callback URL** field, paste the webhook URL coped in step 3. ::: :::WorkflowBlockItem Save and enable the webhook. ::: :::: Your webhook is now set up. When the selected change occurs in Zoho Books, Make will immediately be notified and start your scenario. # Zoho Books modules After connecting to the Zoho Books app, you can use the following types of modules to build your scenarios. :::ExpandableHeading **Add an Attachment to a Bill** **Uploads and attaches a specific file or document to an existing bill.** ::: :::ExpandableHeading **Add an Attachment to a Sales Order** **Uploads and attaches a file to a specific sales order.** ::: :::ExpandableHeading **Add an Attachment to an Invoice** **Uploads and attaches a specific file to a selected invoice.** ::: :::ExpandableHeading **Create a Bill** **Generate a new bill record in your system to document an invoice received from your vendor.** ::: :::ExpandableHeading **Create a Contact** **Create a new contact using the specified details you provide.** ::: :::ExpandableHeading **Create a Contact Person** **Add a new contact person to an existing contact in your account.** ::: :::ExpandableHeading **Create a Credit Note** **Generates a new credit note document to record a refund or adjustment for a customer.** ::: :::ExpandableHeading **Create a Payment** **Create a new payment transaction in your connected payment system.** ::: :::ExpandableHeading **Create a Sales Order** **Creates a new sales order record for a specified customer in your system.** ::: :::ExpandableHeading **Create an Employee** **Add a new employee record specifically for managing an expense.** ::: :::ExpandableHeading **Create an Estimate** **Generate a detailed cost estimate document for a selected customer.** ::: :::ExpandableHeading **Create an Expense** **Create a new expense entry and specify whether it is billable or non-billable.** ::: :::ExpandableHeading **Create an Invoice** **Generate a new invoice for a specified customer in your account.** ::: :::ExpandableHeading **Create an Item** **Create a new item in your selected database or list.** ::: :::ExpandableHeading **Delete a Bill** **Permanently remove a selected bill from your records, unless the bill already has payments applied to it.** ::: :::ExpandableHeading **Delete a Contact** **Permanently remove a selected contact from your contact list.** ::: :::ExpandableHeading **Delete a Contact Person** **Permanently remove a specified contact person from your records.** ::: :::ExpandableHeading **Delete a Credit Note** **Permanently removes the specified credit note from your account.** ::: :::ExpandableHeading **Delete a Payment** **Permanently remove a specified payment from your records.** ::: :::ExpandableHeading **Delete a Sales Order** **Deletes a selected sales order from your account, except for those that have already been invoiced.** ::: :::ExpandableHeading **Delete an Employee** **Remove a specified employee record from your system.** ::: :::ExpandableHeading **Delete an Estimate** **Permanently remove a selected estimate from your account.** ::: :::ExpandableHeading **Delete an Expense** **Permanently remove a specific expense record from your account.** ::: :::ExpandableHeading **Delete an Invoice** **Permanently remove an existing invoice from your account, unless the invoice has payments or credit notes applied, in which case it cannot be deleted.** ::: :::ExpandableHeading **Delete an Invoice Payment** **Remove a specific payment that has been applied to an invoice.** ::: :::ExpandableHeading **Delete an Item** **Deletes the specified item, unless it is part of a transaction, in which case deletion is not allowed.** ::: :::ExpandableHeading **Download an Invoice** **Download the PDF version of a specific invoice to your device.** ::: :::ExpandableHeading **Email a Sales Order** **Sends the sales order document directly to the customer's email address.** ::: :::ExpandableHeading **Email an Invoice** **Send an invoice directly to the customer's email address.** ::: :::ExpandableHeading **Get a Bill** **Retrieve comprehensive information about a specific bill, including its status, amount, and related details.** ::: :::ExpandableHeading **Get a Contact** **Retrieve comprehensive information about a specific contact.** ::: :::ExpandableHeading **Get a Contact Person** **Retrieve comprehensive information about a specific contact person, including their personal and contact details.** ::: :::ExpandableHeading **Get a Credit Note** **Retrieves detailed information about a specific credit note you select.** ::: :::ExpandableHeading **Get a Payment** **Retrieve detailed information about a specific payment that has already been made.** ::: :::ExpandableHeading **Get a Sales Order** **Retrieve comprehensive information about a specific sales order.** ::: :::ExpandableHeading **Get an Employee** **Retrieve comprehensive information about a specific employee, including their personal and job-related details.** ::: :::ExpandableHeading **Get an Estimate** **Retrieve comprehensive information about a specific estimate, including its line items, amounts, and status.** ::: :::ExpandableHeading **Get an Expense** **Retrieve detailed information about a specific expense.** ::: :::ExpandableHeading **Get an Item** **Retrieves detailed information about a specific existing item.** ::: :::ExpandableHeading **Get an invoice** **Retrieve comprehensive information about a specific invoice, including its status, amount, and associated customer details.** ::: :::ExpandableHeading **List Bills** **Retrieve a complete list of all bills from your account.** ::: :::ExpandableHeading **List Contact Persons** **Retrieve a list of all contact persons from your account.** ::: :::ExpandableHeading **List Contacts** **Retrieve a complete list of all contacts from your account.** ::: :::ExpandableHeading **List Credit Notes** **Retrieves a complete list of all credit notes in your account.** ::: :::ExpandableHeading **List Customer Payments** **Retrieve a detailed list of all payments that have been processed for a specific customer.** ::: :::ExpandableHeading **List Employees** **Retrieve a paginated list of employees from your account.** ::: :::ExpandableHeading **List Estimates** **Retrieve a list of all estimates from your account.** ::: :::ExpandableHeading **List Expenses** **Retrieve a complete list of all recorded expenses from your account.** ::: :::ExpandableHeading **List Invoice Payments** **Retrieve a detailed list of all payments that have been applied to a specific invoice.** ::: :::ExpandableHeading **List Invoices** **Retrieve a complete list of all invoices from your account.** ::: :::ExpandableHeading **List Items** **Retrieve a list of all currently active items from your account.** ::: :::ExpandableHeading **List Sales Orders** **Retrieve a complete list of all sales orders from your account.** ::: :::ExpandableHeading **Make an API Call** **Executes a custom API request to the selected service using your authorized account.** ::: :::ExpandableHeading **Mark a Sales Order as Open** **Changes the status of a draft sales order to "open," making it active and ready for further processing.** ::: :::ExpandableHeading **Mark an Invoice as Draft** **Change the status of a previously voided invoice back to draft.** ::: :::ExpandableHeading **Mark an Item as Active** **Change the status of an inactive item to active.** ::: :::ExpandableHeading **Mark an Item as Inactive** **Change the status of a currently active item to inactive.** ::: :::ExpandableHeading **Remind Customer about an Unpaid Invoice** **Send an email reminder to your customer about an unpaid invoice, but only if the invoice is currently open or overdue.** ::: :::ExpandableHeading **Update a Bill** **Update the details of an existing bill. To remove a specific line item from the bill, simply exclude it from the line\_items list when updating.** ::: :::ExpandableHeading **Update a Contact** **Update the details of an existing contact. To remove a contact person, simply delete them from the contact\_persons list.** ::: :::ExpandableHeading **Update a Contact Person** **Update the details of an existing contact person in your database.** ::: :::ExpandableHeading **Update a Credit Note** **Updates the details of a specified credit note in your account.** ::: :::ExpandableHeading **Update a Payment** **Modify the details of an existing payment record.** ::: :::ExpandableHeading **Update a Sales Order** **Updates the details of an existing sales order; to remove a line item from the order, simply omit it from the line\_items list when updating.** ::: :::ExpandableHeading **Update an Estimate** **Update the details of an existing estimate, including modifying or removing line items by omitting them from the line\_items list.** ::: :::ExpandableHeading **Update an Expense** **Modify the details of an existing expense record.** ::: :::ExpandableHeading **Update an Invoice** **Modify the details of a previously created invoice.** ::: :::ExpandableHeading **Update an Item** **Update the information or properties of a specific item in your system.** ::: :::ExpandableHeading **Void a Sales Order** **Marks a specific sales order as void, indicating that it is canceled and will not be processed further.** ::: :::ExpandableHeading **Void an Invoice** **Changes the status of a selected invoice to "void," and automatically removes any linked payments and credits from the invoice, returning them to the customer's available credits.** ::: :::ExpandableHeading **Watch Bill** **Triggers when a new bill is created or updated in your account.** ::: :::ExpandableHeading **Watch Customers** **Monitors and retrieves new or updated customer records.** ::: :::ExpandableHeading **Watch Estimates** **Triggers when a new estimate is created or updated.** ::: :::ExpandableHeading **Watch Expenses** **Triggers when a new expense is created.** ::: :::ExpandableHeading **Watch Invoices** **Triggers when a new invoice is created.** ::: :::ExpandableHeading **Watch Items** **Monitors and detects when a new item is added or an existing item is updated.** ::: :::ExpandableHeading **Watch Payments** **Triggers when a new customer payment is received.** ::: :::ExpandableHeading **Watch Purchase Orders** **Triggers when a new purchase order is added to your system.** ::: :::ExpandableHeading **Watch Sales Oders** **Triggers when a sales order progresses through a specified workflow stage.** ::: :::ExpandableHeading **Watch Vendors** ::: # Templates You can look for Zoho Books templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Zoho Books resources - [Zoho Books API documentation](https://www.zoho.com/books/api/v3/introduction/#organization-id) - [Zoho Books Help Center](https://www.zoho.com/us/books/support/) - [Zoho Books Contact Support](https://www.zoho.com/us/books/contact-support.html)