Zoho Books

zoho books is an online accounting software designed for small businesses to manage their finances with the zoho books app in {{product name}} , 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 {{product name}} , you must have a https //www zoho com/us/books/m signup html connect zoho books and {{product name}} to get started, you must first create a connection between zoho books and {{product name}} , allowing the two services to communicate to create the connection, you need to log in to your {{product name}} account, add a zoho books module to your {{scenario singular lowercase}} , and click create a connection 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 optional switch on ​ a dvanced settings ​ and enter your zoho books client credentials for more information on how to obtain your credentials, refer to the 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 click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the zoho books app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps 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 singular lowercase}} when those changes happen to use these modules, you must set up the webhook in your zoho books account to set up the webhook add an zoho books instant ​ module to your {{scenario singular lowercase}} and click create a webhook​ ​ optional enter a name for the webhook in the ​ webhook name​​ field click ​ save ​ > ​ copy address to clipboard ​​ you'll paste this address in your zoho books account log in to your zoho books account in the bottom left corner, click settings click automation > webhooks click + new webhook choose the module/event you want to monitor in the callback url field, paste the webhook url coped in step 3 save and enable the webhook your webhook is now set up when the selected change occurs in zoho books, {{product name}} will immediately be notified and start your {{scenario singular lowercase}} zoho books modules after connecting to the zoho books app, you can use the following types of modules to build your {{scenario plural lowercase}} add an attachment to a bill uploads and attaches a specific file or document to an existing bill add an attachment to a sales order uploads and attaches a file to a specific sales order add an attachment to an invoice uploads and attaches a specific file to a selected invoice create a bill generate a new bill record in your system to document an invoice received from your vendor create a contact create a new contact using the specified details you provide create a contact person add a new contact person to an existing contact in your account create a credit note generates a new credit note document to record a refund or adjustment for a customer create a payment create a new payment transaction in your connected payment system create a sales order creates a new sales order record for a specified customer in your system create an employee add a new employee record specifically for managing an expense create an estimate generate a detailed cost estimate document for a selected customer create an expense create a new expense entry and specify whether it is billable or non billable create an invoice generate a new invoice for a specified customer in your account create an item create a new item in your selected database or list delete a bill permanently remove a selected bill from your records, unless the bill already has payments applied to it delete a contact permanently remove a selected contact from your contact list delete a contact person permanently remove a specified contact person from your records delete a credit note permanently removes the specified credit note from your account delete a payment permanently remove a specified payment from your records delete a sales order deletes a selected sales order from your account, except for those that have already been invoiced delete an employee remove a specified employee record from your system delete an estimate permanently remove a selected estimate from your account delete an expense permanently remove a specific expense record from your account 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 delete an invoice payment remove a specific payment that has been applied to an invoice delete an item deletes the specified item, unless it is part of a transaction, in which case deletion is not allowed download an invoice download the pdf version of a specific invoice to your device email a sales order sends the sales order document directly to the customer's email address email an invoice send an invoice directly to the customer's email address get a bill retrieve comprehensive information about a specific bill, including its status, amount, and related details get a contact retrieve comprehensive information about a specific contact get a contact person retrieve comprehensive information about a specific contact person, including their personal and contact details get a credit note retrieves detailed information about a specific credit note you select get a payment retrieve detailed information about a specific payment that has already been made get a sales order retrieve comprehensive information about a specific sales order get an employee retrieve comprehensive information about a specific employee, including their personal and job related details get an estimate retrieve comprehensive information about a specific estimate, including its line items, amounts, and status get an expense retrieve detailed information about a specific expense get an item retrieves detailed information about a specific existing item get an invoice retrieve comprehensive information about a specific invoice, including its status, amount, and associated customer details list bills retrieve a complete list of all bills from your account list contact persons retrieve a list of all contact persons from your account list contacts retrieve a complete list of all contacts from your account list credit notes retrieves a complete list of all credit notes in your account list customer payments retrieve a detailed list of all payments that have been processed for a specific customer list employees retrieve a paginated list of employees from your account list estimates retrieve a list of all estimates from your account list expenses retrieve a complete list of all recorded expenses from your account list invoice payments retrieve a detailed list of all payments that have been applied to a specific invoice list invoices retrieve a complete list of all invoices from your account list items retrieve a list of all currently active items from your account list sales orders retrieve a complete list of all sales orders from your account make an api call executes a custom api request to the selected service using your authorized account mark a sales order as open changes the status of a draft sales order to "open," making it active and ready for further processing mark an invoice as draft change the status of a previously voided invoice back to draft mark an item as active change the status of an inactive item to active mark an item as inactive change the status of a currently active item to inactive 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 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 update a contact update the details of an existing contact to remove a contact person, simply delete them from the contact persons list update a contact person update the details of an existing contact person in your database update a credit note updates the details of a specified credit note in your account update a payment modify the details of an existing payment record 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 update an estimate update the details of an existing estimate, including modifying or removing line items by omitting them from the line items list update an expense modify the details of an existing expense record update an invoice modify the details of a previously created invoice update an item update the information or properties of a specific item in your system void a sales order marks a specific sales order as void, indicating that it is canceled and will not be processed further 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 watch bill triggers when a new bill is created or updated in your account watch customers monitors and retrieves new or updated customer records watch estimates triggers when a new estimate is created or updated watch expenses triggers when a new expense is created watch invoices triggers when a new invoice is created watch items monitors and detects when a new item is added or an existing item is updated watch payments triggers when a new customer payment is received watch purchase orders triggers when a new purchase order is added to your system watch sales oders triggers when a sales order progresses through a specified workflow stage watch vendors templates you can look for zoho books templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} zoho books resources https //www zoho com/books/api/v3/introduction/#organization id https //www zoho com/us/books/support/ https //www zoho com/us/books/contact support html