Anchor + Zoho Books

Anchor + Zoho Books integrations

Generate Zoho Books sales invoices when proposals are approved in Anchor

When a proposal gets approved in Anchor, have it seamlessly create a sales invoice in Zoho Books for a smooth transition. This workflow enhances your productivity by handling the invoice creation process, freeing up your time for other important tasks. Plus, it keeps your sales records up to date without any extra effort from you. Enjoy a more automatic process that helps maintain accuracy across your accounts.

When this happens...
Proposal ApprovedTriggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
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More things you can do with Anchor and Zoho Books

Discover other triggers and actions you can use with Anchor and Zoho Books

Agreement Amended
Triggers when an agreement is amended.
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Agreement Terminated
Triggers when an agreement is terminated.
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Invoice Payment Collected
Triggers when payment for an invoice is collected (Anchor received the funds, before settlement).
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Invoice Payment Failed
Triggers when payment for an invoice fails. Failure details are at detailedStatus.paymentFailed.
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Invoice Payment Partially Refunded
Triggers when an invoice payment is partially refunded.
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Invoice Payment Refund Failed
Triggers when refunding an invoice payment fails. Failure details are at detailedStatus.refundFailed (no message field by design).
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New Invoice Issued
Triggers when a new invoice is issued.
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Payout Deleted
Triggers when a payout is deleted.
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Payout Paid
Triggers when funds are paid out to your bank.
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Proposal Expired
Triggers when a proposal expires before being approved.
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Proposal Reviewed
Triggers when a proposal is reviewed by the client.
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- Agreement ID
  Required
- Credit Amount
  Required
- Service Template
  Required
- Note
Action
Write
- Proposal Template
  Required
- Contact ID
- Metadata
Action
Write
- Agreement ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Proposal ID
  Required
Action
Search
- Limit
Action
Search
- Limit
Action
Search
- Organization
  Required
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Instant
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
Instant
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- Organization Name
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Item Name
  Required
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- Organization
  Required
- Invoice Number
  Required
Action
Search

Agreement Amendments Approved
Triggers when amendments to an agreement are approved.
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Invoice Paid
Triggers when an invoice is paid in full (either collected by Anchor or marked paid externally).
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Invoice Payment Disputed
Triggers when an invoice payment is disputed by the client. Dispute details are at detailedStatus.paymentDisputed.
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Invoice Payment Initiated
Triggers when payment for an invoice is initiated (a charge is in flight).
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Invoice Payment Refunded
Triggers when an invoice payment is refunded in full.
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Invoice Voided
Triggers when an invoice is voided. No void-reason field exists on the wire — only the timestamp.
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New Proposal Sent
Triggers when a proposal is sent to a client.
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Payout Failed
Triggers when a payout fails. Failure details are at status.failed.
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Proposal Approved
Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
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Proposal Published
Triggers when a proposal is published.
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Proposal Withdrawn
Triggers when a proposal is withdrawn by the service provider.
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company Name
  Required
- Phone
Action
Write
- Draft ID
  Required
- Notify Policy
- Source
Action
Write
- Contact ID
  Required
Action
Search
- Payout ID
  Required
Action
Search
- Limit
Action
Search
- Limit
- Status filter
- Agreement ID
Action
Search
- Limit
Action
Search
- Organization
  Required
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Instant
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- Status
- Organization
  Required
Trigger
Instant
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- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item Name
  Required
- Description
- Quantity
  Required
- Rate
  Required
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Anchor

Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.

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Related categories

Proposal & Invoice Management

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

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Related categories

Accounting

Zoho

Related Zap Templates

Create Zoho Books invoices from new Anchor invoices

Generate Zoho Books sales invoices from new paid invoices in Anchor