Connect Lark and Zoho Books to unlock the power of automation

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Choose an Action

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Quickly connect Lark to Zoho Books with a Zapier template.

Our most popular template

Create new Lark tasks from new Zoho Books estimates
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Zoho Books + Lark

Create new Lark tasks from new Zoho Books estimates

Details

Try it

Zoho Books + Lark

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Zapier makes it easy to integrate Lark with Zoho Books - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Receive Message in Lark Group Chat" from Lark.

Add your action

An action happens after the trigger—such as "Create Customer" in Zoho Books.

You’re connected!

Zapier seamlessly connects Lark and Zoho Books, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Channel ID
  Required
Trigger
Instant
Try It
- App token (Found in Base URL)
  Required
- Table ID
  Required
Action
Write
- Select Folder
  Required
- Doc Name
  Required
Action
Write
- Folder Name
  Required
- Folder Token
  Required
Action
Write
- Chat ID
  Required
- User ID
  Required
Action
Write

- Receiver ID
  Required
- Content
  Required
Action
Write
- Channel ID
  Required
- Content
  Required
Action
Write

- Calendar ID
  Required
- Event ID
  Required
- Updated Summary
- Updated Description
- Updated Start Time
- Updated End Time
- Updated Timezon
Action
Write
- Key Word
  Required
Action
Search
- Calendar ID
  Required
- Key Word
  Required
Action
Search
- Channel Name
  Required
Action
Search
- Key Word
  Required
Action
Search
- GUID
  Required
Action
Search
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- 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

- Channel ID
  Required
Trigger
Instant
Try It
- App Token (Found in Base URL)
  Required
- Table ID
  Required
- Record ID
  Required
Action
Write
- Parent Folder Token
  Required
- New Folder Name
  Required
Action
Write
- Summary
  Required
- Description
  Required
- Due (Unix Time in millisecond)
  Required
- Assignee
  Required
Action
Write
- Calendar ID
  Required
- Event Summary
  Required
- Description
  Required
- Start Time
  Required
- End Time
  Required
- Time Zone
Action
Write
- Receiver ID
  Required
- Message Content
  Required
Action
Write
- Channel ID
  Required
- Message Content
  Required
Action
Write
- GUID
  Required
- Summary
  Required
- Description
  Required
- Due
  Required
Action
Write
- Key Word
  Required
Action
Search
- Key Word
  Required
Action
Search
- Key Word
  Required
Action
Search
- Is Completed
Action
Search
- Email or Username
Action
Search
- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Lark and Zoho Books to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Lark to Zoho Books integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Lark + Zoho Books integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Lark and Zoho Books

How do I start integrating Lark with Zoho Books?

You'll begin by creating a Zap in our platform. Once you create an account and log in, you can set up the integration using our easy-to-follow interface. Identify the trigger from Lark and decide on the corresponding action in Zoho Books.

What triggers from Lark can I use?

Lark allows you to select various triggers such as 'New Message', 'New Document Created', or 'New Event Scheduled'. These actions can prompt specific responses in Zoho Books, like creating an invoice or updating a contact.

Can I update existing records in Zoho Books through this integration?

Yes, using triggers from Lark such as 'Document Updated' or 'Meeting Concluded', you can set up actions to update existing customer records, invoices, or financial data in Zoho Books.

Is it possible to automate invoicing with this integration?

Absolutely! By setting a trigger such as 'Task Completed' in Lark, you can automatically generate and send invoices through Zoho Books without manual input each time.

Are there any specific limitations I should be aware of when integrating these apps?

While most functions integrate smoothly, it's essential to note that some highly customized fields in Zoho Books may not be directly accessible for automation. Review your current setup for any peculiarities that might need manual intervention.

How do I troubleshoot if my integration setup doesn't work as expected?

First, review each step of your trigger and action configurations. Ensure both applications are authenticated correctly with our platform. If issues persist, check log activities for insights on where the breakdown occurred.

Can multiple actions be triggered from a single event in Lark?

Yes, one of the powerful features we provide is the ability to link multiple actions within Zoho Books from a single trigger event in Lark. For instance, a 'New Order Placed' event could simultaneously generate an invoice and update inventory records.

About Lark

Lark is the next-generation collaboration suite that enables teams to do their best work together. It integrates messaging, video conferencing, schedule management, collaborative documents, email and a variety of workplace applications into a single, mobile-first platform.

HelpHelp

Related categories

Productivity

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.

HelpHelp

Related categories

Accounting Zoho

Connect Lark and Zoho Books to unlock the power of automation

Set up your first integration

Create new Lark tasks from new Zoho Books estimates

Create new Lark tasks from new Zoho Books estimates

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Lark and Zoho Books to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Frequently Asked Questions about Lark + Zoho Books integrations

Connect Lark to Zoho Books on the world's largest no-code automation platform