Odoo ERP Self Hosted + Zoho Books

Create new Zoho Books actions for each new record in Odoo ERP Self Hosted

Streamline your business processes with this seamless integration between Odoo ERP Self Hosted and Zoho Books. Whenever a new record is added in your Odoo ERP system, the specified action takes place in Zoho Books. This ensures your financial data stays up-to-date, helping you reduce manual data entry and maintain accurate books. This workflow thus offers a smart solution to keep your finances aligned with other business operations.

When this happens...
New Record
Triggers when a new record is added in a model (choose any model you have installed).
TriggerScheduled
automatically do this!
ActionWrite

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Supported triggers and actions

What does this mean?

New Database
Triggers when you add a new database.
Trigger
Scheduled
Try It
- DatabaseRequired
Trigger
Scheduled
Try It
- DatabaseRequired
Trigger
Scheduled
Try It
- DatabaseRequired
- ModuleRequired
Trigger
Scheduled
Try It
- DatabaseRequired
Trigger
Scheduled
Try It

- DatabaseRequired
Action
Write
- DatabaseRequired
Action
Write

- DatabaseRequired
- ModuleRequired
Action
Write
- DatabaseRequired
Action
Write
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

- DatabaseRequired
Trigger
Scheduled
Try It
- DatabaseRequired
Trigger
Scheduled
Try It
- DatabaseRequired
Trigger
Scheduled
Try It
- DatabaseRequired
Trigger
Scheduled
Try It
- DatabaseRequired
Trigger
Scheduled
Try It
- DatabaseRequired
Action
Write
- DatabaseRequired
Action
Write
- DatabaseRequired
Action
Write
- DatabaseRequired
Action
Write
- OrganizationRequired
Trigger
Instant
Try It
- Status
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- 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
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item NameRequired
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Odoo ERP Self Hosted

Odoo ERP Self Hosted (formerly known as OpenERP) is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Redmine

Project Management

Podio

Project 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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Odoo ERP Self Hosted + Zoho Books

Create new Zoho Books actions for each new record in Odoo ERP Self Hosted

New Database

New Lead/Opportunity

New Note

DatabaseRequired

New Record

DatabaseRequired

ModuleRequired

New Calendar Todo

DatabaseRequired

Create Calendar Event

DatabaseRequired

Create Note

DatabaseRequired

Create Record

DatabaseRequired

ModuleRequired

Create Calendar Todo

DatabaseRequired

New Customer

OrganizationRequired

New Expense

OrganizationRequired

New Item

OrganizationRequired

Create Estimate

Organization NameRequired

Customer NameRequired

Estimate Number

Date

Expiry Date

NameRequired

RateRequired

QuantityRequired

Discount

Description

Exchange Rate

Estimate Notes

Send

Estimate Terms

Shipping Charge

Create Item

OrganizationRequired

Item NameRequired

Description

Rate

Tax Percentage

Find Invoice

OrganizationRequired

Invoice NumberRequired

New Calendar Event

DatabaseRequired

New Module

DatabaseRequired

New Product

DatabaseRequired

New Project Task

DatabaseRequired

New User

DatabaseRequired

Create Lead/Opportunity

DatabaseRequired

Create Product

DatabaseRequired

Create Project Task

DatabaseRequired

Create User

DatabaseRequired

New Estimate

OrganizationRequired

New Sales Invoice

Status

OrganizationRequired

Create Customer

OrganizationRequired

PAN Number