Shopify + Zoho Books

Create Zoho Books sales invoices from new Shopify orders

Speed up your billing process with this automation that ensures every new order in your Shopify online store immediately results in a sales invoice in Zoho Books. This workflow enables you to swiftly document your sales transactions without the hassle of manual input. Not only does this save you precious time, but also eliminates the chances of human error, helping you maintain accurate, timely records to ease your accounting tasks.

When this happens...
New Order (Any Status)
Triggers when a new purchase is made (of any order status).
TriggerInstant
automatically do this!
Create Sales Invoice
Creates a new sales invoice.
ActionWrite

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Supported triggers and actions

What does this mean?

New Blog
Triggers when a new blog is added to your Shopify store.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added to your Shopify account.
Trigger
Scheduled
Try It
- Abandoned Cart Age (Hours)Required
Trigger
Scheduled
Try It
New Draft Order
Triggers when a new draft order is created
Trigger
Instant
Try It
New Order
Triggers when an order is created (with line item support).
Trigger
Instant
Try It

New Refund
Triggers when a refund or partial refund occurs.
Trigger
Instant
Try It
New Tag Added to Customer
Triggers when a new tag is added to a customer.
Trigger
Scheduled
Try It

Updated Order
Triggers when an order is updated (with line item support).
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Send E-Mail Invite
Action
Write
- LocationRequired
- ProductRequired
- Product VariantRequired
- Adjust Quantity By
- Set Quantity To
Action
Write
- TitleRequired
- Product TypeRequired
- VendorRequired
- Product Description
- Tags
- Published At
- Price
- Inventory Policy
- Image URL
- More Image URLs
- SKU
- Is Published?
- Publish to Point of Sale
Action
Write
- CustomerRequired
- First Name
- Last Name
- Email Address
- Tags
- Phone Number
- Note
- Tax Exempt
- Accepts Marketing
Action
Write
- ProductRequired
- Product VariantRequired
- Title
- Price
- Compare at Price
- SKU
Action
Write
Get specific order by ID
Get details of an order using Order ID
Action
Write
- Product TitleRequired
Action
Search
- Name
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Send E-Mail Invite
Action
Search or write
- Product TitleRequired
- Product TypeRequired
- VendorRequired
- Product Description
- Tags
- Published At
- Price
- Inventory Policy
- Image URL
- More Image URLs
- SKU
- Is Published?
- Publish to Point of Sale
Action
Search or 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

- BlogRequired
Trigger
Scheduled
Try It
Customer Account Enabled
Triggers when a customer account is enabled.
Trigger
Instant
Try It
New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Trigger
Instant
Try It
New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Trigger
Instant
Try It
New Paid Order
Triggers when an order is paid (with line item support).
Trigger
Instant
Try It
New Product
Triggers when a new product is added to your Shopify store.
Trigger
Scheduled
Try It
Updated Customer
Triggers when a customer's information is updated.
Trigger
Instant
Try It
- BlogRequired
- TitleRequired
- Author NameRequired
- ContentRequired
- Featured Image URL
- Excerpt/Summary
- Tags
- Is Published?
Action
Write
- Email
- Product
- Product Variant
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
Action
Write
- Email
- Product
- Product Variant
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
- Shipping Address Instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - State/Province/Region
- Shipping Address - Postal/Zip code
- Billing Address Instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - State/Province/Region
- Billing Address - Postal/Zip code
- Send Receipt
- Send Fulfillment Receipt
- Location
- Inventory Behavior
- Financial Status
- Fulfillment Status
- Code
- Title
- Price
- Discounted Price
- Source
Action
Write
- ProductRequired
- TitleRequired
- Price
- Compare at Price
- SKU
- Inventory Policy
Action
Write
- ProductRequired
- Title
- Product Type
- Vendor
- Product Description
- Tags
- Price
- Images
- SKU
- Is Published?
- Publish to Point of Sale
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Name
- Email
Action
Search
- ProductRequired
- Product Variant TitleRequired
- Exact MatchRequired
Action
Search
- Product TitleRequired
- Product TypeRequired
- VendorRequired
- Product Description
- Tags
- Published At
- Price
- Inventory Policy
- Image URL
- More Image URLs
- SKU
- Is Published?
- Publish to Point of Sale
Action
Search or write
- ProductRequired
- TitleRequired
- Exact MatchRequired
- Price
- Compare at Price
- SKU
- Inventory Policy
Action
Search or 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 Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.

Learn more Help

Related categories

eCommerce

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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Shopify + Zoho Books

Create Zoho Books sales invoices from new Shopify orders

New Blog

New Customer

New Abandoned Cart

New Draft Order

New Order

New Refund

New Tag Added to Customer

Updated Order

Create Customer

First NameRequired

Last NameRequired

Email AddressRequired

Company Name

Street Address

Street Address Line 2

City

State

State/Province Code

Country

Zip Code

Phone

Tags

Note

Accepts Marketing

Tax Exempt

Send E-Mail Invite

Update Inventory Quantity

LocationRequired

ProductRequired

Product VariantRequired

Adjust Quantity By

Set Quantity To

Create Product

TitleRequired

Product TypeRequired

VendorRequired

Product Description

Tags

Published At

Price

Inventory Policy

Image URL

More Image URLs

SKU

Is Published?

Publish to Point of Sale

Update Customer

CustomerRequired

First Name

Last Name

Email Address

Tags

Phone Number

Note

Tax Exempt

Accepts Marketing

Update Product Variant

ProductRequired

Product VariantRequired

Title

Price

Compare at Price

SKU

Get specific order by ID

Find Product by Title

Product TitleRequired

Find or Create Customer

Name

Email AddressRequired

First NameRequired

Last NameRequired

Company Name

Street Address

Street Address Line 2

City