Zoho Books Integrations

  • Create Zoho Books invoices from new Shopify orders

    Save your time for your products and customers, and let automation manage your accounting. After you've configured this integration, it will trigger with every new order you receive on Shopify, automatically creating an invoice from it on Zoho Books and ensuring your workflows never stop moving.

    How It Works

    1. A new order is received on Shopify
    2. Zapier automatically creates a new invoice in Zoho Books

    Apps Involved

    • Shopify
    • Zoho Books
  • Add new Zoho Books contacts to new rows on Google Sheets

    A spreadsheet with your contact information gives you a great deal of filtering and sorting power. Activate this integration and we'll make sure it's always updated. Whenever you add a new contact to your customer database on Zoho Books, the automation will capture it, adding the details to a new row on Google Sheets so you have all the latest names within reach at all times.

    How this Zoho Books-Google Sheets integration works

    1. A new contact is added in Zoho Books
    2. Zapier adds a new row to Google Sheets

    Apps Involved

    • Zoho Books
    • Google Sheets
  • Subscribe new Zoho Books contacts to a list on MailChimp

    Sending emails about the latest news and offers to customers is an integral part of expanding your business. Let this automation do the work of building up your audience: Turn it on, and every new contact you add to Zoho Books will also be subscribed to a list on MailChimp, guaranteeing your newsletters always reach the widest possible audience.

    How this Zoho Books - MailChimp integration works

    1. A new contact is added in Zoho Books
    2. Zapier automatically adds them as new subscribers in MailChimp

    Apps Involved

    • Zoho Books
    • MailChimp
  • Post messages to a Slack channel with new invoices from Zoho Books

    Issuing an invoice can signify a number of processes are ready to kick off. Make sure the entire team knows about them by setting up this automation. It will trigger with every new invoice you create on Zoho books, automatically posting its details to Slack so everyone in the channel you want to inform hears about it.

    How this Zoho Books-Slack integration works

    1. A new Invoice is created in Zoho Books
    2. Zapier sends a message on Slack

    Apps Involved

    • Zoho Books
    • Slack
  • Add new Zoho Books contacts from new submissions on Gravity Forms

    Exporting your submissions by hand is a waste of your time. Let Zapier take on tedious tasks like that. This automation will react every time you receive a new submission on Gravity Forms, copying the details you need so a new contact can be added to Zoho Books to ensure your accounting always covers everyone.

    How this Gravity Forms - Zoho Books integration works

    1. A new submission is made in Gravity Forms
    2. Zapier automatically adds a new contact in Zoho Books

    Apps involved

    • Gravity Forms
    • Zoho Books
  • Add new Amazon Seller Central orders to Zoho Books as invoices

    Invoicing can be time-consuming and extremely boring, especially if you have lots of sales. Once you've set up this integration, Zapier will add your new Amazon Seller Central orders to Zoho Books as new invoices. Your books will be updated with all your invoices, allowing you to spend time doing other work.

    How this Amazon Seller Central-Zoho Books integration works

    1. A new order is placed in Amazon Seller Central
    2. Zapier adds an invoice to Zoho Books

    Apps involved

    • Amazon Seller Central
    • Zoho Books
  • Copy Magento invoices into Zoho Books

    Duplicating information between the apps you use manually is a waste of time. Let this integration do that work quickly and accurately for you. Once active, it will trigger with every new sales order invoice you create on Magento, automatically copying the details into Zoho Books so you can always rely on having the data you need in the right places.

    How this Magento-Zoho Books integration works

    1. A new sales order invoice is created in Magento
    2. Zapier creates a new Invoice in Zoho Books

    Apps involved

    • Magento
    • Zoho Books
  • Add new Zoho Books contacts to ActiveCampaign as new subscribers

    Want to make sure you're reaching out to all your key customers? Let Zapier capture everyone that goes through your accounting. This integration will trigger whenever you add a new contact to Zoho Books, adding them as a new subscriber on ActiveCampaign. You can then be sure your marketing is reaching them all.

    How this Zoho Books - ActiveCampaign integration works

    1. A new contact is added in Zoho Books
    2. Zapier adds them as new contacts in ActiveCampaign, automatically

    Apps involved

    • Zoho Books
    • ActiveCampaign
  • Send existing Zoho Books invoices in Gmail messages via a Google Chrome extension

    When you need to quickly look up an invoice and get the details to a stakeholder, you don't need to waste time by doing it manually. Use this Zap to automatically find existing invoices in Zoho Books. All you need to do is type in the invoice number to Zapier's Google Chrome extension and Zapier will send you (or someone else) a Gmail message with all the details from the invoice.

    How this Push-Zoho Books-Gmail integration works

    1. You type an invoice number into Zapier's Google Chrome extension
    2. Zapier finds the invoice in Zoho Books
    3. Zapier send a Gmail message with details about the invoice

    Apps involved

  • Add new contacts in Zoho Books from new Formstack entries

    If you're collecting data from customers, you probably need it across multiple apps. Activate this integration and do away with adding it manually. It will then trigger with every new entry on Formstack, automatically adding a new contact to Zoho Books so your accounting never falls out of date

    How this Formstack - Zoho Books integration works

    1. A new entry is made in Formstack
    2. Zapier adds them as new contact in Zoho Books, automatically

    Apps involved

    • Formstack
    • Zoho Books
  • Send new RightSignature templates to be signed for every new invoice in Zoho Books

    Are you still manually sending documents for signature after every invoice? Let Zapier take care of this. Activate this integration, and a RightSignature template is automatically sent out to any recipients for signature whenever a new invoice is issued on Zoho Books, keeping your agreements moving swiftly without slowing your other work down

    How this RightSignature - Zoho Books integration works

    1. A new invoice is sent from Zoho Books
    2. Zapier sends out a new document for signing via RightSignature

    Apps involved

    • RightSignature
    • Zoho Books
  • Create Zoho Books contacts from new entries on Wufoo

    Tired of manually exporting your form submissions? Zapier can do the hard work for you: This integration will create a contact in Zoho Books from each new Wufoo entry you receive after everything is set up, ensuring you never have to enter contact details by hand again.

    How this Wufoo-Zoho Books integration works

    1. A new entry is received on Wufoo
    2. Zapier automatically adds a contact to Zoho Books

    Apps Involved

    • Wufoo
    • Zoho Books
  • Copy new Infusionsoft contacts into Zoho Books

    All small businesses need to constantly keep track of their leads, as every lead is a potential customer. With this integration, a contact is automatically added to Zoho Books whenever they are added to Infusionsoft, allowing you to prepare for all the increased interest you receive from your email marketing.

    How this Infusionsoft-Zoho Books integration works

    1. A new contact is added to Infusionsoft
    2. Zapier copies them over to Zoho Books

    Apps involved

    • Infusionsoft account
    • Zoho Books account
  • Create Zoho Books sales invoices for new LemonStand paid orders

    Keeping track of the books is important, but your time is better spent elsewhere. Use this integration to reclaim that lost time. After it's been set up, this integration automatically creates new Zoho Books sales invoices every time you receive a new order in LemonStand is paid, keeping your processes moving without any effort on your part.

    How this LemonStand-Zoho Books integration works

    1. A new paid order is created in LemonStand
    2. Zapier creates a new sales invoice in Zoho Books

    Apps involved

    • LemonStand
    • Zoho Books
  • Add new Typeform entries and corresponding Zoho Books invoices to Google Sheets

    Keep track of your invoice data in a spreadsheet, where you can sort and analyze it. Use this Zap to automatically find existing invoices in Zoho Books. All you need to do is type the invoice number into a typeform and then Zapier will neatly organize all of the data into a new Google Sheets row.

    How this Push-Zoho Books-Google Sheets integration works

    1. A new Typeform entry is created
    2. Zapier finds the invoice in Zoho Books
    3. Zapier add details from both the invoice and the entry to Google Sheets as a new row

    Apps involved

    • Typeform
    • Zoho Books
    • Google Sheets
  • Send existing Zoho Books invoices to Slack from a Google Chrome extension

    Pull in important details from your invoices without manually searching for the invoices yourself. Use this Zap to automatically find existing Zoho Books invoices whenever you type an invoice number into Zapier's Google Chrome extension. Then, Zapier will send you the invoice details in a Slack direct message. Now you have all the relevant info you need--without manually copying and pasting data.

    How this Push-Zoho Books-Slack integration works

    1. You type an invoice number into Zapier's Google Chrome extension
    2. Zapier finds the invoice in Zoho Books
    3. Zapier sends details about the invoice to Slack as direct messages

    Apps involved

  • Trigger a FireText SMS message when a new item is created on Zoho Books

    Keeping your finances in check can be a challenge if you are trying to do so manually. Once set-up, this integration will let you trigger an SMS message every time a new item is created on Zoho Books so you'll never miss an update.

    How this Zoho Books-FireText integration Works

    1. New item is created on Zoho Books
    2. An SMS is triggered via FireText

    Apps involved

    • Zoho Books
    • FireText
  • Create sales invoices in Zoho Books when new records appear in Airtable views

    Do you run into mistakes when you manually enter sales invoices? Let Zapier eliminate errors by automatically grabbing sales information from your Airtable record and recording it as new sales invoices in Zoho Books.

    How this Airtable-Zoho Books integration works:

    1. New records arrives in an Airtable view
    2. Zapier creates new sales invoices in Zoho Books

    Apps involved

    • Airtable
    • Zoho Books
  • Create sales invoices in Zoho Books and post Slack notifications from new Airtable records in a view

    Automatically build sales invoices and instantly notify your team with this Zap! When new Airtable records appear in a view, Zapier will grab their information and create sales invoices in Zoho Books—but it won't stop there: Zapier will then send notifications through Slack so your team is kept up-to-date.

    How this Airtable-Zoho Books-Slack integration works:

    1. New records come in to an Airtable view
    2. Zapier creates sales invoices in Zoho Books
    3. Zapier then sends notifications to a Slack channel

    Apps involved

    • Airtable
    • Zoho Books
    • Slack
  • Run custom code and create sales invoices in Zoho Books when new records appear in Airtable views

    If you spend a lot of time taking Airtable records and splitting out the information manually for sales invoices, stop what you're doing and use this Zap! Zapier can build your Zoho Books sales invoices automatically—and will separate your data as needed with Code by Zapier.

    Note: Since this Zap uses Code by Zapier's 'Run Javascript' action, it will require knowledge of coding.

    How this integration works:

    1. New records in an Airtable view populate
    2. Zapier runs a bit of Javascript that you write
    3. Zapier creates new sales invoices in Zoho Books

    Apps involved

    • Airtable
    • Code by Zapier
    • Zoho Books
  • Create Gro CRM leads from new Zoho Books contacts

    Are you tired of missing data after manually entering it? This Zoho Books-Gro CRM integration automates this process for you, so no more missing data! Stop spending precious time on manual data entry and spend more time communicating with your contacts!

    How this Zoho Books-Gro CRM integration works

    1. A new contact is created on Zoho Books
    2. Zapier automatically creates a new contact in Gro CRM

    Apps involved

    • Zoho Books
    • Gro CRM
  • Add new Omnify bookings to Zoho Books as sales invoices

    When your clients purchase bookings with you via Omnify, you want to make sure your accounting tool has that information, too. That way, balancing the books is that much easier. With this Omnify-Zoho Books integration, Zapier will automatically create an invoice in Zoho Books every time you receive a new booking on Omnify. That way, you accounts are up-to-date and you're on top of things.

    How this Omnify-Zoho Books integration works

    1. A new booking is made on Omnify
    2. Zapier automatically creates a sales invoice on Zoho Books

    Apps involved

    • Omnify
    • Zoho Books
  • Add new Zoho Books contacts for new Bookafy customers

    Record, audit and analyze all your transactions very easily. Use Zoho Books as an accounting software with secure data storage and many more features. This Zapier integration helps you to connect Bookafy with Zoho Books to add new contacts on Zoho Books for every new Bookafy customers.

    How this Bookafy-Zoho Books integration works

    1. A new customer registers on Bookafy
    2. Zapier adds a new Zoho Books contact for that customer

    Apps involved

    • Bookafy
    • Zoho Books
  • Create contacts in eEndorsements from new contacts in Zoho Books

    As you add new customer Contacts in Zoho Books, send them review requests through eEndorsementsn with this integration! Now, whenever a new contact is added in Zoho books, Zapier will automatically add the contact information into eEndorsements.

    How this Zoho Books-eEndorsements integration works

    1. A new Contact is added in Zoho Books
    2. Zapier transfers the contact information into eEndorsements

    Apps involved

    • Zoho Books
    • eEndorsements
  • Create Easy Project real budget expenses from new Zoho Books expenses

    Planning your project budget and comparing them to the real revenues and expenses using Easy Project Budgets is the best way to control your project finances. If you use Zoho Books for finance management you definitely need to integrate data to project budget. This Zapier integration helps you new expenses created in Zoho Books automatically create as real expenses in Easy Project budget.

    How it works

    1. A new expense is created in Zoho Books
    2. Zapier automatically create project budget expense in Easy Project

    Apps involved

    • Zoho Books
    • Easy Project

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Zoho Books Integration Details

Launched on Zapier March 1, 2016

Zapier combines Triggers (like "New Item") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Zoho Books Triggers, Searches, and Actions are supported by Zapier:

New Item

Triggers when a new item is created.

New Contact

Triggers when a new contact is created.

New Sales Invoice

Triggers when a new sales invoice is created.

New Expense

Triggers when an expense is created.

New Estimate

Triggers when a new estimate is created.

Create Contact

Creates a new contact.

Create Sales Invoice

Creates a new sales invoice.

Create Estimate

Creates a new estimate.

Create Item

Creates a new item.

Find Invoice

Finds an existing Invoice.

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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.