Manage Zoho Books contacts, items, invoices, estimates, sales orders and bills, and read payments, credit notes, accounts, taxes and expenses with a region-bound refresh token.
Explore 63 workflow actions for Zoho Books, including account permissions and operation limits.
26 read actions37 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add invoice comment
Write
Add a comment to an invoice.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create bill
Write
Create a bill.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create contact
Write
Create a contact.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create estimate
Write
Create a estimate.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create invoice
Write
Create a invoice.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create item
Write
Create a item.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create sales order
Write
Create a sales order.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete bill
Write
Delete a bill.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contact
Write
Delete a contact.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete estimate
Write
Delete a estimate.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete invoice
Write
Delete a invoice.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete item
Write
Delete a item.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete sales order
Write
Delete a sales order.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Email estimate
Write
Email an estimate to its contacts.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Email invoice
Write
Email an invoice to its contacts.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Email sales order
Write
Email a sales order to its contacts.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get account
Read
Read a account.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
Get bill
Read
Read a bill.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
Get contact
Read
Read a contact.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
Get credit note
Read
Read a credit note.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
Get current user
Read
Read the user the token belongs to.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
Get customer payment
Read
Read a customer payment.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
Get estimate
Read
Read a estimate.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
Get expense
Read
Read a expense.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
Get invoice
Read
Read a invoice.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
Get item
Read
Read a item.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
Get sales order
Read
Read a sales order.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List accounts
Read
List accounts with the documented filters.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List bills
Read
List bills with the documented filters.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List contacts
Read
List contacts with the documented filters.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List credit notes
Read
List credit notes with the documented filters.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List customer payments
Read
List customer payments with the documented filters.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List estimates
Read
List estimates with the documented filters.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List expenses
Read
List expenses with the documented filters.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List invoice comments
Read
List an invoice's comments and history.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List invoice payments
Read
List the payments recorded on an invoice.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List invoices
Read
List invoices with the documented filters.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List items
Read
List items with the documented filters.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List organizations
Read
List the Zoho Books organizations the token can reach.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List sales orders
Read
List sales orders with the documented filters.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List taxes
Read
List taxes.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
List users
Read
List the organization's users.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
Mark bill open
Write
Mark a bill as open.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark contact active
Write
Mark a contact active.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark contact inactive
Write
Mark a contact inactive.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark estimate accepted
Write
Mark an estimate as accepted.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark estimate declined
Write
Mark an estimate as declined.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark estimate sent
Write
Mark an estimate as sent.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark invoice draft
Write
Return a voided invoice to draft.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark invoice sent
Write
Mark a draft invoice as sent.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark item active
Write
Mark an item active.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark item inactive
Write
Mark an item inactive.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark sales order open
Write
Mark a sales order as open.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remind customer
Write
Email the customer a payment reminder for an invoice.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update bill
Write
Change a bill.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update contact
Write
Change a contact.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update estimate
Write
Change a estimate.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update invoice
Write
Change a invoice.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update item
Write
Change a item.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update sales order
Write
Change a sales order.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Void bill
Write
Void a bill.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Void invoice
Write
Void an invoice.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
Void sales order
Write
Void a sales order.
Permissions and limits
Account permissions
A Zoho Books refresh token with the ZohoBooks scopes for these records
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Zoho Books. A saved workflow is not a completed provider action.
Finance ยท CONNECTION
