Connect Revolut Business and Zoho Books integrations
Connect Revolut Business and Zoho Books with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Revolut Business and Zoho Books to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new draft payment is found.
Adds an attachment to a bill.
Adds an attachment to an invoice.
Adds an attachment to a sales order.
Create a bill received from your vendor.
Create a contact with given information.
Create a contact person for a contact.
Creates a new credit note.
Create an employee for an expense.
Create an estimate for your customer.
Create a billable or non-billable expense.
Create an invoice for your customer.
Create a new item.
Create a new payment.
Creates a sales order for your customer.
Delete an existing bill. Bills which have payments applied cannot be deleted.
Delete an existing contact.
Delete an existing contact person.
Deletes the selected credit note.
Delete an existing employee.
Delete an existing estimate.
Delete an existing expense.
Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.
Delete a payment made to an invoice.
Delete the item created. Items that are part of transaction cannot be deleted.
Delete an existing payment.
Deletes an existing sales order. Invoiced sales order cannot be deleted.
Download the PDF file of an invoice.
Email an invoice to the customer.
Emails a sales order to the customer.
Get the details of a bill.
Get the details of a contact.
Get the details of a contact person.
Returns the selected credit note.
Get the details of an employee.
Get the details of an estimate.
Get the details of the Expense.
Get the details of an invoice.
Details of an existing item.
Get the details of an existing payment.
Get the details of a sales order.
Performs an arbitrary authorized API call.
Mark a voided invoice as draft.
Mark an inactive item as active.
Mark an active item as inactive.
Marks a draft sales order as open.
Remind your customer about an unpaid invoice by email. Reminder will be sent, only for the invoices which are in open or overdue status.
Update a bill. To delete a line item just remove it from the line_items list.
Update an existing contact. To delete a contact person remove it from the contact_persons list.
Update an existing contact person.
Updates the selected credit note.
Update an existing estimate. To delete a line item just remove it from the line_items list.
Update an existing Expense.
Update an existing invoice.
Update the details of an item.
Update an existing payment.
Updates an existing sales order. To delete a line item just remove it from the line_items list.
Marks an invoice status as void. Upon voiding, the payments and credits associated with the invoices will be unassociated and will be under customer credits.
Marks a sales order as void.
List all bills.
List all contact persons.
List all contacts.
Lists all credit notes.
List all the payments made by your customer.
List employees with pagination.
List all estimates.
List all the Expenses.
Get the list of payments made for an invoice.
List all invoices.
Get the list of all active items.
List all sales orders.
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Build your Revolut Business and Zoho Books integrations.
Create custom Revolut Business and Zoho Books workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an attachment to a bill.
Adds an attachment to a sales order.
Adds an attachment to an invoice.
Create a bill received from your vendor.
Create a contact with given information.
Create a contact person for a contact.
Creates a new credit note.
Creates a draft payment.
Create a new payment.
Popular Revolut Business and Zoho Books workflows.
Looking to get more out of Revolut Business and Zoho Books? With Make you can visually integrate Revolut Business and Zoho Books into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create a Revolut Business draft payment from a new Zoho Books bill
Use this template to create a Revolut Business draft payment when a Zoho Books bill is created. The setup of the template assumes you have your vendor data stored in a Google Sheets sheet. Your sheet has to include these columns: Name of the vendor and payment details. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your sheet needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
TRY IT ->Create Zoho Books vendors from a Google Sheets spreadsheet
Import your list of vendors from a Google Sheets spreadsheet and Make will automatically create a vendor contact in Zoho Books for each row. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1GP9tpQ-R8yKY0BM3Pgs-svt4C7vW0j0LcnqT-ZwumQ0/edit?ts=5e4f0895#gid=0).
TRY IT ->
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Create a purchase order and a Revolut draft payment when Zoho inventory falls below certain level
Use this template to create a purchase order from a Google Docs template, send it over in an Email and create a Revolut Business draft payment when Zoho inventory reaches a certain level. The Make template works with this Google Docs [purchase order template](https://docs.google.com/document/d/1TnppGiTfU1DkIDrm3HS7oOJ0NIv7yTMBC9uiKgmnkEM/edit?usp=sharing). You can create your own Google Docs template - use {{ }} brackets for the text you want to replace with items from Airtable fields (more on that below). The setup of the template assumes you have your supplier data stored in an Airtable table. If you're using above linked Google Docs template your Airtable table has to include these fields: Name of the supplier (First name and Last name if the supplier is an individual), Supplier's email address, Supplier's address (separate fields for Street address, City and Postal Code), Quantity you want to purchase, Zoho Inventory item ID and payment details. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
TRY IT ->Update a Notion database when Revolut Business draft payments are processed
Every time a Revolut Business draft payment is processed, Make will automatically update a Notion database. The template works with the Notion property (the one that gets updated) named 'Processed', of type Checkbox. The template is supposed to be used as an extension in combination with this [template](https://www.Make.com/en/integration/6329-add-revolut-business-draft-payments-to-notion).
TRY IT ->Add Revolut Business draft payments to Notion
Every time a new Revolut Business draft payment is created, Make will automatically add it to Notion as a new database item. You can use it in combination with this [template](https://www.Make.com/en/integration/6330-update-a-notion-database-when-revolut-business-draft-payments-are-processed). It updates the database item once the payment is processed.
TRY IT ->Add Revolut Business draft payments to Microsoft 365 Excel
Every time a new Revolut Business draft payment is created, Make will automatically add it to Microsoft 365 Excel as a new worksheet row. Your Microsoft 365 Excel worksheet has to contain headers (at least 5 to see the template's default settings).
TRY IT ->Get instant Microsoft Teams notifications about new Revolut Business draft payments
Every time a new Revolut Business draft payment is created, Make will automatically send a Microsoft Teams message to a user or a channel.
TRY IT ->Get instant email notifications about new Revolut Business draft payments
Every time a new Revolut Business draft payment is created, Make will automatically send an email message.
TRY IT ->Get instant Slack notifications about new Revolut Business draft payments
Every time a new Revolut Business draft payment is created, Make will automatically send a Slack message to a user or a channel.
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