Connect Zoho Books integrations
Connect 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 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.
This app is supported and maintained by Make.
Build your Zoho Books integrations.
Create custom 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.
Create a new payment.
Creates a sales order for your customer.
Connect any app with Zoho Books
Popular Zoho Books workflows.
Looking to get more out of Zoho Books? With Make you can visually integrate Zoho Books into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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 ->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 ->Send new Zoho Books invoices to Databox
Make will automatically track new invoices being created in Zoho Books and push those updates to your Databox account.
TRY IT ->Send new Zoho Books Customers to Databox
Every time you win over a new customer, Make will automatically push that value to Databox, allowing you to visualize your sales funnel in real time.
TRY IT ->Send new Zoho Books payments by Customers to Databox
When a new payment goes through in your Zoho Books, Make will automatically update the number of new payments in your Databox account.
TRY IT ->Save new Zoho Books invoices to a Google Sheets spreadsheet
Every time a new invoice is created in Zoho Books, Make will automatically add the invoice's data to a new row in your Google Sheets spreadsheet.
TRY IT ->Upload a new invoice from Zoho Books to Google Drive
When a new invoice is created in Zoho Books, the PDF is downloaded and then uploaded to Google Drive.
TRY IT ->
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