Zoho Books integrations

Connecting Zoho Books on Make

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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.

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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.

Add an Attachment to a Bill

Adds an attachment to a bill.

Action

Add an Attachment to a Sales Order

Adds an attachment to a sales order.

Action

Add an Attachment to an Invoice

Adds an attachment to an invoice.

Action

Create a Bill

Create a bill received from your vendor.

Action

Create a Contact

Create a contact with given information.

Action

Create a Contact Person

Create a contact person for a contact.

Action

Create a Credit Note

Creates a new credit note.

Action

Create a Payment

Create a new payment.

Action

Create a Sales Order

Creates a sales order for your customer.

Action

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.

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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.

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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. 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.