Add an Attachment to a Bill

Add an Attachment to an Invoice

Add an Attachment to a Sales Order

Create a Bill

Create a Contact

Create a Contact Person

Create a Credit Note

Create an Employee

Create an Estimate

Create a billable or non-billable expense.

Create an Expense

Create an Invoice

Create an Item

Create a Payment

Create a Sales Order

Delete an existing bill. Bills which have payments applied cannot be deleted.

Delete a Bill

Delete a Contact

Delete a Contact Person

Delete a Credit Note

Delete an Employee

Delete an Estimate

Delete an Expense

Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.

Delete an Invoice

Delete an Invoice Payment

Delete the item created. Items that are part of transaction cannot be deleted.

Delete an Item

Delete a Payment

Deletes an existing sales order. Invoiced sales order cannot be deleted.

Delete a Sales Order

Download an Invoice

Email an Invoice

Email a Sales Order

Get a Bill

Get a Contact

Get a Contact Person

Get a Credit Note

Get an Employee

Get an Estimate

Get an Expense

Get an invoice

Get an Item

Get a Payment

Get a Sales Order

Performs an arbitrary authorized API call.

Make an API Call

Mark an Invoice as Draft

Mark an Item as Active

Mark an Item as Inactive

Mark a 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.

Remind Customer about an Unpaid Invoice

Update a bill. To delete a line item just remove it from the line_items list.

Update a Bill

Update an existing contact. To delete a contact person remove it from the contact_persons list.

Update a Contact

Update a Contact Person

Update a Credit Note

Update an existing estimate. To delete a line item just remove it from the line_items list.

Update an Estimate

Update an Expense

Update an Invoice

Update an Item

Update a Payment

Updates an existing sales order. To delete a line item just remove it from the line_items list.

Update a Sales Order

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.

Void an Invoice

Void a Sales Order

Commerce

App Families

Create your customized scenario with Make. Automate repetitive tasks involved in using Zoho Books and make your work easier.

Zoho Books

List Bills

List Contact Persons

List Contacts

List Credit Notes

List all the payments made by your customer.

List Customer Payments

List Employees

List Estimates

List Expenses

Get the list of payments made for an invoice.

List Invoice Payments

List Invoices

List Items

List Sales Orders

QuickBooks

Wave

Xero

Fakturoid

Zoho Invoice

lexoffice

Invoice Ninja

ServiceM8

FreeFinance

Chargebee

bexio

Superfaktura

FreshBooks

Gumroad

Moneybird

elopage

QuickFile

Digistore24

Alegra

FreeAgent

E-conomic

iDoklad

GetMyInvoices

KashFlow

Syncro

Dext

Vyfakturuj.cz

Invoiced

Quaderno

PowerOffice

Fireberry

Sage Business Cloud Accounting

RepairShopr

Ronin

Clientary

ChargeOver

Zistemo

Invoicing & Accounting

Zoho CRM

Zoho Inventory

Zoho Mail

Zoho Sign

Zoho Desk

Zoho Campaigns

Bigin by Zoho CRM

Zoho Recruit

Zoho Sheet

Zoho Creator

Zoho Projects

Zoho Writer

Zoho People

Zoho

Watch Bill

Watch Customers

Watch Estimates

Watch Expenses

Watch Invoices

Watch Items

Watch Payments

Triggers when a purchase order is created.

Watch Purchase Orders

Watch Sales Oders

Watch Vendors

Get a Form

Returns the information that the user filled in, in the lead generation form. Use this action after the New Lead trigger.


Get Lead Details

The action unsubscribes a selected page from the connection to Make.

Unsubscribe a Webhook 

Marketing

CRM/Sales

Create your customized scenario with Make. Automate repetitive tasks involved in using Facebook Lead Ads and make your work easier.

Facebook Lead Ads

List Leads

Facebook Insights

Facebook Offline Conversions

LinkedIn Lead Gen Forms

Facebook Conversions API

Facebook Custom Audiences

Google Ads Campaign Management

Google Ads Lead Forms

Google Ads Conversions

LinkedIn Matched Audiences (BETA)

LinkedIn Matched Audiences

LinkedIn Offline Conversions (BETA)

LinkedIn Offline Conversions

AdRoll

Facebook Ads Campaign Management

Facebook Catalogs

Facebook Conversion Leads

Google Ads Customer Match

Google Shopping

Ads, Conversions & Audiences

Facebook Pages

Facebook Groups

Instagram

Facebook

Instagram for Business

WhatsApp Business Cloud

Facebook Messenger

Dux-Soup

Hunter

Outgrow

Happierleads

Obras Online

Leady

Lead Generation

New Lead

Watch Leads

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