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Zoho Books
Airtable

Connect Zoho Books and Airtable

Explore ready-made Zoho Books and Airtable templates and start automating in minutes.

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Create a custom workflow

Integrate Zoho Books with Airtable and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Zoho Books
Trigger: Watch Bill
Airtable
Action: Select an action
1. Select a trigger

  • Watch for bill.

  • Watch for customer.

  • Watch for estimate.

  • Watch for expense.

  • Watch for Invoice.

  • Watch for item.

  • Watch for customer payment.

  • Triggers when a purchase order is created.

  • Triggers by a sales order workflow.

  • Triggers by a vendor workflow.

2. Select an action

  • Deletes multiple records.

  • Creates a new base.

  • Creates a new comment.

  • Creates a new field in an existing table.

  • Creates a new record in Airtable.

  • Creates a record with mapped fields.

  • Creates a new table.

  • Deletes an existing comment. This action cannot be undone.

  • Deletes a record by its ID.

  • Retrieves a single record by its ID.

  • Returns the base schema.

  • Performs an arbitrary authorized API call.

  • Updates an existing comment.

  • Updates the name and/or description of a field.

  • Updates a record by its ID.

  • Updates a record with mapped fields.

  • Updates the name, description, and/or date dependency settings of a table.

  • Uploads an attachment into an attachment field. Only allows files up to 5 MB.

  • Creates new or updates an existing record.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Zoho Books and Airtable.

[Keep this private] Email a Retainer Invoice
Emails a retainer invoice to the customer.
Action
Add a Receipt to an Expense
Adds a receipt to an expense.
Action
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
Bulk create records (advanced)
Сreates multiple records.
Search
Bulk delete records (advanced)
Deletes multiple records.
Action
Bulk update records (advanced)
Updates multiple existing records.
Search
Bulk upsert records (advanced)
Upserts multiple records.
Search
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.