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Zoho Books
Google Docs

Connect Zoho Books and Google Docs

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

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Create a custom workflow

Integrate Zoho Books with Google Docs 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
Google Docs
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

  • Adds a tab to a Google Docs document.

  • Creates a new Google document by adding the content of HTML format.

  • Creates a copy of an existing template document and replaces any tags e.g. {{name}}, {{email}}. This module also allows users to replace images by new images with URLs.

  • Deletes a document.

  • Downloads a document to a required format.

  • Gets a content of a document.

  • Inserts or appends a new paragraph to an existing document.

  • Inserts a new image with URL to a document. The original size of the image is entered or the image is resized as required by the user. The original image ratio is maintained.

  • Makes all links in a document clickable.

  • Performs an arbitrary authorized API call.

  • Replaces an old text by a new text in a document.

  • Replaces an existing image with a new image with URL in the document. In order to fill the original image's bounds, the new image may be scaled or cropped.

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 Google Docs.

[Keep this private] Email a Retainer Invoice
Emails a retainer invoice to the customer.
Action
Add a Document Tab
Adds a tab to a Google Docs document.
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
Configure Invoice Number Auto Generation
Configures the number auto generation setting of invoices.
Action
Create a Bill
Create a bill received from your vendor.
Action
Create a Contact
Create a contact with given information.
Action
Load more

Support

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.