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Zoho Books
Google Sheets

Connect Zoho Books and Google Sheets

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

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Create a custom workflow

Integrate Zoho Books with Google Sheets 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 Sheets
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

  • Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.

  • Appends a new row to the bottom of the table.

  • Adds a new sheet.

  • Appends multiple rows to the bottom of the table.

  • Updates multiple rows.

  • Clears a specific cell.

  • Clears values from a specific row.

  • Clears a specified range of values from a spreadsheet.

  • Copies a sheet to another spreadsheet.

  • Creates a new spreadsheet.

  • Creates a new spreadsheet from a template sheet.

  • Deletes a conditional format rule at the given index. All subsequent rules' indexes are decremented.

  • Deletes a specific row.

  • Deletes a specific sheet.

  • Gets a specific cell.

  • Performs an arbitrary authorized API call.

  • Returns processed data as a result of the MAKE_FUNCTION or INTEGROMAT function. Sheets Add-On required.

  • Renames a specific sheet.

  • Updates a specific cell.

  • Updates a row.

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 Sheets.

[Keep this private] Email a Retainer Invoice
Emails a retainer invoice to the customer.
Action
Add a Conditional Format Rule
Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.
Action
Add a Receipt to an Expense
Adds a receipt to an expense.
Action
Add a Row
Appends a new row to the bottom of the table.
Action
Add a Sheet
Adds a new sheet.
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 Add Rows (Advanced)
Appends multiple rows to the bottom of the table.
Action
Load more

Popular Zoho Books and Google Sheets workflows

Connect Zoho Books and Google Sheets with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

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.

Save new Zoho Books invoices to a Google Sheets spreadsheet
Use template
App Families

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.

Create Zoho Books vendors from a Google Sheets spreadsheet
Use template
App Families

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.

Create a Revolut Business draft payment from a new Zoho Books bill
Use template

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.