ZOHO Books integration
Zoho Books is an easy-to-use, online accounting software designed for small businesses to manage their finances and stay on top of their cash flow.
Zoho Books is an easy-to-use, online accounting software designed for small businesses to manage their finances and stay on top of their cash flow.
Easy connect ZOHO Books with other services: CRM, webinars, email campaigns, calls, chat bots, Google Sheets, and other 150+ services
Easy integrate ZOHO Books and connect realtime online data sync with other services: Pipedrive, WebinarJam, GetResponse, Google Sheets, SMS or voice calls, messengers and many more.
It is much easier to configure ZOHO Books's connection to other services using ready-made script templates. You can also create a new custom workflow using our visual constructor.
Make an account active
Create a bank account or a credit card account for your organization
Make an account inactive
Delete the statement that was previously imported
Delete the bank account
Get a detailed look of the account specified
Get the details of previously imported statement for the account
List all bank and credit card accounts for your organization
Modify the account that was created
Fetch all the rules created for a specified bank or credit card account ID
Create a rule and apply it on deposit/withdrawal for bank accounts and on refund/charges for credit card accounts
Delete a rule from your account and make it no longer applicable on the transactions
Get details of a specific bank rule
Make changes to the rule, add or modify it and update
Categorize an uncategorized transaction
Categorize an uncategorized transaction as Customer Payment
Categorize an Uncategorized transaction as expense
Categorize an uncategorized transaction as a refund from a vendor credit
Categorizing bank transactions as Vendor Payment Refund
Categorize transaction as customer payment
Categorize transaction as customer payment refund
Create a bank transaction based on the allowed transaction types
Delete a bank transaction based on the allowed transaction types
Exclude a transaction from your bank or credit card account
Fetch the details of a transaction by specifying the transaction id
Get all the transaction details involved in an account
Provide criteria to search for matching uncategorised transactions. The list of transactions can also include invoices/bills/credit-notes which will not be matched directly. Instead, a new (payment/refund) transaction is recorded and matched
Match transaction
Restore an excluded transaction in your account
Revert a categorized transaction as uncategorized
Unmatch transaction
Update a bank transaction based on the allowed transaction types
Create Base-Currency-Adjustment
Delete Base-Currency-Adjustment
Get Base-Currency-Adjustment
Get Base-Currency-Adjustment list
Get list of accounts having transaction with effect to the given exchange rate
Change status of Chart-Of-Accounts
Creates an account with the given account type
Deletes the given account. Accounts associated in any transaction/products could not be deleted
Get list all chart of accounts
Get list all involved transactions for the given account
Gets the details of an account
Updates the account information
Create contact with selected parameters
Delete contact from zoho book
Disable automated payment reminders for a contact
Enable contact portal access for contact selected by identity
Enable automated payment reminders for a contact
Get contact by identity
Get recent activities of a contact
Get list the refund history of a contact
Get many contacts from zoho book
Get list of currencies configured
Get the statement mail content
Mark contact as active in zoho book
Mark contact as inactive in zoho book
Send email statement to contacts
Send email to contacts
Track a contact for 1099 reporting: (Note: This API is only available when the organization's country is U.S.A)
Use this API to stop tracking payments to a vendor for 1099 reporting. (Note: This API is only available when the organization's country is U.S.A)
Update contact details
Create contact-person
Delete contact-person
Get contact contact-persons list
Get contact-person details
Mark contact-person as primary
Update contact-person details
Create a currency for transaction
Delete currency
Get currency
Get currency exchange rates list
Update the details of a currency
Create currency exchange rate
Delete currency exchange rate
Get currency exchange rates
Update currency exchange rate
Add a comment for an estimate
Change estimates status
Create an estimate for your customer
Delete an estimate comment
Delete an existing estimate
Get the details of an estimate
Get all estimates with pagination
Get the complete history and comments of an estimate
Update an existing comment of an estimate
Update an estimate for your customer
Change item status
Create item
Delete item
Get item
Update item
Create journal
Delete journal
Get journal
Get journals list
Update journal
Create opening balance
Delete opening balance
Get opening balance
Update opening balance
Activate or deactivate project
Add comments to a project
Assign user to project
Clone project
Create project
Delete project
Deleting a comment
Get comments for a project
Get details of a user in project
Get invoices list created for this project
Get list of users associated with a project
Get projects list
Get the details of a project
Invite user to project
Remove user from project
Update details of a user in project
Update project
Add a comment for a sales order
Change sales order status
Create sales order
Delete a sales order comment
Delete sales order
Get many sales orders
Get existing sales order
Get the complete history and comments of sales order
Get sales order templates
Update existing comment of a sales order
Update sales order
Update sales order template
Add attachment to a sales order
Delete the file attached to the sales order
Returns the file attached to the sales order
Add task to a project
Delete a task added to a project
Get list of tasks added to a project
Get the details of a task
Update a task added to a project
Create tax group
Create tax item
Delete tax group
Delete tax item
Get tax group
Get tax item
Get taxes list
Update tax group
Update tax item
Create a tax authority. This method available only in US and CA Edition
Delete tax authority. This method available only in US and CA Edition
Get a tax authority. This method available only in US and CA Edition
Get many tax authorities. This method available only in US and CA Edition
Update a tax authority. This method available only in US and CA Edition
Create tax exemption. This method available only in US Edition
Delete tax exemption. This method available only in US Edition
Get many tax exemptions. This method available only in US Edition
Get tax exemption. This method available only in US Edition
Update tax exemption. This method available only in US Edition
Deleting a logged time entry
Get current running timer
Get details of a time entry
Logging time entries
Chnage status of timer
Update logged time entry
Delete a logged time entries
Get a logged time entries list
Create user
Delete user
Get many users
Get the details of a user
Get user status
Update user details
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