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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.

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ZOHO Books's triggers and actions

  • No triggers available for this connector

Bank accounts

Activate account

Make an account active

Create a bank account

Create a bank account or a credit card account for your organization

Deactivate account

Make an account inactive

Delete last imported statement

Delete the statement that was previously imported

Delete the bank account

Delete the bank account

Get account details

Get a detailed look of the account specified

Get last imported statement

Get the details of previously imported statement for the account

List view of accounts

List all bank and credit card accounts for your organization

Update bank account

Modify the account that was created

Bank rule

Get bank rules list

Fetch all the rules created for a specified bank or credit card account ID

Bank rules

Create bank rule

Create a rule and apply it on deposit/withdrawal for bank accounts and on refund/charges for credit card accounts

Delete bank rule

Delete a rule from your account and make it no longer applicable on the transactions

Get details of a specific bank rule

Get details of a specific bank rule

Update bank rule

Make changes to the rule, add or modify it and update

Bank transaction

Categorize an uncategorized transaction

Categorize an uncategorized transaction

Categorize an uncategorized transaction as Customer Payment

Categorize an uncategorized transaction as Customer Payment

Categorize an Uncategorized transaction as expense

Categorize an Uncategorized transaction as expense

Categorize as vendor credit refunds

Categorize an uncategorized transaction as a refund from a vendor credit

Categorize as Vendor Payment refund

Categorizing bank transactions as Vendor Payment Refund

Categorize transaction as customer payment

Categorize transaction as customer payment

Categorize transaction as customer payment refund

Categorize transaction as customer payment refund

Create a bank transaction

Create a bank transaction based on the allowed transaction types

Delete a bank transaction

Delete a bank transaction based on the allowed transaction types

Exclude a transaction

Exclude a transaction from your bank or credit card account

Get bank transaction

Fetch the details of a transaction by specifying the transaction id

Get many bank transactions

Get all the transaction details involved in an account

Get matching transactions

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

Match transaction

Restore a transaction

Restore an excluded transaction in your account

Uncategorize a categorized transaction

Revert a categorized transaction as uncategorized

Unmatch transaction

Unmatch transaction

Update a bank transaction

Update a bank transaction based on the allowed transaction types

Base-Currency-Adjustment

Create Base-Currency-Adjustment

Create Base-Currency-Adjustment

Delete Base-Currency-Adjustment

Delete Base-Currency-Adjustment

Get Base-Currency-Adjustment

Get Base-Currency-Adjustment

Get Base-Currency-Adjustment list

Get Base-Currency-Adjustment list

Get list of accounts having transaction with effect to the given exchange rate

Get list of accounts having transaction with effect to the given exchange rate

Chart-Of-Accounts

Change status of Chart-Of-Accounts

Change status of Chart-Of-Accounts

Create an account

Creates an account with the given account type

Delete account

Deletes the given account. Accounts associated in any transaction/products could not be deleted

Get list all chart of accounts

Get list all chart of accounts

Get list all involved transactions for the given account

Get list all involved transactions for the given account

Gets the details of an account

Gets the details of an account

Updates the account information

Updates the account information

Contact

Create contact

Create contact with selected parameters

Delete contact

Delete contact from zoho book

Disable payment reminder

Disable automated payment reminders for a contact

Enable contact portal access

Enable contact portal access for contact selected by identity

Enable payment reminder

Enable automated payment reminders for a contact

Get contact

Get contact by identity

Get contact comments

Get recent activities of a contact

Get list the refund history of a contact

Get list the refund history of a contact

Get many contacts

Get many contacts from zoho book

Get many currencies

Get list of currencies configured

Get statement mail content

Get the statement mail content

Mark contact as active

Mark contact as active in zoho book

Mark contact as inactive

Mark contact as inactive in zoho book

Send email statement

Send email statement to contacts

Send emails

Send email to contacts

Track contact for 1099 reporting

Track a contact for 1099 reporting: (Note: This API is only available when the organization's country is U.S.A)

Untrack contact for 1099 reporting

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

Update contact details

Contact-Persons

Create contact-person

Create contact-person

Delete contact-person

Delete contact-person

Get contact contact-persons

Get contact contact-persons list

Get contact-person

Get contact-person details

Mark contact-person as primary

Mark contact-person as primary

Update contact-person details

Update contact-person details

Currency

Create currency

Create a currency for transaction

Delete currency

Delete currency

Get currency

Get currency

Get currency exchange rates list

Get currency exchange rates list

Update currency

Update the details of a currency

Currency exchange rate

Create currency exchange rate

Create currency exchange rate

Delete currency exchange rate

Delete currency exchange rate

Get currency exchange rates

Get currency exchange rates

Update currency exchange rate

Update currency exchange rate

Estimate

Add a comment for an estimate

Add a comment for an estimate

Change estimates status

Change estimates status

Create estimate

Create an estimate for your customer

Delete an estimate comment

Delete an estimate comment

Delete an existing estimate

Delete an existing estimate

Get estimate

Get the details of an estimate

Get estimates list

Get all estimates with pagination

Get the complete history and comments of an estimate

Get the complete history and comments of an estimate

Update an existing comment of an estimate

Update an existing comment of an estimate

Update estimate

Update an estimate for your customer

Item

Change item status

Change item status

Create item

Create item

Delete item

Delete item

Get item

Get item

Update item

Update item

Journal

Create journal

Create journal

Delete journal

Delete journal

Get journal

Get journal

Get journals list

Get journals list

Update journal

Update journal

Opening balance

Create opening balance

Create opening balance

Delete opening balance

Delete opening balance

Get opening balance

Get opening balance

Update opening balance

Update opening balance

Projects

Activate or deactivate project

Activate or deactivate project

Add comments

Add comments to a project

Assign user to project

Assign user to project

Clone project

Clone project

Create project

Create project

Delete project

Delete project

Deleting a comment

Deleting a comment

Get comments

Get comments for a project

Get details of a user in project

Get details of a user in project

Get invoices list created for this project

Get invoices list created for this project

Get list of users associated with a project

Get list of users associated with a project

Get projects list

Get projects list

Get the details of a project

Get the details of a project

Invite user to project

Invite user to project

Remove user from project

Remove user from project

Update details of a user in project

Update details of a user in project

Update project

Update project

Sales order

Add comment

Add a comment for a sales order

Change sales order status

Change sales order status

Create sales order

Create sales order

Delete comment

Delete a sales order comment

Delete sales order

Delete sales order

Get many sales orders

Get many sales orders

Get sales order

Get existing sales order

Get sales order comments

Get the complete history and comments of sales order

Get sales order templates

Get sales order templates

Update comment

Update existing comment of a sales order

Update sales order

Update sales order

Update sales order template

Update sales order template

Sales orders

Add attachment to a sales order

Add attachment to a sales order

Delete the file attached to the sales order

Delete the file attached to the sales order

Get attachments

Returns the file attached to the sales order

Tasks

Add task to a project

Add task to a project

Delete a task added to a project

Delete a task added to a project

Get list of tasks added to a project

Get list of tasks added to a project

Get the details of a task

Get the details of a task

Update a task added to a project

Update a task added to a project

Tax

Create tax group

Create tax group

Create tax item

Create tax item

Delete tax group

Delete tax group

Delete tax item

Delete tax item

Get tax group

Get tax group

Get tax item

Get tax item

Get taxes list

Get taxes list

Update tax group

Update tax group

Update tax item

Update tax item

Tax authority

Create a tax authority

Create a tax authority. This method available only in US and CA Edition

Delete tax authority

Delete tax authority. This method available only in US and CA Edition

Get a tax authority

Get a tax authority. This method available only in US and CA Edition

Get many tax authorities

Get many tax authorities. This method available only in US and CA Edition

Update a tax authority

Update a tax authority. This method available only in US and CA Edition

Tax exemption

Create tax exemption

Create tax exemption. This method available only in US Edition

Delete tax exemption

Delete tax exemption. This method available only in US Edition

Get many tax exemptions

Get many tax exemptions. This method available only in US Edition

Get tax exemption

Get tax exemption. This method available only in US Edition

Update tax exemption

Update tax exemption. This method available only in US Edition

Time entries

Deleting a logged time entry

Deleting a logged time entry

Get current running timer

Get current running timer

Get details of a time entry

Get details of a time entry

Logging time entries

Logging time entries

Start or stop timer

Chnage status of timer

Update logged time entry

Update logged time entry

Time entries list

Delete a logged time entries

Delete a logged time entries

Get a logged time entries list

Get a logged time entries list

Users

Create user

Create user

Delete user

Delete user

Get many users

Get many users

Get user

Get the details of a user

Get user status

Get user status

Update user

Update user details

 

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