Zoho Books and Salesflare

Accounting Zoho go.zoho.com ↗

How to connect Zoho Books

Via Zapier — 11 operations available. Set it up ↗
Via Make — 89 modules available. Set it up ↗

What you can automate

When new Customer in Zoho Books, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Estimate in Zoho Books, create opportunity in Salesflare.
When new Sales Invoice in Zoho Books, create opportunity, then find or create contact in Salesflare.
When new Opportunity in Salesflare, create Estimate in Zoho Books.

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Zoho Books operations on Zapier

Triggers (5)

Start a workflow when this happens

New Customer — Triggers when a new customer is created.
New Estimate — Triggers when a new estimate is created.
New Expense — Triggers when an expense is created.
New Item — Triggers when a new item is created.
New Sales Invoice — Triggers when a new sales invoice is created.

Actions (5)

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Create Customer — Creates a new customer.
Create Estimate — Creates a new estimate.
Create Item — Creates a new item.
Create Sales Invoice — Creates a new sales invoice.

Searches (1)

Look up existing records

Find Invoice — Finds an existing Invoice.

Zoho Books operations on Make

Triggers (10)

Start a workflow when this happens

Watch Bill — Watch for bill.
Watch Customers — Watch for customer.
Watch Estimates — Watch for estimate.
Watch Expenses — Watch for expense.
Watch Invoices — Watch for Invoice.

Show 5 more triggers

Watch Items — Watch for item.
Watch Payments — Watch for customer payment.
Watch Purchase Orders — Triggers when a purchase order is created.
Watch Sales Oders — Triggers by a sales order workflow.
Watch Vendors — Triggers by a vendor workflow.

Actions (66)

Things Salesflare can make it do

Add a Receipt to an Expense — Adds a receipt to an expense.
Add an Attachment to a Bill — Adds an attachment to a bill.
Add an Attachment to a Sales Order — Adds an attachment to a sales order.
Add an Attachment to an Invoice — Adds an attachment to an invoice.
Configure Invoice Number Auto Generation — Configures the number auto generation setting of invoices.

Show 61 more actions

Create a Bill — Create a bill received from your vendor.
Create a Contact — Create a contact with given information.
Create a Contact Person — Create a contact person for a contact.
Create a Credit Note — Creates a new credit note.
Create a Payment — Create a new payment.
Create a Retainer Invoice — Creates a new retainer invoice.
Create a Sales Order — Creates a sales order for your customer.
Create an Employee — Create an employee for an expense.
Create an Estimate — Create an estimate for your customer.
Create an Expense — Create a billable or non-billable expense.
Create an Invoice — Create an invoice for your customer.
Create an Item — Create a new item.
Delete a Bill — Delete an existing bill. Bills which have payments applied cannot be deleted.
Delete a Contact — Delete an existing contact.
Delete a Contact Person — Delete an existing contact person.
Delete a Credit Note — Deletes the selected credit note.
Delete a Payment — Delete an existing payment.
Delete a Retainer Invoice — Deletes an existing retainer invoice.
Delete a Sales Order — Deletes an existing sales order. Invoiced sales order cannot be deleted.
Delete an Employee — Delete an existing employee.
Delete an Estimate — Delete an existing estimate.
Delete an Expense — Delete an existing expense.
Delete an Invoice — Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.
Delete an Invoice Payment — Delete a payment made to an invoice.
Delete an Item — Delete the item created. Items that are part of transaction cannot be deleted.
Download an Invoice — Download the PDF file of an invoice.
Email a Sales Order — Emails a sales order to the customer.
Email an Invoice — Email an invoice to the customer.
Get a Bill — Get the details of a bill.
Get a Contact — Get the details of a contact.
Get a Contact Person — Get the details of a contact person.
Get a Credit Note — Returns the selected credit note.
Get a Payment — Get the details of an existing payment.
Get a Retainer Invoice — Get the details of a retainer invoice.
Get a Sales Order — Get the details of a sales order.
Get an Employee — Get the details of an employee.
Get an Estimate — Get the details of an estimate.
Get an Expense — Get the details of the Expense.
Get an Item — Details of an existing item.
Get an invoice — Get the details of an invoice.
Make an API Call — Performs an arbitrary authorized API call.
Mark a Sales Order as Open — Marks a draft sales order as open.
Mark an Invoice as Draft — Mark a voided invoice as draft.
Mark an Item as Active — Mark an inactive item as active.
Mark an Item as Inactive — Mark an active item as inactive.
Remind Customer about an Unpaid Invoice — Remind your customer about an unpaid invoice by email. Reminder will be sent, only for the invoices which are in open or overdue status.
Update a Bill — Update a bill. To delete a line item just remove it from the line_items list.
Update a Contact — Update an existing contact. To delete a contact person remove it from the contact_persons list.
Update a Contact Person — Update an existing contact person.
Update a Credit Note — Updates the selected credit note.
Update a Payment — Update an existing payment.
Update a Retainer Invoice — Updates an existing retainer invoice.
Update a Sales Order — Updates an existing sales order. To delete a line item just remove it from the line_items list.
Update an Estimate — Update an existing estimate. To delete a line item just remove it from the line_items list.
Update an Expense — Update an existing Expense.
Update an Invoice — Update an existing invoice.
Update an Item — Update the details of an item.
Void a Retainer Invoice — Marks an invoice status as void. Upon voiding, the payments and credits associated with the retainer invoices will be unassociated and will be under customer credits.
Void a Sales Order — Marks a sales order as void.
Void an Invoice — Marks an invoice status as void. Upon voiding, the payments and credits associated with the invoices will be unassociated and will be under customer credits.
[Keep this private] Email a Retainer Invoice — Emails a retainer invoice to the customer.