Zoho Books

Automate Zoho Books accounting. Agents manage contacts, invoices, estimates, bills, expenses, and payments, run the order-to-cash and procure-to-pay cycle, and react to accounting events in real time.

13 triggers 65 actions available

A parsed vendor invoice arrives from a document processor

Agent reads the vendor, amount, line items, and due date

Agent confirms the vendor exists and the bill is not a duplicate

Agent records the bill in Zoho Books with Create Bill

Finance channel is flagged that a payable needs approval

A bill above a threshold routes to a controller before it is approved

What This Integration Enables

An agent can automate invoice, estimate, and recurring-billing creation when orders or milestones complete, sync customers, vendors, and items with other systems, and record customer and vendor payments to reconcile outstanding balances. It captures vendor bills and expenses from parsed documents or receipts and runs the full order-to-cash and procure-to-pay lifecycle, from sales and purchase orders to invoices and bills. Thirteen triggers, nine realtime webhooks and four polling fallbacks, make Zoho Books a system that starts flows: invoice created, updated, and deleted; payment created; contact created and updated; estimate accepted; bill created and paid. An agent can react the moment money moves, which is what lets finance shift from keying transactions to resolving the ones that need judgment.

Without FlowRunner

Payables keyed by hand Someone reads each vendor invoice and types it into the books

Payments reconciled late Customer and vendor payments are matched to invoices in batches

Events noticed on login A new invoice or payment is discovered when someone opens Zoho Books

With FlowRunner

Payables captured automatically The agent records the bill the moment a parsed invoice arrives

Payments reconciled on arrival Record Customer Payment applies each payment against the matching invoice

Events start flows Realtime and polling triggers react the moment accounting data changes

Use Case Scenarios

Reconcile a Stripe Payment

When [Stripe](/integrations/stripe) Create Charge processes a payment, the agent calls Record Customer Payment to apply it against the matching invoice, keeping accounts receivable reconciled. The payment lands in the books the moment it clears, not at the next reconciliation pass.

Capture a Vendor Bill for Approval

When a [Parseur](/integrations/parseur) trigger emits a parsed vendor invoice, the agent calls Create Bill to record the payable, then flags it for approval through [Slack](/integrations/slack) Send Message To Channel. The controller sees a clean, structured payable instead of an inbox attachment to transcribe.

Log a New Invoice

When the On Invoice Created (Realtime) trigger fires, the agent emails the customer through [Gmail](/integrations/gmail-service) Send Message and logs the invoice in a revenue tracker with [Google Sheets](/integrations/google-sheets) Add Row. For bills above a set amount, the agent holds approval and routes the payable to a controller first.

Human-in-Loop Highlight

In accounting, the exception is the work, and the exception that matters most is money leaving on a large payable. When the agent captures a bill above a threshold you set, it does not mark it approved on its own. It treats the approval as a [human-in-the-loop](/concepts/human-in-the-loop/) step: it pauses, presents the vendor, the amount, the line items, and the matching purchase order if there is one, and routes the decision to a controller through Slack or email. The controller approves, and the agent marks the bill open and moves it toward payment. The controller holds, and nothing advances. Small, routine bills flow through; the ones that move real money get a person, with the approver and timestamp on the record.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

65 actions

Contacts

Create Contact Creates a new customer or vendor contact in Zoho Books. Supports primary contact details, billing address, shipping address, and tax-relevant fields.
Get Contact Retrieves the full details of a single contact in Zoho Books, including contact persons, addresses, and balance information.
Update Contact Updates an existing Zoho Books contact. Provide a fields object containing any subset of contact properties to merge into the existing record (for example contact_name, company_name, billing_address, etc.).
Delete Contact Deletes a contact from Zoho Books. Contacts that have transactions associated with them cannot be deleted; consider archiving instead.
List Contacts Retrieves a paginated list of contacts from Zoho Books with optional search and contact-type filters. Returns the full contact records for downstream processing.

Invoices

Create Invoice Creates a new invoice in Zoho Books for a customer. Line items can reference Zoho Books items by item_id or specify name and rate inline. Supports invoice date, due date, notes, and terms.
Get Invoice Retrieves the complete details of a single invoice including line items, totals, customer information, and current status.
Update Invoice Updates an existing invoice in Zoho Books. Pass any subset of invoice fields (line_items, due_date, notes, etc.); the provided fields are merged into the existing invoice.
Delete Invoice Permanently deletes an invoice from Zoho Books. Use with caution; sent or paid invoices may not be deletable depending on organization settings.
Mark Invoice Sent Transitions an invoice from draft to sent status without actually emailing it. Useful when invoices are delivered through other channels but still need to be marked as outstanding.
Void Invoice Voids an invoice in Zoho Books. Voided invoices remain in the system for auditing but no longer count against the customer's outstanding balance.
Email Invoice Emails an invoice to one or more recipients with optional CC, custom subject, and body. Useful for triggering ad-hoc invoice deliveries from automated workflows.
List Invoices Retrieves a paginated list of invoices with optional status and customer filters. Returns the full invoice records including totals and balances.
Submit Invoice Submits an invoice for approval (when invoice approval workflow is enabled in Zoho Books).
Approve Invoice Approves an invoice that was submitted for approval.
Write Off Invoice Writes off the outstanding balance of an invoice. Useful for marking uncollectible invoices.

Estimates

Create Estimate Creates a new estimate (quote) for a customer with line items, dates, and optional notes and terms.
Get Estimate Retrieves the full details of a single estimate including line items, totals, and current status.
Update Estimate Updates an existing estimate by merging the provided fields into the existing record.
Delete Estimate Permanently deletes an estimate from Zoho Books.
Mark Estimate Accepted Marks an estimate as accepted by the customer, useful for tracking conversions in sales workflows.
Mark Estimate Declined Marks an estimate as declined by the customer for accurate sales pipeline reporting.
Convert Estimate To Invoice Converts an accepted estimate into a new invoice in Zoho Books, copying the line items and customer details so billing can proceed.

Customer Payments

Record Customer Payment Records a payment received from a customer and applies it to an invoice. Supports specifying the payment mode (cash, bank transfer, credit card, etc.) and a reference number.
Get Customer Payment Retrieves a single customer payment by ID, including the invoices it was applied to and remaining unused amounts.
Delete Customer Payment Deletes a customer payment, restoring the related invoice balances.

Bills

Create Bill Creates a new vendor bill in Zoho Books, capturing line items, dates, and an optional bill number for reconciliation.
Get Bill Retrieves a single bill by ID with full line item details, totals, and payment status.
Update Bill Updates an existing bill by merging the supplied fields into the existing record.
Delete Bill Permanently deletes a vendor bill from Zoho Books.
Mark Bill Open Transitions a bill from draft to open, making it visible in payable reports and ready for vendor payments to be applied.
Mark Bill Void Voids a bill in Zoho Books. Voided bills remain in the system for auditing but no longer affect outstanding payables.

Vendor Payments

Record Vendor Payment Records a payment made to a vendor and applies it to an outstanding bill. Supports payment mode and date specification.

Expenses

Create Expense Records an expense transaction in Zoho Books. Requires a GL expense account and the account the funds were paid from. Optionally associate with a vendor and a billable customer.
Get Expense Retrieves a single expense record by ID with the full detail set including the source account and any billable customer.
Update Expense Updates an existing expense by merging the supplied fields into the existing record.
Delete Expense Permanently deletes an expense from Zoho Books.
List Expenses Retrieves a paginated list of expenses with optional filters. Useful for syncing expense data into reporting or reimbursement workflows.

Items

Create Item Creates a new product or service item in Zoho Books. Items are reusable line entries used by invoices, estimates, and bills.
Get Item Retrieves a single item by ID with full configuration including rate, accounts, and tax settings.
Update Item Updates an existing item by merging the provided fields into the existing record.
Delete Item Permanently deletes an item from Zoho Books. Items currently used in transactions cannot be deleted.

Sales Orders

Create Sales Order Creates a new sales order in Zoho Books for tracking customer commitments before invoicing.
Get Sales Order Retrieves a single sales order by ID with line items, totals, and current status.
Update Sales Order Updates an existing sales order by merging the provided fields into the existing record.
Delete Sales Order Permanently deletes a sales order from Zoho Books.
Mark Sales Order Open Transitions a sales order from draft to open.
Mark Sales Order Void Voids a sales order.

Purchase Orders

Create Purchase Order Creates a new purchase order in Zoho Books for tracking commitments to a vendor before the bill arrives.
Get Purchase Order Retrieves a single purchase order by ID with line items, totals, and status.
Update Purchase Order Updates an existing purchase order by merging the provided fields into the existing record.
Delete Purchase Order Permanently deletes a purchase order from Zoho Books.
Mark Purchase Order Issued Transitions a purchase order from draft to issued.
Mark Purchase Order Cancelled Cancels an issued purchase order.

Credit Notes

Create Credit Note Creates a customer credit note in Zoho Books with line items. Credit notes can later be applied to invoices or refunded.
Get Credit Note Retrieves a credit note by ID.
Update Credit Note Updates an existing credit note by merging fields into the existing record.
Delete Credit Note Permanently deletes a credit note.
Apply Credit Note To Invoices Applies all or part of a credit note to one or more invoices.

Recurring Invoices

Create Recurring Invoice Creates a recurring invoice schedule that automatically generates invoices on a defined cadence.
Get Recurring Invoice Retrieves a recurring invoice by ID.
Update Recurring Invoice Updates a recurring invoice by merging fields into the existing record.
Delete Recurring Invoice Permanently deletes a recurring invoice schedule.
Activate Recurring Invoice Activates a recurring invoice so it begins generating invoices on schedule.
Stop Recurring Invoice Stops a recurring invoice so it no longer generates new invoices.

Triggers

13 triggers

Event Triggers

On Invoice Created (Realtime) Fires in real time via webhook when an invoice is created in Zoho Books. Starts a flow to email the customer or log the sale.
On Invoice Updated (Realtime) Fires in real time via webhook when an invoice is updated in Zoho Books. Starts a flow to sync the change downstream.
On Invoice Deleted (Realtime) Fires in real time via webhook when an invoice is deleted in Zoho Books. Starts a flow to reconcile the deletion.
On Payment Created (Realtime) Fires in real time via webhook when a customer payment is recorded in Zoho Books. Starts a flow to reconcile receivables.
On Contact Created (Realtime) Fires in real time via webhook when a contact is created in Zoho Books. Starts a flow to sync the customer or vendor.
On Contact Updated (Realtime) Fires in real time via webhook when a contact is updated in Zoho Books. Starts a flow to propagate the change.
On Estimate Accepted (Realtime) Fires in real time via webhook when an estimate is accepted in Zoho Books. Starts a flow to convert it to an invoice or notify the team.
On Bill Created (Realtime) Fires in real time via webhook when a bill is created in Zoho Books. Starts a flow to route the payable for approval.
On Bill Paid (Realtime) Fires in real time via webhook when a bill is paid in Zoho Books. Starts a flow to reconcile payables.
On New Or Updated Invoice (Polling) Polls Zoho Books for new or updated invoices on a schedule. Starts a flow when an invoice appears or changes, as a fallback to the realtime webhook.
On New Or Updated Contact (Polling) Polls Zoho Books for new or updated contacts on a schedule. Starts a flow when a customer or vendor record appears or changes.
On New Or Updated Customer Payment (Polling) Polls Zoho Books for new or updated customer payments on a schedule. Starts a flow to reconcile receivables.
On New Or Updated Bill (Polling) Polls Zoho Books for new or updated bills on a schedule. Starts a flow to route or reconcile payables.

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