Zoho Books
Use Zoho Books through a saved Integration hub connection. The catalog includes 3 actions, listed below.
What you can do
Section titled “What you can do”Use Zoho Books through a saved Integration hub connection. The catalog includes 3 actions, listed below.
Finance and payments
Authentication: OAuth 2.0 (authorize the provider or enter the details requested by the connection form)
Actions
| Action | Description |
|---|---|
Create invoicecreate_invoice | Creates a new invoice in Zoho Books for the specified customer. |
Get invoiceget_invoice | Retrieves the details of a specific invoice in Zoho Books. |
List customerslist_customers | Retrieves a list of contacts (customers) from Zoho Books. |
How to connect
Section titled “How to connect”Open Integration hub, choose Zoho Books, and create a named connection. If the connection opens the provider’s consent page, sign in and authorize access. If it opens a connection form, fill the requested OAuth details and save. The provider configuration determines which route is used.
For the shared connection process, follow Connect an app.
Use it in a workflow
Section titled “Use it in a workflow”Add an Integration step. Choose the app, saved connection and action, then map the action inputs from your record or workflow data.
The action list comes from the integration catalog. The connection form supplies the provider-specific input fields.
What's next
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