Zoho Books
Cloud accounting platform for invoices, bills, expenses, banking, payments, projects, and financial reporting.
Three ways to use Zoho Books
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Zoho Books.
Activate Bank Account
Reactivate a deactivated bank account
Activate Project
Mark a project as active
Add Expense Receipt
Attach a receipt image or PDF to an expense
Add Project Task
Add a task to a project
Apply Credit Note to Invoices
Apply a credit note's balance to one or more invoices
Apply Credits to Bill
Apply vendor credits or excess vendor payments to a bill
Supported triggers
Start a workflow when something happens in Zoho Books.
New Invoice in Zoho Books
Triggers when a new invoice is created in Zoho Books
Get started automating Zoho Books
Ready-to-use workflows
Prompts using Zoho Books
Turn emailed vendor invoices into draft Zoho Books bills
When an invoice lands in your inbox, we read it, match the vendor, and file a draft bill in Zoho Books for someone to approve in Slack.
Raise a Zoho Books invoice the moment a HubSpot deal is won
When a deal moves to closed won in HubSpot, we find or create the customer in Zoho Books, draft the invoice, and tell finance in Slack.
Reconcile Shopify sales against Zoho Books every night
Every night at 11pm we compare the day's Shopify orders with your Zoho Books invoices and payments, and flag only what does not match.
Chase overdue Zoho Books invoices every weekday morning
Every weekday morning we chase your overdue invoices, draft the awkward late ones for your review, and post the AR numbers to Slack.