Zoho Books
Cloud accounting platform for invoices, bills, expenses, banking, payments, projects, and financial reporting.
Three ways to use Zoho Books
Ask your specialist
Pull data, take actions, or answer questions with this integration, right 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 a Bank Account for Invoice Online Payments (Invoices)
Associate a bank account with an invoice to receive online payments.
Add a Bank Account to a Contact
Add a bank account for a contact to enable automatic payment collection through ACH or bank transfer.
Add a Card to a Contact
Add a credit or debit card for a contact to enable automatic payment collection.
Add a Comment (Credit Notes)
Add a comment to an existing credit note.
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