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