Zoho Books API Operations Reference

accounting

265 operations

ActionZOHO_BOOKS_ACCEPT_ESTIMATE

Accept Estimate

Tool to mark an estimate as accepted.

2 input

ActionZOHO_BOOKS_ACTIVATE_BANK_ACCOUNT

Activate Bank Account

Tool to activate a bank account.

2 input

ActionZOHO_BOOKS_ADD_BILL_ATTACHMENT

Add Bill Attachment

Tool to add an attachment to an existing bill in Zoho Books.

3 input

ActionZOHO_BOOKS_ADD_BILL_COMMENT

Add Bill Comment

Tool to add a comment to a bill in Zoho Books.

3 input

ActionZOHO_BOOKS_ADD_CONTACT_ADDRESS

Add Contact Address

Tool to add an additional address to a contact in Zoho Books.

12 input

ActionZOHO_BOOKS_ADD_INVOICE_COMMENT

Add Invoice Comment

Tool to add a comment to an invoice.

3 input

ActionZOHO_BOOKS_ADD_PROJECT_COMMENT

Add Project Comment

Tool to add a comment to a project.

3 input

ActionZOHO_BOOKS_ADD_PURCHASE_ORDER_COMMENT

Add Purchase Order Comment

Tool to add a comment to a purchase order in Zoho Books.

3 input

ActionZOHO_BOOKS_ADD_SALES_ORDER_COMMENT

Add Sales Order Comment

Tool to add a comment to a sales order in Zoho Books.

3 input

ActionZOHO_BOOKS_ADD_VENDOR_CREDIT_COMMENT

Add Vendor Credit Comment

Tool to add a comment to a vendor credit.

3 input

ActionZOHO_BOOKS_APPLY_CREDIT_NOTE_TO_INVOICE

Apply Credit Note to Invoice

Tool to apply a credit note to one or more invoices in Zoho Books.

3 input

ActionZOHO_BOOKS_APPLY_CREDITS_TO_BILL

Apply Credits to Bill

Tool to apply vendor credits to a bill in Zoho Books.

3 input

ActionZOHO_BOOKS_APPLY_CREDITS_TO_INVOICE

Apply Credits to Invoice

Tool to apply credit notes to an invoice in Zoho Books.

3 input

ActionZOHO_BOOKS_EXPORT_BULK_ESTIMATES_PDF

Bulk Export Estimates PDF

Tool to export multiple estimates to a single PDF.

2 input

ActionZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF

Bulk Export Invoices PDF

Tool to export multiple invoices to a single PDF.

2 input

ActionZOHO_BOOKS_EXPORT_SALES_ORDERS_PDF

Bulk Export Sales Orders PDF

Tool to export multiple sales orders to a single PDF.

2 input

ActionZOHO_BOOKS_PRINT_BULK_ESTIMATES

Bulk Print Estimates

Tool to bulk print up to 25 estimates as a single PDF.

2 input

ActionZOHO_BOOKS_BULK_PRINT_INVOICES

Bulk Print Invoices

Tool to bulk print up to 25 invoices as a single PDF.

2 input

ActionZOHO_BOOKS_PRINT_BULK_SALES_ORDERS

Bulk Print Sales Orders

Tool to bulk print up to 25 sales orders as a single PDF.

2 input

ActionZOHO_BOOKS_CATEGORIZE_AS_CUSTOMER_PAYMENT_REFUND

Categorize As Customer Payment Refund

Tool to categorize an uncategorized bank transaction as a customer payment refund.

6 input

ActionZOHO_BOOKS_CATEGORIZE_UNCATEGORIZED_TRANSACTION

Categorize Uncategorized Transaction

Tool to categorize an uncategorized bank transaction.

25 input

ActionZOHO_BOOKS_CLONE_PROJECT

Clone Project

Tool to clone an existing project.

4 input

ActionZOHO_BOOKS_CONVERT_PURCHASE_ORDER_TO_BILL

Convert Purchase Order To Bill

Tool to retrieve bill data from purchase orders for conversion.

2 input

ActionZOHO_BOOKS_CREATE_BANK_ACCOUNT

Create Bank Account

Tool to create a bank or credit card account.

2 input

ActionZOHO_BOOKS_CREATE_RULE

Create Bank Account Rule

Tool to create a rule for automatic transaction categorization.

11 input

ActionZOHO_BOOKS_CREATE_BANK_TRANSACTION

Create Bank Transaction

Tool to create a manual bank transaction.

23 input

ActionZOHO_BOOKS_CREATE_CHART_OF_ACCOUNT

Create Chart Of Account

Tool to create a new chart of account in Zoho Books.

10 input

ActionZOHO_BOOKS_CREATE_CONTACT

Create Contact

Tool to create a new contact in Zoho Books.

50 input

ActionZOHO_BOOKS_CREATE_CONTACT_PERSON

Create Contact Person

Tool to create a new contact person for an existing contact in Zoho Books.

12 input

ActionZOHO_BOOKS_CREATE_CURRENCY

Create Currency

Tool to create a new currency for an organization.

5 input

ActionZOHO_BOOKS_CREATE_CUSTOMER_PAYMENT_REFUND

Create Customer Payment Refund

Tool to refund an excess customer payment.

10 input

ActionZOHO_BOOKS_CREATE_EMPLOYEE

Create Employee

Tool to create a new employee in Zoho Books.

5 input

ActionZOHO_BOOKS_CREATE_EXCHANGE_RATE

Create Exchange Rate

Tool to create a new exchange rate for a currency.

4 input

ActionZOHO_BOOKS_CREATE_EXPENSE

Create Expense

Tool to create a new expense in Zoho Books.

16 input

ActionZOHO_BOOKS_CREATE_INVOICE_FROM_SALESORDER

Create Invoice From Sales Order

Tool to create an instant invoice from an existing sales order.

2 input

ActionZOHO_BOOKS_CREATE_ITEM

Create Item

Tool to create a new item (product or service).

16 input

ActionZOHO_BOOKS_CREATE_JOURNAL

Create Journal

Tool to create a journal entry in Zoho Books.

10 input

ActionZOHO_BOOKS_CREATE_LOCATION

Create Location

Tool to create a new location in Zoho Books.

12 input

ActionZOHO_BOOKS_CREATE_PROJECT

Create Project

Tool to create a project in Zoho Books.

11 input

ActionZOHO_BOOKS_CREATE_RECURRING_BILL

Create Recurring Bill

Tool to create a recurring bill in Zoho Books.

23 input

ActionZOHO_BOOKS_CREATE_RECURRING_EXPENSE

Create Recurring Expense

Tool to create a new recurring expense in Zoho Books.

14 input

ActionZOHO_BOOKS_CREATE_RECURRING_INVOICE

Create Recurring Invoice

Tool to create a recurring invoice.

28 input

ActionZOHO_BOOKS_CREATE_REPORTING_TAG

Create Reporting Tag

Tool to create a new reporting tag in Zoho Books.

6 input

ActionZOHO_BOOKS_CREATE_SALES_RECEIPT

Create Sales Receipt

Tool to create a sales receipt in Zoho Books.

11 input

ActionZOHO_BOOKS_CREATE_TIME_ENTRY

Create Time Entry

Tool to create a new time entry for a project task.

10 input

ActionZOHO_BOOKS_CREATE_USER

Create User

Tool to create a new user in Zoho Books.

4 input

ActionZOHO_BOOKS_CREATE_VENDOR_CREDIT

Create Vendor Credit

Tool to create a vendor credit in Zoho Books.

9 input

ActionZOHO_BOOKS_CREATE_VENDOR_PAYMENT

Create Vendor Payment

Tool to create a vendor payment in Zoho Books.

10 input

ActionZOHO_BOOKS_DEACTIVATE_BANK_ACCOUNT

Deactivate Bank Account

Tool to deactivate a bank account.

2 input

ActionZOHO_BOOKS_DELETE_BANK_ACCOUNT

Delete Bank Account

Tool to delete a bank account from your organization.

2 input

ActionZOHO_BOOKS_DELETE_RULE

Delete Bank Account Rule

Tool to delete a bank account rule from your account.

2 input

ActionZOHO_BOOKS_DELETE_BANK_TRANSACTION

Delete Bank Transaction

Tool to delete a specific bank transaction.

2 input

ActionZOHO_BOOKS_DELETE_BILL

Delete Bill

Tool to delete a specific bill.

2 input

ActionZOHO_BOOKS_DELETE_BILL_ATTACHMENT

Delete Bill Attachment

Tool to delete an attachment from a specific bill.

2 input

ActionZOHO_BOOKS_DELETE_BILL_COMMENT

Delete Bill Comment

Tool to delete a comment from a bill.

3 input

ActionZOHO_BOOKS_DELETE_BILL_PAYMENT

Delete Bill Payment

Tool to delete a specific bill payment.

3 input

ActionZOHO_BOOKS_DELETE_BULK_CUSTOMER_PAYMENTS

Delete Bulk Customer Payments

Tool to bulk delete multiple customer payments.

2 input

ActionZOHO_BOOKS_DELETE_BULK_VENDOR_PAYMENTS

Delete Bulk Vendor Payments

Tool to bulk delete multiple vendor payments.

2 input

ActionZOHO_BOOKS_DELETE_CHART_OF_ACCOUNT_TRANSACTION

Delete Chart Of Account Transaction

Tool to delete a chart of account transaction.

2 input

ActionZOHO_BOOKS_DELETE_CHART_OF_ACCOUNT

Delete Chart of Account

Tool to delete a specific chart of account.

2 input

ActionZOHO_BOOKS_DELETE_CONTACT

Delete Contact

Tool to delete a specific contact.

2 input

ActionZOHO_BOOKS_DELETE_CONTACT_ADDRESS

Delete Contact Address

Tool to delete an additional address from a contact.

3 input

ActionZOHO_BOOKS_DELETE_CONTACT_PERSON

Delete Contact Person

Tool to delete a specific contact person.

2 input

ActionZOHO_BOOKS_DELETE_CREDIT_NOTE

Delete Credit Note

Tool to delete a specific credit note.

2 input

ActionZOHO_BOOKS_DELETE_CREDIT_NOTE_COMMENT

Delete Credit Note Comment

Tool to delete a comment from a credit note.

3 input

ActionZOHO_BOOKS_DELETE_CREDIT_NOTE_REFUND

Delete Credit Note Refund

Tool to delete a specific credit note refund.

3 input

ActionZOHO_BOOKS_DELETE_CURRENCY

Delete Currency

Tool to delete a specific currency from organization settings.

2 input

ActionZOHO_BOOKS_DELETE_CUSTOMER_PAYMENT

Delete Customer Payment

Tool to delete a customer payment.

2 input

ActionZOHO_BOOKS_DELETE_CUSTOMER_PAYMENT_REFUND

Delete Customer Payment Refund

Tool to delete a specific customer payment refund.

3 input

ActionZOHO_BOOKS_DELETE_EMPLOYEE

Delete Employee

Tool to delete a specific employee.

2 input

ActionZOHO_BOOKS_DELETE_ESTIMATE

Delete Estimate

Tool to delete a specific estimate.

2 input

ActionZOHO_BOOKS_DELETE_EXCHANGE_RATE

Delete Exchange Rate

Tool to delete an exchange rate for a currency.

3 input

ActionZOHO_BOOKS_DELETE_EXPENSE

Delete Expense

Tool to delete a specific expense.

2 input

ActionZOHO_BOOKS_DELETE_EXPENSE_RECEIPT

Delete Expense Receipt

Tool to delete a receipt from an expense.

2 input

ActionZOHO_BOOKS_DELETE_INVOICE

Delete Invoice

Tool to delete a specific invoice.

2 input

ActionZOHO_BOOKS_DELETE_INVOICE_ATTACHMENT

Delete Invoice Attachment

Tool to delete the last attached attachment from an invoice.

2 input

ActionZOHO_BOOKS_DELETE_INVOICE_COMMENT

Delete Invoice Comment

Tool to delete a comment from an invoice.

3 input

ActionZOHO_BOOKS_DELETE_INVOICE_DOCUMENT

Delete Invoice Document

Tool to delete a document/attachment from a specific invoice.

3 input

ActionZOHO_BOOKS_DELETE_INVOICE_PAYMENT

Delete Invoice Payment

Tool to delete a payment applied to an invoice.

3 input

ActionZOHO_BOOKS_DELETE_ITEM

Delete Item

Tool to delete a specific item.

2 input

ActionZOHO_BOOKS_DELETE_JOURNAL_V4

Delete Journal (v4 Beta)

Tool to delete a journal using the v4 Beta API.

2 input

ActionZOHO_BOOKS_DELETE_JOURNAL_COMMENT_V4

Delete Journal Comment V4

Tool to delete a journal comment using Zoho Books API v4 (Beta).

4 input

ActionZOHO_BOOKS_DELETE_JOURNAL_DOCUMENT

Delete Journal Document

Tool to delete a document/attachment from a journal entry.

3 input

ActionZOHO_BOOKS_DELETE_JOURNALS

Delete Journals

Tool to delete multiple journal entries in one request.

2 input

ActionZOHO_BOOKS_DELETE_LOCATION

Delete Location

Tool to delete a specific location.

2 input

ActionZOHO_BOOKS_DELETE_PROJECT_COMMENT_V4

Delete Project Comment (v4 Beta)

Tool to delete a project comment using v4 Beta API.

3 input

ActionZOHO_BOOKS_DELETE_PROJECT_TASK

Delete Project Task

Tool to delete a project task.

3 input

ActionZOHO_BOOKS_DELETE_PROJECT_V4

Delete Project V4

Tool to delete a specific project using v4 Beta API.

2 input

ActionZOHO_BOOKS_DELETE_PURCHASE_ORDER

Delete Purchase Order

Tool to delete a specific purchase order.

2 input

ActionZOHO_BOOKS_DELETE_PURCHASE_ORDER_ATTACHMENT

Delete Purchase Order Attachment

Tool to delete an attachment from a purchase order.

2 input

ActionZOHO_BOOKS_DELETE_PURCHASE_ORDER_COMMENT

Delete Purchase Order Comment

Tool to delete a comment from a purchase order.

3 input

ActionZOHO_BOOKS_DELETE_RECURRING_BILL

Delete Recurring Bill

Tool to delete a recurring bill.

2 input

ActionZOHO_BOOKS_DELETE_RECURRING_INVOICE

Delete Recurring Invoice

Tool to delete a recurring invoice.

2 input

ActionZOHO_BOOKS_DELETE_SALES_ORDER_COMMENT

Delete Sales Order Comment

Tool to delete a comment from a sales order.

3 input

ActionZOHO_BOOKS_DELETE_SALES_RECEIPT

Delete Sales Receipt

Tool to delete a specific sales receipt.

2 input

ActionZOHO_BOOKS_DELETE_TIME_ENTRY

Delete Time Entry

Tool to delete a specific time entry from a project.

2 input

ActionZOHO_BOOKS_DELETE_VENDOR_CREDIT

Delete Vendor Credit

Tool to delete a specific vendor credit.

2 input

ActionZOHO_BOOKS_DELETE_VENDOR_CREDIT_REFUND

Delete Vendor Credit Refund

Tool to delete a vendor credit refund.

3 input

ActionZOHO_BOOKS_DELETE_VENDOR_PAYMENT

Delete Vendor Payment

Tool to delete a vendor payment.

2 input

ActionZOHO_BOOKS_DISABLE_CONTACT_PAYMENT_REMINDER

Disable Contact Payment Reminder

Tool to disable payment reminders for a contact.

2 input

ActionZOHO_BOOKS_DISABLE_INVOICE_PAYMENT_REMINDER

Disable Invoice Payment Reminder

Tool to disable payment reminders for an invoice.

2 input

ActionZOHO_BOOKS_EMAIL_CONTACT_STATEMENT

Email Contact Statement

Tool to email a statement to a contact.

10 input

ActionZOHO_BOOKS_EMAIL_ESTIMATE

Email Estimate

Tool to send an estimate email.

10 input

ActionZOHO_BOOKS_EMAIL_INVOICE

Email Invoice

Tool to send an invoice email.

11 input

ActionZOHO_BOOKS_ENABLE_CONTACT_PAYMENT_REMINDER

Enable Contact Payment Reminder

Tool to enable payment reminders for a contact.

2 input

ActionZOHO_BOOKS_ENABLE_CONTACT_PORTAL

Enable Contact Portal

Tool to enable portal access for a contact.

2 input

ActionZOHO_BOOKS_ENABLE_INVOICE_PAYMENT_REMINDER

Enable Invoice Payment Reminder

Tool to enable payment reminders for an invoice.

2 input

ActionZOHO_BOOKS_EXCLUDE_BANK_TRANSACTION

Exclude Bank Transaction

Tool to exclude an uncategorized bank transaction.

3 input

ActionZOHO_BOOKS_GET_ALL_TAG_OPTIONS

Get All Tag Options

Tool to retrieve all options for a reporting tag.

3 input

ActionZOHO_BOOKS_GET_BANK_ACCOUNT

Get Bank Account

Tool to fetch details of a specific bank account.

2 input

ActionZOHO_BOOKS_GET_BASE_CURRENCY_ADJUSTMENT

Get Base Currency Adjustment

Tool to fetch details of a specific base currency adjustment.

2 input

ActionZOHO_BOOKS_GET_BILL

Get Bill

Tool to fetch details of a specific bill.

2 input

ActionZOHO_BOOKS_GET_BILL_ATTACHMENT

Get Bill Attachment

Tool to fetch an attachment from a specific bill.

3 input

ActionZOHO_BOOKS_GET_CHART_OF_ACCOUNT

Get Chart Of Account

Tool to fetch details of a specific chart of account.

2 input

ActionZOHO_BOOKS_GET_CONTACT

Get Contact

Tool to fetch details of a specific contact.

2 input

ActionZOHO_BOOKS_GET_CONTACT_ADDRESS

Get Contact Address

Tool to retrieve all addresses associated with a contact.

2 input

ActionZOHO_BOOKS_GET_CONTACT_PERSON

Get Contact Person

Tool to retrieve details of a specific contact person.

3 input

ActionZOHO_BOOKS_GET_CONTACT_STATEMENT_MAIL

Get Contact Statement Mail

Tool to retrieve the pre-populated email content for a contact statement.

4 input

ActionZOHO_BOOKS_GET_CREDIT_NOTE

Get Credit Note

Tool to fetch details of a specific credit note by ID.

4 input

ActionZOHO_BOOKS_GET_CURRENCY

Get Currency

Tool to retrieve details of a specific currency.

2 input

ActionZOHO_BOOKS_GET_ESTIMATE

Get Estimate

Tool to fetch details of a specific estimate.

2 input

ActionZOHO_BOOKS_GET_ESTIMATE_EMAIL

Get Estimate Email

Tool to retrieve the pre-populated email content for an estimate.

3 input

ActionZOHO_BOOKS_GET_EXPENSE

Get Expense

Tool to fetch details of a specific expense.

2 input

ActionZOHO_BOOKS_GET_INVOICE

Get Invoice

Tool to fetch details of a specific invoice.

4 input

ActionZOHO_BOOKS_GET_INVOICE_ATTACHMENT

Get Invoice Attachment

Tool to fetch the last attached attachment from a specific invoice.

3 input

ActionZOHO_BOOKS_GET_INVOICE_EMAIL

Get Invoice Email

Tool to retrieve the pre-populated email content for an invoice.

3 input

ActionZOHO_BOOKS_GET_ITEM

Get Item

Tool to fetch details of a specific item.

2 input

ActionZOHO_BOOKS_GET_JOURNAL_CREDITS_LIST_V4

Get Journal Credits List (v4 Beta)

Tool to retrieve the list of available journal credits for a specific journal using v4 Beta API.

2 input

ActionZOHO_BOOKS_GET_JOURNAL_DETAILS_V4

Get Journal Details V4

Tool to fetch details of a specific journal entry from Zoho Books API v4 (Beta).

6 input

ActionZOHO_BOOKS_GET_JOURNALS_LIST_V4

Get Journals List (v4 Beta)

Tool to retrieve a paginated list of journals using Zoho Books v4 Beta API.

9 input

ActionZOHO_BOOKS_GET_LAST_IMPORTED_STATEMENT

Get Last Imported Statement

Tool to get details of previously imported statement for a bank account.

2 input

ActionZOHO_BOOKS_GET_MATCHING_BANK_TRANSACTIONS

Get Matching Bank Transactions

Tool to retrieve potential matching transactions for an uncategorized bank transaction.

11 input

ActionZOHO_BOOKS_GET_OPENING_BALANCE

Get Opening Balance

Tool to retrieve opening balance for an organization.

1 input

ActionZOHO_BOOKS_GET_ORGANIZATION

Get Organization

Tool to fetch details of a specific organization.

1 input

ActionZOHO_BOOKS_GET_PAYMENT_REMINDER_MAIL_CONTENT_FOR_INVOICE

Get Payment Reminder Mail Content

Tool to retrieve the pre-populated payment reminder email content for an invoice.

2 input

ActionZOHO_BOOKS_GET_PROJECT

Get Project

Tool to fetch details of a specific project.

2 input

ActionZOHO_BOOKS_GET_PROJECT_USER

Get Project User

Tool to fetch details of a specific user associated with a project.

3 input

ActionZOHO_BOOKS_GET_PURCHASE_ORDER

Get Purchase Order

Tool to fetch details of a specific purchase order.

2 input

ActionZOHO_BOOKS_GET_RECURRING_INVOICE

Get Recurring Invoice

Tool to retrieve a single recurring invoice profile's full configuration by ID.

2 input

ActionZOHO_BOOKS_GET_SALES_ORDER

Get Sales Order

Tool to fetch details of a specific sales order.

4 input

ActionZOHO_BOOKS_GET_SALES_ORDER_ATTACHMENT

Get Sales Order Attachment

Tool to fetch an attachment from a specific sales order.

4 input

ActionZOHO_BOOKS_GET_SALES_ORDER_EMAIL_CONTENT

Get Sales Order Email Content

Tool to retrieve the pre-populated email content for a sales order.

3 input

ActionZOHO_BOOKS_GET_USER

Get User

Tool to fetch details of a specific user.

2 input

ActionZOHO_BOOKS_GET_VENDOR_CREDIT_REFUND

Get Vendor Credit Refund

Tool to fetch details of a specific vendor credit refund.

3 input

ActionZOHO_BOOKS_IMPORT_BANK_STATEMENTS

Import Bank Statements

Tool to import bank or credit card statement transactions in bulk.

5 input

ActionZOHO_BOOKS_LIST_BANK_ACCOUNTS

List Bank Accounts

Tool to list bank and credit card accounts.

5 input

ActionZOHO_BOOKS_LIST_BANK_RULES

List Bank Rules

Tool to list all rules created for a bank or credit card account.

2 input

ActionZOHO_BOOKS_LIST_BANK_TRANSACTIONS

List Bank Transactions

Tool to list bank transactions with optional filters.

14 input

ActionZOHO_BOOKS_LIST_BASE_CURRENCY_ADJUSTMENTS

List Base Currency Adjustments

Tool to list base currency adjustments for an organization.

6 input

ActionZOHO_BOOKS_LIST_BILL_COMMENTS_AND_HISTORY

List Bill Comments and History

Tool to list comments and history entries for a bill.

2 input

ActionZOHO_BOOKS_LIST_BILL_PAYMENTS

List Bill Payments

Tool to list payments recorded against a bill.

2 input

ActionZOHO_BOOKS_LIST_BILLS

List Bills

Tool to retrieve a paginated list of bills.

26 input

ActionZOHO_BOOKS_LIST_CHART_OF_ACCOUNTS

List Chart Of Accounts

Tool to list chart of accounts.

6 input

ActionZOHO_BOOKS_LIST_CHART_OF_ACCOUNT_TRANSACTIONS

List Chart of Account Transactions

Tool to list transactions for a specific chart of account.

15 input

ActionZOHO_BOOKS_LIST_CONTACT_COMMENTS

List Contact Comments

Tool to retrieve recent activities and comments for a specific contact.

4 input

ActionZOHO_BOOKS_LIST_CONTACT_PERSONS

List Contact Persons

Tool to retrieve a paginated list of contact persons from Zoho Books.

3 input

ActionZOHO_BOOKS_LIST_CONTACT_REFUNDS

List Contact Refunds

Tool to list refunds for a contact.

4 input

ActionZOHO_BOOKS_LIST_CONTACTS

List Contacts

Tool to retrieve a paginated list of contacts with optional filters.

24 input

ActionZOHO_BOOKS_LIST_CREDIT_NOTE_REFUNDS

List Credit Note Refunds

Tool to retrieve a paginated list of credit note refunds with filters.

5 input

ActionZOHO_BOOKS_LIST_CREDIT_NOTES

List Credit Notes

Tool to retrieve a paginated list of credit notes with optional filters.

18 input

ActionZOHO_BOOKS_LIST_CURRENCIES

List Currencies

Tool to list currencies configured for the organization.

4 input

ActionZOHO_BOOKS_LIST_CUSTOMER_PAYMENT_REFUNDS

List Customer Payment Refunds

Tool to list refunds of a customer payment.

4 input

ActionZOHO_BOOKS_LIST_CUSTOMER_PAYMENTS

List Customer Payments

Tool to list customer payments in Zoho Books.

13 input

ActionZOHO_BOOKS_LIST_EMPLOYEES

List Employees

Tool to retrieve a paginated list of employees.

3 input

ActionZOHO_BOOKS_LIST_ESTIMATE_COMMENTS_AND_HISTORY

List Estimate Comments & History

Tool to retrieve comments and history for a specific estimate.

2 input

ActionZOHO_BOOKS_LIST_ESTIMATE_TEMPLATES

List Estimate Templates

Tool to retrieve a list of estimate templates.

1 input

ActionZOHO_BOOKS_LIST_ESTIMATES

List Estimates

Tool to retrieve a paginated list of estimates with optional filters.

17 input

ActionZOHO_BOOKS_LIST_EXPENSE_COMMENTS

List Expense Comments

Tool to retrieve history and comments for a specific expense.

2 input

ActionZOHO_BOOKS_LIST_EXPENSES

List Expenses

Tool to retrieve a paginated list of expenses with filters and search.

36 input

ActionZOHO_BOOKS_LIST_FIXED_ASSET_TYPES

List Fixed Asset Types

Tool to retrieve a paginated list of fixed asset types from Zoho Books.

3 input

ActionZOHO_BOOKS_LIST_FIXED_ASSETS

List Fixed Assets

Tool to retrieve a paginated list of fixed assets from Zoho Books.

6 input

ActionZOHO_BOOKS_LIST_INVOICE_COMMENTS_AND_HISTORY

List Invoice Comments and History

Tool to list comments and history entries for an invoice.

2 input

ActionZOHO_BOOKS_LIST_INVOICE_CREDITS_APPLIED

List Invoice Credits Applied

Tool to list credit notes applied to an invoice.

2 input

ActionZOHO_BOOKS_LIST_INVOICE_PAYMENTS

List Invoice Payments

Tool to list payments recorded against an invoice.

2 input

ActionZOHO_BOOKS_LIST_INVOICE_TEMPLATES

List Invoice Templates

Tool to retrieve a list of invoice templates.

1 input

ActionZOHO_BOOKS_LIST_INVOICES

List Invoices

Tool to retrieve a paginated list of invoices with filters and search.

18 input

ActionZOHO_BOOKS_LIST_ITEM_DETAILS

List Item Details

Tool to bulk fetch details for multiple items from Zoho Books using their IDs.

2 input

ActionZOHO_BOOKS_LIST_ITEMS

List Items

Tool to retrieve a paginated list of items from Zoho Books.

25 input

ActionZOHO_BOOKS_LIST_JOURNAL_TEMPLATES

List Journal Templates

Tool to list journal templates with pagination.

3 input

ActionZOHO_BOOKS_LIST_LOCATIONS

List Locations

Tool to list all locations in the organization.

1 input

ActionZOHO_BOOKS_LIST_ORGANIZATIONS

List Organizations

Tool to list all organizations for the authenticated user.

ActionZOHO_BOOKS_LIST_PROJECT_USERS

List Project Users

Tool to retrieve all users assigned to a project.

2 input

ActionZOHO_BOOKS_LIST_PROJECTS

List Projects

Tool to retrieve a paginated list of projects with optional filters.

6 input

ActionZOHO_BOOKS_LIST_PURCHASE_ORDERS

List Purchase Orders

Tool to retrieve a paginated list of purchase orders.

33 input

ActionZOHO_BOOKS_LIST_RECURRING_BILL_HISTORY

List Recurring Bill History

Tool to list comments and history entries for a recurring bill.

2 input

ActionZOHO_BOOKS_LIST_RECURRING_INVOICE_HISTORY

List Recurring Invoice History

Tool to retrieve comments and history for a specific recurring invoice.

2 input

ActionZOHO_BOOKS_LIST_REPORTING_TAGS

List Reporting Tags

Tool to retrieve all reporting tags from Zoho Books.

1 input

ActionZOHO_BOOKS_LIST_RETAINER_INVOICES

List Retainer Invoices

Tool to retrieve a paginated list of retainer invoices with filters and sorting.

7 input

ActionZOHO_BOOKS_LIST_SALES_ORDER_COMMENTS_AND_HISTORY

List Sales Order Comments & History

Tool to list comments and history entries for a sales order.

2 input

ActionZOHO_BOOKS_LIST_SALES_ORDERS

List Sales Orders

Tool to retrieve a paginated list of sales orders.

6 input

ActionZOHO_BOOKS_LIST_SALES_RECEIPTS

List Sales Receipts

Tool to retrieve a paginated list of sales receipts with filters.

22 input

ActionZOHO_BOOKS_LIST_TASKS

List Tasks

Tool to retrieve a paginated list of tasks for a specific project.

4 input

ActionZOHO_BOOKS_LIST_TAX_EXEMPTIONS

List Tax Exemptions

Tool to retrieve a list of tax exemptions from Zoho Books.

1 input

ActionZOHO_BOOKS_LIST_TAXES

List Taxes

Tool to retrieve a paginated list of taxes.

3 input

ActionZOHO_BOOKS_LIST_USERS

List Users

Tool to retrieve a paginated list of users.

5 input

ActionZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDS2

List Vendor Credit Refunds

Tool to list refunds of a specific vendor credit.

4 input

ActionZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDS

List Vendor Credit Refunds

Tool to retrieve a paginated list of vendor credit refunds with filters.

6 input

ActionZOHO_BOOKS_LIST_VENDOR_CREDITS

List Vendor Credits

Tool to retrieve a paginated list of vendor credits with filters and search.

45 input

ActionZOHO_BOOKS_LIST_VENDOR_PAYMENT_REFUNDS

List Vendor Payment Refunds

Tool to list refunds of a vendor payment.

4 input

ActionZOHO_BOOKS_LIST_VENDOR_PAYMENTS

List Vendor Payments

Tool to retrieve a paginated list of vendor payments with filters and search.

37 input

ActionZOHO_BOOKS_MARK_BILL_OPEN

Mark Bill Open

Tool to mark a bill as open.

2 input

ActionZOHO_BOOKS_MARK_BILL_VOID

Mark Bill Void

Tool to mark a bill as Void.

2 input

ActionZOHO_BOOKS_MARK_CONTACT_AS_ACTIVE

Mark Contact as Active

Tool to mark a contact as active.

2 input

ActionZOHO_BOOKS_MARK_CONTACT_AS_INACTIVE

Mark Contact as Inactive

Tool to mark a contact as inactive.

2 input

ActionZOHO_BOOKS_MARK_ESTIMATE_AS_SENT

Mark Estimate As Sent

Tool to mark an estimate as Sent.

2 input

ActionZOHO_BOOKS_MARK_INVOICE_AS_SENT

Mark Invoice As Sent

Tool to mark an invoice as Sent.

2 input

ActionZOHO_BOOKS_MARK_ITEM_AS_ACTIVE

Mark Item as Active

Tool to mark an item as active.

2 input

ActionZOHO_BOOKS_MARK_ITEM_INACTIVE

Mark Item as Inactive

Tool to mark an item as inactive.

2 input

ActionZOHO_BOOKS_MARK_LOCATION_ACTIVE

Mark Location Active

Tool to mark a location as active.

2 input

ActionZOHO_BOOKS_MARK_LOCATION_PRIMARY

Mark Location Primary

Tool to mark a location as primary.

2 input

ActionZOHO_BOOKS_MARK_LOCATION_INACTIVE

Mark Location as Inactive

Tool to mark a location as inactive.

2 input

ActionZOHO_BOOKS_MARK_PROJECT_ACTIVE

Mark Project Active

Tool to mark a project as active.

2 input

ActionZOHO_BOOKS_MARK_REPORTING_TAG_DEFAULT_OPTION

Mark Reporting Tag Default Option

Tool to mark an option as default for a reporting tag.

3 input

ActionZOHO_BOOKS_MARK_REPORTING_TAG_AS_ACTIVE

Mark Reporting Tag as Active

Tool to mark a reporting tag as active.

2 input

ActionZOHO_BOOKS_MARK_REPORTING_TAG_AS_INACTIVE

Mark Reporting Tag as Inactive

Tool to mark a reporting tag as inactive.

2 input

ActionZOHO_BOOKS_MARK_RETAINER_INVOICE_SENT

Mark Retainer Invoice Sent

Tool to mark a retainer invoice as Sent.

2 input

ActionZOHO_BOOKS_MARK_SALES_ORDER_VOID

Mark Sales Order Void

Tool to mark a sales order as Void.

2 input

ActionZOHO_BOOKS_MARK_TAG_OPTION_ACTIVE

Mark Tag Option Active

Tool to mark a reporting tag option as active.

3 input

ActionZOHO_BOOKS_MARK_TAG_OPTION_AS_INACTIVE

Mark Tag Option as Inactive

Tool to mark a reporting tag option as inactive.

3 input

ActionZOHO_BOOKS_MARK_USER_INACTIVE

Mark User as Inactive

Tool to mark a user as inactive in Zoho Books.

2 input

ActionZOHO_BOOKS_MARK_VENDOR_CREDIT_VOID

Mark Vendor Credit Void

Tool to void a vendor credit.

2 input

ActionZOHO_BOOKS_OPEN_SALES_ORDER

Open Sales Order

Tool to mark a sales order as Open.

2 input

ActionZOHO_BOOKS_RESUME_RECURRING_INVOICE

Resume Recurring Invoice

Tool to resume a recurring invoice.

2 input

ActionZOHO_BOOKS_SEND_BULK_INVOICE_REMINDER

Send Bulk Invoice Reminder

Tool to send payment reminders for multiple invoices at once.

2 input

ActionZOHO_BOOKS_SEND_CONTACT_EMAIL

Send Contact Email

Tool to send an email to a contact in Zoho Books.

9 input

ActionZOHO_BOOKS_REMIND_CUSTOMER_INVOICE

Send Payment Reminder

Tool to send a payment reminder for an invoice.

8 input

ActionZOHO_BOOKS_STOP_RECURRING_INVOICE

Stop Recurring Invoice

Tool to stop a recurring invoice.

2 input

ActionZOHO_BOOKS_UNTRACK_CONTACT1099

Untrack Contact 1099

Tool to untrack a contact for 1099 reporting.

2 input

ActionZOHO_BOOKS_UPDATE_BANK_TRANSACTION

Update Bank Transaction

Tool to update an existing bank transaction in Zoho Books.

25 input

ActionZOHO_BOOKS_UPDATE_CONTACT

Update Contact

Tool to update details of a contact.

48 input

ActionZOHO_BOOKS_UPDATE_CONTACT_PERSON

Update Contact Person

Tool to update an existing contact person in Zoho Books.

13 input

ActionZOHO_BOOKS_UPDATE_CREDIT_NOTE_REFUND

Update Credit Note Refund

Tool to update details of a specific credit note refund.

9 input

ActionZOHO_BOOKS_UPDATE_CURRENCY

Update Currency

Tool to update an existing currency in Zoho Books.

6 input

ActionZOHO_BOOKS_UPDATE_CUSTOM_FIELDS_IN_ITEM

Update Custom Fields in Item

Tool to update custom field values in an existing item.

3 input

ActionZOHO_BOOKS_UPDATE_ESTIMATE

Update Estimate

Tool to update an existing estimate (quote).

32 input

ActionZOHO_BOOKS_UPDATE_ESTIMATE_BILLING_ADDRESS

Update Estimate Billing Address

Tool to update the billing address of an estimate.

11 input

ActionZOHO_BOOKS_UPDATE_ESTIMATE_SHIPPING_ADDRESS

Update Estimate Shipping Address

Tool to update the shipping address for an estimate.

12 input

ActionZOHO_BOOKS_UPDATE_ESTIMATE_TEMPLATE

Update Estimate Template

Tool to update the template associated with an estimate.

3 input

ActionZOHO_BOOKS_UPDATE_INVOICE

Update Invoice

Tool to update details of a specific invoice.

18 input

ActionZOHO_BOOKS_UPDATE_INVOICE_ATTACHMENT_PREFERENCE

Update Invoice Attachment Preference

Tool to update attachment preference for an invoice.

3 input

ActionZOHO_BOOKS_UPDATE_INVOICE_BILLING_ADDRESS

Update Invoice Billing Address

Tool to update the billing address of an invoice.

9 input

ActionZOHO_BOOKS_UPDATE_INVOICE_SHIPPING_ADDRESS

Update Invoice Shipping Address

Tool to update the shipping address of a specific invoice.

9 input

ActionZOHO_BOOKS_UPDATE_INVOICE_TEMPLATE

Update Invoice Template

Tool to update the template associated with an invoice.

3 input

ActionZOHO_BOOKS_UPDATE_ITEM

Update Item

Tool to update details of a specific item.

30 input

ActionZOHO_BOOKS_UPDATE_JOURNAL

Update Journal

Tool to update a journal entry in Zoho Books.

11 input

ActionZOHO_BOOKS_UPDATE_LOCATION

Update Location

Tool to update an existing location in Zoho Books.

12 input

ActionZOHO_BOOKS_UPDATE_ORGANIZATION

Update Organization

Tool to update an organization's settings and details.

11 input

ActionZOHO_BOOKS_UPDATE_PROJECT

Update Project

Tool to update a project in Zoho Books.

15 input

ActionZOHO_BOOKS_UPDATE_PROJECT_USER

Update Project User

Tool to update a user's details in a project.

6 input

ActionZOHO_BOOKS_UPDATE_PURCHASE_ORDER_BILLING_ADDRESS

Update Purchase Order Billing Address

Tool to update the billing address of a purchase order.

11 input

ActionZOHO_BOOKS_UPDATE_PURCHASE_ORDER_COMMENT

Update Purchase Order Comment

Tool to update a comment on a purchase order.

4 input

ActionZOHO_BOOKS_UPDATE_RECURRING_BILL

Update Recurring Bill

Tool to update a recurring bill in Zoho Books.

25 input

ActionZOHO_BOOKS_UPDATE_RECURRING_INVOICE_TEMPLATE

Update Recurring Invoice Template

Tool to update the template associated with a recurring invoice.

3 input

ActionZOHO_BOOKS_UPDATE_REPORTING_TAG

Update Reporting Tag

Tool to update an existing reporting tag in Zoho Books.

7 input

ActionZOHO_BOOKS_UPDATE_REPORTING_TAG_OPTIONS

Update Reporting Tag Options

Tool to update reporting tag options in Zoho Books.

3 input

ActionZOHO_BOOKS_UPDATE_SALES_ORDER

Update Sales Order

Tool to update a specific sales order.

11 input

ActionZOHO_BOOKS_UPDATE_SALES_ORDER_ATTACHMENT_PREFERENCE

Update Sales Order Attachment Preference

Tool to update attachment preference for a sales order.

3 input

ActionZOHO_BOOKS_UPDATE_SALES_ORDER_BILLING_ADDRESS

Update Sales Order Billing Address

Tool to update the billing address of a sales order.

10 input

ActionZOHO_BOOKS_UPDATE_SALES_ORDER_SHIPPING_ADDRESS

Update Sales Order Shipping Address

Tool to update the shipping address of a specific sales order.

10 input

ActionZOHO_BOOKS_UPDATE_SALES_ORDER_TEMPLATE

Update Sales Order Template

Tool to update the template associated with a sales order.

3 input

ActionZOHO_BOOKS_UPDATE_USER

Update User

Tool to update an existing user in Zoho Books.

5 input

ActionZOHO_BOOKS_UPDATE_BILL

Update Vendor Bill

Tool to update a vendor bill.

34 input

ActionZOHO_BOOKS_UPDATE_VENDOR_PAYMENT_REFUND

Update Vendor Payment Refund

Tool to update a vendor payment refund in Zoho Books.

9 input

ActionZOHO_BOOKS_VOID_INVOICE

Void Invoice

Tool to mark an invoice as Void.

2 input

ActionZOHO_BOOKS_WRITE_OFF_INVOICE

Write Off Invoice

Tool to write off an invoice.

2 input