Zoho Books
265 actions for Zoho Books workflows.
Operations are the actions a workflow can take in Zoho Books, grouped by category. Each lists its method, parameters, and a template you can drop it into.
Manage your chart of accounts and opening balances to structure your financial records. These operations let you create, update, and organize accounts, track opening balances, and view transaction histories tied to specific accounts.
Create Chart Of Account
ZOHO_BOOKS_CREATE_CHART_OF_ACCOUNTSet up a new account in your chart of accounts with specific account types and codes to organize your company's financial transactions. This helps you track different income, expense, asset, and liability categories for accurate bookkeeping.
Connect and reconcile your bank accounts with Zoho Books by importing transactions and applying rules. These operations help you categorize bank activity, exclude irrelevant transactions, and keep your banking records synchronized with your general ledger.
Activate Bank Account
ZOHO_BOOKS_ACTIVATE_BANK_ACCOUNTEnable a previously deactivated bank account in Zoho Books so you can resume tracking transactions and reconciling that account's activity.
Categorize Uncategorized Transaction
ZOHO_BOOKS_CATEGORIZE_UNCATEGORIZED_TRANSACTIONAssigns the correct accounting category and details to a bank transaction that hasn't been classified yet, helping you organize your finances automatically. This keeps your books accurate without manual data entry for every transaction.
Create Bank Account
ZOHO_BOOKS_CREATE_BANK_ACCOUNTAdd a new bank or credit card account to your Zoho Books organization to start tracking transactions and reconciling finances from that account.
Create Bank Account Rule
ZOHO_BOOKS_CREATE_RULEAutomatically categorize incoming and outgoing transactions based on specific criteria like amount, description, or payee name, saving time on manual bookkeeping and reducing categorization errors.
Create Bank Transaction
ZOHO_BOOKS_CREATE_BANK_TRANSACTIONRecords manual bank movements in your accounting system, such as transfers between accounts or other non-invoice transactions that need to be tracked for accurate financial records.
Deactivate Bank Account
ZOHO_BOOKS_DEACTIVATE_BANK_ACCOUNTMark an existing bank account as inactive in your accounting system without deleting it. This is useful when you no longer use a bank account but want to keep its historical transaction records.
Delete Bank Account
ZOHO_BOOKS_DELETE_BANK_ACCOUNTRemoves a bank account from your Zoho Books organization when you no longer need to track transactions for that account. Use this when closing accounts, consolidating banking relationships, or cleaning up outdated financial records.
Delete Bank Transaction
ZOHO_BOOKS_DELETE_BANK_TRANSACTIONRemoves a specific bank transaction from your accounting records to correct errors or remove duplicate entries that were accidentally recorded.
Manage vendor bills and recurring payment obligations throughout their lifecycle. Create, update, and pay bills while attaching documents and comments, or set up recurring bills for predictable expenses.
Add Bill Attachment
ZOHO_BOOKS_ADD_BILL_ATTACHMENTAttach supporting documents like receipts, invoices, or contracts to bills in Zoho Books for complete record-keeping and audit trail.
Add Bill Comment
ZOHO_BOOKS_ADD_BILL_COMMENTAttach notes and comments to bills in Zoho Books for better tracking and team collaboration. This helps keep important information and context organized within your bill records.
Apply Credits to Bill
ZOHO_BOOKS_APPLY_CREDITS_TO_BILLReduces a bill's outstanding balance by applying available vendor credits, helping you offset amounts owed to suppliers without making cash payments.
Create Recurring Bill
ZOHO_BOOKS_CREATE_RECURRING_BILLSet up automated vendor bills that repeat at regular intervals, saving you time on managing repetitive payments to suppliers.
Delete Bill
ZOHO_BOOKS_DELETE_BILLRemove a bill from your accounting records by specifying its ID, useful when a bill was entered incorrectly or is no longer needed.
Delete Bill Attachment
ZOHO_BOOKS_DELETE_BILL_ATTACHMENTRemove unwanted or incorrect documents from your bill records to keep your accounting files clean and organized. Use this when you need to delete a mistakenly attached file or outdated supporting documentation.
Delete Bill Comment
ZOHO_BOOKS_DELETE_BILL_COMMENTRemove a comment from a bill in Zoho Books when you need to clean up internal notes or correct mistaken feedback on a vendor invoice.
Maintain detailed vendor and customer information including addresses, payment preferences, and communication history. These operations help you organize contact records, manage payment reminders, and track refunds issued to customers.
Create Contact
ZOHO_BOOKS_CREATE_CONTACTAdd a new customer or vendor to your Zoho Books account so you can track sales, purchases, and communications with them in one place.
Add Contact Address
ZOHO_BOOKS_ADD_CONTACT_ADDRESSAdd a new address to an existing contact in Zoho Books, such as a shipping, billing, or office location. This lets you maintain multiple addresses for the same customer or vendor without creating duplicate contacts.
Create Contact Person
ZOHO_BOOKS_CREATE_CONTACT_PERSONAdds a new individual to an existing contact record in Zoho Books, allowing you to manage multiple points of contact within a single customer or vendor account.
Handle credits issued to customers by creating, updating, and applying credit notes against open invoices. Track refunds and manage the lifecycle of credits from creation through reconciliation.
Apply Credit Note to Invoice
ZOHO_BOOKS_APPLY_CREDIT_NOTE_TO_INVOICEApply credit from a credit note to reduce the amount owed on one or more invoices, helping you offset outstanding balances without requiring additional payment.
Manage multi-currency operations by defining currencies, exchange rates, and base currency adjustments. Use these operations to maintain accurate currency conversions and track currency-related accounting entries.
Create Currency
ZOHO_BOOKS_CREATE_CURRENCYAdd a new currency to your Zoho Books account so you can track and manage transactions in different currencies for international clients and suppliers.
Create Exchange Rate
ZOHO_BOOKS_CREATE_EXCHANGE_RATEEstablish custom exchange rates for currencies in your accounting system to accurately reflect real-time conversion values for international transactions and financial reporting.
Create and maintain employee records in your accounting system. These operations support payroll and expense tracking by keeping employee information current and accessible.
Create Employee
ZOHO_BOOKS_CREATE_EMPLOYEEAdd a new employee to your Zoho Books account to track their expenses, time entries, and payroll information within your accounting system.
Create and send sales estimates to prospects, then convert them into invoices or sales orders. Manage estimate templates, track communications, and export estimates for client presentations.
Accept Estimate
ZOHO_BOOKS_ACCEPT_ESTIMATEMarks an estimate as accepted to move it forward in your sales pipeline and prepare it for invoicing. This confirms that a client has agreed to the terms and pricing outlined in the estimate.
Record and categorize business expenses, including receipts and recurring expense patterns. Track expense details, manage documentation, and reconcile reimbursements through these operations.
Create Expense
ZOHO_BOOKS_CREATE_EXPENSERecord business expenses in your Zoho Books accounting system to track spending and maintain accurate financial records for tax and budgeting purposes.
Create Recurring Expense
ZOHO_BOOKS_CREATE_RECURRING_EXPENSESet up automated recurring expenses in Zoho Books that repeat on a schedule, saving time on manual expense entry for regular costs.
Generate and manage customer invoices from creation through payment and archival. These operations cover invoice creation, email delivery, payment reminders, recurring invoices, and retainer invoice management.
Create Invoice From Sales Order
ZOHO_BOOKS_CREATE_INVOICE_FROM_SALESORDERAutomatically converts an existing sales order into a formal invoice, streamlining your billing process and reducing manual data entry. This saves time when you're ready to bill customers for approved orders.
Add Invoice Comment
ZOHO_BOOKS_ADD_INVOICE_COMMENTAttach notes or comments directly to an invoice for internal tracking, payment reminders, or communication with your team. This helps keep important invoice details and instructions organized in one place.
Apply Credits to Invoice
ZOHO_BOOKS_APPLY_CREDITS_TO_INVOICEReduces an invoice's outstanding balance by applying one or more credit notes, helping you offset payments and keep your accounts clean.
Bulk Export Invoices PDF
ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDFExport multiple invoices into a single consolidated PDF document, perfect for sharing, archiving, or printing a batch of customer invoices at once.
Bulk Print Invoices
ZOHO_BOOKS_BULK_PRINT_INVOICESCombine multiple invoices into a single PDF file for efficient printing and distribution. This saves time when you need to print or send several invoices at once without processing them individually.
Create Recurring Invoice
ZOHO_BOOKS_CREATE_RECURRING_INVOICESet up automatic invoices that generate on a regular schedule, eliminating the need to manually create the same invoice repeatedly for recurring clients or services.
Define the products and services you sell by creating and maintaining item records. Manage item details, pricing, custom fields, and activation status to support accurate invoicing and sales reporting.
Create Item
ZOHO_BOOKS_CREATE_ITEMAdd new products or services to your Zoho Books inventory with pricing details so you can track and sell them. This ensures all your offerings are registered in your accounting system for invoicing and inventory management.
Record journal entries and adjustments to your accounting records with support for multiple templates and document attachments. Use these operations to post manual entries, track credits, and manage audit trails.
Create Journal
ZOHO_BOOKS_CREATE_JOURNALRecord manual journal entries in your accounting system by specifying debit and credit line items. Use this to document financial transactions that don't fit standard invoice or bill workflows.
Organize your business across multiple locations or cost centers for reporting and operational tracking. Create and manage location records while designating primary locations for transactions.
Create Location
ZOHO_BOOKS_CREATE_LOCATIONAdd a new physical or virtual location to your Zoho Books account for tracking inventory, managing multiple branches, or organizing business operations across different sites.
Record and manage payments from customers and to vendors, including payment refunds and bulk operations. Track payment reconciliation, manage payment methods, and maintain payment history.
Create Vendor Payment
ZOHO_BOOKS_CREATE_VENDOR_PAYMENTRecord and track payments made to your vendors in Zoho Books, whether paying specific invoices or making general vendor payments. This keeps your accounting records accurate and helps you manage cash flow effectively.
Categorize As Customer Payment Refund
ZOHO_BOOKS_CATEGORIZE_AS_CUSTOMER_PAYMENT_REFUNDMarks an uncategorized bank transaction as a customer refund, automatically linking the withdrawal to the appropriate customer account in your accounting records.
Create Customer Payment Refund
ZOHO_BOOKS_CREATE_CUSTOMER_PAYMENT_REFUNDProcess refunds when customers have overpaid their invoices, returning excess funds directly to them.
Track project profitability and team time allocation by creating projects and assigning users. Manage project tasks, record time entries, and maintain project documentation through comments and attachments.
Add Project Comment
ZOHO_BOOKS_ADD_PROJECT_COMMENTAttach notes and comments directly to your projects to keep track of important updates and facilitate team collaboration without changing the project itself.
Clone Project
ZOHO_BOOKS_CLONE_PROJECTQuickly duplicate an existing project with a new name and description, saving time on setup when you need to create similar projects with the same structure and settings.
Create Project
ZOHO_BOOKS_CREATE_PROJECTCreate a new project in Zoho Books to track work activities, manage team tasks, and organize billable hours for client engagements or internal initiatives.
Create Time Entry
ZOHO_BOOKS_CREATE_TIME_ENTRYLogs time spent on a specific project task, allowing you to track work hours and billable activities for accurate project costing and client invoicing.
Create and manage purchase orders sent to vendors before goods or services arrive. Update orders, convert them to bills, attach documentation, and track vendor communications.
Add Purchase Order Comment
ZOHO_BOOKS_ADD_PURCHASE_ORDER_COMMENTAdd notes or comments to purchase orders in Zoho Books to keep supplier communications, special instructions, and order details documented in one place.
Convert Purchase Order To Bill
ZOHO_BOOKS_CONVERT_PURCHASE_ORDER_TO_BILLAutomatically convert approved purchase orders into bills to streamline your vendor payment process. This helps you quickly transition orders into invoices that are ready for payment approval and processing.
Manage customer sales orders from creation through conversion to invoices or shipment. Track order details, customize templates, manage attachments, and communicate order status with customers.
Add Sales Order Comment
ZOHO_BOOKS_ADD_SALES_ORDER_COMMENTAttach notes and comments to sales orders in Zoho Books to track order details, customer requests, or internal notes for your team's reference. This helps keep all order-related communication and decisions documented in one place.
Record immediate sales transactions where payment is received at the point of sale. Create sales receipts quickly for cash transactions and maintain a sales receipt register.
Create Sales Receipt
ZOHO_BOOKS_CREATE_SALES_RECEIPTRecord customer payments for goods or services sold immediately by creating a sales receipt with itemized line items in your accounting system. This is ideal for cash or immediate payment transactions where you need to document the sale and payment simultaneously.
Manage user accounts and access permissions for your Zoho Books organization. Create, update, and deactivate users to control who can access accounting records and features.
Create User
ZOHO_BOOKS_CREATE_USERInvite a new team member to your Zoho Books account so they can access financial data and collaborate on accounting tasks.
Record credits received from vendors and apply them against outstanding bills. Manage vendor credit refunds, void credits, and track vendor credit history for accurate payables reconciliation.
Add Vendor Credit Comment
ZOHO_BOOKS_ADD_VENDOR_CREDIT_COMMENTAttach notes and comments to vendor credits for internal tracking and supplier communication, helping your team stay organized and maintain a clear audit trail of vendor transactions.
Create Vendor Credit
ZOHO_BOOKS_CREATE_VENDOR_CREDITRecords credits received from vendors in your accounting system, helping you track money owed back by suppliers or credits applied to future purchases.
Bulk Export Estimates PDF
ZOHO_BOOKS_EXPORT_BULK_ESTIMATES_PDFTool to export multiple estimates to a single PDF.
Bulk Export Sales Orders PDF
ZOHO_BOOKS_EXPORT_SALES_ORDERS_PDFTool to export multiple sales orders to a single PDF.
Bulk Print Estimates
ZOHO_BOOKS_PRINT_BULK_ESTIMATESTool to bulk print up to 25 estimates as a single PDF.
Bulk Print Sales Orders
ZOHO_BOOKS_PRINT_BULK_SALES_ORDERSTool to bulk print up to 25 sales orders as a single PDF.
Delete Bank Account Rule
ZOHO_BOOKS_DELETE_RULETool to delete a bank account rule from your account.
Delete Bill Payment
ZOHO_BOOKS_DELETE_BILL_PAYMENTTool to delete a specific bill payment.
Delete Bulk Customer Payments
ZOHO_BOOKS_DELETE_BULK_CUSTOMER_PAYMENTSTool to bulk delete multiple customer payments.
Delete Bulk Vendor Payments
ZOHO_BOOKS_DELETE_BULK_VENDOR_PAYMENTSTool to bulk delete multiple vendor payments.
Delete Chart of Account
ZOHO_BOOKS_DELETE_CHART_OF_ACCOUNTTool to delete a specific chart of account.
Delete Chart Of Account Transaction
ZOHO_BOOKS_DELETE_CHART_OF_ACCOUNT_TRANSACTIONTool to delete a chart of account transaction.
Delete Contact
ZOHO_BOOKS_DELETE_CONTACTTool to delete a specific contact.
Delete Contact Address
ZOHO_BOOKS_DELETE_CONTACT_ADDRESSTool to delete an additional address from a contact.
Delete Contact Person
ZOHO_BOOKS_DELETE_CONTACT_PERSONTool to delete a specific contact person.
Delete Credit Note
ZOHO_BOOKS_DELETE_CREDIT_NOTETool to delete a specific credit note.
Delete Credit Note Comment
ZOHO_BOOKS_DELETE_CREDIT_NOTE_COMMENTTool to delete a comment from a credit note.
Delete Credit Note Refund
ZOHO_BOOKS_DELETE_CREDIT_NOTE_REFUNDTool to delete a specific credit note refund.
Delete Currency
ZOHO_BOOKS_DELETE_CURRENCYTool to delete a specific currency from organization settings.
Delete Customer Payment
ZOHO_BOOKS_DELETE_CUSTOMER_PAYMENTTool to delete a customer payment.
Delete Customer Payment Refund
ZOHO_BOOKS_DELETE_CUSTOMER_PAYMENT_REFUNDTool to delete a specific customer payment refund.
Delete Employee
ZOHO_BOOKS_DELETE_EMPLOYEETool to delete a specific employee.
Delete Estimate
ZOHO_BOOKS_DELETE_ESTIMATETool to delete a specific estimate.
Delete Exchange Rate
ZOHO_BOOKS_DELETE_EXCHANGE_RATETool to delete an exchange rate for a currency.
Delete Expense
ZOHO_BOOKS_DELETE_EXPENSETool to delete a specific expense.
Delete Expense Receipt
ZOHO_BOOKS_DELETE_EXPENSE_RECEIPTTool to delete a receipt from an expense.
Delete Invoice
ZOHO_BOOKS_DELETE_INVOICETool to delete a specific invoice.
Delete Invoice Attachment
ZOHO_BOOKS_DELETE_INVOICE_ATTACHMENTTool to delete the last attached attachment from an invoice.
Delete Invoice Comment
ZOHO_BOOKS_DELETE_INVOICE_COMMENTTool to delete a comment from an invoice.
Delete Invoice Document
ZOHO_BOOKS_DELETE_INVOICE_DOCUMENTTool to delete a document/attachment from a specific invoice.
Delete Invoice Payment
ZOHO_BOOKS_DELETE_INVOICE_PAYMENTTool to delete a payment applied to an invoice.
Delete Item
ZOHO_BOOKS_DELETE_ITEMTool to delete a specific item.
Delete Journal (v4 Beta)
ZOHO_BOOKS_DELETE_JOURNAL_V4Tool to delete a journal using the v4 Beta API.
Delete Journal Comment V4
ZOHO_BOOKS_DELETE_JOURNAL_COMMENT_V4Tool to delete a journal comment using Zoho Books API v4 (Beta).
Delete Journal Document
ZOHO_BOOKS_DELETE_JOURNAL_DOCUMENTTool to delete a document/attachment from a journal entry.
Delete Journals
ZOHO_BOOKS_DELETE_JOURNALSTool to delete multiple journal entries in one request.
Delete Location
ZOHO_BOOKS_DELETE_LOCATIONTool to delete a specific location.
Delete Project Comment (v4 Beta)
ZOHO_BOOKS_DELETE_PROJECT_COMMENT_V4Tool to delete a project comment using v4 Beta API.
Delete Project Task
ZOHO_BOOKS_DELETE_PROJECT_TASKTool to delete a project task.
Delete Project V4
ZOHO_BOOKS_DELETE_PROJECT_V4Tool to delete a specific project using v4 Beta API.
Delete Purchase Order
ZOHO_BOOKS_DELETE_PURCHASE_ORDERTool to delete a specific purchase order.
Delete Purchase Order Attachment
ZOHO_BOOKS_DELETE_PURCHASE_ORDER_ATTACHMENTTool to delete an attachment from a purchase order.
Delete Purchase Order Comment
ZOHO_BOOKS_DELETE_PURCHASE_ORDER_COMMENTTool to delete a comment from a purchase order.
Delete Recurring Bill
ZOHO_BOOKS_DELETE_RECURRING_BILLTool to delete a recurring bill.
Delete Recurring Invoice
ZOHO_BOOKS_DELETE_RECURRING_INVOICETool to delete a recurring invoice.
Delete Sales Order Comment
ZOHO_BOOKS_DELETE_SALES_ORDER_COMMENTTool to delete a comment from a sales order.
Delete Sales Receipt
ZOHO_BOOKS_DELETE_SALES_RECEIPTTool to delete a specific sales receipt.
Delete Time Entry
ZOHO_BOOKS_DELETE_TIME_ENTRYTool to delete a specific time entry from a project.
Delete Vendor Credit
ZOHO_BOOKS_DELETE_VENDOR_CREDITTool to delete a specific vendor credit.
Delete Vendor Credit Refund
ZOHO_BOOKS_DELETE_VENDOR_CREDIT_REFUNDTool to delete a vendor credit refund.
Delete Vendor Payment
ZOHO_BOOKS_DELETE_VENDOR_PAYMENTTool to delete a vendor payment.
Disable Contact Payment Reminder
ZOHO_BOOKS_DISABLE_CONTACT_PAYMENT_REMINDERTool to disable payment reminders for a contact.
Disable Invoice Payment Reminder
ZOHO_BOOKS_DISABLE_INVOICE_PAYMENT_REMINDERTool to disable payment reminders for an invoice.
Email Contact Statement
ZOHO_BOOKS_EMAIL_CONTACT_STATEMENTTool to email a statement to a contact.
Email Estimate
ZOHO_BOOKS_EMAIL_ESTIMATETool to send an estimate email.
Email Invoice
ZOHO_BOOKS_EMAIL_INVOICETool to send an invoice email.
Enable Contact Payment Reminder
ZOHO_BOOKS_ENABLE_CONTACT_PAYMENT_REMINDERTool to enable payment reminders for a contact.
Enable Contact Portal
ZOHO_BOOKS_ENABLE_CONTACT_PORTALTool to enable portal access for a contact.
Enable Invoice Payment Reminder
ZOHO_BOOKS_ENABLE_INVOICE_PAYMENT_REMINDERTool to enable payment reminders for an invoice.
Exclude Bank Transaction
ZOHO_BOOKS_EXCLUDE_BANK_TRANSACTIONTool to exclude an uncategorized bank transaction.
Get All Tag Options
ZOHO_BOOKS_GET_ALL_TAG_OPTIONSTool to retrieve all options for a reporting tag.
Get Bank Account
ZOHO_BOOKS_GET_BANK_ACCOUNTTool to fetch details of a specific bank account.
Get Base Currency Adjustment
ZOHO_BOOKS_GET_BASE_CURRENCY_ADJUSTMENTTool to fetch details of a specific base currency adjustment.
Get Bill
ZOHO_BOOKS_GET_BILLTool to fetch details of a specific bill.
Get Bill Attachment
ZOHO_BOOKS_GET_BILL_ATTACHMENTTool to fetch an attachment from a specific bill.
Get Chart Of Account
ZOHO_BOOKS_GET_CHART_OF_ACCOUNTTool to fetch details of a specific chart of account.
Get Contact
ZOHO_BOOKS_GET_CONTACTTool to fetch details of a specific contact.
Get Contact Address
ZOHO_BOOKS_GET_CONTACT_ADDRESSTool to retrieve all addresses associated with a contact.
Get Contact Person
ZOHO_BOOKS_GET_CONTACT_PERSONTool to retrieve details of a specific contact person.
Get Contact Statement Mail
ZOHO_BOOKS_GET_CONTACT_STATEMENT_MAILTool to retrieve the pre-populated email content for a contact statement.
Get Credit Note
ZOHO_BOOKS_GET_CREDIT_NOTETool to fetch details of a specific credit note by ID.
Get Currency
ZOHO_BOOKS_GET_CURRENCYTool to retrieve details of a specific currency.
Get Estimate
ZOHO_BOOKS_GET_ESTIMATETool to fetch details of a specific estimate.
Get Estimate Email
ZOHO_BOOKS_GET_ESTIMATE_EMAILTool to retrieve the pre-populated email content for an estimate.
Get Expense
ZOHO_BOOKS_GET_EXPENSETool to fetch details of a specific expense.
Get Invoice
ZOHO_BOOKS_GET_INVOICETool to fetch details of a specific invoice.
Get Invoice Attachment
ZOHO_BOOKS_GET_INVOICE_ATTACHMENTTool to fetch the last attached attachment from a specific invoice.
Get Invoice Email
ZOHO_BOOKS_GET_INVOICE_EMAILTool to retrieve the pre-populated email content for an invoice.
Get Item
ZOHO_BOOKS_GET_ITEMTool to fetch details of a specific item.
Get Journal Credits List (v4 Beta)
ZOHO_BOOKS_GET_JOURNAL_CREDITS_LIST_V4Tool to retrieve the list of available journal credits for a specific journal using v4 Beta API.
Get Journal Details V4
ZOHO_BOOKS_GET_JOURNAL_DETAILS_V4Tool to fetch details of a specific journal entry from Zoho Books API v4 (Beta).
Get Journals List (v4 Beta)
ZOHO_BOOKS_GET_JOURNALS_LIST_V4Tool to retrieve a paginated list of journals using Zoho Books v4 Beta API.
Get Last Imported Statement
ZOHO_BOOKS_GET_LAST_IMPORTED_STATEMENTTool to get details of previously imported statement for a bank account.
Get Matching Bank Transactions
ZOHO_BOOKS_GET_MATCHING_BANK_TRANSACTIONSTool to retrieve potential matching transactions for an uncategorized bank transaction.
Get Opening Balance
ZOHO_BOOKS_GET_OPENING_BALANCETool to retrieve opening balance for an organization.
Get Organization
ZOHO_BOOKS_GET_ORGANIZATIONTool to fetch details of a specific organization.
Get Payment Reminder Mail Content
ZOHO_BOOKS_GET_PAYMENT_REMINDER_MAIL_CONTENT_FOR_INVOICETool to retrieve the pre-populated payment reminder email content for an invoice.
Get Project
ZOHO_BOOKS_GET_PROJECTTool to fetch details of a specific project.
Get Project User
ZOHO_BOOKS_GET_PROJECT_USERTool to fetch details of a specific user associated with a project.
Get Purchase Order
ZOHO_BOOKS_GET_PURCHASE_ORDERTool to fetch details of a specific purchase order.
Get Recurring Invoice
ZOHO_BOOKS_GET_RECURRING_INVOICETool to retrieve a single recurring invoice profile's full configuration by ID.
Get Sales Order
ZOHO_BOOKS_GET_SALES_ORDERTool to fetch details of a specific sales order.
Get Sales Order Attachment
ZOHO_BOOKS_GET_SALES_ORDER_ATTACHMENTTool to fetch an attachment from a specific sales order.
Get Sales Order Email Content
ZOHO_BOOKS_GET_SALES_ORDER_EMAIL_CONTENTTool to retrieve the pre-populated email content for a sales order.
Get User
ZOHO_BOOKS_GET_USERTool to fetch details of a specific user.
Get Vendor Credit Refund
ZOHO_BOOKS_GET_VENDOR_CREDIT_REFUNDTool to fetch details of a specific vendor credit refund.
Import Bank Statements
ZOHO_BOOKS_IMPORT_BANK_STATEMENTSTool to import bank or credit card statement transactions in bulk.
List Bank Accounts
ZOHO_BOOKS_LIST_BANK_ACCOUNTSTool to list bank and credit card accounts.
List Bank Rules
ZOHO_BOOKS_LIST_BANK_RULESTool to list all rules created for a bank or credit card account.
List Bank Transactions
ZOHO_BOOKS_LIST_BANK_TRANSACTIONSTool to list bank transactions with optional filters.
List Base Currency Adjustments
ZOHO_BOOKS_LIST_BASE_CURRENCY_ADJUSTMENTSTool to list base currency adjustments for an organization.
List Bill Comments and History
ZOHO_BOOKS_LIST_BILL_COMMENTS_AND_HISTORYTool to list comments and history entries for a bill.
List Bill Payments
ZOHO_BOOKS_LIST_BILL_PAYMENTSTool to list payments recorded against a bill.
List Bills
ZOHO_BOOKS_LIST_BILLSTool to retrieve a paginated list of bills.
List Chart of Account Transactions
ZOHO_BOOKS_LIST_CHART_OF_ACCOUNT_TRANSACTIONSTool to list transactions for a specific chart of account.
List Chart Of Accounts
ZOHO_BOOKS_LIST_CHART_OF_ACCOUNTSTool to list chart of accounts.
List Contact Comments
ZOHO_BOOKS_LIST_CONTACT_COMMENTSTool to retrieve recent activities and comments for a specific contact.
List Contact Persons
ZOHO_BOOKS_LIST_CONTACT_PERSONSTool to retrieve a paginated list of contact persons from Zoho Books.
List Contact Refunds
ZOHO_BOOKS_LIST_CONTACT_REFUNDSTool to list refunds for a contact.
List Contacts
ZOHO_BOOKS_LIST_CONTACTSTool to retrieve a paginated list of contacts with optional filters.
List Credit Note Refunds
ZOHO_BOOKS_LIST_CREDIT_NOTE_REFUNDSTool to retrieve a paginated list of credit note refunds with filters.
List Credit Notes
ZOHO_BOOKS_LIST_CREDIT_NOTESTool to retrieve a paginated list of credit notes with optional filters.
List Currencies
ZOHO_BOOKS_LIST_CURRENCIESTool to list currencies configured for the organization.
List Customer Payment Refunds
ZOHO_BOOKS_LIST_CUSTOMER_PAYMENT_REFUNDSTool to list refunds of a customer payment.
List Customer Payments
ZOHO_BOOKS_LIST_CUSTOMER_PAYMENTSTool to list customer payments in Zoho Books.
List Employees
ZOHO_BOOKS_LIST_EMPLOYEESTool to retrieve a paginated list of employees.
List Estimate Comments & History
ZOHO_BOOKS_LIST_ESTIMATE_COMMENTS_AND_HISTORYTool to retrieve comments and history for a specific estimate.
List Estimate Templates
ZOHO_BOOKS_LIST_ESTIMATE_TEMPLATESTool to retrieve a list of estimate templates.
List Estimates
ZOHO_BOOKS_LIST_ESTIMATESTool to retrieve a paginated list of estimates with optional filters.
List Expense Comments
ZOHO_BOOKS_LIST_EXPENSE_COMMENTSTool to retrieve history and comments for a specific expense.
List Expenses
ZOHO_BOOKS_LIST_EXPENSESTool to retrieve a paginated list of expenses with filters and search.
List Fixed Asset Types
ZOHO_BOOKS_LIST_FIXED_ASSET_TYPESTool to retrieve a paginated list of fixed asset types from Zoho Books.
List Fixed Assets
ZOHO_BOOKS_LIST_FIXED_ASSETSTool to retrieve a paginated list of fixed assets from Zoho Books.
List Invoice Comments and History
ZOHO_BOOKS_LIST_INVOICE_COMMENTS_AND_HISTORYTool to list comments and history entries for an invoice.
List Invoice Credits Applied
ZOHO_BOOKS_LIST_INVOICE_CREDITS_APPLIEDTool to list credit notes applied to an invoice.
List Invoice Payments
ZOHO_BOOKS_LIST_INVOICE_PAYMENTSTool to list payments recorded against an invoice.
List Invoice Templates
ZOHO_BOOKS_LIST_INVOICE_TEMPLATESTool to retrieve a list of invoice templates.
List Invoices
ZOHO_BOOKS_LIST_INVOICESTool to retrieve a paginated list of invoices with filters and search.
List Item Details
ZOHO_BOOKS_LIST_ITEM_DETAILSTool to bulk fetch details for multiple items from Zoho Books using their IDs.
List Items
ZOHO_BOOKS_LIST_ITEMSTool to retrieve a paginated list of items from Zoho Books.
List Journal Templates
ZOHO_BOOKS_LIST_JOURNAL_TEMPLATESTool to list journal templates with pagination.
List Locations
ZOHO_BOOKS_LIST_LOCATIONSTool to list all locations in the organization.
List Organizations
ZOHO_BOOKS_LIST_ORGANIZATIONSTool to list all organizations for the authenticated user.
List Project Users
ZOHO_BOOKS_LIST_PROJECT_USERSTool to retrieve all users assigned to a project.
List Projects
ZOHO_BOOKS_LIST_PROJECTSTool to retrieve a paginated list of projects with optional filters.
List Purchase Orders
ZOHO_BOOKS_LIST_PURCHASE_ORDERSTool to retrieve a paginated list of purchase orders.
List Recurring Bill History
ZOHO_BOOKS_LIST_RECURRING_BILL_HISTORYTool to list comments and history entries for a recurring bill.
List Recurring Invoice History
ZOHO_BOOKS_LIST_RECURRING_INVOICE_HISTORYTool to retrieve comments and history for a specific recurring invoice.
List Reporting Tags
ZOHO_BOOKS_LIST_REPORTING_TAGSTool to retrieve all reporting tags from Zoho Books.
List Retainer Invoices
ZOHO_BOOKS_LIST_RETAINER_INVOICESTool to retrieve a paginated list of retainer invoices with filters and sorting.
List Sales Order Comments & History
ZOHO_BOOKS_LIST_SALES_ORDER_COMMENTS_AND_HISTORYTool to list comments and history entries for a sales order.
List Sales Orders
ZOHO_BOOKS_LIST_SALES_ORDERSTool to retrieve a paginated list of sales orders.
List Sales Receipts
ZOHO_BOOKS_LIST_SALES_RECEIPTSTool to retrieve a paginated list of sales receipts with filters.
List Tasks
ZOHO_BOOKS_LIST_TASKSTool to retrieve a paginated list of tasks for a specific project.
List Tax Exemptions
ZOHO_BOOKS_LIST_TAX_EXEMPTIONSTool to retrieve a list of tax exemptions from Zoho Books.
List Taxes
ZOHO_BOOKS_LIST_TAXESTool to retrieve a paginated list of taxes.
List Users
ZOHO_BOOKS_LIST_USERSTool to retrieve a paginated list of users.
List Vendor Credit Refunds
ZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDSTool to retrieve a paginated list of vendor credit refunds with filters.
List Vendor Credit Refunds
ZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDS2Tool to list refunds of a specific vendor credit.
List Vendor Credits
ZOHO_BOOKS_LIST_VENDOR_CREDITSTool to retrieve a paginated list of vendor credits with filters and search.
List Vendor Payment Refunds
ZOHO_BOOKS_LIST_VENDOR_PAYMENT_REFUNDSTool to list refunds of a vendor payment.
List Vendor Payments
ZOHO_BOOKS_LIST_VENDOR_PAYMENTSTool to retrieve a paginated list of vendor payments with filters and search.
Mark Bill Open
ZOHO_BOOKS_MARK_BILL_OPENTool to mark a bill as open.
Mark Bill Void
ZOHO_BOOKS_MARK_BILL_VOIDTool to mark a bill as Void.
Mark Contact as Active
ZOHO_BOOKS_MARK_CONTACT_AS_ACTIVETool to mark a contact as active.
Mark Contact as Inactive
ZOHO_BOOKS_MARK_CONTACT_AS_INACTIVETool to mark a contact as inactive.
Mark Estimate As Sent
ZOHO_BOOKS_MARK_ESTIMATE_AS_SENTTool to mark an estimate as Sent.
Mark Invoice As Sent
ZOHO_BOOKS_MARK_INVOICE_AS_SENTTool to mark an invoice as Sent.
Mark Item as Active
ZOHO_BOOKS_MARK_ITEM_AS_ACTIVETool to mark an item as active.
Mark Item as Inactive
ZOHO_BOOKS_MARK_ITEM_INACTIVETool to mark an item as inactive.
Mark Location Active
ZOHO_BOOKS_MARK_LOCATION_ACTIVETool to mark a location as active.
Mark Location as Inactive
ZOHO_BOOKS_MARK_LOCATION_INACTIVETool to mark a location as inactive.
Mark Location Primary
ZOHO_BOOKS_MARK_LOCATION_PRIMARYTool to mark a location as primary.
Mark Project Active
ZOHO_BOOKS_MARK_PROJECT_ACTIVETool to mark a project as active.
Mark Reporting Tag as Active
ZOHO_BOOKS_MARK_REPORTING_TAG_AS_ACTIVETool to mark a reporting tag as active.
Mark Reporting Tag as Inactive
ZOHO_BOOKS_MARK_REPORTING_TAG_AS_INACTIVETool to mark a reporting tag as inactive.
Mark Reporting Tag Default Option
ZOHO_BOOKS_MARK_REPORTING_TAG_DEFAULT_OPTIONTool to mark an option as default for a reporting tag.
Mark Retainer Invoice Sent
ZOHO_BOOKS_MARK_RETAINER_INVOICE_SENTTool to mark a retainer invoice as Sent.
Mark Sales Order Void
ZOHO_BOOKS_MARK_SALES_ORDER_VOIDTool to mark a sales order as Void.
Mark Tag Option Active
ZOHO_BOOKS_MARK_TAG_OPTION_ACTIVETool to mark a reporting tag option as active.
Mark Tag Option as Inactive
ZOHO_BOOKS_MARK_TAG_OPTION_AS_INACTIVETool to mark a reporting tag option as inactive.
Mark User as Inactive
ZOHO_BOOKS_MARK_USER_INACTIVETool to mark a user as inactive in Zoho Books.
Mark Vendor Credit Void
ZOHO_BOOKS_MARK_VENDOR_CREDIT_VOIDTool to void a vendor credit.
Open Sales Order
ZOHO_BOOKS_OPEN_SALES_ORDERTool to mark a sales order as Open.
Resume Recurring Invoice
ZOHO_BOOKS_RESUME_RECURRING_INVOICETool to resume a recurring invoice.
Send Bulk Invoice Reminder
ZOHO_BOOKS_SEND_BULK_INVOICE_REMINDERTool to send payment reminders for multiple invoices at once.
Send Contact Email
ZOHO_BOOKS_SEND_CONTACT_EMAILTool to send an email to a contact in Zoho Books.
Send Payment Reminder
ZOHO_BOOKS_REMIND_CUSTOMER_INVOICETool to send a payment reminder for an invoice.
Stop Recurring Invoice
ZOHO_BOOKS_STOP_RECURRING_INVOICETool to stop a recurring invoice.
Untrack Contact 1099
ZOHO_BOOKS_UNTRACK_CONTACT1099Tool to untrack a contact for 1099 reporting.
Update Bank Transaction
ZOHO_BOOKS_UPDATE_BANK_TRANSACTIONTool to update an existing bank transaction in Zoho Books.
Update Contact
ZOHO_BOOKS_UPDATE_CONTACTTool to update details of a contact.
Update Contact Person
ZOHO_BOOKS_UPDATE_CONTACT_PERSONTool to update an existing contact person in Zoho Books.
Update Credit Note Refund
ZOHO_BOOKS_UPDATE_CREDIT_NOTE_REFUNDTool to update details of a specific credit note refund.
Update Currency
ZOHO_BOOKS_UPDATE_CURRENCYTool to update an existing currency in Zoho Books.
Update Custom Fields in Item
ZOHO_BOOKS_UPDATE_CUSTOM_FIELDS_IN_ITEMTool to update custom field values in an existing item.
Update Estimate
ZOHO_BOOKS_UPDATE_ESTIMATETool to update an existing estimate (quote).
Update Estimate Billing Address
ZOHO_BOOKS_UPDATE_ESTIMATE_BILLING_ADDRESSTool to update the billing address of an estimate.
Update Estimate Shipping Address
ZOHO_BOOKS_UPDATE_ESTIMATE_SHIPPING_ADDRESSTool to update the shipping address for an estimate.
Update Estimate Template
ZOHO_BOOKS_UPDATE_ESTIMATE_TEMPLATETool to update the template associated with an estimate.
Update Invoice
ZOHO_BOOKS_UPDATE_INVOICETool to update details of a specific invoice.
Update Invoice Attachment Preference
ZOHO_BOOKS_UPDATE_INVOICE_ATTACHMENT_PREFERENCETool to update attachment preference for an invoice.
Update Invoice Billing Address
ZOHO_BOOKS_UPDATE_INVOICE_BILLING_ADDRESSTool to update the billing address of an invoice.
Update Invoice Shipping Address
ZOHO_BOOKS_UPDATE_INVOICE_SHIPPING_ADDRESSTool to update the shipping address of a specific invoice.
Update Invoice Template
ZOHO_BOOKS_UPDATE_INVOICE_TEMPLATETool to update the template associated with an invoice.
Update Item
ZOHO_BOOKS_UPDATE_ITEMTool to update details of a specific item.
Update Journal
ZOHO_BOOKS_UPDATE_JOURNALTool to update a journal entry in Zoho Books.
Update Location
ZOHO_BOOKS_UPDATE_LOCATIONTool to update an existing location in Zoho Books.
Update Organization
ZOHO_BOOKS_UPDATE_ORGANIZATIONTool to update an organization's settings and details.
Update Project
ZOHO_BOOKS_UPDATE_PROJECTTool to update a project in Zoho Books.
Update Project User
ZOHO_BOOKS_UPDATE_PROJECT_USERTool to update a user's details in a project.
Update Purchase Order Billing Address
ZOHO_BOOKS_UPDATE_PURCHASE_ORDER_BILLING_ADDRESSTool to update the billing address of a purchase order.
Update Purchase Order Comment
ZOHO_BOOKS_UPDATE_PURCHASE_ORDER_COMMENTTool to update a comment on a purchase order.
Update Recurring Bill
ZOHO_BOOKS_UPDATE_RECURRING_BILLTool to update a recurring bill in Zoho Books.
Update Recurring Invoice Template
ZOHO_BOOKS_UPDATE_RECURRING_INVOICE_TEMPLATETool to update the template associated with a recurring invoice.
Update Reporting Tag
ZOHO_BOOKS_UPDATE_REPORTING_TAGTool to update an existing reporting tag in Zoho Books.
Update Reporting Tag Options
ZOHO_BOOKS_UPDATE_REPORTING_TAG_OPTIONSTool to update reporting tag options in Zoho Books.
Update Sales Order
ZOHO_BOOKS_UPDATE_SALES_ORDERTool to update a specific sales order.
Update Sales Order Attachment Preference
ZOHO_BOOKS_UPDATE_SALES_ORDER_ATTACHMENT_PREFERENCETool to update attachment preference for a sales order.
Update Sales Order Billing Address
ZOHO_BOOKS_UPDATE_SALES_ORDER_BILLING_ADDRESSTool to update the billing address of a sales order.
Update Sales Order Shipping Address
ZOHO_BOOKS_UPDATE_SALES_ORDER_SHIPPING_ADDRESSTool to update the shipping address of a specific sales order.
Update Sales Order Template
ZOHO_BOOKS_UPDATE_SALES_ORDER_TEMPLATETool to update the template associated with a sales order.
Update User
ZOHO_BOOKS_UPDATE_USERTool to update an existing user in Zoho Books.
Update Vendor Bill
ZOHO_BOOKS_UPDATE_BILLTool to update a vendor bill.
Update Vendor Payment Refund
ZOHO_BOOKS_UPDATE_VENDOR_PAYMENT_REFUNDTool to update a vendor payment refund in Zoho Books.
Void Invoice
ZOHO_BOOKS_VOID_INVOICETool to mark an invoice as Void.
Write Off Invoice
ZOHO_BOOKS_WRITE_OFF_INVOICETool to write off an invoice.
Drop a trigger and an action into a template; approve from your phone; the workflow runs.