Zoho Books

Also an agent tool

finance-billing

Zoho Books API v3 (cloud accounting) integration. OAuth 2.0 (authorization-code + offline refresh) with the custom Authorization: Zoho-oauthtoken <token> scheme via oauth_config.token_value_prefix (ADR-033 — NOT Bearer) and a datacenter-specific API host via {config.api_base_url} base-URL templating (ADR-030; e.g. https://www.zohoapis.com/books/v3 for US, .eu/.in/.com.au/... per region). Zoho Books requires the organization_id query parameter on every org-scoped call, so every org-scoped action declares a required organization_id query parameter sourced from connector.config.organization_id (zoho-books-03); the connectivity read target list_organizations (GET /organizations) is organization_id-free. Covers the v1 core AR/AP surface: Organizations, Users, Contacts + Contact Persons, Estimates, Sales Orders, Invoices, Recurring Invoices, Credit Notes, Customer Payments, Expenses, Bills, Purchase Orders, Vendor Credits, Vendor Payments, Items, Chart of Accounts, Journals, Bank Accounts, Bank Transactions, Projects, and Taxes, plus key sub-actions (mark-as-sent, email, void, active/inactive). Triggers are polling-only on last_modified_time (Zoho Books webhooks are operator-configured, payload-variable, and signed with a custom canonicalized HMAC matching no registered handler — zoho-books-04); list_invoices carries the polling{} block. Per-datacenter OAuth authorization_url/token_url default to the .com accounts host; non-US tenants need a per-instance OAuth-flow override (zoho-books-08). Secondary settings/catalog modules (Sales Receipts, Retainer Invoices, Delivery Challans, Packages, Price Lists, Currencies, Fixed Assets, Reporting Tags, Custom Modules, etc.) are deferred for v1.

Provider API docs ↗

112 actions · 1 triggers

The Zoho Books integration lets you connect Zoho Books to your automations with 112 actions and 1 triggers — and every action is also a tool an AI agent can call. Examples: List Organizations, Get Organization, Update Organization, Get Current User, List Users. No blank-canvas wiring — connect it and use it in your workflows.

Every action below is also a tool an AI agent can call — the same pack powers your workflows and your agents.

Triggers 1

Events in Zoho Books that can start a workflow.

polling

Invoice created or updated

Fires when a Zoho Books invoice is added or changed since the last poll.

Actions 112

What Zervanor can do in Zoho Books.

Contacts13

GET

List Contacts

List contacts — customers and vendors (Zoho: GET /contacts).

GET

Get Contact

Get a contact (Zoho: GET /contacts/{contact_id}).

POST

Create Contact

Create a contact — customer or vendor (Zoho: POST /contacts). The create response wraps the new entity under a contact key; the id is contact.contact_id. Connector WRITE test target (paired with delete_contact cleanup).

PUT

Update Contact

Update a contact (Zoho: PUT /contacts/{contact_id}).

DELETE

Delete Contact

Delete a contact (Zoho: DELETE /contacts/{contact_id}). Connector CLEANUP test target — reverses create_contact so the reference org stays clean. Also requires organization_id query.

POST

Mark Contact Active

Mark a contact as active (Zoho: POST /contacts/{contact_id}/active).

POST

Mark Contact Inactive

Mark a contact as inactive (Zoho: POST /contacts/{contact_id}/inactive).

POST

Email Contact

Email a contact (Zoho: POST /contacts/{contact_id}/email).

GET

List Contact Persons

List contact persons of a contact (Zoho: GET /contacts/{contact_id}/contactpersons).

POST

Create Contact Person

Create a contact person (Zoho: POST /contacts/{contact_id}/contactpersons).

GET

Get Contact Person

Get a contact person (Zoho: GET /contacts/contactpersons/{contact_person_id}).

PUT

Update Contact Person

Update a contact person (Zoho: PUT /contacts/contactpersons/{contact_person_id}).

DELETE

Delete Contact Person

Delete a contact person (Zoho: DELETE /contacts/contactpersons/{contact_person_id}).

Invoices8

GET

List Invoices

List invoices (Zoho: GET /invoices). Carries the polling{} block: the connector's change-detection trigger polls on last_modified_time (Zoho Books has no usable signed webhook — zoho-books-04).

GET

Get Invoice

Get an invoice (Zoho: GET /invoices/{invoice_id}).

POST

Create Invoice

Create an invoice (Zoho: POST /invoices).

PUT

Update Invoice

Update an invoice (Zoho: PUT /invoices/{invoice_id}).

DELETE

Delete Invoice

Delete an invoice (Zoho: DELETE /invoices/{invoice_id}).

POST

Mark Invoice as Sent

Mark an invoice as sent (Zoho: POST /invoices/{invoice_id}/status/sent).

POST

Void Invoice

Void an invoice (Zoho: POST /invoices/{invoice_id}/status/void).

POST

Email Invoice

Email an invoice to the customer (Zoho: POST /invoices/{invoice_id}/email).

Estimates7

GET

List Estimates

List estimates (Zoho: GET /estimates).

GET

Get Estimate

Get an estimate (Zoho: GET /estimates/{estimate_id}).

POST

Create Estimate

Create an estimate (Zoho: POST /estimates).

PUT

Update Estimate

Update an estimate (Zoho: PUT /estimates/{estimate_id}).

DELETE

Delete Estimate

Delete an estimate (Zoho: DELETE /estimates/{estimate_id}).

POST

Mark Estimate as Sent

Mark an estimate as sent (Zoho: POST /estimates/{estimate_id}/status/sent).

POST

Email Estimate

Email an estimate (Zoho: POST /estimates/{estimate_id}/email).

Recurringinvoices7

GET

List Recurring Invoices

List recurring invoices (Zoho: GET /recurringinvoices).

GET

Get Recurring Invoice

Get a recurring invoice (Zoho: GET /recurringinvoices/{recurring_invoice_id}).

POST

Create Recurring Invoice

Create a recurring invoice (Zoho: POST /recurringinvoices).

PUT

Update Recurring Invoice

Update a recurring invoice (Zoho: PUT /recurringinvoices/{recurring_invoice_id}).

DELETE

Delete Recurring Invoice

Delete a recurring invoice (Zoho: DELETE /recurringinvoices/{recurring_invoice_id}).

POST

Stop Recurring Invoice

Stop a recurring invoice (Zoho: POST /recurringinvoices/{recurring_invoice_id}/status/stop).

POST

Resume Recurring Invoice

Resume a recurring invoice (Zoho: POST /recurringinvoices/{recurring_invoice_id}/status/resume).

Bills5

GET

List Bills

List bills (Zoho: GET /bills).

GET

Get Bill

Get a bill (Zoho: GET /bills/{bill_id}).

POST

Create Bill

Create a bill (Zoho: POST /bills).

PUT

Update Bill

Update a bill (Zoho: PUT /bills/{bill_id}).

DELETE

Delete Bill

Delete a bill (Zoho: DELETE /bills/{bill_id}).

Chartofaccounts5

GET

List Chart of Accounts

List accounts in the chart of accounts (Zoho: GET /chartofaccounts).

GET

Get Account

Get a chart-of-accounts account (Zoho: GET /chartofaccounts/{account_id}).

POST

Create Account

Create a chart-of-accounts account (Zoho: POST /chartofaccounts).

PUT

Update Account

Update a chart-of-accounts account (Zoho: PUT /chartofaccounts/{account_id}).

DELETE

Delete Account

Delete a chart-of-accounts account (Zoho: DELETE /chartofaccounts/{account_id}).

Creditnotes5

GET

List Credit Notes

List credit notes (Zoho: GET /creditnotes).

GET

Get Credit Note

Get a credit note (Zoho: GET /creditnotes/{creditnote_id}).

POST

Create Credit Note

Create a credit note (Zoho: POST /creditnotes).

PUT

Update Credit Note

Update a credit note (Zoho: PUT /creditnotes/{creditnote_id}).

DELETE

Delete Credit Note

Delete a credit note (Zoho: DELETE /creditnotes/{creditnote_id}).

Customerpayments5

GET

List Customer Payments

List customer payments (Zoho: GET /customerpayments).

GET

Get Customer Payment

Get a customer payment (Zoho: GET /customerpayments/{payment_id}).

POST

Create Customer Payment

Record a customer payment (Zoho: POST /customerpayments).

PUT

Update Customer Payment

Update a customer payment (Zoho: PUT /customerpayments/{payment_id}).

DELETE

Delete Customer Payment

Delete a customer payment (Zoho: DELETE /customerpayments/{payment_id}).

Expenses5

GET

List Expenses

List expenses (Zoho: GET /expenses).

GET

Get Expense

Get an expense (Zoho: GET /expenses/{expense_id}).

POST

Create Expense

Create an expense (Zoho: POST /expenses).

PUT

Update Expense

Update an expense (Zoho: PUT /expenses/{expense_id}).

DELETE

Delete Expense

Delete an expense (Zoho: DELETE /expenses/{expense_id}).

Items5

GET

List Items

List items (Zoho: GET /items).

GET

Get Item

Get an item (Zoho: GET /items/{item_id}).

POST

Create Item

Create an item (Zoho: POST /items).

PUT

Update Item

Update an item (Zoho: PUT /items/{item_id}).

DELETE

Delete Item

Delete an item (Zoho: DELETE /items/{item_id}).

Journals5

GET

List Journals

List manual journals (Zoho: GET /journals).

GET

Get Journal

Get a journal (Zoho: GET /journals/{journal_id}).

POST

Create Journal

Create a manual journal (Zoho: POST /journals).

PUT

Update Journal

Update a journal (Zoho: PUT /journals/{journal_id}).

DELETE

Delete Journal

Delete a journal (Zoho: DELETE /journals/{journal_id}).

Projects5

GET

List Projects

List projects (Zoho: GET /projects).

GET

Get Project

Get a project (Zoho: GET /projects/{project_id}).

POST

Create Project

Create a project (Zoho: POST /projects).

PUT

Update Project

Update a project (Zoho: PUT /projects/{project_id}).

DELETE

Delete Project

Delete a project (Zoho: DELETE /projects/{project_id}).

Purchaseorders5

GET

List Purchase Orders

List purchase orders (Zoho: GET /purchaseorders).

GET

Get Purchase Order

Get a purchase order (Zoho: GET /purchaseorders/{purchaseorder_id}).

POST

Create Purchase Order

Create a purchase order (Zoho: POST /purchaseorders).

PUT

Update Purchase Order

Update a purchase order (Zoho: PUT /purchaseorders/{purchaseorder_id}).

DELETE

Delete Purchase Order

Delete a purchase order (Zoho: DELETE /purchaseorders/{purchaseorder_id}).

Salesorders5

GET

List Sales Orders

List sales orders (Zoho: GET /salesorders).

GET

Get Sales Order

Get a sales order (Zoho: GET /salesorders/{salesorder_id}).

POST

Create Sales Order

Create a sales order (Zoho: POST /salesorders).

PUT

Update Sales Order

Update a sales order (Zoho: PUT /salesorders/{salesorder_id}).

DELETE

Delete Sales Order

Delete a sales order (Zoho: DELETE /salesorders/{salesorder_id}).

Settings5

GET

List Taxes

List taxes (Zoho: GET /settings/taxes).

GET

Get Tax

Get a tax (Zoho: GET /settings/taxes/{tax_id}).

POST

Create Tax

Create a tax (Zoho: POST /settings/taxes).

PUT

Update Tax

Update a tax (Zoho: PUT /settings/taxes/{tax_id}).

DELETE

Delete Tax

Delete a tax (Zoho: DELETE /settings/taxes/{tax_id}).

Banktransactions4

GET

List Bank Transactions

List bank transactions (Zoho: GET /banktransactions).

GET

Get Bank Transaction

Get a bank transaction (Zoho: GET /banktransactions/{bank_transaction_id}).

POST

Create Bank Transaction

Create a bank transaction (Zoho: POST /banktransactions).

DELETE

Delete Bank Transaction

Delete a bank transaction (Zoho: DELETE /banktransactions/{bank_transaction_id}).

Users4

GET

Get Current User

Get the current (authenticated) user (Zoho: GET /users/me). Requires organization_id.

GET

List Users

List users of the organization (Zoho: GET /users).

GET

Get User

Get a user (Zoho: GET /users/{user_id}).

POST

Create User

Create a user (Zoho: POST /users).

Vendorcredits4

GET

List Vendor Credits

List vendor credits (Zoho: GET /vendorcredits).

GET

Get Vendor Credit

Get a vendor credit (Zoho: GET /vendorcredits/{vendor_credit_id}).

POST

Create Vendor Credit

Create a vendor credit (Zoho: POST /vendorcredits).

DELETE

Delete Vendor Credit

Delete a vendor credit (Zoho: DELETE /vendorcredits/{vendor_credit_id}).

Vendorpayments4

GET

List Vendor Payments

List vendor payments (Zoho: GET /vendorpayments).

GET

Get Vendor Payment

Get a vendor payment (Zoho: GET /vendorpayments/{payment_id}).

POST

Create Vendor Payment

Record a vendor payment (Zoho: POST /vendorpayments).

DELETE

Delete Vendor Payment

Delete a vendor payment (Zoho: DELETE /vendorpayments/{payment_id}).

Bankaccounts3

GET

List Bank Accounts

List bank and credit-card accounts (Zoho: GET /bankaccounts).

GET

Get Bank Account

Get a bank account (Zoho: GET /bankaccounts/{account_id}).

POST

Create Bank Account

Create a bank or credit-card account (Zoho: POST /bankaccounts).

Organizations3

GET

List Organizations

List the Zoho Books organizations the authenticated user belongs to (Zoho: GET /organizations). organization_id-FREE — safe identity/connectivity probe that validates the OAuth token and the Zoho-oauthtoken scheme without needing an organization. Connector READ test target.

GET

Get Organization

Get an organization's details (Zoho: GET /organizations/{organization_id}).

PUT

Update Organization

Update an organization's profile (Zoho: PUT /organizations/{organization_id}).

Automations using Zoho Books

Build your own automation with Zoho Books in the visual builder.

Frequently asked questions

What can I automate with Zoho Books?

112 actions are available — for example: List Organizations, Get Organization, Update Organization, Get Current User, List Users, and more.

Which Zoho Books events can start a workflow?

1 triggers — for example: Invoice created or updated.

Can Zoho Books be used as an AI agent tool?

Yes. Every Zoho Books action automatically becomes a tool an AI agent can call — the same pack powers both your workflows and your agents.

How is the Zoho Books integration modelled?

Zoho Books is modelled as a versioned connector pack, and the steps that need reasoning fall to first-party agents hosted in the same runtime as the workflows.