Zoho Books
Aynı zamanda bir ajan aracıZoho 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.
112 eylemler · 1 tetikleyiciler
Zoho Books entegrasyonu — 112 aksiyon ve 1 tetikleyici ile Zoho Books'ı otomasyonlarına bağla; her aksiyon aynı zamanda bir AI agent aracı. Örnek: List Organizations, Get Organization, Update Organization, Get Current User, List Users. Boş bir tuvalde uğraşmadan — bağla ve workflow'larında kullan.
Aşağıdaki her eylem, bir AI ajanının da çağırabileceği bir araçtır — aynı pack hem iş akışlarınızı hem ajanlarınızı çalıştırır.
Tetikleyiciler 1
Zoho Books üzerinde bir iş akışını başlatabilen olaylar.
Invoice created or updated
Fires when a Zoho Books invoice is added or changed since the last poll.
Eylemler 112
Zervanor'un Zoho Books üzerinde yapabilecekleri.
Contacts13
List Contacts
List contacts — customers and vendors (Zoho: GET /contacts).
Get Contact
Get a contact (Zoho: GET /contacts/{contact_id}).
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).
Update Contact
Update a contact (Zoho: PUT /contacts/{contact_id}).
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.
Mark Contact Active
Mark a contact as active (Zoho: POST /contacts/{contact_id}/active).
Mark Contact Inactive
Mark a contact as inactive (Zoho: POST /contacts/{contact_id}/inactive).
Email Contact
Email a contact (Zoho: POST /contacts/{contact_id}/email).
List Contact Persons
List contact persons of a contact (Zoho: GET /contacts/{contact_id}/contactpersons).
Create Contact Person
Create a contact person (Zoho: POST /contacts/{contact_id}/contactpersons).
Get Contact Person
Get a contact person (Zoho: GET /contacts/contactpersons/{contact_person_id}).
Update Contact Person
Update a contact person (Zoho: PUT /contacts/contactpersons/{contact_person_id}).
Delete Contact Person
Delete a contact person (Zoho: DELETE /contacts/contactpersons/{contact_person_id}).
Invoices8
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 Invoice
Get an invoice (Zoho: GET /invoices/{invoice_id}).
Create Invoice
Create an invoice (Zoho: POST /invoices).
Update Invoice
Update an invoice (Zoho: PUT /invoices/{invoice_id}).
Delete Invoice
Delete an invoice (Zoho: DELETE /invoices/{invoice_id}).
Mark Invoice as Sent
Mark an invoice as sent (Zoho: POST /invoices/{invoice_id}/status/sent).
Void Invoice
Void an invoice (Zoho: POST /invoices/{invoice_id}/status/void).
Email Invoice
Email an invoice to the customer (Zoho: POST /invoices/{invoice_id}/email).
Estimates7
List Estimates
List estimates (Zoho: GET /estimates).
Get Estimate
Get an estimate (Zoho: GET /estimates/{estimate_id}).
Create Estimate
Create an estimate (Zoho: POST /estimates).
Update Estimate
Update an estimate (Zoho: PUT /estimates/{estimate_id}).
Delete Estimate
Delete an estimate (Zoho: DELETE /estimates/{estimate_id}).
Mark Estimate as Sent
Mark an estimate as sent (Zoho: POST /estimates/{estimate_id}/status/sent).
Email Estimate
Email an estimate (Zoho: POST /estimates/{estimate_id}/email).
Recurringinvoices7
List Recurring Invoices
List recurring invoices (Zoho: GET /recurringinvoices).
Get Recurring Invoice
Get a recurring invoice (Zoho: GET /recurringinvoices/{recurring_invoice_id}).
Create Recurring Invoice
Create a recurring invoice (Zoho: POST /recurringinvoices).
Update Recurring Invoice
Update a recurring invoice (Zoho: PUT /recurringinvoices/{recurring_invoice_id}).
Delete Recurring Invoice
Delete a recurring invoice (Zoho: DELETE /recurringinvoices/{recurring_invoice_id}).
Stop Recurring Invoice
Stop a recurring invoice (Zoho: POST /recurringinvoices/{recurring_invoice_id}/status/stop).
Resume Recurring Invoice
Resume a recurring invoice (Zoho: POST /recurringinvoices/{recurring_invoice_id}/status/resume).
Bills5
List Bills
List bills (Zoho: GET /bills).
Get Bill
Get a bill (Zoho: GET /bills/{bill_id}).
Create Bill
Create a bill (Zoho: POST /bills).
Update Bill
Update a bill (Zoho: PUT /bills/{bill_id}).
Delete Bill
Delete a bill (Zoho: DELETE /bills/{bill_id}).
Chartofaccounts5
List Chart of Accounts
List accounts in the chart of accounts (Zoho: GET /chartofaccounts).
Get Account
Get a chart-of-accounts account (Zoho: GET /chartofaccounts/{account_id}).
Create Account
Create a chart-of-accounts account (Zoho: POST /chartofaccounts).
Update Account
Update a chart-of-accounts account (Zoho: PUT /chartofaccounts/{account_id}).
Delete Account
Delete a chart-of-accounts account (Zoho: DELETE /chartofaccounts/{account_id}).
Creditnotes5
List Credit Notes
List credit notes (Zoho: GET /creditnotes).
Get Credit Note
Get a credit note (Zoho: GET /creditnotes/{creditnote_id}).
Create Credit Note
Create a credit note (Zoho: POST /creditnotes).
Update Credit Note
Update a credit note (Zoho: PUT /creditnotes/{creditnote_id}).
Delete Credit Note
Delete a credit note (Zoho: DELETE /creditnotes/{creditnote_id}).
Customerpayments5
List Customer Payments
List customer payments (Zoho: GET /customerpayments).
Get Customer Payment
Get a customer payment (Zoho: GET /customerpayments/{payment_id}).
Create Customer Payment
Record a customer payment (Zoho: POST /customerpayments).
Update Customer Payment
Update a customer payment (Zoho: PUT /customerpayments/{payment_id}).
Delete Customer Payment
Delete a customer payment (Zoho: DELETE /customerpayments/{payment_id}).
Expenses5
List Expenses
List expenses (Zoho: GET /expenses).
Get Expense
Get an expense (Zoho: GET /expenses/{expense_id}).
Create Expense
Create an expense (Zoho: POST /expenses).
Update Expense
Update an expense (Zoho: PUT /expenses/{expense_id}).
Delete Expense
Delete an expense (Zoho: DELETE /expenses/{expense_id}).
Items5
List Items
List items (Zoho: GET /items).
Get Item
Get an item (Zoho: GET /items/{item_id}).
Create Item
Create an item (Zoho: POST /items).
Update Item
Update an item (Zoho: PUT /items/{item_id}).
Delete Item
Delete an item (Zoho: DELETE /items/{item_id}).
Journals5
List Journals
List manual journals (Zoho: GET /journals).
Get Journal
Get a journal (Zoho: GET /journals/{journal_id}).
Create Journal
Create a manual journal (Zoho: POST /journals).
Update Journal
Update a journal (Zoho: PUT /journals/{journal_id}).
Delete Journal
Delete a journal (Zoho: DELETE /journals/{journal_id}).
Projects5
List Projects
List projects (Zoho: GET /projects).
Get Project
Get a project (Zoho: GET /projects/{project_id}).
Create Project
Create a project (Zoho: POST /projects).
Update Project
Update a project (Zoho: PUT /projects/{project_id}).
Delete Project
Delete a project (Zoho: DELETE /projects/{project_id}).
Purchaseorders5
List Purchase Orders
List purchase orders (Zoho: GET /purchaseorders).
Get Purchase Order
Get a purchase order (Zoho: GET /purchaseorders/{purchaseorder_id}).
Create Purchase Order
Create a purchase order (Zoho: POST /purchaseorders).
Update Purchase Order
Update a purchase order (Zoho: PUT /purchaseorders/{purchaseorder_id}).
Delete Purchase Order
Delete a purchase order (Zoho: DELETE /purchaseorders/{purchaseorder_id}).
Salesorders5
List Sales Orders
List sales orders (Zoho: GET /salesorders).
Get Sales Order
Get a sales order (Zoho: GET /salesorders/{salesorder_id}).
Create Sales Order
Create a sales order (Zoho: POST /salesorders).
Update Sales Order
Update a sales order (Zoho: PUT /salesorders/{salesorder_id}).
Delete Sales Order
Delete a sales order (Zoho: DELETE /salesorders/{salesorder_id}).
Settings5
List Taxes
List taxes (Zoho: GET /settings/taxes).
Get Tax
Get a tax (Zoho: GET /settings/taxes/{tax_id}).
Create Tax
Create a tax (Zoho: POST /settings/taxes).
Update Tax
Update a tax (Zoho: PUT /settings/taxes/{tax_id}).
Delete Tax
Delete a tax (Zoho: DELETE /settings/taxes/{tax_id}).
Banktransactions4
List Bank Transactions
List bank transactions (Zoho: GET /banktransactions).
Get Bank Transaction
Get a bank transaction (Zoho: GET /banktransactions/{bank_transaction_id}).
Create Bank Transaction
Create a bank transaction (Zoho: POST /banktransactions).
Delete Bank Transaction
Delete a bank transaction (Zoho: DELETE /banktransactions/{bank_transaction_id}).
Users4
Get Current User
Get the current (authenticated) user (Zoho: GET /users/me). Requires organization_id.
List Users
List users of the organization (Zoho: GET /users).
Get User
Get a user (Zoho: GET /users/{user_id}).
Create User
Create a user (Zoho: POST /users).
Vendorcredits4
List Vendor Credits
List vendor credits (Zoho: GET /vendorcredits).
Get Vendor Credit
Get a vendor credit (Zoho: GET /vendorcredits/{vendor_credit_id}).
Create Vendor Credit
Create a vendor credit (Zoho: POST /vendorcredits).
Delete Vendor Credit
Delete a vendor credit (Zoho: DELETE /vendorcredits/{vendor_credit_id}).
Vendorpayments4
List Vendor Payments
List vendor payments (Zoho: GET /vendorpayments).
Get Vendor Payment
Get a vendor payment (Zoho: GET /vendorpayments/{payment_id}).
Create Vendor Payment
Record a vendor payment (Zoho: POST /vendorpayments).
Delete Vendor Payment
Delete a vendor payment (Zoho: DELETE /vendorpayments/{payment_id}).
Bankaccounts3
List Bank Accounts
List bank and credit-card accounts (Zoho: GET /bankaccounts).
Get Bank Account
Get a bank account (Zoho: GET /bankaccounts/{account_id}).
Create Bank Account
Create a bank or credit-card account (Zoho: POST /bankaccounts).
Organizations3
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 Organization
Get an organization's details (Zoho: GET /organizations/{organization_id}).
Update Organization
Update an organization's profile (Zoho: PUT /organizations/{organization_id}).
Aramanızla eşleşen bir şey yok.
Zoho Books kullanan Çözüm Şablonları
Zoho Books ile kendi otomasyonunu görsel tasarımcıda kur.
Sıkça sorulan sorular
Zoho Books ile neler otomatikleştirebilirim?
112 aksiyon var — örneğin: List Organizations, Get Organization, Update Organization, Get Current User, List Users ve daha fazlası.
Hangi Zoho Books olayları bir workflow başlatabilir?
1 tetikleyici — örneğin: Invoice created or updated.
Zoho Books bir AI agent aracı olarak kullanılabilir mi?
Evet. Zoho Books'ın her aksiyonu otomatik olarak bir AI agent aracına dönüşür — aynı pack hem workflow'larını hem agent'larını besler.
Zoho Books entegrasyonu nasıl modellenir?
Zoho Books sürümlü bir connector pack olarak modellenir; muhakeme gerektiren adımlar workflow'larla aynı runtime'da barınan first-party agent'lara düşer.