All connectors
Zoho Books integration
Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem
Connect Zoho Books to Xenition and work with it from chat, from an agent, or on a schedule — alongside every other app you have connected, in one workspace.
What you can do with Zoho Books
Ask in plain language and Xenition calls the right one:
- Accept Estimate — Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate.
- Activate Bank Account — Tool to activate a bank account. Use when you need to reactivate a previously deactivated bank account after confirming its ID.
- Add Bill Attachment — Tool to add an attachment to an existing bill in Zoho Books. Use when you need to attach a file to a bill.
- Add Bill Comment — Tool to add a comment to a bill in Zoho Books. Use when you need to add notes or comments to an existing bill for tracking or collaboration purposes.
- Add Contact Address — Tool to add an additional address to a contact in Zoho Books. Use when you need to add a new shipping, billing, or other address to an existing contact.
- Add Invoice Comment — Tool to add a comment to an invoice. Use when you need to attach notes or comments to an existing invoice.
- Add Project Comment — Tool to add a comment to a project. Use when you need to attach notes or comments to an existing project for tracking or collaboration purposes.
- Add Purchase Order Comment — Tool to add a comment to a purchase order in Zoho Books. Use when you need to add notes or comments to an existing purchase order for tracking or collaboration purposes.
- Add Sales Order Comment — Tool to add a comment to a sales order in Zoho Books. Use when you need to add notes or comments to an existing sales order for tracking or collaboration purposes.
- Add Vendor Credit Comment — Tool to add a comment to a vendor credit. Use when you need to attach notes or comments to an existing vendor credit for tracking or collaboration purposes.
- Apply Credits to Bill — Tool to apply vendor credits to a bill in Zoho Books. Use when you need to apply one or more vendor credits to reduce the outstanding balance of a bill.
- Apply Credits to Invoice — Tool to apply credit notes to an invoice in Zoho Books. Use when you need to apply one or more credit notes to reduce the outstanding balance of an invoice.
- Apply Credit Note to Invoice — Tool to apply a credit note to one or more invoices in Zoho Books. Use when you need to apply available credit from a credit note to reduce the outstanding balance of invoices.
- Bulk Export Invoices PDF — Tool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.
- Bulk Print Invoices — Tool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF for printing.
- Categorize As Customer Payment Refund — Tool to categorize an uncategorized bank transaction as a customer payment refund. Use when you need to link a bank withdrawal to a refund issued to a customer.
- Categorize Uncategorized Transaction — Tool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type and details.
- Clone Project — Tool to clone an existing project. Use when duplicating a project with a new name and optional description.
- Convert Purchase Order To Bill — Tool to retrieve bill data from purchase orders for conversion. Use when you need to convert one or more purchase orders into a bill.
- Create Bank Account — Tool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho Books organization.
- Create Bank Transaction — Tool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs. All IDs (from_account_id, to_account_id, customer_id) must belong to the same organization as organization_id.
- Create Chart Of Account — Tool to create a new chart of account in Zoho Books. Use when you need to add a new account with account type, code, and other details to the organization's chart of accounts.
- Create Contact — Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.
- Create Contact Person — Tool to create a new contact person for an existing contact in Zoho Books. Use when adding an individual to a contact record.
- Create Currency — Tool to create a new currency for an organization. Use when you need to add a new currency to Zoho Books.
- Create Customer Payment Refund — Tool to refund an excess customer payment. Use when a customer has overpaid and needs to receive a refund.
- Create Employee — Tool to create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries.
- Create Exchange Rate — Tool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id.
- Create Expense — Tool to create a new expense in Zoho Books. Use when you need to record business expenses.
- Create Invoice From Sales Order — Tool to create an instant invoice from an existing sales order. Use when you need to convert a sales order to an invoice.
…and 20 more Zoho Books actions available in the workspace.
Give an agent access to Zoho Books
An agent you create can use Zoho Books on your behalf and keep working while you do something else. Every action an agent takes goes through an approval gate first, so nothing touches your Zoho Books account without you agreeing to it.
Other connectors
Frequently asked questions
How do I connect Zoho Books to Xenition?
Open the connectors directory in Xenition, find Zoho Books, and sign in when the authorisation window opens. The connection is managed for you — there is no API key to create, paste or rotate.
What can Xenition do with Zoho Books?
Xenition can run 50 different Zoho Books actions, including Accept Estimate, Activate Bank Account, Add Bill Attachment. You ask in plain language and the right one is called for you.
Can an agent use Zoho Books on my behalf?
Yes. Agents can use Zoho Books while you do something else, and every action passes through an approval gate before it runs.
Is there a free plan?
Yes. Xenition starts free with 25,000 credits a month and no credit card, and all connectors are available on every plan.