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Zoho Books

Invoices, bills, payments and customer statements.

What it does

Reads and writes invoices, bills and payments in Zoho Books. The accounting half, and the one that turns an agent's work into something a bookkeeper accepts.

What you need

An account with Zoho Books that you are entitled to authorise, and a moment in a browser. You do not need an API key: connecting sends you to Zoho Books's own sign-in and consent screen, and what comes back is an authorisation rather than a password. RAiN never sees your password, and the authorisation is held by our integration provider on our instructions — see the Integrations & Connected Accounts notice for what that means.

Connecting it

Connections belong to one project. A system built for one client never acts on another client's account, and a package handed to a business runs on theirs — so the same integration is connected again, separately, for each project that needs it.

  1. Open the project and stay on the Visual Editor tab.
  2. Open the Tools & Integrations rail on the right.
  3. Find Zoho Books and press Connect.
  4. Authorise in the window that opens, then come back. The rail will show it as connected.

The consent link is good for about twenty minutes. If you leave it and come back tomorrow, press Connect again rather than reusing the old tab.

To stop it, press Disconnect. That ends this project's access immediately. You can also revoke it from Zoho Books's own security settings, which works even if you never open RAiN again.

What an agent can do with it

64 actions are available once connected, 1 of which delete things and are marked where they appear. They appear in the tool list for this project only — a project that has not connected Zoho Books is never offered them.

Action What it does
zoho_books_apply_credit_note_to_invoice Apply Credit Note to Invoice
zoho_books_apply_credits_to_invoice Apply Credits to Invoice
zoho_books_convert_purchase_order_to_bill Convert Purchase Order To Bill
zoho_books_create_bank_account Create Bank Account
zoho_books_create_rule Create Bank Account Rule
zoho_books_create_bank_transaction Create Bank Transaction
zoho_books_create_chart_of_account Create Chart Of Account
zoho_books_create_contact Create Contact
zoho_books_create_employee Create Employee
zoho_books_create_expense Create Expense
zoho_books_create_invoice_from_salesorder Create Invoice From Sales Order
zoho_books_create_item Create Item
zoho_books_create_journal Create Journal
zoho_books_create_location Create Location
… and 50 more, all listed in the rail

Tick the ones an agent may use, or choose one in an Action step to run it exactly as written with no model involved.

A worked example

When a Paystack payment is verified, an agent marks the matching Zoho Books invoice paid and files the reference, so reconciliation is done by the time anybody looks.

When it goes wrong

An organisation id is required on nearly every action. Take it once from a list action and keep it in the step.

See also