← Google Cloud + Zoho Books integrations

Create Estimate with Zoho Books API on New Pub/Sub Messages from Google Cloud API

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New Pub/Sub Messages from the Google Cloud API
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Create Estimate with the Zoho Books API
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Developers Pipedream

Getting Started

This integration creates a workflow with a Google Cloud trigger and Zoho Books action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Pub/Sub Messages trigger
    1. Connect your Google Cloud account
    2. Select a Type
  3. Configure the Create Estimate action
    1. Connect your Zoho Books account
    2. Select a Customer Id
    3. Optional- Select a Currency Id
    4. Optional- Select one or more Contact Persons
    5. Optional- Configure Template Id
    6. Optional- Select a Place Of Supply
    7. Optional- Select a GST Treatment
    8. Optional- Configure GST No
    9. Optional- Configure Estimate Number
    10. Optional- Configure Reference Number
    11. Optional- Configure Date
    12. Optional- Configure Expiry Date
    13. Optional- Configure Exchange Rate
    14. Optional- Configure Discount
    15. Optional- Configure Is Discount Before Tax
    16. Optional- Select a Discount Type
    17. Optional- Configure Is Inclusive Tax
    18. Optional- Configure Custom Body
    19. Optional- Configure Custom Subject
    20. Optional- Configure Salesperson Name
    21. Optional- Configure Custom Fields
    22. Configure Line Items
    23. Optional- Configure Notes
    24. Optional- Configure Terms
    25. Optional- Configure Shipping Charge
    26. Optional- Configure Adjustment
    27. Optional- Configure Adjustment Description
    28. Optional- Select a Tax Id
    29. Optional- Select a Tax Exemption Id
    30. Optional- Select a Tax Authority Id
    31. Optional- Configure Avatax Use Code
    32. Optional- Select a Tax Exemption Id
    33. Optional- Configure VAT Treatment
    34. Optional- Select a Tax Treatment
    35. Optional- Configure Is Reverse Charge Applied.
    36. Optional- Select a Item Id
    37. Optional- Configure Line Item Id
    38. Optional- Configure Name
    39. Optional- Configure Description
    40. Optional- Configure Rate
    41. Optional- Configure Unit
    42. Optional- Configure Quantity
    43. Optional- Configure Project Id
    44. Optional- Configure Accept Retainer
    45. Optional- Configure Retainer Percentage
    46. Optional- Configure Send
    47. Optional- Configure Ignore Auto Number Generation
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new Pub/Sub topic in your GCP account. Messages published to this topic are emitted from the Pipedream source.
Version:0.1.6
Key:google_cloud-new-pubsub-messages

Google Cloud Overview

The Google Cloud API opens a world of possibilities for enhancing cloud operations and automating tasks. It empowers you to manage, scale, and fine-tune various services within the Google Cloud Platform (GCP) programmatically. With Pipedream, you can harness this power to create intricate workflows, trigger cloud functions based on events from other apps, manage resources, and analyze data, all in a serverless environment. The ability to interconnect GCP services with numerous other apps enriches automation, making it easier to synchronize data, streamline development workflows, and deploy applications efficiently.

Trigger Code

import { PubSub } from "@google-cloud/pubsub";
import googleCloud from "../../google_cloud.app.mjs";

export default {
  key: "google_cloud-new-pubsub-messages",
  name: "New Pub/Sub Messages",
  description: "Emit new Pub/Sub topic in your GCP account. Messages published to this topic are emitted from the Pipedream source.",
  version: "0.1.6",
  type: "source",
  dedupe: "unique", // Dedupe on Pub/Sub message ID
  props: {
    googleCloud,
    http: "$.interface.http",
    db: "$.service.db",
    topicType: {
      type: "string",
      label: "Type",
      description: "Do you have an existing Pub/Sub topic, or would you like to create a new one?",
      options: [
        "existing",
        "new",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const topic = {
      type: "string",
      label: "Pub/Sub Topic Name",
      description: "Select a Pub/Sub topic from your GCP account to watch",
      options: async () => {
        return this.getTopics();
      },
    };
    if (this.topicType === "new") {
      topic.description = "**Pipedream will create a Pub/Sub topic with this name in your account**, converting it to a [valid Pub/Sub topic name](https://cloud.google.com/pubsub/docs/admin#resource_names).";
      delete topic.options;
    }
    return {
      topic,
    };
  },
  methods: {
    _getTopicName() {
      return this.db.get("topicName");
    },
    _setTopicName(topicName) {
      this.db.set("topicName", topicName);
    },
    _getSubscriptionName() {
      return this.db.get("subscriptionName");
    },
    _setSubscriptionName(subscriptionName) {
      this.db.set("subscriptionName", subscriptionName);
    },
    async getTopics() {
      const sdkParams = this.googleCloud.sdkParams();
      const pubSubClient = new PubSub(sdkParams);
      const topics = (await pubSubClient.getTopics())[0];
      if (topics.length > 0) {
        return topics.map((topic) => topic.name);
      }
      return [];
    },
    convertNameToValidPubSubTopicName(name) {
      // For valid names, see https://cloud.google.com/pubsub/docs/admin#resource_names
      return name
        // Must not start with `goog`. We add a `pd-` at the beginning if that's the case.
        .replace(/(^goog.*)/g, "pd-$1")
        // Must start with a letter, otherwise we add `pd-` at the beginning.
        .replace(/^(?![a-zA-Z]+)/, "pd-")
        // Only certain characters are allowed, the rest will be replaced with a `-`.
        .replace(/[^a-zA-Z0-9_\-.~+%]+/g, "-");
    },
  },
  hooks: {
    async activate() {
      const sdkParams = this.googleCloud.sdkParams();
      const pubSubClient = new PubSub(sdkParams);

      const currentTopic = {
        name: this.topic,
      };
      if (this.topicType === "new") {
        const topicName = this.convertNameToValidPubSubTopicName(this.topic);
        console.log(`Creating Pub/Sub topic ${topicName}`);
        const [
          topic,
        ] = await pubSubClient.createTopic(topicName);
        currentTopic.name = topic.name;
      }
      this._setTopicName(currentTopic.name);

      const pushEndpoint = this.http.endpoint;
      const subscriptionName = this.convertNameToValidPubSubTopicName(pushEndpoint);
      const subscriptionOptions = {
        pushConfig: {
          pushEndpoint,
        },
      };
      console.log(
        `Subscribing this source's URL to the Pub/Sub topic: ${pushEndpoint}
        (under name ${subscriptionName}).`,
      );
      const [
        subscriptionResult,
      ] = await pubSubClient
        .topic(currentTopic.name)
        .createSubscription(subscriptionName, subscriptionOptions);
      this._setSubscriptionName(subscriptionResult.name);
    },
    async deactivate() {
      const sdkParams = this.googleCloud.sdkParams();
      const pubSubClient = new PubSub(sdkParams);

      const subscriptionName = this._getSubscriptionName();
      if (subscriptionName) {
        await pubSubClient.subscription(subscriptionName).delete();
      }

      if (this.topicType === "new") {
        const topicName = this._getTopicName();
        if (topicName) {
          await pubSubClient.topic(topicName).delete();
        }
      }
    },
  },
  async run(event) {
    const {
      data,
      messageId,
      publishTime,
    } = event.body.message;

    if (!data) {
      console.warn("No message present, exiting");
      return;
    }
    const dataString = Buffer.from(data, "base64").toString("utf-8");
    const metadata = {
      id: messageId,
      summary: dataString,
      ts: +new Date(publishTime),
    };

    let dataObj;
    try {
      dataObj = JSON.parse(dataString);
    } catch (err) {
      console.error(
        `Couldn't parse message as JSON. Emitting raw message. Error: ${err}`,
      );
      dataObj = {
        rawMessage: dataString,
      };
    }
    this.$emit(dataObj, metadata);
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
Google CloudgoogleCloudappThis component uses the Google Cloud app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
TypetopicTypestringSelect a value from the drop down menu:existingnew

Trigger Authentication

Google Cloud uses API keys for authentication. When you connect your Google Cloud account, Pipedream securely stores the keys so you can easily authenticate to Google Cloud APIs in both code and no-code steps.

  1. Create a service account in GCP and set the permissions you need for Pipedream workflows.
  2. Generate a service account key
  3. Download the key details in JSON format
  4. Upload the key below.

About Google Cloud

The Google Cloud Platform, including BigQuery

Action

Description:Creates a new estimate. [See the documentation](https://www.zoho.com/books/api/v3/estimates/#create-an-estimate)
Version:0.0.1
Key:zoho_books-create-estimate

Zoho Books Overview

Zoho Books API unlocks the potential to automate and streamline accounting tasks by integrating with Pipedream's serverless platform. With this powerful combo, you can automate invoicing, manage your accounts, reconcile bank transactions, and handle contacts and items without manual input. By setting up event-driven workflows, you can ensure data consistency across platforms, trigger notifications, and generate reports, all while saving time and reducing human error.

Action Code

// legacy_hash_id: a_Xzi1qo
import { parseObject } from "../../common/utils.mjs";
import zohoBooks from "../../zoho_books.app.mjs";

export default {
  key: "zoho_books-create-estimate",
  name: "Create Estimate",
  description: "Creates a new estimate. [See the documentation](https://www.zoho.com/books/api/v3/estimates/#create-an-estimate)",
  version: "0.0.1",
  type: "action",
  props: {
    zohoBooks,
    customerId: {
      propDefinition: [
        zohoBooks,
        "customerId",
      ],
    },
    currencyId: {
      propDefinition: [
        zohoBooks,
        "currencyId",
      ],
      optional: true,
    },
    contactPersons: {
      propDefinition: [
        zohoBooks,
        "contactPersons",
        ({ customerId }) => ({
          customerId,
        }),
      ],
      description: "Array if contact person(S) for whom estimate has to be sent.",
      optional: true,
    },
    templateId: {
      propDefinition: [
        zohoBooks,
        "pdfTemplateId",
      ],
      optional: true,
    },
    placeOfSupply: {
      propDefinition: [
        zohoBooks,
        "placeOfSupply",
      ],
      optional: true,
    },
    gstTreatment: {
      propDefinition: [
        zohoBooks,
        "gstTreatment",
      ],
      optional: true,
    },
    gstNo: {
      propDefinition: [
        zohoBooks,
        "gstNo",
      ],
      optional: true,
    },
    estimateNumber: {
      type: "string",
      label: "Estimate Number",
      description: "Search estimates by estimate number.",
      optional: true,
    },
    referenceNumber: {
      type: "string",
      label: "Reference Number",
      description: "Search estimates by reference number.",
      optional: true,
    },
    date: {
      type: "string",
      label: "Date",
      description: "Search estimates by estimate date.",
      optional: true,
    },
    expiryDate: {
      type: "string",
      label: "Expiry Date",
      description: "The date of expiration of the estimates.",
      optional: true,
    },
    exchangeRate: {
      propDefinition: [
        zohoBooks,
        "exchangeRate",
      ],
      optional: true,
    },
    discount: {
      propDefinition: [
        zohoBooks,
        "discount",
      ],
      optional: true,
      description: "Discount applied to the invoice. It can be either in % or in amount. e.g. 12.5% or 190. Max-length [100]",
    },
    isDiscountBeforeTax: {
      propDefinition: [
        zohoBooks,
        "isDiscountBeforeTax",
      ],
      optional: true,
    },
    discountType: {
      propDefinition: [
        zohoBooks,
        "discountType",
      ],
      optional: true,
    },
    isInclusiveTax: {
      propDefinition: [
        zohoBooks,
        "isInclusiveTax",
      ],
      optional: true,
    },
    customBody: {
      propDefinition: [
        zohoBooks,
        "customBody",
      ],
      optional: true,
    },
    customSubject: {
      propDefinition: [
        zohoBooks,
        "customSubject",
      ],
      optional: true,
    },
    salespersonName: {
      propDefinition: [
        zohoBooks,
        "salespersonName",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        zohoBooks,
        "customFields",
      ],
      description: "A list of Additional field objects for the payments. **Example: {\"index\": 1, \"value\": \"value\"}**",
      optional: true,
    },
    lineItems: {
      propDefinition: [
        zohoBooks,
        "lineItems",
      ],
      description: "A list of line items objects of an estimate. **Example: {\"item_id\": \"1352827000000156060\", \"name\": \"name\", \"description\": \"description\", \"quantity\": \"1\" }** [See the documentation](https://www.zoho.com/books/api/v3/sales-order/#create-a-sales-order) for further details.",
    },
    notes: {
      propDefinition: [
        zohoBooks,
        "notes",
      ],
      description: "The notes added below expressing gratitude or for conveying some information.",
      optional: true,
    },
    terms: {
      propDefinition: [
        zohoBooks,
        "terms",
      ],
      optional: true,
    },
    shippingCharge: {
      propDefinition: [
        zohoBooks,
        "shippingCharge",
      ],
      optional: true,
    },
    adjustment: {
      propDefinition: [
        zohoBooks,
        "adjustment",
      ],
      optional: true,
    },
    adjustmentDescription: {
      propDefinition: [
        zohoBooks,
        "adjustmentDescription",
      ],
      optional: true,
    },
    taxId: {
      propDefinition: [
        zohoBooks,
        "taxId",
      ],
      description: "ID of the tax to be associated to the estimate.",
      optional: true,
    },
    taxExemptionId: {
      propDefinition: [
        zohoBooks,
        "taxExemptionId",
      ],
      optional: true,
    },
    taxAuthorityId: {
      propDefinition: [
        zohoBooks,
        "taxAuthorityId",
      ],
      optional: true,
    },
    avataxUseCode: {
      propDefinition: [
        zohoBooks,
        "avataxUseCode",
      ],
      optional: true,
    },
    avataxExemptNo: {
      propDefinition: [
        zohoBooks,
        "taxExemptionId",
      ],
      optional: true,
    },
    vatTreatment: {
      propDefinition: [
        zohoBooks,
        "vatTreatment",
      ],
      optional: true,
    },
    taxTreatment: {
      propDefinition: [
        zohoBooks,
        "taxTreatment",
      ],
      description: "VAT treatment for the estimate.",
      optional: true,
    },
    isReverseChargeApplied: {
      type: "boolean",
      label: "Is Reverse Charge Applied.",
      description: "Used to specify whether the transaction is applicable for Domestic Reverse Charge (DRC) or not.",
      optional: true,
    },
    itemId: {
      propDefinition: [
        zohoBooks,
        "itemId",
      ],
      optional: true,
    },
    lineItemId: {
      type: "string",
      label: "Line Item Id",
      description: "ID of the line item. Mandatory, if the existing line item has to be updated. If empty, a new line item will be created.",
      optional: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "Name of the line item.",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "Description of the line item.",
      optional: true,
    },
    rate: {
      type: "string",
      label: "Rate",
      description: "Rate of the line item.",
      optional: true,
    },
    unit: {
      type: "string",
      label: "Unit",
      description: "Unit of the line item. E.g. kgs, Nos",
      optional: true,
    },
    quantity: {
      type: "integer",
      label: "Quantity",
      description: "The quantity of line item.",
      optional: true,
    },
    projectId: {
      type: "string",
      label: "Project Id",
      description: "Id of the project",
      optional: true,
    },
    acceptRetainer: {
      type: "boolean",
      label: "Accept Retainer",
      description: "The \"Accept Retainer\" node should be passed for the retainer invoice to be created automatically, provided that the customer has accepted the quote.",
      optional: true,
    },
    retainerPercentage: {
      type: "integer",
      label: "Retainer Percentage",
      description: "Pass the \"Retainer Percentage\" node to create the retainer invoice automatically.",
      min: 1,
      max: 100,
      optional: true,
    },
    send: {
      propDefinition: [
        zohoBooks,
        "send",
      ],
      optional: true,
    },
    ignoreAutoNumberGeneration: {
      propDefinition: [
        zohoBooks,
        "ignoreAutoNumberGeneration",
      ],
      optional: true,
      description: "Ignore auto estimate number generation for this estimate. This mandates the estimate number.",
    },
  },
  async run({ $ }) {
    const response = await this.zohoBooks.createEstimate({
      $,
      params: {
        send: this.send,
        ignore_auto_number_generation: this.ignoreAutoNumberGeneration,
      },
      data: {
        customer_id: this.customerId,
        currency_id: this.currencyId,
        contact_persons: parseObject(this.contactPersons),
        template_id: this.templateId,
        place_of_supply: this.placeOfSupply,
        gst_treatment: this.gstTreatment,
        gst_no: this.gstNo,
        estimate_number: this.estimateNumber,
        reference_number: this.referenceNumber,
        date: this.date,
        expiry_date: this.expiryDate,
        exchange_rate: this.exchangeRate && parseFloat(this.exchangeRate),
        discount: this.discount && parseFloat(this.discount),
        is_discount_before_tax: this.isDiscountBeforeTax,
        discount_type: this.discountType,
        is_inclusive_tax: this.isInclusiveTax,
        custom_body: this.customBody,
        custom_subject: this.customSubject,
        salesperson_name: this.salespersonName,
        custom_fields: parseObject(this.customFields),
        line_items: parseObject(this.lineItems),
        notes: this.notes,
        terms: this.terms,
        shipping_charge: this.shippingCharge,
        adjustment: this.adjustment && parseFloat(this.adjustment),
        adjustment_description: this.adjustmentDescription,
        tax_id: this.taxId,
        tax_exemption_id: this.taxExemptionId,
        tax_authority_id: this.taxAuthorityId,
        avatax_use_code: this.avataxUseCode,
        avatax_exempt_no: this.avataxExemptNo,
        vat_treatment: this.vatTreatment,
        tax_treatment: this.taxTreatment,
        is_reverse_charge_applied: this.isReverseChargeApplied,
        item_id: this.itemId,
        line_item_id: this.lineItemId,
        name: this.name,
        description: this.description,
        rate: this.rate && parseFloat(this.rate),
        unit: this.unit,
        quantity: this.quantity,
        project_id: this.projectId,
        accept_retainer: this.acceptRetainer,
        retainer_percentage: this.retainerPercentage,
      },
    });

    $.export("$summary", `Item successfully created with Id: ${response.estimate.estimate_id}`);
    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
Zoho BookszohoBooksappThis component uses the Zoho Books app.
Customer IdcustomerIdstringSelect a value from the drop down menu.
Currency IdcurrencyIdstringSelect a value from the drop down menu.
Contact PersonscontactPersonsstring[]Select a value from the drop down menu.
Template IdtemplateIdstring

ID of the PDF template.

Place Of SupplyplaceOfSupplystringSelect a value from the drop down menu:{ "label": "Abu Dhabi (UAE Supported)", "value": "AB" }{ "label": "Ajman (UAE Supported)", "value": "AJ" }{ "label": "Dubai (UAE Supported)", "value": "DU" }{ "label": "Fujairah (UAE Supported)", "value": "FU" }{ "label": "Ras al-Khaimah (UAE Supported)", "value": "RA" }{ "label": "Sharjah (UAE Supported)", "value": "SH" }{ "label": "Umm al-Quwain (UAE Supported)", "value": "UM" }{ "label": "United Arab Emirates (GCC Supported)", "value": "AE" }{ "label": "Saudi Arabia (GCC Supported)", "value": "SA" }{ "label": "Bahrain (GCC Supported)", "value": "BH" }{ "label": "Kuwait (GCC Supported)", "value": "KW" }{ "label": "Oman (GCC Supported)", "value": "OM" }{ "label": "Qatar (GCC Supported)", "value": "QA" }
GST TreatmentgstTreatmentstringSelect a value from the drop down menu:business_gstbusiness_noneoverseasconsumer
GST NogstNostring

15 digit GST identification number of the customer.

Estimate NumberestimateNumberstring

Search estimates by estimate number.

Reference NumberreferenceNumberstring

Search estimates by reference number.

Datedatestring

Search estimates by estimate date.

Expiry DateexpiryDatestring

The date of expiration of the estimates.

Exchange RateexchangeRatestring

Exchange rate of the currency.

Discountdiscountstring

Discount applied to the invoice. It can be either in % or in amount. e.g. 12.5% or 190. Max-length [100]

Is Discount Before TaxisDiscountBeforeTaxboolean

Used to specify how the discount has to applied. Either before or after the calculation of tax.

Discount TypediscountTypestringSelect a value from the drop down menu:entity_levelitem_level
Is Inclusive TaxisInclusiveTaxboolean

Used to specify whether the line item rates are inclusive or exclusive of tax.

Custom BodycustomBodystring
Custom SubjectcustomSubjectstring
Salesperson NamesalespersonNamestring

Name of the sales person.

Custom FieldscustomFieldsstring[]

A list of Additional field objects for the payments. Example: {"index": 1, "value": "value"}

Line ItemslineItemsstring[]

A list of line items objects of an estimate. Example: {"item_id": "1352827000000156060", "name": "name", "description": "description", "quantity": "1" } See the documentation for further details.

Notesnotesstring

The notes added below expressing gratitude or for conveying some information.

Termstermsstring

The terms added below expressing gratitude or for conveying some information.

Shipping ChargeshippingChargestring

Shipping charges applied to the invoice.

Adjustmentadjustmentstring
Adjustment DescriptionadjustmentDescriptionstring
Tax IdtaxIdstringSelect a value from the drop down menu.
Tax Exemption IdtaxExemptionIdstringSelect a value from the drop down menu.
Tax Authority IdtaxAuthorityIdstringSelect a value from the drop down menu.
Avatax Use CodeavataxUseCodestring

Used to group like customers for exemption purposes. It is a custom value that links customers to a tax rule.

Tax Exemption IdavataxExemptNostringSelect a value from the drop down menu.
VAT TreatmentvatTreatmentstring

Enter vat treatment.

Tax TreatmenttaxTreatmentstringSelect a value from the drop down menu:vat_registeredvat_not_registeredgcc_vat_not_registeredgcc_vat_registerednon_gccdz_vat_registereddz_vat_not_registeredhome_country_mexicoborder_region_mexiconon_mexicovat_registered vat_not_registered non_kenyavat_registeredvat_not_registeredoverseas
Is Reverse Charge Applied.isReverseChargeAppliedboolean

Used to specify whether the transaction is applicable for Domestic Reverse Charge (DRC) or not.

Item IditemIdstringSelect a value from the drop down menu.
Line Item IdlineItemIdstring

ID of the line item. Mandatory, if the existing line item has to be updated. If empty, a new line item will be created.

Namenamestring

Name of the line item.

Descriptiondescriptionstring

Description of the line item.

Rateratestring

Rate of the line item.

Unitunitstring

Unit of the line item. E.g. kgs, Nos

Quantityquantityinteger

The quantity of line item.

Project IdprojectIdstring

Id of the project

Accept RetaineracceptRetainerboolean

The "Accept Retainer" node should be passed for the retainer invoice to be created automatically, provided that the customer has accepted the quote.

Retainer PercentageretainerPercentageinteger

Pass the "Retainer Percentage" node to create the retainer invoice automatically.

Sendsendboolean

Send the estimate to the contact person(s) associated with the estimate.

Ignore Auto Number GenerationignoreAutoNumberGenerationboolean

Ignore auto estimate number generation for this estimate. This mandates the estimate number.

Action Authentication

Zoho Books uses OAuth authentication. When you connect your Zoho Books account, Pipedream will open a popup window where you can sign into Zoho Books and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Books API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoBooks.fullaccess.all

About Zoho Books

Online accounting software

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