Zoho Books

Online accounting software

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Zoho Books

Zoho Books API Integrations

Build and run workflows using the Zoho Books API. Use 1000s of source-available triggers and actions across 1000+ apps. Or write custom code to integrate any app or API in seconds.

Overview

Zoho Books is an online accounting software that helps you manage your finances, get paid faster, and work collaboratively with your clients and teams. The Zoho Books API provides a wide variety of integration possibilities to connect with your accounting software and build powerful, efficient applications. With the API, you can quickly and easily add functionality that simplifies your complex tasks, such as invoicing, payments, bank reconciliation, reporting, and more.

Below are some of the features, tasks, and applications that can be built using the Zoho Books API:

  • Create, update, and delete customers
  • Manage invoice payments
  • Automate bank reconciliations
  • Generate financial statements and reports
  • Track time and billable expenses
  • Sync data across multiple applications
  • Integrate with online payment platforms
  • Automate GST compliance reporting
  • Post journal entries
  • Link tax payments to invoices
  • View cash flow reports
  • Generate client statements
  • Implement multi-currency support
  • Monitor inventory and sales performance
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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_books: {
      type: "app",
      app: "zoho_books",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://books.${this.zoho_books.$auth.base_api_uri}/api/v3/users/me`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_books.$auth.oauth_access_token}`,
      },
      params: {
        organization_id: `${this.zoho_books.$auth.organization_id}`,
      },
    })
  },
})
Create Customer Payment with Zoho Books API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Zoho Books
 
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Create Customer Payment with Zoho Books API on New Item in Feed from RSS API
RSS + Zoho Books
 
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Create Customer Payment with Zoho Books API on New Message from Discord API
Discord + Zoho Books
 
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Create Customer Payment with Zoho Books API on New Message In Channels from Slack API
Slack + Zoho Books
 
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Create Customer Payment with Zoho Books API on New Message in Channel from Discord Bot API
Discord Bot + Zoho Books
 
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Create Customer Payment with the Zoho Books API

Creates a new payment.

 
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Create Employee with the Zoho Books API

Creates an employee for an expense.

 
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Create Invoice with the Zoho Books API

Creates an invoice for your customer.

 
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Create Item with the Zoho Books API

Creates a new item.

 
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Create Sales Order with the Zoho Books API

Creates a sales order.

 
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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
OAuth Request Configurations:
  1. authorization
    GEThttps://accounts.{{custom_fields.base_api_uri}}/oauth/v2/auth?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}&prompt=consent&access_type=offline
  2. accessToken
    POSThttps://accounts.{{custom_fields.base_api_uri}}/oauth/v2/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}}
  3. refreshToken
    POSThttps://accounts.{{custom_fields.base_api_uri}}/oauth/v2/token?client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}&redirect_uri={{oauth.redirect_uri}}content-type: application/x-www-form-urlencodedaccept: application/json