Zoho Books API Integrations
Build and run workflows using the Zoho Books API. Use 1000s of source-available triggers and actions across 1,600+ 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
Getting Started
- First, sign up for Pipedream at https://pipedream.com.
- Create a new workflow.
- Select a trigger for your workflow (for example, HTTP or Cron).
- Add a new step and search for "Zoho Books". This will display actions associated with the Zoho Books app. You can choose to either "Run Node.js code with Zoho Books" or select one of the prebuilt actions for performing common API operations.
- Once you've added a step, press the Connect Zoho Books button near the top. If this is your first time authorizing Pipedream's access to your Zoho Books account, you'll be prompted to accept that access, and Pipedream will store the authorization grant to enable the workflow to access the API. If you've already linked a Zoho Books account via Pipedream, pressing Connect Zoho Books will list any existing accounts you've linked.
Once you've connected your account, you can run your workflow and fetch data from the API. You can change any of the code associated with this step, changing the API endpoint you'd like to retrieve data from, or modifying the results in any way.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_books: {
type: "app",
app: "zoho_books",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.zoho_books.$auth.api_domain}/books/v3/users/me`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_books.$auth.oauth_access_token}`,
},
params: {
organization_id: `${this.zoho_books.$auth.organization_id}`,
},
})
},
})
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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- 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 - accessToken
POST{{custom_fields.accounts_server}}/oauth/v2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}} - refreshToken
POST{{custom_fields.accounts_server}}/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