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 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

  1. First, sign up for Pipedream at https://pipedream.com.
  2. Create a new workflow.
  3. Select a trigger for your workflow (for example, HTTP or Cron).
  4. 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.
  5. 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.

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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: `${this.zoho_books.$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}`,
      },
    })
  },
})

Choose an API to Connect with Zoho Books API

1
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12
of
1,600+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Beta
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
Schedule
Schedule
Trigger workflows on an interval or cron schedule.
Beta
Data Stores
Data Stores
Use Pipedream Data Stores to manage state throughout your workflows.
Telegram Bot
Telegram Bot
Telegram is a cloud-based instant messaging and voice over IP service
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Google Sheets
Google Sheets
With Google Sheets, you can create, edit, and collaborate wherever you are
Discord
Discord
Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.
GitHub
GitHub
Where the world builds software. Millions of developers and companies build, ship, and maintain their software on GitHub—the largest and most advanced development platform in the world.
Formatting
Formatting
Pre-built actions to make formatting and manipulating data within your workflows easier.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
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
    POST{{custom_fields.accounts_server}}/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
    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