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Zoho Books ACTION

Create Customer

Creates a new customer. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Zoho Books account once, then configure and run Create Customer from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "zoho_books-create-customer",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    zoho_books: { authProvisionId: "apn_xxxxxxx" },
    contactName: "Contact Name",
    companyName: "Company Name",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Customer inputs
Property Type Description
contactName Contact Name string
Display Name of the contact. Max-length [200].
Required
companyName Company Name string
Company Name of the contact. Max-length [200].
Optional
website Website string
Website of the contact.
Optional
languageCode Language Code string
The language of a contact.
Optional
customerSubType Customer Sub Type string
Type of the customer.
Optional
creditLimit Credit Limit string
Credit limit for a customer.
Optional
tags Tags string[]
An array of tag objects. Example: {"tag_id":"124567890","tag_option_id":"1234567890"}
Optional
isPortalEnabled Is Portal Enabled boolean
To enable client portal for the contact.
Optional
currencyId Currency Id string
The id of the customer.
Optional Dynamic
paymentTerms Payment Terms integer
Net payment term for the customer.
Optional
paymentTermsLabel Payment Terms Label string
Label for the paymet due details.
Optional
notes Notes string
Commennts about the payment made by the contact.
Optional
exchangeRate Exchange Rate string
Exchange rate for the opening balance.
Optional
vatTreatment VAT Treatment string
Enter vat treatment.
Optional
gstNo GST No string
15 digit GST identification number of the customer.
Optional
avataxUseCode Avatax Use Code string
Used to group like customers for exemption purposes. It is a custom value that links customers to a tax rule.
Optional
taxId Tax Id string
ID of the tax to be associated to the estimate.
Optional Dynamic

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
zoho_books-create-customer
Version
0.0.2
App
Zoho Books
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes