← Google Cloud + Zoho Books integrations

Update Sales Order 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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Update Sales Order with the Zoho Books API
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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 Update Sales Order action
    1. Connect your Zoho Books account
    2. Select a Salesorder Id
    3. Optional- Select a Customer Id
    4. Optional- Select one or more Contact Persons
    5. Optional- Configure date
    6. Optional- Configure Shipment Date
    7. Optional- Configure Custom Fields
    8. Optional- Select a Place Of Supply
    9. Optional- Configure Salesperson Id
    10. Optional- Configure Merchant Id
    11. Optional- Select a GST Treatment
    12. Optional- Configure GST No
    13. Optional- Configure Is Inclusive Tax
    14. Optional- Configure Line Items
    15. Optional- Configure Notes
    16. Optional- Configure Terms
    17. Optional- Configure Billing Address Id
    18. Optional- Configure Shipping Address Id
    19. Optional- Configure CRM Owner Id
    20. Optional- Configure CRM Custom Reference Id
    21. Optional- Configure VAT Treatment
    22. Optional- Select a Tax Treatment
    23. Optional- Configure Salesorder Number
    24. Optional- Configure Reference Number
    25. Optional- Configure Is Update Customer
    26. Optional- Configure Discount
    27. Optional- Configure Exchange Rate
    28. Optional- Configure Salesperson Name
    29. Optional- Configure Notes Default
    30. Optional- Configure Terms Default
    31. Optional- Select a Tax Id
    32. Optional- Select a Tax Authority Id
    33. Optional- Select a Tax Exemption Id
    34. Optional- Configure Tax Authority Name
    35. Optional- Configure Tax Exemption Code
    36. Optional- Select a Tax Exemption Id
    37. Optional- Configure Avatax Use Code
    38. Optional- Configure Shipping Charge
    39. Optional- Configure Adjustment
    40. Optional- Configure Delivery Method
    41. Optional- Configure Estimate Id
    42. Optional- Configure Is Discount Before Tax
    43. Optional- Select a Discount Type
    44. Optional- Configure Adjustment Description
    45. Optional- Configure Pricebook Id
    46. Optional- Configure Template Id
    47. Optional- Configure Documents
    48. Optional- Configure ZCRM Potential Id
    49. Optional- Configure ZCRM Potential Name
    50. Optional- Configure Ignore Auto Number Generation
    51. Optional- Configure Can Send In Mail
    52. Optional- Configure Total Files
    53. Optional- Configure doc
  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:Updates an existing sales order. [See the documentation](https://www.zoho.com/books/api/v3/sales-order/#update-a-sales-order)
Version:0.3.0
Key:zoho_books-update-salesorder

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_m8iYLJ
import { ConfigurationError } from "@pipedream/platform";
import {
  clearObj, parseObject,
} from "../../common/utils.mjs";
import zohoBooks from "../../zoho_books.app.mjs";

export default {
  key: "zoho_books-update-salesorder",
  name: "Update Sales Order",
  description: "Updates an existing sales order. [See the documentation](https://www.zoho.com/books/api/v3/sales-order/#update-a-sales-order)",
  version: "0.3.0",
  type: "action",
  props: {
    zohoBooks,
    salesorderId: {
      propDefinition: [
        zohoBooks,
        "salesorderId",
      ],
    },
    customerId: {
      propDefinition: [
        zohoBooks,
        "customerId",
      ],
      description: "ID of the customer to whom the sales order has to be created.",
      optional: true,
    },
    contactPersons: {
      propDefinition: [
        zohoBooks,
        "contactPersons",
        ({ customerId }) => ({
          customerId,
        }),
      ],
      description: "A list of contact person(s) for whom sales order has to be sent.",
      optional: true,
    },
    date: {
      propDefinition: [
        zohoBooks,
        "date",
      ],
      optional: true,
    },
    shipmentDate: {
      propDefinition: [
        zohoBooks,
        "shipmentDate",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        zohoBooks,
        "customFields",
      ],
      optional: true,
    },
    placeOfSupply: {
      propDefinition: [
        zohoBooks,
        "placeOfSupply",
      ],
      optional: true,
    },
    salespersonId: {
      propDefinition: [
        zohoBooks,
        "salespersonId",
      ],
      optional: true,
    },
    merchantId: {
      propDefinition: [
        zohoBooks,
        "merchantId",
      ],
      optional: true,
    },
    gstTreatment: {
      propDefinition: [
        zohoBooks,
        "gstTreatment",
      ],
      optional: true,
    },
    gstNo: {
      propDefinition: [
        zohoBooks,
        "gstNo",
      ],
      optional: true,
    },
    isInclusiveTax: {
      propDefinition: [
        zohoBooks,
        "isInclusiveTax",
      ],
      optional: true,
    },
    lineItems: {
      propDefinition: [
        zohoBooks,
        "lineItems",
      ],
      optional: true,
    },
    notes: {
      propDefinition: [
        zohoBooks,
        "notes",
      ],
      optional: true,
    },
    terms: {
      propDefinition: [
        zohoBooks,
        "terms",
      ],
      optional: true,
    },
    billingAddressId: {
      propDefinition: [
        zohoBooks,
        "billingAddressId",
      ],
      optional: true,
    },
    shippingAddressId: {
      propDefinition: [
        zohoBooks,
        "shippingAddressId",
      ],
      optional: true,
    },
    crmOwnerId: {
      propDefinition: [
        zohoBooks,
        "crmOwnerId",
      ],
      optional: true,
    },
    crmCustomReferenceId: {
      propDefinition: [
        zohoBooks,
        "crmCustomReferenceId",
      ],
      optional: true,
    },
    vatTreatment: {
      propDefinition: [
        zohoBooks,
        "vatTreatment",
      ],
      optional: true,
    },
    taxTreatment: {
      propDefinition: [
        zohoBooks,
        "taxTreatment",
      ],
      optional: true,
    },
    salesorderNumber: {
      propDefinition: [
        zohoBooks,
        "salesorderNumber",
      ],
      optional: true,
    },
    referenceNumber: {
      propDefinition: [
        zohoBooks,
        "referenceNumber",
      ],
      optional: true,
    },
    isUpdateCustomer: {
      propDefinition: [
        zohoBooks,
        "isUpdateCustomer",
      ],
      optional: true,
    },
    discount: {
      propDefinition: [
        zohoBooks,
        "discount",
      ],
      optional: true,
    },
    exchangeRate: {
      propDefinition: [
        zohoBooks,
        "exchangeRate",
      ],
      optional: true,
    },
    salespersonName: {
      propDefinition: [
        zohoBooks,
        "salespersonName",
      ],
      optional: true,
    },
    notesDefault: {
      propDefinition: [
        zohoBooks,
        "notesDefault",
      ],
      optional: true,
    },
    termsDefault: {
      propDefinition: [
        zohoBooks,
        "termsDefault",
      ],
      optional: true,
    },
    taxId: {
      propDefinition: [
        zohoBooks,
        "taxId",
      ],
      optional: true,
    },
    taxAuthorityId: {
      propDefinition: [
        zohoBooks,
        "taxAuthorityId",
      ],
      optional: true,
    },
    taxExemptionId: {
      propDefinition: [
        zohoBooks,
        "taxExemptionId",
      ],
      optional: true,
    },
    taxAuthorityName: {
      propDefinition: [
        zohoBooks,
        "taxAuthorityName",
      ],
      optional: true,
    },
    taxExemptionCode: {
      propDefinition: [
        zohoBooks,
        "taxExemptionCode",
      ],
      optional: true,
    },
    avataxExemptNo: {
      propDefinition: [
        zohoBooks,
        "taxExemptionId",
      ],
      optional: true,
    },
    avataxUseCode: {
      propDefinition: [
        zohoBooks,
        "avataxUseCode",
      ],
      optional: true,
    },
    shippingCharge: {
      propDefinition: [
        zohoBooks,
        "shippingCharge",
      ],
      optional: true,
    },
    adjustment: {
      propDefinition: [
        zohoBooks,
        "adjustment",
      ],
      optional: true,
    },
    deliveryMethod: {
      propDefinition: [
        zohoBooks,
        "deliveryMethod",
      ],
      optional: true,
    },
    estimateId: {
      type: "string",
      label: "Estimate Id",
      description: "ID of the estimate associated with the Sales Order.",
      optional: true,
    },
    isDiscountBeforeTax: {
      propDefinition: [
        zohoBooks,
        "isDiscountBeforeTax",
      ],
      optional: true,
    },
    discountType: {
      propDefinition: [
        zohoBooks,
        "discountType",
      ],
      optional: true,
    },
    adjustmentDescription: {
      propDefinition: [
        zohoBooks,
        "adjustmentDescription",
      ],
      optional: true,
    },
    pricebookId: {
      propDefinition: [
        zohoBooks,
        "pricebookId",
      ],
      optional: true,
    },
    templateId: {
      propDefinition: [
        zohoBooks,
        "pdfTemplateId",
      ],
      optional: true,
    },
    documents: {
      propDefinition: [
        zohoBooks,
        "documents",
      ],
      optional: true,
    },
    zcrmPotentialId: {
      propDefinition: [
        zohoBooks,
        "zcrmPotentialId",
      ],
      optional: true,
    },
    zcrmPotentialName: {
      propDefinition: [
        zohoBooks,
        "zcrmPotentialName",
      ],
      optional: true,
    },
    ignoreAutoNumberGeneration: {
      propDefinition: [
        zohoBooks,
        "ignoreAutoNumberGeneration",
      ],
      optional: true,
    },
    canSendInMail: {
      propDefinition: [
        zohoBooks,
        "canSendInMail",
      ],
      optional: true,
    },
    totalFiles: {
      propDefinition: [
        zohoBooks,
        "totalFiles",
      ],
      optional: true,
    },
    doc: {
      propDefinition: [
        zohoBooks,
        "doc",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const data = clearObj({
      customer_id: this.customerId,
      contact_persons: this.contactPersons,
      date: this.date,
      shipment_date: this.shipmentDate,
      custom_fields: parseObject(this.customFields),
      place_of_supply: this.placeOfSupply,
      salesperson_id: this.salespersonId,
      merchant_id: this.merchantId,
      gst_treatment: this.gstTreatment,
      gst_no: this.gstNo,
      is_inclusive_tax: this.isInclusiveTax,
      line_items: parseObject(this.lineItems),
      notes: this.notes,
      terms: this.terms,
      billing_address_id: this.billingAddressId,
      shipping_address_id: this.shippingAddressId,
      crm_owner_id: this.crmOwnerId,
      crm_custom_reference_id: this.crmCustomReferenceId,
      vat_treatment: this.vatTreatment,
      tax_treatment: this.taxTreatment,
      salesorder_number: this.salesorderNumber,
      reference_number: this.referenceNumber,
      is_update_customer: this.isUpdateCustomer,
      discount: this.discount,
      exchange_rate: this.exchangeRate && parseFloat(this.exchangeRate),
      salesperson_name: this.salespersonName,
      notes_default: this.notesDefault,
      terms_default: this.termsDefault,
      tax_id: this.taxId,
      tax_authority_id: this.taxAuthorityId,
      tax_exemption_id: this.taxExemptionId,
      tax_authority_name: this.taxAuthorityName,
      tax_exemption_code: this.taxExemptionCode,
      avatax_exempt_no: this.avataxExemptNo,
      avatax_use_code: this.avataxUseCode,
      shipping_charge: this.shippingCharge && parseFloat(this.shippingCharge),
      adjustment: this.adjustment && parseFloat(this.adjustment),
      delivery_method: this.deliveryMethod,
      estimate_id: this.estimateId,
      is_discount_before_tax: this.isDiscountBeforeTax,
      discount_type: this.discountType,
      adjustment_description: this.adjustmentDescription,
      pricebook_id: this.pricebookId,
      template_id: this.templateId,
      documents: parseObject(this.documents),
      zcrm_potential_id: this.zcrmPotentialId,
      zcrm_potential_name: this.zcrmPotentialName,
    });

    if (!Object.keys(data).length) {
      throw new ConfigurationError("You must provide at least one field.");
    }
    const response = await this.zohoBooks.updateSalesorder({
      $,
      salesorderId: this.salesorderId,
      params: clearObj({
        ignore_auto_number_generation: this.ignoreAutoNumberGeneration,
        can_send_in_mail: this.canSendInMail,
        totalFiles: this.totalFiles,
        doc: this.doc,
      }),
      data,
    });

    $.export("$summary", `Salesorder successfully updated with Id: ${this.salesorderId}`);
    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.
Salesorder IdsalesorderIdstringSelect a value from the drop down menu.
Customer IdcustomerIdstringSelect a value from the drop down menu.
Contact PersonscontactPersonsstring[]Select a value from the drop down menu.
datedatestring

The date, the sales order is created.

Shipment DateshipmentDatestring

Shipping date of sales order.

Custom FieldscustomFieldsstring[]

A list of custom field objects for a sales order. Example: {"customfield_id": "1352827000000156060", "value": "value" } See the documentation for further details.

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" }
Salesperson IdsalespersonIdstring

ID of the salesperson.

Merchant IdmerchantIdstring

ID of the merchant.

GST TreatmentgstTreatmentstringSelect a value from the drop down menu:business_gstbusiness_noneoverseasconsumer
GST NogstNostring

15 digit GST identification number of the customer.

Is Inclusive TaxisInclusiveTaxboolean

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

Line ItemslineItemsstring[]

A list of line items objects of a sales order. Example: {"item_order": "1352827000000156060", "name": "name", "description": "description", "quantity": "1" } See the documentation for further details.

Notesnotesstring

Notes for this Sales Order.

Termstermsstring

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

Billing Address IdbillingAddressIdstring

ID of the Billing Address

Shipping Address IdshippingAddressIdstring

ID of the Shipping Address.

CRM Owner IdcrmOwnerIdstring
CRM Custom Reference IdcrmCustomReferenceIdstring
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
Salesorder NumbersalesorderNumberstring

Mandatory if auto number generation is disabled.

Reference NumberreferenceNumberstring

For Customer Only : If a contact is assigned to any particular user, that user can manage transactions for the contact

Is Update CustomerisUpdateCustomerboolean

Boolean to update billing address of customer.

Discountdiscountstring

Discount applied to the sales order. It can be either in % or in amount. e.g. 12.5% or 190.

Exchange RateexchangeRatestring

Exchange rate of the currency.

Salesperson NamesalespersonNamestring

Name of the sales person.

Notes DefaultnotesDefaultstring

Default Notes for the Sales Order

Terms DefaulttermsDefaultstring

Default Terms of the Sales Order.

Tax IdtaxIdstringSelect a value from the drop down menu.
Tax Authority IdtaxAuthorityIdstringSelect a value from the drop down menu.
Tax Exemption IdtaxExemptionIdstringSelect a value from the drop down menu.
Tax Authority NametaxAuthorityNamestring

Tax Authority's name.

Tax Exemption CodetaxExemptionCodestring

Code of Tax Exemption that is applied.

Tax Exemption IdavataxExemptNostringSelect 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.

Shipping ChargeshippingChargestring

Shipping charges applied to the invoice.

Adjustmentadjustmentstring
Delivery MethoddeliveryMethodstring
Estimate IdestimateIdstring

ID of the estimate associated with the Sales Order.

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
Adjustment DescriptionadjustmentDescriptionstring
Pricebook IdpricebookIdstring
Template IdtemplateIdstring

ID of the PDF template.

Documentsdocumentsstring[]

A list of documents.

ZCRM Potential IdzcrmPotentialIdstring
ZCRM Potential NamezcrmPotentialNamestring
Ignore Auto Number GenerationignoreAutoNumberGenerationboolean

Ignore auto sales order number generation for this sales order. This mandates the sales order number.

Can Send In MailcanSendInMailstring

Can the file be sent in mail.

Total FilestotalFilesstring

Total number of files.

docdocstring

Document that is to be attached

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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