Zoho Books is online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.

Changelog

5 versions
v1.2.0 Latest
  • Added NewInvoice polling trigger.
  • Fixed intermittent "Parse Error: Expected HTTP/" (HPE_INVALID_CONSTANT) failures in components that read from Zoho. Every GET request was sent with an empty JSON body ({}), which Zoho does not read; on a reused connection those stray bytes corrupted the next response. GET and HEAD requests are now sent without a body.
  • A refused OAuth token request is reported instead of being stored. Zoho answers with HTTP 200 and an `error` in the body, so a failed token refresh used to leave the account holding an empty access token: it kept looking connected and every later call failed with an unrelated "Access token not found". An account without a refresh token now says so as well.
v1.1.0
  • Added MakeApiCall component for performing arbitrary authorized API calls to the Zoho Books API.
v1.0.4
  • Aligned CreateContact schema field names with inspector inputs for validation.
v1.0.3
  • Improved error message when using Zoho account without organization.
v1.0.0
  • Initial version

Authentication

TypeDetails
OAuth 2
Authentication Hub Verified

This connector is globally authenticated and verified by Appmixer and is ready to use without registering your own OAuth application with the provider. Appmixer's Authentication Hub acts as an authentication proxy, so all OAuth-based connectors work out of the box. You can still use your own OAuth credentials (clientId and clientSecret) for enhanced customization or compliance — see the Connector Configuration section of the documentation. The Authentication Hub is enabled for all hosted Appmixer tenants; on self-managed installations it has to be explicitly set.

Scopes:
ZohoBooks.settings.READ

Triggers

1
New Invoice icon

New Invoice

Triggers when a new invoice is created in Zoho Books.
Additional Scopes:
ZohoBooks.invoices.READ

Actions

16
Add Attachment To Invoice icon

Add Attachment To Invoice

Attach a file to an invoice.
Additional Scopes:
ZohoBooks.invoices.CREATE
Create Contact icon

Create Contact

Create a contact with given information.
Additional Scopes:
ZohoBooks.contacts.CREATE
Create Invoice icon

Create Invoice

Create an invoice for your customer.
Additional Scopes:
ZohoBooks.invoices.CREATE
Delete Contact icon

Delete Contact

Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.
Additional Scopes:
ZohoBooks.contacts.DELETE
Delete Invoice icon

Delete Invoice

Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.
Additional Scopes:
ZohoBooks.invoices.DELETE
Get Invoice icon

Get Invoice

Get the details of an invoice.
Additional Scopes:
ZohoBooks.invoices.READ
List Chart Of Accounts icon

List Chart Of Accounts

List all chart of accounts along with pagination.
Additional Scopes:
ZohoBooks.accountants.READ
List Contacts icon

List Contacts

List all contacts with pagination.
Additional Scopes:
ZohoBooks.contacts.READ
List Journals icon

List Journals

Get journal list.
Additional Scopes:
ZohoBooks.accountants.READ
List Organizations icon

List Organizations

In Zoho Books, your business is termed as an organization. If you have multiple businesses, you simply set each of those up as an individual organization. Each organization is an independent Zoho Books Organization with it’s own organization ID, base currency, time zone, language, contacts, reports, etc.
List Projects icon

List Projects

List all projects with pagination.
Additional Scopes:
ZohoBooks.projects.READ
Make Api Call icon

Make Api Call

Performs an arbitrary authorized API call to the Zoho Books API.
Additional Scopes:
ZohoBooks.fullaccess.all
Mark As Draft icon

Mark As Draft

Mark a voided invoice as draft.
Additional Scopes:
ZohoBooks.invoices.CREATE
Mark As Sent icon

Mark As Sent

Mark a draft invoice as sent.
Additional Scopes:
ZohoBooks.invoices.CREATE
Update Invoice icon

Update Invoice

Update an existing invoice. To delete a line item just remove it from the line_items list.
Additional Scopes:
ZohoBooks.invoices.UPDATE
Void Invoice icon

Void Invoice

Mark an invoice status as void. Upon voiding, the payments and credits associated with the invoices will be unassociated and will be under customer credits.
Additional Scopes:
ZohoBooks.invoices.CREATE