Skip to content

Connect UpKeep and Zoho Books to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Quickly connect UpKeep to Zoho Books with a Zapier template.

Our most popular template

Create estimates in Zoho Books from new purchase orders in UpKeep
Details
Try it
UpKeep + Zoho Books
Create sales invoice in Zoho Books from new closed work orders in UpKeep
Details
Try it
UpKeep + Filter by Zapier + Zoho Books

Create estimates in Zoho Books from new purchase orders in UpKeep

UpKeep + Zoho Books

Create sales invoice in Zoho Books from new closed work orders in UpKeep

UpKeep + Filter by Zapier + Zoho Books

How Zapier works

Zapier makes it easy to integrate UpKeep with Zoho Books - no code necessary. See how you can get setup in minutes.

Select a trigger from UpKeep

A trigger is an event that starts your Zap and runs the workflow. For example, with UpKeep, a trigger could be "New Purchase Order."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho Books

An action is what takes place after the automation is triggered. For example, with Zoho Books, the action could be "Create Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected UpKeep to Zoho Books

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your UpKeep to Zoho Books integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect UpKeep and Zoho Books to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
Try It
New Work Order
Triggers when a new work order is created.
Trigger
Instant
Try It
Request Approved
Triggers when a request is approved.
Trigger
Instant
Try It
Work Order Category Change
Triggers when category changes on a work order.
Trigger
Instant
Try It
- Title
  Required
- Detailed Description
- User Assigned
- Location Assigned
- Asset Assigned
Action
Write

- Part ID
- Status
Action
Write
- Asset Name
  Required
Action
Search

- Part Name
  Required
Action
Search
- Vendor Name
  Required
Action
Search
- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Full Line Items Name
  Required
- Description
- Part Quantity
- Full Line Item Rate
  Required
- Full Line Items Discount
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- Vat Treatment
- Tax Treatment
- Reference Number
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Request
Triggers when a new request is created.
Trigger
Instant
Try It
Purchase Order Status Change
Triggers when a status changes on a purchase order.
Trigger
Instant
Try It
Work Order Status Change
Triggers when a status changes on a work order.
Trigger
Instant
Try It
- Title
  Required
- Category
- Due Date
- Vendor
- Description
- Part ID
- Part Quantity
- Tax
- Shipping Cost
- Other Cost
- Company Name
- Company Slogan
- Company Street
- Company Zipcode
- Company City
- Company State
- Company Phone
- Company Fax
- Shipping Name
- Shipping Company
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zipcode
- Shipping Phone
- Shipping Fax
- Purchase Order Date
- Requisitioner
- Shipping Method
- F.O.B. Shipping Point
- Terms
- Notes
Action
Write
- Detailed Description
- Title
  Required
- User Assigned
- Location Assigned
- Asset Assigned
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Location Name
  Required
Action
Search
- Email Id
  Required
Action
Search
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Full Line Items Name
  Required
- Full Line Item Rate
  Required
- Part Quantity
- Full Line Items Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Full Line Items Name
  Required
- Description
- Full Line Item Rate
  Required
- Tax Percentage
Action
Write
- Organization
  Required
- Invoice Number
Action
Search

Learn how to automate UpKeep on the Zapier blog

Learn how to automate Zoho Books on the Zapier blog

About UpKeep

UpKeep is a maintenance management application for facility management teams. Create work orders, prioritize requests, and collaborate with your team.

Related categories

Project Management

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

Connect UpKeep to Zoho Books on the world's largest no-code automation platform

Sign up with Google