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Integrate Veem with Zoho Books to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

How Zapier works

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

Select a trigger from Veem

A trigger is an event that starts your Zap and runs the workflow. For example, with Veem, a trigger could be "Updated Inbound Payment Status."

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 Veem 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.

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25m

Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

Level up your Veem 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 Veem 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.

Connect Veem and Zoho Books to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

- Status
  Required
Trigger
Instant
Try It
- Email
  Required
- FirstName
  Required
- LastName
  Required
- ISO Country Code
  Required
- PhoneDialCode
  Required
- PhoneNumber
  Required
- Type
- Business_name
Action
Write
- Payee_businessName
- Payee_countryCode
  Required
- Payee_email
  Required
- Payee_firstName
  Required
- Payee_lastName
  Required
- Payee_type
  Required
- Payee_phone
  Required
- Currency
  Required
- Amount
  Required
- Notes
- DueDate
Action
Write
- Organization
  Required
Trigger
Instant
Try It
- Status
  Required
- 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
  Required
- 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
- Name
  Required
- Full Line Items Description
- Full Line Item Quantity
  Required
- 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

- Status
  Required
Trigger
Instant
Try It
- Payer_businessName
- Payer_countryCode
  Required
- Payer_email
  Required
- Payer_firstName
  Required
- Payer_lastName
  Required
- Payer_type
  Required
- Payer_phone
  Required
- Currency
  Required
- Amount
  Required
- PurposeOfPayment
- Notes
- DueDate
Action
Write
- 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
- Name
  Required
- Full Line Item Rate
  Required
- Full Line Item Quantity
  Required
- Full Line Items Discount
- Full Line Items Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Name
  Required
- Full Line Items Description
- Full Line Item Rate
  Required
- Tax Percentage
Action
Write
- Organization
  Required
- Invoice Number
Action
Search

Learn how to automate Veem on the Zapier blog

Learn how to automate Zoho Books on the Zapier blog

About Veem

Veem is an online global bank transfer service for you to send & receive payments internationally with ease.

Related categories

Payment Processing

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

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