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How Zapier works

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

Select a trigger from Zoho Books

A trigger is an event that starts your Zap and runs the workflow. For example, with Zoho Books, a trigger could be "New Customer."

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

Setup an action from Zapier Interfaces

An action is what takes place after the automation is triggered. For example, with Zapier Interfaces, the action could be "Create User."

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

That’s it! You just connected Zoho Books to Zapier Interfaces

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

Learn about AI automation

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Connect Zoho Books and Zapier Interfaces 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.

- 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
- 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
- Full Line Items Name
  Required
- Full Line Items Description
- Full Line Item Rate
  Required
- Tax Percentage
Action
Write

- Organization
  Required
- Invoice Number
Action
Search
- Interface
  Required
- Page
  Required
- Block Type
  Required
Trigger
Instant
Try It

- Interface
  Required
- Page
  Required
- Form
  Required
Trigger
Instant
Try It
Interface Created
Triggers when a new Interface is created.
Trigger
Instant
Try It
- Interface
  Required
- Full Line Items Name
  Required
- Email
Action
Write
- Interface
  Required
- Email
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
- 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
- Interface
  Required
- Page
  Required
- Button
  Required
Trigger
Instant
Try It
- Interface
  Required
Trigger
Instant
Try It
- Interface
  Required
Trigger
Instant
Try It
- Interface
  Required
- Page
  Required
- Stripe Payment
  Required
Trigger
Instant
Try It
- Interface
  Required
- Email
Action
Write
- Interface
  Required
- Email
- Full Line Items Name
  Required
Action
Search or write

Learn how to automate Zoho Books on the Zapier blog

Learn how to automate Zapier Interfaces on the Zapier blog

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.

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About Zapier Interfaces

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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