Integrate Zoho Books with Zoho Mail to automate your work
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
How Zapier works
Zapier makes it easy to integrate Zoho Books with Zoho Mail - 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."
Setup an action from Zoho Mail
An action is what takes place after the automation is triggered. For example, with Zoho Mail, the action could be "Create Draft."
That’s it! You just connected Zoho Books to Zoho Mail
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Set up your first integration
Quickly connect Zoho Books to Zoho Mail with a Zapier template.
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Connect Zoho Books and Zoho Mail 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
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Provide world-class support with a little help from automation
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Automate your way to actionable, up-to-date data
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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.
Connect Zoho Books and Zoho Mail 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.
- OrganizationRequired
Try It- OrganizationRequired
Try It- OrganizationRequired
Try It- OrganizationRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- Full Line Items NameRequired
- Full Line Item RateRequired
- Full Line Item QuantityRequired
- Full Line Items Discount
- Full Line Items Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
- OrganizationRequired
Try It- Status
- OrganizationRequired
Try It- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- 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
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Full Line Items NameRequired
- Full Line Items Description
- Full Line Item QuantityRequired
- Full Line Item RateRequired
- Full Line Items Discount
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- Vat Treatment
- Tax Treatment
- Reference Number
Learn how to automate Zoho Books on the Zapier blog
Learn how to automate Zoho Mail 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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