Integrate Zoho Books with Asana
Send information between Zoho Books and Asana automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Asana when a new order is created in Zoho Books
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Asana whenever a new order is placed in Zoho Books.
How it works
- The flow triggers when a new purchase order is created in Zoho Books.
- Zoho Flow creates a new task in the selected project in Asana.
Create a new task in Asana when a new order is created in Zoho Books
Zoho Books + Asana
Create a new project in Asana whenever a new project is created in Zoho Books
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Asana whenever a new project is launched in Zoho Books.
How it works
- The flow triggers when a new project is created in Zoho Books.
- Zoho Flow creates a new project in the selected team in Asana.
Create a new project in Asana whenever a new project is created in Zoho Books
Zoho Books + Asana
Build your own integrations between Zoho Books and Asana
Connect Zoho Books and Asana with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho Books and Asana using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project updated
Triggers when an existing project is updated
Account transaction added
Triggers when a new account transaction is added
Vendor payment made
Triggers when a vendor payment is made
Custom module entry created
Triggers when a new custom module entry is created
Invoice updated
Triggers when an existing invoice is updated
Vendor credit created
Triggers when a new vendor credit is created
Expense updated
Triggers when an existing expense is updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Delivery challan created
Triggers when a new delivery challan is created
Time entry updated
Triggers when an existing time entry is updated
Delivery challan updated
Triggers when the details of an existing delivery challan are updated
Estimate created
Triggers when a new estimate is created
Customer payment updated
Triggers when a payment made by a customer is updated
Custom module entry updated
Triggers when the details of an existing module entry are updated
Project created
Triggers when a new project is created
Vendor updated
Triggers when the details of an existing vendor is updated
Expense created
Triggers when a new expense is created
Funds transferred to another account
Triggers when funds are transferred from one account to another
Recurring bill created
Triggers when a new recurring bill is created
Item created
Triggers when a new item is created
Purchase order created
Triggers when a new purchase order is created
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
Vendor created
Triggers when a new vendor is created
Bill updated
Triggers when an existing bill is updated
Sales order updated
Triggers when the details of an existing sales order are updated
Recurring expense created
Triggers when a new recurring expense is created
Credit note updated
Triggers when the details of an existing credit note are updated
Customer payment received
Triggers when a new payment is made by a customer
Recurring invoice created
Triggers when a new recurring invoice is created
Retainer invoice created
Triggers when a retainer invoice is created
Customer created
Triggers when a new customer is created
Invoice created
Triggers when a new invoice is created
Sales order created
Triggers when a sales order is created
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Bill created
Triggers when a new bill is created
Purchase order updated
Triggers when the details of an existing purchase order are updated
Item updated
Triggers when an existing item is updated
Time entry created
Triggers when a new time entry is created
Account updated
Triggers when the details of an account in the selected organization are updated
Sales receipt created
Triggers when a new sales receipt is created
Credit note created
Triggers when a new credit note is created in the selected organization
Sales receipt updated
Triggers when the details of an existing sales receipt is updated
Account created
Triggers when an account is created in the selected organization
Customer updated
Triggers when the details of a customer are updated
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
Estimate updated
Triggers when an existing estimate is updated
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
Workspace or organization created
Triggers when a new workspace or organization is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Task tagged
Triggers when a task is tagged in the selected project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated
Task completed
Triggers when an existing task is completed
Task or subtask created
Triggers when a new task or subtask is created
User added
Triggers when a new user is added in the selected workspace
Project updated
Triggers when the details of an existing project are updated
Tag added
Triggers when a new tag is added in the selected workspace
Team created
Triggers when a team is created in the selected organization
Task section changed
Triggers when a change is made to a task section
Subtask created
Triggers when a new subtask is created
All Actions - Actions are the automated tasks
Add comment to sales order
Adds a comment to the specified sales order
Send credit note
Sends the specified credit note to a recipient
Create inventory adjustment
Creates a new inventory adjustment
Create credit note
Creates a new credit note
Create sales receipt
Creates a new sales receipt
Create bank transaction
Creates a new bank transaction
Create recurring bill
Creates a new recurring bill
Create vendor credit
Creates a new vendor credit
Create invoice
Creates a new invoice
Create account
Creates a new account in the selected organization
Create delivery challan
Creates a new delivery challan
Add address
Adds an address to a customer or vendor contact
Create project
Creates a new project
Add comment to project
Adds a comment to the specified project
Invite user to project
Invites a new user to the selected project
Create public share link
Creates a public share link for the selected module
Record retainer invoice payment
Records payment for an existing retainer invoice
Create payment link
Creates a new payment link
Send purchase order
Sends an existing purchase order by email
Mark as primary contact person
Marks the specified contact as the primary contact of the company
Create journal
Creates a new journal
Add user
Adds a new user
Update invoice reminder status
Updates the status of an existing invoice reminder
Add comment to credit note
Adds a comment to the specified credit note
Request payment information
Requests payment information from the specified contact
Create bill
Creates a new bill
Create task
Creates a new task
Create sales order
Creates a new sales order
Create recurring expense
Creates a new recurring expense
Create item
Creates a new item
Create time entry
Creates a new time entry
Add comment to estimate
Adds a comment to the specified estimate
Add comment to vendor credit
Adds a comment to the specified vendor credit
Record customer payment
Records a payment for an existing customer invoice
Create expense
Creates a new expense
Create recurring invoice
Creates a new recurring invoice
Create sales person
Creates a new sales person
Assign user to project
Assigns the specified user to an existing project
Send retainer invoice
Sends an existing retainer invoice by email
Create contact person
Creates a new contact person
Add comment to customer
Adds a comment to the specified customer
Create estimate
Creates a new estimate
Create customer
Creates a new customer
Send estimate
Sends an existing estimate to the specified recipients
Create purchase order
Creates a new purchase order
Create custom module entry
Creates a new custom module entry
Create retainer invoice
Creates a new retainer invoice
Add comment to bill
Adds a comment to the specified bill
Enable portal access
Enables portal access for the specified customer or vendor
Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
Send invoice
Sends an existing invoice by email
Record vendor payment
Records a payment for an existing vendor invoice
Send sales order
Sends an existing sales order by email
Add comment to vendor
Adds a comment to the specified vendor
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
Add comment to invoice
Adds a comment to the specified invoice
Create vendor
Creates a new vendor
Refund credit note
Refunds credit note by ID
Add comment to purchase order
Adds a comment to the specified purchase order
Refund customer payment
Refunds the specified payment
Submit or approve bill
Submits or approves an existing bill
Update sales order status
Updates the status of an existing sales order
Reject sales order
Rejects an existing sales order
Reject bill
Rejects an existing bill
Submit or approve credit note
Submits or approves an existing credit note
Reject purchase order
Rejects an existing purchase order
Submit or approve vendor credit
Submits or approves an existing vendor credit
Update delivery challan
Updates the details of an existing delivery challan
Update payment link
Updates the details of an existing payment link
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
Stop or resume recurring expense
Stops or resumes an existing recurring expense
Update sales order
Updates the details of an existing sales order
Submit or approve purchase order
Submits or approves an existing purchase order
Update retainer invoice status
Updates the details of an existing retainer invoice
Reject estimate
Rejects an existing estimate
Reject vendor credit
Rejects an existing vendor credit
Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
Update project status
Updates the status of an existing project
Update contact person
Updates the details of an existing contact person
Submit or approve invoice
Submits or approves an existing invoice
Update recurring expense
Updates the details of an existing recurring expense
Update vendor
Updates the details of an existing vendor
Update user
Updates the details of an existing user
Update contact status
Updates the status of an existing customer or vendor
Update credit note
Updates the details of an existing credit note
Update purchase order
Updates the details of an existing purchase order
Update account
Updates the details of an account in the selected organization
Update invoice status
Updates the status of an existing invoice
Update vendor credit
Updates the details of an existing vendor credit
Update bill
Updates the details of an existing bill
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
Update credit note status
Updates the status of an existing credit note
Submit or approve estimate
Submits or approves an existing estimate
Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted
Update bill status
Updates the status of an existing bill
Update customer
Updates the details of an existing customer
Update vendor credit status
Updates the details of an existing credit status
Update estimate
Updates the details of an existing estimate
Update journal
Updates the details of an existing journal
Update project
Updates the details of an existing project
Update address
Updates the details of an existing customer or vendor address
Update custom module entry
Updates the details of a existing custom module entry
Reject credit note
Rejects an existing credit note
Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
Submit or approve sales order
Submits or approves an existing sales order
Update expense
Updates the details of an existing expense
Update invoice
Updates the details of an existing invoice
Update estimate status
Updates the status of an existing estimate
Update purchase order status
Updates the status of an existing purchase order
Link customer to vendor
Links the customer to an existing vendor
Reject retainer invoice
Rejects an existing retainer invoice
Update time entry
Updates an existing time entry
Update item
Updates the details of an existing item
Update recurring invoice
Updates the details of an existing recurring invoice
Update recurring bill
Updates the details of an existing recurring bill
Stop or resume recurring bill
Stops or resumes an existing recurring bill
Update task
Updates the details of an existing task
Update retainer invoice
Updates the details of an existing retainer invoice
Update user status
Updates the status of an existing user
Apply credit to invoice
Adds a credit note to the specified invoice
Reject invoice
Rejects an existing invoice
Fetch account
Fetches the details of an existing account by its ID
Fetch credit note
Fetches the details of an existing credit note by number
Fetch payment link
Fetches the details of an existing payment link
Fetch vendor
Fetches the details of an existing vendor
Fetch invoice
Fetches the details of an existing invoice
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
Fetch purchase order
Fetches the details of an existing purchase order by its number
Fetch bill
Fetches the details of an existing bill
Fetch estimate
Fetches the details of an existing estimate by its number
Fetch vendor credit
Fetches the details of an existing vendor credit
Fetch bank account
Fetches the details of an existing bank account
Fetch item
Fetches the details of an existing item by its ID, number or name.
Fetch customer
Fetches the details of an existing customer
Fetch delivery challan
Fetches the details of an existing delivery challan
Fetch user
Fetches the details of an existing user by email address
Fetch sales receipt
Fetches the details of an existing sales receipt by number
Fetch recurring bill
Fetches the details of an existing recurring bill
Fetch sales order
Fetches the details of an existing sales order by number
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
Fetch project
Fetches the details of an existing project by name
Fetch customer payment
Fetches the details of an existing customer payment
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch expense
Fetches an existing expense by ID or reference number. If the expense does not exist, you can choose to create a new one.
Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
Fetch journal
Fetches the details of an existing journal
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
Fetch vendor payment
Fetches the details of an existing vendor payment
Duplicate project
Creates a duplicate copy of an existing project with a different name
Create task
Creates a new task in the selected project
Add task to section
Adds a new task to the specified section
Create project from template
Creates a new project from the selected template
Create story
Creates a new story for the specified task
Create project in workspace
Creates a new project in the selected workspace
Create subtask
Creates a new subtask under the specified task
Create project in team
Creates a new project in the selected team
Create task in project
Creates a new task with custom fields in the selected project
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update task in project
Updates the details (include custom fields) of an existing task
Fetch task in project
Fetches the details (including custom fields) of an existing task in a project by its GID
Fetch user
Fetches the details of an existing user by email
Fetch task
Fetches a task by its GID
What is Zoho Books?
Zoho Books is online accounting software to manage your accounting, inventory and to file your GST returns. You can manage your contacts, set up rules to categorize banking transactions, make informed decisions based on accurate reports, and keep track of every expense.
Similar apps
What is Asana?
Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more.
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