![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Integrate Zoho Books with TeamGrid
Send information between Zoho Books and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Create a new task in TeamGrid when a new order is created in Zoho Books
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in TeamGrid each time a new order is made 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 TeamGrid.
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Create a new task in TeamGrid when a new order is created in Zoho Books
Zoho Books + TeamGrid
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Start a new project in TeamGrid whenever a new project is launched in Zoho Books
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in TeamGrid each time a new project is initiated 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 TeamGrid.
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Start a new project in TeamGrid whenever a new project is launched in Zoho Books
Zoho Books + TeamGrid
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Zoho Books and TeamGrid
Connect Zoho Books and TeamGrid 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 TeamGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Project updated
Triggers when an existing project is updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Account transaction added
Triggers when a new account transaction is added
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor payment made
Triggers when a vendor payment is made
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Custom module entry created
Triggers when a new custom module entry is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Invoice updated
Triggers when an existing invoice is updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor credit created
Triggers when a new vendor credit is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Expense updated
Triggers when an existing expense is updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Delivery challan created
Triggers when a new delivery challan is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Time entry updated
Triggers when an existing time entry is updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Delivery challan updated
Triggers when the details of an existing delivery challan are updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Estimate created
Triggers when a new estimate is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer payment updated
Triggers when a payment made by a customer is updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Custom module entry updated
Triggers when the details of an existing module entry are updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Project created
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor updated
Triggers when the details of an existing vendor is updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Expense created
Triggers when a new expense is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Funds transferred to another account
Triggers when funds are transferred from one account to another
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring bill created
Triggers when a new recurring bill is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Item created
Triggers when a new item is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Purchase order created
Triggers when a new purchase order is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor created
Triggers when a new vendor is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Bill updated
Triggers when an existing bill is updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales order updated
Triggers when the details of an existing sales order are updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring expense created
Triggers when a new recurring expense is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Credit note updated
Triggers when the details of an existing credit note are updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer payment received
Triggers when a new payment is made by a customer
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring invoice created
Triggers when a new recurring invoice is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Retainer invoice created
Triggers when a retainer invoice is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer created
Triggers when a new customer is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Invoice created
Triggers when a new invoice is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales order created
Triggers when a sales order is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Bill created
Triggers when a new bill is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Purchase order updated
Triggers when the details of an existing purchase order are updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Item updated
Triggers when an existing item is updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Time entry created
Triggers when a new time entry is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Account updated
Triggers when the details of an account in the selected organization are updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales receipt created
Triggers when a new sales receipt is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Credit note created
Triggers when a new credit note is created in the selected organization
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales receipt updated
Triggers when the details of an existing sales receipt is updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Account created
Triggers when an account is created in the selected organization
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer updated
Triggers when the details of a customer are updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Estimate updated
Triggers when an existing estimate is updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Project completed
Triggers when a project is completed
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Task completed
Triggers when task is completed
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Project created
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Task created
Triggers when a task is created
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to sales order
Adds a comment to the specified sales order
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Send credit note
Sends the specified credit note to a recipient
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create inventory adjustment
Creates a new inventory adjustment
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create credit note
Creates a new credit note
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create sales receipt
Creates a new sales receipt
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create bank transaction
Creates a new bank transaction
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create recurring bill
Creates a new recurring bill
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create vendor credit
Creates a new vendor credit
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create invoice
Creates a new invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create account
Creates a new account in the selected organization
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create delivery challan
Creates a new delivery challan
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Add address
Adds an address to a customer or vendor contact
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to project
Adds a comment to the specified project
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Invite user to project
Invites a new user to the selected project
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create public share link
Creates a public share link for the selected module
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Record retainer invoice payment
Records payment for an existing retainer invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create payment link
Creates a new payment link
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Send purchase order
Sends an existing purchase order by email
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Mark as primary contact person
Marks the specified contact as the primary contact of the company
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create journal
Creates a new journal
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Add user
Adds a new user
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update invoice reminder status
Updates the status of an existing invoice reminder
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to credit note
Adds a comment to the specified credit note
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Request payment information
Requests payment information from the specified contact
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create bill
Creates a new bill
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create sales order
Creates a new sales order
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create recurring expense
Creates a new recurring expense
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create item
Creates a new item
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create time entry
Creates a new time entry
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to estimate
Adds a comment to the specified estimate
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to vendor credit
Adds a comment to the specified vendor credit
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Record customer payment
Records a payment for an existing customer invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create expense
Creates a new expense
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create recurring invoice
Creates a new recurring invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create sales person
Creates a new sales person
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Assign user to project
Assigns the specified user to an existing project
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Send retainer invoice
Sends an existing retainer invoice by email
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create contact person
Creates a new contact person
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to customer
Adds a comment to the specified customer
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create estimate
Creates a new estimate
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create customer
Creates a new customer
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Send estimate
Sends an existing estimate to the specified recipients
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create purchase order
Creates a new purchase order
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create custom module entry
Creates a new custom module entry
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create retainer invoice
Creates a new retainer invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to bill
Adds a comment to the specified bill
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Enable portal access
Enables portal access for the specified customer or vendor
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Send invoice
Sends an existing invoice by email
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Record vendor payment
Records a payment for an existing vendor invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Send sales order
Sends an existing sales order by email
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to vendor
Adds a comment to the specified vendor
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to invoice
Adds a comment to the specified invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Create vendor
Creates a new vendor
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Refund credit note
Refunds credit note by ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to purchase order
Adds a comment to the specified purchase order
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Refund customer payment
Refunds the specified payment
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve bill
Submits or approves an existing bill
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update sales order status
Updates the status of an existing sales order
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject sales order
Rejects an existing sales order
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject bill
Rejects an existing bill
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve credit note
Submits or approves an existing credit note
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject purchase order
Rejects an existing purchase order
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve vendor credit
Submits or approves an existing vendor credit
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update delivery challan
Updates the details of an existing delivery challan
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update payment link
Updates the details of an existing payment link
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Stop or resume recurring expense
Stops or resumes an existing recurring expense
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update sales order
Updates the details of an existing sales order
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve purchase order
Submits or approves an existing purchase order
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update retainer invoice status
Updates the details of an existing retainer invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject estimate
Rejects an existing estimate
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject vendor credit
Rejects an existing vendor credit
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update project status
Updates the status of an existing project
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update contact person
Updates the details of an existing contact person
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve invoice
Submits or approves an existing invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update recurring expense
Updates the details of an existing recurring expense
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update vendor
Updates the details of an existing vendor
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update user
Updates the details of an existing user
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update contact status
Updates the status of an existing customer or vendor
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update credit note
Updates the details of an existing credit note
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update purchase order
Updates the details of an existing purchase order
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update account
Updates the details of an account in the selected organization
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update invoice status
Updates the status of an existing invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update vendor credit
Updates the details of an existing vendor credit
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update bill
Updates the details of an existing bill
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update credit note status
Updates the status of an existing credit note
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve estimate
Submits or approves an existing estimate
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update bill status
Updates the status of an existing bill
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update customer
Updates the details of an existing customer
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update vendor credit status
Updates the details of an existing credit status
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update estimate
Updates the details of an existing estimate
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update journal
Updates the details of an existing journal
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update project
Updates the details of an existing project
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update address
Updates the details of an existing customer or vendor address
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update custom module entry
Updates the details of a existing custom module entry
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject credit note
Rejects an existing credit note
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve sales order
Submits or approves an existing sales order
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update expense
Updates the details of an existing expense
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update invoice
Updates the details of an existing invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update estimate status
Updates the status of an existing estimate
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update purchase order status
Updates the status of an existing purchase order
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Link customer to vendor
Links the customer to an existing vendor
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject retainer invoice
Rejects an existing retainer invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update time entry
Updates an existing time entry
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update item
Updates the details of an existing item
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update recurring invoice
Updates the details of an existing recurring invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update recurring bill
Updates the details of an existing recurring bill
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Stop or resume recurring bill
Stops or resumes an existing recurring bill
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update task
Updates the details of an existing task
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update retainer invoice
Updates the details of an existing retainer invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Update user status
Updates the status of an existing user
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Apply credit to invoice
Adds a credit note to the specified invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject invoice
Rejects an existing invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch account
Fetches the details of an existing account by its ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch credit note
Fetches the details of an existing credit note by number
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch payment link
Fetches the details of an existing payment link
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch vendor
Fetches the details of an existing vendor
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch invoice
Fetches the details of an existing invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Convert sales order to invoice
Converts an existing sales order to an invoice
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch purchase order
Fetches the details of an existing purchase order by its number
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch bill
Fetches the details of an existing bill
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch estimate
Fetches the details of an existing estimate by its number
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch vendor credit
Fetches the details of an existing vendor credit
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch bank account
Fetches the details of an existing bank account
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch item
Fetches the details of an existing item by its ID, number or name.
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch customer
Fetches the details of an existing customer
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch delivery challan
Fetches the details of an existing delivery challan
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch user
Fetches the details of an existing user by email address
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch sales receipt
Fetches the details of an existing sales receipt by number
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch recurring bill
Fetches the details of an existing recurring bill
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch sales order
Fetches the details of an existing sales order by number
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch project
Fetches the details of an existing project by name
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch customer payment
Fetches the details of an existing customer payment
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch custom module entry
Fetches the details of an existing custom module entry
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
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.
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch journal
Fetches the details of an existing journal
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
![](https://flow-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch vendor payment
Fetches the details of an existing vendor payment
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Complete project
Completes an existing project
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/teamgrid.png)
Complete task
Completes an existing task
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.
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >