![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Integrate Salesmate with Zoho Books
Send information between Salesmate and Zoho Books automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create an estimate in Zoho Books for every new deal created in your Salesmate
Automate the generation of estimates for new deals in your CRM tool to streamline sales and accounting processes. This flow will automatically generate an estimate within your Zoho Books whenever a new deal is created in Salesmate.
How it works
- The flow triggers when a new deal is created in Salesmate.
- Zoho Flow creates a new estimate in Zoho Books.
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create an estimate in Zoho Books for every new deal created in your Salesmate
Salesmate + Zoho Books
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Salesmate and Zoho Books
Connect Salesmate and Zoho Books with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesmate and Zoho Books using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Company created
Triggers when a new company is created
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Deal created
Triggers when a new deal is created
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Contact created
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Activity created
Triggers when a new activity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Account created
Triggers when an account is created in the selected organization
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring invoice created
Triggers when a new recurring invoice is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Purchase order created
Triggers when a new purchase order is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Purchase order updated
Triggers when the details of an existing purchase order are updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales order updated
Triggers when the details of an existing sales order are updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor credit created
Triggers when a new vendor credit is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Custom module entry created
Triggers when a new custom module entry is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer payment updated
Triggers when a payment made by a customer is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor created
Triggers when a new vendor is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Credit note updated
Triggers when the details of an existing credit note are updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer updated
Triggers when the details of a customer are updated
![](https://flow-au-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-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Bill updated
Triggers when an existing bill is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Invoice updated
Triggers when an existing invoice is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Project created
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer created
Triggers when a new customer is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Expense updated
Triggers when an existing expense is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Delivery challan created
Triggers when a new delivery challan is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Time entry updated
Triggers when an existing time entry is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Invoice created
Triggers when a new invoice is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring expense created
Triggers when a new recurring expense is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Account transaction added
Triggers when a new account transaction is added
![](https://flow-au-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-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Retainer invoice created
Triggers when a retainer invoice is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Customer payment received
Triggers when a new payment is made by a customer
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Estimate created
Triggers when a new estimate is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Time entry created
Triggers when a new time entry is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Expense created
Triggers when a new expense is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales receipt created
Triggers when a new sales receipt is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Bill created
Triggers when a new bill is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Item updated
Triggers when an existing item is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Project updated
Triggers when an existing project is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor payment made
Triggers when a vendor payment is made
![](https://flow-au-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-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring bill created
Triggers when a new recurring bill is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Estimate updated
Triggers when an existing estimate is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales order created
Triggers when a sales order is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Item created
Triggers when a new item is created
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Delivery challan updated
Triggers when the details of an existing delivery challan are updated
![](https://flow-au-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-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Sales receipt updated
Triggers when the details of an existing sales receipt is updated
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Vendor updated
Triggers when the details of an existing vendor is updated
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Create activity
Creates a new activity
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Create deal
Creates a new deal
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Create company
Creates a new company
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Update contact
Updates the details of an existing contact
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Update activity
Updates the details of an existing activity
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Update deal
Updates the details of an existing deal
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Update company
Updates the details of an existing company
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Fetch contact
Fetches the details of a contact by name, ID, or email
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Fetch deal
Fetches the details of a deal by title or ID
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Fetch company
Fetches the details of a company by name, ID, or website
![](https://flow-au-public.nimbuspop.com/flow-apps/salesmate.png)
Fetch activity
Fetches the details of an activity by title or ID
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create retainer invoice
Creates a new retainer invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create contact person
Creates a new contact person
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to vendor
Adds a comment to the specified vendor
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create custom module entry
Creates a new custom module entry
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create delivery challan
Creates a new delivery challan
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create sales order
Creates a new sales order
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create customer
Creates a new customer
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to purchase order
Adds a comment to the specified purchase order
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create account
Creates a new account in the selected organization
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to credit note
Adds a comment to the specified credit note
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create expense
Creates a new expense
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create purchase order
Creates a new purchase order
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Request payment information
Requests payment information from the specified contact
![](https://flow-au-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-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create public share link
Creates a public share link for the selected module
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create sales person
Creates a new sales person
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to estimate
Adds a comment to the specified estimate
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to sales order
Adds a comment to the specified sales order
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Record customer payment
Records a payment for an existing customer invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create vendor
Creates a new vendor
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Send purchase order
Sends an existing purchase order by email
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to invoice
Adds a comment to the specified invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to project
Adds a comment to the specified project
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Send estimate
Sends an existing estimate to the specified recipients
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create payment link
Creates a new payment link
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create journal
Creates a new journal
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to customer
Adds a comment to the specified customer
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Send invoice
Sends an existing invoice by email
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Refund customer payment
Refunds the specified payment
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Refund credit note
Refunds credit note by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Invite user to project
Invites a new user to the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Send sales order
Sends an existing sales order by email
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Add user
Adds a new user
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create item
Creates a new item
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create recurring expense
Creates a new recurring expense
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create recurring bill
Creates a new recurring bill
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to vendor credit
Adds a comment to the specified vendor credit
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create recurring invoice
Creates a new recurring invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create invoice
Creates a new invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create time entry
Creates a new time entry
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Record retainer invoice payment
Records payment for an existing retainer invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create credit note
Creates a new credit note
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create bank transaction
Creates a new bank transaction
![](https://flow-au-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-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create bill
Creates a new bill
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Assign user to project
Assigns the specified user to an existing project
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Enable portal access
Enables portal access for the specified customer or vendor
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Add comment to bill
Adds a comment to the specified bill
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Add address
Adds an address to a customer or vendor contact
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create inventory adjustment
Creates a new inventory adjustment
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Send retainer invoice
Sends an existing retainer invoice by email
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create sales receipt
Creates a new sales receipt
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Send credit note
Sends the specified credit note to a recipient
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create vendor credit
Creates a new vendor credit
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Record vendor payment
Records a payment for an existing vendor invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Create estimate
Creates a new estimate
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update customer
Updates the details of an existing customer
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update user status
Updates the status of an existing user
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Apply credit to invoice
Adds a credit note to the specified invoice
![](https://flow-au-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-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update retainer invoice status
Updates the details of an existing retainer invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update contact person
Updates the details of an existing contact person
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update retainer invoice
Updates the details of an existing retainer invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject estimate
Rejects an existing estimate
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject purchase order
Rejects an existing purchase order
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update purchase order status
Updates the status of an existing purchase order
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update bill status
Updates the status of an existing bill
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject sales order
Rejects an existing sales order
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update user
Updates the details of an existing user
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update item
Updates the details of an existing item
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update project
Updates the details of an existing project
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update contact status
Updates the status of an existing customer or vendor
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Link customer to vendor
Links the customer to an existing vendor
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve vendor credit
Submits or approves an existing vendor credit
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject retainer invoice
Rejects an existing retainer invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve invoice
Submits or approves an existing invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update payment link
Updates the details of an existing payment link
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject vendor credit
Rejects an existing vendor credit
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update recurring expense
Updates the details of an existing recurring expense
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update credit note
Updates the details of an existing credit note
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject bill
Rejects an existing bill
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update bill
Updates the details of an existing bill
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update custom module entry
Updates the details of a existing custom module entry
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update delivery challan
Updates the details of an existing delivery challan
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update time entry
Updates an existing time entry
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject credit note
Rejects an existing credit note
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update purchase order
Updates the details of an existing purchase order
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve credit note
Submits or approves an existing credit note
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update project status
Updates the status of an existing project
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update recurring invoice
Updates the details of an existing recurring invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve purchase order
Submits or approves an existing purchase order
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Stop or resume recurring bill
Stops or resumes an existing recurring bill
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update recurring bill
Updates the details of an existing recurring bill
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve estimate
Submits or approves an existing estimate
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update estimate status
Updates the status of an existing estimate
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve sales order
Submits or approves an existing sales order
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update vendor
Updates the details of an existing vendor
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update vendor credit status
Updates the details of an existing credit status
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update account
Updates the details of an account in the selected organization
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update journal
Updates the details of an existing journal
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update estimate
Updates the details of an existing estimate
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update task
Updates the details of an existing task
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update sales order
Updates the details of an existing sales order
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update credit note status
Updates the status of an existing credit note
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Submit or approve bill
Submits or approves an existing bill
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update vendor credit
Updates the details of an existing vendor credit
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Stop or resume recurring expense
Stops or resumes an existing recurring expense
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update sales order status
Updates the status of an existing sales order
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Reject invoice
Rejects an existing invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update invoice status
Updates the status of an existing invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update address
Updates the details of an existing customer or vendor address
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update invoice
Updates the details of an existing invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Update expense
Updates the details of an existing expense
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch journal
Fetches the details of an existing journal
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch credit note
Fetches the details of an existing credit note by number
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch customer
Fetches the details of an existing customer
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch bill
Fetches the details of an existing bill
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch invoice
Fetches the details of an existing invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch vendor
Fetches the details of an existing vendor
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Convert sales order to invoice
Converts an existing sales order to an invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch delivery challan
Fetches the details of an existing delivery challan
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch vendor payment
Fetches the details of an existing vendor payment
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch payment link
Fetches the details of an existing payment link
![](https://flow-au-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-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch bank account
Fetches the details of an existing bank account
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch sales order
Fetches the details of an existing sales order by number
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch customer payment
Fetches the details of an existing customer payment
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch purchase order
Fetches the details of an existing purchase order by its number
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch sales receipt
Fetches the details of an existing sales receipt by number
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch recurring bill
Fetches the details of an existing recurring bill
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch custom module entry
Fetches the details of an existing custom module entry
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch estimate
Fetches the details of an existing estimate by its number
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch project
Fetches the details of an existing project by name
![](https://flow-au-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-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch vendor credit
Fetches the details of an existing vendor credit
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch account
Fetches the details of an existing account by its ID
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch user
Fetches the details of an existing user by email address
![](https://flow-au-public.nimbuspop.com/flow-apps/zoho_books.png)
Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
Similar apps
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
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Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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