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Sync, manage, and convert leads across channels seamlessly.

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Secure and reliable transactional email sending service.

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Work management tool to connect people, processes, and information.

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Automate manual, tedious, and repetitive tasks easily.

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Integrate Zoho Books with Toodledo

Send information between Zoho Books and Toodledo automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create a new task in Toodledo when a new order is created in Zoho Books

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Toodledo whenever an order is created in Zoho Books.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Books.
  2. Zoho Flow creates a new task with no folder assigned in Toodledo.
+

Create a new task in Toodledo when a new order is created in Zoho Books

Zoho Books + Toodledo

Build your own integrations between Zoho Books and Toodledo

Connect Zoho Books and Toodledo with over 850+ 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 Toodledo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Recurring bill created

Triggers when a new recurring bill is created

Item updated

Triggers when an existing item is updated

Customer payment updated

Triggers when a payment made by a customer is updated

Credit note updated

Triggers when the details of an existing credit note are updated

Vendor payment made

Triggers when a vendor payment is made

Account transaction added

Triggers when a new account transaction is added

Customer created

Triggers when a new customer is created

Bill created

Triggers when a new bill is created

Funds transferred to another account

Triggers when funds are transferred from one account to another

Custom module entry updated

Triggers when the details of an existing module entry are updated

Project created

Triggers when a new project is created

Estimate updated

Triggers when an existing estimate is updated

Retainer invoice created

Triggers when a retainer invoice is created

Recurring expense created

Triggers when a new recurring expense is created

Invoice created

Triggers when a new invoice is created

Custom module entry created

Triggers when a new custom module entry is created

Item created

Triggers when a new item is created

Estimate created

Triggers when a new estimate is created

Purchase order created

Triggers when a new purchase order is created

Vendor created

Triggers when a new vendor is created

Vendor updated

Triggers when the details of an existing vendor is updated

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Sales receipt updated

Triggers when the details of an existing sales receipt is updated

Sales order updated

Triggers when the details of an existing sales order are updated

Expense created

Triggers when a new expense is created

Customer updated

Triggers when the details of a customer are updated

Sales receipt created

Triggers when a new sales receipt is created

Time entry updated

Triggers when an existing time entry is updated

Account updated

Triggers when the details of an account in the selected organization are updated

Recurring invoice updated

Triggers when the details of an existing recurring invoice are updated

Inventory adjustment updated

Triggers when the details of an existing inventory adjustment is updated

Invoice updated

Triggers when an existing invoice is updated

Account created

Triggers when an account is created in the selected organization

Recurring invoice created

Triggers when a new recurring invoice is created

Inventory adjustment made

Triggers when a new inventory adjustment is made

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Expense updated

Triggers when an existing expense is updated

Vendor credit created

Triggers when a new vendor credit is created

Customer payment received

Triggers when a new payment is made by a customer

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Vendor credit updated

Triggers when the details of an existing vendor credit are updated

Credit note created

Triggers when a new credit note is created in the selected organization

Bill updated

Triggers when an existing bill is updated

Time entry created

Triggers when a new time entry is created

Purchase order updated

Triggers when the details of an existing purchase order are updated

Project updated

Triggers when an existing project is updated

Delivery challan created

Triggers when a new delivery challan is created

Recurring bill updated

Triggers when the details of an existing recurring bill is updated

Delivery challan updated

Triggers when the details of an existing delivery challan are updated

Sales order created

Triggers when a sales order is created

New Note

Triggers when a new note is created

New Task

Triggers when a new task is created

New Folder

Triggers when a new folder is created

All Actions - Actions are the automated tasks

Send purchase order

Sends an existing purchase order by email

Create vendor

Creates a new vendor

Create sales person

Creates a new sales person

Mark as primary contact person

Marks the specified contact as the primary contact of the company

Add comment to bill

Adds a comment to the specified bill

Add comment to vendor

Adds a comment to the specified vendor

Create invoice

Creates a new invoice

Enable portal access

Enables portal access for the specified customer or vendor

Create expense

Creates a new expense

Create bank transaction

Creates a new bank transaction

Add comment to vendor credit

Adds a comment to the specified vendor credit

Add comment to estimate

Adds a comment to the specified estimate

Invite user to project

Invites a new user to the selected project

Create account

Creates a new account in the selected organization

Create journal

Creates a new journal

Create sales order

Creates a new sales order

Create item

Creates a new item

Create sales receipt

Creates a new sales receipt

Create public share link

Creates a public share link for the selected module

Create delivery challan

Creates a new delivery challan

Add user

Adds a new user

Create purchase order

Creates a new purchase order

Request payment information

Requests payment information from the specified contact

Create payment link

Creates a new payment link

Create credit note

Creates a new credit note

Add comment to project

Adds a comment to the specified project

Update invoice reminder status

Updates the status of an existing invoice reminder

Record retainer invoice payment

Records payment for an existing retainer invoice

Record customer payment

Records a payment for an existing customer invoice

Refund credit note

Refunds credit note by ID

Create project

Creates a new project

Send sales order

Sends an existing sales order by email

Create estimate

Creates a new estimate

Create customer

Creates a new customer

Create retainer invoice

Creates a new retainer invoice

Create recurring invoice

Creates a new recurring invoice

Send estimate

Sends an existing estimate to the specified recipients

Update customer SMS notification status

Updates the status of an existing customer SMS notification

Create time entry

Creates a new time entry

Add comment to purchase order

Adds a comment to the specified purchase order

Add comment to retainer invoice

Adds a comment to the specified retainer invoice

Create contact person

Creates a new contact person

Refund customer payment

Refunds the specified payment

Add comment to invoice

Adds a comment to the specified invoice

Add address

Adds an address to a customer or vendor contact

Create recurring expense

Creates a new recurring expense

Create vendor credit

Creates a new vendor credit

Send invoice

Sends an existing invoice by email

Add comment to credit note

Adds a comment to the specified credit note

Create task

Creates a new task

Create bill

Creates a new bill

Create recurring bill

Creates a new recurring bill

Create currency adjustment

Creates a currency adjustment for all open transactions on the specified date

Send credit note

Sends the specified credit note to a recipient

Record vendor payment

Records a payment for an existing vendor invoice

Add comment to customer

Adds a comment to the specified customer

Assign user to project

Assigns the specified user to an existing project

Send retainer invoice

Sends an existing retainer invoice by email

Create inventory adjustment

Creates a new inventory adjustment

Add comment to sales order

Adds a comment to the specified sales order

Create custom module entry

Creates a new custom module entry

Update credit note status

Updates the status of an existing credit note

Update payment link

Updates the details of an existing payment link

Update project status

Updates the status of an existing project

Update user

Updates the details of an existing user

Update vendor credit

Updates the details of an existing vendor credit

Submit or approve retainer invoice

Submits or approves an existing retainer invoice

Reject credit note

Rejects an existing credit note

Update user status

Updates the status of an existing user

Update invoice status

Updates the status of an existing invoice

Update sales order

Updates the details of an existing sales order

Reject estimate

Rejects an existing estimate

Link customer to vendor

Links the customer to an existing vendor

Reject retainer invoice

Rejects an existing retainer invoice

Update expense

Updates the details of an existing expense

Update custom module entry

Updates the details of a existing custom module entry

Update sales order status

Updates the status of an existing sales order

Update contact person

Updates the details of an existing contact person

Update bill

Updates the details of an existing bill

Submit or approve purchase order

Submits or approves an existing purchase order

Update delivery challan

Updates the details of an existing delivery challan

Reject sales order

Rejects an existing sales order

Reject vendor credit

Rejects an existing vendor credit

Update recurring expense

Updates the details of an existing recurring expense

Reject purchase order

Rejects an existing purchase order

Submit or approve vendor credit

Submits or approves an existing vendor credit

Stop or resume recurring bill

Stops or resumes an existing recurring bill

Submit or approve credit note

Submits or approves an existing credit note

Update customer

Updates the details of an existing customer

Update address

Updates the details of an existing customer or vendor address

Update vendor

Updates the details of an existing vendor

Stop or resume recurring expense

Stops or resumes an existing recurring expense

Update time entry

Updates an existing time entry

Submit or approve sales order

Submits or approves an existing sales order

Update project

Updates the details of an existing project

Update purchase order status

Updates the status of an existing purchase order

Update recurring invoice

Updates the details of an existing recurring invoice

Update recurring bill

Updates the details of an existing recurring bill

Apply credit to invoice

Adds a credit note to the specified invoice

Update item

Updates the details of an existing item

Update contact status

Updates the status of an existing customer or vendor

Unlock transaction

Unlocks the locked transactions to allow for modification or deletion

Submit or approve invoice

Submits or approves an existing invoice

Update credit note

Updates the details of an existing credit note

Update invoice

Updates the details of an existing invoice

Reject invoice

Rejects an existing invoice

Reject bill

Rejects an existing bill

Submit or approve bill

Submits or approves an existing bill

Update bill status

Updates the status of an existing bill

Apply retainer invoice to invoice

Adds a retainer invoice to the specified invoice

Update task

Updates the details of an existing task

Update retainer invoice

Updates the details of an existing retainer invoice

Update retainer invoice status

Updates the details of an existing retainer invoice

Stop or resume recurring invoice

Stops or resumes an existing recurring invoice

Update vendor credit status

Updates the details of an existing credit status

Update estimate

Updates the details of an existing estimate

Update purchase order

Updates the details of an existing purchase order

Update account

Updates the details of an account in the selected organization

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 journal

Updates the details of an existing journal

Update estimate status

Updates the status of an existing estimate

Fetch payment link

Fetches the details of an existing payment link

Fetch journal

Fetches the details of an existing journal

Fetch credit note

Fetches the details of an existing credit note by number

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch sales order

Fetches the details of an existing sales order by number

Fetch vendor payment

Fetches the details of an existing vendor payment

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 user

Fetches the details of an existing user by email address

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 recurring expense

Fetches the details of an existing recurring expense by profile name

Fetch recurring invoice

Fetches the details of an existing recurring invoice by profile name

Fetch item

Fetches the details of an existing item by its ID, number or name.

Fetch estimate

Fetches the details of an existing estimate by its number

Fetch account

Fetches the details of an existing account by its ID

Fetch vendor

Fetches the details of an existing vendor

Fetch delivery challan

Fetches the details of an existing delivery challan

Fetch invoice

Fetches the details of an existing invoice

Fetch vendor credit

Fetches the details of an existing vendor credit

Fetch customer

Fetches the details of an existing customer

Fetch project

Fetches the details of an existing project by name

Fetch customer payment

Fetches the details of an existing customer payment

Fetch bill

Fetches the details of an existing bill

Fetch bank account

Fetches the details of an existing bank account

Fetch retainer invoice

Fetches the details of an existing retainer invoice by number

Fetch purchase order

Fetches the details of an existing purchase order by its number

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch inventory adjustment

Fetches the details of an existing inventory adjustment

Create Note

Creates a new note in the selected folder

Create Task

Creates a new task with no folder assigned

Creater Folder

Creates a new folder

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 Toodledo?

Toodledo is a task manager that lets you prioritize, sort, and manage your tasks. You can set goals, schedule reminders, and collaborate with your team to track your success.

Notes To-Do Lists

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 >

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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