Integrate Zoho Books with Zoho Connect
Send information between Zoho Books and Zoho Connect automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Zoho Connect whenever an order is created in Zoho Books
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Zoho Connect whenever an order is created 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 section in Zoho Connect.
Initiate a new task in Zoho Connect whenever an order is created in Zoho Books
Zoho Books + Zoho Connect
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Supported triggers and actions
Integrate Zoho Books and Zoho Connect 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
Group created
Triggers when a new group is created
Task open
Triggers when a task status is marked as open
Task assigned
Triggers when a task is assigned
Task unassigned
Triggers when a task is unassigned
Announcement comment created
Triggers when a new comment is created in announcements
Member added in board
Triggers when a member is added to a board
Task completed
Triggers when a task is completed in selected board
Member removed from board
Triggers when a member is removed from a board
Task reminder
Triggers when a task is created with a reminder
Task updated
Triggers when the details of an existing task is updated
Poll created
Triggers when a new poll is created
Board created
Triggers when a new board is created
Status created
Triggers when a new conversation is posted
Event created
Triggers when a new event is created
Member added in group
Triggers when a member added to group
New task created
Triggers when a new task is created
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Announcement created
Triggers when a new announcement is created
Announcement updated
Triggers when the details of an existing announcement is updated
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
Question created
Triggers when a new questions is created
Task status changed
Triggers when the status of an existing task is updated
Member removed from network
Triggers when a new member is removed from the selected network
Forum created
Triggers when a new forum is created
Forum updated
Triggers when an existing forum post is updated
Event updated
Triggers when the details of an existing event is updated
Event invited
Triggers when an invitee is added to an event
Member added in network
Triggers when a new member added to the selected network
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 private task
Creates a new private task
Create board
Creates a new board
Create task in section
Creates a new task in the selected section
Invite user
Invites a user to the selected network
Create private event
Creates a new private event
Add member to group
Adds a member to the selected group
Add comment in post
Adds a comment in the specified post
Create group event
Creates a new group event
Add member to board
Adds a member to the selected board
Add comment in task
Adds a comment in the specified task
Create forum post
Creates a new forum post
Create board from board template
Creates a new board from an existing saved template
Create checklist
Creates a checklist for the specified task
Create conversation
Creates a new conversation in the selected group
Create group
Creates a new group in the selected network
Unarchive group
Unarchives the selected group
Unarchive board
Unarchives the selected board
Archive task
Archives the selected task
Archive group
Archives the selected group
Archive board
Archives the selected board
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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.
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What is Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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