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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

Account transaction added
Triggers when a new account transaction is added

Project updated
Triggers when an existing project is updated

Delivery challan created
Triggers when a new delivery challan is created

Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated

Purchase order updated
Triggers when the details of an existing purchase order are updated

Sales order created
Triggers when a sales order is created

Recurring bill updated
Triggers when the details of an existing recurring bill is updated

Vendor payment made
Triggers when a vendor payment is made

Bill created
Triggers when a new bill is created

Vendor created
Triggers when a new vendor is created

Invoice updated
Triggers when an existing invoice is updated

Credit note updated
Triggers when the details of an existing credit note are updated

Account created
Triggers when an account is created in the selected organization

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

Retainer invoice created
Triggers when a retainer invoice is created

Delivery challan updated
Triggers when the details of an existing delivery challan are updated

Vendor payment updated
Triggers when the details of an existing vendor payment is updated

Item created
Triggers when a new item is created

Funds transferred to another account
Triggers when funds are transferred from one account to another

Invoice created
Triggers when a new invoice is created

Recurring expense created
Triggers when a new recurring expense is created

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

Item updated
Triggers when an existing item is updated

Inventory adjustment made
Triggers when a new inventory adjustment is made

Time entry updated
Triggers when an existing time entry is updated

Estimate updated
Triggers when an existing estimate is updated

Recurring invoice created
Triggers when a new recurring invoice is created

Customer payment received
Triggers when a new payment is made by a customer

Bill updated
Triggers when an existing bill is updated

Customer payment updated
Triggers when a payment made by a customer is updated

Estimate created
Triggers when a new estimate is created

Expense created
Triggers when a new expense is created

Customer updated
Triggers when the details of a customer are updated

Inventory adjustment updated
Triggers when the details of an existing inventory adjustment is updated

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

Expense updated
Triggers when an existing expense is updated

Vendor credit created
Triggers when a new vendor credit is created

Sales receipt created
Triggers when a new sales receipt is created

Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated

Project created
Triggers when a new project is created

Custom module entry updated
Triggers when the details of an existing module entry are updated

Custom module entry created
Triggers when a new custom module entry is created

Time entry created
Triggers when a new time entry is created

Purchase order created
Triggers when a new purchase order is created

Recurring bill created
Triggers when a new recurring bill is created

Customer created
Triggers when a new customer is created

Vendor updated
Triggers when the details of an existing vendor is updated

Announcement updated
Triggers when the details of an existing announcement is updated

Board created
Triggers when a new board is created

Task unassigned
Triggers when a task is unassigned

Forum created
Triggers when a new forum is created

Status created
Triggers when a new conversation is posted

Task assigned
Triggers when a task is assigned

Task completed
Triggers when a task is completed in selected board

Event invited
Triggers when an invitee is added to an event

Question created
Triggers when a new questions is created

Forum updated
Triggers when an existing forum post is updated

Poll created
Triggers when a new poll is created

User mentioned in post
Triggers when the configuration user is mentioned in a conversation

Event updated
Triggers when the details of an existing event is updated

New task created
Triggers when a new task is created

Member removed from board
Triggers when a member is removed from a board

Member removed from network
Triggers when a new member is removed from the selected network

Task updated
Triggers when the details of an existing task is updated

Member added in network
Triggers when a new member added to the selected network

Task status changed
Triggers when the status of an existing task is updated

Event created
Triggers when a new event is created

Task reminder
Triggers when a task is created with a reminder

Announcement comment created
Triggers when a new comment is created in announcements

Announcement created
Triggers when a new announcement is created

Group created
Triggers when a new group is created

User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment

Member added in board
Triggers when a member is added to a board

Member added in group
Triggers when a member added to group

Task open
Triggers when a task status is marked as open
All Actions - Actions are the automated tasks

Record vendor payment
Records a payment for an existing vendor invoice

Send invoice
Sends an existing invoice by email

Assign user to project
Assigns the specified user to an existing project

Add comment to vendor credit
Adds a comment to the specified vendor credit

Add comment to retainer invoice
Adds a comment to the specified retainer invoice

Create payment link
Creates a new payment link

Record retainer invoice payment
Records payment for an existing retainer invoice

Refund credit note
Refunds credit note by ID

Send retainer invoice
Sends an existing retainer invoice by email

Add address
Adds an address to a customer or vendor contact

Create credit note
Creates a new credit note

Create inventory adjustment
Creates a new inventory adjustment

Send credit note
Sends the specified credit note to a recipient

Add comment to sales order
Adds a comment to the specified sales order

Create recurring bill
Creates a new recurring bill

Create recurring invoice
Creates a new recurring invoice

Create retainer invoice
Creates a new retainer invoice

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

Create estimate
Creates a new estimate

Update customer SMS notification status
Updates the status of an existing customer SMS notification

Create contact person
Creates a new contact person

Create custom module entry
Creates a new custom module entry

Add comment to customer
Adds a comment to the specified customer

Add comment to estimate
Adds a comment to the specified estimate

Create customer
Creates a new customer

Add comment to purchase order
Adds a comment to the specified purchase order

Add comment to bill
Adds a comment to the specified bill

Create vendor
Creates a new vendor

Send sales order
Sends an existing sales order by email

Enable portal access
Enables portal access for the specified customer or vendor

Send estimate
Sends an existing estimate to the specified recipients

Add comment to credit note
Adds a comment to the specified credit note

Mark as primary contact person
Marks the specified contact as the primary contact of the company

Create delivery challan
Creates a new delivery challan

Create task
Creates a new task

Create sales person
Creates a new sales person

Request payment information
Requests payment information from the specified contact

Create expense
Creates a new expense

Create time entry
Creates a new time entry

Create bill
Creates a new bill

Create vendor credit
Creates a new vendor credit

Invite user to project
Invites a new user to the selected project

Create item
Creates a new item

Create recurring expense
Creates a new recurring expense

Create sales order
Creates a new sales order

Send purchase order
Sends an existing purchase order by email

Add user
Adds a new user

Create journal
Creates a new journal

Create public share link
Creates a public share link for the selected module

Update invoice reminder status
Updates the status of an existing invoice reminder

Create bank transaction
Creates a new bank transaction

Create sales receipt
Creates a new sales receipt

Add comment to project
Adds a comment to the specified project

Create project
Creates a new project

Create account
Creates a new account in the selected organization

Create invoice
Creates a new invoice

Refund customer payment
Refunds the specified payment

Add comment to invoice
Adds a comment to the specified invoice

Add comment to vendor
Adds a comment to the specified vendor

Record customer payment
Records a payment for an existing customer invoice

Create purchase order
Creates a new purchase order

Submit or approve retainer invoice
Submits or approves an existing retainer invoice

Update payment link
Updates the details of an existing payment link

Update retainer invoice
Updates the details of an existing retainer invoice

Update task
Updates the details of an existing task

Update estimate status
Updates the status of an existing estimate

Link customer to vendor
Links the customer to an existing vendor

Update purchase order status
Updates the status of an existing purchase order

Update project
Updates the details of an existing project

Update invoice status
Updates the status of an existing invoice

Reject purchase order
Rejects an existing purchase order

Update delivery challan
Updates the details of an existing delivery challan

Reject estimate
Rejects an existing estimate

Reject sales order
Rejects an existing sales order

Update journal
Updates the details of an existing journal

Update estimate
Updates the details of an existing estimate

Update vendor credit status
Updates the details of an existing credit status

Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice

Update user status
Updates the status of an existing user

Update customer
Updates the details of an existing customer

Reject credit note
Rejects an existing credit note

Update retainer invoice status
Updates the details of an existing retainer invoice

Submit or approve purchase order
Submits or approves an existing purchase order

Reject bill
Rejects an existing bill

Stop or resume recurring invoice
Stops or resumes an existing recurring invoice

Update sales order status
Updates the status of an existing sales order

Submit or approve bill
Submits or approves an existing bill

Reject vendor credit
Rejects an existing vendor credit

Update user
Updates the details of an existing user

Update custom module entry
Updates the details of a existing custom module entry

Update address
Updates the details of an existing customer or vendor address

Update credit note status
Updates the status of an existing credit note

Stop or resume recurring expense
Stops or resumes an existing recurring expense

Update bill
Updates the details of an existing bill

Update vendor credit
Updates the details of an existing vendor credit

Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted

Submit or approve estimate
Submits or approves an existing estimate

Reject invoice
Rejects an existing invoice

Update recurring expense
Updates the details of an existing recurring expense

Update sales order
Updates the details of an existing sales order

Update contact person
Updates the details of an existing contact person

Update invoice
Updates the details of an existing invoice

Update expense
Updates the details of an existing expense

Submit or approve sales order
Submits or approves an existing sales order

Update time entry
Updates an existing time entry

Update bill status
Updates the status of an existing bill

Update credit note
Updates the details of an existing credit note

Submit or approve invoice
Submits or approves an existing invoice

Update recurring bill
Updates the details of an existing recurring bill

Update project status
Updates the status of an existing project

Unlock transaction
Unlocks the locked transactions to allow for modification or deletion

Update contact status
Updates the status of an existing customer or vendor

Update account
Updates the details of an account in the selected organization

Update vendor
Updates the details of an existing vendor

Submit or approve credit note
Submits or approves an existing credit note

Stop or resume recurring bill
Stops or resumes an existing recurring bill

Reject retainer invoice
Rejects an existing retainer invoice

Update recurring invoice
Updates the details of an existing recurring invoice

Update item
Updates the details of an existing item

Apply credit to invoice
Adds a credit note to the specified invoice

Submit or approve vendor credit
Submits or approves an existing vendor credit

Update purchase order
Updates the details of an existing purchase order

Fetch custom module entry
Fetches the details of an existing custom module entry

Fetch credit note
Fetches the details of an existing credit note by number

Fetch account
Fetches the details of an existing account by its ID

Fetch purchase order
Fetches the details of an existing purchase order by its number

Fetch vendor credit
Fetches the details of an existing vendor credit

Fetch payment link
Fetches the details of an existing payment link

Fetch recurring bill
Fetches the details of an existing recurring bill

Fetch customer payment
Fetches the details of an existing customer payment

Fetch project
Fetches the details of an existing project by name

Fetch bank account
Fetches the details of an existing bank account

Convert sales order to invoice
Converts an existing sales order to an invoice

Fetch estimate
Fetches the details of an existing estimate by its number

Fetch bill
Fetches the details of an existing bill

Fetch user
Fetches the details of an existing user by email address

Fetch journal
Fetches the details of an existing journal

Fetch recurring expense
Fetches the details of an existing recurring expense by profile name

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 sales order
Fetches the details of an existing sales order by number

Fetch delivery challan
Fetches the details of an existing delivery challan

Fetch sales receipt
Fetches the details of an existing sales receipt by number

Fetch vendor payment
Fetches the details of an existing vendor payment

Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name

Fetch invoice
Fetches the details of an existing invoice

Fetch retainer invoice
Fetches the details of an existing retainer invoice by number

Fetch inventory adjustment
Fetches the details of an existing inventory adjustment

Fetch customer
Fetches the details of an existing customer

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

Fetch vendor
Fetches the details of an existing vendor

Create forum post
Creates a new forum post

Add member to group
Adds a member to the selected group

Create group
Creates a new group in the selected network

Create checklist
Creates a checklist for the specified task

Add comment in post
Adds a comment in the specified post

Create task in section
Creates a new task in the selected section

Create conversation
Creates a new conversation in the selected group

Create group event
Creates a new group event

Create board from board template
Creates a new board from an existing saved template

Invite user
Invites a user to the selected network

Create private event
Creates a new private event

Add comment in task
Adds a comment in the specified task

Add member to board
Adds a member to the selected board

Create board
Creates a new board

Create private task
Creates a new private task

Archive board
Archives the selected board

Unarchive group
Unarchives the selected group

Archive task
Archives the selected task

Archive group
Archives the selected group

Unarchive board
Unarchives 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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