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Integrate Zoho Books with Flow
Send information between Zoho Books and Flow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Initiate a new task in Flow 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 generate a task in Flow 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 the selected workspace in Flow.
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Initiate a new task in Flow whenever an order is created in Zoho Books
Zoho Books + Flow
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Build your own integrations between Zoho Books and Flow
Connect Zoho Books and Flow with over 700+ 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 Flow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Customer payment received
Triggers when a new payment is made by a customer
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Sales order created
Triggers when a sales order is created
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Account created
Triggers when an account is created in the selected organization
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Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
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Delivery challan created
Triggers when a new delivery challan is created
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Custom module entry updated
Triggers when the details of an existing module entry are updated
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Account transaction added
Triggers when a new account transaction is added
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Vendor payment made
Triggers when a vendor payment is made
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Recurring bill updated
Triggers when the details of an existing recurring bill is updated
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Recurring bill created
Triggers when a new recurring bill is created
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Purchase order updated
Triggers when the details of an existing purchase order are updated
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Time entry created
Triggers when a new time entry is created
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Custom module entry created
Triggers when a new custom module entry is created
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Sales receipt updated
Triggers when the details of an existing sales receipt is updated
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Project created
Triggers when a new project is created
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Vendor updated
Triggers when the details of an existing vendor is updated
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Item created
Triggers when a new item is created
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Customer updated
Triggers when the details of a customer are updated
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Purchase order created
Triggers when a new purchase order is created
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Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
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Sales receipt created
Triggers when a new sales receipt is created
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Credit note created
Triggers when a new credit note is created in the selected organization
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Expense updated
Triggers when an existing expense is updated
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Recurring expense updated
Triggers when the details of an existing recurring expense are updated
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Inventory adjustment updated
Triggers when the details of an existing inventory adjustment is updated
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Recurring invoice created
Triggers when a new recurring invoice is created
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Expense created
Triggers when a new expense is created
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Time entry updated
Triggers when an existing time entry is updated
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Inventory adjustment made
Triggers when a new inventory adjustment is made
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Project updated
Triggers when an existing project is updated
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Vendor credit updated
Triggers when the details of an existing vendor credit are updated
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Bill updated
Triggers when an existing bill is updated
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Recurring expense created
Triggers when a new recurring expense is created
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Bill created
Triggers when a new bill is created
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Customer payment updated
Triggers when a payment made by a customer is updated
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Invoice updated
Triggers when an existing invoice is updated
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Vendor credit created
Triggers when a new vendor credit is created
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Vendor created
Triggers when a new vendor is created
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Account updated
Triggers when the details of an account in the selected organization are updated
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Customer created
Triggers when a new customer is created
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Funds transferred to another account
Triggers when funds are transferred from one account to another
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Credit note updated
Triggers when the details of an existing credit note are updated
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Retainer invoice created
Triggers when a retainer invoice is created
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Sales order updated
Triggers when the details of an existing sales order are updated
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Item updated
Triggers when an existing item is updated
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Delivery challan updated
Triggers when the details of an existing delivery challan are updated
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Estimate created
Triggers when a new estimate is created
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Invoice created
Triggers when a new invoice is created
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Estimate updated
Triggers when an existing estimate is updated
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Vendor payment updated
Triggers when the details of an existing vendor payment is updated
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Team created
Triggers when a new team is created
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Project created
Triggers when a new project is created
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Task updated
Triggers when the selected task is updated
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Task created
Triggers when a new task is created
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Project updated
Triggers when the details of an existing project are updated
All Actions - Actions are the automated tasks
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Add comment to purchase order
Adds a comment to the specified purchase order
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Create task
Creates a new task
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Create custom module entry
Creates a new custom module entry
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Send credit note
Sends the specified credit note to a recipient
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Enable portal access
Enables portal access for the specified customer or vendor
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Create time entry
Creates a new time entry
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Add address
Adds an address to a customer or vendor contact
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Send invoice
Sends an existing invoice by email
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Create vendor credit
Creates a new vendor credit
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Create invoice
Creates a new invoice
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Add comment to credit note
Adds a comment to the specified credit note
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Send estimate
Sends an existing estimate to the specified recipients
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Create sales order
Creates a new sales order
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Create recurring expense
Creates a new recurring expense
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Create vendor
Creates a new vendor
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Add comment to bill
Adds a comment to the specified bill
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Refund credit note
Refunds credit note by ID
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Add comment to customer
Adds a comment to the specified customer
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Record customer payment
Records a payment for an existing customer invoice
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Create inventory adjustment
Creates a new inventory adjustment
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Create credit note
Creates a new credit note
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Assign user to project
Assigns the specified user to an existing project
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Update invoice reminder status
Updates the status of an existing invoice reminder
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Record vendor payment
Records a payment for an existing vendor invoice
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Create recurring bill
Creates a new recurring bill
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Create payment link
Creates a new payment link
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Create project
Creates a new project
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Create bill
Creates a new bill
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Add comment to sales order
Adds a comment to the specified sales order
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Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
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Send retainer invoice
Sends an existing retainer invoice by email
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Mark as primary contact person
Marks the specified contact as the primary contact of the company
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Create journal
Creates a new journal
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Add comment to vendor
Adds a comment to the specified vendor
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Add comment to invoice
Adds a comment to the specified invoice
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Request payment information
Requests payment information from the specified contact
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Create sales person
Creates a new sales person
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Create bank transaction
Creates a new bank transaction
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Invite user to project
Invites a new user to the selected project
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Create account
Creates a new account in the selected organization
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Send purchase order
Sends an existing purchase order by email
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Create expense
Creates a new expense
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Create estimate
Creates a new estimate
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Add comment to vendor credit
Adds a comment to the specified vendor credit
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Add user
Adds a new user
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Create customer
Creates a new customer
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Update customer SMS notification status
Updates the status of an existing customer SMS notification
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Refund customer payment
Refunds the specified payment
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Create recurring invoice
Creates a new recurring invoice
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Create contact person
Creates a new contact person
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Send sales order
Sends an existing sales order by email
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Create retainer invoice
Creates a new retainer invoice
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Add comment to project
Adds a comment to the specified project
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Create sales receipt
Creates a new sales receipt
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Create public share link
Creates a public share link for the selected module
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Record retainer invoice payment
Records payment for an existing retainer invoice
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Add comment to estimate
Adds a comment to the specified estimate
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Create delivery challan
Creates a new delivery challan
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Add comment to retainer invoice
Adds a comment to the specified retainer invoice
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Create purchase order
Creates a new purchase order
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Create item
Creates a new item
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Link customer to vendor
Links the customer to an existing vendor
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Reject retainer invoice
Rejects an existing retainer invoice
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Update project
Updates the details of an existing project
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Submit or approve credit note
Submits or approves an existing credit note
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Reject purchase order
Rejects an existing purchase order
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Submit or approve vendor credit
Submits or approves an existing vendor credit
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Update expense
Updates the details of an existing expense
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Update item
Updates the details of an existing item
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Update recurring invoice
Updates the details of an existing recurring invoice
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Update recurring bill
Updates the details of an existing recurring bill
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Stop or resume recurring bill
Stops or resumes an existing recurring bill
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Update credit note
Updates the details of an existing credit note
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Update purchase order
Updates the details of an existing purchase order
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Update account
Updates the details of an account in the selected organization
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Apply credit to invoice
Adds a credit note to the specified invoice
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Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
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Update purchase order status
Updates the status of an existing purchase order
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Update user status
Updates the status of an existing user
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Update time entry
Updates an existing time entry
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Submit or approve sales order
Submits or approves an existing sales order
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Update invoice status
Updates the status of an existing invoice
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Update custom module entry
Updates the details of a existing custom module entry
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Update retainer invoice status
Updates the details of an existing retainer invoice
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Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
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Update task
Updates the details of an existing task
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Reject sales order
Rejects an existing sales order
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Update sales order
Updates the details of an existing sales order
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Reject estimate
Rejects an existing estimate
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Reject bill
Rejects an existing bill
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Update contact person
Updates the details of an existing contact person
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Reject vendor credit
Rejects an existing vendor credit
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Update recurring expense
Updates the details of an existing recurring expense
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Update delivery challan
Updates the details of an existing delivery challan
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Update user
Updates the details of an existing user
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Update credit note status
Updates the status of an existing credit note
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Update payment link
Updates the details of an existing payment link
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Update sales order status
Updates the status of an existing sales order
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Stop or resume recurring expense
Stops or resumes an existing recurring expense
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Update invoice
Updates the details of an existing invoice
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Reject invoice
Rejects an existing invoice
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Submit or approve invoice
Submits or approves an existing invoice
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Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted
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Update bill status
Updates the status of an existing bill
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Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
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Update contact status
Updates the status of an existing customer or vendor
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Update estimate
Updates the details of an existing estimate
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Update journal
Updates the details of an existing journal
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Update estimate status
Updates the status of an existing estimate
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Submit or approve estimate
Submits or approves an existing estimate
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Update retainer invoice
Updates the details of an existing retainer invoice
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Update bill
Updates the details of an existing bill
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Submit or approve purchase order
Submits or approves an existing purchase order
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Update vendor credit status
Updates the details of an existing credit status
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Submit or approve bill
Submits or approves an existing bill
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Update customer
Updates the details of an existing customer
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Update address
Updates the details of an existing customer or vendor address
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Update project status
Updates the status of an existing project
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Reject credit note
Rejects an existing credit note
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Submit or approve retainer invoice
Submits or approves an existing retainer invoice
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Update vendor
Updates the details of an existing vendor
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Update vendor credit
Updates the details of an existing vendor credit
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Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
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Fetch purchase order
Fetches the details of an existing purchase order by its number
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Fetch account
Fetches the details of an existing account by its ID
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Fetch sales order
Fetches the details of an existing sales order by number
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Fetch project
Fetches the details of an existing project by name
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Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
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Fetch recurring bill
Fetches the details of an existing recurring bill
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Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
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Fetch bill
Fetches the details of an existing bill
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Fetch sales receipt
Fetches the details of an existing sales receipt by number
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Convert sales order to invoice
Converts an existing sales order to an invoice
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Fetch bank account
Fetches the details of an existing bank account
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Fetch user
Fetches the details of an existing user by email address
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Fetch customer payment
Fetches the details of an existing customer payment
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Fetch custom module entry
Fetches the details of an existing custom module entry
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Fetch item
Fetches the details of an existing item by its ID, number or name.
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Fetch journal
Fetches the details of an existing journal
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Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
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Fetch vendor
Fetches the details of an existing vendor
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Fetch vendor credit
Fetches the details of an existing vendor credit
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Fetch invoice
Fetches the details of an existing invoice
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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.
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Fetch credit note
Fetches the details of an existing credit note by number
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Fetch payment link
Fetches the details of an existing payment link
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Fetch estimate
Fetches the details of an existing estimate by its number
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Fetch vendor payment
Fetches the details of an existing vendor payment
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Fetch customer
Fetches the details of an existing customer
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Fetch delivery challan
Fetches the details of an existing delivery challan
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Create task
Creates a new task in the selected workspace
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Post comment
Posts a comment in the selected 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 Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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 >