Connect Zoho Books to Pipeless Recommendations

Both apps 32Zoho Books 24Pipeless Recommendations 8

• Trigger
  New bill

  Triggered when a new bill is created

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Estimate

  Triggers when a new estimate is created.

• Trigger
  New Expense

  Triggers when an expense is created.

• Trigger
  New Item

  Triggers when a new item is created.

• Trigger
  New Sales Invoice

  Triggers when a new sales invoice is created.

• Action
  Add bill

  Creates a bill received from a vendor in Zoho Books.

• Action
  Add customer payment

  Record a customer payment.

• Action
  Add expense

  Create an expense.

• Action
  Create Customer

  Creates a new customer contact in a Zoho Books organization.

• Action
  Create Estimate

  Creates a new estimate.

• Action
  Create Item

  Creates a new item.

• Action
  Create Sales Invoice

  Creates a new sales invoice.

• Action
  Find customers by criteria

  Returns the customers in a Zoho Books organization that match the specified criteria (name, company, contact person, address, email, phone, status or free text).

• Action
  Find Invoice

  Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.

• Action
  Get Bill

  Returns one vendor bill from Zoho Books, including its number, vendor, status and total.

• Action
  Get customer

  Get a contact by id.

• Action
  Get Estimate

  Returns one estimate (quote) from Zoho Books, including its number, customer, status and total.

• Action
  Get Expense

  Returns one expense recorded in Zoho Books, including its amount, date and accounts.

• Action
  Get Item

  Returns one item from your Zoho Books item list, including its name, rate and description.

• Action
  Get sales invoice

  Retrieves the details of an existing invoice in Zoho Books.

• Action
  Update customer

  Updates an existing customer in Zoho Books. Only the fields you fill in are changed.

• Action
  Update item

  Update an item.

• Action
  Update sales invoice

  Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.

• Action
  Create Event

  Creates a single event linking a start object to an end object through a relationship (for example, a user who liked a post) in your Pipeless app.

• Action
  Create Events (With Line Item Support)

  Creates up to 10 events in one call, such as several line items a user purchased.

• Action
  Delete event

  Deletes the event(s) matching a start object, relationship type and end object.

• Action
  Delete object

  Deletes an object and all the relationships and events connected to it.

• Action
  Get Activity on Object

  Returns the activity that has taken place on an object, such as who followed or liked it.

• Action
  Get object

  Returns basic info (type, created and modified dates) for a single Pipeless object.

• Action
  List recent events

  Returns the most recent events (user–relationship–object interactions) that have been sent to your Pipeless app.

• Action
  Update object

  Updates an existing Pipeless object's id or its created/modified timestamps.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.