Connect Zoho Books to SigningHub

Both apps 35Zoho Books 24SigningHub 11

• 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
  Add Digital Signature

  Adds a digital signature field to a document in a SigningHub package and assigns it to a recipient in the workflow.

• Action
  Add Document

  Uploads a document file into an existing SigningHub document package.

• Action
  Add Electronic Signature

  Adds an electronic signature field to a document in a package, assigned to a recipient in the workflow.

• Action
  Add Recipient to Workflow

  Adds a signer or other recipient to a document package's workflow.

• Action
  Add User

  Registers a new user in your SigningHub enterprise account, optionally with a password, role and profile details.

• Action
  Create Integration URL

  Generates an encrypted SigningHub link that opens a shared document package so a user can view and sign it from your application.

• Action
  Create Package

  Creates a new document package in SigningHub to hold documents and recipients for a signing workflow.

• Action
  Download Package

  Downloads a document package as a Base64-encoded file: a PDF for a single-document package, or a zip of all its documents.

• Action
  Get Document Fields

  Returns the fields on a document in a SigningHub package: signature, initials, in-person, text, checkbox, radio, dropdown, listbox, QR code, attachment and comment fields.

• Action
  Get Package

  Returns the details of a SigningHub document package: its name, owner, status and the documents it contains.

• Action
  Share Document for Signing

  Shares a prepared document package with its signers and starts the signing workflow.

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