Connect Zoho Books and Zoho Invoice

Both apps 47Zoho Books 24Zoho Invoice 23

• 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.

• Trigger
  Customer Payment

  Triggered when a new customer payment is recorded

• Trigger
  Invoice Status Change

  Triggers when an invoice status is changed.

• Trigger
  New Contact

  Triggered when a new contact is created

• Trigger
  New Contact Person

  Triggers when a new point of contact is added to an existing contact.

• Trigger
  New Credit Note

  Triggers when a new Credit Note is created.

• Trigger
  New Estimate

  Triggers when a New Estimate is Created.

• Trigger
  New Invoice

  Triggers when a new sales invoice is created.

• Trigger
  New Item

  Triggers when New Item is created.

• Trigger
  Updated Invoice

  Triggered when an invoice is created or updated

• Action
  Create Contact Person

  Creates a new point of contact for a specific contact.

• Action
  Create Credit Note

  Creates a new credit note for a customer

• Action
  Create New Contact

  Creates a new contact.

• Action
  Create New Estimate

  Create New Estimate

• Action
  Create New Invoice

  Create a New Invoice

• Action
  Create New Item

  Create New Item

• Action
  Find Contact

  Returns the contacts that match the specified search criteria.

• Action
  Find Organization

  Finds an Organization

• Action
  Get Credit Note

  Retrieve a credit note by its ID; returns number, status, customer, reference number and line items.

• Action
  Get Estimate

  Fetches an estimate by ID. An error occurs if the estimate is not found.

• Action
  Get Item

  Returns one item by item_id

• Action
  Record Payment

  Make payment to an Invoice.

• Action
  Update Contact

  Action used to Update a existing Contact in Zoho Billing.

• Action
  Update Invoice

  Updates an existing Zoho Invoice invoice. Line items not included in the list are removed.

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