Connect Zoho Books and Zoho Mail

Both apps 40Zoho Books 24Zoho Mail 16

• 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
  New Email

  Triggered when a new email arrives in a Zoho Mail account.

• Trigger
  New Email Matching Search

  Fires for each new email in a Zoho Mail account that matches a saved search.

• Trigger
  New Tagged Email

  Fires once for each email in the account that carries the chosen tag, newest first.

• Action
  Create Draft

  Composes an email and saves it as a draft in a Zoho Mail account.

• Action
  Create Folder

  Creates a new folder in a Zoho Mail account, optionally nested under a parent folder.

• Action
  Create New Task

  Creates a personal task, or a group task when a group is chosen, in Zoho Mail Tasks.

• Action
  Create Tag

  Creates a new label (tag) in a Zoho Mail account.

• Action
  Delete email

  Delete a message.

• Action
  Find emails by search

  Returns up to 10 emails that match the specified Zoho Mail search criteria.

• Action
  Get email

  Get a message's content by id.

• Action
  List emails

  Lists emails in a Zoho Mail account, optionally limited to one folder and filtered by read status, flag, label, thread or email type.

• Action
  List folders

  Lists all folders in a Zoho Mail account.

• Action
  List tags

  List labels/tags.

• Action
  Reply to email

  Sends a reply to a received email from a Zoho Mail account, optionally scheduled for later delivery.

• Action
  Send Email

  Sends an email from a Zoho Mail account.

• Action
  Update email

  Updates one or more emails in a Zoho Mail account: mark read/unread, move to a folder, set a flag, apply or remove labels, archive/unarchive, or mark as spam/not spam.

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