Zoho Books and Zoho Projects Integration

Connect Zoho Books with Zoho Projects using appse ai to automate workflows, sync data, and eliminate manual tasks between both platforms.

4.8

160+

Integrations

135+

Clients

100%

Custom Integration

Zoho Books and Zoho Projects Workflow

Explore triggers and actions available for both apps. Switch between apps to see what each one can do.

Showing triggers & actions for Zoho Books

Modules	Action
Update Item	This action updates an existing item in Zoho Books.
Create Purchase Order	This action creates a new purchase order in Zoho Books.
Search records	Retrieve Zoho Books records using module and filter query.
Get Contact by Company name	Get a specific contact from Zoho Books using company name as filter
Update Contact	This action updates an existing contact in Zoho Books.
Create new item	This action creates a new item in Zoho Books.
Create Invoice	This action creates new invoice in Zoho Books.
Get list of contact persons of a specific contact	Retrieve all contact persons associated with a Zoho Books contact.
Create Invoice	This action creates new invoice in Zoho Books.
Get record by id	Retrieve a specific record from Zoho Books using the module name and record id.
Get Contact by Email	Get a specific contact from Zoho Books using Email as filter
Get Contact by website	Get a specific contact from Zoho Books using website as filter
Create Salesorder	This action create new sales order in Zoho Books.
Update Contact Person	This action updates an existing contact person in Zoho Books.
Create a new contactperson	This action creates new contact person in Zoho Books.
Create a new contact	This action creates new contact in Zoho Books.
Get contact addresses	Retrieve all billing and shipping addresses associated with a Zoho Books contact.
Get Item by SKU	Get a specific item from Zoho Books using SKU as filter

Automate smarter with an AI-native platform designed for the way mid-market businesses really work.

SOC 2

SAP Certified Partner

ISO/IEC 27001

GDPR