Invoices, bills, expenses, banking, contacts, inventory
Accounting & Finance 12 actions OAuth 2.0 (sign in to authorise)
Start automating Zoho BooksDrag any of these 12 actions into a process — no code, no API wrangling.
Create a new bill
Create a new contact
Create a new expense
Create a new invoice
Get contact details by ID
Get invoice details by ID
List bank transactions
List all bills
List all contacts
List all expenses
List all invoices
Email an invoice
Zoho Books uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.
Drop Zoho Books steps onto the process map alongside desktop, browser, Excel and email steps.
Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.
Because Zoho Books has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.
We build one working Zoho Books automation in your business inside a week, at a fixed price.