Overview
Zoho Books is Zoho's cloud accounting platform – invoices, bills, expenses, banking, contacts, inventory. The Automize Zoho Books connector covers these.
- Regions: Multiple Zoho data centres (US, EU, IN, AU, CN, JP, CA, SA).
- Plans: Free + paid tiers.
Setting up the connection
Auth type: OAuth 2.0 (Authorization Code).
- Zoho API Console → register app → OAuth scopes (ZohoBooks.fullaccess.all).
- In Automize → Settings → Connectors → Zoho Books. Paste credentials + org ID + DC.
Find your credentials at https://api-console.zoho.com/.
Rate limits
Per-organisation.
Data model
Accounting:
Organisation ─┬─ Contacts (customers + vendors)
├─ Invoices + Bills
├─ Expenses
├─ Banking (accounts + transactions)
└─ Inventory (items)Available operations
12 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Create Bill | General | Create a new bill |
| Create Contact | General | Create a new contact |
| Create Expense | General | Create a new expense |
| Create Invoice | General | Create a new invoice |
| Get Contact | General | Get contact details by ID |
| Get Invoice | General | Get invoice details by ID |
| List Bank Transactions | General | List bank transactions |
| List Bills | General | List all bills |
| List Contacts | General | List all contacts |
| List Expenses | General | List all expenses |
| List Invoices | General | List all invoices |
| Send Invoice | General | Email an invoice |
Operations
Create Bill
Create a new bill
| Parameter | Required | Type | Description |
|---|---|---|---|
Vendor Id vendor_id | Yes | text | |
Line Items line_items | Yes | text | |
Date date | Yes | text |
Create Contact
Create a new contact
| Parameter | Required | Type | Description |
|---|---|---|---|
Contact Name contact_name | Yes | text | |
Company Name company_name | Yes | text | |
Contact Type contact_type | Yes | text | |
Email email | Yes | text |
Create Expense
Create a new expense
| Parameter | Required | Type | Description |
|---|---|---|---|
Account Id account_id | Yes | text | |
Amount amount | Yes | number | |
Date date | Yes | text | |
Description description | Yes | text |
Create Invoice
Create a new invoice
| Parameter | Required | Type | Description |
|---|---|---|---|
Customer Id customer_id | Yes | text | |
Line Items line_items | Yes | text | |
Date date | Yes | text |
Tips
- customer_id + line_items.
Get Contact
Get contact details by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Contact Id contact_id | Yes | text |
Get Invoice
Get invoice details by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Invoice Id invoice_id | Yes | text |
List Bank Transactions
List bank transactions
No input parameters.
Tips
- Per account. For reconciliation.
List Bills
List all bills
No input parameters.
List Contacts
List all contacts
No input parameters.
Tips
- Filter by contact_type (customer, vendor).
List Expenses
List all expenses
No input parameters.
List Invoices
List all invoices
No input parameters.
Tips
- Filter by status, customer, date.
Send Invoice
Email an invoice
| Parameter | Required | Type | Description |
|---|---|---|---|
To Mail Ids to_mail_ids | Yes | text | |
Subject subject | Yes | text | |
Body body | Yes | textarea | |
Invoice Id invoice_id | Yes | text |
FAQ
- Multi-org?
- Each Zoho Books org = one connection. Pass org ID on requests.