Zoho Books
FinanceOAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0
Read and create contacts, invoices and expenses, email invoices, and read bills, payments, items and the chart of accounts in Zoho Books.
15 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| zoho_books_list_organizationsLists the organizations the user belongs to, with their ids, currencies and which one is the default | read | General | ZohoBooks.settings.READ |
| zoho_books_list_contactsLists customers and vendors, searched by name or filtered by type or status, sorted and paged | read | Personal data | ZohoBooks.contacts.READ |
| zoho_books_get_contactReturns one contact with addresses, contact persons, payment terms and outstanding balances | read | Personal data | ZohoBooks.contacts.READ |
| zoho_books_create_contactCreates a customer or vendor, optionally with a company name, primary contact person, payment terms and notes | write | Personal data | ZohoBooks.contacts.CREATE |
| zoho_books_list_invoicesLists sales invoices, filtered by status, customer, number, reference or search text, sorted and paged | read | Personal data | ZohoBooks.invoices.READ |
| zoho_books_get_invoiceReturns one invoice with its line items, totals, balance, status and payments | read | Personal data | ZohoBooks.invoices.READ |
| zoho_books_create_invoiceCreates an invoice for a customer from items, with optional dates, reference and payment terms; send true emails it to the customer's contacts | write | Personal data | ZohoBooks.invoices.CREATE |
| zoho_books_mark_invoice_sentMarks a draft invoice as sent without emailing it | write | General | ZohoBooks.invoices.CREATE |
| zoho_books_email_invoiceEmails an invoice to the given addresses, with an optional subject and body | write | Personal data | ZohoBooks.invoices.CREATE |
| zoho_books_list_billsLists vendor bills, filtered by status, vendor, number or search text, paged | read | Personal data | ZohoBooks.bills.READ |
| zoho_books_list_expensesLists expenses, filtered by status, vendor, customer or search text, paged | read | Personal data | ZohoBooks.expenses.READ |
| zoho_books_create_expenseRecords an expense against an expense account, paid from a bank, cash or card account, optionally for a vendor or billable to a customer | write | Personal data | ZohoBooks.expenses.CREATE |
| zoho_books_list_customer_paymentsLists payments received from customers, optionally for one customer or matching search text, paged | read | Personal data | ZohoBooks.customerpayments.READ |
| zoho_books_list_itemsLists the products and services that can go on invoices, searched by name or text, paged | read | General | ZohoBooks.settings.READ |
| zoho_books_list_chart_of_accountsLists the chart of accounts, optionally with balances or matching an account name, code or search text | read | General | ZohoBooks.accountants.READ |