Global Automation Network
Zoho Books
TaskAGI

Zoho Books + TaskAGI

Automate your accounting workflows

Connect Zoho Books to any app and automate invoices, payments, and expenses without leaving TaskAGI. Stop manual data entry and sync financial data in real-time.

Connect Zoho Books

Available Operations

Actions you can perform with Zoho Books

Get Organizations

Get list of organizations in Zoho Books

Create Contact

Create a new contact (customer/vendor) in Zoho Books

Get Contacts

Get all contacts from Zoho Books

Create Invoice

Create a new invoice in Zoho Books

Add Invoice Line Item

Add a line item to an existing invoice

Get Invoices

Get invoices from Zoho Books

Create Item

Create a new item/product in Zoho Books

Get Items

Get all items/products from Zoho Books

Create Payment

Record a payment received against an invoice

Create Expense

Create a new expense entry in Zoho Books

Use Cases

Real-world automations you can build today

Auto-generate invoices

Create and send invoices automatically when orders come in from your CRM or ecommerce platform.

Sync customer contacts

Pull contacts from your CRM or form submissions and add them to Zoho Books instantly.

Track expenses automatically

Log expenses from receipts, emails, or other apps directly into Zoho Books without manual input.

Reconcile payments across platforms

Record payments from multiple channels and match them against invoices to keep books accurate.

How It Works

Get started in minutes

1

Connect

Link your Zoho Books account to TaskAGI with one click using secure OAuth authentication.

2

Configure

Choose which Zoho Books operations you want to trigger or use in your workflows.

3

Build

Create workflows using Zoho Books actions alongside your other connected apps.

4

Deploy

Activate your workflows and watch invoices, contacts, and payments sync automatically.

Frequently Asked Questions

How do I connect Zoho Books?
Authenticate your Zoho Books account in TaskAGI using OAuth. We'll access your organization and set permissions for the operations you need.
Can I create invoices with line items automatically?
Yes. Create invoices and add line items in the same workflow. Pull product data from your inventory or sync items from other apps.
What data can I sync from Zoho Books?
You can retrieve organizations, contacts, invoices, items, and payments. You can also create new records for contacts, invoices, items, payments, and expenses.
Do I need a paid Zoho Books plan?
Most features work on standard plans. Check Zoho Books' feature availability for your plan level if using advanced operations.

365+ Integrations Available

Connect Zoho Books to all your favorite tools

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View all integrations

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