Automate Zoho Books for free on Stepper

New Customer

Triggers when a new customer is created in Zoho Books.

• 1 parameter s
• Organization

New Invoice

Triggers when a new sales invoice is created in Zoho Books.

• 2 parameter s
• Organization
• Status

New Estimate

Triggers when a new estimate is created in Zoho Books.

• 1 parameter s
• Organization

New Expense

Triggers when a new expense is created in Zoho Books.

• 1 parameter s
• Organization

New Item

Triggers when a new item is created in Zoho Books.

• 1 parameter s
• Organization

Create Customer

Creates a new customer in Zoho Books.

• 21 parameter s
• Organization
• Contact Name
• Company Name
• First Name
• Last Name
• Email
• Phone
• Mobile
• Website
• Billing Street
• Billing City
• Billing State
• Billing Zip
• Billing Country
• Shipping Street
• Shipping City
• Shipping State
• Shipping Zip
• Shipping Country
• Payment Terms
• Notes

Create Vendor

Creates a new vendor in Zoho Books.

• 18 parameter s
• Organization
• Vendor Name
• Company Name
• First Name
• Last Name
• Email
• Website
• Billing Street
• Billing City
• Billing State
• Billing Zip
• Billing Country
• Shipping Street
• Shipping City
• Shipping State
• Shipping Zip
• Shipping Country
• Notes

Create Invoice

Creates a new sales invoice in Zoho Books.

• 15 parameter s
• Organization
• Customer
• Invoice Number
• Invoice Date
• Due Date
• Payment Terms
• Line Items
• Discount
• Exchange Rate
• Shipping Charge
• Adjustment
• Notes
• Reference Number
• Allow Partial Payments
• Send Email

Create Estimate

Creates a new estimate in Zoho Books.

• 12 parameter s
• Organization
• Customer
• Estimate Number
• Estimate Date
• Expiry Date
• Line Items
• Discount
• Exchange Rate
• Shipping Charge
• Notes
• Terms
• Send Email

Create Item

Creates a new item (product or service) in Zoho Books.

• 7 parameter s
• Organization
• Item Name
• Description
• Rate
• Unit
• Tax Percentage
• Product Type

Create Expense

Creates a new expense in Zoho Books.

• 10 parameter s
• Organization
• Expense Account
• Date
• Amount
• Paid Through Account
• Vendor
• Customer
• Description
• Billable
• Exchange Rate

Create Sales Order

Creates a new sales order in Zoho Books.

• 13 parameter s
• Organization
• Customer
• Sales Order Number
• Order Date
• Shipment Date
• Line Items
• Discount
• Delivery Method
• Shipping Charge
• Adjustment
• Exchange Rate
• Notes
• Terms

Update Invoice

Updates an existing invoice in Zoho Books.

• 9 parameter s
• Organization
• Invoice
• Customer
• Invoice Date
• Due Date
• Line Items
• Discount
• Notes
• Reference Number

Update Contact

Updates an existing customer or vendor in Zoho Books.

• 11 parameter s
• Organization
• Contact
• Contact Name
• Company Name
• First Name
• Last Name
• Email
• Phone
• Mobile
• Website
• Notes

Find Invoice

Finds an existing invoice by invoice number or search text.

• 4 parameter s
• Organization
• Invoice Number
• Search Text
• Status

Find Contact

Finds an existing customer or vendor by name or email.

• 3 parameter s
• Organization
• Search Text
• Contact Type

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