Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem
Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem On Nagent, Zoho Books is exposed as a fully-configurable accounting integration that any agent can call — 265 actions, and OAuth authentication. No code is required to wire Zoho Books into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Zoho Books to automate the kinds of tasks accounting teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Zoho Books into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Zoho Books, with input parameters and output schema. Drop these into any step of an agent built in Helix.
ZOHO_BOOKS_ACCEPT_ESTIMATETool to mark an estimate as accepted. Use after reviewing and confirming the estimate.
Input parameters
Unique identifier of the estimate to accept
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_ACTIVATE_BANK_ACCOUNTTool to activate a bank account. Use when you need to reactivate a previously deactivated bank account after confirming its ID.
Input parameters
Unique identifier of the bank account to activate.
ID of the organization.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_ADD_BILL_ATTACHMENTTool to add an attachment to an existing bill in Zoho Books. Use when you need to attach a file to a bill.
Input parameters
Unique identifier of the bill to add the attachment to.
File to attach to the bill. Allowed file types: gif, png, jpeg, jpg, bmp, pdf.
Zoho Books organization ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_ADD_BILL_COMMENTTool to add a comment to a bill in Zoho Books. Use when you need to add notes or comments to an existing bill for tracking or collaboration purposes.
Input parameters
Unique identifier of the bill.
The comment text to be added to the bill
Organization ID for which the bill belongs.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_ADD_CONTACT_ADDRESSTool to add an additional address to a contact in Zoho Books. Use when you need to add a new shipping, billing, or other address to an existing contact.
Input parameters
Fax number for the address
Postal or ZIP code for the address
City name for the address
The contact phone number associated with the address
State for the address
Street 1 address for the contact
Country name for the address
Street 2 address for the contact
Attention for proper delivery and routing of business correspondence
Unique identifier of the contact
State or province code for the address
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_ADD_INVOICE_COMMENTTool to add a comment to an invoice. Use when you need to attach notes or comments to an existing invoice.
Input parameters
Unique identifier of the invoice.
The comment text to add to the invoice
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_ADD_PROJECT_COMMENTTool to add a comment to a project. Use when you need to attach notes or comments to an existing project for tracking or collaboration purposes.
Input parameters
Unique identifier of the project.
The comment text to add to the project
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_ADD_PURCHASE_ORDER_COMMENTTool to add a comment to a purchase order in Zoho Books. Use when you need to add notes or comments to an existing purchase order for tracking or collaboration purposes.
Input parameters
The comment text to be added to the purchase order
Organization ID for which the purchase order belongs.
Unique identifier of the purchase order.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_ADD_SALES_ORDER_COMMENTTool to add a comment to a sales order in Zoho Books. Use when you need to add notes or comments to an existing sales order for tracking or collaboration purposes.
Input parameters
The comment text to be added to the sales order
Unique identifier of the sales order.
Organization ID for which the sales order belongs.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_ADD_VENDOR_CREDIT_COMMENTTool to add a comment to a vendor credit. Use when you need to attach notes or comments to an existing vendor credit for tracking or collaboration purposes.
Input parameters
The comment text to add to the vendor credit
ID of the organization. Required when the user belongs to multiple organizations.
Unique identifier of the vendor credit.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_APPLY_CREDIT_NOTE_TO_INVOICETool to apply a credit note to one or more invoices in Zoho Books. Use when you need to apply available credit from a credit note to reduce the outstanding balance of invoices.
Input parameters
List of invoices to apply the credit note to. Each entry specifies the invoice_id and amount_applied.
Unique identifier of the credit note to apply.
Zoho Books organization ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_APPLY_CREDITS_TO_BILLTool to apply vendor credits to a bill in Zoho Books. Use when you need to apply one or more vendor credits to reduce the outstanding balance of a bill.
Input parameters
Unique identifier of the bill to apply credits to.
List of vendor credits to apply to the bill. Each credit specifies the vendor_credit_id and the amount to apply.
Zoho Books organization ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_APPLY_CREDITS_TO_INVOICETool to apply credit notes to an invoice in Zoho Books. Use when you need to apply one or more credit notes to reduce the outstanding balance of an invoice.
Input parameters
Unique identifier of the invoice to apply credits to.
List of credit notes to apply to the invoice. Each credit note specifies the creditnote_id and the amount to apply.
Zoho Books organization ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDFTool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.
Input parameters
List of invoice IDs to export as PDF. Must contain between 1 and 25 IDs.
ID of the Zoho Books organization.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_BULK_PRINT_INVOICESTool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF for printing.
Input parameters
List of invoice IDs to print (max 25 items)
The organization ID in Zoho Books
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CATEGORIZE_AS_CUSTOMER_PAYMENT_REFUNDTool to categorize an uncategorized bank transaction as a customer payment refund. Use when you need to link a bank withdrawal to a refund issued to a customer.
Input parameters
Refund date in YYYY-MM-DD format
Refund amount - must match uncategorized transaction amount and not exceed available payment amount
Unique identifier of the customer payment to refund from
Unique identifier of the uncategorized bank transaction to categorize
Source account ID from which refund is issued
Zoho Books organization ID
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CATEGORIZE_UNCATEGORIZED_TRANSACTIONTool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type and details.
Input parameters
Transaction date in YYYY-MM-DD format
Global tags for the transaction
Transaction amount
Tax or tax group ID applied (not applicable in US)
ID of the user recording the transaction
Files to attach to the transaction
Detailed line items for the transaction
Currency ID if different from base currency
ID of the customer or vendor associated
Brief description of the transaction
Bank charges applied
Mode of payment (not applicable for transfers, card payments, or owner drawings)
Custom field values
Foreign currency exchange rate
Destination account ID; required for transfers and certain types of transactions
Unique identifier of the uncategorized bank transaction
Source account ID; required for transfers and certain types of transactions
Zoho Books organization ID for the API call
Tags for the destination account
Whether amounts include tax
Reference number for the transaction
Tax authority ID (US/AU/CA only)
Tax exemption ID (IN/US/AU/CA only)
Type of transaction to create; only specific types supported here
Tags for the source account
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CLONE_PROJECTTool to clone an existing project. Use when duplicating a project with a new name and optional description.
Input parameters
Unique identifier of the project to clone
Description for the cloned project (max 500 characters)
Name for the cloned project (max 100 characters)
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CONVERT_PURCHASE_ORDER_TO_BILLTool to retrieve bill data from purchase orders for conversion. Use when you need to convert one or more purchase orders into a bill.
Input parameters
The ID of the organization
Comma-separated purchase order IDs to convert to bill
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_BANK_ACCOUNTTool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho Books organization.
Input parameters
Details of the bank or credit card account to be created.
ID of the organization.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_BANK_TRANSACTIONTool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs. All IDs (from_account_id, to_account_id, customer_id) must belong to the same organization as organization_id.
Input parameters
Transaction date in YYYY-MM-DD format
List of tags to apply
Transaction amount, must be non-negative
Tax or tax group ID (not applicable in US)
ID of the user involved
List of files to attach
Currency ID of the transaction
ID of the customer or vendor
Brief description or memo
Bank charges for this transaction
Mode of payment; not applicable to transfer_fund, card_payment, owner_drawings
List of custom fields to populate
Foreign currency exchange rate, must be >0
Account ID funds are transferred to. Required for: transfer_fund, deposit, sales_return, expense_refund, owner_drawings. For owner_drawings, must be equity account type. From bank accounts, can transfer to: bank/card/equity (drawings)/expense/credit_note account types. From card accounts, can transfer to: card/bank/expense account types
Account ID funds are transferred from. Required for: transfer_fund, card_payment, sales_without_invoices, expense_refund, other_income, owner_drawings. Account type must match transaction_type: card_payment requires credit_card account type; owner_drawings requires bank/cash/credit_card account type; transfer_fund requires bank or cash account type. For deposits to bank accounts, can be bank/card/income/refund type. For deposits to card accounts, can be bank/card/refund type
Zoho Books organization ID All account and entity IDs used in the request must belong to this organization; cross-organization IDs cause request failures.
List of tags on to-account entry
Whether the tax is inclusive
Reference number for transaction
Tax authority ID (US, AU, CA only)
Tax exemption ID (IN, US, AU, CA only)
Type of transaction. Account type requirements vary by transaction_type: 'deposit' requires to_account (bank/card can receive from bank/card/income/refund accounts); 'refund' (credit card accounts only); 'transfer_fund' requires from_account and to_account (both bank/card); 'card_payment' requires from_account (credit card type) and to_account; 'sales_without_invoices' requires from_account; 'expense_refund' requires from_account and to_account; 'owner_contribution' (equity account as to_account); 'interest_income' (income account); 'other_income' requires from_account; 'owner_drawings' requires from_account (bank/cash/credit card) and to_account (equity type); 'sales_return' requires to_account
List of tags on from-account entry
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_CHART_OF_ACCOUNTTool to create a new chart of account in Zoho Books. Use when you need to add a new account with account type, code, and other details to the organization's chart of accounts.
Input parameters
The identifier for the account's currency
Details about the account's purpose
An identifier linked to the account
The designation for the account being established
Enumeration of valid account types.
Indicates whether the account appears in specific reports
The organization ID to identify the organization
The identifier of a parent account for hierarchical structuring
Display preference for dashboard visibility
UK-specific flag for VAT return inclusion
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_CONTACTTool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.
Input parameters
Reporting tags for contact
Additional notes
GSTIN (India only)
Tax or tax group ID
Twitter profile URL
Website URL of contact
Facebook profile URL
Owner user ID (customers only)
Taxable flag
Official legal name (MX only)
Tax registration number (GCC/MX/KE/ZA)
Tax regime (MX only)
TDS tax ID (MX only)
Track for 1099 (US only)
VAT registration number (UK/EU)
Currency ID for contact
Tax ID type (SSN/ATIN/ITIN/EIN)
Legal/registered company name (max 200)
Display name for contact
Contact type: customer or vendor
Country/emirate code for tax
Max receivables (customers only)
Associated pricebook ID
Tax ID value
Custom field values
GST treatment (IN only)
Preferred language code
Payment terms in days
Tax treatment per edition
VAT treatment (UK only)
Internal contact number
Avalara use code
Billing address
List of contact persons
Organization ID (query param)
Avalara exemption number
Opening balances by location
Place of supply code (IN only)
Shipping address
Tax authority ID (US only)
Tax exemption ID
Customer subtype; only for customers
Default document templates
Enable client portal
TDS registration flag (MX only)
Tax authority name
Tax exemption code
Read-only label for payment terms
Disable auto-generation of contact number
Exemption cert. number (KE)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_CONTACT_PERSONTool to create a new contact person for an existing contact in Zoho Books. Use when adding an individual to a contact record.
Input parameters
Email address of the contact person. Max-length \[100\]
Phone number. Max-length \[50\]
Skype address. Max-length \[50\]
Mobile number. Max-length \[50\]
Last name of the contact person. Max-length \[100\]
Contact identifier for the associated contact
Department on which a person belongs. Max-length \[50\]
First name of the contact person. Max-length \[100\]
Salutation for the contact. Max-length \[25\]
Designation of a person. Max-length \[50\]
Portal access option (true/false)
Organization ID (required query parameter)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_CURRENCYTool to create a new currency for an organization. Use when you need to add a new currency to Zoho Books.
Input parameters
A unique standard code for the currency. Max-len \[100\]
The format for the currency to be displayed. Max-len \[100\]
A unique symbol for the currency. Max-len \[4\]
The organization ID for which the currency is being created
The precision level for pricing display
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_CUSTOMER_PAYMENT_REFUNDTool to refund an excess customer payment. Use when a customer has overpaid and needs to receive a refund.
Input parameters
Refund date in yyyy-mm-dd format.
Refund amount to be returned to the customer.
Additional details about the refund.
Method of refund (max 50 characters). Examples: cash, check, banktransfer.
Mexico-specific payment mode field.
Currency conversion rate; defaults to 1 if not specified.
The account from which the refund originates.
ID of the organization. Required for users belonging to multiple organizations.
Reference identifier for the refund (max 100 characters).
Unique identifier of the customer payment to refund.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_EMPLOYEETool to create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries.
Input parameters
Email address of the employee
Role ID to assign to the employee. Format: numeric string (e.g., '3183742000000000777').
Hourly cost rate for the employee
Full name of the employee to create
Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action. Format: numeric string (e.g., '913373484').
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_EXCHANGE_RATETool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id.
Input parameters
The exchange rate of the specified currency relative to the base currency. Must be greater than zero.
Unique identifier of the currency to which the exchange rate will be added.
Date on which the exchange rate takes effect (YYYY-MM-DD).
ID of the organization.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_EXPENSETool to create a new expense in Zoho Books. Use when you need to record business expenses.
Input parameters
Date of the expense in YYYY-MM-DD format
Amount of the expense
Tax identifier to apply to this expense
Vendor ID associated with this expense
ID of the expense account
Project ID to associate with this expense
Currency identifier if different from base currency
Customer ID if expense is billable
Description of the expense (max 100 characters)
Whether this expense is billable to a customer
Whether this is a personal expense
Exchange rate if using a different currency
ID of the organization
Whether the amount includes tax
Reference number for the expense (max 100 characters)
Account through which expense was paid
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_INVOICE_FROM_SALESORDERTool to create an instant invoice from an existing sales order. Use when you need to convert a sales order to an invoice.
Input parameters
ID of the sales order to convert to an invoice
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_ITEMTool to create a new item (product or service). Use when you need to add new items with pricing and inventory details. Item names must be unique within an organization. If an item with the same name already exists, the API returns code=1001 with message indicating the duplicate. Check the response code to handle this scenario - use LIST_ITEMS to verify if an item exists before creating, or handle code=1001 responses to retrieve/update the existing item instead.
Input parameters
Stock Keeping Unit identifier for the item.
Name of the item (product or service).
Sales price or rate of the item. Must be non-negative.
Unit of measurement for the item (e.g., pcs, hours).
Primary tax ID to apply on the item.
Secondary tax ID to apply on the item.
Description or details about the item.
Flag to enable inventory tracking for this item.
Opening stock quantity for the item. Must be non-negative.
Purchase cost of the item. Must be non-negative.
Reorder level quantity to trigger restocking.
ID of the organization.
Asset account ID for inventory valuation.
Account ID for sales of this item.
Cost rate for opening stock. Must be non-negative.
Account ID for purchase of this item.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_JOURNALTool to create a journal entry in Zoho Books. Use when recording manual journal entries with debit and credit line items.
Input parameters
Reporting tags for the journal.
Notes or description for the journal.
Array of line items. At least 2 line items are required (debit and credit entries must balance).
Currency identifier for multi-currency organizations.
Date on which the journal is to be recorded, in YYYY-MM-DD format.
Enum for journal type.
Custom fields for the journal.
Exchange rate between currencies.
Zoho Books organization ID. Required query parameter.
Reference identifier for the journal.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_LOCATIONTool to create a new location in Zoho Books. Use when you need to add a new physical or virtual location for inventory management or business operations.
Input parameters
Location type: general or line_item_only
Email address for the location
Phone number for the location
Address details for the location
Comma-separated list of user identifiers
Name of the location
ID of the organization
Tax settings ID (required for India edition only)
Parent location identifier for hierarchical locations
List of associated series identifiers
Whether all users are selected for this location
Autonumber generation group ID
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_PROJECTTool to create a project in Zoho Books. Use when you need to create a new project for tracking work and billing.
Input parameters
Hourly rate for a task
ID of the user to be added to the project
Budget type for the project
ID of the customer
Project description. Max-length 500
The way you bill your customer
Budgeted hours for the project
Name of the project. Max-length 100
Budgeted amount for the project
Organization ID to identify the organization
Budgeted Cost to complete this project
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_RECURRING_BILLTool to create a recurring bill in Zoho Books. Use when you need to set up automated vendor bills that recur at regular intervals (daily, weekly, monthly, or yearly).
Input parameters
Notes for the recurring bill
Terms and conditions
India: 15-digit GSTIN
End date of the recurring bill in YYYY-MM-DD format. If not provided, bill recurs indefinitely.
ID of the vendor the bill has to be created for
Array of line items with item details. At least one line item is typically required.
Start date of the recurring bill in YYYY-MM-DD format
Currency identifier if multi-currency is enabled
Location ID
Price book ID
Recurrence interval (e.g., '1', '2', '3')
Custom fields for the recurring bill
India: GST treatment (e.g., 'business_gst', 'business_none', 'overseas', 'consumer')
Payment terms in days. 0 means Due on Receipt.
GCC/MX/KE/ZA: tax treatment code
ID of the organization
GCC: place-of-supply code
Name of the recurring bill. Max-length \[100\]
Whether prices include tax (non-US organizations)
India GST: source state
Custom label for payment terms
Frequency pattern (e.g., 'days', 'weeks', 'months', 'years')
India GST: destination state
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_RECURRING_EXPENSETool to create a new recurring expense in Zoho Books. Use when you need to set up automated recurring expenses.
Input parameters
Expense amount (must be greater than 0)
Tax identifier to apply to this recurring expense
Account ID for the expense
Project ID to associate with this expense
Start date of recurrence in yyyy-mm-dd format
Currency identifier if different from base currency
Customer ID if expense is billable
Whether this expense is billable to a customer
Interval count (e.g., 1 for every month, 2 for every 2 months)
ID of the organization
Name of recurring expense (max 100 chars)
Whether the amount includes tax
Frequency pattern (days, weeks, months, years)
Account ID through which expense is paid
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_RECURRING_INVOICETool to create a recurring invoice. Use when you need to set up automatic invoice generation on a regular schedule.
Input parameters
Tags for categorization and reporting
Customer email address
Notes to be printed on the invoice
Terms and conditions for the invoice
15-digit GSTIN (India-specific)
Invoice-level discount value
End date for the recurring invoice in YYYY-MM-DD format
List of line items for the recurring invoice
Start date for invoice generation in YYYY-MM-DD format
Currency identifier for the recurring invoice
Customer identifier for whom the recurring invoice is raised
Business location ID
Number of frequency periods between recurrences (e.g., 1 for every month, 2 for every 2 months)
Custom fields for the recurring invoice
Type of discount: entity_level or item_level
Exchange rate if different from base currency
GST treatment (India-specific)
Tax treatment for the invoice
Address details for billing or shipping.
ID of the organization
Place of supply code (India/GCC)
Unique name for the recurring profile. Max-length 100 characters.
Whether unit rates include tax
Order or reference number for tracking
Address details for billing or shipping.
Frequency of time interval at which the invoice is to be generated
Apply discount before tax if true
List of contact persons to associate with recurring invoice
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_REPORTING_TAGTool to create a new reporting tag in Zoho Books. Use when you need to create custom tags for categorizing transactions, customers, or other entities for reporting purposes.
Input parameters
List of entities that can only be enabled or disabled. Each entity has entity_name and is_enabled fields. Common entity names include 'customers', 'vendors', 'items', etc.
The name of the reporting tag
Description of the reporting tag
Whether the tag is mandatory. If true, users must assign this tag when creating transactions.
Numeric ID of your Zoho Books organization (e.g., '913373484'). Must contain only digits. To obtain valid organization IDs, first call ZOHO_BOOKS_LIST_ORGANIZATIONS which returns all organizations accessible to your account. Each organization has an 'organization_id' field. Invalid or non-existent organization IDs will result in 404 errors.
Configuration for transaction/line-item level entities with preference and entities fields. The preference can be 'transaction' or 'line_item'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_RULETool to create a rule for automatic transaction categorization. Use when you need to set up automatic categorization for deposits/withdrawals (bank accounts) or refunds/charges (credit card accounts) based on transaction criteria like amount, description, or payee.
Input parameters
Tax ID to apply to the transaction
Transaction type to which the rule applies: deposits/withdrawals for bank accounts, refunds/charges for credit card accounts
List of criteria for matching transactions. At least one criterion is required.
How to record the matched transaction (e.g., 'deposit', 'expense', 'refund', 'transfer_fund')
Name of the rule
Chart of accounts ID for categorizing the transaction
Customer ID to associate with the transaction
Logical operator for combining criteria: 'and' (all criteria must match) or 'or' (any criterion must match)
ID of the organization
Reference number configuration (e.g., 'manual', 'from_statement')
ID of the bank or credit card account on which the rule applies
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_SALES_RECEIPTTool to create a sales receipt in Zoho Books. Use when you need to record a payment received from a customer along with line items for goods or services sold.
Input parameters
Date of the sales receipt in YYYY-MM-DD format. Defaults to current date if not provided.
Reporting tags to help organize and filter data across reports
Notes to be printed on the sales receipt
Terms and conditions for the sales receipt
List of line items for the sales receipt. At least one line item is required.
Unique identifier for the customer. Get this from list_contacts or create_contact action.
Mode through which payment was received. Allowed values: cash, check, credit_card, bank_transfer, paypal, etc.
Sales receipt number. Mandatory if ignore_auto_number_generation is true.
ID of the organization. Get this from list_organizations action.
Send the sales receipt to customer via email
Ignore auto sales receipt number generation. When true, receipt_number must be provided.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_TIME_ENTRYTool to create a new time entry for a project task. Use when you need to log time spent by a user on a specific task.
Input parameters
Description of the work done. Max-length: 500 characters
ID of the task
ID of the user who worked on the task
Time the user stopped working on this task in HH:mm format. Use with begin_time instead of log_time
Date on which the user spent time on the task. Format: YYYY-MM-DD
Time spent on task in HH:mm format. Use either this OR begin_time/end_time
Time the user started working on this task in HH:mm format. Use with end_time instead of log_time
ID of the project
Whether the time entry is billable to the customer
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_USERTool to create a new user in Zoho Books. Use when inviting a team member to your organization.
Input parameters
Full name of the user to invite. Must not be empty.
Email address of the user. An invitation will be sent to this email.
Role ID to assign to the user. This is required. Obtain valid role IDs by calling the ZOHO_BOOKS_LIST_USERS action and checking the 'role_id' field of existing users. Format: numeric string (e.g., '3183742000000000777').
Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action. Format: numeric string (e.g., '60059838605').
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_VENDOR_CREDITTool to create a vendor credit in Zoho Books. Use when you need to record a credit from a vendor.
Input parameters
Creation date in YYYY-MM-DD format
Notes for the vendor credit
Bill ID to associate with the vendor credit
Unique identifier for the vendor contact
Array of line items (at least one required)
Zoho Books organization ID (required)
External reference number for the vendor credit
Vendor credit number (required if auto-generation is disabled)
Ignore auto number generation for this vendor credit only. On enabling this option vendor credit number is mandatory.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_CREATE_VENDOR_PAYMENTTool to create a vendor payment in Zoho Books. Use when you need to record a payment made to a vendor, either for specific bills or as a general payment.
Input parameters
Date when the payment is made (format: yyyy-MM-dd)
List of bills to apply payment to. Each entry specifies bill_id and amount_applied. If not provided, payment will be recorded as excess payment/credit.
Total amount of vendor payment
ID of the vendor to whom the payment is being made
Description or notes for the payment
Mode of vendor payment (e.g., Cash, Check, Bank Transfer)
Currency exchange rate for multi-currency payments
ID of the organization
Reference number or identifier for the payment
ID of the cash/bank account from which payment originates
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DEACTIVATE_BANK_ACCOUNTTool to deactivate a bank account. Use when you need to mark an existing bank account as inactive after confirming its ID.
Input parameters
Unique identifier of the bank account.
ID of the organization. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_BANK_ACCOUNTTool to delete a bank account from your organization. Use when you need to remove an existing bank account after confirming its ID.
Input parameters
Unique identifier of the bank account to delete.
ID of the organization. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_BANK_TRANSACTIONTool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.
Input parameters
ID of the organization
Unique identifier of the bank transaction to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_BILLTool to delete a specific bill. Use when you need to remove an existing bill after confirming its ID.
Input parameters
Unique identifier of the bill to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_BILL_ATTACHMENTTool to delete an attachment from a specific bill. Use when you need to remove an attached document from an existing bill.
Input parameters
The unique identifier for the specific bill from which you want to remove the attached document
Required query parameter specifying your organization's ID
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_BILL_COMMENTTool to delete a comment from a bill. Use when you need to remove a specific comment after confirming both the bill ID and comment ID.
Input parameters
Unique identifier of the bill.
Unique identifier of the comment.
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_BILL_PAYMENTTool to delete a specific bill payment. Use when you need to remove a payment record from a bill after confirming both the bill ID and payment ID.
Input parameters
Unique identifier of the bill
Unique identifier of the bill payment to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_BULK_CUSTOMER_PAYMENTSTool to bulk delete multiple customer payments. Use when you need to remove multiple customer payment records at once.
Input parameters
List of customer payment IDs to be deleted in bulk. Provide 1 or more payment IDs.
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_BULK_VENDOR_PAYMENTSTool to bulk delete multiple vendor payments. Use when you need to remove multiple vendor payment records at once.
Input parameters
ID of the organization
List of vendor payment IDs to be deleted in bulk. Provide 1 or more vendor payment IDs.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_CHART_OF_ACCOUNTTool to delete a specific chart of account. Use when you need to remove an existing account after confirming its ID.
Input parameters
Unique identifier of the account to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_CHART_OF_ACCOUNT_TRANSACTIONTool to delete a chart of account transaction. Use when you need to remove an existing transaction after confirming its ID.
Input parameters
Unique identifier of the transaction to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_CONTACTTool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID.
Input parameters
Unique identifier of the contact to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_CONTACT_ADDRESSTool to delete an additional address from a contact. Use when you need to remove a specific address entry from a contact's address list.
Input parameters
Unique identifier of the address to delete
Unique identifier of the contact
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_CONTACT_PERSONTool to delete a specific contact person. Use when you need to remove a contact person from a contact after confirming their ID.
Input parameters
ID of the organization
Unique identifier of the contact person to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_CREDIT_NOTETool to delete a specific credit note. Use when you need to remove an existing credit note after confirming its ID.
Input parameters
Unique identifier of the credit note to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_CREDIT_NOTE_COMMENTTool to delete a comment from a credit note. Use when you need to remove a specific comment from a credit note after confirming both IDs.
Input parameters
Unique identifier of the comment to delete
Unique identifier of the credit note
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_CREDIT_NOTE_REFUNDTool to delete a specific credit note refund. Use when you need to remove a refund entry from a credit note.
Input parameters
Unique identifier of the credit note.
ID of the organization
Unique identifier of the credit note refund.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_CURRENCYTool to delete a specific currency from organization settings. Use when you need to remove an unused currency after confirming it has no associated transactions.
Input parameters
Unique identifier of the currency to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_CUSTOMER_PAYMENTTool to delete a customer payment. Use when you need to remove an existing payment record after confirming its ID.
Input parameters
Unique identifier of the payment to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_CUSTOMER_PAYMENT_REFUNDTool to delete a specific customer payment refund. Use when you need to remove an existing refund after confirming its ID.
Input parameters
Unique identifier of the refund to delete.
ID of the organization
Unique identifier of the customer payment.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_EMPLOYEETool to delete a specific employee. Use when you need to remove an existing employee after confirming its ID.
Input parameters
Unique identifier of the employee to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_ESTIMATETool to delete a specific estimate. Use when you need to remove an existing estimate after confirming its ID.
Input parameters
Unique identifier of the estimate to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_EXCHANGE_RATETool to delete an exchange rate for a currency. Use when you need to remove an existing exchange rate after confirming the currency_id and exchange_rate_id.
Input parameters
Unique identifier of the currency.
ID of the organization.
Unique identifier of the exchange rate.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_EXPENSETool to delete a specific expense. Use when you need to remove an existing expense after confirming its ID.
Input parameters
Unique identifier of the expense to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_EXPENSE_RECEIPTTool to delete a receipt from an expense. Use when you need to remove an attached receipt from an existing expense after confirming its ID.
Input parameters
Unique identifier of the expense.
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_INVOICETool to delete a specific invoice. Use when you need to remove an existing invoice after confirming its ID.
Input parameters
Unique identifier of the invoice to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_INVOICE_ATTACHMENTTool to delete the last attached attachment from an invoice. Use when you need to remove the most recently attached file from a specific invoice.
Input parameters
Unique identifier of the invoice from which to delete the attachment
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_INVOICE_COMMENTTool to delete a comment from an invoice. Use when you need to remove a specific comment from an invoice.
Input parameters
Unique identifier of the comment.
Unique identifier of the invoice.
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_INVOICE_DOCUMENTTool to delete a document/attachment from a specific invoice. Use when you need to remove an invoice attachment after confirming it is no longer needed.
Input parameters
Unique identifier of the invoice
Unique identifier of the document/attachment to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_INVOICE_PAYMENTTool to delete a payment applied to an invoice. Use when you need to remove a payment record from a specific invoice.
Input parameters
Unique identifier of the invoice
ID of the organization
Unique identifier of the invoice payment to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_ITEMTool to delete a specific item. Use when you need to remove an unused item after confirming it has no linked transactions.
Input parameters
Unique identifier of the item to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_JOURNAL_COMMENT_V4Tool to delete a journal comment using Zoho Books API v4 (Beta). Use when you need to remove an existing comment from a journal after confirming both the journal ID and comment ID.
Input parameters
Specifies the entity type for which the comment or credit entry is being deleted.
The unique identifier of the comment to be deleted.
The unique identifier of the journal.
Your organization ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_JOURNAL_DOCUMENTTool to delete a document/attachment from a journal entry. Use when you need to remove an existing attachment from a journal.
Input parameters
Unique identifier of the journal
Unique identifier of the document/attachment to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_JOURNALSTool to delete multiple journal entries in one request. Use when you need to remove multiple journals after confirming their IDs.
Input parameters
List of unique identifiers of journals to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_JOURNAL_V4Tool to delete a journal using the v4 Beta API. Use when you need to remove an existing journal after confirming its ID.
Input parameters
Unique identifier of the journal to delete
ID of the organization. IMPORTANT: Use underscore (organization_id) not hyphen (organization-id)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_LOCATIONTool to delete a specific location. Use when you need to remove a location from the organization.
Input parameters
Unique identifier of the location to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_PROJECT_COMMENT_V4Tool to delete a project comment using v4 Beta API. Use when you need to remove an existing comment from a project after confirming its ID.
Input parameters
Unique identifier of the comment to delete
Unique identifier of the project
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_PROJECT_TASKTool to delete a project task. Use when you need to remove a task from a project after confirming both project ID and task ID.
Input parameters
Unique identifier of the task to delete.
Unique identifier of the project.
ID of the organization.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_PROJECT_V4Tool to delete a specific project using v4 Beta API. Use when you need to remove an existing project after confirming its ID.
Input parameters
Unique identifier of the project to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_PURCHASE_ORDERTool to delete a specific purchase order. Use when you need to remove an existing purchase order after confirming its ID.
Input parameters
ID of the organization
Unique identifier of the purchase order to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_PURCHASE_ORDER_ATTACHMENTTool to delete an attachment from a purchase order. Use when you need to remove a file attached to a purchase order after confirming the purchase order ID.
Input parameters
ID of the organization
Unique identifier of the purchase order
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_PURCHASE_ORDER_COMMENTTool to delete a comment from a purchase order. Use when you need to remove an existing comment after confirming its ID.
Input parameters
Unique identifier of the comment to delete
ID of the organization
Unique identifier of the purchase order
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_RECURRING_BILLTool to delete a recurring bill. Use when you need to remove an existing recurring bill after confirming its ID.
Input parameters
ID of the organization
Unique identifier of the recurring bill to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_RECURRING_INVOICETool to delete a recurring invoice. Use when you need to remove an existing recurring invoice after confirming its ID.
Input parameters
ID of the organization
Unique identifier of the recurring invoice to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_RULETool to delete a bank account rule from your account. Use when you need to remove a rule and make it no longer applicable on transactions.
Input parameters
Unique identifier of the bank account rule to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_SALES_ORDER_COMMENTTool to delete a comment from a sales order. Use when you need to remove a specific comment from a sales order.
Input parameters
Unique identifier of the comment.
Unique identifier of the sales order.
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_SALES_RECEIPTTool to delete a specific sales receipt. Use when you need to remove an existing sales receipt after confirming its ID.
Input parameters
ID of the organization
Unique identifier of the sales receipt to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_TIME_ENTRYTool to delete a specific time entry from a project. Use when you need to remove an existing time entry after confirming its ID.
Input parameters
Unique identifier of the time entry to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_VENDOR_CREDITTool to delete a specific vendor credit. Use when you need to remove an existing vendor credit after confirming its ID.
Input parameters
ID of the organization
Unique identifier of the vendor credit to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_VENDOR_CREDIT_REFUNDTool to delete a vendor credit refund. Use when you need to remove a refund associated with a vendor credit.
Input parameters
ID of the organization
Unique identifier of the vendor credit
Unique identifier of the vendor credit refund to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DELETE_VENDOR_PAYMENTTool to delete a vendor payment. Use when you need to remove an existing vendor payment record after confirming its ID.
Input parameters
Unique identifier of the vendor payment to delete
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DISABLE_CONTACT_PAYMENT_REMINDERTool to disable payment reminders for a contact. Use when you need to stop all automated payment reminder emails for a specific contact.
Input parameters
Unique identifier of the contact to disable payment reminders for
ID of the organization. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_DISABLE_INVOICE_PAYMENT_REMINDERTool to disable payment reminders for an invoice. Use when you need to stop automatic payment reminder emails for a specific invoice.
Input parameters
Unique identifier of the invoice
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_EMAIL_CONTACT_STATEMENTTool to email a statement to a contact. Use when you need to send account statements to customers or vendors for a specific period.
Input parameters
Custom body content for the statement email (plain text or HTML)
Custom subject line for the statement email
End date for the statement period. Format: yyyy-mm-dd
Unique identifier of the contact
Start date for the statement period. If start_date and end_date are not provided, current month's statement will be sent. Format: yyyy-mm-dd
List of CC recipient email addresses
List of recipient email addresses to send the statement to. If not provided, statement will be sent to the contact's email
Organization ID (query param)
Whether to send additional attachments with the statement
Whether to send from the organization's primary email address
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_EMAIL_ESTIMATETool to send an estimate email. Use after estimate creation to share it with the customer.
Input parameters
Custom body content for the email
Custom subject for the email
Additional files to attach to the email.
List of CC recipient email addresses
Unique identifier of the estimate to email
List of recipient email addresses
Specific email address ID to use as the sender
ID of the organization
Include existing estimate attachments with the email
Send from the organization's primary email address if true
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_EMAIL_INVOICETool to send an invoice email. Use after invoice creation to share it with the customer.
Input parameters
Custom body content for the email
Custom subject for the email
Unique identifier of the invoice
Additional files to attach to the email.
List of CC recipient email addresses
List of recipient email addresses
Specific email address ID to use as the sender
ID of the organization
Include existing invoice attachments with the email
Send from the organization's primary email address if true
Include customer statement PDF with the email
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_ENABLE_CONTACT_PAYMENT_REMINDERTool to enable payment reminders for a contact. Use when you need to activate automated payment reminder emails for a specific contact.
Input parameters
Unique identifier of the contact to enable payment reminders for
ID of the organization. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_ENABLE_CONTACT_PORTALTool to enable portal access for a contact. Use when you need to grant customer portal access to a specific contact after confirming its ID.
Input parameters
Unique identifier of the contact to enable portal access for
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_ENABLE_INVOICE_PAYMENT_REMINDERTool to enable payment reminders for an invoice. Use when you need to activate automated payment reminder emails for a specific invoice.
Input parameters
Unique identifier of the invoice to enable payment reminders for
ID of the organization. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_EXCLUDE_BANK_TRANSACTIONTool to exclude an uncategorized bank transaction. Use when you need to mark a transaction as excluded from categorization.
Input parameters
Account ID for which transactions are to be listed
Unique identifier of the uncategorized bank transaction to exclude
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_EXPORT_BULK_ESTIMATES_PDFTool to export multiple estimates to a single PDF. Use when you have up to 25 estimate IDs ready to merge.
Input parameters
List of estimate IDs to export as PDF. Must contain between 1 and 25 IDs.
ID of the Zoho Books organization.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_EXPORT_SALES_ORDERS_PDFTool to export multiple sales orders to a single PDF. Use when you have up to 25 sales order IDs ready to merge.
Input parameters
List of sales order IDs to export as PDF. Must contain between 1 and 25 IDs.
ID of the Zoho Books organization.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_ALL_TAG_OPTIONSTool to retrieve all options for a reporting tag. Use when you need to fetch the complete list of tag option values.
Input parameters
The ID of the reporting tag to fetch options for
Set to true to include 'untagged' in the response
The organization ID to identify the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_BANK_ACCOUNTTool to fetch details of a specific bank account. Use when you need full metadata of one account by ID.
Input parameters
Unique identifier of the bank account.
Zoho Books organization ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_BASE_CURRENCY_ADJUSTMENTTool to fetch details of a specific base currency adjustment. Use when you need to retrieve adjustment information by its ID.
Input parameters
ID of the organization
Unique identifier of the base currency adjustment.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_BILLTool to fetch details of a specific bill. Use after confirming the organization context.
Input parameters
Unique identifier of the bill to fetch
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_BILL_ATTACHMENTTool to fetch an attachment from a specific bill. Use when you need to download a document attached to a bill.
Input parameters
Unique identifier of the bill to fetch the attachment from
Get the thumbnail of the attachment instead of the full file
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_CHART_OF_ACCOUNTTool to fetch details of a specific chart of account. Use when you need to retrieve all attributes of an existing account by its ID.
Input parameters
Unique identifier of the account to retrieve
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_CONTACTTool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obtaining the contact_id.
Input parameters
Unique identifier of the contact
Organization ID (query param)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_CONTACT_ADDRESSTool to retrieve all addresses associated with a contact. Use when you need to fetch billing, shipping, and additional addresses for a specific contact.
Input parameters
Unique identifier of the contact
Organization ID to identify the specific organization when user belongs to multiple organizations
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_CONTACT_PERSONTool to retrieve details of a specific contact person. Use when you need to fetch information about an individual associated with a contact.
Input parameters
Unique identifier of the contact
Organization ID (required query parameter)
Unique identifier of the contact person
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_CONTACT_STATEMENT_MAILTool to retrieve the pre-populated email content for a contact statement. Use when you need to get the email template, subject, body, and recipients before sending a statement.
Input parameters
End date for the statement period. Format: yyyy-mm-dd
Unique identifier of the contact
Start date for the statement period. If not provided along with end_date, current month's statement will be used. Format: yyyy-mm-dd
Organization ID (query param)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_CREDIT_NOTETool to fetch details of a specific credit note by ID. Use when you need the full credit note record including line items, taxes, and applied invoices.
Input parameters
Export credit note pdf with default print option. Only applies when accept is pdf. Allowed values: true, false, on, off.
Response format. Allowed values: json, pdf, html. Default is json. Use pdf or html to download the credit note document.
Unique identifier of the credit note to retrieve (e.g., '7472322000000247060'). This is the numeric ID returned when listing or creating credit notes.
Unique identifier of the Zoho Books organization. Required for users with multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_CURRENCYTool to retrieve details of a specific currency. Use when you need to get currency settings including exchange rates and formatting options.
Input parameters
Unique identifier of the currency
Organization ID (query parameter)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_ESTIMATETool to fetch details of a specific estimate. Use when you need to retrieve all attributes of an existing estimate by its ID.
Input parameters
Unique identifier of the estimate
Organization ID for the Zoho Books account
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_ESTIMATE_EMAILTool to retrieve the pre-populated email content for an estimate. Use when you need to get the email template, subject, body, and recipients before sending an estimate email.
Input parameters
Unique identifier of the estimate
ID of the organization
Get the email content based on a specific email template. If not provided, the content will be based on the email template associated with the customer. If no template is associated with the customer, the default template will be used.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_EXPENSETool to fetch details of a specific expense. Use when you need the full expense record by its ID after creation or listing.
Input parameters
Unique identifier of the expense to fetch.
ID of the organization. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_INVOICETool to fetch details of a specific invoice. Use when you need the full invoice record by its ID after creation or listing.
Input parameters
When retrieving a PDF, whether to render it in print mode.
Response format. One of: json, pdf, html. Default is json.
Numeric invoice ID from the invoice object (e.g., '7472322000000264123'). Do NOT use the encoded ID from invoice_url field.
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_INVOICE_ATTACHMENTTool to fetch the last attached attachment from a specific invoice. Use when you need to download a document attached to an invoice.
Input parameters
Get the thumbnail of the attachment instead of the full file
Unique identifier of the invoice to fetch the attachment from
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_INVOICE_EMAILTool to retrieve the pre-populated email content for an invoice. Use when you need to get the email template, subject, body, and recipients before sending an invoice email.
Input parameters
Unique identifier of the invoice
ID of the organization
Get the email content based on a specific email template. If not provided, the content will be based on the email template associated with the customer. If no template is associated with the customer, the default template will be used.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_ITEMTool to fetch details of a specific item. Use when you need to retrieve all attributes of an existing item by its ID.
Input parameters
Unique identifier of the item to retrieve
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_JOURNAL_CREDITS_LIST_V4Tool to retrieve the list of available journal credits for a specific journal using v4 Beta API. Use when you need to view credits associated with a journal entry.
Input parameters
Unique identifier of the journal to retrieve credits for
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_JOURNAL_DETAILS_V4Tool to fetch details of a specific journal entry from Zoho Books API v4 (Beta). Use when you need complete journal information including line items, tax details, metadata, and approvals.
Input parameters
Controls journal printing; accepts true or false
Response format options: json (default), pdf, or html
Specifies content inclusion for HTML/mail formats
Unique identifier of the journal to fetch.
Language preference for response content
The organization ID for which to retrieve journal details. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_JOURNALS_LIST_V4Tool to retrieve a paginated list of journals using Zoho Books v4 Beta API. Use when you need to fetch and filter journal entries with advanced filtering options.
Input parameters
Page number for pagination (default: 1).
Filter by journal status.
End date for filtering journals (YYYY-MM-DD format).
Number of records per page (default: 200, max: 200).
Filter journals by type, date, entity type, or status (e.g., 'Status.Draft', 'Date.ThisMonth').
Start date for filtering journals (YYYY-MM-DD format).
Search text for filtering journals (searches across journal number, reference number, notes).
Sort by: journal_date, entry_number, reference_number, total, or last_modified_time.
ID of the organization. This will be sent as a header (X-com-zoho-books-organizationid).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_LAST_IMPORTED_STATEMENTTool to get details of previously imported statement for a bank account. Use when you need to retrieve information about the last statement import.
Input parameters
Unique identifier of the bank account.
The unique ID of the organization. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_MATCHING_BANK_TRANSACTIONSTool to retrieve potential matching transactions for an uncategorized bank transaction. Use when you need to find existing transactions that could be matched with an imported or uncategorized transaction for reconciliation purposes.
Input parameters
Page number for pagination. Starts at 1. Use when there are many potential matches.
Filter by contact person name involved in the transaction. Helps narrow down matches to specific customers or vendors.
Number of matching transactions to return per page. Maximum is 200.
Maximum amount for filtering potential matching transactions. Use together with amount_start for a range.
Filter to show only transactions dated after this date (YYYY-MM-DD format). Useful for narrowing down potential matches.
Filter to show only transactions dated before this date (YYYY-MM-DD format). Useful for narrowing down potential matches.
Minimum amount for filtering potential matching transactions. Use together with amount_end for a range.
ID of the uncategorized transaction to find matches for. This is the transaction that needs to be matched with existing records.
Unique identifier of the Zoho Books organization. Retrieve this using the List Organizations action.
Filter by exact transaction reference number. Useful when you know the reference number of the transaction to match.
If true, shows all possible matching transactions regardless of other filters. If false or not provided, applies standard matching logic.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_OPENING_BALANCETool to retrieve opening balance for an organization. Use when you need to view the initial account balances configured in Zoho Books.
Input parameters
The organization ID to identify which organization to get opening balance for. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_ORGANIZATIONTool to fetch details of a specific organization. Use when you need to retrieve comprehensive organization information by its ID.
Input parameters
Unique identifier of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_PAYMENT_REMINDER_MAIL_CONTENT_FOR_INVOICETool to retrieve the pre-populated payment reminder email content for an invoice. Use when you need to get the email template, subject, body, and recipients before sending a payment reminder.
Input parameters
Unique identifier of the invoice
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_PROJECTTool to fetch details of a specific project. Use when you need to retrieve comprehensive project information after obtaining the project_id.
Input parameters
Unique identifier of the project to fetch
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_PROJECT_USERTool to fetch details of a specific user associated with a project. Use when you need to retrieve user information for a project.
Input parameters
Unique identifier of the user
Unique identifier of the project
Organization ID for the Zoho Books account
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_PURCHASE_ORDERTool to fetch details of a specific purchase order. Use after confirming the organization context to retrieve comprehensive purchase order information.
Input parameters
ID of the organization
Unique identifier of the purchase order to fetch
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_RECURRING_INVOICETool to retrieve a single recurring invoice profile's full configuration by ID. Returns complete schedule, customer, line items, and status for 'read-before-write' update safety.
Input parameters
ID of the organization. Required when user belongs to multiple organizations.
Unique identifier of the recurring invoice profile to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_SALES_ORDERTool to fetch details of a specific sales order. Use when you need the full record of a sales order by its ID.
Input parameters
Whether to print/export the sales order as PDF
Response format. Allowed: json, csv, xml, xls, xlsx, pdf, jhtml, html
Unique identifier of the sales order
ID of the organization to which the sales order belongs
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_SALES_ORDER_ATTACHMENTTool to fetch an attachment from a specific sales order. Use when you need to download a document attached to a sales order.
Input parameters
Get inline response instead of downloading as attachment
Get the thumbnail of the attachment instead of the full file
Unique identifier of the sales order to fetch the attachment from
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_SALES_ORDER_EMAIL_CONTENTTool to retrieve the pre-populated email content for a sales order. Use when you need to get the email template, subject, body, and recipients before sending a sales order email.
Input parameters
Unique identifier of the sales order
ID of the organization
Get the email content based on a specific email template. If not provided, the content will be based on the email template associated with the customer. If no template is associated with the customer, the default template will be used.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_USERTool to fetch details of a specific user. Use after obtaining the user_id to retrieve comprehensive user information.
Input parameters
Unique identifier of the user to retrieve
Organization ID for the Zoho Books account
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_GET_VENDOR_CREDIT_REFUNDTool to fetch details of a specific vendor credit refund. Use when you need to retrieve information about a refund associated with a vendor credit.
Input parameters
ID of the organization
Unique identifier of the vendor credit
Unique identifier of the vendor credit refund
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_IMPORT_BANK_STATEMENTSTool to import bank or credit card statement transactions in bulk. Use when you need to import multiple transactions from a bank statement.
Input parameters
End date of the statement period in YYYY-MM-DD format
Bank or credit card account ID to import transactions into. Get this from List Bank Accounts action.
Start date of the statement period in YYYY-MM-DD format
Array of transactions to import. Each transaction must have date, debit_or_credit, and amount.
Zoho Books organization ID. Required for all API calls.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_BANK_ACCOUNTSTool to list bank and credit card accounts. Use when retrieving all accounts for reconciliation or overview. Paginate using `page` and `per_page` for large organizations with many accounts.
Input parameters
Page number to fetch (minimum 1)
Number of records per page (minimum 1)
Filter accounts by status. Allowed values: Status.All, Status.Active, Status.Inactive
Field to sort accounts by. Allowed values: account_name, account_type, account_code
ID of the organization Must match the Zoho Books organization context; cross-org IDs cause request failures.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_BANK_RULESTool to list all rules created for a bank or credit card account. Use when you need to retrieve rules for transaction categorization and automation.
Input parameters
ID of the Bank Account for which rules should be fetched. Get this from List Bank Accounts action.
ID of the organization (required for users belonging to multiple organizations). Retrieve this using the List Organizations action.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_BANK_TRANSACTIONSTool to list bank transactions with optional filters. Use when you need to retrieve transactions for reconciliation and reporting.
Input parameters
Page number for pagination. Starts at 1.
Filter by transaction status. All: all transactions, uncategorized: imported but not matched, manually_added: manually created, matched: matched with records, excluded: excluded from reconciliation, categorized: matched/categorized transactions.
Filter transactions on or before this date (YYYY-MM-DD format).
Number of records per page (max 200).
Alternative status filter format. Use either 'status' or 'filter_by', not both.
Filter by specific bank account ID. Get this from List Bank Accounts action.
Maximum transaction amount for range filter.
Filter transactions on or after this date (YYYY-MM-DD format).
Search transactions by payee name or description text.
Field to sort results by. Currently only 'date' is supported.
Minimum transaction amount for range filter.
Unique identifier of the Zoho Books organization. Retrieve this using the List Organizations action.
Filter by exact transaction reference number.
Filter by transaction type. Common values: customer_payment, vendor_payment, deposit, withdrawal, transfer_fund, refund, expense, card_payment.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_BASE_CURRENCY_ADJUSTMENTSTool to list base currency adjustments for an organization. Use when retrieving currency adjustment records for reconciliation or reporting.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Filter base currency adjustment list by date range. Allowed Values: Date.All, Date.Today, Date.ThisWeek, Date.ThisMonth, Date.ThisQuarter and Date.ThisYear.
Sort base currency adjustment list by specified column. Allowed Values: adjustment_date, exchange_rate, currency_code and gain_or_loss.
ID of the organization. Required when user belongs to multiple organizations.
Search using the Last Modified Time of the Base Currency Adjustment
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_BILL_COMMENTS_AND_HISTORYTool to list comments and history entries for a bill. Use when retrieving all comments and historical activities associated with a specific bill.
Input parameters
Unique identifier of the bill
ID of the organization to which the bill belongs
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_BILL_PAYMENTSTool to list payments recorded against a bill. Use when retrieving all payment transactions applied to a specific vendor bill.
Input parameters
Unique identifier of the bill.
The unique identifier for the organization. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_BILLSTool to retrieve a paginated list of bills. Use when listing bills with filters and pagination.
Input parameters
Page number to retrieve, starting from 1.
Filter by bill status.
Filter by item ID.
Filter by bill date (YYYY-MM-DD), up to this date.
Number of records per page (max 200).
Filter by vendor ID.
Filter by bills dated after this date (YYYY-MM-DD).
Filter by bill date (YYYY-MM-DD), starting from this date.
Sort order: A for ascending, D for descending.
Filter by exact bill number.
Filter by bills dated before this date (YYYY-MM-DD).
Column to sort by.
ID of the organization.
Filter by total amount less than this value.
Filter by exact reference number.
Filter by total amount less than or equal to this value.
Filter by total amount greater than this value.
Filter by bill numbers containing this string.
Filter by descriptions containing this string.
Filter by total amount greater than or equal to this value.
Filter by vendor names containing this string.
Filter by bill numbers starting with this string.
Filter by descriptions starting with this string.
Filter by vendor names starting with this string.
Filter by reference numbers containing this string.
Filter by reference numbers starting with this string.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_CHART_OF_ACCOUNTSTool to list chart of accounts. Use when you need to fetch all chart of accounts with optional filtering, sorting, and pagination.
Input parameters
Page number for pagination (default 1)
Number of records per page (default 200)
Filter accounts by type or status.
Include current balance of accounts (true or false)
Field to sort by. Allowed: account_name, account_type
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_CHART_OF_ACCOUNT_TRANSACTIONSTool to list transactions for a specific chart of account. Use when you need to retrieve transaction history for an account with optional filters.
Input parameters
Page number for pagination. Starts at 1.
Filter transactions on or before this date (YYYY-MM-DD format). Use with date_start for a date range.
Number of records per page (max 200).
Filter types for chart of accounts
ID of the chart of account for which transactions need to be listed.
Filter transactions dated after this date (YYYY-MM-DD format). Alternative to date_start/date_end.
Filter transactions on or after this date (YYYY-MM-DD format). Use with date_end for a date range.
Filter transactions dated before this date (YYYY-MM-DD format). Alternative to date_start/date_end.
Sort column options
Unique identifier of the Zoho Books organization. Retrieve this using the List Organizations action.
Filter transactions with amount less than this value.
Transaction types for filtering
Filter transactions with amount less than or equal to this value.
Filter transactions with amount greater than this value.
Filter transactions with amount greater than or equal to this value.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_CONTACT_COMMENTSTool to retrieve recent activities and comments for a specific contact. Use when you need to fetch the comment history of a contact.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Unique identifier of the contact.
Organization ID (query param)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_CONTACT_PERSONSTool to retrieve a paginated list of contact persons from Zoho Books. Use when you need to list all contact persons across all contacts in the organization.
Input parameters
Page number for pagination; defaults to 1
Number of records per page; defaults to 200
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_CONTACT_REFUNDSTool to list refunds for a contact. Use when retrieving all refund transactions associated with a specific contact.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Unique identifier of the contact.
ID of the organization. Required for users belonging to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_CONTACTSTool to retrieve a paginated list of contacts with optional filters. Use when you need to fetch and filter contacts from Zoho Books before processing them.
Input parameters
Page number to retrieve
Number of records per page (max 200)
Filter by contact status
Search text on contact name or notes (max 100 chars)
Column to sort by
Filter by contact type
Filter by email contains
Filter by phone contains
Filter by Zoho CRM Vendor ID
Organization ID (query param)
Filter by Zoho CRM Account ID
Filter by Zoho CRM Contact ID
Filter by address contains
Filter by email prefix
Filter by phone prefix
Filter by address prefix
Filter by primary contact last name contains
Filter by primary contact first name contains
Filter by primary contact last name prefix
Filter by company name contains
Filter by contact name contains (max 100 chars)
Filter by primary contact first name prefix
Filter by company name prefix
Filter by contact name prefix (max 100 chars)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_CREDIT_NOTE_REFUNDSTool to retrieve a paginated list of credit note refunds with filters. Use when you need to fetch credit note refunds from Zoho Books.
Input parameters
Page number for pagination. Specify which page of results to retrieve.
Number of records per page for pagination. Controls how many credit note refunds are returned in each page.
Customer ID of the customer for whom the credit note is raised. Use to filter refunds by customer.
Sort refunds list by the specified column.
ID of the organization. Required when the user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_CREDIT_NOTESTool to retrieve a paginated list of credit notes with optional filters. Use when you need to discover credit note IDs or fetch credit notes by status, customer, date, or amount.
Input parameters
Filter credit notes by the date they were raised. Use yyyy-mm-dd format to search for credit notes created on a specific date.
Page number for pagination. Specify which page of results to retrieve. Default value is 1.
Filter credit notes by their total amount. Use this parameter to search for credit notes with a specific total value.
Filter credit notes by their current status.
Filter credit notes by tax ID. Use this parameter to search for credit notes with a specific tax applied. Retrieve tax IDs from the taxes API.
Filter credit notes by item ID. Use this parameter to search for credit notes containing a specific item. Retrieve item IDs from the items API.
Number of records per page for pagination. Controls how many credit notes are returned in each page. Default value is 200.
Filter credit notes by status using predefined status values.
Filter credit notes by item name. Use this parameter to search for credit notes containing specific items.
Filter credit notes by customer ID. Use this parameter to search for credit notes associated with a specific customer. Retrieve customer IDs from the contacts API.
Search credit notes using text search across multiple fields. Searches credit note number, customer name, and reference number.
Sort credit notes by specified column.
Filter credit notes by line item ID. Use this parameter to search for credit notes containing a specific line item within the credit note.
Filter credit notes by customer name. Use this parameter to search for credit notes associated with a specific customer.
Unique identifier of the Zoho Books organization. Required for users with multiple organizations.
Filter credit notes by item description. Supports variants item_description_startswith and item_description_contains for flexible searching.
Filter credit notes by their reference number. Use this parameter to search for credit notes with a specific reference number.
Filter credit notes by specific credit note number. Use this parameter to search for a particular credit note by its unique number.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_CURRENCIESTool to list currencies configured for the organization. Use after authentication to retrieve all currency settings.
Input parameters
Page number for pagination (default: 1)
Number of records per page (default: 200)
Filter to exclude the base currency. Allowed value: "Currencies.ExcludeBaseCurrency".
Organization ID (query parameter)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_CUSTOMER_PAYMENT_REFUNDSTool to list refunds of a customer payment. Use when retrieving all refund transactions for a specific customer payment.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
ID of the organization. Required for users belonging to multiple organizations.
Unique identifier of the customer payment.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_CUSTOMER_PAYMENTSTool to list customer payments in Zoho Books. Use when retrieving all customer payment transactions with optional filters.
Input parameters
Search payments by payment date in YYYY-MM-DD format.
Page number to be fetched. Default value is 1.
Search payments by customer notes. Variants: notes_startswith and notes_contains
Search payments by payment amount. Variants: amount_less_than, amount_less_equals, amount_greater_than and amount_greater_equals
Number of records to be fetched per page. Default value is 200.
Filter payments by mode. Allowed Values: PaymentMode.All, PaymentMode.Check, PaymentMode.Cash, PaymentMode.BankTransfer, PaymentMode.Paypal, PaymentMode.CreditCard, PaymentMode.GoogleCheckout, PaymentMode.Credit, PaymentMode.Authorizenet, PaymentMode.BankRemittance, PaymentMode.Payflowpro, PaymentMode.Stripe, PaymentMode.TwoCheckout, PaymentMode.Braintree and PaymentMode.Others
Customer ID of the customer involved in the payment.
Search payments by reference number or customer name or payment description. Max-length \[100\]
Column to sort by.
Search payments by payment mode. Variants: payment_mode_startswith and payment_mode_contains
Search payments by customer name. Variants: customer_name_startswith and customer_name_contains. Max-len \[100\]
ID of the organization. Required for users belonging to multiple organizations.
Search payments by reference number. Variants: reference_number_startswith and reference_number_contains. Max-len \[100\]
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_EMPLOYEESTool to retrieve a paginated list of employees. Use when you need to fetch and browse employees of an organization in Zoho Books.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action, which returns all organizations accessible to the authenticated user. Format: numeric string (e.g., '903642962'). Do NOT use placeholder values like 'your_organization_id' or '123456789'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_ESTIMATE_COMMENTS_AND_HISTORYTool to retrieve comments and history for a specific estimate. Use when you need to fetch activity log, status changes, or user comments associated with an estimate.
Input parameters
Unique identifier of the estimate.
Unique identifier of the Zoho Books organization. Retrieve this using the List Organizations action.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_ESTIMATESTool to retrieve a paginated list of estimates with optional filters. Use when you need to discover estimate IDs or fetch estimates by status, customer, date range, or amount.
Input parameters
Filter estimates by exact date in YYYY-MM-DD format.
Page number for pagination. Starts at 1.
Filter by exact total amount.
Filter by estimate status. draft: not yet sent, sent: sent to customer, accepted: customer accepted, declined: customer declined, invoiced: converted to invoice.
Filter estimates on or before this date (YYYY-MM-DD format).
Number of records per page (max 200).
Alternative status filter format using Status prefix. Use either 'status' or 'filter_by', not both.
Filter estimates on or after this date (YYYY-MM-DD format).
Filter estimates by specific customer ID.
Search estimates by customer name, estimate number, or reference number.
Column to sort results by.
Filter estimates by exact customer name.
Filter by exact estimate number.
Unique identifier of the Zoho Books organization. Retrieve this using the List Organizations action.
Filter estimates with total less than specified amount.
Filter estimates with total greater than specified amount.
Filter estimates where customer name contains the specified text.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_ESTIMATE_TEMPLATESTool to retrieve a list of estimate templates. Use when you need to fetch available estimate templates for the organization.
Input parameters
ID of the organization. Required for users with multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_EXPENSE_COMMENTSTool to retrieve history and comments for a specific expense. Use when you need to fetch the comment history and activity log of an expense.
Input parameters
Unique identifier of the expense.
Organization ID (query param)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_EXPENSESTool to retrieve a paginated list of expenses with filters and search. Use when you need to fetch and filter expenses from Zoho Books.
Input parameters
Search expenses by expense date (exact match). Format: YYYY-MM-DD.
Page number to retrieve, starting from 1.
Search expenses by exact amount.
Filter expenses by status.
Search expenses by expense date up to this date. Format: YYYY-MM-DD.
Number of records per page (default 200, max 200).
Filter expenses by status category.
Filter expenses by vendor ID.
Search expenses dated after this date. Format: YYYY-MM-DD.
Search expenses by expense date starting from this date. Format: YYYY-MM-DD.
Filter expenses by customer ID.
Search expenses dated before this date. Format: YYYY-MM-DD.
Search expenses by description (exact match).
Search expenses by account name, description, customer name, or vendor name.
Column to sort expenses by.
Search expenses by vendor name (exact match).
Search expenses by expense account name (exact match).
Search expenses by customer name (exact match).
ID of the organization. Required when user belongs to multiple organizations.
Search expenses with amount less than this value.
Search expenses by reference number (exact match).
Search expenses with amount less than or equal to this value.
Search expenses with amount greater than this value.
Search expenses by description containing this string.
Search expenses by recurring expense ID.
Search expenses by vendor name containing this string.
Search expenses by expense account name containing this string.
Search expenses with amount greater than or equal to this value.
Search expenses by customer name containing this string.
Search expenses by description starting with this string.
Search expenses by vendor name starting with this string.
Search expenses by expense account name starting with this string.
Search expenses by paid through account ID.
Search expenses by customer name starting with this string.
Search expenses by reference number containing this string.
Search expenses by reference number starting with this string.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_FIXED_ASSETSTool to retrieve a paginated list of fixed assets from Zoho Books. Use when you need to fetch and filter fixed assets with optional sorting and pagination.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200\.
Filter fixed asset by fixed asset status.
Sort fixed asset list in ascending (A) or descending (D) order.
Sort fixed asset list by the specified column.
The organization ID. Required when the user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_FIXED_ASSET_TYPESTool to retrieve a paginated list of fixed asset types from Zoho Books. Use when you need to fetch available fixed asset type classifications for categorizing fixed assets.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
The unique ID of the organization. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_INVOICE_COMMENTS_AND_HISTORYTool to list comments and history entries for an invoice. Use when retrieving all comments and historical activities associated with a specific invoice.
Input parameters
Unique identifier of the invoice
ID of the organization to which the invoice belongs
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_INVOICE_CREDITS_APPLIEDTool to list credit notes applied to an invoice. Use when retrieving all credit transactions applied to a specific invoice.
Input parameters
Unique identifier of the invoice
ID of the organization to which the invoice belongs
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_INVOICE_PAYMENTSTool to list payments recorded against an invoice. Use when retrieving all payment transactions applied to a specific invoice.
Input parameters
Unique identifier of the invoice
ID of the organization to which the invoice belongs
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_INVOICESTool to retrieve a paginated list of invoices with filters and search. Use when you need to fetch and filter invoices before processing.
Input parameters
Page number to retrieve, starting from 1.
Filter by invoice status.
Filter by invoice date up to (YYYY-MM-DD).
Number of records per page. Defaults to 25 for optimal response size; API default is 200.
Filter by predefined filters like Status.Sent or Date.PaymentExpectedDate.
Filter by invoice date starting from (YYYY-MM-DD).
Sort order: A for ascending, D for descending.
Filter by customer ID.
Search text on invoice number, reference number, or customer name.
Column to sort by.
Filter by due date up to (YYYY-MM-DD).
Filter by customer name.
Filter by due date starting from (YYYY-MM-DD).
Filter by exact invoice number.
ID of the organization. Required for users with multiple organizations.
Undocumented parameter that controls response verbosity. Observed behavior: 0 or omit for full invoice details (default), 1 for full details plus aggregate totals in page_context, 2 for only page_context with counts/totals (no invoice array). Note: This parameter is not in official Zoho Books API documentation and may change without notice.
Filter by invoice numbers containing this string.
Filter by invoice numbers starting with this string.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_INVOICE_TEMPLATESTool to retrieve a list of invoice templates. Use when you need to fetch available invoice templates for the organization.
Input parameters
ID of the organization. Required for users with multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_ITEM_DETAILSTool to bulk fetch details for multiple items from Zoho Books using their IDs. Use when you need to retrieve detailed information for multiple items in a single API call.
Input parameters
Comma-separated list of item IDs to retrieve (e.g., '4815000000044208,4815000000044274,4815000000044340'). Multiple item IDs must be separated by commas without spaces.
Numeric ID of your Zoho Books organization (e.g., '913373484'). Must contain only digits. To obtain valid organization IDs, first call ZOHO_BOOKS_LIST_ORGANIZATIONS which returns all organizations accessible to your account. Each organization has an 'organization_id' field. Invalid or non-existent organization IDs will result in 404 errors.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_ITEMSTool to retrieve a paginated list of items from Zoho Books. Use when you need to list items with optional filters, search, and sorting.
Input parameters
Exact match search by item name
Page number for pagination (default 1)
Exact match search by item rate
Filter by tax ID
Number of items per page (default 200)
Filter by tax name
Filter items by status
Account ID to associate the item with
Whether the item is taxable (India, US, Mexico editions)
Sort order: ascending (A) or descending (D)
Exact match search by item description
Search term to look in name or description (max 100 characters)
Column to sort the results by
SAT unit key code (Mexico edition)
Search items whose names contain this value
Search items with rate less than this value
Search items whose names start with this value
Numeric ID of your Zoho Books organization (e.g., '913373484'). Must contain only digits. To obtain valid organization IDs, first call ZOHO_BOOKS_LIST_ORGANIZATIONS which returns all organizations accessible to your account. Each organization has an 'organization_id' field. Invalid or non-existent organization IDs will result in 404 errors.
Search items with rate less than or equal to this value
Tax exemption ID (required if is_taxable=false)
Search items with rate greater than this value
SAT item key code (Mexico edition)
Search items with rate greater than or equal to this value
Search items whose descriptions contain this value
Search items whose descriptions start with this value
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_JOURNAL_TEMPLATESTool to list journal templates with pagination. Use when you need to retrieve predefined journal entry templates for accounting.
Input parameters
Page number for pagination. Starts at 1.
Number of records per page (max 200).
Unique identifier of the Zoho Books organization. Retrieve this using the List Organizations action.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_LOCATIONSTool to list all locations in the organization. Use when you need to retrieve all available locations from Zoho Books.
Input parameters
The organization_id parameter should be sent with every API request to identify the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_ORGANIZATIONSTool to list all organizations for the authenticated user. Use when you need to obtain the organization_id for subsequent API calls.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_PROJECTSTool to retrieve a paginated list of projects with optional filters. Use when you need to fetch projects from Zoho Books for a specific organization.
Input parameters
Page number to be fetched
Number of records to be fetched per page
Filter projects by status
Search projects by customer id
Column to sort projects by
The organization ID to associate the request with. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_PROJECT_USERSTool to retrieve all users assigned to a project. Use when you need to fetch the list of users associated with a specific project in Zoho Books.
Input parameters
Unique identifier of the project
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_PURCHASE_ORDERSTool to retrieve a paginated list of purchase orders. Use when listing purchase orders with filters, search, and pagination.
Input parameters
Search by exact purchase order creation date (YYYY-MM-DD format).
Page number to retrieve, starting from 1.
Search by exact total amount.
Filter by purchase order status.
Filter by item ID. Use to locate all purchase orders containing a particular item.
Number of records per page. Default and maximum is 200.
Predefined status filter for bulk filtering.
Search by total amount up to this value.
Filter by vendor ID. Use to group purchase orders by specific vendor.
General search across purchase order number, reference, and vendor name.
Column to sort by.
Search by total amount starting from this value.
Search by exact vendor name.
Search by exact custom field value.
ID of the organization. Required for users with multiple organizations.
Filter by total amount less than this value.
Search by exact item description.
Search by exact reference number.
Filter by total amount less than or equal to this value.
Filter by last modified time (ISO 8601 format: YYYY-MM-DDTHH:MM:SS+/-HH:MM). Use to identify recently updated purchase orders.
Filter by total amount greater than this value.
Search by exact purchase order number.
Filter by total amount greater than or equal to this value.
Search by vendor names containing this string.
Search by custom field values containing this string.
Search by vendor names starting with this string.
Search by custom field values starting with this string.
Search by item descriptions containing this string.
Search by reference numbers containing this string.
Search by item descriptions starting with this string.
Search by reference numbers starting with this string.
Search by purchase order numbers containing this string.
Search by purchase order numbers starting with this string.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_RECURRING_BILL_HISTORYTool to list comments and history entries for a recurring bill. Use when retrieving all comments and historical activities associated with a specific recurring bill.
Input parameters
ID of the organization to which the recurring bill belongs
Unique identifier of the recurring bill
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_RECURRING_INVOICE_HISTORYTool to retrieve comments and history for a specific recurring invoice. Use when you need to view all activities, comments, and historical changes associated with a recurring invoice.
Input parameters
The unique identifier for the organization in Zoho Books. Required when user belongs to multiple organizations.
Unique identifier of the recurring invoice.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_REPORTING_TAGSTool to retrieve all reporting tags from Zoho Books. Use when you need to list reporting tags for categorization and filtering purposes.
Input parameters
Numeric ID of your Zoho Books organization (e.g., '913373484'). Must contain only digits. To obtain valid organization IDs, first call ZOHO_BOOKS_LIST_ORGANIZATIONS which returns all organizations accessible to your account. Each organization has an 'organization_id' field. Invalid or non-existent organization IDs will result in 404 errors.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_RETAINER_INVOICESTool to retrieve a paginated list of retainer invoices with filters and sorting. Use when listing retainer invoices before processing them.
Input parameters
Page number to retrieve, starting from 1.
Export and print the PDF of retainer invoices.
Number of records per page (default: 200, max: 200).
Filter retainer invoices by status or payment expected date.
Sort order: A for ascending, D for descending.
Column to sort by.
ID of the organization. Required for users with multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_SALES_ORDER_COMMENTS_AND_HISTORYTool to list comments and history entries for a sales order. Use when retrieving all comments and historical activities associated with a specific sales order.
Input parameters
Unique identifier of the sales order
ID of the organization to which the sales order belongs
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_SALES_ORDERSTool to retrieve a paginated list of sales orders. Use when browsing sales orders by organization with optional sorting and filtering.
Input parameters
Page number, must be ≥1
Records per page, max 200
Predefined status filter
Cross-field text search
Column to sort by
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_SALES_RECEIPTSTool to retrieve a paginated list of sales receipts with filters. Use when you need to fetch sales receipts by customer, date range, amount, or other criteria.
Input parameters
Filter sales receipts by exact date. Date format: YYYY-MM-DD.
Page number to retrieve, starting from 1.
Filter sales receipts by exact total amount.
Filter sales receipts up to this date (inclusive). Date format: YYYY-MM-DD.
Number of records per page. Default is 200, maximum is 200.
Filter sales receipts by time period or status.
Search receipt by exact item name. Maximum length is 100 characters.
Filter sales receipts with total amount up to this value (inclusive).
Filter sales receipts after this date (exclusive). Date format: YYYY-MM-DD.
Filter sales receipts starting from this date (inclusive). Date format: YYYY-MM-DD.
Filter sales receipts by specific customer identifier.
Filter sales receipts before this date (exclusive). Date format: YYYY-MM-DD.
Available columns for sorting sales receipt results.
Filter sales receipts with total amount starting from this value (inclusive).
Search receipt by exact receipt number. Maximum length is 100 characters.
ID of the organization. Required for users with multiple organizations.
Filter sales receipts with total amount less than this value.
Filter receipts where item name contains this string. Maximum length is 100 characters.
Filter sales receipts with total amount greater than this value.
Filter receipts where item name starts with this string. Maximum length is 100 characters.
Filter receipts where receipt number contains this string. Maximum length is 100 characters.
Filter receipts where receipt number starts with this string. Maximum length is 100 characters.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_TASKSTool to retrieve a paginated list of tasks for a specific project. Use when you need to fetch tasks associated with a project in Zoho Books.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Unique identifier of the project.
ID of the organization. Required for users with multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_TAXESTool to retrieve a paginated list of taxes. Use when you need to fetch tax configurations for an organization in Zoho Books.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action, which returns all organizations accessible to the authenticated user. Format: numeric string (e.g., '60059838605'). Do NOT use placeholder values like 'your_organization_id' or '123456789'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_TAX_EXEMPTIONSTool to retrieve a list of tax exemptions from Zoho Books. Use when you need to list tax exemptions for US Edition organizations. This feature is only available for US Edition of Zoho Books.
Input parameters
Numeric ID of your Zoho Books organization (e.g., '903642962'). Must contain only digits. To obtain valid organization IDs, first call ZOHO_BOOKS_LIST_ORGANIZATIONS which returns all organizations accessible to your account. Each organization has an 'organization_id' field. Invalid or non-existent organization IDs will result in 404 errors.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_USERSTool to retrieve a paginated list of users. Use when you need to fetch and browse users of an organization in Zoho Books.
Input parameters
Page number to retrieve (default 1, minimum 1)
Number of records per page (default 200, max 200)
Filter by user status. Allowed: Status.All \\ | Status.Active \\ | Status.Inactive \\ | Status.Invited \\ | Status.Deleted
Column to sort by. Allowed: name \\ | email \\ | user_role \\ | status
Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action, which returns all organizations accessible to the authenticated user. Format: numeric string (e.g., '60059838605'). Do NOT use placeholder values like 'your_organization_id' or '123456789'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDSTool to retrieve a paginated list of vendor credit refunds with filters. Use when you need to fetch vendor credit refunds from Zoho Books.
Input parameters
Page number for pagination. Specify which page of results to retrieve.
Number of records per page for pagination. Controls how many vendor credit refunds are returned in each page.
Search vendor credit refunds by vendor credit customer ID.
Sort vendor credit refunds by the specified column.
ID of the organization. Required when the user belongs to multiple organizations.
Search vendor credit refunds by vendor credit last modified time (ISO 8601 format).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDS2Tool to list refunds of a specific vendor credit. Use when retrieving all refund transactions applied to a particular vendor credit.
Input parameters
Page number for pagination. Specify which page of results to retrieve. Default value is 1.
Number of records per page for pagination. Controls how many refunds are returned in each page. Default value is 200.
The unique identifier for the organization. Required when the user belongs to multiple organizations.
Unique identifier of the vendor credit.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_VENDOR_CREDITSTool to retrieve a paginated list of vendor credits with filters and search. Use when you need to fetch and filter vendor credits before processing.
Input parameters
Filter vendor credits by creation date. Use yyyy-mm-dd format.
Page number to retrieve, starting from 1.
Filter vendor credits by notes content.
Filter vendor credits by their total amount.
Filter vendor credits by their current status.
Filter vendor credits by tax ID. Use this parameter to search for vendor credits with a specific tax applied.
Filter vendor credits by item ID. Use this parameter to search for vendor credits containing a specific item.
Filter by vendor credits created on or before this date (yyyy-mm-dd).
Number of records per page for pagination. Default value is 200.
Filter vendor credits by status using predefined status values.
Filter vendor credits by item name.
Filter by vendor credits with total amount up to this value.
Filter by vendor credits created after this date (yyyy-mm-dd).
Filter by vendor credits created on or after this date (yyyy-mm-dd).
Filter vendor credits by customer ID. Use this parameter to search for vendor credits associated with a specific customer.
Filter by vendor credits created before this date (yyyy-mm-dd).
Search vendor credits using text search across vendor credit number, vendor name, and reference number.
Sort vendor credits by specified column.
Filter by vendor credits with total amount starting from this value.
Filter vendor credits by custom field values.
Filter vendor credits by line item ID. Use this parameter to search for vendor credits containing a specific line item.
Filter vendor credits by vendor name.
Filter by notes containing this string.
The unique identifier for the organization. Required when the user belongs to multiple organizations.
Filter by vendor credits with total amount less than this value.
Filter vendor credits by item description.
Filter by notes starting with this string.
Filter vendor credits by their reference number.
Filter by vendor credits with total amount less than or equal to this value.
Filter by item names containing this string.
Filter vendor credits by last modified time. Use ISO 8601 format (yyyy-mm-ddThh:mm:ss-hh:mm).
Filter by vendor credits with total amount greater than this value.
Filter by item names starting with this string.
Filter by vendor credits with total amount greater than or equal to this value.
Filter vendor credits by specific vendor credit number.
Filter by custom field values containing this string.
Filter by vendor names containing this string.
Filter by custom field values starting with this string.
Filter by vendor names starting with this string.
Filter by item descriptions containing this string.
Filter by reference numbers containing this string.
Filter by item descriptions starting with this string.
Filter by reference numbers starting with this string.
Filter by vendor credit numbers containing this string.
Filter by vendor credit numbers starting with this string.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_VENDOR_PAYMENT_REFUNDSTool to list refunds of a vendor payment. Use when retrieving all refund transactions applied to a specific vendor payment.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Unique identifier of the payment.
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_LIST_VENDOR_PAYMENTSTool to retrieve a paginated list of vendor payments with filters and search. Use when listing vendor payments for reporting or reconciliation.
Input parameters
Date the payment is made (YYYY-MM-DD). Search payments by payment made date. Variants: date_start, date_end, date_before and date_after.
Page number to be fetched. Default value is 1.
Search with Payment Notes. Variant: notes_startswith, notes_contains.
Payment amount made to the vendor. Search payments by payment amount. Variants: amount_less_than, amount_less_equals, amount_greater_than and amount_greater_equals.
Search payments by Bill ID.
Filter by payment date up to this date (YYYY-MM-DD).
Number of records to be fetched per page. Default value is 200.
Enum for payment mode filter values.
ID of the vendor. Search payments by vendor id.
Filter by payments dated after this date (YYYY-MM-DD).
Filter by payment date starting from this date (YYYY-MM-DD).
Filter by payments dated before this date (YYYY-MM-DD).
Search payments by description. Variants: description_startswith and description_contains.
Search payments by reference number or vendor name or payment description.
Enum for sort column values.
Search payments by vendor name. Variants: vendor_name_startswith and vendor_name_contains.
Search payments by payment mode. Variants: payment_mode_startswith and payment_mode_contains.
Filter by notes containing this string.
Search with Payment Number. Variant: payment_number_startswith, payment_number_contains.
ID of the organization. Required when user belongs to multiple organizations.
Filter by amount less than this value.
Filter by notes starting with this string.
Search payments by reference number. Variants: reference_number_startswith and reference_number_contains.
Filter by amount less than or equal to this value.
Search with the Last Modified Time of the Vendor Payment.
Filter by amount greater than this value.
Filter by descriptions containing this string.
Filter by vendor names containing this string.
Filter by amount greater than or equal to this value.
Filter by payment modes containing this string.
Filter by descriptions starting with this string.
Filter by vendor names starting with this string.
Filter by payment modes starting with this string.
Filter by payment numbers containing this string.
Filter by payment numbers starting with this string.
Filter by reference numbers containing this string.
Filter by reference numbers starting with this string.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_BILL_OPENTool to mark a bill as open. Use when you need to change a bill's status to open (e.g., from void status).
Input parameters
Unique identifier of the bill to mark as open
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_BILL_VOIDTool to mark a bill as Void. Use when you need to void an existing bill after reviewing any outstanding payments.
Input parameters
Unique identifier of the bill to void
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_CONTACT_AS_ACTIVETool to mark a contact as active. Use when you need to reactivate a previously deactivated contact after confirming its ID.
Input parameters
Unique identifier of the contact to activate
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_CONTACT_AS_INACTIVETool to mark a contact as inactive. Use when you need to deactivate a contact after confirming its ID.
Input parameters
Unique identifier of the contact to mark as inactive
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_ESTIMATE_AS_SENTTool to mark an estimate as Sent. Use after the estimate is finalized and ready for delivery to the customer.
Input parameters
Unique identifier of the estimate to mark as Sent
ID of the organization. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_INVOICE_AS_SENTTool to mark an invoice as Sent. Use after the invoice is finalized and ready for delivery to the customer.
Input parameters
Unique identifier of the invoice to mark as Sent
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_ITEM_AS_ACTIVETool to mark an item as active. Use when you need to reactivate a previously deactivated item after confirming its ID.
Input parameters
Unique identifier of the item to activate
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_ITEM_INACTIVETool to mark an item as inactive. Use when you need to deactivate an item after confirming its ID.
Input parameters
Unique identifier of the item to mark as inactive
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_LOCATION_ACTIVETool to mark a location as active. Use when you need to activate a previously inactive location.
Input parameters
Unique identifier of the location to mark as active
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_LOCATION_INACTIVETool to mark a location as inactive. Use when you need to deactivate a location without permanently deleting it.
Input parameters
Unique identifier of the location to mark as inactive
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_LOCATION_PRIMARYTool to mark a location as primary. Use when you need to set a specific location as the primary location for the organization after confirming its ID.
Input parameters
Unique identifier of the location to mark as primary
Your organization ID (required with all Zoho Books API requests)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_PROJECT_ACTIVETool to mark a project as active. Use when you need to reactivate a previously inactive project after confirming its ID.
Input parameters
Unique identifier of the project to activate
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_REPORTING_TAG_AS_ACTIVETool to mark a reporting tag as active. Use when you need to activate a reporting tag after ensuring it has at least one option configured.
Input parameters
Unique identifier of the reporting tag to mark as active
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_REPORTING_TAG_AS_INACTIVETool to mark a reporting tag as inactive. Use when you need to deactivate a reporting tag that is no longer needed.
Input parameters
Unique identifier of the reporting tag to mark as inactive
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_REPORTING_TAG_DEFAULT_OPTIONTool to mark an option as default for a reporting tag. Use when you need to set a specific tag option as the default choice.
Input parameters
The reporting tag ID
The organization ID to identify the organization
ID of the option to be marked as default. If this parameter is not sent or sent empty, the current default option of the tag will be removed.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_RETAINER_INVOICE_SENTTool to mark a retainer invoice as Sent. Use after the retainer invoice is finalized and ready for delivery to the customer.
Input parameters
ID of the organization
Unique identifier of the retainer invoice to mark as sent
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_SALES_ORDER_VOIDTool to mark a sales order as Void. Use when you need to void an existing sales order after reviewing any outstanding deliveries or invoices.
Input parameters
Unique identifier of the sales order to void
ID of the organization. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_TAG_OPTION_ACTIVETool to mark a reporting tag option as active. Use when you need to activate a previously inactive tag option for an organization.
Input parameters
Unique identifier of the reporting tag
Unique identifier of the tag option to mark as active
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_TAG_OPTION_AS_INACTIVETool to mark a reporting tag option as inactive. Use when you need to deactivate a specific tag option for reporting purposes.
Input parameters
The reporting tag ID
The option ID to mark as inactive
The organization ID to identify the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_USER_INACTIVETool to mark a user as inactive in Zoho Books. Use when you need to deactivate a user account while preserving their historical data.
Input parameters
Unique identifier of the user to mark as inactive. Obtain this by calling the ZOHO_BOOKS_LIST_USERS action. Format: numeric string (e.g., '7472322000000265001'). Note: You cannot mark your own user account as inactive.
Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action. Format: numeric string (e.g., '60059838605').
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_MARK_VENDOR_CREDIT_VOIDTool to void a vendor credit. Use when you need to mark an existing vendor credit as void, making it inactive in the system.
Input parameters
ID of the organization. Required when the user belongs to multiple organizations.
Unique identifier of the vendor credit to void
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_OPEN_SALES_ORDERTool to mark a sales order as Open. Use when a sales order in Draft status needs to be opened for processing.
Input parameters
Unique identifier of the sales order to open
ID of the organization to which the sales order belongs
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_PRINT_BULK_ESTIMATESTool to bulk print up to 25 estimates as a single PDF. Use when you have multiple estimate IDs and need a combined PDF for printing.
Input parameters
List of estimate IDs to print (max 25 items)
The organization ID in Zoho Books
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_PRINT_BULK_SALES_ORDERSTool to bulk print up to 25 sales orders as a single PDF. Use when you have multiple sales order IDs and need a combined PDF for printing.
Input parameters
List of sales order IDs to print (max 25 items)
The organization ID in Zoho Books
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_REMIND_CUSTOMER_INVOICETool to send a payment reminder for an invoice. Use when invoice is in Open or Overdue status.
Input parameters
Body content of the reminder email.
Subject of the reminder email.
Unique identifier of the invoice
List of CC email addresses for the reminder email.
List of recipient email addresses to send the reminder to.
ID of the organization
If true, send from the organization's email address instead of the user email.
Include customer statement with the reminder email.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_RESUME_RECURRING_INVOICETool to resume a recurring invoice. Use when you need to reactivate a paused or stopped recurring invoice.
Input parameters
ID of the organization. Required when user belongs to multiple organizations.
Unique identifier of the recurring invoice to resume
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_SEND_BULK_INVOICE_REMINDERTool to send payment reminders for multiple invoices at once. Use when you need to send reminders to multiple customers for their outstanding invoices.
Input parameters
List of invoice IDs for which payment reminders should be sent
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_SEND_CONTACT_EMAILTool to send an email to a contact in Zoho Books. Use when you need to email a customer or vendor about statements, documents, or general communication.
Input parameters
Email body content (plain text or HTML)
Email subject line
Unique identifier of the contact to email
Array of email addresses to CC (carbon copy)
Array of recipient email addresses to send the email to
Organization ID (query param)
Whether to send attachments with the email
Whether to send from the organization's primary email address
Send customer statement PDF with email
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_STOP_RECURRING_INVOICETool to stop a recurring invoice. Use when you need to stop a recurring invoice from generating future invoices.
Input parameters
ID of the organization
Unique identifier of the recurring invoice to stop
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UNTRACK_CONTACT1099Tool to untrack a contact for 1099 reporting. Use when you need to stop tracking a vendor for 1099 tax form reporting in the US.
Input parameters
Unique identifier of the contact to untrack for 1099 reporting
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_BANK_TRANSACTIONTool to update an existing bank transaction in Zoho Books. Use when you need to modify transaction details such as amount, description, or date after the transaction has been created.
Input parameters
Transaction date in YYYY-MM-DD format
List of tags to apply
Transaction amount, must be non-negative
Tax or tax group ID (not applicable in US)
ID of the user involved
List of files to attach
Detailed transaction breakdown with account, tax, and amount information
Currency ID of the transaction
ID of the customer or vendor
Brief description or memo
Bank charges for this transaction
Mode of payment; not applicable to transfer_fund, card_payment, owner_drawings
List of custom fields to populate
Foreign currency exchange rate, must be >0
Account ID funds are transferred to. Required for: transfer_fund, deposit, sales_return, expense_refund, owner_drawings. For owner_drawings, must be equity account type. From bank accounts, can transfer to: bank/card/equity (drawings)/expense/credit_note account types. From card accounts, can transfer to: card/bank/expense account types
Account ID funds are transferred from. Required for: transfer_fund, card_payment, sales_without_invoices, expense_refund, other_income, owner_drawings. Account type must match transaction_type: card_payment requires credit_card account type; owner_drawings requires bank/cash/credit_card account type; transfer_fund requires bank or cash account type. For deposits to bank accounts, can be bank/card/income/refund type. For deposits to card accounts, can be bank/card/refund type
Zoho Books organization ID
List of tags on to-account entry
Whether the tax is inclusive
Reference number for transaction
Tax authority ID (US, AU, CA only)
Tax exemption ID (IN, US, AU, CA only)
Type of transaction. Account type requirements vary by transaction_type: 'deposit' requires to_account (bank/card can receive from bank/card/income/refund accounts); 'refund' (credit card accounts only); 'transfer_fund' requires from_account and to_account (both bank/card); 'card_payment' requires from_account (credit card type) and to_account; 'sales_without_invoices' requires from_account; 'expense_refund' requires from_account and to_account; 'owner_contribution' (equity account as to_account); 'interest_income' (income account); 'other_income' requires from_account; 'owner_drawings' requires from_account (bank/cash/credit card) and to_account (equity type); 'sales_return' requires to_account
List of tags on from-account entry
Unique identifier of the bank transaction to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_BILLTool to update a vendor bill. Use when you need to modify an existing bill in Zoho Books. Use after fetching the current bill details.
Input parameters
Bill date YYYY-MM-DD.
Notes for bill.
Bill-level taxes.
Terms & conditions.
India: 15-digit GSTIN.
Unique identifier of the bill to update.
Due date YYYY-MM-DD.
Approval workflow.
Documents to attach.
Vendor identifier.
Manual adjustment.
Optional file attachment.
Line items.
Unique bill number/reference.
Currency ID if multi-currency.
Location ID.
Price book ID.
Custom fields.
Exchange rate.
India: GST treatment. Optional; required only for India GST orgs.
Payment terms in days.
UAE: permit number.
GCC/MX/KE/ZA: tax treatment.
Zoho Books organization ID.
GCC: place-of-supply code.
Prices include tax (non-US).
External reference.
India: GST source state.
Purchase Order IDs.
Recurring bill template ID.
Custom label.
India: GST dest state.
Adjustment reason.
Tax at item level.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_CONTACTTool to update details of a contact. Use when you need to modify any contact attribute after verifying contact_id.
Input parameters
Reporting tags
Additional notes
India-only GSTIN (15 characters)
Tax ID (IN/US)
Twitter/X profile URL
Website URL of contact
Facebook profile URL
Owner user ID (customers only)
Contact ID to update
Whether contact is taxable
Mexico-only legal name
Tax registration number (GCC/MX/KE/ZA)
Mexico-only tax regime
US-only 1099 tracking flag
VAT registration number (UK/Avalara)
Currency identifier
US-only tax ID type (SSN/ATIN/ITIN/EIN)
Company or legal name
Display name of the contact
Type of contact: customer or vendor
Two-letter country code (UK/GCC/Avalara)
Maximum credit limit (customers only)
Associated pricebook ID
US-only tax ID value
Custom field values
India-only GST treatment
Number of days allowed for payment
Region-specific tax treatment value
UK-only VAT treatment
Custom contact number
Avalara use code
Billing address details
List of contact persons
Organization ID (query param)
Avalara exemption certificate number
Opening balances for locations
India-only place of contact code
Shipping address details
US-only tax authority ID
US/CA/AU/IN tax exemption ID
Customer subtype (only for customers)
Default document templates
Mexico-only TDS registered flag
Tax authority name
US/CA/AU/IN tax exemption code
Label for payment terms
Skip auto-generation of contact number
Kenya tax exemption certificate no.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_CONTACT_PERSONTool to update an existing contact person in Zoho Books. Use when modifying details of a contact person after verifying their contact_person_id.
Input parameters
Email address of the contact person. Max-length \[100\]
Phone number. Max-length \[50\]
Skype address. Max-length \[50\]
Mobile number. Max-length \[50\]
Last name of the contact person. Max-length \[100\]
Contact identifier for the associated contact
Department on which a person belongs. Max-length \[50\]
First name of the contact person. Max-length \[100\]
Salutation for the contact. Max-length \[25\]
Designation of a person. Max-length \[50\]
Portal access option (true/false)
Organization ID (required query parameter)
Unique identifier of the contact person to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_CREDIT_NOTE_REFUNDTool to update details of a specific credit note refund. Use when you need to modify an existing refund associated with a credit note—change the description, reference number, or other refund fields.
Input parameters
Refund date in yyyy-mm-dd format
Refund amount
Additional details about the refund
Method of refund (e.g., cash, check, bank transfer)
Unique identifier of the credit note.
The account from which the refund originates
ID of the organization
Reference identifier
Unique identifier of the credit note refund.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_CURRENCYTool to update an existing currency in Zoho Books. Use when you need to modify currency settings such as symbol, format, or precision.
Input parameters
Unique identifier of the currency to update
A unique standard code for the currency. Max-len \[100\]
The format for the currency to be displayed. Max-len \[100\]
A unique symbol for the currency. Max-len \[4\]
The organization ID for which the currency is being updated
The precision level for pricing display
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_CUSTOM_FIELDS_IN_ITEMTool to update custom field values in an existing item. Use when you need to modify custom field data for a specific item without changing other item properties.
Input parameters
Unique identifier of the item whose custom fields should be updated
List of custom fields to update with their new values
ID of the organization context
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_ESTIMATETool to update an existing estimate (quote). Use when you need to modify an existing customer quote in Zoho Books.
Input parameters
Estimate date in YYYY-MM-DD format.
Notes for the estimate.
Terms and conditions.
15-digit GSTIN (India only).
Top-level tax ID.
Overall discount amount.
Adjustment amount.
Line items for the estimate.
Associated project ID.
Currency ID for the estimate.
Custom email body.
Contact ID of the customer for the estimate.
Unique identifier of the estimate to update.
Expiry date in YYYY-MM-DD format.
Business location ID.
ID of the PDF template to use.
Custom fields to add to estimate.
Discount type (entity_level or item_level).
Exchange rate for multi-currency.
GST treatment (India/GCC only).
Custom email subject.
Custom estimate number if auto-numbering is ignored.
Zoho Books organization ID.
Place of supply code (India/GCC only).
Shipping charge amount.
Line item prices include tax if true (non-US/CA).
External reference number.
Salesperson name.
Description for adjustment.
Apply discount before tax if true.
List of contact persons to associate with estimate.
Ignore auto numbering and provide custom estimate_number.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_ESTIMATE_BILLING_ADDRESSTool to update the billing address of an estimate. Use when you need to modify billing address details for an existing estimate in Zoho Books.
Input parameters
Fax number for billing address
Postal code for billing address
City name for billing address
Phone number for billing address
State or province for billing address
Street address line 1 for billing
Country name for billing address
Street address line 2 for billing
Contact person name for the billing address
Unique identifier of the estimate
Organization ID for the Zoho Books account
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_ESTIMATE_SHIPPING_ADDRESSTool to update the shipping address for an estimate. Use when you need to modify the delivery address details of an existing estimate.
Input parameters
Fax number for the address. Max-length \[50\]
Postal or ZIP code for the address. Max-length \[50\]
City name for the address. Max-length \[100\]
The contact phone number associated with the address. Max-length \[50\]
State for the address. Max-length \[100\]
Street 1 address for the contact. Max-length \[500\]
Country name for the address. Max-length \[100\]
Street 2 address for the contact. Max-length \[255\]
Attention for proper delivery and routing of business correspondence. Max-length \[100\]
State or province code for the address. Max-length \[100\]
Unique identifier of the estimate
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_ESTIMATE_TEMPLATETool to update the template associated with an estimate. Use when you need to change the PDF template used for an existing estimate.
Input parameters
Unique identifier of the estimate
Unique identifier of the estimate template
The unique identifier of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_INVOICETool to update details of a specific invoice. Use when you need to modify an existing invoice in Zoho Books—change line items, dates, or other invoice fields. Requires invoice ID and organization ID before calling.
Input parameters
Invoice date in YYYY-MM-DD format
Notes to be printed on the invoice
Terms and conditions for the invoice
Invoice-level discount value
Due date in YYYY-MM-DD format
Identifier of the invoice to update
List of line items to update or add
Currency identifier for the invoice
Customer identifier for this invoice
Type of discount: entity_level or item_level
Exchange rate if different from base currency
Number of days for payment terms
Custom invoice number; requires ignore_auto_number_generation=true
ID of the organization
Whether unit rates include tax
Custom label for payment terms
Apply discount before tax if true
If true, uses provided invoice_number and ignores auto-numbering
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_INVOICE_ATTACHMENT_PREFERENCETool to update attachment preference for an invoice. Use when you need to control whether the invoice attachment should be sent when the invoice is emailed.
Input parameters
Unique identifier of the invoice.
ID of the organization
Boolean to send the attachment with the invoice when emailed.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_INVOICE_BILLING_ADDRESSTool to update the billing address of an invoice. Use when you need to modify billing address fields (city, state, zip, country, fax) for an existing invoice.
Input parameters
Customer's fax number
Zip code of the customer's billing address
City of the customer's billing address
State of the customer's billing address
Billing address (street address line 1)
Country of the customer's billing address
Secondary street address (street address line 2)
Unique identifier of the invoice.
The organization ID to identify the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_INVOICE_SHIPPING_ADDRESSTool to update the shipping address of a specific invoice. Use when you need to modify the shipping address details for an existing invoice in Zoho Books.
Input parameters
Fax number (optional)
Postal code
City name
State/province
Shipping address line
Country name
Secondary address line
Unique identifier of the invoice
The organization ID to identify the organization. Required for all API requests when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_INVOICE_TEMPLATETool to update the template associated with an invoice. Use when you need to change the PDF template used for an existing invoice.
Input parameters
Unique identifier of the invoice
Unique identifier of the invoice template
The unique identifier of the organization. Required for all Zoho Books API requests.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_ITEMTool to update details of a specific item. Use when you need to modify an existing item's attributes after fetching its current state.
Input parameters
Unique SKU identifier for the item
Name of the item (max 100 chars)
Sales rate of the item (non-negative)
Tax ID to associate with this item
Unique identifier of the item to update
Defines if item is for sales, purchases, both or inventory
List of opening stock details per location
Preferred vendor ID for this item
GL account ID to associate with the item
HSN or SAC code for this item (India, Kenya, South Africa only)
Flag to indicate if item is taxable
Detailed description of the item (max 2000 chars)
Type of the product (goods, service, digital_service)
SAT unit key code (Mexico only)
Custom field values to set for this item
Purchase rate or cost (string format for precision)
Reorder threshold quantity (string format)
Tax percentage to apply (string format)
Avalara tax code grouping (max 25 chars)
Avalara exemption grouping (max 25 chars)
ID of the organization context
Tax exemption ID; mandatory if is_taxable is false
Sales tax rule ID (Mexico, Kenya, South Africa only)
SAT item key code (Mexico only)
COGS account ID; required for purchase/inventory item types
Inventory asset account ID; required if item_type is inventory
List of item tax preferences (India only)
Description for purchase side of the item
Purchase tax rule ID (Mexico, Kenya, South Africa only)
Purchase tax exemption ID; required if is_taxable is false (Kenya, South Africa)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_JOURNALTool to update a journal entry in Zoho Books. Use when modifying existing journal entries—changing line items, dates, amounts, or other journal fields.
Input parameters
Reporting tags for the journal.
Notes or description for the journal.
Unique identifier of the journal to update.
Array of line items. At least 2 line items are required (debit and credit entries must balance). Include line_id for existing lines to update them.
Currency identifier for multi-currency organizations.
Date on which the journal is to be recorded, in YYYY-MM-DD format.
Enum for journal type.
Custom fields for the journal.
Exchange rate between currencies.
Zoho Books organization ID. Required query parameter.
Reference identifier for the journal.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_LOCATIONTool to update an existing location in Zoho Books. Use when you need to modify location details such as name, address, or associated users.
Input parameters
Type of the location
Email address for the location
Phone number for the location
Address details for the location
Comma-separated list of user identifiers
Unique identifier of the location to update
Name of the location
ID of the organization
Parent location identifier for hierarchical locations
List of associated series identifiers
Whether all users are selected for this location
Autonumber generation group ID
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_ORGANIZATIONTool to update an organization's settings and details. Use when you need to modify organization information like name, contact details, or fiscal year settings.
Input parameters
Organization name
Contact email address
Contact telephone number
Time zone in which the organization is located geographically
Format for representing the date
Contact person name
Language code (e.g., 'en')
Field separator for components in date
Unique identifier of the organization to update
To determine whether logo is uploaded
Allowed values for fiscal year starting month.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_PROJECTTool to update a project in Zoho Books. Use when you need to modify project details like name, billing type, rate, or other project attributes. Requires project_id.
Input parameters
Hourly rate for a task
List of tasks associated with the project
List of users to assign to the project
ID of the user to be added to the project
Unique identifier of the project to update
Budget type for the project
Currency identifier for the project
ID of the customer associated with this project
Project description. Max-length 500
The way you bill your customer
Budgeted hours for the project
Name of the project. Max-length 100
Budgeted amount for the project
Organization ID to identify the organization
Budgeted cost to complete this project
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_PROJECT_USERTool to update a user's details in a project. Use when you need to modify the role, rate, or budget hours for a user assigned to a specific project.
Input parameters
Hourly rate for the user's work on this project
Unique identifier of the user to update in the project
Allowed user roles for project users.
Unique identifier of the project
Budget hours allocated for the user on this project
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_PURCHASE_ORDER_BILLING_ADDRESSTool to update the billing address of a purchase order. Use when you need to modify billing address details for an existing purchase order.
Input parameters
Fax number for the billing address
Postal or ZIP code for the billing address
City name for the billing address
Phone number for the billing address
State or province for the billing address
Street address line 1 of the billing address
Country name for the billing address
Street address line 2 of the billing address
Contact person name or attention line for the billing address
Organization ID for users belonging to multiple organizations.
Unique identifier of the purchase order.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_PURCHASE_ORDER_COMMENTTool to update a comment on a purchase order. Use when you need to modify the text of an existing comment. Only user-created comments can be updated; system-generated comments will fail with error 4073.
Input parameters
Unique identifier of the comment to update. Note: Only user-created comments (comment_type='internal') can be updated. System-generated comments will return error code 4073.
The updated comment text.
Required parameter for users belonging to multiple organizations. Specifies which organization's purchase order comment to update.
Unique identifier of the purchase order.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_RECURRING_BILLTool to update a recurring bill in Zoho Books. Use when you need to modify an existing recurring bill's details such as vendor, recurrence pattern, line items, or other bill attributes.
Input parameters
Notes for the recurring bill
Terms and conditions
India: 15-digit GSTIN
Discount applied to the recurrence. It can be either in % or in amount
End date of the recurring bill in YYYY-MM-DD format. If not provided, bill recurs indefinitely.
ID of the vendor the bill has to be created for
Array of line items with item details.
Start date of the recurring bill in YYYY-MM-DD format
Currency identifier if multi-currency is enabled
Location ID
Price book ID
Recurrence interval (e.g., '1', '2', '3')
Custom fields for the recurring bill
India: GST treatment (e.g., 'business_gst', 'business_none', 'overseas', 'consumer')
Payment terms in days. 0 means Due on Receipt.
GCC/MX/KE/ZA: tax treatment code
ID of the organization
GCC: place-of-supply code
Name of the recurring bill. Max-length \[100\]
Whether prices include tax (non-US organizations)
India GST: source state
Unique identifier of the recurring bill to update
Custom label for payment terms
Frequency pattern (e.g., 'days', 'weeks', 'months', 'years')
India GST: destination state
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_RECURRING_INVOICE_TEMPLATETool to update the template associated with a recurring invoice. Use when you need to change the PDF template used for an existing recurring invoice.
Input parameters
Unique identifier of the recurring invoice template
The unique identifier of the organization. Required for all Zoho Books API requests.
Unique identifier of the recurring invoice
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_REPORTING_TAGTool to update an existing reporting tag in Zoho Books. Use when you need to modify the name, description, or settings of a reporting tag.
Input parameters
ID of the reporting tag to update
List of entities that can only be enabled or disabled. Each entity has entity_name and is_enabled fields. Common entity names include 'customers', 'vendors', 'items', 'fixed_asset', 'banking'.
The name of the reporting tag
Description of the reporting tag
Whether the tag is mandatory. If true, users must assign this tag when creating transactions.
Numeric ID of your Zoho Books organization (e.g., '913373484'). Must contain only digits. To obtain valid organization IDs, first call ZOHO_BOOKS_LIST_ORGANIZATIONS which returns all organizations accessible to your account. Each organization has an 'organization_id' field. Invalid or non-existent organization IDs will result in 404 errors.
Configuration for transaction/line-item level entities.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_REPORTING_TAG_OPTIONSTool to update reporting tag options in Zoho Books. Use when you need to modify, add, or update the available options for a reporting tag including their active status and default settings.
Input parameters
ID of the reporting tag to update options for
Array of options to update. Each option must include option_name (required) and may include option_id, is_active, and is_default fields
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_SALES_ORDERTool to update a specific sales order. Use when you need to modify an existing sales order (e.g., change dates, line items, or custom fields) after creation.
Input parameters
Sales order date in YYYY-MM-DD format
Line items to update or add
Currency ID for this sales order
Customer ID for this sales order
Custom fields to update on the sales order
ID of the sales order to update
Shipment date in YYYY-MM-DD format
Organization ID under which the sales order exists
Tax exemption ID (India/US only)
Tax exemption code (India/US/Mexico only)
List of contact persons to associate with the sales order
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_SALES_ORDER_ATTACHMENT_PREFERENCETool to update attachment preference for a sales order. Use when you need to control whether the sales order attachment should be sent when the sales order is emailed.
Input parameters
Unique identifier of the sales order.
ID of the organization
Boolean to send the attachment with the sales order when emailed.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_SALES_ORDER_BILLING_ADDRESSTool to update the billing address of a sales order. Use when you need to modify billing address details for an existing sales order in Zoho Books.
Input parameters
Fax number for billing address
Postal code for billing address
City name for billing address
State or province for billing address
Street address line 1 for billing
Country name for billing address
Street address line 2 for billing
Contact person name for the billing address
Unique identifier of the sales order
Organization ID for the Zoho Books account
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_SALES_ORDER_SHIPPING_ADDRESSTool to update the shipping address of a specific sales order. Use when you need to modify the shipping address details for an existing sales order in Zoho Books.
Input parameters
Fax number
ZIP/Postal code
City of the address
State designation
Primary address line
Country name
Secondary address line
Attention/recipient name
Unique identifier of the sales order
The organization ID to identify the organization. Required for all API requests when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_SALES_ORDER_TEMPLATETool to update the template associated with a sales order. Use when you need to change the PDF template used for an existing sales order.
Input parameters
Unique identifier of the sales order template
Unique identifier of the sales order
The unique identifier of the organization. Required for all Zoho Books API requests.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_USERTool to update an existing user in Zoho Books. Use when modifying user details like name, email, or role.
Input parameters
Updated full name of the user. Must not be empty.
Updated email address of the user.
Role ID to assign to the user. Obtain valid role IDs by calling the ZOHO_BOOKS_LIST_USERS action and checking the 'role_id' field of existing users. Format: numeric string (e.g., '8387815000000000619').
Unique identifier of the user to update. Format: numeric string (e.g., '8387815000000093001'). Obtain this by calling the ZOHO_BOOKS_LIST_USERS action.
Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action. Format: numeric string (e.g., '913373484').
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_UPDATE_VENDOR_PAYMENT_REFUNDTool to update a vendor payment refund in Zoho Books. Use when you need to modify an existing refund's details such as amount, date, or reference information.
Input parameters
Date of the refund in YYYY-MM-DD format.
The refund amount.
Unique identifier of the vendor payment.
Details about the refund.
Method of refund (e.g., Cash, Check, Bank Transfer). Maximum 50 characters.
Currency conversion rate. Defaults to 1 if not provided.
ID of the organization. Required for users belonging to multiple organizations.
Reference identifier for the refund. Maximum 100 characters.
Unique identifier of the vendor payment refund to update.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_VOID_INVOICETool to mark an invoice as Void. Use when you need to void an existing invoice after reviewing any outstanding payments.
Input parameters
Unique identifier of the invoice to void
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BOOKS_WRITE_OFF_INVOICETool to write off an invoice. Use when an invoice amount is not expected to be recovered and should be treated as bad debt.
Input parameters
Unique identifier of the invoice to write off
ID of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 97 agents privately built on Nagent that already use Zoho Books.
Build on Nagent
Connect Zoho Books to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Zoho Books, and click "Connect Now." You'll authenticate with OAuth — Nagent handles credential storage and refresh automatically. Once connected, Zoho Books is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Zoho Books is connected, you configure its 265 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Zoho Books steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Zoho Books event fires, the agent kicks off automatically.
Every Zoho Books action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Zoho Books ships with 265 pre-built accounting actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Zoho Books together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Zoho Books-based workflows tailored to your business.