Zoho Books
Zoho Books accounting events into workflows
Zoho Books is the accounting product in Zoho's suite, popular with SMBs for affordability and tight integration with the rest of the Zoho stack. Three triggers cover the events finance teams care about: Invoice Created (a new invoice generated, often the moment downstream notification workflows should fire), Payment Received (cash in, revenue recognition trigger), Expense Created (a new expense logged, auditing or approval workflow trigger). Five actions cover the operational surface: Create Invoice, Create Expense, Create Contact (a customer or vendor record), List Invoices, List Contacts. The integration uses Zoho's OAuth, region-detected on connect. Common patterns: a Stripe Payment Succeeded creates the matching Zoho Books invoice and marks it paid in the same workflow, keeping the books reconciled without manual entry; or an Expense Created fires an approval workflow that pings the manager in Slack and waits for response before pushing the expense to the next state.
Workflows start when Zoho Books does.
3 real-time triggers, each backed by a webhook subscription. Events arrive within seconds and you don't have to set up polling.
Fires when a new expense is recorded in Zoho Books. Use it for approval flows, reimbursement routing, or budget alerting.
Fires when a new invoice is created in Zoho Books. Use to mirror to your CRM, send a custom email, or kick off collections cadences.
Fires when a payment is received against an invoice in Zoho Books. Common use: thank-you message, fulfillment release, or revenue-recognition entry in another system.
Do anything Zoho Books can do, from a workflow.
Every action accepts dynamic inputs from upstream nodes, whether that's an AI output, a form field, or a search result.
| Action | What it does |
|---|---|
| Create Contact | Creates a new customer or vendor contact in Zoho Books with billing and shipping addresses, currency, payment terms, and tax info. Used to sync your CRM/PSA into Books before invoicing. |
| Create Expense | Records a new expense in Zoho Books against a category, paid through account, and optional customer for billing. Used to push card or AP transactions into Books automatically. |
| Create Invoice | Creates a new invoice in Zoho Books with customer, line items, dates, terms, and optional template. Use it for milestone billing, recurring services, or order-to-invoice automation. |
| List Contacts | Lists contacts (customers and vendors) from Zoho Books with their balances and status. Used for AR/AP reports or contact pickers. |
| List Invoices | Lists invoices from Zoho Books with filters for customer, status (draft, sent, paid, overdue), and date. Used for collections, reporting, and warehouse export. |
Pre-built Zoho Books workflows.
Clone any recipe and customize it in one click. Every recipe is fully editable.
Three things worth knowing.
Tiny Command counts a run the moment a trigger fires. Filtering early means only matching events spend your usage budget.
Connect Zoho Books once and every workflow on your account can use its triggers and actions. You don't have to re-auth per workflow.
Every Zoho Books field shows up in the visual picker for downstream nodes. The raw payload is there for power users, optional for everyone else.
Questions about the Zoho Books integration.
If we missed yours, ping support. We usually reply within an hour.
How do I connect Zoho Books to Tiny Command?
What Zoho Books triggers does Tiny Command support?
What Zoho Books actions can I run from a workflow?
Is the Zoho Books integration real-time?
Do I need to write code to use Zoho Books with Tiny Command?
How much does the Zoho Books integration cost?
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Do more with Zoho Books.
Wire it to Slack, Notion, HubSpot, Stripe, or any of the other 438 apps in our catalog. Setup takes roughly two minutes. Free to try, no credit card.
