How to connect Missive and Zoho Books
Create a New Scenario to Connect Missive and Zoho Books
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Missive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Missive or Zoho Books will be your first step. To do this, click "Choose an app," find Missive or Zoho Books, and select the appropriate trigger to start the scenario.

Add the Missive Node
Select the Missive node from the app selection panel on the right.

Missive
Add the Zoho Books Node
Next, click the plus (+) icon on the Missive node, select Zoho Books from the list of available apps, and choose the action you need from the list of nodes within Zoho Books.

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Zoho Books

Authenticate Zoho Books
Now, click the Zoho Books node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Books settings. Authentication allows you to use Zoho Books through Latenode.
Configure the Missive and Zoho Books Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Missive and Zoho Books Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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AI Anthropic Claude 3
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Zoho Books
Trigger on Webhook
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Missive
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Missive, Zoho Books, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Missive and Zoho Books integration works as expected. Depending on your setup, data should flow between Missive and Zoho Books (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Missive and Zoho Books
Zoho Books + Missive + Slack: When a new sales invoice is created in Zoho Books, find the relevant contact in Missive and send a notification to a Slack channel about the new invoice and related customer conversation summary.
Zoho Books + Missive + Google Sheets: When a new sales invoice is created in Zoho Books, find the related contact in Missive and log the invoice details and a summary of the Missive conversation with that contact in a Google Sheet for reporting purposes.
Missive and Zoho Books integration alternatives
About Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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About Zoho Books
Automate Zoho Books tasks inside Latenode. Create invoices, track payments, and manage contacts in response to triggers from other apps. Connect accounting data to your CRM, e-commerce, or marketing platforms with no-code ease. Customize workflows with JavaScript for complex calculations and conditional logic. Pay only for execution time.
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See how Latenode works
FAQ Missive and Zoho Books
How can I connect my Missive account to Zoho Books using Latenode?
To connect your Missive account to Zoho Books on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Missive and click on "Connect".
- Authenticate your Missive and Zoho Books accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zoho Books invoices from Missive messages?
Yes, you can! Latenode's visual editor makes it easy to parse message data and generate invoices. Automate tedious tasks and ensure accurate billing with ease.
What types of tasks can I perform by integrating Missive with Zoho Books?
Integrating Missive with Zoho Books allows you to perform various tasks, including:
- Create new Zoho Books contacts from Missive conversations.
- Log support requests from Missive as tasks in Zoho Books.
- Update invoice status in Zoho Books based on Missive triggers.
- Send payment reminders via Missive based on Zoho Books data.
- Automatically archive Missive conversations when an invoice is paid.
How does Latenode handle complex data transformations between apps?
Latenode lets you use JavaScript code blocks to format data precisely for Zoho Books. Create custom logic for seamless integration.
Are there any limitations to the Missive and Zoho Books integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires understanding of both Missive and Zoho Books APIs.
- Real-time synchronization may be subject to API rate limits of both platforms.
- Custom JavaScript code requires basic programming knowledge for advanced data manipulation.