Zoho Books Integrations

Get started free

Zoho Books Integrations

Access to paid version right from Latenode account

Same price

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.

90% cheaper than competitors. How we count

300+ apps

100+ AIย models in one subscription

AI code writing assistant

Explore other apps

Unlock seamless financial management with the new Zoho Books integration on Latenode! Now, you can effortlessly automate your accounting tasks and streamline your invoicing process without writing a single line of code. Experience the power of no-code solutions to enhance your business operations and make data management a breeze!

  • No credit card required
  • No time limit on Free plan

Zoho Books

Connect Zoho Books with any app

We are constantly expanding our platform by adding new app integrations (check our updates timeline).

If you need an app integration that is not available, you can request it in three ways below:

App Categories

Sort by

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Vapi

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

Fibery

We're working on a page about this integration, but you can try it on Latenode right now โ€” just Sign up and Start for Free!

See what Zoho Books can do in your workflows

Triggers set your workflows in motion, and actions bring results. Connect apps in endless ways and explore new possibilities with every integration.

What is Zoho Books?

What is Zoho Books

Zoho Books is a cloud-based accounting software designed for small to medium-sized businesses. It handles invoicing, expense tracking, bank reconciliation, inventory management, and financial reporting. It allows businesses to manage their finances, automate tasks, and gain insights into their financial performance to make data-driven decisions and maintain compliance.

Integrating Zoho Books with Latenode enables powerful automation scenarios. Trigger workflows based on new invoices, updated customer details, or payment receipts. Automate notifications, update other systems, or generate reports based on your Zoho Books data. Latenode's visual builder, combined with direct API access and AI integration, offers flexibility beyond standard integrations, with cost-effective execution.

What are Zoho Books Integrations?

What are Zoho Books Integrations For?

Zoho Books integrations automate accounting tasks. Connect it to sales, marketing, and support platforms. This eliminates manual data entry. It also improves financial reporting. Automate invoice creation and payment reminders. You can also synchronize customer data across systems. This ensures data consistency and accuracy. Linking Zoho Books saves time and reduces errors.

Automating Zoho Books via Latenode centralizes key financial processes. It also offers advanced customization. Latenode handles complex tasks without code. It connects Zoho Books to various apps. The visual builder simplifies workflow design. It creates custom solutions quickly. Latenode provides greater flexibility. Automate tasks based on real-time data. This platform adapts to unique business needs.

  • E-commerce: Automatically create invoices in Zoho Books. Do this whenever a new order occurs in Shopify.
  • Customer Support: Generate a new invoice in Zoho Books for billable support hours. Then, update the related customer record in your CRM.
  • Marketing: Trigger personalized email campaigns for customers. Do this when an invoice is paid in Zoho Books.

Latenode excels where other platforms fall short. You get features like async flows and unlimited branching. Use built-in AI tools to analyze financial data. Extend functionalities with JavaScript or NPM modules. Latenode's affordable pricing and expert support are advantages. It supports self-hosting and provides community templates. This makes complex integrations easier.

How to Use Zoho Books Integrations

Zoho Books integrations allow you to automate accounting tasks. This includes creating invoices or updating records inside Latenode workflows. Connect Zoho Books with other apps. Trigger actions based on accounting events. Send data to and from Zoho Books.

Here's How to Use Zoho Books integration in Latenode:

  • Add Zoho Books node: Find it in the integrations library and add it.
  • Connect your account: Use your Zoho Books credentials to establish a link.
  • Select an action: Choose what you want to do (e.g., create invoice).
  • Map your fields: Connect your data to the correct Zoho Books fields.

These steps allow you to build complex workflows across departments. Sync data from sales to accounting. Create invoices from CRM deals. Send payment reminders based on triggers. Update your general ledger with data. Post financial data to other systems.

  • Faster Accounting: Automate routine tasks.
  • Data Consistency: Ensure accurate financial records across systems.
  • Better Reporting: Combine accounting data with other business metrics.
  • E-commerce: When Shopify orders are placed, automatically create corresponding invoices in Zoho Books. This helps manage sales records.
  • Customer Support: When a new ticket is created in Freshdesk, create a customer record in Zoho Books. Ensure financial info is linked.
  • Marketing: Add new Mailchimp subscribers as contacts in Zoho Books. This can link marketing efforts with potential revenue.
  • Finance: Post successful Stripe payments to Zoho Books as invoices. Track revenue directly in your accounting system automatically.
  • Sales: When a deal closes in Zoho CRM, create a corresponding invoice in Zoho Books. This helps accelerate billing cycles.

Best integrations for Zoho Books

Best integrations for Zoho Books 2025

Want to extend Zoho Books? These integrations add automation, insights, and custom workflows.

Google Sheets

Connect Zoho Books to Google Sheets for custom reports. Combine accounting data with marketing or sales metrics. Update spreadsheets in real time based on payments or invoices. Automate data backups or audits for compliance needs. Generate custom financial dashboards from accounting records.

Slack

Get instant Slack alerts for new invoices in Zoho Books. Notify sales teams about paid invoices. Send payment reminders directly through Slack channels. Automatically post transaction summaries for transparency. Keep all teams informed about your cash flow without manual reports.

Stripe

Automate payment reconciliation between Stripe and Zoho Books. Automatically match payments to invoices. Reduce manual data entry and improve accuracy. Track transaction fees and sales taxes. Create workflows that trigger based on successful payments. Get a real-time view of your revenue streams.

HubSpot

Sync customer data between HubSpot and Zoho Books. Automatically create invoices for new deals. Track customer lifetime value using sales and accounting data. Improve sales forecasting with accurate financial data. Keep customer records consistent across sales and finance. Send invoices automatically from deal stages.

Mailchimp

Segment Mailchimp lists based on purchase history from Zoho Books. Target customers with tailored offers. Track the ROI of email campaigns using sales data. Automate follow-up emails based on payment status. Nurture leads with targeted accounting info. Send customer statements by email.

Salesforce

Unify sales and finance data by connecting Zoho Books to Salesforce. Trigger invoice creation when deals close. Track deal profitability with real-time cost data. Improve sales forecasting with accurate revenue projections. Keep customer data synchronized between platforms. Manage quotes and orders more effectively.

Airtable

Use Airtable to manage custom data related to Zoho Books. Build custom dashboards and visualizations. Track project budgets against actual costs. Automate data entry using web forms. Manage inventory and track expenses. Create custom reports to share with stakeholders.

Twilio

Send SMS payment reminders via Twilio using Zoho Books data. Automate invoice notifications by text message. Confirm payments and order status via SMS. Improve customer service by providing real-time updates. Get instant alerts about overdue invoices. Send promotional offers to customers by text.

Google Calendar

Automatically create calendar events for payment deadlines. Schedule reminders for invoice due dates. Share calendar events with clients for payment visibility. Keep track of important financial deadlines. Manage cash flow and prevent late payments. Plan budgets with visible reminders.

Zoho CRM

Connect Zoho Books to Zoho CRM for total visibility. Track sales performance from lead to revenue. Generate invoices automatically from CRM deals. Keep customer data consistent across sales and accounting. Get a 360-degree view of customer interactions. Improve collaboration between sales and finance teams.

  • HubSpot. When a deal closes, create a new invoice in Zoho Books and update the deal record with the invoice URL.
  • Jotform. Upon form submission, use the data to create a new contact or update an existing one in Zoho Books.
  • Slack. Post Zoho Books invoice updates to a dedicated channel for immediate team awareness.
  • Google Sheets. Automatically update a Google Sheets spreadsheet with Zoho Books sales data for reporting.
  • Mailchimp. When a new customer is added in Zoho Books, automatically subscribe them to a Mailchimp list.
  • Calendly. After a meeting is booked, create a new invoice in Zoho Books associated with the attendee.
  • ClickUp. Create tasks for each new invoice in Zoho Books, assigning responsibility and setting due dates.
  • Zoho CRM. Sync new or updated contacts from Zoho CRM to Zoho Books, ensuring data consistency across platforms.

FAQ for Zoho Books

What is Zoho Books used for?

Zoho Books is online accounting software designed to manage your finances and keep your business compliant. You can track sales, expenses, and generate reports, all in one central location.

How can I automate Zoho Books tasks?

Zoho Books can be automated using Latenode. With Latenode's visual platform, you can integrate Zoho Books with other apps and create custom workflows to streamline tasks like invoice creation or payment reminders.

Where can I find my Zoho Books reports?

You can access your reports by navigating to the "Reports" section in the left-hand menu of Zoho Books. There, you'll find various financial reports such as profit & loss statements and balance sheets.

Reviews

Discover User Insights and Expert Opinions on Automation Tools ๐Ÿš€

Francisco de Paula S.
Web Developer Market Research
February 8, 2025

"Limitless automation integrations no matter what your use case. The AI javascript code generator node is a life saver, if you get to a pont in the automation the a tool or node is not yet created to interact with latenode, the AI node can make the interaction have by writing the code thats needed for the interaction with the specific tool, just describe what you need and the AI will make it happen, the more detailed explanation you give the best response you will get."

โ€

Charles S.
Founder Small-Business
January 3, 2025

"My new best kept secret! My favorite things about LateNode are the user interface and the code editor. Trust me, being able to write "some" of your own code makes a huge difference when you're trying to build automations quickly. It took me less than half the time and less frustration, to build an automation I tried to build in Make and n8n. Honestly, the code editor and the user interface are the best parts of using LateNode. If you want to build automations fast, write some of your own code. I tried building the same automation in Make and n8n and it took twice as long and was a lot more frustrating"

Sophia E.
Automation Specialist

Latenode is a cheaper but powerful alternative to the usual AI automation tools. Itโ€™s easy to use, even for beginners, thanks to its simple and intuitive interface. I only know the basics of Java, C++, and C, so when I saw the JavaScript option, I felt a bit nervous. Thankfully, the AI Copilot made everything much easier by guiding me step by step. Iโ€™ve spent weeks learning about Latenode on YouTube because it really caught my interest. Compared to other AI tools, I think this one is the better choice. Although Latenode is still new and in development, it has great potential to become the best tool on the market in the future.

Germaine H.
Founder Information Technology
December 21, 2024

What I liked most about Latenode compared to the competition is that I did have the ability to write code and create custom nodes. Most other platforms are strictly no-code, which for me really limited what I could create with my scenarios. I also liked the AI function to assist with writing code. It has been years since I wrote anything besides a simple script, so it was good to have some assistance within the platform when needed.

Islam B.
CEO Computer Software
December 15, 2024

AI Nodes are amazing. You can use it without having API keys, it uses Latenode credit to call the AI models which makes it super easy to use. - Latenode custom GPT is very helpful especially with node configuration

Long N.
CEO, Software
October 25, 2024

I love this app! Completely perfect trial, I hope you guy can grow more. I love how they support users, in my case, there is a bug that make my own logics didn't work, but they support ASAP, fix the bug very soon, I want this app to grow!

โ€

Petar V.
CEO, Computer Software
October 25, 2024

Best low code tool on market!! I am just starting my journey deeper but for time now this tool is excellent and it is far most better then make.com. I especially like the ease of use and the fact that for Google services, there's no need to manually go to the API or the Google console to look for the Client ID and similar things. For now evertyhing is perfectly fitted to my needs

โ€

John T.
Marketing and Advertising, Self-employed
May 31, 2024

Affordable Automation with Robust Features โ€“ I've been using Latenode for over a month now, and I already prefer it over more popular options like Zapier, Pabbly, or Make. The biggest advantage of Latenode is its significantly lower automation costs, all while maintaining the same robust features. The only downside is the limited integrations, but that's understandable given that it's a newer player in the market. Overall, Latenode offers excellent value and has quickly become my go-to for automation needs. Significantly lower automation costs compared to Zapier, Pabbly, and Make Maintains the same robust features as more popular platforms Excellent value for money. Limited integrations due to being a newer player in the market

โ€

Hemanth Kumar B.
Automation Expert
July 25, 2024

Relaible alternative to Zapier and Make with Extended Functionality -JS Node, Headless Browser, AI Assistant. Ease of use and Support Quality

โ€

Hoang T.
Education Management
September 5, 2024

Latenode and their support team have been great and responsive in providing my team with support in creating a workflow where our data from Google Sheet Form Submissions will take the users that submitted the form and then use our OpenAI API to create newsletters to send to them. Latenode's price point and use of credits through execution time allows it to be a cheaper alternative to Zapier or Make. Drag and drop modules give it a familiar experience when compared to its competitors and get the same job done at a cost-effective price.

โ€

Livia F.
Owner and Developer Computer Software
November 8, 2024

I am being able to reduce the time of building my backend and still have low costs. The other platforms are way more expensive. And its always easier to measure the expenses of a scenario with ย Latenode. The customer suppost always respond super fast.

Christian Jade Yap Samson
@ChristianJade
April 6, 2024

You must try it! ๐Ÿ”ฅ I've been blown away by Latenode's ease of use and affordability. As someone who's currently testing it out, I can honestly say it's exceeded my expectations at every turn. The platform itself is incredibly intuitive. They've struck a perfect balance between no-code and low-code functionality, making it accessible for beginners but powerful enough for complex automations. The best part? During my testing phase, I haven't encountered a single error. Everything has run smoothly and exactly as intended. Latenode is a game-changer for anyone looking to streamline their workflows without breaking the bank. It's a must-try for anyone looking to boost their productivity.

Hoang
@Hoang
September 6, 2024

Latenode, awesome support from the team and automation ๐Ÿš€ Latenode and their support team have been great and responsive in providing my team with support in creating a workflow where our data from Google Sheet Form Submissions will take the users that submitted the form and then use our OpenAI API to create newsletters to send to them. Their price point and use of credits through execution time allows it to be a cheaper alternative to Zapier or Make. Drag and drop modules give it a familiar experience when compared to its competitors and get the same job done at a cost-effective price.

Leland Best
@Leland_Best
April 1, 2024

Finally found what I was looking for...Even before seeing what was under the hood and meeting face to face with Daniel (CMO), I was already impressed with the business model compared to the others. As someone who's been marketing software products for over 2 decades, and a user of all things automation (to some extent or another) such as Zapier, Pabbly, n8n, and Active Pieces; I felt compelled to go right for a partnership deal with these guys. It was kind of a no-brainer. Looking forward to building some incredible automations for businesses around the world with this team.

Celiker Atak
@Celiker_Atak
April 15, 2024

Latenode is a powerful automation tool. Zapier is a powerful automation tool that can help businesses of all sizes save time and money. It's easy to use, even for those with no coding experience, and it can connect hundreds of different apps and services. However, it can be expensive for some users, and it can be difficult to troubleshoot when things go wrong.The best part of the application is that it is a cheaper system compared to other platforms ๐Ÿ”ฅ

Wael Esmair
@Wael_Esmair
March 21, 2024

Latenode is an extremely impressive product! Latenode's support for custom code has allowed us to tailor automation solutions precisely to our (and our clients) needs. The platform is super flexible and we are very excited to see what other non-typical use cases we can implement using their product. Support is very helpful and it's nice to know that we have a whole community to lean on.

Ryan
@Ryan
April 29, 2024

Latenode A Great Choice For Low Code. I have been working with Latenode for about 5 months moving some flows from other services. The move has been great and the team is very responsive when help was needed to learn the new system. Their pricing is better than I have seen anywhere else ๐Ÿ”ฅ

Hammad Hafeez
@HammadHafeez
July 10, 2024

Latenode is Hero ๐Ÿš€ Latenode blows away the competition with its unbeatable services: 99% uptime automations, affordable pricing saves me money, and the user-friendly interface keeps things running smooth plus for complex tasks, I can add custom code and headless browser automation. Forget Zapier, Latenode is my new workflow automation!

Srivamshi
@Srivamshi
April 29, 2024

Latenode = budget-friendly automation hero. Does everything I need, simple interface, great value. Ditch the expensive options! ๐Ÿ˜€

Doug
@Doug
March 6, 2024

Beginning of Great Things. They're new, but doing an excellent job providing a very serious alternative to their competition. As a beginner, Latenodes documentation, templates and affiliate connections are all helpful to get your flow ideas started. Very friendly to communicate with and looking forward to their success ๐Ÿš€

Stockton F.
@stockton_fisher
March 11, 2024

I honestly love how Latenode has approached automation. The "low-code" approach is perfect for my needs. I'm not a developer, but with the help of their AI helper I can get cool stuff done very quickly! For most of the time, the beautiful drag-n-drop canvas gets the job done very efficiently. I also love their method of creating your own "connectors" using nodules. Makes it very easy to re-use custom connection nodes in other scenarios. The pricing also makes a lot of sense if you're doing "less" but "longer running" processes.

โ€

Sri Vamshi
April 29, 2024

Latenode is a hidden gem! If you use Zapier for automation, check this out. Super similar features but way, WAY more affordable. The free plan is generous, and it's easy to set up workflows even if you're not tech-savvy. Perfect for small businesses or anyone wanting to simplify their life with automation on a budget. Highly recommend!

โ€

Mike Kirshtein
Founder & Leadership at Audax Group
March 5, 2024

Latenode has replaced Zapier and Makeโšก๏ธ Our business requires us to send lots of webhooks every day and we need a reliable service that's easy on the pockets and that's Latenode.

Mohamad Eldeeb
@mohamad_eldeeb
April 10, 2024

Really good solution to automate anything with any API ! Nice integration of AI.

โ€

Loรฏc Pipoz
@LoรฏcPipoz
February 23, 2024

Really good solution to automate anything with any API ! Nice integration of AI. Would love if launching service on AWS EU !! ๐Ÿ”ฅ

โ€

Chandresh Yadav
@ChandreshYadav
July 7, 2024

Works fine cheaper then Zapier! ๐Ÿ’ธ

โ€

Nabil Narin
@NabilNarin
July 6, 2024

Latenode overall are great! ๐Ÿš€ Its great to see latenode because it offers cheaper price and also the platform are easy to navigate and not to steep for learning but maybe the documentation should be updated. everything else are perfect!

โ€

Carlos Jimenez
@CarlosJimenez
August 28, 2024

Best automation tool for the price. The price model is excellent for complex automation. The integrations are dev friendly and the Code optiones are a life saver. I think this software is a incredible product with an awesome future ๐Ÿš€

โ€

Zoho Books integrations: Where they work best and how to use them

  • E-commerce: When Shopify orders are placed, automatically create corresponding invoices in Zoho Books. This helps manage sales records.
  • Customer Support: When a new ticket is created in Freshdesk, create a customer record in Zoho Books. Ensure financial info is linked.
  • Marketing: Add new Mailchimp subscribers as contacts in Zoho Books. This can link marketing efforts with potential revenue.
  • Finance: Post successful Stripe payments to Zoho Books as invoices. Track revenue directly in your accounting system automatically.
  • Sales: When a deal closes in Zoho CRM, create a corresponding invoice in Zoho Books. This helps accelerate billing cycles.

Top 8 Zoho Books integrations for 2025

  • HubSpot. When a deal closes, create a new invoice in Zoho Books and update the deal record with the invoice URL.
  • Jotform. Upon form submission, use the data to create a new contact or update an existing one in Zoho Books.
  • Slack. Post Zoho Books invoice updates to a dedicated channel for immediate team awareness.
  • Google Sheets. Automatically update a Google Sheets spreadsheet with Zoho Books sales data for reporting.
  • Mailchimp. When a new customer is added in Zoho Books, automatically subscribe them to a Mailchimp list.
  • Calendly. After a meeting is booked, create a new invoice in Zoho Books associated with the attendee.
  • ClickUp. Create tasks for each new invoice in Zoho Books, assigning responsibility and setting due dates.
  • Zoho CRM. Sync new or updated contacts from Zoho CRM to Zoho Books, ensuring data consistency across platforms.

FAQ about Zoho Books

What is Zoho Books used for?

Zoho Books is online accounting software designed to manage your finances and keep your business compliant. You can track sales, expenses, and generate reports, all in one central location.

How can I automate Zoho Books tasks?

Zoho Books can be automated using Latenode. With Latenode's visual platform, you can integrate Zoho Books with other apps and create custom workflows to streamline tasks like invoice creation or payment reminders.

Where can I find my Zoho Books reports?

You can access your reports by navigating to the "Reports" section in the left-hand menu of Zoho Books. There, you'll find various financial reports such as profit & loss statements and balance sheets.