Zoho Books integration
Online accounting software.
What your agents can do with Zoho Books
19 pre-built Zoho Books tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (15)
Update Sales Order
Updates an existing sales order.
Make API Call
Makes an aribitrary call to Zoho Books API.
List Invoices
Lists all invoices.
List Expenses
List all the Expenses.
List Contacts
Lists all contacts given the organization_id.
Get Item
Gets the details of an existing item.
Get Invoice
Gets the details of an invoice.
Delete Contact
Deletes an existing contact.
Create Sales Order
Creates a sales order.
Create Item
Creates a new item.
Create Invoice
Creates an invoice for your customer.
Create Estimate
Creates a new estimate.
And 3 more, available in the tool step browser.
Triggers (4)
New Sales Order
Emit new event when a new sales order is created.
New or Updated Invoice
Emit new event when a new invoice is created or an existing invoice is updated.
New Expense
Emit new event when a new expense is created.
New Customer
Emit new event when a new customer is created.
Set up Zoho Books in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Zoho Books account
In Relevance AI, open Integrations and add Zoho Books. You will be sent to Zoho Books to sign in and approve access, and the connection is stored against your workspace.
Use Zoho Books in an agent
Create a tool, add a Zoho Books tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Zoho Books to work in your agents
Connect Zoho Books alongside 1,800+ other integrations and let your agents run the busywork.