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Zoho Books

Zoho Books is cloud-based accounting software for managing your accounting tasks and organizing your transactions.

Categories: Accounting

Type: zohoBooks/v1


Connections

Version: 1

OAuth2 Authorization Code

Properties

NameLabelTypeDescriptionRequired
regionRegionSTRING
Options zoho.eu, zoho.com, zoho.com.au, zoho.jp, zoho.in, zohocloud.ca
true
organization_idOrganization IdSTRINGtrue
clientIdClient IdSTRINGtrue
clientSecretClient SecretSTRINGtrue

Actions

Create Contact

Name: createContact

Create a contact.

Properties

NameLabelTypeDescriptionRequired
contact_nameContact NameSTRINGDisplay name of the contact.true
company_nameCompany NameSTRINGCompany name of the contact.false
websiteWebsiteSTRINGWebsite of the contact.false
contact_typeContact TypeSTRING
Options customer, vendor
Contact type of the contact.true
customer_sub_typeCustomer Sub TypeSTRING
Options business, individual
Type of the customer.true
currency_idCurrency IDSTRINGCurrency ID of the customer’s currency.false
billing_addressBilling AddressOBJECT
Properties {STRING(attention), STRING(address), STRING(street2), STRING(state_code), STRING(city), STRING(state), STRING(zip), STRING(country), STRING(fax), STRING(phone)}
Billing address of the contact.false
shipping_addressShipping AddressOBJECT
Properties {STRING(attention), STRING(address), STRING(street2), STRING(state_code), STRING(city), STRING(state), STRING(zip), STRING(country), STRING(fax), STRING(phone)}
Shipping address of the contact.false

Example JSON Structure

{
"label" : "Create Contact",
"name" : "createContact",
"parameters" : {
"contact_name" : "",
"company_name" : "",
"website" : "",
"contact_type" : "",
"customer_sub_type" : "",
"currency_id" : "",
"billing_address" : {
"attention" : "",
"address" : "",
"street2" : "",
"state_code" : "",
"city" : "",
"state" : "",
"zip" : "",
"country" : "",
"fax" : "",
"phone" : ""
},
"shipping_address" : {
"attention" : "",
"address" : "",
"street2" : "",
"state_code" : "",
"city" : "",
"state" : "",
"zip" : "",
"country" : "",
"fax" : "",
"phone" : ""
}
},
"type" : "zohoBooks/v1/createContact"
}

Output

Type: OBJECT

Properties

NameTypeDescription
codeNUMBERZoho Books error code. This will be zero for a success response and non-zero in case of an error.
messageSTRINGMessage for the invoked API.
contactOBJECT
Properties {}
Created contact.

Output Example

{
"code" : 0.0,
"message" : "",
"contact" : { }
}

Create Invoice

Name: createInvoice

Create an invoice for your customer.

Properties

NameLabelTypeDescriptionRequired
customer_idCustomer IDSTRINGID of the customer the invoice has to be created.true
use_custom_invoice_numberUse Custom Invoice NumberBOOLEAN
Options true, false
If true, create custom invoice number, if false, use auto invoice number generation.true
invoice_numberInvoice NumberSTRINGNumber of invoice.true
line_itemsLine ItemsARRAY
Items [{STRING(item_id), NUMBER(quantity)}]
Items in invoice.true
currency_idCurrency IDSTRINGCurrency ID of the customer’s currency.false
dateInvoice DateDATEThe date of the invoice.false
payment_termsPayment TermsINTEGERPayment terms in days e.g. 15, 30, 60. Invoice due date will be calculated based on this.false

Example JSON Structure

{
"label" : "Create Invoice",
"name" : "createInvoice",
"parameters" : {
"customer_id" : "",
"use_custom_invoice_number" : false,
"invoice_number" : "",
"line_items" : [ {
"item_id" : "",
"quantity" : 0.0
} ],
"currency_id" : "",
"date" : "2021-01-01",
"payment_terms" : 1
},
"type" : "zohoBooks/v1/createInvoice"
}

Output

Type: OBJECT

Properties

NameTypeDescription
codeNUMBERZoho Books error code. This will be zero for a success response and non-zero in case of an error.
messageSTRINGMessage for the invoked API.
invoiceOBJECT
Properties {}
Created invoice.

Output Example

{
"code" : 0.0,
"message" : "",
"invoice" : { }
}

Create Sales Order

Name: createSalesOrder

Create a sales order for your customer.

Properties

NameLabelTypeDescriptionRequired
customer_idCustomer IDSTRINGID of the customer the invoice has to be created.true
use_custom_sales_order_numberUse Custom Sales Order NumberBOOLEAN
Options true, false
If true, create custom sales order number, if false, use auto sales order number generation.true
salesorder_numberSales Order NumberSTRINGNumber of sales order.true
line_itemsLine ItemsARRAY
Items [{STRING(item_id), NUMBER(quantity)}]
Items in invoice.true
currency_idCurrency IDSTRINGCurrency ID of the customer’s currency.false
dateSales Order DateDATEThe date the sales order was created.false
shipment_dateSales Order Shipment DateDATEShipping date of sales order.false
payment_termsPayment TermsINTEGERPayment terms in days e.g. 15, 30, 60. Invoice due date will be calculated based on this.false

Example JSON Structure

{
"label" : "Create Sales Order",
"name" : "createSalesOrder",
"parameters" : {
"customer_id" : "",
"use_custom_sales_order_number" : false,
"salesorder_number" : "",
"line_items" : [ {
"item_id" : "",
"quantity" : 0.0
} ],
"currency_id" : "",
"date" : "2021-01-01",
"shipment_date" : "2021-01-01",
"payment_terms" : 1
},
"type" : "zohoBooks/v1/createSalesOrder"
}

Output

Type: OBJECT

Properties

NameTypeDescription
codeNUMBERZoho Books error code. This will be zero for a success response and non-zero in case of an error.
messageSTRINGMessage for the invoked API.
salesorderOBJECT
Properties {}
Created sales order.

Output Example

{
"code" : 0.0,
"message" : "",
"salesorder" : { }
}