Implemented

Accounting, billing & payments

Zoho Books

Read and write Zoho Books contacts, items, draft invoices, estimates, sales and purchase orders, bills, credit notes, recorded customer payments, accounts and journals.

Synchronise sales, purchasing, receivables and the general ledger in Zoho Books with CRM, commerce and operations systems in any Zoho data centre.

Build a flow with Zoho Books Provider API documentation

Source actions

Destination actions

Data types

Validation status

Implemented · fixture tested.

Implementation is checked against provider-shaped fixtures for every action, authentication failures, rate limits, pagination and duplicate safety. Provider sandbox and authorised account validation are recorded separately when credential-backed runs are completed.

What you can map

accounts

Create account
Destination
Not retried automatically
Approval before production
Creates a account in Zoho Books.
accounts.create
Get account
Source
One account by ID with full detail.
accounts.get
List chart of accounts
Source
Incremental
Chart of accounts in the organization, optionally modified after a timestamp.
accounts.list
Update account
Destination
Provider duplicate protection
Approval before production
Updates supplied account fields. Supplying line items replaces them.
accounts.update

bank transactions

Get bank transaction
Source
One bank transaction by ID with full detail.
bank_transactions.get
List bank transactions
Source
Bank transactions in the organization.
bank_transactions.list

bills

Create bill
Destination
Not retried automatically
Approval before production
Records a vendor bill as unpaid. Paying bills is not automated.
bills.create
Get bill
Source
One bill by ID with full detail.
bills.get
List bills
Source
Incremental
Bills in the organization, optionally modified after a timestamp.
bills.list
Update bill
Destination
Provider duplicate protection
Approval before production
Updates supplied bill fields. Supplying line items replaces them.
bills.update

contacts

Create contact
Destination
Not retried automatically
Approval before production
Creates a contact in Zoho Books.
contacts.create
Get contact
Source
One contact by ID with full detail.
contacts.get
List contacts
Source
Contacts in the organization.
contacts.list
Update contact
Destination
Provider duplicate protection
Approval before production
Updates supplied contact fields. Supplying line items replaces them.
contacts.update

credit notes

Create credit note
Destination
Not retried automatically
Approval before production
Creates a Draft credit note. Refunds are not automated.
credit_notes.create
Get credit note
Source
One credit note by ID with full detail.
credit_notes.get
List credit notes
Source
Incremental
Credit notes in the organization, optionally modified after a timestamp.
credit_notes.list
Update credit note
Destination
Provider duplicate protection
Approval before production
Updates supplied credit note fields. Supplying line items replaces them.
credit_notes.update

customer payments

Create customer payment
Destination
Not retried automatically
Approval before production
Records a payment already received and applies it to invoices (bookkeeping only; no money moves).
customer_payments.create
Get customer payment
Source
One customer payment by ID with full detail.
customer_payments.get
List customer payments
Source
Customer payments in the organization.
customer_payments.list

estimates

Create estimate
Destination
Not retried automatically
Approval before production
Creates a Draft estimate (send=false; nothing is emailed).
estimates.create
Get estimate
Source
One estimate by ID with full detail.
estimates.get
List estimates
Source
Incremental
Estimates in the organization, optionally modified after a timestamp.
estimates.list
Update estimate
Destination
Provider duplicate protection
Approval before production
Updates supplied estimate fields. Supplying line items replaces them.
estimates.update

invoices

Create invoice
Destination
Not retried automatically
Approval before production
Creates a Draft invoice with line items (send=false; nothing is emailed).
invoices.create
Get invoice
Source
One invoice by ID with full detail.
invoices.get
List invoices
Source
Incremental
Invoices in the organization, optionally modified after a timestamp.
invoices.list
Update invoice
Destination
Provider duplicate protection
Approval before production
Updates supplied invoice fields. Supplying line items replaces them.
invoices.update

items

Create item
Destination
Not retried automatically
Approval before production
Creates a item in Zoho Books.
items.create
Get item
Source
One item by ID with full detail.
items.get
List items
Source
Items in the organization.
items.list
Update item
Destination
Provider duplicate protection
Approval before production
Updates supplied item fields. Supplying line items replaces them.
items.update

journals

Create journal
Destination
Not retried automatically
Approval before production
Creates a draft manual journal with balanced debit and credit lines.
journals.create
Get journal
Source
One journal by ID with full detail.
journals.get
List journals
Source
Incremental
Journals in the organization, optionally modified after a timestamp.
journals.list
Update journal
Destination
Provider duplicate protection
Approval before production
Updates supplied journal fields. Supplying line items replaces them.
journals.update

organizations

List organizations
Source
Organizations the authorised user can access, with their organization IDs.
organizations.list

purchase orders

Create purchase order
Destination
Not retried automatically
Approval before production
Creates a purchase order (not emailed to the vendor).
purchase_orders.create
Get purchase order
Source
One purchase order by ID with full detail.
purchase_orders.get
List purchase orders
Source
Incremental
Purchase orders in the organization, optionally modified after a timestamp.
purchase_orders.list
Update purchase order
Destination
Provider duplicate protection
Approval before production
Updates supplied purchase order fields. Supplying line items replaces them.
purchase_orders.update

sales orders

Create sales order
Destination
Not retried automatically
Approval before production
Creates a sales order in Zoho Books.
sales_orders.create
Get sales order
Source
One sales order by ID with full detail.
sales_orders.get
List sales orders
Source
Incremental
Sales orders in the organization, optionally modified after a timestamp.
sales_orders.list
Update sales order
Destination
Provider duplicate protection
Approval before production
Updates supplied sales order fields. Supplying line items replaces them.
sales_orders.update

taxes

Get tax
Source
One tax by ID with full detail.
taxes.get
List taxes
Source
Taxes in the organization.
taxes.list

vendor payments

Get vendor payment
Source
One vendor payment by ID with full detail.
vendor_payments.get
List vendor payments
Source
Incremental
Vendor payments in the organization, optionally modified after a timestamp.
vendor_payments.list

Authentication

Zoho OAuth client with an offline refresh token

Plans and access

All Zoho Books plans; daily API limits are 1,000 (Free), 2,000 (Standard), 5,000 (Professional) and 10,000 (Premium and above). Sales and purchase orders need plans that include them. Calls act as the user who authorised the OAuth client and follow that user's role in the organization.

Test environment

Use a Zoho Books trial or free organization for testing.

Rate limits

100 requests per minute per organization, a daily allowance by plan (1,000 to 10,000) and 5 (Free) or 10 concurrent calls; HTTP 429 when exceeded.

Pagination

page and per_page (max 200) with page_context.has_more_page.

Provider events

Workflow-rule webhooks configured in Zoho Books settings (not registered through the API). Nexra event triggers are not yet available; flows run on demand or on a schedule.

Before you build a flow

Invoices and estimates are created with send=false, so they stay in Draft; emailing, marking as sent, voiding and approvals are not automated.
Journals are created as drafts; publishing them is left to Zoho Books users.
Customer payments record money already received and apply it to invoices; vendor payments are read only, and Nexra never pays bills or moves funds.
last_modified_time filters are documented for invoices, estimates, sales orders, purchase orders, bills, credit notes, vendor payments, accounts and journals only; contacts, items, customer payments, bank transactions and taxes have no incremental filter.
Updates send only supplied fields with PUT; supplying line items replaces all lines. Some Zoho editions require customer_id and line_items on every invoice update.
Custom fields are written as { customfield_id, value } (or { index, value } on contacts and bills) as documented per module.
Deletes, voids, refunds, bank transaction categorisation and recurring profiles are not automated.
Zoho Books has no idempotency key; uncertain creates are not repeated automatically.

Developer reference

Create the Zoho Corporation credentials described above with the narrowest permissions your flows need.
In Nexra, open Connect, then Connections, then New connection, choose Zoho Books, enter its settings and credentials, and tick only the write actions you need. Connection guide
Test the connection, then use its actions as flow sources and destinations. Flow guide

Zoho Corporation docsAPI reference Zoho Corporation docsAuthentication Zoho Corporation docsRate limits Zoho Corporation docsWebhooks

Machine-readable detail: GET /api/public/connect/connectors/zoho-books and the Connections API.