Zoho Books

265 tools available

Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem

accounting

Connect Zoho Books Visit Zoho Books ↗

Connect Zoho Books to Definable to auto-categorise transactions, draft invoices on closed deals, surface cash-flow signals. Personas call Zoho Books's 265 tools directly from chat or scheduled flows. Pair with a finance persona to keep books current and surface what needs human review.

Common workflows with Zoho Books

Auto-categorise

New transaction lands
Agent classifies based on history + memo
Writes the category back

Invoice from event

Triggered by a closed deal
Persona drafts the invoice
Sends with the right terms

Cash-flow digest

Pull this week's ins/outs
Highlight unusual entries
Email a one-pager

Zoho Books actions 265

Every Zoho Books action below is a callable tool any Definable persona can invoke.

Accept Estimate

Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate.

Activate Bank Account

Tool to activate a bank account. Use when you need to reactivate a previously deactivated bank account after confirming its ID.

Add Bill Attachment

Tool to add an attachment to an existing bill in Zoho Books. Use when you need to attach a file to a bill.

Add Bill Comment

Tool to add a comment to a bill in Zoho Books. Use when you need to add notes or comments to an existing bill for tracking or collaboration purposes.

Add Contact Address

Tool to add an additional address to a contact in Zoho Books. Use when you need to add a new shipping, billing, or other address to an existing contact.

Add Invoice Comment

Tool to add a comment to an invoice. Use when you need to attach notes or comments to an existing invoice.

Add Project Comment

Tool to add a comment to a project. Use when you need to attach notes or comments to an existing project for tracking or collaboration purposes.

Add Purchase Order Comment

Tool to add a comment to a purchase order in Zoho Books. Use when you need to add notes or comments to an existing purchase order for tracking or collaboration purposes.

Add Sales Order Comment

Tool to add a comment to a sales order in Zoho Books. Use when you need to add notes or comments to an existing sales order for tracking or collaboration purposes.

Add Vendor Credit Comment

Tool to add a comment to a vendor credit. Use when you need to attach notes or comments to an existing vendor credit for tracking or collaboration purposes.

Apply Credit Note to Invoice

Tool to apply a credit note to one or more invoices in Zoho Books. Use when you need to apply available credit from a credit note to reduce the outstanding balance of invoices.

Apply Credits to Bill

Tool to apply vendor credits to a bill in Zoho Books. Use when you need to apply one or more vendor credits to reduce the outstanding balance of a bill.

Apply Credits to Invoice

Tool to apply credit notes to an invoice in Zoho Books. Use when you need to apply one or more credit notes to reduce the outstanding balance of an invoice.

Bulk Export Invoices PDF

Tool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.

Bulk Print Invoices

Tool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF for printing.

Categorize As Customer Payment Refund

Tool to categorize an uncategorized bank transaction as a customer payment refund. Use when you need to link a bank withdrawal to a refund issued to a customer.

Categorize Uncategorized Transaction

Tool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type and details.

Clone Project

Tool to clone an existing project. Use when duplicating a project with a new name and optional description.

Convert Purchase Order To Bill

Tool to retrieve bill data from purchase orders for conversion. Use when you need to convert one or more purchase orders into a bill.

Create Bank Account

Tool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho Books organization.

Create Bank Transaction

Tool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs. All IDs (from_account_id, to_account_id, customer_id) must belong to the same organization as organization_id.

Create Chart Of Account

Tool to create a new chart of account in Zoho Books. Use when you need to add a new account with account type, code, and other details to the organization's chart of accounts.

Create Contact

Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.

Create Contact Person

Tool to create a new contact person for an existing contact in Zoho Books. Use when adding an individual to a contact record.

Create Currency

Tool to create a new currency for an organization. Use when you need to add a new currency to Zoho Books.

Create Customer Payment Refund

Tool to refund an excess customer payment. Use when a customer has overpaid and needs to receive a refund.

Create Employee

Tool to create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries.

Create Exchange Rate

Tool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id.

Create Expense

Tool to create a new expense in Zoho Books. Use when you need to record business expenses.

Create Invoice From Sales Order

Tool to create an instant invoice from an existing sales order. Use when you need to convert a sales order to an invoice.

Create Item

Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details. Item names must be unique within an organization. If an item with the same name already exists, the API returns code=1001 with message indicating the duplicate. Check the response code to handle this scenario - use LIST_ITEMS to verify if an item exists before creating, or handle code=1001 responses to retrieve/update the existing item instead.

Create Journal

Tool to create a journal entry in Zoho Books. Use when recording manual journal entries with debit and credit line items.

Create Location

Tool to create a new location in Zoho Books. Use when you need to add a new physical or virtual location for inventory management or business operations.

Create Project

Tool to create a project in Zoho Books. Use when you need to create a new project for tracking work and billing.

Create Recurring Bill

Tool to create a recurring bill in Zoho Books. Use when you need to set up automated vendor bills that recur at regular intervals (daily, weekly, monthly, or yearly).

Create Recurring Expense

Tool to create a new recurring expense in Zoho Books. Use when you need to set up automated recurring expenses.

Create Recurring Invoice

Tool to create a recurring invoice. Use when you need to set up automatic invoice generation on a regular schedule.

Create Reporting Tag

Tool to create a new reporting tag in Zoho Books. Use when you need to create custom tags for categorizing transactions, customers, or other entities for reporting purposes.

Create Bank Account Rule

Tool to create a rule for automatic transaction categorization. Use when you need to set up automatic categorization for deposits/withdrawals (bank accounts) or refunds/charges (credit card accounts) based on transaction criteria like amount, description, or payee.

Create Sales Receipt

Tool to create a sales receipt in Zoho Books. Use when you need to record a payment received from a customer along with line items for goods or services sold.

Create Time Entry

Tool to create a new time entry for a project task. Use when you need to log time spent by a user on a specific task.

Create User

Tool to create a new user in Zoho Books. Use when inviting a team member to your organization.

Create Vendor Credit

Tool to create a vendor credit in Zoho Books. Use when you need to record a credit from a vendor.

Create Vendor Payment

Tool to create a vendor payment in Zoho Books. Use when you need to record a payment made to a vendor, either for specific bills or as a general payment.

Deactivate Bank Account

Tool to deactivate a bank account. Use when you need to mark an existing bank account as inactive after confirming its ID.

Delete Bank Account

Tool to delete a bank account from your organization. Use when you need to remove an existing bank account after confirming its ID.

Delete Bank Transaction

Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.

Delete Bill

Tool to delete a specific bill. Use when you need to remove an existing bill after confirming its ID.

Delete Bill Attachment

Tool to delete an attachment from a specific bill. Use when you need to remove an attached document from an existing bill.

Delete Bill Comment

Tool to delete a comment from a bill. Use when you need to remove a specific comment after confirming both the bill ID and comment ID.

Delete Bill Payment

Tool to delete a specific bill payment. Use when you need to remove a payment record from a bill after confirming both the bill ID and payment ID.

Delete Bulk Customer Payments

Tool to bulk delete multiple customer payments. Use when you need to remove multiple customer payment records at once.

Delete Bulk Vendor Payments

Tool to bulk delete multiple vendor payments. Use when you need to remove multiple vendor payment records at once.

Delete Chart of Account

Tool to delete a specific chart of account. Use when you need to remove an existing account after confirming its ID.

Delete Chart Of Account Transaction

Tool to delete a chart of account transaction. Use when you need to remove an existing transaction after confirming its ID.

Delete Contact

Tool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID.

Delete Contact Address

Tool to delete an additional address from a contact. Use when you need to remove a specific address entry from a contact's address list.

Delete Contact Person

Tool to delete a specific contact person. Use when you need to remove a contact person from a contact after confirming their ID.

Delete Credit Note

Tool to delete a specific credit note. Use when you need to remove an existing credit note after confirming its ID.

Delete Credit Note Comment

Tool to delete a comment from a credit note. Use when you need to remove a specific comment from a credit note after confirming both IDs.

Delete Credit Note Refund

Tool to delete a specific credit note refund. Use when you need to remove a refund entry from a credit note.

Delete Currency

Tool to delete a specific currency from organization settings. Use when you need to remove an unused currency after confirming it has no associated transactions.

Delete Customer Payment

Tool to delete a customer payment. Use when you need to remove an existing payment record after confirming its ID.

Delete Customer Payment Refund

Tool to delete a specific customer payment refund. Use when you need to remove an existing refund after confirming its ID.

Delete Employee

Tool to delete a specific employee. Use when you need to remove an existing employee after confirming its ID.

Delete Estimate

Tool to delete a specific estimate. Use when you need to remove an existing estimate after confirming its ID.

Delete Exchange Rate

Tool to delete an exchange rate for a currency. Use when you need to remove an existing exchange rate after confirming the currency_id and exchange_rate_id.

Delete Expense

Tool to delete a specific expense. Use when you need to remove an existing expense after confirming its ID.

Delete Expense Receipt

Tool to delete a receipt from an expense. Use when you need to remove an attached receipt from an existing expense after confirming its ID.

Delete Invoice

Tool to delete a specific invoice. Use when you need to remove an existing invoice after confirming its ID.

Delete Invoice Attachment

Tool to delete the last attached attachment from an invoice. Use when you need to remove the most recently attached file from a specific invoice.

Delete Invoice Comment

Tool to delete a comment from an invoice. Use when you need to remove a specific comment from an invoice.

Delete Invoice Document

Tool to delete a document/attachment from a specific invoice. Use when you need to remove an invoice attachment after confirming it is no longer needed.

Delete Invoice Payment

Tool to delete a payment applied to an invoice. Use when you need to remove a payment record from a specific invoice.

Delete Item

Tool to delete a specific item. Use when you need to remove an unused item after confirming it has no linked transactions.

Delete Journal Comment V4

Tool to delete a journal comment using Zoho Books API v4 (Beta). Use when you need to remove an existing comment from a journal after confirming both the journal ID and comment ID.

Delete Journal Document

Tool to delete a document/attachment from a journal entry. Use when you need to remove an existing attachment from a journal.

Delete Journals

Tool to delete multiple journal entries in one request. Use when you need to remove multiple journals after confirming their IDs.

Delete Journal (v4 Beta)

Tool to delete a journal using the v4 Beta API. Use when you need to remove an existing journal after confirming its ID.

Delete Location

Tool to delete a specific location. Use when you need to remove a location from the organization.

Delete Project Comment (v4 Beta)

Tool to delete a project comment using v4 Beta API. Use when you need to remove an existing comment from a project after confirming its ID.

Delete Project Task

Tool to delete a project task. Use when you need to remove a task from a project after confirming both project ID and task ID.

Delete Project V4

Tool to delete a specific project using v4 Beta API. Use when you need to remove an existing project after confirming its ID.

Delete Purchase Order

Tool to delete a specific purchase order. Use when you need to remove an existing purchase order after confirming its ID.

Delete Purchase Order Attachment

Tool to delete an attachment from a purchase order. Use when you need to remove a file attached to a purchase order after confirming the purchase order ID.

Delete Purchase Order Comment

Tool to delete a comment from a purchase order. Use when you need to remove an existing comment after confirming its ID.

Delete Recurring Bill

Tool to delete a recurring bill. Use when you need to remove an existing recurring bill after confirming its ID.

Delete Recurring Invoice

Tool to delete a recurring invoice. Use when you need to remove an existing recurring invoice after confirming its ID.

Delete Bank Account Rule

Tool to delete a bank account rule from your account. Use when you need to remove a rule and make it no longer applicable on transactions.

Delete Sales Order Comment

Tool to delete a comment from a sales order. Use when you need to remove a specific comment from a sales order.

Delete Sales Receipt

Tool to delete a specific sales receipt. Use when you need to remove an existing sales receipt after confirming its ID.

Delete Time Entry

Tool to delete a specific time entry from a project. Use when you need to remove an existing time entry after confirming its ID.

Delete Vendor Credit

Tool to delete a specific vendor credit. Use when you need to remove an existing vendor credit after confirming its ID.

Delete Vendor Credit Refund

Tool to delete a vendor credit refund. Use when you need to remove a refund associated with a vendor credit.

Delete Vendor Payment

Tool to delete a vendor payment. Use when you need to remove an existing vendor payment record after confirming its ID.

Disable Contact Payment Reminder

Tool to disable payment reminders for a contact. Use when you need to stop all automated payment reminder emails for a specific contact.

Disable Invoice Payment Reminder

Tool to disable payment reminders for an invoice. Use when you need to stop automatic payment reminder emails for a specific invoice.

Email Contact Statement

Tool to email a statement to a contact. Use when you need to send account statements to customers or vendors for a specific period.

Email Estimate

Tool to send an estimate email. Use after estimate creation to share it with the customer.

Email Invoice

Tool to send an invoice email. Use after invoice creation to share it with the customer.

Enable Contact Payment Reminder

Tool to enable payment reminders for a contact. Use when you need to activate automated payment reminder emails for a specific contact.

Enable Contact Portal

Tool to enable portal access for a contact. Use when you need to grant customer portal access to a specific contact after confirming its ID.

Enable Invoice Payment Reminder

Tool to enable payment reminders for an invoice. Use when you need to activate automated payment reminder emails for a specific invoice.

Exclude Bank Transaction

Tool to exclude an uncategorized bank transaction. Use when you need to mark a transaction as excluded from categorization.

Bulk Export Estimates PDF

Tool to export multiple estimates to a single PDF. Use when you have up to 25 estimate IDs ready to merge.

Bulk Export Sales Orders PDF

Tool to export multiple sales orders to a single PDF. Use when you have up to 25 sales order IDs ready to merge.

Get All Tag Options

Tool to retrieve all options for a reporting tag. Use when you need to fetch the complete list of tag option values.

Get Bank Account

Tool to fetch details of a specific bank account. Use when you need full metadata of one account by ID.

Get Base Currency Adjustment

Tool to fetch details of a specific base currency adjustment. Use when you need to retrieve adjustment information by its ID.

Get Bill

Tool to fetch details of a specific bill. Use after confirming the organization context.

Get Bill Attachment

Tool to fetch an attachment from a specific bill. Use when you need to download a document attached to a bill.

Get Chart Of Account

Tool to fetch details of a specific chart of account. Use when you need to retrieve all attributes of an existing account by its ID.

Get Contact

Tool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obtaining the contact_id.

Get Contact Address

Tool to retrieve all addresses associated with a contact. Use when you need to fetch billing, shipping, and additional addresses for a specific contact.

Get Contact Person

Tool to retrieve details of a specific contact person. Use when you need to fetch information about an individual associated with a contact.

Get Contact Statement Mail

Tool to retrieve the pre-populated email content for a contact statement. Use when you need to get the email template, subject, body, and recipients before sending a statement.

Get Credit Note

Tool to fetch details of a specific credit note by ID. Use when you need the full credit note record including line items, taxes, and applied invoices.

Get Currency

Tool to retrieve details of a specific currency. Use when you need to get currency settings including exchange rates and formatting options.

Get Estimate

Tool to fetch details of a specific estimate. Use when you need to retrieve all attributes of an existing estimate by its ID.

Get Estimate Email

Tool to retrieve the pre-populated email content for an estimate. Use when you need to get the email template, subject, body, and recipients before sending an estimate email.

Get Expense

Tool to fetch details of a specific expense. Use when you need the full expense record by its ID after creation or listing.

Get Invoice

Tool to fetch details of a specific invoice. Use when you need the full invoice record by its ID after creation or listing.

Get Invoice Attachment

Tool to fetch the last attached attachment from a specific invoice. Use when you need to download a document attached to an invoice.

Get Invoice Email

Tool to retrieve the pre-populated email content for an invoice. Use when you need to get the email template, subject, body, and recipients before sending an invoice email.

Get Item

Tool to fetch details of a specific item. Use when you need to retrieve all attributes of an existing item by its ID.

Get Journal Credits List (v4 Beta)

Tool to retrieve the list of available journal credits for a specific journal using v4 Beta API. Use when you need to view credits associated with a journal entry.

Get Journal Details V4

Tool to fetch details of a specific journal entry from Zoho Books API v4 (Beta). Use when you need complete journal information including line items, tax details, metadata, and approvals.

Get Journals List (v4 Beta)

Tool to retrieve a paginated list of journals using Zoho Books v4 Beta API. Use when you need to fetch and filter journal entries with advanced filtering options.

Get Last Imported Statement

Tool to get details of previously imported statement for a bank account. Use when you need to retrieve information about the last statement import.

Get Matching Bank Transactions

Tool to retrieve potential matching transactions for an uncategorized bank transaction. Use when you need to find existing transactions that could be matched with an imported or uncategorized transaction for reconciliation purposes.

Get Opening Balance

Tool to retrieve opening balance for an organization. Use when you need to view the initial account balances configured in Zoho Books.

Get Organization

Tool to fetch details of a specific organization. Use when you need to retrieve comprehensive organization information by its ID.

Get Payment Reminder Mail Content

Tool to retrieve the pre-populated payment reminder email content for an invoice. Use when you need to get the email template, subject, body, and recipients before sending a payment reminder.

Get Project

Tool to fetch details of a specific project. Use when you need to retrieve comprehensive project information after obtaining the project_id.

Get Project User

Tool to fetch details of a specific user associated with a project. Use when you need to retrieve user information for a project.

Get Purchase Order

Tool to fetch details of a specific purchase order. Use after confirming the organization context to retrieve comprehensive purchase order information.

Get Recurring Invoice

Tool to retrieve a single recurring invoice profile's full configuration by ID. Returns complete schedule, customer, line items, and status for 'read-before-write' update safety.

Get Sales Order

Tool to fetch details of a specific sales order. Use when you need the full record of a sales order by its ID.

Get Sales Order Attachment

Tool to fetch an attachment from a specific sales order. Use when you need to download a document attached to a sales order.

Get Sales Order Email Content

Tool to retrieve the pre-populated email content for a sales order. Use when you need to get the email template, subject, body, and recipients before sending a sales order email.

Get User

Tool to fetch details of a specific user. Use after obtaining the user_id to retrieve comprehensive user information.

Get Vendor Credit Refund

Tool to fetch details of a specific vendor credit refund. Use when you need to retrieve information about a refund associated with a vendor credit.

Import Bank Statements

Tool to import bank or credit card statement transactions in bulk. Use when you need to import multiple transactions from a bank statement.

List Bank Accounts

Tool to list bank and credit card accounts. Use when retrieving all accounts for reconciliation or overview. Paginate using `page` and `per_page` for large organizations with many accounts.

List Bank Rules

Tool to list all rules created for a bank or credit card account. Use when you need to retrieve rules for transaction categorization and automation.

List Bank Transactions

Tool to list bank transactions with optional filters. Use when you need to retrieve transactions for reconciliation and reporting.

List Base Currency Adjustments

Tool to list base currency adjustments for an organization. Use when retrieving currency adjustment records for reconciliation or reporting.

List Bill Comments and History

Tool to list comments and history entries for a bill. Use when retrieving all comments and historical activities associated with a specific bill.

List Bill Payments

Tool to list payments recorded against a bill. Use when retrieving all payment transactions applied to a specific vendor bill.

List Bills

Tool to retrieve a paginated list of bills. Use when listing bills with filters and pagination.

List Chart Of Accounts

Tool to list chart of accounts. Use when you need to fetch all chart of accounts with optional filtering, sorting, and pagination.

List Chart of Account Transactions

Tool to list transactions for a specific chart of account. Use when you need to retrieve transaction history for an account with optional filters.

List Contact Comments

Tool to retrieve recent activities and comments for a specific contact. Use when you need to fetch the comment history of a contact.

List Contact Persons

Tool to retrieve a paginated list of contact persons from Zoho Books. Use when you need to list all contact persons across all contacts in the organization.

List Contact Refunds

Tool to list refunds for a contact. Use when retrieving all refund transactions associated with a specific contact.

List Contacts

Tool to retrieve a paginated list of contacts with optional filters. Use when you need to fetch and filter contacts from Zoho Books before processing them.

List Credit Note Refunds

Tool to retrieve a paginated list of credit note refunds with filters. Use when you need to fetch credit note refunds from Zoho Books.

List Credit Notes

Tool to retrieve a paginated list of credit notes with optional filters. Use when you need to discover credit note IDs or fetch credit notes by status, customer, date, or amount.

List Currencies

Tool to list currencies configured for the organization. Use after authentication to retrieve all currency settings.

List Customer Payment Refunds

Tool to list refunds of a customer payment. Use when retrieving all refund transactions for a specific customer payment.

List Customer Payments

Tool to list customer payments in Zoho Books. Use when retrieving all customer payment transactions with optional filters.

List Employees

Tool to retrieve a paginated list of employees. Use when you need to fetch and browse employees of an organization in Zoho Books.

List Estimate Comments & History

Tool to retrieve comments and history for a specific estimate. Use when you need to fetch activity log, status changes, or user comments associated with an estimate.

List Estimates

Tool to retrieve a paginated list of estimates with optional filters. Use when you need to discover estimate IDs or fetch estimates by status, customer, date range, or amount.

List Estimate Templates

Tool to retrieve a list of estimate templates. Use when you need to fetch available estimate templates for the organization.

List Expense Comments

Tool to retrieve history and comments for a specific expense. Use when you need to fetch the comment history and activity log of an expense.

List Expenses

Tool to retrieve a paginated list of expenses with filters and search. Use when you need to fetch and filter expenses from Zoho Books.

List Fixed Assets

Tool to retrieve a paginated list of fixed assets from Zoho Books. Use when you need to fetch and filter fixed assets with optional sorting and pagination.

List Fixed Asset Types

Tool to retrieve a paginated list of fixed asset types from Zoho Books. Use when you need to fetch available fixed asset type classifications for categorizing fixed assets.

List Invoice Comments and History

Tool to list comments and history entries for an invoice. Use when retrieving all comments and historical activities associated with a specific invoice.

List Invoice Credits Applied

Tool to list credit notes applied to an invoice. Use when retrieving all credit transactions applied to a specific invoice.

List Invoice Payments

Tool to list payments recorded against an invoice. Use when retrieving all payment transactions applied to a specific invoice.

List Invoices

Tool to retrieve a paginated list of invoices with filters and search. Use when you need to fetch and filter invoices before processing.

List Invoice Templates

Tool to retrieve a list of invoice templates. Use when you need to fetch available invoice templates for the organization.

List Item Details

Tool to bulk fetch details for multiple items from Zoho Books using their IDs. Use when you need to retrieve detailed information for multiple items in a single API call.

List Items

Tool to retrieve a paginated list of items from Zoho Books. Use when you need to list items with optional filters, search, and sorting.

List Journal Templates

Tool to list journal templates with pagination. Use when you need to retrieve predefined journal entry templates for accounting.

List Locations

Tool to list all locations in the organization. Use when you need to retrieve all available locations from Zoho Books.

List Organizations

Tool to list all organizations for the authenticated user. Use when you need to obtain the organization_id for subsequent API calls.

List Projects

Tool to retrieve a paginated list of projects with optional filters. Use when you need to fetch projects from Zoho Books for a specific organization.

List Project Users

Tool to retrieve all users assigned to a project. Use when you need to fetch the list of users associated with a specific project in Zoho Books.

List Purchase Orders

Tool to retrieve a paginated list of purchase orders. Use when listing purchase orders with filters, search, and pagination.

List Recurring Bill History

Tool to list comments and history entries for a recurring bill. Use when retrieving all comments and historical activities associated with a specific recurring bill.

List Recurring Invoice History

Tool to retrieve comments and history for a specific recurring invoice. Use when you need to view all activities, comments, and historical changes associated with a recurring invoice.

List Reporting Tags

Tool to retrieve all reporting tags from Zoho Books. Use when you need to list reporting tags for categorization and filtering purposes.

List Retainer Invoices

Tool to retrieve a paginated list of retainer invoices with filters and sorting. Use when listing retainer invoices before processing them.

List Sales Order Comments & History

Tool to list comments and history entries for a sales order. Use when retrieving all comments and historical activities associated with a specific sales order.

List Sales Orders

Tool to retrieve a paginated list of sales orders. Use when browsing sales orders by organization with optional sorting and filtering.

List Sales Receipts

Tool to retrieve a paginated list of sales receipts with filters. Use when you need to fetch sales receipts by customer, date range, amount, or other criteria.

List Tasks

Tool to retrieve a paginated list of tasks for a specific project. Use when you need to fetch tasks associated with a project in Zoho Books.

List Taxes

Tool to retrieve a paginated list of taxes. Use when you need to fetch tax configurations for an organization in Zoho Books.

List Tax Exemptions

Tool to retrieve a list of tax exemptions from Zoho Books. Use when you need to list tax exemptions for US Edition organizations. This feature is only available for US Edition of Zoho Books.

List Users

Tool to retrieve a paginated list of users. Use when you need to fetch and browse users of an organization in Zoho Books.

List Vendor Credit Refunds

Tool to retrieve a paginated list of vendor credit refunds with filters. Use when you need to fetch vendor credit refunds from Zoho Books.

List Vendor Credit Refunds

Tool to list refunds of a specific vendor credit. Use when retrieving all refund transactions applied to a particular vendor credit.

List Vendor Credits

Tool to retrieve a paginated list of vendor credits with filters and search. Use when you need to fetch and filter vendor credits before processing.

List Vendor Payment Refunds

Tool to list refunds of a vendor payment. Use when retrieving all refund transactions applied to a specific vendor payment.

List Vendor Payments

Tool to retrieve a paginated list of vendor payments with filters and search. Use when listing vendor payments for reporting or reconciliation.

Mark Bill Open

Tool to mark a bill as open. Use when you need to change a bill's status to open (e.g., from void status).

Mark Bill Void

Tool to mark a bill as Void. Use when you need to void an existing bill after reviewing any outstanding payments.

Mark Contact as Active

Tool to mark a contact as active. Use when you need to reactivate a previously deactivated contact after confirming its ID.

Mark Contact as Inactive

Tool to mark a contact as inactive. Use when you need to deactivate a contact after confirming its ID.

Mark Estimate As Sent

Tool to mark an estimate as Sent. Use after the estimate is finalized and ready for delivery to the customer.

Mark Invoice As Sent

Tool to mark an invoice as Sent. Use after the invoice is finalized and ready for delivery to the customer.

Mark Item as Active

Tool to mark an item as active. Use when you need to reactivate a previously deactivated item after confirming its ID.

Mark Item as Inactive

Tool to mark an item as inactive. Use when you need to deactivate an item after confirming its ID.

Mark Location Active

Tool to mark a location as active. Use when you need to activate a previously inactive location.

Mark Location as Inactive

Tool to mark a location as inactive. Use when you need to deactivate a location without permanently deleting it.

Mark Location Primary

Tool to mark a location as primary. Use when you need to set a specific location as the primary location for the organization after confirming its ID.

Mark Project Active

Tool to mark a project as active. Use when you need to reactivate a previously inactive project after confirming its ID.

Mark Reporting Tag as Active

Tool to mark a reporting tag as active. Use when you need to activate a reporting tag after ensuring it has at least one option configured.

Mark Reporting Tag as Inactive

Tool to mark a reporting tag as inactive. Use when you need to deactivate a reporting tag that is no longer needed.

Mark Reporting Tag Default Option

Tool to mark an option as default for a reporting tag. Use when you need to set a specific tag option as the default choice.

Mark Retainer Invoice Sent

Tool to mark a retainer invoice as Sent. Use after the retainer invoice is finalized and ready for delivery to the customer.

Mark Sales Order Void

Tool to mark a sales order as Void. Use when you need to void an existing sales order after reviewing any outstanding deliveries or invoices.

Mark Tag Option Active

Tool to mark a reporting tag option as active. Use when you need to activate a previously inactive tag option for an organization.

Mark Tag Option as Inactive

Tool to mark a reporting tag option as inactive. Use when you need to deactivate a specific tag option for reporting purposes.

Mark User as Inactive

Tool to mark a user as inactive in Zoho Books. Use when you need to deactivate a user account while preserving their historical data.

Mark Vendor Credit Void

Tool to void a vendor credit. Use when you need to mark an existing vendor credit as void, making it inactive in the system.

Open Sales Order

Tool to mark a sales order as Open. Use when a sales order in Draft status needs to be opened for processing.

Bulk Print Estimates

Tool to bulk print up to 25 estimates as a single PDF. Use when you have multiple estimate IDs and need a combined PDF for printing.

Bulk Print Sales Orders

Tool to bulk print up to 25 sales orders as a single PDF. Use when you have multiple sales order IDs and need a combined PDF for printing.

Send Payment Reminder

Tool to send a payment reminder for an invoice. Use when invoice is in Open or Overdue status.

Resume Recurring Invoice

Tool to resume a recurring invoice. Use when you need to reactivate a paused or stopped recurring invoice.

Send Bulk Invoice Reminder

Tool to send payment reminders for multiple invoices at once. Use when you need to send reminders to multiple customers for their outstanding invoices.

Send Contact Email

Tool to send an email to a contact in Zoho Books. Use when you need to email a customer or vendor about statements, documents, or general communication.

Stop Recurring Invoice

Tool to stop a recurring invoice. Use when you need to stop a recurring invoice from generating future invoices.

Untrack Contact 1099

Tool to untrack a contact for 1099 reporting. Use when you need to stop tracking a vendor for 1099 tax form reporting in the US.

Update Bank Transaction

Tool to update an existing bank transaction in Zoho Books. Use when you need to modify transaction details such as amount, description, or date after the transaction has been created.

Update Vendor Bill

Tool to update a vendor bill. Use when you need to modify an existing bill in Zoho Books. Use after fetching the current bill details.

Update Contact

Tool to update details of a contact. Use when you need to modify any contact attribute after verifying contact_id.

Update Contact Person

Tool to update an existing contact person in Zoho Books. Use when modifying details of a contact person after verifying their contact_person_id.

Update Credit Note Refund

Tool to update details of a specific credit note refund. Use when you need to modify an existing refund associated with a credit note—change the description, reference number, or other refund fields.

Update Currency

Tool to update an existing currency in Zoho Books. Use when you need to modify currency settings such as symbol, format, or precision.

Update Custom Fields in Item

Tool to update custom field values in an existing item. Use when you need to modify custom field data for a specific item without changing other item properties.

Update Estimate

Tool to update an existing estimate (quote). Use when you need to modify an existing customer quote in Zoho Books.

Update Estimate Billing Address

Tool to update the billing address of an estimate. Use when you need to modify billing address details for an existing estimate in Zoho Books.

Update Estimate Shipping Address

Tool to update the shipping address for an estimate. Use when you need to modify the delivery address details of an existing estimate.

Update Estimate Template

Tool to update the template associated with an estimate. Use when you need to change the PDF template used for an existing estimate.

Update Invoice

Tool to update details of a specific invoice. Use when you need to modify an existing invoice in Zoho Books—change line items, dates, or other invoice fields. Requires invoice ID and organization ID before calling.

Update Invoice Attachment Preference

Tool to update attachment preference for an invoice. Use when you need to control whether the invoice attachment should be sent when the invoice is emailed.

Update Invoice Billing Address

Tool to update the billing address of an invoice. Use when you need to modify billing address fields (city, state, zip, country, fax) for an existing invoice.

Update Invoice Shipping Address

Tool to update the shipping address of a specific invoice. Use when you need to modify the shipping address details for an existing invoice in Zoho Books.

Update Invoice Template

Tool to update the template associated with an invoice. Use when you need to change the PDF template used for an existing invoice.

Update Item

Tool to update details of a specific item. Use when you need to modify an existing item's attributes after fetching its current state.

Update Journal

Tool to update a journal entry in Zoho Books. Use when modifying existing journal entries—changing line items, dates, amounts, or other journal fields.

Update Location

Tool to update an existing location in Zoho Books. Use when you need to modify location details such as name, address, or associated users.

Update Organization

Tool to update an organization's settings and details. Use when you need to modify organization information like name, contact details, or fiscal year settings.

Update Project

Tool to update a project in Zoho Books. Use when you need to modify project details like name, billing type, rate, or other project attributes. Requires project_id.

Update Project User

Tool to update a user's details in a project. Use when you need to modify the role, rate, or budget hours for a user assigned to a specific project.

Update Purchase Order Billing Address

Tool to update the billing address of a purchase order. Use when you need to modify billing address details for an existing purchase order.

Update Purchase Order Comment

Tool to update a comment on a purchase order. Use when you need to modify the text of an existing comment. Only user-created comments can be updated; system-generated comments will fail with error 4073.

Update Recurring Bill

Tool to update a recurring bill in Zoho Books. Use when you need to modify an existing recurring bill's details such as vendor, recurrence pattern, line items, or other bill attributes.

Update Recurring Invoice Template

Tool to update the template associated with a recurring invoice. Use when you need to change the PDF template used for an existing recurring invoice.

Update Reporting Tag

Tool to update an existing reporting tag in Zoho Books. Use when you need to modify the name, description, or settings of a reporting tag.

Update Reporting Tag Options

Tool to update reporting tag options in Zoho Books. Use when you need to modify, add, or update the available options for a reporting tag including their active status and default settings.

Update Sales Order

Tool to update a specific sales order. Use when you need to modify an existing sales order (e.g., change dates, line items, or custom fields) after creation.

Update Sales Order Attachment Preference

Tool to update attachment preference for a sales order. Use when you need to control whether the sales order attachment should be sent when the sales order is emailed.

Update Sales Order Billing Address

Tool to update the billing address of a sales order. Use when you need to modify billing address details for an existing sales order in Zoho Books.

Update Sales Order Shipping Address

Tool to update the shipping address of a specific sales order. Use when you need to modify the shipping address details for an existing sales order in Zoho Books.

Update Sales Order Template

Tool to update the template associated with a sales order. Use when you need to change the PDF template used for an existing sales order.

Update User

Tool to update an existing user in Zoho Books. Use when modifying user details like name, email, or role.

Update Vendor Payment Refund

Tool to update a vendor payment refund in Zoho Books. Use when you need to modify an existing refund's details such as amount, date, or reference information.

Void Invoice

Tool to mark an invoice as Void. Use when you need to void an existing invoice after reviewing any outstanding payments.

Write Off Invoice

Tool to write off an invoice. Use when an invoice amount is not expected to be recovered and should be treated as bad debt.

Frequently asked questions

What can I automate with Zoho Books on Definable?

Anything Zoho Books exposes through its API. Common accounting workflows on Definable include auto-categorise transactions, draft invoices on closed deals, surface cash-flow signals. Personas can call any of the 265 Zoho Books tools directly, then chain the result into another integration without you writing code.

How does Zoho Books authentication work?

Zoho Books uses OAUTH2 on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Zoho Books integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 265 Zoho Books tools. You only need a separate Zoho Books subscription if Zoho Books itself charges per seat or per API call.

Is using Zoho Books through Definable secure?

Every call from a persona to Zoho Books is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Zoho Books on Definable?

Sign up for Definable, open the integrations page, find Zoho Books, and connect via OAuth or API key. You can immediately attach Zoho Books to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Zoho Books actions does Definable expose?

Definable exposes all 265 Zoho Books actions as callable tools — including `Accept Estimate`, `Activate Bank Account`, `Add Bill Attachment`, plus 262 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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