Zoho Books Make integrationAutomate Zoho Books with Make.

Add an Attachment to a Bill stores a file on an existing bill, so the supplier's PDF lives next to the record your accountant checks.

This module pins a file to an invoice you already issued, such as a signed delivery note or a timesheet that justifies the amount billed.

Add an Attachment to a Sales Order keeps the customer's purchase order or spec sheet on the sales order itself, where fulfillment will look for it.

Create a Bill records a bill received from a vendor, so the amount you owe shows up in Zoho Books without manual entry.

Create a Contact adds a customer or vendor to Zoho Books, the record every estimate, invoice or bill points to.

With Create a Contact Person, you add a named person under an existing contact, for example the accountant who receives invoices at a client company.

Create a Credit Note issues a credit note, the document that reduces what a customer owes after a refund or a correction.

Create an Employee adds a person to whom expenses can be assigned in Zoho Books. It is useful when expense claims come from outside the app.

Create an Estimate drafts a quote for a customer from data you already hold, for example a request from a website form.

Create an Expense logs a spend in Zoho Books, billable to a customer or not, so receipts stop piling up.

The action most people look for: Create an Invoice issues an invoice for a customer from the order or project data your scenario received.

Create an Item adds a product or service to your Zoho Books catalog, ready to be used on estimates and invoices.

Create a Payment records money received, so the invoice status in Zoho Books reflects what really hit the bank.

Create a Sales Order confirms what a customer ordered before you invoice it, a step between the quote and the bill.

Delete a Bill removes a bill from Zoho Books, for instance a duplicate created by an earlier scenario run.

Delete a Contact takes a customer or vendor out of Zoho Books when the record should no longer exist, like a test or a duplicate.

This module removes a single person from a contact without touching the company record, keeping your recipients list clean.

Delete a Credit Note wipes a credit note issued by mistake, for example after a refund that was later cancelled.

Delete an Employee removes a person from the list used to assign expenses once they no longer file claims.

Delete an Estimate clears a quote you no longer need, such as a draft generated twice by a form.

Delete an Expense removes an expense entered by mistake, for instance a receipt logged twice.

Delete an Invoice removes an invoice, typically a draft created by a test run or a duplicate.

Delete an Invoice Payment unlinks a payment from the invoice it was recorded against, when it was matched to the wrong one.

Delete an Item takes a product or service out of the catalog when it never made it onto a document.

Delete a Payment erases a recorded payment entirely, when it should never have existed in Zoho Books.

Delete a Sales Order clears an order that was cancelled before invoicing, so the pipeline shows only live orders.

Download an Invoice gets the PDF of an invoice as a file in your scenario, ready to store, attach or send through another app.

Email an Invoice sends the invoice to the customer from Zoho Books, so the message and the record stay in one place.

This module sends a sales order to the customer by email, a written confirmation of what they ordered.

Get a Bill returns every detail of one bill, handy when a trigger or a search gives you only part of the story.

Get a Contact fetches a full customer or vendor record, including details the trigger did not send.

With Get a Contact Person, you read the details of one person under a contact, such as their email.

Get a Credit Note returns one credit note in full, so you can report it or pass it to another tool.

Get an Employee reads the record of one employee, the person expenses are assigned to.

Get an Estimate returns a quote in full, ready to feed another tool.

Get an Expense reads one expense in full, including what the trigger may not carry.

Get an invoice (lower case in Make's label) returns everything Zoho Books knows about one invoice, from lines to status.

Get an Item returns one product or service from your catalog with its current details.

Get a Payment reads one customer payment in full, so you know what was paid and by whom.

Get a Sales Order returns an order in full, lines included, for fulfillment or reporting.

Make an API Call reaches any endpoint of the Zoho Books API from your scenario, using the connection you already set up, so a missing module never blocks your scenario. It even works for record types the doc mentions, like retainer invoices, that have no dedicated module here.

Mark an Invoice as Draft brings a voided invoice back to draft status, so you can correct it and send it again instead of rebuilding it line by line.

Mark an Item as Active puts an inactive product or service back in your Zoho Books catalog, so your team can pick it again on estimates, sales orders and invoices. Nothing else about the item changes.

Mark an Item as Inactive hides a product or service from daily use without deleting it, which keeps its sales history intact. Handy because Delete an Item refuses any item already used in a transaction.

Mark a Sales Order as Open moves a sales order from draft to open, the step that confirms it for your team. Your scenario can create the order, check it, then open it without anyone clicking inside Zoho Books.

Remind Customer about an Unpaid Invoice sends the customer an email reminder about an invoice they have not paid, straight from Zoho Books. Your follow-ups stop depending on someone remembering to chase.

Update a Bill changes an existing vendor bill, from its amounts to its line items, so your payables match what the supplier actually charged. You fix the record in place instead of deleting and recreating it.

Update a Contact keeps a customer or vendor record in Zoho Books aligned with the source of truth elsewhere, such as your CRM or signup form. Its contact persons get refreshed too, without retyping.

Update a Contact Person edits a single person attached to a customer or vendor, for instance their email or phone, without touching the rest of the company record. Invoices and reminders then reach the right inbox.

Update a Credit Note adjusts a credit note already recorded in Zoho Books, so the amount you owe back to a customer reflects the final agreement. The customer balance follows the corrected document.

Update an Estimate revises a quote in Zoho Books when the scope moves, keeping one estimate per deal instead of a pile of versions. Prices, quantities and lines can all change from your scenario.

Update an Expense corrects an expense after the fact, so your reports stay clean without a manual pass in Zoho Books.

Update an Invoice edits an existing customer invoice directly from your scenario. You fix the record in place, so there is no second invoice to explain to the customer.

Update an Item pushes new details for a product or service into your Zoho Books catalog. Your next estimates and invoices start from the updated item.

Update a Payment fixes a customer payment already recorded, so reconciliation with your bank stops throwing mismatches.

Update a Sales Order changes an open or draft sales order when the customer adds, removes or adjusts products, so fulfillment works from the current version.

Void an Invoice cancels an invoice while keeping a trace of it, which is often cleaner for your books than deleting it. It also works when Delete an Invoice refuses because payments or credits are applied.

Void a Sales Order cancels a sales order without erasing it, so your team still sees what was ordered and why it stopped. Reporting keeps the full picture.

List Bills pulls the vendor bills recorded in Zoho Books into your scenario, one bundle per bill (a bundle is one item passed to the next module). From there you can export, check or chase them.

List Contact Persons returns the people attached to your customers and vendors, which helps when invoices must reach a specific person rather than a generic inbox.

List Contacts brings back your Zoho Books customers and vendors as separate bundles, a quick way to compare them with your CRM or build a clean export.

List Credit Notes collects the credit notes in your Zoho Books account, useful to see how much you owe back to customers without opening each document.

List Customer Payments retrieves the payments your customers made, so your scenario can match them against your bank, payment provider or sales dashboard.

List Employees gets the employees registered for expenses in Zoho Books, page by page, so you can match expense claims to the right person.

List Estimates lists the quotes stored in Zoho Books, one bundle each, so you can track which proposals are waiting for an answer.

List Expenses pulls your recorded expenses into the scenario so you can review, total or export them outside Zoho Books.

List Invoice Payments shows every payment applied to one invoice, the fastest way to know whether a customer paid in full or in several parts.

List Invoices returns your customer invoices as a stream of bundles, the starting point for collection flows, exports and dashboards.

List Items fetches the active products and services of your catalog, handy to sync prices with a shop or check that an item exists before invoicing it.

List Sales Orders lists your sales orders so fulfillment, stock or delivery tools can see what customers have ordered and at which stage each order stands.