Zoho Books integration

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.