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Zoho Books

Cloud accounting API for invoices, contacts, expenses, bills, items, and financial management via Zoho Books.

DetailValue
CategoryAccounting
Base URLhttps://www.zohoapis.com/books/v3
AuthenticationOAuth2 Client Credentials
Endpoints20
Connector keyzoho-books

Using Zoho Books in a workflow

  1. Go to Connections and click New Connection.
  2. Pick Zoho Books from the marketplace.
  3. Enter your credentials (see Authentication above for what's expected).
  4. In a workflow, drop an API Call node and select this connection.
  5. Pick the operation you need from the Operation dropdown — the full list is below.

Available endpoints

EndpointSummary
GET /organizationsList all organizations
GET /invoicesList all invoices
POST /invoicesCreate a new invoice
GET /invoices/{invoice_id}Get an invoice by ID
PUT /invoices/{invoice_id}Update an invoice
DELETE /invoices/{invoice_id}Delete an invoice
POST /invoices/{invoice_id}/status/sentMark invoice as sent
POST /invoices/{invoice_id}/emailEmail an invoice to the customer
GET /contactsList all contacts
POST /contactsCreate a new contact
GET /contacts/{contact_id}Get a contact by ID
PUT /contacts/{contact_id}Update a contact
GET /expensesList all expenses
POST /expensesCreate a new expense
GET /itemsList all items
POST /itemsCreate a new item
GET /billsList all bills
POST /billsCreate a new bill
GET /chartofaccountsList chart of accounts
GET /settings/taxesList all taxes

Each endpoint is documented in full below. Use the outline on the right to jump to one.

GET /organizations

List all organizations

DetailValue
Operation IDorganizations.list
MethodGET
Path/organizations

Parameters

No parameters.

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select organizations.list.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

GET /invoices

List all invoices

DetailValue
Operation IDinvoices.list
MethodGET
Path/invoices

Parameters

NameLocationTypeRequired
organization_idquerystringYes
statusquerystringNo
customer_idquerystringNo

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select invoices.list.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

POST /invoices

Create a new invoice

DetailValue
Operation IDinvoices.create
MethodPOST
Path/invoices

Parameters

NameLocationTypeRequired
organization_idquerystringYes

Request Body

FieldType
customer_idstring
line_itemsarray
datestring
due_datestring

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select invoices.create.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

GET /invoices/{invoice_id}

Get an invoice by ID

DetailValue
Operation IDinvoices.get
MethodGET
Path/invoices/{invoice_id}

Parameters

NameLocationTypeRequired
organization_idquerystringYes
invoice_idpathstringYes

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select invoices.get.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

PUT /invoices/{invoice_id}

Update an invoice

DetailValue
Operation IDinvoices.update
MethodPUT
Path/invoices/{invoice_id}

Parameters

NameLocationTypeRequired
organization_idquerystringYes
invoice_idpathstringYes

Request Body

FieldType
line_itemsarray
due_datestring

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select invoices.update.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

DELETE /invoices/{invoice_id}

Delete an invoice

DetailValue
Operation IDinvoices.delete
MethodDELETE
Path/invoices/{invoice_id}

Parameters

NameLocationTypeRequired
organization_idquerystringYes
invoice_idpathstringYes

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select invoices.delete.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

POST /invoices/{invoice_id}/status/sent

Mark invoice as sent

DetailValue
Operation IDinvoices.markAsSent
MethodPOST
Path/invoices/{invoice_id}/status/sent

Parameters

NameLocationTypeRequired
organization_idquerystringYes
invoice_idpathstringYes

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select invoices.markAsSent.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

POST /invoices/{invoice_id}/email

Email an invoice to the customer

DetailValue
Operation IDinvoices.sendEmail
MethodPOST
Path/invoices/{invoice_id}/email

Parameters

NameLocationTypeRequired
organization_idquerystringYes
invoice_idpathstringYes

Request Body

FieldType
to_mail_idsarray
subjectstring
bodystring

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select invoices.sendEmail.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

GET /contacts

List all contacts

DetailValue
Operation IDcontacts.list
MethodGET
Path/contacts

Parameters

NameLocationTypeRequired
organization_idquerystringYes
contact_typequerystringNo

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select contacts.list.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

POST /contacts

Create a new contact

DetailValue
Operation IDcontacts.create
MethodPOST
Path/contacts

Parameters

NameLocationTypeRequired
organization_idquerystringYes

Request Body

FieldType
contact_namestring
contact_typestring
emailstring
phonestring

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select contacts.create.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

GET /contacts/{contact_id}

Get a contact by ID

DetailValue
Operation IDcontacts.get
MethodGET
Path/contacts/{contact_id}

Parameters

NameLocationTypeRequired
organization_idquerystringYes
contact_idpathstringYes

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select contacts.get.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

PUT /contacts/{contact_id}

Update a contact

DetailValue
Operation IDcontacts.update
MethodPUT
Path/contacts/{contact_id}

Parameters

NameLocationTypeRequired
organization_idquerystringYes
contact_idpathstringYes

Request Body

FieldType
contact_namestring
emailstring

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select contacts.update.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

GET /expenses

List all expenses

DetailValue
Operation IDexpenses.list
MethodGET
Path/expenses

Parameters

NameLocationTypeRequired
organization_idquerystringYes
statusquerystringNo

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select expenses.list.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

POST /expenses

Create a new expense

DetailValue
Operation IDexpenses.create
MethodPOST
Path/expenses

Parameters

NameLocationTypeRequired
organization_idquerystringYes

Request Body

FieldType
account_idstring
datestring
totalnumber
is_billableboolean

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select expenses.create.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

GET /items

List all items

DetailValue
Operation IDitems.list
MethodGET
Path/items

Parameters

NameLocationTypeRequired
organization_idquerystringYes

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select items.list.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

POST /items

Create a new item

DetailValue
Operation IDitems.create
MethodPOST
Path/items

Parameters

NameLocationTypeRequired
organization_idquerystringYes

Request Body

FieldType
namestring
ratenumber
item_typestring

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select items.create.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

GET /bills

List all bills

DetailValue
Operation IDbills.list
MethodGET
Path/bills

Parameters

NameLocationTypeRequired
organization_idquerystringYes
statusquerystringNo

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select bills.list.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

POST /bills

Create a new bill

DetailValue
Operation IDbills.create
MethodPOST
Path/bills

Parameters

NameLocationTypeRequired
organization_idquerystringYes

Request Body

FieldType
vendor_idstring
datestring
line_itemsarray

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select bills.create.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

GET /chartofaccounts

List chart of accounts

DetailValue
Operation IDaccounts.list
MethodGET
Path/chartofaccounts

Parameters

NameLocationTypeRequired
organization_idquerystringYes

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select accounts.list.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.

GET /settings/taxes

List all taxes

DetailValue
Operation IDtaxes.list
MethodGET
Path/settings/taxes

Parameters

NameLocationTypeRequired
organization_idquerystringYes

Using this endpoint in a workflow

  1. Add an API Call node to your workflow.
  2. Pick your Zoho Books connection from the Connection dropdown.
  3. In the Operation dropdown, select taxes.list.
  4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked — fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Zoho Books API reference.