Zoho Books is online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Available triggers
Triggers are the events that trigger the automation. All triggers run in real time, i.e. data is transferred in the moment the event occurs.
- New Invoice
- New Customer
- New Item
- New Expense
- New Estimate
How to connect Zoho Books to Albato
Before setting up integrations with Zoho Books, connect the app to Albato.
To do this, go to the Apps section and click the Add a connection button.
Select the app and click the Add a connection button.
Come up with a name for your connection or save the default one.
Grant Albato access to your Zoho Books account.
Sign in to your Zoho Books account and click the Accept button.
From there, you will need to set up Albato webhook.
Go to the Apps section. Find Zoho Books connection and copy the webhook URL.
Sign in to your Zoho Books account. Click on the Settings icon.
Go to the Automation section.
Open the Webhooks tab.
Click on the New Webhook button.
Give a name to your trigger and choose a module from the list.
In our example we choose "Customers". Follow the same steps to set up other triggers. Just choose another module from the list.
Paste the webhook URL into the required field.
Click the Save button.
The connection is ready!
