Zoho books for your voice agent

Zoho Books is a cloud-based accounting platform for invoicing, expenses, and finance management. It streamlines collaboration and automates business finances in real-time.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
One click. You sign in to Zoho books from Connected apps and approve access. There's no API key to paste.
What it reads
100 actions, such as accept Estimate, bulk Export Invoices PDF and email Estimate.
What it changes
169 actions, such as activate Bank Account, add Bill Attachment and add Bill Comment.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 270. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Zoho books actions

Reads 100

  • Accept Estimate
  • Bulk Export Invoices PDF
  • Email Estimate
  • Bulk Export Estimates PDF
  • Bulk Export Sales Orders PDF
  • Get Account Transaction Report
  • Get All Tag Options
  • Get Bank Account
  • Get Base Currency Adjustment
  • Get Bill
  • Get Bill Attachment
  • Get Chart Of Account
  • Get Contact
  • Get Contact Address
  • Get Contact Person
  • Get Contact Statement Mail
  • Get Credit Note
  • Get Currency
  • Get Detailed General Ledger
  • Get Estimate
  • Get Estimate Email
  • Get Expense
  • Get Financial Statement
  • Get Invoice
76 more
  • Get Invoice Attachment
  • Get Invoice Email
  • Get Item
  • Get Journal Credits List (v4 Beta)
  • Get Journal Details V4
  • Get Journals List (v4 Beta)
  • Get Last Imported Statement
  • Get Matching Bank Transactions
  • Get Opening Balance
  • Get Organization
  • Get Payment Reminder Mail Content
  • Get Project
  • Get Project User
  • Get Purchase Order
  • Get Recurring Invoice
  • Get Sales Order
  • Get Sales Order Attachment
  • Get Sales Order Email Content
  • Get Template
  • Get User
  • Get Vendor Credit Refund
  • List Bank Accounts
  • List Bank Account Statements
  • List Bank Rules
  • List Bank Transactions
  • List Base Currency Adjustments
  • List Bill Comments and History
  • List Bill Payments
  • List Bills
  • List Chart Of Accounts
  • List Chart of Account Transactions
  • List Contact Comments
  • List Contact Persons
  • List Contact Refunds
  • List Contacts
  • List Credit Note Refunds
  • List Credit Notes
  • List Currencies
  • List Customer Payment Refunds
  • List Customer Payments
  • List Employees
  • List Estimate Comments & History
  • List Estimates
  • List Estimate Templates
  • List Expense Comments
  • List Expenses
  • List Fixed Assets
  • List Fixed Asset Types
  • List Invoice Comments and History
  • List Invoice Credits Applied
  • List Invoice Payments
  • List Invoices
  • List Invoice Templates
  • List Item Details
  • List Items
  • List Journal Templates
  • List Locations
  • List Organizations
  • List Projects
  • List Project Users
  • List Purchase Orders
  • List Recurring Bill History
  • List Recurring Invoice History
  • List Reporting Tags
  • List Retainer Invoices
  • List Sales Order Comments & History
  • List Sales Orders
  • List Sales Receipts
  • List Tasks
  • List Taxes
  • List Tax Exemptions
  • List Users
  • List Vendor Credit Refunds
  • List Vendor Credits
  • List Vendor Payment Refunds
  • List Vendor Payments

Changes 115

  • Activate Bank Account
  • Add Bill Attachment
  • Add Bill Comment
  • Add Contact Address
  • Add Invoice Comment
  • Add Project Comment
  • Add Purchase Order Comment
  • Add Sales Order Comment
  • Add Vendor Credit Comment
  • Apply Credit Note to Invoice
  • Apply Credits to Bill
  • Apply Credits to Invoice
  • Bulk Print Invoices
  • Categorize As Customer Payment Refund
  • Categorize Uncategorized Transaction
  • Clone Project
  • Convert Purchase Order To Bill
  • Create Bank Account
  • Create Bank Transaction
  • Create Chart Of Account
  • Create Contact
  • Create Contact Person
  • Create Currency
  • Create Customer Payment Refund
91 more
  • Create Employee
  • Create Exchange Rate
  • Create Expense
  • Create Invoice From Sales Order
  • Create Item
  • Create Journal
  • Create Location
  • Create Project
  • Create Recurring Bill
  • Create Recurring Expense
  • Create Recurring Invoice
  • Create Reporting Tag
  • Create Bank Account Rule
  • Create Sales Receipt
  • Create Time Entry
  • Create User
  • Create Vendor Credit
  • Create Vendor Payment
  • Email Contact Statement
  • Email Invoice
  • Enable Contact Payment Reminder
  • Enable Contact Portal
  • Enable Invoice Payment Reminder
  • Exclude Bank Transaction
  • Import Bank Statements
  • Mark Bill Open
  • Mark Bill Void
  • Mark Contact as Active
  • Mark Contact as Inactive
  • Mark Estimate As Sent
  • Mark Invoice As Sent
  • Mark Item as Active
  • Mark Item as Inactive
  • Mark Location Active
  • Mark Location as Inactive
  • Mark Location Primary
  • Mark Project Active
  • Mark Reporting Tag as Active
  • Mark Reporting Tag as Inactive
  • Mark Reporting Tag Default Option
  • Mark Retainer Invoice Sent
  • Mark Sales Order Void
  • Mark Tag Option Active
  • Mark Tag Option as Inactive
  • Mark User as Inactive
  • Mark Vendor Credit Void
  • Open Sales Order
  • Bulk Print Estimates
  • Bulk Print Sales Orders
  • Send Payment Reminder
  • Resume Recurring Invoice
  • Send Bulk Invoice Reminder
  • Send Contact Email
  • Stop Recurring Invoice
  • Untrack Contact 1099
  • Update Bank Transaction
  • Update Vendor Bill
  • Update Contact
  • Update Contact Person
  • Update Credit Note Refund
  • Update Currency
  • Update Custom Fields in Item
  • Update Estimate
  • Update Estimate Billing Address
  • Update Estimate Shipping Address
  • Update Estimate Template
  • Update Invoice
  • Update Invoice Attachment Preference
  • Update Invoice Billing Address
  • Update Invoice Shipping Address
  • Update Invoice Template
  • Update Item
  • Update Journal
  • Update Location
  • Update Organization
  • Update Project
  • Update Project User
  • Update Purchase Order Billing Address
  • Update Purchase Order Comment
  • Update Recurring Bill
  • Update Recurring Invoice Template
  • Update Reporting Tag
  • Update Reporting Tag Options
  • Update Sales Order
  • Update Sales Order Attachment Preference
  • Update Sales Order Billing Address
  • Update Sales Order Shipping Address
  • Update Sales Order Template
  • Update User
  • Update Vendor Payment Refund
  • Write Off Invoice

Deletes 54

  • Deactivate Bank Account
  • Delete Bank Account
  • Delete Bank Transaction
  • Delete Bill
  • Delete Bill Attachment
  • Delete Bill Comment
  • Delete Bill Payment
  • Delete Bulk Customer Payments
  • Delete Bulk Vendor Payments
  • Delete Chart of Account
  • Delete Chart Of Account Transaction
  • Delete Contact
  • Delete Contact Address
  • Delete Contact Person
  • Delete Credit Note
  • Delete Credit Note Comment
  • Delete Credit Note Refund
  • Delete Currency
  • Delete Customer Payment
  • Delete Customer Payment Refund
  • Delete Employee
  • Delete Estimate
  • Delete Exchange Rate
  • Delete Expense
30 more
  • Delete Expense Receipt
  • Delete Invoice
  • Delete Invoice Attachment
  • Delete Invoice Comment
  • Delete Invoice Document
  • Delete Invoice Payment
  • Delete Item
  • Delete Journal Comment V4
  • Delete Journal Document
  • Delete Journals
  • Delete Journal (v4 Beta)
  • Delete Location
  • Delete Project Comment (v4 Beta)
  • Delete Project Task
  • Delete Project V4
  • Delete Purchase Order
  • Delete Purchase Order Attachment
  • Delete Purchase Order Comment
  • Delete Recurring Bill
  • Delete Recurring Invoice
  • Delete Bank Account Rule
  • Delete Sales Order Comment
  • Delete Sales Receipt
  • Delete Time Entry
  • Delete Vendor Credit
  • Delete Vendor Credit Refund
  • Delete Vendor Payment
  • Disable Contact Payment Reminder
  • Disable Invoice Payment Reminder
  • Void Invoice

Zoho books setup

  1. Signing in to Zoho books

    Choose Zoho books in Connected apps and approve its consent screen. Your tokens stay with our connection broker and never reach the agent.

  2. Choosing the actions

    Choose which of the 270 actions the agent may use. Start with lookups and add the ones that change Zoho books when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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