Getting Started
1
Create or Select a Project
Set up a new project or select an existing one. See Organizations & Projects.
2
Configure the Connector
Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.
Optionally, configure receiving Events for Zoho Books into StackOne.
Connector Profile · OAuth 2.0
Connect your Zoho Books account securely using OAuth 2.0. Access tokens expire after 1 hour and refresh automatically. R…
Webhooks setup
3
Link an Account
Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:
Link Account · OAuth 2.0
4
Use Actions
Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.
Actions
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No scopes found
115 actions
Action
Description
Required scopes
List Bank Accounts
Retrieve a list of bank and cash accounts from Zoho Books
Get Bank Account
Retrieve details of a specific bank account by ID from Zoho Books
Create Bank Account
Create a new bank or cash account in Zoho Books
List Bank Transactions
Retrieve a list of transactions for a specific bank account in Zoho Books
Update Bank Account
Update an existing bank or cash account in Zoho Books
Delete Bank Account
Delete a bank account from Zoho Books
Get Bank Transaction
Retrieve details of a specific bank transaction by ID from Zoho Books
Create Bank Transaction
Create a manual bank transaction in Zoho Books
Delete Bank Transaction
Delete a bank transaction from Zoho Books
List Bills
Retrieve a list of bills from Zoho Books
Get Bill
Retrieve details of a specific bill by ID from Zoho Books
Create Bill
Create a new bill from a vendor in Zoho Books
Update Bill
Update an existing bill in Zoho Books
Delete Bill
Delete a bill from Zoho Books
List Contacts
Retrieve a list of contacts (customers and vendors) from Zoho Books
Get Contact
Retrieve details of a specific contact by ID from Zoho Books
Create Contact
Create a new contact (customer or vendor) in Zoho Books
Update Contact
Update an existing contact in Zoho Books
Delete Contact
Delete a contact from Zoho Books
List Credit Notes
Retrieve a list of credit notes from Zoho Books
Get Credit Note
Retrieve details of a specific credit note by ID from Zoho Books
Create Credit Note
Create a new credit note for a customer in Zoho Books
Delete Credit Note
Delete a credit note from Zoho Books
Create Currency
Add a new currency to Zoho Books
Get Currency
Retrieve details of a specific currency by ID from Zoho Books
Update Currency
Update a currency configuration in Zoho Books
Delete Currency
Remove a currency from Zoho Books
Create Exchange Rate
Add a manual exchange rate entry for a currency in Zoho Books
Delete Exchange Rate
Delete a manual exchange rate entry for a currency in Zoho Books
Get Current Exchange Rate
Retrieve the current market exchange rate for a currency in Zoho Books
Update Exchange Rate
Update an exchange rate entry for a currency in Zoho Books
List Customer Payments
Retrieve a list of customer payments (payments received) from Zoho Books
Get Customer Payment
Retrieve details of a specific customer payment by ID from Zoho Books
Create Customer Payment
Record a new customer payment (payment received) in Zoho Books
Delete Customer Payment
Delete a customer payment from Zoho Books
List Debit Notes
Retrieve a list of vendor credits (debit notes) from Zoho Books
Get Debit Note
Retrieve details of a specific vendor credit (debit note) by ID from Zoho Books
Create Debit Note
Create a new vendor credit (debit note) in Zoho Books
Delete Debit Note
Delete a vendor credit (debit note) from Zoho Books
List Estimates
Retrieve a list of estimates (quotes) from Zoho Books
Get Estimate
Retrieve details of a specific estimate by ID from Zoho Books
Create Estimate
Create a new estimate (quote) in Zoho Books
Update Estimate
Update an existing estimate in Zoho Books
Delete Estimate
Delete an estimate from Zoho Books
List Expenses
Retrieve a list of expenses from Zoho Books
Get Expense
Retrieve details of a specific expense by ID from Zoho Books
Create Expense
Record a new expense in Zoho Books
Update Expense
Update an existing expense in Zoho Books
Delete Expense
Delete an expense from Zoho Books
Get Unified Credentials
Get the current Zoho Books connection’s unified credentials and identity.
IAM Auth Test
Check the current Zoho Books token and return the raw /users/me response.
List Unified Organizations
List unified organizations in Zoho Books.
Get Unified Organization
Get a unified Zoho Books organization by ID.
List Unified Roles
List unified roles in Zoho Books.
Get Unified Role
Get a unified Zoho Books role by ID.
List Unified Users
List unified users in Zoho Books.
Get Unified User
Get a unified Zoho Books user by ID.
List Invoices
Retrieve a list of invoices from Zoho Books
Get Invoice
Retrieve details of a specific invoice by ID from Zoho Books
Create Invoice
Create a new invoice in Zoho Books
Update Invoice
Update an existing invoice in Zoho Books
Delete Invoice
Delete a draft invoice from Zoho Books
Get Organization
Retrieve details of the Zoho Books organization
List Organizations
Retrieve a list of all organizations accessible with the current credentials
List Chart Of Accounts
Retrieve the chart of accounts from Zoho Books
Get Account
Retrieve details of a specific account from the chart of accounts
List Journals
Retrieve a list of journal entries from Zoho Books
Create Account
Create a new account in the Zoho Books chart of accounts
Update Account
Update an existing account in the Zoho Books chart of accounts
Delete Account
Delete an account from the Zoho Books chart of accounts
Activate Account
Mark an inactive account as active in Zoho Books
Create Journal Entry
Create a new manual journal entry in Zoho Books
Get Journal Entry
Retrieve details of a specific journal entry by ID from Zoho Books
Update Journal Entry
Update an existing journal entry in Zoho Books
Delete Journal Entry
Delete a journal entry from Zoho Books
List Projects
Retrieve a list of projects from Zoho Books
Get Project
Retrieve details of a specific project by ID from Zoho Books
Create Project
Create a new project in Zoho Books
Update Project
Update an existing project in Zoho Books
Delete Project
Delete a project from Zoho Books
List Project Tasks
Retrieve a list of tasks for a specific project in Zoho Books
Create Task
Add a new task to a project in Zoho Books
Get Task
Retrieve details of a specific task within a project in Zoho Books
Update Task
Update an existing task within a project in Zoho Books
Delete Task
Delete a task from a project in Zoho Books
Assign User To Project
Assign a user to a project in Zoho Books
List Purchase Orders
Retrieve a list of purchase orders from Zoho Books
Get Purchase Order
Retrieve details of a specific purchase order by ID from Zoho Books
Create Purchase Order
Create a new purchase order in Zoho Books
Update Purchase Order
Update an existing purchase order in Zoho Books
Delete Purchase Order
Delete a purchase order from Zoho Books
List Recurring Invoices
Retrieve a list of recurring invoice profiles from Zoho Books
Get Recurring Invoice
Retrieve details of a specific recurring invoice profile by ID
Create Recurring Invoice
Create a new recurring invoice profile in Zoho Books
Update Recurring Invoice
Update an existing recurring invoice profile in Zoho Books
Delete Recurring Invoice
Delete a recurring invoice profile from Zoho Books
List Sales Orders
Retrieve a list of sales orders from Zoho Books
Get Sales Order
Retrieve details of a specific sales order by ID from Zoho Books
Create Sales Order
Create a new sales order in Zoho Books
Update Sales Order
Update an existing sales order in Zoho Books
Delete Sales Order
Delete a sales order from Zoho Books
List Items
Retrieve a list of items (products and services) from Zoho Books
Get Item
Retrieve details of a specific item by ID from Zoho Books
Create Item
Create a new item (product or service) in Zoho Books
Update Item
Update an existing item in Zoho Books
Delete Item
Delete an item from Zoho Books
List Taxes
Retrieve a list of taxes configured in Zoho Books
List Currencies
Retrieve a list of currencies configured in Zoho Books
List Users
Retrieve a list of users in Zoho Books
Update User
Update a user in Zoho Books
Get Preferences
Retrieve organization preferences from Zoho Books
List Vendor Payments
Retrieve a list of vendor payments (payments made) from Zoho Books
Get Vendor Payment
Retrieve details of a specific vendor payment by ID from Zoho Books
Create Vendor Payment
Record a new vendor payment (payment made) in Zoho Books
Delete Vendor Payment
Delete a vendor payment from Zoho Books
Events
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No tags found
46 events
Event
Description
Tags
Webhook Verification
Acknowledges the validation ping Zoho Books sends when a webhook is created, and any delivery without a StackOne event h…
Verification
Invoice Created
Processes Zoho Books invoice created events, fired when an invoice is created.
InvoicesWebhooks
Invoice Updated
Processes Zoho Books invoice updated events, fired when an invoice is edited, including status changes.
InvoicesWebhooks
Invoice Deleted
Processes Zoho Books invoice deleted events, fired when an invoice is deleted.
InvoicesWebhooks
Estimate Created
Processes Zoho Books estimate created events, fired when an estimate is created.
EstimatesWebhooks
Estimate Updated
Processes Zoho Books estimate updated events, fired when an estimate is edited, including status changes.
EstimatesWebhooks
Estimate Deleted
Processes Zoho Books estimate deleted events, fired when an estimate is deleted.
EstimatesWebhooks
Sales Order Created
Processes Zoho Books sales order created events, fired when a sales order is created.
Sales OrdersWebhooks
Sales Order Updated
Processes Zoho Books sales order updated events, fired when a sales order is edited, including status changes.
Sales OrdersWebhooks
Sales Order Deleted
Processes Zoho Books sales order deleted events, fired when a sales order is deleted.
Sales OrdersWebhooks
Credit Note Created
Processes Zoho Books credit note created events, fired when a credit note is created.
Credit NotesWebhooks
Credit Note Updated
Processes Zoho Books credit note updated events, fired when a credit note is edited, including status changes.
Credit NotesWebhooks
Credit Note Deleted
Processes Zoho Books credit note deleted events, fired when a credit note is deleted.
Credit NotesWebhooks
Customer Payment Created
Processes Zoho Books customer payment created events, fired when a customer payment is created.
Customer PaymentsWebhooks
Customer Payment Updated
Processes Zoho Books customer payment updated events, fired when a customer payment is edited, including status changes.
Customer PaymentsWebhooks
Customer Payment Deleted
Processes Zoho Books customer payment deleted events, fired when a customer payment is deleted.
Customer PaymentsWebhooks
Recurring Invoice Created
Processes Zoho Books recurring invoice created events, fired when a recurring invoice is created.
Recurring InvoicesWebhooks
Recurring Invoice Updated
Processes Zoho Books recurring invoice updated events, fired when a recurring invoice is edited, including status change…
Recurring InvoicesWebhooks
Recurring Invoice Deleted
Processes Zoho Books recurring invoice deleted events, fired when a recurring invoice is deleted.
Recurring InvoicesWebhooks
Bill Created
Processes Zoho Books bill created events, fired when a bill is created.
BillsWebhooks
Bill Updated
Processes Zoho Books bill updated events, fired when a bill is edited, including status changes.
BillsWebhooks
Bill Deleted
Processes Zoho Books bill deleted events, fired when a bill is deleted.
BillsWebhooks
Purchase Order Created
Processes Zoho Books purchase order created events, fired when a purchase order is created.
Purchase OrdersWebhooks
Purchase Order Updated
Processes Zoho Books purchase order updated events, fired when a purchase order is edited, including status changes.
Purchase OrdersWebhooks
Purchase Order Deleted
Processes Zoho Books purchase order deleted events, fired when a purchase order is deleted.
Purchase OrdersWebhooks
Vendor Credit Created
Processes Zoho Books vendor credit created events, fired when a vendor credit is created.
Vendor CreditsWebhooks
Vendor Credit Updated
Processes Zoho Books vendor credit updated events, fired when a vendor credit is edited, including status changes.
Vendor CreditsWebhooks
Vendor Credit Deleted
Processes Zoho Books vendor credit deleted events, fired when a vendor credit is deleted.
Vendor CreditsWebhooks
Vendor Payment Created
Processes Zoho Books vendor payment created events, fired when a vendor payment is created.
Vendor PaymentsWebhooks
Vendor Payment Updated
Processes Zoho Books vendor payment updated events, fired when a vendor payment is edited, including status changes.
Vendor PaymentsWebhooks
Vendor Payment Deleted
Processes Zoho Books vendor payment deleted events, fired when a vendor payment is deleted.
Vendor PaymentsWebhooks
Expense Created
Processes Zoho Books expense created events, fired when an expense is created.
ExpensesWebhooks
Expense Updated
Processes Zoho Books expense updated events, fired when an expense is edited, including status changes.
ExpensesWebhooks
Expense Deleted
Processes Zoho Books expense deleted events, fired when an expense is deleted.
ExpensesWebhooks
Customer Created
Processes Zoho Books customer created events, fired when a customer is created.
ContactsWebhooks
Customer Updated
Processes Zoho Books customer updated events, fired when a customer is edited, including status changes.
ContactsWebhooks
Customer Deleted
Processes Zoho Books customer deleted events, fired when a customer is deleted.
ContactsWebhooks
Vendor Created
Processes Zoho Books vendor created events, fired when a vendor is created.
ContactsWebhooks
Vendor Updated
Processes Zoho Books vendor updated events, fired when a vendor is edited, including status changes.
ContactsWebhooks
Vendor Deleted
Processes Zoho Books vendor deleted events, fired when a vendor is deleted.
ContactsWebhooks
Project Created
Processes Zoho Books project created events, fired when a project is created.
ProjectsWebhooks
Project Updated
Processes Zoho Books project updated events, fired when a project is edited, including status changes.
ProjectsWebhooks
Project Deleted
Processes Zoho Books project deleted events, fired when a project is deleted.
ProjectsWebhooks
Item Created
Processes Zoho Books item created events, fired when an item is created.
ItemsWebhooks
Item Updated
Processes Zoho Books item updated events, fired when an item is edited, including status changes.
ItemsWebhooks
Item Deleted
Processes Zoho Books item deleted events, fired when an item is deleted.
ItemsWebhooks