InteGreat 03: Integrating Zoho Creator with Zoho Books

InteGreat 03: Integrating Zoho Creator with Zoho Books



Hi everyone,

Today, we'll look at how to integrate your Zoho Creator app with Zoho Books. This is one of the most popular Zoho integrations that our customers use. 

You can use this integration to automate processes like:

  • Creating quotes and invoices in Zoho Books from within Zoho Creator
  • Accessing quotes, bills, and invoices from within Zoho Creator
  • Linking bills and invoices to a project and performing profit calculations

With Deluge, you can use the built-in integration task to connect with the different modules in Zoho Books. Here are the different Zoho Book modules that we support:

  • Contacts
  • Invoices
  • Customer Payments
  • Items
  • Estimates
  • Recurring Invoices
  • Expenses

Add data to Zoho Books


You can add a record when submitting a Zoho Creator form and have it simultaneously added in Zoho Books, without re-entering the data a second time in Books. You can do this with the zoho.books.createRecord() Deluge task.

Syntax:
  1. <response> = zoho.books.createRecord(<module>, <orgID>, <params>);
Use case:

Let's say you're collecting details about your resellers using a Creator form, and you need to pass this information on to Books to send them an estimate or a sales order. That is, whenever a new reseller is added to Creator, we'd need to create a new contact in Books.

The "Add New Reseller" form has the following fields:

  • Name (single line field type)
  • Company Name (single line field type)
To create this record simultaneously in the Contacts module of Zoho Books, you need to execute the zoho.books.create() task in the On Success actions block of the "Add New Reseller" form. Thus, whenever you fill in the "Add New Reseller" form and submit it, it automatically creates a record in Zoho Books with the relevant details.

You can achieve this using the following script:

  1. resellerInfo = Map();
  2. resellerInfo.put("contact_name",input.Name);
  3. resellerInfo.put("company_name",input.Company_Name);
  4. response = zoho.books.createRecord("Contacts","<ORG ID OF ZOHO
  5. BOOKS>,resellerInfo);
For more details click here.

Fetch data from Zoho Books:

Similarly, you can fetch data from Zoho Books and have it populate a Zoho Creator form. You can achieve this by using the zoho.books.getRecords() task in Zoho Creator.

Syntax:
  1. <response> = zoho.books.getRecords (<module>, <orgID>,<search>);
Use case:

This task works if you want to fetch the list of all your product items stored in Zoho Books and populate them in a drop-down field in Zoho Creator.

The "Customer Details" form has the following fields:

  • Customer Name (single line field type)
  • Items (dropdown field type)
You can fetch the name of each item from the Items module and populate the items field using the ui.add() task. All you need to do is write the below script in the On Load action block of the Zoho Creator form.

  1. response = zoho.books.getRecords("Items",<ORG ID OF ZOHO BOOKS> );
  2. itemList= response.get("items").toJSONList();
  3. for each item in itemList
  4. {
  5. input.Items:ui.add(item.getJSON("item_name"));
  6. }
For more details on this task please click here.

Update Data in Zoho Books

Next, let's look at how to update records in Zoho Books by simply submitting a form with the relevant details in Creator. You can achieve this by using the zoho.books.updateRecord() task in Creator.

Syntax:

  1. <response> = zoho.books.updateRecord(<module>, <orgID>, <contactID>, <params>);
Use case:

Let's say you're updating the reseller information that you entered earlier using the Zoho Creator form. Now, you need to update this information in Zoho Books as well.

The "Add New Reseller" form has the following fields:

  • Name (single line field type)
  • Company Name (single line field type)
We can trigger this task with the "On Validate" action of the form.

You can achieve this using the following script:

  1. if(old.Name != input.Name // check if the Name is changed when you edited the record
  2. {
  3. search=encodeUrl(old.Name);
  4. sp1 = zoho.books.getRecords("Contacts",<ORG ID FROM
  5. BOOKS>,"contact_name=" + search);
  6. contact_id = sp1.get("contacts").get(0).getJSON("contact_id");
  7. Update_Map = Map();
  8. Update_Map.put("contact_name",input.Name);
  9. resp = zoho.books.updateRecord("Contacts",<ORG ID FROM
  10. BOOKS>,contact_id,Update_Map);
  11. }
For more details, please check here.

 

We hope this post on Zoho Books integration was useful to you. If you have any questions, feel free to add them as comments below. We'll be happy to address them all for you!

    • Recent Topics

    • Boosting efficiency through faster ticket rendering

      This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times and

    • Narrative 15: Blueprint - Automate, guide, and transform your support processes

      Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when their

    • Every rating counts: Shaping customer experience

      We are back to that beautiful time of the year. It is the season to reflect, be thankful, and appreciate everything that has happened throughout the year. Thanksgiving is a time we connect with our family, friends, and relatives to strengthen relationships,

    • Different MRP / Pricing for same product but different batches

      We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 

    • Batch/lot # and Storage bin location

      Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature

    • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

      Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • Writer update results in BitDefender blocking it as malware

      After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.

    • Zia Conversation Summary: Context at a glance for every customer interaction

      Hello everyone! Every customer conversation tells a story—but in CRM, that story is rarely in one place. A sales rep moving between multiple leads has to reopen long email threads, check call remarks, and revisit meeting notes just to remember what was

    • Zoho Books - New Interface keep details with PDF View

      Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between

    • Zoho One Unified Portal - Applications

      Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned

    • Dropdown data depends on filters in another field.

      In my quote form I have a lookup field called Reseller that pulls from Accounts. I would like it to pull from Accounts, but only those accounts with an account field 'Type' where that is 'Reseller'. Does anyone know a way to do this? Similarly, I'd like

    • Automatically CC an address using Zoho CRM Email Templates

      Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

    • Refresh frequency

      Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

    • Refund

      My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before

    • WhatsApp Calling Integration via Zoho Desk

      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

    • Can we generate APK and IOS app?

      Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 

    • Text/SMS With Zoho Desk

      Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as

    • Add "Fetch Composite Item" Action for Inventory

      I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

    • Calling Function via REST API with API Key gives 401 using Zoho Developer

      Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer

    • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

      Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.

    • Embed CRM record images in email templates

      I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I

    • Assign multiple departments to multiple helpcenters

      Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help

    • Zoho Desk Training

      Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?

    • Advanced Customization of the Help Center using JavaScript

      Hello everyone, The Help Center in Zoho Desk can be customized by using HTML and CSS to provide structure and enhance the page's appearance—but what if you want to add interactive and dynamic elements? You can add these effects with JavaScript, a programming

    • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

      Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

    • Edit default "We are here to help you" text in chat SalesIQ widget

      Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

    • PO Based Advance payment to Vendor

      We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.

    • Converting Customer Invoice to Purchase Bill

      Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

    • Getting Project Template List using the REST API

      I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates

    • How to get Quickbooks Desktop Info into Zoho?

      Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do

    • ZeptoMail API Request

      We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is

    • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

      Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by

    • Automated log-out/session end

      I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 

    • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

      Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

    • Mass import of documents into Zoho Writer

      I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:

    • When will it be possible to edit Subform records via either views or tabular reports?

      Hey there, data maintenance often requires mass update of quite a lot of records. While this is a piece of cake via either List view or Zoho sheet view, the same cannot be carried out for subform records yet. When one of the two options will be made available?

    • Subform auto populate values

      Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from

    • Add System Pre-Defined Lookup Field to Subform?

      Hi there! New to using Zoho, so this may already exist, but I'm having trouble figuring it out. Is there a way to get the system pre-defined Account Lookup field (in our case, renamed to Company Name), as the starting point for a subform? In our company,

    • Next Page