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

    • Zoho CRM + Zoho FSM : alignez vos équipes commerciales et techniques

      La vente est finalisée, mais le parcours client ne fait que commencer ! Dans les entreprises orientées service, conclure une vente représente seulement la première étape. Ce qui suit — installation, réparation ou maintenance régulière — influence grandement

    • Top Bar Shifting issue still not fixed yet

      I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling

    • Power of Automation:: Automate the process of updating project status based on a specific task status.

      Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer

    • Attention API Users: Upcoming Support for Renaming System Fields

      Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties

    • Billing Management: #3 Billing Unbilled Charges Periodically

      We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during the

    • No bank feeds from First National Bank South Africa since 12 September

      I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expect

    • Citation Problem

      I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and was

    • Open Sans Font in Zoho Books is not Open Sans.

      Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

    • Failing to generate Access and Refresh Token

      Hello.  I have two problems: First one when generating Access and Refresh Token I get this response:  As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to get

    • Zeptomail 136.143.188.150 blocked by SpamCop

      Hi - it looks like this IP is being blocked, resulting in hard bounces unfortunately :( "Reason: uncategorized-bounceMessage: 5.7.1 Service unavailable; Client host [136.143.188.150] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.150

    • Apply transaction rules to multiple banks

      Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.

    • How to bulk update records with Data Enrichment by Zia

      Hi, I want to bulk update my records with Data Enrichment by Zia. How can I do this?

    • Need Guidance on SPF Flattening for Zoho Mail Configuration

      Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare

    • How do I split a large CSV file into smaller parts for import into Zoho?

      Hi everyone, I’m trying to upload a CSV file into Zoho, but the file is very large (millions of rows), and Zoho keeps giving me errors or takes forever to process. I think the file size is too big for a single import. Manually breaking the CSV into smaller

    • Client Script Payload Size Bug

      var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":

    • Messages not displayed from personal LinkedIn profile

      Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

    • lead convert between modules

      Hello, The workflow we set up to automatically transfer leads registered via Zapier into the Patients module to the Leads module started to malfunction unexpectedly on September 25, 2025, at 11:00 AM. Under normal circumstances, all fields filled in the

    • Flow Task Limits - How to Monitor, Understand Consumption?

      So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,

    • Cross References Do Not Update Correctly

      I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including

    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

    • How to Track and Manage Schedule Changes in Zoho Projects

      Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledges

    • Is there a notification API when a new note is addeding

      Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?

    • Collaborate Feature doesn't work

      Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post

    • Edit Permission during and after approval?

      When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?

    • Zoho web and mobile application not workingn

      Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.

    • Introducing the revamped What's New page

      Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

    • Bulk Moving Images into Folders in the Library

      I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missing

    • Latest updates in Zoho Meeting | Breakout rooms and End to end encryption

      Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encrypted

    • Systematic SPF alignment issues with Zoho subdomains

      Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

    • Accidentally deleted a meeting recording -- can it be recovered?

      Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?

    • How to access email templates using Desk API?

      Trying to send an email to the customer associated to the ticket for an after hours notification and can't find the API endpoint to grab the email template. Found an example stating it should be: "https://desk.zoho.com/api/v1/emailtemplates/" + templateID;

    • Update Portal User Name using Deluge?

      Hey everyone. I have a basic intake form that gathers some general information. Our team then has a consultation with the person. If the person wants to move forward, the team pushes a CRM button that adds the user to a creator portal. That process is

    • Unable to retrieve Contact_Name field contents using Web API in javascript function

      Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related

    • Updating Woocommerce Variation Products Prices Via Zoho CRM

      I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.

    • Emails Disappearing From Inbox

      I am experiencing the unnerving problem of having some of the messages in my inbox just disappear.  It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet.  I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found

    • Power of Automation :: Automatic removal of project users once the project status is changed.

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • Customizing Form Questions per Recipient Group in Zoho Campaigns/Forms

      Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. For

    • Every time an event is updated, all participants receive an update email. How can I deactivate this?

      Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

    • Forms - Notification When Response Submitted

      How do I set it up to generate an email notification when a response (class request) is submitted?

    • How to disable user entry on Answer Bot in Zobot

      Hi, I have an Answer Bot in my Zobot, here is the configuration: I only want the user to choose 1 of the 4 the options I have provided: When no answer found, user chooses 'I'll rephrase the question' or 'Ask a different question When answer is found,

    • Next Page