MYOB Business Integration | Zoho Flow

MYOB Business

What is MYOB Business?  

MYOB (Mind Your Own Business) Business offers business management solutions like accounting, payment, CRM, and professional tax solutions.

How to connect your MYOB Business account to Zoho Flow  

  1. Select the required trigger and click Next.
  2. If there are no other MYOB Business connections in your account, click Connect. 



    Alternatively, you can create a new connection by navigating to Settings, then clicking Connections. Click Create connection and choose MYOB Business.
  3. Enter a connection name and click Authorize.
  4. Enter the credentials of your RingCentral account in the pop-up and click Next.

API documentation

If you experience any MYOB Business related errors in your flows or if you wish to learn more about the MYOB Business API, you can check out the API documentation.


Triggers and actions available in Zoho Flow

Triggers
Actions
Triggers

Customer created or updated 
Triggers when a customer is created or updated. Use this trigger to sync customer details with your CRM or notify your team when a new customer is added.

Employee created or updated 
Triggers when an employee record is created or updated. Use this trigger to sync employee details with your HR app or send a welcome notification when a new employee is added.

Item created or updated 
Triggers when an item is created or updated. Use this trigger to sync item details with your e-commerce store or update product information across your apps.

Item invoice created or updated 
Triggers when an invoice for an item is created or updated. Use this trigger to notify your team, update payment records, or sync invoice details with your accounting app.

Item quote created or updated 
Triggers when a quote for an item is created or updated. Use this trigger to notify your sales team or follow up with a customer when a quote is ready.

Item sales order created or updated 
Triggers when a sales order for an item is created or updated. Use this trigger to update your inventory or notify your fulfilment team when a new order is placed.

Job created or updated 
Triggers when a job is created or updated. Use this trigger to sync job details with your project management app or notify the relevant team members.

Miscellaneous invoice created or updated 
Triggers when an invoice for a miscellaneous item is created or updated. Use this trigger to update payment records or notify your finance team.

Personal contact created or updated 
Triggers when a personal contact is created or updated. Use this trigger to sync contact details with your CRM or address book app.

Professional invoice created or updated 
Triggers when a professional invoice is created or updated. Use this trigger to notify your team or update payment records in your accounting app.

Service invoice created or updated 
Triggers when an invoice for a service is created or updated. Use this trigger to notify your team, track payment status, or sync invoice details with your accounting app.

Service quote created or updated 
Triggers when a quote for a service is created or updated. Use this trigger to notify your sales team or send a follow-up email to the customer.

Service sales order created or updated 
Triggers when a sales order for a service is created or updated. Use this trigger to notify your team or update your service delivery schedule.

Supplier created or updated 
Triggers when a supplier is created or updated. Use this trigger to sync supplier details with your vendor management app or notify your procurement team.

Time billing invoice created or updated 
Triggers when a time billing invoice is created or updated. Use this trigger to track billable hours or notify your finance team when a new invoice is raised.
Actions

Create customer
Creates a new customer. For example, automatically add a customer when a new contact is created in your CRM or when a new order is placed in your e-commerce store.

Create employee 
Creates a new employee record. For example, add a new employee when an offer letter is accepted in your HR app.

Create inventory adjustment 
Creates a new inventory adjustment. For example, automatically adjust stock levels when an order is fulfilled or when a return is processed.

Create item 
Creates a new item. For example, add a new product when it is listed in your e-commerce store or when a new SKU is added in your inventory app.

Create item bill 
Creates a new bill for an item. For example, generate a bill when a purchase order is received or when goods are delivered.

Create item invoice 
Creates a new invoice for an item. For example, raise an invoice automatically when an item order is confirmed in your store.

Create item purchase order 
Creates a new purchase order for an item. For example, generate a purchase order when stock falls below a minimum threshold.

Create item quote 
Creates a new quote for an item. For example, send a quote to a customer when they request pricing for a product.

Create item sales order 
Creates a new sales order for an item. For example, create a sales order when a new order is placed in your e-commerce store.

Create job 
Creates a new job. For example, create a job when a new project is added to your project management app.

Create personal contact 
Creates a new personal contact. For example, add a contact when a new lead is captured in your CRM or when someone fills out a form.

Create service bill 
Creates a new bill for a service. For example, generate a bill when a service is completed and approved by the client.

Create service invoice 
Creates a new invoice for a service. For example, raise an invoice when a service request is marked as complete.

Create service purchase order 
Creates a new purchase order for a service. For example, create a purchase order when a new service contract is signed.

Create service quote 
Creates a new quote for a service. For example, send a quote when a customer enquires about a service via your website or support app.

Create service sales order 
Creates a new sales order for a service. For example, create a sales order when a service booking is confirmed.

Create supplier 
Creates a new supplier. For example, add a supplier when a new vendor is onboarded through your procurement app.

Email invoice 
Sends an existing invoice to a customer by email. For example, automatically email an invoice to the customer as soon as it is raised.

Fetch customer 
Fetches the details of an existing customer, such as their contact information, billing address, and account status, using the customer ID or other identifiers. For example, retrieve customer details to update a record in your CRM.

Fetch employee 
Fetches the details of an existing employee, such as their contact information, role, and employment status, using the employee ID or other identifiers. For example, retrieve employee details to sync with your HR app.

Fetch item 
Fetches the details of an existing item, such as its description, price, and stock level, using the item ID or other identifiers. For example, retrieve item details to update product information in your store.

Fetch item bill 
Fetches the details of an existing item bill, such as the line items, amounts, and status, using the bill ID or other identifiers. For example, retrieve bill details to reconcile records in your accounting app.

Fetch item invoice 
Fetches the details of an existing item invoice, such as the line items, due date, and payment status, using the invoice ID or other identifiers. For example, retrieve invoice details to update payment records in your app.

Fetch item purchase order 
Fetches the details of an existing item purchase order, such as the ordered items, quantities, and delivery status, using the purchase order ID or other identifiers. For example, retrieve purchase order details to track order status.

Fetch item quote 
Fetches the details of an existing item quote, such as the quoted items, pricing, and validity, using the quote ID or other identifiers. For example, retrieve quote details to follow up with a customer.

Fetch item sales order 
Fetches the details of an existing item sales order, such as the ordered items, quantities, and fulfilment status, using the sales order ID or other identifiers. For example, retrieve sales order details to update your fulfilment system.

Fetch job 
Fetches the details of an existing job, such as its status, assigned team, and timeline, using the job ID or other identifiers. For example, retrieve job details to update your project management app.

Fetch service bill 
Fetches the details of an existing service bill, such as the services billed, amounts, and status, using the bill ID or other identifiers. For example, retrieve bill details to verify charges before processing payment.

Fetch service invoice 
Fetches the details of an existing service invoice, such as the services rendered, due date, and payment status, using the invoice ID or other identifiers. For example, retrieve invoice details to update payment records.

Fetch service purchase order 
Fetches the details of an existing service purchase order, such as the services ordered and delivery status, using the purchase order ID or other identifiers. For example, retrieve purchase order details to track service delivery.

Fetch service quote 
Fetches the details of an existing service quote, such as the quoted services, pricing, and validity, using the quote ID or other identifiers. For example, retrieve quote details to update your CRM with the latest pricing.

Fetch service sales order 
Fetches the details of an existing service sales order, such as the services ordered and fulfilment status, using the sales order ID or other identifiers. For example, retrieve sales order details to confirm service scheduling.

Fetch supplier 
Fetches the details of an existing supplier, such as their contact information, payment terms, and account status, using the supplier ID or other identifiers. For example, retrieve supplier details to update vendor records in your app.

Fetch tax code 
Fetches the details of an existing tax code, such as its rate and applicability, using the tax code ID or other identifiers. For example, retrieve tax code details to apply the correct tax rate in your invoices.

Record customer payment 
Records a payment received from a customer against an existing invoice. For example, log a payment automatically when a customer completes a transaction through your payment gateway.

Record supplier payment 
Records a payment made to a supplier against an existing bill. For example, log a payment when a vendor invoice is approved and cleared.

Update customer 
Updates the details of an existing customer. For example, sync customer information when it is updated in your CRM or support app.

Update item 
Updates the details of an existing item. For example, update product details such as price or description when they are modified in your e-commerce store.

Update item invoice 
Updates the details of an existing item invoice. For example, update an invoice when a line item is modified, a discount is applied, or the due date changes.

Update item sales order 
Updates the details of an existing item sales order. For example, update a sales order when a customer changes the quantity or delivery address.

Update supplier
Updates the details of an existing supplier. For example, sync supplier information when it is updated in your vendor management or procurement app.

Understanding line items in MYOB Business 

What are line items? 

In a flow, most fields store a single value, such as a customer name, invoice number, or due date. However, some records contain multiple related entries grouped together. These are called line items.

Line items are a group of repeating entries inside a single record. Instead of holding just one value, a line item field contains multiple rows of related data and each row usually follows the same structure.

For example, a Create item invoice action in MYOB Business can include multiple line item fields. Each line item is added as a separate row with its own values like item name, quantity, unit price, discount, and tax code. Together, these rows form the line items of that invoice.

When do you need them? 

When transferring data between applications, you'll need to map line items correctly, otherwise only partial data may be passed and some details could be missed.

Use line items whenever a record contains a list of entries instead of a single value. This is especially useful when you want to:

  • Create invoices or bills with multiple products or services, each with their own pricing and tax details.

  • Transfer order or quote details from one app to another while preserving per-row information.

  • Avoid manually entering each row of data.

Working with line items in MYOB Business

MYOB Business actions that support structured data, such as invoices, bills, purchase orders, quotes, and sales orders, include line item fields. Line items let you pass multiple rows of related data like a list of products or services across apps without writing custom formulas or functions.


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