I
n our earlier posts, we covered how to create, test,
and publish an extension f
or Zoho Finance suite applications. Moving forward, we'll look specifically at instances relating to one of the products from the Zoho Finance suite: Zoho Books.In this post, we'll explore the key features listed below that are available in the Zoho Books extension developer portal.
- Automation and customization
- Seamless integration
- Widgets
- Event-based data transfer and notifications
- Extension configuration
Automation and customization
These are defined sets of rules that automatically execute operations and customize standards for tailoring modules and fields.
Achieving it in Zoho Books
The Zoho Books extension developer portal provides a variety of automation features, including workflows (rules, actions, and triggers), custom actions, and schedules. There are also customization features, like creating custom modules and fields, adding buttons, and including related lists for both standard and custom modules.
Example use case
Automate emails to customers in various organizations based on their accounts receivable (A/R), so that different emails are sent indicating different actions that will be taken against them based on the total value of credit payments they owe.
By using an extension, you can easily add a new custom field for accounts receivable and specify workflow rules to send an email based on the value.
Widgets
A widget is a user interface that displays data to the end-user in order to facilitate their understanding or collects input data from them in order to perform additional operations.
Achieving it in Zoho Books
The developer portal's widget feature helps create a user interface or run a client-side script. You can easily design and develop user interfaces with any web development framework; these widgets could gather user input, if required, and, based on those inputs, perform logical operations.
Example use case
Issue a mortgage lien release (certificate of release) to a borrower who has paid off their mortgage completely. This certificate indicates that the lien on the borrower's property has been released and they have regained title ownership. In this situation, a customized widget can be developed to collect personalized inputs, such as the issuing bank's (lender's) information and a customized message to be sent to the borrower, before sending the certificate out.
Seamless integration
A seamless integration or tightly coupled integration to establishes a connection between applications for data transfer and synchronization.
Achieving it in Zoho Books
The Connections feature in the Zoho Books extension developer portal can be used to achieve seamless integrations.
You can establish connections between Zoho Books and other apps by:
➤ Using the default, ready-to-use connections offered in the Zoho Books extension developer portal
➤ Creating customized connections for the applications you want to integrate with Zoho Books
Example use case
You can sync data between Zoho Books and Shopify, running your business more efficiently by completing activities from a single app and reducing manual data entry.
This data sync can be achieved by establishing a connection between these apps using the Connections feature. This enables seamless collaboration between sales and finance operations; sales contacts can be added as Zoho Books customers, and invoices issued in Zoho Books can be instantly logged and synced in Shopify.
Event-based data transfer and notifications
These are real-time notifications or actions that are triggered and executed in response to the occurrence of a real-time event.
Achieving it in Zoho Books
Webhooks and signals on the developer portal facilitate real-time data updates and notifications in Zoho Books.
The webhooks feature enhances the connection between two applications. It allows you to capture the occurrence of an event and collect and post the real-time data as an update to another application.
The Zoho Books extension developer portal provides support for both incoming and outgoing webhooks, allowing real-time data updates to Zoho Books from another application and vice versa.
The signals feature allows you to receive real-time notifications.
Example use case
A finance meeting is planned and organized using an event management app, and future potential clients are gathered from the meeting. If the follow-up is successful and a client would like an event organized, it's scheduled for them.
In this case, webhooks capture the occurrence of the event being created, collect the event-related data, update it in Zoho Books, and generate an invoice for the event. Signals can be used to display real-time notifications when new customers are added to Zoho Books.
Extension configuration
Manage extension configuration by allowing users to provide their preferences or user-specific data and perform actions when extensions are installed or uninstalled.
Achieving it in Zoho Books
Global fields and installation actions help achieve extension setup and execute installation-related scripts.
- You can either create global fields to collect input from users or design widgets (with global fields, if necessary), allowing users to provide inputs and choices to configure and use the extension.
- Perform custom actions during the extension's installation and uninstallation.
Example use case
You can sync and manage Zoho Books projects with Trello, a project management platform, to create customized task views and visually manage tasks.
This is easy to accomplish with global fields and installation actions. Since Trello requires an API key to establish a safe connection with another app, we can add a global field for it in Zoho Books. After installing the extension, users can provide their user-specific API key to establish a secure connection between the apps. Then, an install action script can be created to transfer records.
In this post, we've covered an overview of the features available while developing a Zoho Books extension and how they might be useful. We'll explore each of these features in detail in upcoming posts. We hope you found this information helpful. Keep following us for more posts!
SEE MORE
Recent Topics
Quick way to add a field in Chat Window
I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connecting
How to create a two way Sync with CRM Contacts Module?
Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator app
Zoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
Allow Manual Popup Canvas Size Control
Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected
Where is the settings option in zoho writer?
hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
How to set page defaults in zoho writer?
hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
Develop and publish a Zoho Recruit extension on the marketplace
Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
How to import data from PDF into Zoho Sheet
I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password
Zoho Projects Android app: Integration with Microsoft Intune
Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through
Cant't update custom field when custom field is external lookup in Zoho Books
Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap
Wrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
About Zoneminder (CCTV) and Zoho People
Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand
Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
Create CRM Deal from Books Quote and Auto Update Deal Stage
I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
How to show branch instead of org name on invoice template?
Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?
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?
Kaizen #223 - File Manager in CRM Widget Using ZRC Methods
Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps
Set connection link name from variable in invokeurl
Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?
We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console
I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search
Timeline Tracker
Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clicked
Primary / Other Billing Contacts
If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contacts
Missing Import Options
Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
Is it possible to enforce a single default task for all users in a Zoho Projects ?
In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users
[Free Webinar] Zoho Creator webinars - Learning Table and Creator Tech Connect Series in 2026
Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! Learning
Reply and react to comments
Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum
Restrict Users access to login into CRM?
I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to
Module Customisation - Lookup function not available
Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.
zoho click, and nord VPN
Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off
Zoho Calender
a) does the clanender in zoho project allow you to see the name of the event in the celnder view, it currently says either "Task (1) or "Milestoen (1)" b) Alternatively does the calender in Zoho project integrate with zoho calender?
Matching ZOHO Payments in Banking
Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out how
Team Gamification
Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,
Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
New Enhancements to Zoho CRM and Zoho Creator Integration
Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by
Work Type - Limitation
Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.
Emails sent through Bigin are not posting in IMAP Sent folder
I have set up my email to work from within Bigin using IMAP. I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc. I want all my emails to populate my email client (outlook & iphone email) whether or
Turning the page for Zoho SalesIQ: 2025 to 2026
As we wrap up 2025, we would like to take a moment to reflect on what we set out to achieve this year, what we’ve delivered, and where we’re headed next. What we focused on in 2025 This year was all about strengthening the core of engagement and AI, making
Stage-probability mapping feature in custom module
Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025
We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,
Next Page