Create and manage invoices, estimates, sales orders, customers, contacts, items, expenses, employees, and payments in your Zoho Books accounting.
Zoho Books actions
Ask in plain language — Praxivara picks the right Zoho Books action, runs it, and confirms anything sensitive first.
Get the connected Zoho Books organization profile.
List customers and vendors, optionally filtered by name.
Fetch a single contact by id.
Create a new customer / contact.
Update an existing contact.
Delete a contact by id.
Add a new employee.
List products / services, optionally filtered by name.
Fetch an item by id.
Create a product or service item.
List recent invoices, optionally for one customer.
Fetch an invoice by id.
Create a customer invoice with line items.
Update an existing invoice.
Email an invoice to the customer.
Mark a draft invoice as sent.
Void an invoice.
Delete an invoice by id.
Record a customer payment, optionally applied to an invoice.
List recorded customer payments.
List recent estimates / quotes.
Fetch an estimate by id.
Create a customer estimate / quote with line items.
List recent sales orders.
Fetch a sales order by id.
Create a sales order with line items.
Update an existing sales order.
List recent expenses.
Fetch an expense by id.
Record an expense.
Make a custom API call to any Zoho Books endpoint.
Zoho Books triggers
Events in Zoho Books that can start an automation on their own — no clicks required once you set it up.
Fires when a new invoice is created in Zoho Books (any status, including draft).
Fires when an invoice is marked as sent / emailed to the customer.
Fires when an invoice is fully paid in Zoho Books.
Fires when a partial payment is applied and a balance remains on the invoice.
Fires when an unpaid invoice passes its due date and becomes overdue.
Fires when an invoice is voided in Zoho Books.
Fires when a new estimate / quote is created.
Fires when a customer accepts an estimate.
Fires when a customer declines an estimate.
Fires when an estimate is converted into an invoice.
Fires when a new sales order is created.
Fires when a sales order is marked confirmed.
Fires when a sales order is fully fulfilled / closed.
Fires when a customer payment is recorded in Zoho Books.
Fires when a credit note is created for a customer.
Fires when a credit note is applied to an invoice (credit consumed).
Fires when a new customer contact is created.
Fires when a customer contact's details are edited.
Fires when a new vendor contact is created.
Fires when a vendor contact's details are edited.
Fires when a new vendor bill is recorded.
Fires when a vendor bill is fully paid.
Fires when an unpaid bill passes its due date.
Fires when a payment is made to a vendor in Zoho Books.
Fires when a new expense is recorded.
Fires when a new purchase order is created.
Fires when a purchase order is marked issued / sent to the vendor.
Fires when a new recurring invoice profile is set up.
Fires each time a recurring profile generates a new child invoice.
Fires when a new item (product or service) is added to the catalog.
What you can ask in plain English
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