Zoho Books

Zoho Books is a cloud-based accounting software designed for businesses to manage their finances, automate business workflows, and collaborate with accountants in real-time. It offers a comprehensive suite of features that simplify core accounting tasks and provide visibility into a company’s financial health.

How to add Zoho Books to ZBrain Flow

1. Click on the ‘+’ button within your ZBrain Flow.

2. Search for Zoho Books.

3. Select Zoho Books from the list of available options.

4. The primary action available for Zoho Books integration is the 'Custom API Call', which grants flexible access to all Zoho Books API endpoints.

How to create a Zoho Books connection in ZBrain Flow

1. Navigate to the connection dropdown:

   • From the 'Connection' dropdown, click on 'Create connection'.

2. In the connection setup dialog, provide the following details:

   • Connection name: Enter a name for your connection.

   • Select location: Select your Zoho domain based on your region:

• zoho.com – US

• zoho.eu – Europe

• zoho.com.au – Australia

• zoho.jp – Japan

• zoho.in – India

• zohocloud.ca – Canada

1. Start authentication:

   • Click ‘Connect’ to initiate the authentication process.

2. Log in:

   • A pop-up window will appear, prompting you to log in to Zoho Books. Enter your credentials to proceed.

3. Grant permissions:

   • Approve the required permissions to allow ZBrain Flow to access your Zoho Books data.

4. Save the connection:

   • Click ‘Save’ to finalize the setup.

Once connected, ZBrain Flow can interact with Zoho Books, enabling operations like retrieving, updating, and automating data flow between Zoho Books and other platforms.

How to send custom API calls to specific endpoints

ZBrain Flow allows advanced integration with Zoho Books through Custom API Calls, giving you the ability to execute any supported API operation.

Configuration steps:

1. Select a connection:

   • Choose an existing connection or click on Create New Connection to establish a new connection.

2. Choose the HTTP method: Select the appropriate HTTP request method based on the action you want to perform:

• GET – Retrieve resources (e.g., invoices, customers).

• POST – Create new resources (e.g., bills, estimates).

• PATCH – Update specific fields of existing resources.

• PUT – Replace existing resources entirely.

• DELETE – Remove specific records.

• HEAD – Retrieve header information without the response body.

1. Add headers:

   • Define additional headers required for the API request. Authorization headers are automatically added by default. You can click '+ Add Item' to add more custom headers if needed.

2. Add query parameters:

   • Customize your API request with query parameters to filter results or specify additional options. Use the '+ Add Item' option to add more parameters as needed.

3. Enter JSON body:

   • Provide the request data in JSON format for structured communication with the API.

4. Set timeout:

   • Define the request timeout duration (in seconds) to prevent long-running API calls from stalling.

• Insert dynamic values: Use the ‘f’ icon to dynamically insert values from your ZBrain Flow for greater flexibility.