Exact Online + Zoho Books Integrations

See the kind of workflows teams build with Exact Online and Zoho Books below — describe the exact one you want above and the Agent builds it on demand.

Exact Online + Zoho Books When an account is created or updated in Exact Online, sync client account information to Zoho Books. See details

Mirror new invoices across systems When a new invoice is created in Exact Online, automatically create the identical invoice in Zoho Books so financial records stay synchronized. See details

Replicate payments received When a payment is received in Zoho Books, record the payment in Exact Online to maintain consistent cash flow balances. See details

Keep customer profiles aligned When customer details are updated in Exact Online, automatically sync the customer record in Zoho Books to eliminate mismatched billing contacts. See details

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Triggers & actions for Exact Online and Zoho Books

Everything Exact Online and Zoho Books can do inside a workflow — the triggers that start one and the actions that run when it fires.

Exact Online Explore Exact Online →

Exact Online is a cloud business software offering integrated accounting, enterprise resource planning, and financial management tools.

Triggers

New or Updated Account

Triggers when an account is created or updated.

New or Updated Bank Account

Triggers when a bank account is created or updated.

New or Updated Bank Entry

Triggers when a bank entry is created or updated.

New or Updated Cash Entry

Triggers when a cash entry is created or updated.

New or Updated Contact

Triggers when a contact is created or updated.

New or Updated Project Cost Transaction

Triggers when a project cost transaction is created or updated.

Actions

Accept Quotation

Accepts a quotation in the system.

Complete Sales Order (Close Backorder)

Completes a sales order administratively: closes the remaining goods delivery (backorder), the outstanding invoice amount, or both, without delivering or invoicing further. IRREVERSIBLE — per Exact: "Once completed, this action cannot be undone." At least one of Complete Remaining Delivery / Complete Outstanding Invoice must be set to true; this action refuses to send a request in which both are false. Requires the Manufacturing or Wholesale & Distribution package. Not replay-safe by design: re-running on an already-completed order is expected to be refused or ignored by Exact server-side, but this is not live-verified — verify the order status in Exact before re-running.

Complete Sales Order Line

Completes a single sales order line administratively: closes the remaining goods delivery, the outstanding invoice amount, or both, for that line only — without delivering or invoicing further. IRREVERSIBLE — per Exact: "Once completed, this action cannot be undone." At least one of Complete Remaining Delivery / Complete Outstanding Invoice must be set to true; this action refuses to send a request in which both are false. Requires the Manufacturing or Wholesale & Distribution package. Not replay-safe by design: re-running on an already-completed line is expected to be refused or ignored by Exact server-side, but this is not live-verified — verify the line in Exact before re-running.

Create Account

Creates an account in the system.

Create Address

Creates an address in the system.

Create Bank Account

Creates a bank account in the system.

Zoho Books Explore Zoho Books →

Zoho Books is a cloud accounting software that helps small businesses track finances, manage invoices, create quotes, and automate payment workflows.

Triggers

New Customer

Triggers when a new customer is created.

New Estimate

Triggers when a new estimate is created.

New Expense

Triggers when an expense is created.

New Sales Invoice

Triggers when a new sales invoice is created.

New Item

Triggers when a new item is created.

Actions

Create Customer

Creates a new customer.

Create Estimate

Creates a new estimate.

Create Sales Invoice

Creates a new sales invoice.

Create Item

Creates a new item.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

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