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Finance & Accounting

Connect Zoho Books to Sortment

Connect Zoho Books to Sortment so its AI agents can use billing and payment data to trigger renewal, payment and upgrade campaigns. You approve every change.

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Actions
265
Triggers
—
Authentication
OAuth2
Category
Finance & Accounting

What Sortment's agents can do in Zoho Books

265 actions. The ones lifecycle programs use most are shown first.

  • Add Contact Address
  • Add Invoice Comment
  • Add Purchase Order Comment
  • Add Sales Order Comment
  • Create Bank Account
  • Create Chart Of Account
  • Create Contact
  • Create Contact Person
  • Create Customer Payment Refund
  • Create Invoice From Sales Order
  • Create Recurring Invoice
  • Create Reporting Tag
  • Create Bank Account Rule
  • Create User
  • Create Vendor Payment
  • Send Payment Reminder
  • Send Bulk Invoice Reminder
  • Send Contact Email
  • Update Contact
  • Update Contact Person
  • Update Invoice
  • Update Invoice Attachment Preference
  • Update Invoice Billing Address
  • Update Invoice Shipping Address
  • Update Invoice Template
  • Update Project User
  • Update Purchase Order Billing Address
  • Update Purchase Order Comment
  • Update Recurring Invoice Template
  • Update Reporting Tag
  • Update Reporting Tag Options
  • Update Sales Order
  • Update Sales Order Attachment Preference
  • Update Sales Order Billing Address
  • Update Sales Order Shipping Address
  • Update Sales Order Template
Show all 265 actions
  • Update User
  • Update Vendor Payment Refund
  • Add Bill Attachment
  • Add Bill Comment
  • Add Project Comment
  • Add Vendor Credit Comment
  • Create Bank Transaction
  • Create Currency
  • Create Employee
  • Create Exchange Rate
  • Create Expense
  • Create Item
  • Create Journal
  • Create Location
  • Create Project
  • Create Recurring Bill
  • Create Recurring Expense
  • Create Sales Receipt
  • Create Time Entry
  • Create Vendor Credit
  • Import Bank Statements
  • Update Bank Transaction
  • Update Vendor Bill
  • Update Credit Note Refund
  • Update Currency
  • Update Custom Fields in Item
  • Update Estimate
  • Update Estimate Billing Address
  • Update Estimate Shipping Address
  • Update Estimate Template
  • Update Item
  • Update Journal
  • Update Location
  • Update Organization
  • Update Project
  • Update Recurring Bill
  • Bulk Export Invoices PDF
  • Bulk Print Invoices
  • Bulk Export Sales Orders PDF
  • Get All Tag Options
  • Get Bank Account
  • Get Chart Of Account
  • Get Contact
  • Get Contact Address
  • Get Contact Person
  • Get Contact Statement Mail
  • Get Estimate Email
  • Get Invoice
  • Get Invoice Attachment
  • Get Invoice Email
  • Get Journal Credits List (v4 Beta)
  • Get Journals List (v4 Beta)
  • Get Payment Reminder Mail Content
  • Get Project User
  • Get Purchase Order
  • Get Recurring Invoice
  • Get Sales Order
  • Get Sales Order Attachment
  • Get Sales Order Email Content
  • Get User
  • List Bank Accounts
  • List Bank Rules
  • List Bank Transactions
  • List Base Currency Adjustments
  • List Bill Comments and History
  • List Bill Payments
  • List Bills
  • List Chart Of Accounts
  • List Chart of Account Transactions
  • List Contact Comments
  • List Contact Persons
  • List Contact Refunds
  • List Contacts
  • List Credit Note Refunds
  • List Credit Notes
  • List Currencies
  • List Customer Payment Refunds
  • List Customer Payments
  • List Employees
  • List Estimate Comments & History
  • List Estimates
  • List Estimate Templates
  • List Expense Comments
  • List Expenses
  • List Fixed Assets
  • List Fixed Asset Types
  • List Invoice Comments and History
  • List Invoice Credits Applied
  • List Invoice Payments
  • List Invoices
  • List Invoice Templates
  • List Item Details
  • List Items
  • List Journal Templates
  • List Locations
  • List Organizations
  • List Projects
  • List Project Users
  • List Purchase Orders
  • List Recurring Bill History
  • List Recurring Invoice History
  • List Reporting Tags
  • List Retainer Invoices
  • List Sales Order Comments & History
  • List Sales Orders
  • List Sales Receipts
  • List Tasks
  • List Taxes
  • List Tax Exemptions
  • List Users
  • List Vendor Credit Refunds
  • List Vendor Credit Refunds
  • List Vendor Credits
  • List Vendor Payment Refunds
  • List Vendor Payments
  • Mark Contact as Active
  • Mark Contact as Inactive
  • Mark Invoice As Sent
  • Mark Reporting Tag as Active
  • Mark Reporting Tag as Inactive
  • Mark Reporting Tag Default Option
  • Mark Retainer Invoice Sent
  • Mark Sales Order Void
  • Mark Tag Option Active
  • Mark Tag Option as Inactive
  • Mark User as Inactive
  • Bulk Print Sales Orders
  • Bulk Export Estimates PDF
  • Get Base Currency Adjustment
  • Get Bill
  • Get Bill Attachment
  • Get Credit Note
  • Get Currency
  • Get Estimate
  • Get Expense
  • Get Item
  • Get Journal Details V4
  • Get Last Imported Statement
  • Get Matching Bank Transactions
  • Get Opening Balance
  • Get Organization
  • Get Project
  • Get Vendor Credit Refund
  • Mark Bill Open
  • Mark Bill Void
  • Mark Estimate As Sent
  • Mark Item as Active
  • Mark Item as Inactive
  • Mark Location Active
  • Mark Location as Inactive
  • Mark Location Primary
  • Mark Project Active
  • Mark Vendor Credit Void
  • Bulk Print Estimates
  • Activate Bank Account
  • Apply Credit Note to Invoice
  • Apply Credits to Invoice
  • Categorize As Customer Payment Refund
  • Convert Purchase Order To Bill
  • Email Contact Statement
  • Email Estimate
  • Email Invoice
  • Enable Contact Payment Reminder
  • Enable Contact Portal
  • Enable Invoice Payment Reminder
  • Open Sales Order
  • Resume Recurring Invoice
  • Stop Recurring Invoice
  • Untrack Contact 1099
  • Void Invoice
  • Write Off Invoice
  • Accept Estimate
  • Apply Credits to Bill
  • Categorize Uncategorized Transaction
  • Clone Project
  • Exclude Bank Transaction
  • Deactivate Bank Account
  • Delete Bank Account
  • Delete Bill Payment
  • Delete Bulk Customer Payments
  • Delete Bulk Vendor Payments
  • Delete Chart of Account
  • Delete Chart Of Account Transaction
  • Delete Contact
  • Delete Contact Address
  • Delete Contact Person
  • Delete Customer Payment
  • Delete Customer Payment Refund
  • Delete Invoice
  • Delete Invoice Attachment
  • Delete Invoice Comment
  • Delete Invoice Document
  • Delete Invoice Payment
  • Delete Purchase Order
  • Delete Purchase Order Attachment
  • Delete Purchase Order Comment
  • Delete Recurring Invoice
  • Delete Bank Account Rule
  • Delete Sales Order Comment
  • Delete Vendor Payment
  • Disable Contact Payment Reminder
  • Disable Invoice Payment Reminder
  • Delete Bank Transaction
  • Delete Bill
  • Delete Bill Attachment
  • Delete Bill Comment
  • Delete Credit Note
  • Delete Credit Note Comment
  • Delete Credit Note Refund
  • Delete Currency
  • Delete Employee
  • Delete Estimate
  • Delete Exchange Rate
  • Delete Expense
  • Delete Expense Receipt
  • Delete Item
  • Delete Journal Comment V4
  • Delete Journal Document
  • Delete Journals
  • Delete Journal (v4 Beta)
  • Delete Location
  • Delete Project Comment (v4 Beta)
  • Delete Project Task
  • Delete Project V4
  • Delete Recurring Bill
  • Delete Sales Receipt
  • Delete Time Entry
  • Delete Vendor Credit
  • Delete Vendor Credit Refund

How it works

  1. 1

    Connect

    Connect it in Settings › Connectors. Most tools take one click to authorise.

  2. 2

    Put agents to work

    Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.

  3. 3

    Approve and measure

    You review every change before it goes live, and Sortment measures the lift.

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See Sortment work with Zoho Books.

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No migration · Works alongside your existing stack