OpenEmail + Zoho Books

Connect Zoho Books once. Then ask the assistant in OpenEmail to look things up in it, or to do things there for you.

Open mailGet StartedAll connectorsFree to startAsks before it changes anything

Accounting

About Zoho Books

Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem

Actions: 265

What the assistant can do in Zoho Books

A few of the things it can do once Zoho Books is connected.

Look things up

These run as soon as you ask.

  • Convert Purchase Order To Bill

    Retrieve bill data from purchase orders for conversion

  • Get Chart Of Account

    Fetch details of a specific chart of account

  • Get Contact

    Fetch details of a specific contact

  • Get Credit Note

    Fetch details of a specific credit note by ID

  • Get Estimate

    Fetch details of a specific estimate

Make changes

It shows you what it is about to do and waits for your OK.

  • Apply Credit Note to Invoice

    Apply a credit note to one or more invoices in Zoho Books

  • Apply Credits to Invoice

    Apply credit notes to an invoice in Zoho Books

  • Create Bank Account

    Create a bank or credit card account

  • Create Bank Transaction

    Create a manual bank transaction

  • Create Chart Of Account

    Create a new chart of account in Zoho Books

How it works

Three steps

Connect Zoho Books

Sign in to Zoho Books from the Connectors page. There is nothing to install.

Ask in plain words

Ask the assistant in OpenEmail. It finds the right action in Zoho Books and runs it.

Stay in control

Lookups run at once. Anything that changes Zoho Books waits for your OK.

Price

Free to start

The Free plan includes 2 connected apps and 10 AI actions a day. You can pause or disconnect Zoho Books whenever you like.

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