Connect Zoho Books and Zoho POS to Build Intelligent Automations
Choose a Trigger
When this happens...
New Sales Invoice
New Updated Sales Invoice
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Inventory Item
Update inventory item
Create Item Group
Create Contact Person
Add Tax Rate
Create Pricebook
Create Sales Order
Create sales invoice
Record Customer Payment
List Invoices
Update Contact Person
Update Group Item
Update Invoice
Update Customer Payment
Delete contact
Delete contact person
Get Inventory Items
Delete item group
Delete tax
Delete a sales order
Delete invoice
Delete a customer payment
Delete bill by number
Ready to use Zoho Books and Zoho POS automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Triggers when a new sales invoice is created.
New Updated Sales Invoice
Triggers when a sales invoice is updated.
New Bill Added
Detects newly created bills in your Zoho POS account.
New Item Added
Detects newly created items in your Zoho POS account
New Contact Added
Detects newly created contacts in your Zoho POS account automatically
New Invoice Added
runs when new invoice is added
Do thisActions
Action is the task that follows automatically within your Zoho Books integrations.
Create Invoice
Creates a new invoice for a selected customer.
Create Customer
Creates a new customer.
Find Invoice
Finds an existing Invoice.
Create Item
Creates a new item.
Create Estimate
Generates a new estimate for a customer or lead.
Get all Invoices
Get a list of all invoices.
Know More About Zoho Books and ZohoPos Integrations
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Frequently Asked Questions
To start, connect both your Zoho Books and Zoho POS accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Books triggers actions in Zoho POS (or vice versa).
Absolutely. You can customize how Zoho Books data is recorded in Zoho POS. This includes choosing which data fields go into which fields of Zoho POS, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Books and Zoho POS typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Books and Zoho POS. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn MoreAbout Zoho POS
Zoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.
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