Connect Zoho Books and Apollo
Integrate Zoho Books with Apollo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Company Details from Apollo when New Sales Invoice in Zoho Books
Get Company Details from Apollo when Sales Invoice Updated in Zoho Books
Create Account in Apollo when When a new estimate is created in Zoho Books
Create Contact in Apollo when When a new estimate is created in Zoho Books
Create Deal in Apollo when When a new estimate is created in Zoho Books
Popular Zoho Books + Apollo flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Books
When this happens...
New Sales Invoice
Sales Invoice Updated
When a new estimate is created
When a new customer is created
Choose an action
Apollo
Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Search Contacts
Update Contact
Update Deal
Search People by Email
Get Company Details
List All Deals
Search Email Sequences
Add Contacts to Sequence
Remove Contacts From Sequence
Search Accounts
Search People by Filters
Find People by Identifiers
Get Company Details from Apollo when New Sales Invoice in Zoho Books
Use this flowGet Company Details from Apollo when Sales Invoice Updated in Zoho Books
Use this flowCreate Account in Apollo when When a new estimate is created in Zoho Books
Use this flowCreate Contact in Apollo when When a new estimate is created in Zoho Books
Use this flowCreate Deal in Apollo when When a new estimate is created in Zoho Books
Use this flowCreate Task in Apollo when When a new estimate is created in Zoho Books
Use this flowUpdate Account in Apollo when When a new estimate is created in Zoho Books
Use this flowSearch Contacts in Apollo when When a new estimate is created in Zoho Books
Use this flowUpdate Contact in Apollo when When a new estimate is created in Zoho Books
Use this flowUpdate Deal in Apollo when When a new estimate is created in Zoho Books
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Books and Apollo.
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Runs when a new sales invoice is created in Zoho Books.
Sales Invoice Updated
Runs when a sales invoice is updated
When a new estimate is created
Runs the workflow automatically whenever a new estimate is created in the account.
When a new customer is created
Runs the workflow automatically whenever a new customer is created in the account.
When a new account is created in Apollo
Runs the workflow automatically whenever a new account is created in Apollo.
When a new contact is created in Apollo
Runs the workflow automatically whenever a new contact is created in Apollo.
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 Or Update Customer
Creates a new customer or updates an existing customer in Zoho Books.
Update Invoice
Update an existing invoice’s customer, line items, taxes, discounts, shipping, tags, or custom fields.
Update Contact
Update a customer's details by their customer ID.
Find Invoice
Finds an existing invoice in Zoho Books and returns its details.
Create Item
Creates a new item.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Zoho Books and Apollo workflows.
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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 moreSimilar apps
About Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Books and Apollo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho Books and Apollo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Apollo. No coding required.
Yes. You can set up a workflow where Zoho Books triggers actions in Apollo, and a separate workflow where Apollo triggers actions in Zoho Books. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho Books and Apollo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Books and Apollo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
