Integrate Zoho Books with Domo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Zoho Books
When this happens...
New Sales Invoice
Sales Invoice Updated
Domo
Automatically do this!
Create DataSet
Create List
Update List
Create Group
Create Project
Update Project
List Projects
Create User
Create DataSet in Domo when New Sales Invoice in Zoho Books
Use this flowCreate List in Domo when New Sales Invoice in Zoho Books
Use this flowUpdate List in Domo when New Sales Invoice in Zoho Books
Use this flowCreate Group in Domo when New Sales Invoice in Zoho Books
Use this flowCreate Project in Domo when New Sales Invoice in Zoho Books
Use this flowUpdate Project in Domo when New Sales Invoice in Zoho Books
Use this flowList Projects from Domo when New Sales Invoice in Zoho Books
Use this flowCreate User in Domo when New Sales Invoice in Zoho Books
Use this flowCreate DataSet in Domo when Sales Invoice Updated in Zoho Books
Use this flowCreate List in Domo when Sales Invoice Updated in Zoho Books
Use this flowEverything you can automate between Zoho Books and Domo.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new sales invoice is created in Zoho Books.
Runs when a sales invoice is updated
Runs when new DataSet is created
Runs when a new card is created in Domo.
Runs when a new task is created.
Runs when a new project is created.
Action is the task that follows automatically within your Zoho Books integrations.
Creates a new invoice for a selected customer.
Creates a new customer or updates an existing customer in Zoho Books.
Update an existing invoice’s customer, line items, taxes, discounts, shipping, tags, or custom fields.
Finds an existing invoice in Zoho Books and returns its details.
Creates a new item.
Gets a list of your organizations.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn moreDomo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.
Learn moreSign up for a free viaSocket account, then authorize both your Zoho Books and Domo 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 Domo 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 Domo. No coding required.
Yes. You can set up a workflow where Zoho Books triggers actions in Domo, and a separate workflow where Domo 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 Domo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Books and Domo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.