Connect Zoho Books and Drip
Integrate Zoho Books with Drip to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Zoho Books + Drip 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
Choose an action
Drip
Automatically do this!
Add Tag to Subscriber
Remove Tag From Subscriber
Subscribe to Campaign
Trigger Event
Create Invoice in Zoho Books when New Subscriber in Drip
Use this flowCreate Or Update Customer in Zoho Books when New Subscriber in Drip
Use this flowUpdate Invoice in Zoho Books when New Subscriber in Drip
Use this flowFind Invoice in Zoho Books when New Subscriber in Drip
Use this flowCreate Item in Zoho Books when New Subscriber in Drip
Use this flowGet Organizations from Zoho Books when New Subscriber in Drip
Use this flowCreate Estimate in Zoho Books when New Subscriber in Drip
Use this flowFind Projects in Zoho Books when New Subscriber in Drip
Use this flowFind Items in Zoho Books when New Subscriber in Drip
Use this flowFind Customer in Zoho Books when New Subscriber in Drip
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Books and Drip.
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
New Subscriber
Triggers when a new subscriber is added to Drip.
New Subscriber Tag
Triggers when a new tag is applied to a subscriber.
Remove Subscriber Tag
Triggers when a tag is removed from a subscriber.
New Custom Event
Triggers when a subscriber performs a custom event.
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.
Find Invoice
Finds an existing invoice in Zoho Books and returns its details.
Create Item
Creates a new item.
Get Organizations
Gets a list of your organizations.
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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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 Drip
Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Books and Drip 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 Drip 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 Drip. No coding required.
Yes. You can set up a workflow where Zoho Books triggers actions in Drip, and a separate workflow where Drip 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 Drip. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Books and Drip integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
