Popular Zoho Books + Easybill flows

Start from a real workflow other teams are already running.

Choose a trigger

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Zoho Books

When this happens...

Choose an action

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Easybill

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between Zoho Books and Easybill.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new sales invoice is created

When a new sales invoice is created

Runs the workflow automatically whenever a new sales invoice is created in your Zoho Books account.

When a sales invoice is updated

When a sales invoice is updated

Runs the workflow automatically when a sales invoice is updated in the account.

When a new estimate is created

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

When a new customer is created

Runs the workflow automatically whenever a new customer is created in the account.

New Document Created

New Document Created

Triggered when a new Document is created in Easybill.

Project Updated

Project Updated

Triggered when an project is updated in Easybill.

Do thisActions

Action is the task that follows automatically within your Zoho Books integrations.

Create Invoice

Create Invoice

Create an invoice for a customer.

Create or Update Customer

Create or Update Customer

Create or update a customer in Zoho Books.

Update Invoice

Update Invoice

Update an existing invoice's customer, line items, taxes, discounts, shipping, tags, payment options, contact persons, or custom fields.

Find Invoices

Find Invoices

Search Zoho Books for one or more invoices by ID, number, customer, amount, date, status, or text and return their details.

Create Product or Service

Create Product or Service

Add a new product or service to your catalog.

List Organizations

List Organizations

List your organizations, with options to return only active ones, search by a field (exact or partial match), and select specific fields.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Easybill
Easybill + Zoho Books
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About Easybill

Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.

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Frequently Asked Questions

How do I connect Zoho Books and Easybill?

Sign up for a free viaSocket account, then authorize both your Zoho Books and Easybill 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Zoho Books and Easybill as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Zoho Books to Easybill?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Easybill. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Zoho Books triggers actions in Easybill, and a separate workflow where Easybill triggers actions in Zoho Books. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Zoho Books and Easybill. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Zoho Books and Easybill integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.