Connect Zoho Books and Lemlist
Integrate Zoho Books with Lemlist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Zoho Books when Unsubscribed Recipient in Lemlist
Create Or Update Customer in Zoho Books when Unsubscribed Recipient in Lemlist
Update Invoice in Zoho Books when Unsubscribed Recipient in Lemlist
Find Invoice in Zoho Books when Unsubscribed Recipient in Lemlist
Create Item in Zoho Books when Unsubscribed Recipient in Lemlist
Popular Zoho Books + Lemlist 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
Lemlist
Automatically do this!
Add Lead to campaign
Search Lead
Add Recipient to Unsubscribe List
Resume Lead From All Campaigns
Remove Lead From Unsubscribe
Remove Lead From Campaign
Pause Lead From All Campaign
Unsubscribe a Lead
Mark a Lead From One Campaign as Not Interested
Mark a Lead From One Campaign as Interested
Update Lead From Campaign
Get User Information
Get Lead by email or Id
Export Campaign Leads
Create Lead in Campaign
Create Campaign
Get Campaigns
Pause Campaign
Create Invoice in Zoho Books when Unsubscribed Recipient in Lemlist
Use this flowCreate Or Update Customer in Zoho Books when Unsubscribed Recipient in Lemlist
Use this flowUpdate Invoice in Zoho Books when Unsubscribed Recipient in Lemlist
Use this flowFind Invoice in Zoho Books when Unsubscribed Recipient in Lemlist
Use this flowCreate Item in Zoho Books when Unsubscribed Recipient in Lemlist
Use this flowGet Organizations from Zoho Books when Unsubscribed Recipient in Lemlist
Use this flowCreate Estimate in Zoho Books when Unsubscribed Recipient in Lemlist
Use this flowFind Projects in Zoho Books when Unsubscribed Recipient in Lemlist
Use this flowFind Items in Zoho Books when Unsubscribed Recipient in Lemlist
Use this flowFind Customer in Zoho Books when Unsubscribed Recipient in Lemlist
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Books and Lemlist.
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
Unsubscribed Recipient
Triggers when a recipient be unsubscribes from an email subscription list.
New Campaign
Triggers when a new campaign is created.
New Company
Triggers when a new company is created.
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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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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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 Lemlist
lemlist is an email outreach platform that enables users to create, send, and track personalized email campaigns. It offers features like automated follow-ups, A/B testing, and detailed analytics to help improve email outreach efforts.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Books and Lemlist 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 Lemlist 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 Lemlist. No coding required.
Yes. You can set up a workflow where Zoho Books triggers actions in Lemlist, and a separate workflow where Lemlist 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 Lemlist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Books and Lemlist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
