Connect Zoho Books and RemOnline
Integrate Zoho Books with RemOnline to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Invoice Statuses from RemOnline when New Sales Invoice in Zoho Books
Update Invoice in Zoho Books when Clients List from RemOnline
Find Invoice in Zoho Books when Clients List from RemOnline
Create Item in Zoho Books when Clients List from RemOnline
Get Organizations from Zoho Books when Clients List from RemOnline
Popular Zoho Books + RemOnline 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
RemOnline
Automatically do this!
Create Asset
Change Order Status
Find or Create Asset
Create a Lead
Create a Order
Create a Client
Find or Create Client
Create a Payment
List Tasks
List Inquiry Statuses
List Inquiry Types
List Inquiries
List Estimates
List Order Statuses
List Orders
List Invoice Statuses
List Invoices
List Warehouses
List Postings
List Assets
List Contacts
List Products
List Services
Get Company Settings
Get Locations
List Employees
Get Company Taxes
List Order/Estimate Types
Get Order/Estimate Custom Fields
Add Invoice Comment
Add Lead Comment
Add Order Comment
Add Task Comment
Changing Order Status
List Invoice Statuses from RemOnline when New Sales Invoice in Zoho Books
Use this flowUpdate Invoice in Zoho Books when Clients List from RemOnline
Use this flowFind Invoice in Zoho Books when Clients List from RemOnline
Use this flowCreate Item in Zoho Books when Clients List from RemOnline
Use this flowGet Organizations from Zoho Books when Clients List from RemOnline
Use this flowCreate Estimate in Zoho Books when Clients List from RemOnline
Use this flowFind Customer in Zoho Books when Clients List from RemOnline
Use this flowFind Items By SKU in Zoho Books when Clients List from RemOnline
Use this flowList Purchase Orders from Zoho Books when Clients List from RemOnline
Use this flowList All Invoices from Zoho Books when Clients List from RemOnline
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Books and RemOnline.
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
Clients List
The list of client you can use in the product.
Clients Update
The list of clients has been updated..
Get Task List
get task list
Get Orders
get the list of orders
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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AI will build it for you
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 RemOnline
RemOnline is a versatile, web-based platform designed to optimize and simplify various business operations. It provides powerful tools for managing customer relationships, tracking inventory, and overseeing sales processes, making it an ideal solution for businesses across different industries. Whether you're in retail, service-oriented sectors, or any field that requires efficient operations management, RemOnline offers a seamless approach to improving workflow, boosting productivity, and enhancing customer satisfaction. With its user-friendly interface and comprehensive features, the platform enables businesses to manage tasks more effectively and scale their operations with ease.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Books and RemOnline 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 RemOnline 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 RemOnline. No coding required.
Yes. You can set up a workflow where Zoho Books triggers actions in RemOnline, and a separate workflow where RemOnline 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 RemOnline. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Books and RemOnline integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
