Connect Zoho Books and Twenty
Integrate Zoho Books with Twenty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Company in Twenty when New Sales Invoice in Zoho Books
Update Company in Twenty when New Sales Invoice in Zoho Books
Delete Company from Twenty when New Sales Invoice in Zoho Books
List All Companies from Twenty when New Sales Invoice in Zoho Books
List All Attachments from Twenty when New Sales Invoice in Zoho Books
Popular Zoho Books + Twenty 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
When a new estimate is created
When a new customer is created
Choose an action
Twenty
Automatically do this!
Create Company
Update Company
Delete Company
List All Companies
List All Attachments
List All Calender Events
List All TimeLine Activities
List All People
List All Opportunities
List All Tasks
List All Notes
List All Views
List All ViewFilters
List All MessageThreads
List All Messages
List All MessageChannels
List All MessageFolders
List All CalendarEventParticipants
List All ConnectedAccounts
Create Person
Update Person
Delete Person
Create Task
Update Task
Delete Task
Create Opportunity
Update Opportunity
Delete Opportunity
Create Note
Update Note
Delete Note
Create Blocklist
Update Blocklist
Delete Blocklist
Create Attachment
Update Attachment
Delete Attachments
Create Favorite
Update Favorite
Delete Favorite
Create Message
Update Message
Delete Messages
Create Company in Twenty when New Sales Invoice in Zoho Books
Use this flowUpdate Company in Twenty when New Sales Invoice in Zoho Books
Use this flowDelete Company from Twenty when New Sales Invoice in Zoho Books
Use this flowList All Companies from Twenty when New Sales Invoice in Zoho Books
Use this flowList All Attachments from Twenty when New Sales Invoice in Zoho Books
Use this flowList All Calender Events from Twenty calendar when New Sales Invoice in Zoho Books
Use this flowList All TimeLine Activities from Twenty when New Sales Invoice in Zoho Books
Use this flowList All People from Twenty when New Sales Invoice in Zoho Books
Use this flowList All Opportunities from Twenty when New Sales Invoice in Zoho Books
Use this flowList All Tasks from Twenty when New Sales Invoice in Zoho Books
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Books and Twenty.
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
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
Runs the workflow automatically whenever a new customer is created in the account.
New Message
Triggers when a new message is created
Updated Message
Triggers when an existing message is updated
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.
Update Contact
Update a customer's details by their customer ID.
Find Invoice
Finds an existing invoice in Zoho Books and returns its details.
Create Item
Creates a new item.
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 Twenty
Twenty is a platform designed to enhance social interactions and event planning, making it easier for users to connect with friends and organize gatherings. It offers tools for scheduling, managing invitations, and tracking RSVPs, all aimed at simplifying the process of bringing people together.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Books and Twenty 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 Twenty 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 Twenty. No coding required.
Yes. You can set up a workflow where Zoho Books triggers actions in Twenty, and a separate workflow where Twenty 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 Twenty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Books and Twenty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
