Finance & accounting
Zoho books for your Agent
Flow can read invoices, payments and accounts in Zoho books and use the figures in your bids.
It asks for your approval before it changes anything in Zoho books. Connect by signing in with Zoho books.
Connect Zoho books in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Zoho books.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Zoho books.
What Flow can do depends on what Zoho books offers through its API and on the access you choose.
Things to ask
Type these to Flow once Zoho books is connected.
- Zoho books
Pull our turnover for the last three years from Zoho books for the financial standing section.
- Zoho books
List unpaid Zoho books invoices from public buyers.
About Zoho books
Zoho Books is a cloud-based accounting platform for invoicing, expenses, and finance management. It streamlines collaboration and automates business finances in real-time.
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