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All integrations

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.

Pull our turnover for the last three years from Zoho books for the financial standing section.

Connect Zoho books in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Zoho books.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 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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