Zoho Books + eSputnik Integration

Integrate eSputnik to Zoho Books in one click, or tell Integrately AI how you want each contact handled. Add contacts to your accounting system, create matching customer records, track payments, and update billing details automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Books
    Invoice is created in Zoho Books Instant
  • Zoho Books
    Customer payment is created in Zoho Books Instant
  • Zoho Books
    Vendor payment is created in Zoho Books Instant
  • Zoho Books
    Customer is created in Zoho Books Instant
  • Zoho Books
    Customer is updated in Zoho Books Instant
  • Zoho Books
    Sales order is created in Zoho Books Instant
  • Zoho Books
    Purchase order is created in Zoho Books Instant
  • Zoho Books
    Estimate is created in Zoho Books Instant
  • Zoho Books
    Expense is created in Zoho Books Instant
  • Zoho Books
    Item is created in Zoho Books Instant
  • Zoho Books
    Bill is created in Zoho Books Instant
  • Zoho Books
    Credit note is created in Zoho Books Instant
  • Zoho Books
    Delivery challan is created in Zoho Books Instant
  • Zoho Books
    Recurring bill is created in Zoho Books Instant
  • Zoho Books
    Recurring expense is created in Zoho Books Instant
  • Zoho Books
    Recurring invoice is created in Zoho Books Instant
  • Zoho Books
    Project is created in Zoho Books Instant
  • Zoho Books
    Vendor is created in Zoho Books Instant
  • Zoho Books
    Timesheet is created in Zoho Books Instant
  • eSputnik
    Contact is added to segments in eSputnik
Arrow Right
2.
  • Zoho Books
    Mark invoice as void in Zoho Books
  • Zoho Books
    Search vendor in Zoho Books
  • Zoho Books
    Create time entry in Zoho Books
  • Zoho Books
    Search time entry by project in Zoho Books
  • Zoho Books
    Update time entry in Zoho Books
  • Zoho Books
    Delete time entry in Zoho Books
  • Zoho Books
    Create project in Zoho Books
  • Zoho Books
    Get invoice Pdf by ID in Zoho Books
  • Zoho Books
    Mark invoice as draft in Zoho Books
  • Zoho Books
    Send an invoice in Zoho Books
  • Zoho Books
    Search invoice by combination of filter in Zoho Books
  • Zoho Books
    Update sales invoice in Zoho Books
  • Zoho Books
    Create sales invoice in Zoho Books
  • Zoho Books
    Search invoice in Zoho Books
  • Zoho Books
    Create customer in Zoho Books
  • Zoho Books
    Search customer in Zoho Books
  • Zoho Books
    Get customer by id in Zoho Books
  • Zoho Books
    Create item in Zoho Books
  • Zoho Books
    Search item in Zoho Books
  • Zoho Books
    Create estimate in Zoho Books
  • Zoho Books
    Create sales order in Zoho Books
  • Zoho Books
    Get line items by sales order ID in Zoho Books
  • Zoho Books
    Update sales order in Zoho Books
  • Zoho Books
    Create payment in Zoho Books
  • Zoho Books
    Search account in Zoho Books
  • Zoho Books
    Create purchase order in Zoho Books
  • Zoho Books
    Create task in Zoho Books
  • eSputnik
    Subscribe contact in eSputnik
  • eSputnik
    Send email in eSputnik
  • eSputnik
    Send SMS in eSputnik
  • eSputnik
    Add or Update Contact in eSputnik
  • eSputnik
    Send event in eSputnik

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for eSputnik + Zoho Books Integration

Create customers, update billing profiles, log transactions, and manage accounting records, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your eSputnik + Zoho Books flow

Sync your marketing contacts and accounting data with ecommerce platforms, payment gateways, and team chat channels. Pick a combination and activate it in one click.

Zoho Books
eSputnik
+
ShopifyShopify (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
S
E
Z
When a Shopify order is created, add or update the contact in eSputnik and create a sales invoice in Zoho Books
New Shopify orders instantly update your eSputnik contact list and generate a sales invoice in Zoho Books, keeping your marketing and accounting in sync.
S
E
Z
When a Shopify customer is created, add or update the contact in eSputnik and create a customer in Zoho Books
Every new Shopify customer is automatically registered in eSputnik and added as a customer profile in Zoho Books.
S
E
Z
When a Shopify product is created, send an event in eSputnik and create an item in Zoho Books
New Shopify products trigger an event in eSputnik and get added as inventory items in Zoho Books.
S
E
Z
When a Shopify refund is created, update the contact in eSputnik and create a credit note in Zoho Books
Refunds processed in Shopify update your eSputnik contact status and generate a credit note in Zoho Books.

Supported triggers and actions for Zoho Books and eSputnik

Mix and match to build the exact automation you need

Zoho Books
Zoho Books Triggers & Actions
Instant
Invoice is created in Zoho Books
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Customer payment is created in Zoho Books
Triggers the automation when payment is made by customer
Try it โ†’
Instant
Vendor payment is created in Zoho Books
Triggers the automation when a vendor payment is created
Try it โ†’
Instant
Customer is created in Zoho Books
Triggers the automation when a new customer is created
Try it โ†’
Instant
Customer is updated in Zoho Books
Triggers the automation when customer details are updated
Try it โ†’
Instant
Sales order is created in Zoho Books
Triggers the automation when a sales order is created
Try it โ†’
Instant
Purchase order is created in Zoho Books
Triggers the automation when a new purchase order is created
Try it โ†’
Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
Try it โ†’
Instant
Expense is created in Zoho Books
Triggers the automation when a new expense is added
Try it โ†’
Instant
Item is created in Zoho Books
Triggers the automation when a new item is created
Try it โ†’
Instant
Bill is created in Zoho Books
Triggers the automation when a new bill is created
Try it โ†’
Instant
Credit note is created in Zoho Books
Triggers the automation when a new credit note is generated
Try it โ†’
Instant
Delivery challan is created in Zoho Books
Triggers the automation when a Delivery challan is created
Try it โ†’
Instant
Recurring bill is created in Zoho Books
Triggers the automation when a recurring bill is created
Try it โ†’
Instant
Recurring expense is created in Zoho Books
Triggers the automation when a recurring expense is created
Try it โ†’
Instant
Recurring invoice is created in Zoho Books
Triggers the automation when a recurring invoice is created
Try it โ†’
Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
Try it โ†’
Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
Try it โ†’
Instant
Timesheet is created in Zoho Books
Triggers the automation when a timesheet is created
Try it โ†’
Mark invoice as void in Zoho Books
Mark an invoice status as void in ZohoBooks.
Try it โ†’
Search vendor in Zoho Books
Searches for a vendor
Try it โ†’
Create time entry in Zoho Books
Adds a new time entry
Try it โ†’
Search time entry by project in Zoho Books
Looks for a specific time entry
Try it โ†’
Update time entry in Zoho Books
Modifies an existing time entry
Try it โ†’
Delete time entry in Zoho Books
Removes a time entry from the system
Try it โ†’
Create project in Zoho Books
Generates a new project
Try it โ†’
Get invoice Pdf by ID in Zoho Books
Retrieves invoice Pdf based on their ID
Try it โ†’
Mark invoice as draft in Zoho Books
Marks an invoice as draft in Zoho Books
Try it โ†’
Send an invoice in Zoho Books
Invoice is sent
Try it โ†’
Search invoice by combination of filter in Zoho Books
Search invoices by combination of fields.
Try it โ†’
Update sales invoice in Zoho Books
Update sales invoice with pre-filled details
Try it โ†’
Create sales invoice in Zoho Books
Generates a new sales invoice with pre-filled details
Try it โ†’
Search invoice in Zoho Books
Locates and retrieves invoices with
Try it โ†’
Create customer in Zoho Books
Adds a new customer to the database
Try it โ†’
Search customer in Zoho Books
Locates and retrieves customer information
Try it โ†’
Get customer by id in Zoho Books
Retrieves customer information based on their id
Try it โ†’
Create item in Zoho Books
Generates a new item
Try it โ†’
Search item in Zoho Books
Locates and retrieves particular item information
Try it โ†’
Create estimate in Zoho Books
Adds a new contact to the contact list
Try it โ†’
Create sales order in Zoho Books
Generates a new sales order with pre-filled details
Try it โ†’
Get line items by sales order ID in Zoho Books
Retrieves line items associated with a sales order id
Try it โ†’
Update sales order in Zoho Books
Updates sales orders with the latest information
Try it โ†’
Create payment in Zoho Books
Generates and process a payment transaction
Try it โ†’
Search account in Zoho Books
Searches for account information
Try it โ†’
Create purchase order in Zoho Books
Generates a purchase order for approved requests
Try it โ†’
Create task in Zoho Books
Creates a new task
Try it โ†’
eSputnik
eSputnik Triggers & Actions
Contact is added to segments in eSputnik
Triggers the automation when a new contact is added to a segment
Try it โ†’
Subscribe contact in eSputnik
Subscribes a contact
Try it โ†’
Send email in eSputnik
Sends an email to a recipient
Try it โ†’
Send SMS in eSputnik
Sends a text message to particular recipients
Try it โ†’
Add or Update Contact in eSputnik
Adds new contact information or update existing contact details
Try it โ†’
Send event in eSputnik
Sends an event
Try it โ†’

What can you automate with eSputnik + Zoho Books?

Streamline your marketing data and accounting workflows with automated triggers and instant record updates.

What you can automate?
๐Ÿ”„
Sync eSputnik contacts to Zoho Books customers
Automatically create a customer record in Zoho Books whenever a contact is added to segments in eSputnik. Eliminate manual data entry and keep your financial profiles aligned with marketing data.
๐Ÿงพ
Generate invoices from marketing triggers
Create sales invoices or estimates in Zoho Books immediately after marketing events occur in eSputnik. Streamline your billing cycle right when prospects engage.
๐Ÿ””
Alert your team instantly on Slack
Notify your finance or sales channel in Slack the moment an invoice is created or a customer payment is received in Zoho Books. Keep your entire team updated on revenue milestones.
๐ŸŽฏ
Route records based on submitted criteria
Perform different follow-up actions depending on customer segment data or invoice values. Ensure high-value transactions receive priority handling across your connected tools.
๐Ÿ”„
Keep customer profiles up to date
Automatically update customer details in Zoho Books whenever contact information changes in eSputnik. Maintain accurate records across your marketing and accounting systems.
๐Ÿ›ก๏ธ
Add or update records without duplicates
Use intelligent upsert operations to add new contacts or update existing customer profiles in Zoho Books without creating duplicate database entries.
๐Ÿ’ณ
Handle payments and credit notes
Automatically record customer payments, issue credit notes, or create estimates in Zoho Books when financial statuses change in your connected apps.
๐Ÿ“Š
Log transaction data in spreadsheets
Extend your eSputnik and Zoho Books workflows to Google Sheets by logging every new invoice, payment, or contact record for custom reporting.
And much more...

Who is eSputnik + Zoho Books integration for?

Connecting eSputnik and Zoho Books helps marketing, finance, and operations teams eliminate manual data entry, keep accounting accurate, and synchronise customer records effortlessly.

Performance marketers
Performance marketers
Finance managers
Finance managers
Agency account managers
Agency account managers
E-commerce founders
E-commerce founders
Sales operations leads
Sales operations leads
Operations directors
Operations directors
๐Ÿ“ˆ
Performance marketers
You're running marketing campaigns and tracking subscriber segments in eSputnik, but your accounting records in Zoho Books only update when someone manually exports data, so your customer counts and financial ledgers are always a few hours out of sync โ€” this integration means every contact addition updates your accounting records instantly and your data stays accurate.
โšก
Finance managers
You need to act fast when new invoices and customer payments are created in Zoho Books, but your marketing contact lists lag behind during busy sales periods โ€” automating both apps means every transaction updates your eSputnik contacts immediately and your team stays informed without manual checks.
๐Ÿค
Agency account managers
You answer to clients who want to see real-time progress on campaign subscriber growth and billing status, but compiling reports by hand leads to missed updates โ€” connecting these apps means every segment addition and invoice creation flows directly into your records and your client reporting remains transparent.
๐Ÿš€
E-commerce founders
The volume of new customer orders and segment additions is too high for anyone to keep up by hand, resulting in delayed customer profiles and mismatched invoices โ€” this integration means every eSputnik contact and Zoho Books transaction is processed automatically so your operations scale without extra headcount.
๐Ÿ’ผ
Sales operations leads
You own the handoff from marketing segments in eSputnik to invoicing in Zoho Books, and depending on manual data transfers causes bottlenecks for your sales reps โ€” automating both apps means leads become customer profiles instantly and your sales pipeline moves forward without friction.
๐Ÿ“Š
Operations directors
You need a reliable transaction history between your marketing platform and accounting system, but manual data entry keeps creating gaps in your records โ€” connecting these apps means every eSputnik event and Zoho Books invoice is logged reliably and your audit trail stays complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Zoho Books + eSputnik

Build and manage your Zoho Books + eSputnik automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho Books + eSputnik with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect eSputnik to Zoho Books?
Frequently Asked Questions
You can connect eSputnik to Zoho Books instantly using 1-click ready workflows or by using Integrately AI to build custom multi-step automations with apps like Slack and Google Sheets.
Can I automatically create Zoho Books customers from eSputnik contact segments?
Frequently Asked Questions
Can I connect eSputnik, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for eSputnik and Zoho Books?
Frequently Asked Questions
How are eSputnik contacts handled during the automation?
Frequently Asked Questions
Can Zoho Books invoices trigger actions in eSputnik?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the eSputnik and Zoho Books integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect eSputnik or Zoho Books With 1500+ Other Apps

eSputnik
Popular eSputnik Integrations
Connect eSputnik to marketing, analytics, and CRM tools to track campaigns and engage leads across channels.
See All
eSputnik Integrations arrow right
No popular apps found
Zoho Books
Popular Zoho Books Integrations
Sync Zoho Books with payment, inventory, and reporting tools to manage business finances in one place.