Zoho Books + Kayako Integration

Integrate Kayako to Zoho Books in one click, or tell Integrately AI how you want each conversation handled. Generate invoices, update customer records, log payments, and sync details across both platforms automatically.

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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
  • Kayako
    Conversation is created in Kayako
  • Kayako
    User is created in Kayako
  • Kayako
    Tag is added to organization in Kayako
  • Kayako
    Tag is added to conversation in Kayako
  • Kayako
    Tag is added to user in Kayako
  • Kayako
    Organization is created in Kayako
Arrow Right
2.
  • Zoho Books
    Search vendor in Zoho Books
  • Zoho Books
    Create time entry in Zoho Books
  • Zoho Books
    Update sales invoice in Zoho Books
  • Zoho Books
    Search invoice by combination of filter in Zoho Books
  • Zoho Books
    Mark invoice as void in Zoho Books
  • Zoho Books
    Send an invoice in Zoho Books
  • Zoho Books
    Search time entry by project in Zoho Books
  • Zoho Books
    Mark invoice as draft in Zoho Books
  • Zoho Books
    Get invoice Pdf by ID in Zoho Books
  • Zoho Books
    Create project in Zoho Books
  • Zoho Books
    Delete time entry in Zoho Books
  • Zoho Books
    Update time entry 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
  • Kayako
    Create conversation via Email in Kayako
  • Kayako
    Update conversation in Kayako
  • Kayako
    Create conversation with a private note in Kayako
  • Kayako
    Search conversation in Kayako
  • Kayako
    Create user in Kayako
  • Kayako
    Search user in Kayako
  • Kayako
    Update user in Kayako
  • Kayako
    Create organization in Kayako
  • Kayako
    Update organization in Kayako
  • Kayako
    Search organization in Kayako
  • Kayako
    Add private note to conversation in Kayako
  • Kayako
    Add tags to conversation in Kayako
  • Kayako
    Add tags to organization in Kayako
  • Kayako
    Add tags to user in Kayako

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Ready WorkflowsReady Workflows   for Zoho Books + Kayako Integration

Create invoices from new conversations, update customer details, sync payments, and log entries, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Kayako + Zoho Books flow

Extend your support and accounting workflows by connecting popular tools for communication, task management, and customer data. Pick a combination and activate it in one click.

Zoho Books
Kayako
+
StripeStripe (4)
+
ShopifyShopify (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
HubSpotHubSpot (4)
+
AsanaAsana (4)
S
Z
K
Create a Zoho Books customer when a Stripe payment succeeds, and add a private note in Kayako.
Stripe payments instantly generate Zoho Books customers and log private notes in Kayako, keeping your billing and support records perfectly aligned.
S
Z
K
When a Stripe customer is created, create a customer in Zoho Books and search the user in Kayako.
New Stripe customers automatically populate Zoho Books and link with existing Kayako profiles without manual searching.
S
Z
K
When a Stripe invoice is paid, create a sales invoice in Zoho Books and update the user in Kayako.
Paid Stripe invoices trigger Zoho Books sales invoices and update user records in Kayako automatically.
S
Z
K
If a Stripe subscription is created, create a project in Zoho Books and add tags to the user in Kayako.
New Stripe subscriptions create projects in Zoho Books and tag the corresponding user in Kayako for easy identification.

Supported triggers and actions for Zoho Books and Kayako

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
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Instant
Customer payment is created in Zoho Books
Triggers the automation when payment is made by customer
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Instant
Vendor payment is created in Zoho Books
Triggers the automation when a vendor payment is created
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Instant
Customer is created in Zoho Books
Triggers the automation when a new customer is created
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Instant
Customer is updated in Zoho Books
Triggers the automation when customer details are updated
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Instant
Sales order is created in Zoho Books
Triggers the automation when a sales order is created
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Instant
Purchase order is created in Zoho Books
Triggers the automation when a new purchase order is created
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Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
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Instant
Expense is created in Zoho Books
Triggers the automation when a new expense is added
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Instant
Item is created in Zoho Books
Triggers the automation when a new item is created
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Instant
Bill is created in Zoho Books
Triggers the automation when a new bill is created
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Instant
Credit note is created in Zoho Books
Triggers the automation when a new credit note is generated
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Instant
Delivery challan is created in Zoho Books
Triggers the automation when a Delivery challan is created
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Instant
Recurring bill is created in Zoho Books
Triggers the automation when a recurring bill is created
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Instant
Recurring expense is created in Zoho Books
Triggers the automation when a recurring expense is created
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Instant
Recurring invoice is created in Zoho Books
Triggers the automation when a recurring invoice is created
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Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
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Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
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Instant
Timesheet is created in Zoho Books
Triggers the automation when a timesheet is created
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Search vendor in Zoho Books
Searches for a vendor
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Create time entry in Zoho Books
Adds a new time entry
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Update sales invoice in Zoho Books
Update sales invoice with pre-filled details
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Search invoice by combination of filter in Zoho Books
Search invoices by combination of fields.
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Mark invoice as void in Zoho Books
Mark an invoice status as void in ZohoBooks.
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Send an invoice in Zoho Books
Invoice is sent
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Search time entry by project in Zoho Books
Looks for a specific time entry
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Mark invoice as draft in Zoho Books
Marks an invoice as draft in Zoho Books
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Get invoice Pdf by ID in Zoho Books
Retrieves invoice Pdf based on their ID
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Create project in Zoho Books
Generates a new project
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Delete time entry in Zoho Books
Removes a time entry from the system
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Update time entry in Zoho Books
Modifies an existing time entry
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Create sales invoice in Zoho Books
Generates a new sales invoice with pre-filled details
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Search invoice in Zoho Books
Locates and retrieves invoices with
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Create customer in Zoho Books
Adds a new customer to the database
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Search customer in Zoho Books
Locates and retrieves customer information
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Get customer by id in Zoho Books
Retrieves customer information based on their id
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Create item in Zoho Books
Generates a new item
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Search item in Zoho Books
Locates and retrieves particular item information
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Create estimate in Zoho Books
Adds a new contact to the contact list
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Create sales order in Zoho Books
Generates a new sales order with pre-filled details
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Get line items by sales order ID in Zoho Books
Retrieves line items associated with a sales order id
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Update sales order in Zoho Books
Updates sales orders with the latest information
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Create payment in Zoho Books
Generates and process a payment transaction
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Search account in Zoho Books
Searches for account information
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Create purchase order in Zoho Books
Generates a purchase order for approved requests
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Create task in Zoho Books
Creates a new task
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Kayako
Kayako Triggers & Actions
Conversation is created in Kayako
Triggers the automation when a new conversation is created
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User is created in Kayako
Triggers the automation when a new user is created
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Tag is added to organization in Kayako
Triggers the automation when a tag is added
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Tag is added to conversation in Kayako
Triggers the automation when a tag is added
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Tag is added to user in Kayako
Triggers the automation when a tag is added
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Organization is created in Kayako
Triggers the automation when a new organization is created
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Create conversation via Email in Kayako
Sends emails to start conversations with recipients
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Update conversation in Kayako
Updates the ongoing conversation with new information or updates
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Create conversation with a private note in Kayako
Creates a private note during a conversation with a contact
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Search conversation in Kayako
Searches for keywords within a conversation
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Create user in Kayako
Generates a new user account
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Search user in Kayako
Searches for a user
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Update user in Kayako
Updates user information
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Create organization in Kayako
Generates a new invoice
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Update organization in Kayako
Updates organization information
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Search organization in Kayako
Finds and retrieves information about a organization
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Add private note to conversation in Kayako
Adds a private note to a conversation
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Add tags to conversation in Kayako
Categorize conversations by adding relevant tags
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Add tags to organization in Kayako
Adds tags to an organization for better categorization and organization
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Add tags to user in Kayako
Assigns tags to a user based on particular criteria
Try it →

What can you automate with Kayako + Zoho Books?

Streamline your customer support and accounting workflows by connecting Kayako conversations to Zoho Books invoices and customer records.

What you can automate?
🔄
Create invoices from new conversations
Generate a sales invoice in Zoho Books automatically whenever a new conversation is created in Kayako, eliminating manual billing entry.
📋
Capture every submitted custom field
Map detailed customer inquiries and organization data from Kayako directly into Zoho Books custom fields without missing critical details.
🔔
Notify your team instantly
Alert your finance or support team in Slack or via Gmail the moment a new invoice is created or a customer payment is received.
🔀
Route based on customer tags
Apply conditional logic to create different invoice types or assign specific tags in Kayako depending on the customer's account tier.
⏱️
Keep records updated in real time
Update customer profiles, conversation statuses, and sales invoices across both platforms whenever changes occur.
🔍
Prevent duplicate customer profiles
Search existing users and organizations in Kayako before creating new customer records in Zoho Books to maintain clean data.
💳
Handle payment and invoice updates
Track customer payments and recurring invoices in Zoho Books to update support ticket statuses in Kayako automatically.
🌐
Extend workflows to external tools
Connect your core Kayako and Zoho Books setup with Slack, Gmail, HubSpot, or Asana to build multi-step operational pipelines.
And much more...

Who is Kayako + Zoho Books integration for?

Finance managers, support leads, and operations teams connect Kayako and Zoho Books to keep billing data accurate and customer records synchronized.

Finance managers
Finance managers
Customer support leads
Customer support leads
Account executives
Account executives
Support operations teams
Support operations teams
Billing specialists
Billing specialists
Customer success directors
Customer success directors
📈
Finance managers
You're reconciling support inquiries against accounting entries but your billing reports only update when someone manually exports invoices, so your revenue counts are always a few hours behind — integrating these apps means every transaction lands in Zoho Books instantly and your financial data stays current.
Customer support leads
You need to act fast on billing disputes and payment queries, but support tickets and invoice statuses live in separate systems, so your team finds out about payment failures too late — automating both apps means every payment event updates Kayako tickets instantly and your support agents respond with complete context.
🤝
Account executives
You answer to clients who want immediate proof of project progress and billing status, but updating accounting records by hand slows down your communication — connecting these apps means every estimate and invoice syncs automatically and your clients receive accurate updates without delay.
📊
Support operations teams
The volume of daily customer conversations is too high for anyone to keep up with manual billing entry, so customer records frequently mismatch across platforms — this integration means every conversation and customer payment syncs seamlessly and your administrative backlog disappears entirely.
💼
Billing specialists
You own the invoicing process and depend on support staff to hand over customer details before you can bill, creating bottlenecks in your daily routine — with this integration, customer data flows straight from Kayako into Zoho Books the moment a conversation opens.
🔍
Customer success directors
You need a reliable customer history spanning both support interactions and financial transactions, but you keep finding gaps in your reporting logs — integrating these apps means every ticket, user profile, and invoice links together automatically to give you complete visibility.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Zoho Books + Kayako

Build and manage your Zoho Books + Kayako 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 + Kayako 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 — 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.
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Frequently Asked Questions

How do I connect Kayako to Zoho Books?
Frequently Asked Questions
You can connect Kayako to Zoho Books in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking your support and accounting apps with Slack, Gmail, and HubSpot.
Can I automatically create Zoho Books invoices from Kayako conversations?
Frequently Asked Questions
Can I connect Kayako, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kayako and Zoho Books?
Frequently Asked Questions
How are customer records handled between Kayako and Zoho Books?
Frequently Asked Questions
Can I track customer payments and update Kayako tickets?
Frequently Asked Questions
Do I need coding skills to automate Kayako and Zoho Books?
Frequently Asked Questions
Is the Kayako and Zoho Books integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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Zoho Books
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Sync Zoho Books with billing, project management, and reporting tools to keep your accounting data accurate across your entire stack.