Zoho Books + Reviewshake Integration

Integrate Reviewshake to Zoho Books in one click, or tell Integrately AI how you want each customer handled. Sync customer details, subscribe them to review campaigns, update your books, and trigger follow-ups automatically.

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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
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2.
  • 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
    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
    Delete time entry in Zoho Books
  • Zoho Books
    Send an invoice 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
    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
  • Reviewshake
    Subscribe customers to a campaign in Reviewshake
  • Reviewshake
    Create location in Reviewshake
  • Reviewshake
    Unsubscribe customer in Reviewshake
  • Reviewshake
    Create review source in Reviewshake

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Ready WorkflowsReady Workflows   for Zoho Books + Reviewshake Integration

Subscribe customers, track review campaigns, sync your accounting data, and trigger follow-ups, 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 Reviewshake + Zoho Books flow

Send review updates to your team, log transactions, and trigger marketing campaigns after your accounting and review tools sync. Pick a combination and activate it in one click.

Zoho Books
Reviewshake
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
Z
R
S
When a customer payment is created in Zoho Books, subscribe the customer in Reviewshake, and create a customer in Stripe.
New payments in Zoho Books automatically trigger a review subscription in Reviewshake and set up a customer profile in Stripe without manual data entry.
Z
R
S
When a customer is created in Zoho Books, subscribe the customer in Reviewshake, and create a charge in Stripe.
New Zoho Books customers get subscribed in Reviewshake instantly while a charge is processed in Stripe.
Z
R
S
If a new customer payment is created in Zoho Books, subscribe the customer in Reviewshake and create a subscription in Stripe.
Payments in Zoho Books trigger review subscriptions in Reviewshake and recurring billing setup in Stripe.
Z
R
S
When a credit note is created in Zoho Books, unsubscribe the customer in Reviewshake and update the customer in Stripe.
Credit notes in Zoho Books automatically remove customers from review campaigns and update Stripe records.

Supported triggers and actions for Zoho Books and Reviewshake

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
Try it →
Instant
Purchase order is created in Zoho Books
Triggers the automation when a new purchase order is created
Try it →
Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
Try it →
Instant
Expense is created in Zoho Books
Triggers the automation when a new expense is added
Try it →
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
Try it →
Instant
Recurring invoice is created in Zoho Books
Triggers the automation when a recurring invoice is created
Try it →
Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
Try it →
Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
Try it →
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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Search time entry by project in Zoho Books
Looks for a specific time entry
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Update time entry in Zoho Books
Modifies an existing 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.
Try it →
Delete time entry in Zoho Books
Removes a time entry from the system
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Send an invoice in Zoho Books
Invoice is sent
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Mark invoice as draft in Zoho Books
Marks an invoice as draft in Zoho Books
Try it →
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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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
Try it →
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
Try it →
Create sales order in Zoho Books
Generates a new sales order with pre-filled details
Try it →
Get line items by sales order ID in Zoho Books
Retrieves line items associated with a sales order id
Try it →
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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Reviewshake
Reviewshake Triggers & Actions
No trigger is available
Subscribe customers to a campaign in Reviewshake
Subscribes customers to a campaign
Try it →
Create location in Reviewshake
Generates a new location
Try it →
Unsubscribe customer in Reviewshake
Removes customer from mailing list
Try it →
Create review source in Reviewshake
Generates a new source for reviewing products and services
Try it →

What can you automate with Reviewshake + Zoho Books?

Sync your financial records with customer review management to keep client profiles, payments, and campaign subscriptions perfectly aligned across systems.

What you can automate?
🔄
Subscribe customers when created in Zoho Books
Automatically subscribe new Zoho Books customers to review campaigns in Reviewshake the moment their account is established.
📋
Capture every submitted field and invoice detail
Map complete customer information and transaction data between Zoho Books and Reviewshake without losing key attributes.
📢
Notify your team as payments arrive
Alert your team instantly in Slack or via email whenever customer payments or invoices are created in Zoho Books.
🔀
Route customers based on invoice values
Trigger different review campaign subscriptions in Reviewshake depending on specific criteria from Zoho Books transactions.
✏️
Keep destinations updated as records change
Ensure customer profile updates in Zoho Books instantly reflect across your review management and marketing lists.
🔗
Prevent duplicates with smart record sync
Match existing entries to update profiles rather than creating duplicate records across your review and accounting apps.
Handle refunds and credit notes automatically
Unsubscribe customers in Reviewshake instantly when credit notes or refunds are processed in Zoho Books.
🌐
Extend workflows to external apps
Push accounting and review data from Zoho Books and Reviewshake straight into Google Sheets or HubSpot effortlessly.
And much more...

Who is Reviewshake + Zoho Books integration for?

Accounting professionals, business owners, and customer success teams who manage billing and reviews manually will eliminate repetitive data entry and keep records seamlessly synchronized.

Finance Managers
Finance Managers
Customer Success Leads
Customer Success Leads
Account Managers
Account Managers
Operations Specialists
Operations Specialists
Bookkeepers
Bookkeepers
Support Teams
Support Teams
📈
Finance Managers
You're tracking payment records and customer updates across your accounting software, but manual exports leave your financial reports lagging behind actual activity — automating both apps means every payment and customer profile updates instantly and your books stay accurate.
Customer Success Leads
You're reviewing customer feedback and account history to manage satisfaction, but missed updates mean you discover billing issues too late — this integration means every account change triggers immediate visibility so you can act before satisfaction drops.
📊
Account Managers
You're sharing financial milestones and review statuses with stakeholders, but scattered records force you to scramble for status updates — automating both apps means review campaign data and invoicing stay aligned for effortless reporting.
⚙️
Operations Specialists
You're processing high volumes of new customer entries and review subscriptions by hand, but manual bottlenecks cause errors during peak periods — connecting these apps means high-volume record creation happens instantly without manual oversight.
🗂️
Bookkeepers
You're managing customer accounts in Zoho Books after onboarding, but delayed handoffs between sales and accounting leave gaps in your client records — integrating these apps means customer data flows straight into your accounting workflow without missing a step.
🎧
Support Teams
You're investigating client account issues using disjointed transaction and review histories, but missing records leave incomplete audit trails — this integration means every customer and payment event records reliably for complete historical tracking.
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 + Reviewshake

Build and manage your Zoho Books + Reviewshake 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 + Reviewshake 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.
How Integrately Works?

How Integrately Works?

1
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2
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3
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Frequently Asked Questions

How do I connect Reviewshake to Zoho Books?
Frequently Asked Questions
You can connect Reviewshake to Zoho Books in 1 click using ready workflows on Integrately, alongside popular tools like Slack, Stripe, and Google Sheets. Simply pick a template or ask Integrately AI to set up your custom automation instantly.
Can I automatically subscribe new Zoho Books customers to Reviewshake review campaigns?
Frequently Asked Questions
Can I connect Reviewshake, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Reviewshake and Zoho Books?
Frequently Asked Questions
How does Reviewshake handle customer data during integration?
Frequently Asked Questions
What Zoho Books triggers can start my automation?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Reviewshake and Zoho Books integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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