Zoho Books + Toky Integration

Integrate Toky to Zoho Books in one click, or tell Integrately AI how you want each call handled. Log customer details, create contacts, update accounts, and send notifications 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
  • Toky
    Text message is received in Toky Instant
  • Toky
    Call is received in Toky Instant
  • Toky
    Voice mail is received in Toky Instant
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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
  • Toky
    Send text message in Toky
  • Toky
    Create contact in Toky
  • Toky
    Search Contact in Toky

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Ready Workflows Ready Workflows for Toky + Zoho Books Integration

Capture calls, create customers, update invoices, alert your team, and send follow-ups, all in just one click.

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

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Connect more apps to your Toky + Zoho Books flow

Sync customer interactions to CRMs, notify your team on messaging apps, and keep financial records updated across platforms. Pick a combination and activate it in one click.

Zoho Books
Toky
+
StripeStripe (3)
+
TwilioTwilio (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
HubSpotHubSpot (3)
T
Z
S
Create a customer in Zoho Books when a call is received in Toky, and create a charge in Stripe.
Calls received in Toky automatically create matching Zoho Books customers and log charges in Stripe without manual data entry.
Z
T
S
When an invoice is created in Zoho Books, search the contact in Toky and create a subscription in Stripe.
New Zoho Books invoices prompt a Toky contact search and set up recurring Stripe subscriptions instantly.
Z
T
S
When a customer payment is created in Zoho Books, send a text message in Toky and update the customer in Stripe.
Recorded Zoho Books payments trigger a Toky text confirmation and update customer records in Stripe automatically.

Supported triggers and actions for Zoho Books and Toky

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
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
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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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Mark invoice as void in Zoho Books
Mark an invoice status as void in ZohoBooks.
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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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Delete time entry in Zoho Books
Removes a time entry from the system
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Create project in Zoho Books
Generates a new project
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Get invoice Pdf by ID in Zoho Books
Retrieves invoice Pdf based on their ID
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Mark invoice as draft in Zoho Books
Marks an invoice as draft in Zoho Books
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Send an invoice in Zoho Books
Invoice is sent
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Search invoice by combination of filter in Zoho Books
Search invoices by combination of fields.
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Update sales invoice in Zoho Books
Update sales invoice with pre-filled details
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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
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
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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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Toky
Toky Triggers & Actions
Instant
Text message is received in Toky
Triggers the automation when a new text message is received
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Instant
Call is received in Toky
Triggers the automation when a call is received
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Instant
Voice mail is received in Toky
Triggers the automation when a new voice mail is received
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Send text message in Toky
Sends a reply
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Create contact in Toky
Adds a new contact to the database
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Search Contact in Toky
Finds and retrieves contact information
Try it →

What can you automate with Toky + Zoho Books?

Connect your business phone system directly to your accounting software to streamline every customer interaction and transaction.

What you can automate?
📞
Create customers automatically from inbound calls
Generate a new Zoho Books customer record the moment a call is received in Toky. Eliminate manual contact entry and ensure every caller is logged.
📝
Capture every submitted field and contact detail
Map caller information, phone numbers, and notes directly into your Zoho Books records. Your accounting system becomes a complete customer database.
🔔
Notify your team as soon as calls arrive
Trigger instant alerts or text messages whenever a new voicemail or call comes in. Keep your support and finance teams informed without delays.
🔀
Route records based on call details
Perform different actions depending on the caller or message content. Direct important inquiries to the right workflow automatically.
🔄
Keep accounting records up to date as calls happen
Automatically update customer profiles and billing details whenever new communication events occur in your call center.
🔍
Search existing contacts before creating entries
Prevent duplicate records by searching your Toky contact list before creating new customer entries in Zoho Books.
💳
Handle payment milestones and invoice updates
Trigger follow-up texts or update invoice statuses automatically when customer payments are created in Zoho Books.
🌐
Extend your workflow to external messaging apps
Connect your Toky and Zoho Books integration with Slack or Gmail to notify teams and send client confirmations seamlessly.
And much more...

Who is Toky + Zoho Books integration for?

Automating communication and accounting workflows helps customer support, finance, and operations teams eliminate manual data entry.

Finance teams
Finance teams
Customer support leads
Customer support leads
Operations managers
Operations managers
Support supervisors
Support supervisors
Account managers
Account managers
Business owners
Business owners
📈
Finance teams
You're managing customer accounts and tracking invoices but financial figures only update when someone manually logs payment details, so your revenue reports are always a few steps behind — this integration means every transaction updates your books instantly and your data stays accurate.
Customer support leads
You need to act fast on inbound calls and voicemails, but contact details are trapped in your phone system until someone copies them over, so billing records lag behind — automating both apps means every caller record populates your accounting software instantly.
🤝
Operations managers
You answer to stakeholders who want to see client activity and financial status in one place, but communication tools and accounting platforms operate in separate silos — connecting these apps means your team gains a unified view of every customer interaction.
📊
Support supervisors
The volume of inbound calls and customer inquiries is too high for anyone to keep up by hand, leading to missed client records in your financial system — with this integration, every customer interaction generates an accurate account automatically.
🎯
Account managers
You own the client relationship and depend on timely call logging to handle billing questions, but manual handoffs cause frustrating delays — automating both apps means customer records and invoices are always aligned.
🔍
Business owners
You need a reliable history of all communications and financial transactions, but constant data gaps make auditing difficult — this integration means every call and payment creates a permanent, verified record.
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 + Toky

Build and manage your Zoho Books + Toky 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 + Toky 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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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Toky to Zoho Books?
Frequently Asked Questions
You can connect Toky to Zoho Books in 1 click using ready templates on Integrately. Choose a pre-built workflow or ask Integrately AI to build the automation for you, connecting your apps alongside Slack, Gmail, Google Sheets, and 1,500+ other tools.
Can I automatically create Zoho Books customers when calls arrive in Toky?
Frequently Asked Questions
Can I connect Toky, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Toky and Zoho Books?
Frequently Asked Questions
How does Toky handle call data during synchronization?
Frequently Asked Questions
How are customer records managed in Zoho Books through this integration?
Frequently Asked Questions
Do I need coding skills to automate Toky and Zoho Books?
Frequently Asked Questions
Is the Toky and Zoho Books integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

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Zoho Books
Popular Zoho Books Integrations
Sync Zoho Books with payment gateways, project management tools, and reporting software to keep data working across your stack.