Zoho Books + Twist Integration

Connect Zoho Books to Twist - Automate your workflows in 1-click

Set up Zoho Books automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of Twist automations to streamline communication workflows and keep your team connected. Skip the manual back and forth! Easily automate the flow of data between Zoho Books & Twist using Integrately.

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Ready Workflows For Zoho Books + Twist Integration

Just click on the workflow you want to automate

Send Twist message for new Zoho Books payment

Zoho Books + Twist Integration

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Create Your Own Zoho Books & Twist Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Invoice is created in Zoho Books
Triggers the automation whenever any invoice is added or modified
Instant
Customer payment is created in Zoho Books
Triggers the automation whenever a Delivery challan is created
Instant
Vendor payment is created in Zoho Books
Triggers the automation whenever a vendor payment is created
Instant
Customer is created in Zoho Books
Triggers the automation whenever a new customer is created
Instant
Customer is updated in Zoho Books
Triggers the automation whenever customer details are updated
Instant
Sales order is created in Zoho Books
Triggers the automation whenever a sales order is created
Instant
Purchase order is created in Zoho Books
Triggers the automation whenever a recurring bill is created
Instant
Estimate is created in Zoho Books Instant
Expense is created in Zoho Books
Triggers the automation whenever a new expense is added
Instant
Item is created in Zoho Books
Triggers the automation whenever a new item is created
Instant
Bill is created in Zoho Books
Triggers the automation whenever a new bill is created
Instant
Credit note is created in Zoho Books
Triggers the automation whenever a new credit note is generated
Instant
Delivery challan is created in Zoho Books
Triggers the automation whenever a new estimate is created
Instant
Recurring bill is created in Zoho Books
Triggers the automation whenever a recurring expense is created
Instant
Recurring expense is created in Zoho Books Instant
Recurring invoice is created in Zoho Books
Triggers the automation whenever a recurring invoice is created
Instant
Project is created in Zoho Books
Triggers the automation whenever a new purchase order is created
Instant
Vendor is created in Zoho Books
Triggers the automation whenever a new vendor is created
Instant
Timesheet is created in Zoho Books
Automatically updates sales orders with the latest information
Instant
Message is posted in conversation in Twist
Triggers the automation whenever a new message is posted in a conversation
Instant
Comment is posted in thread in Twist
Triggers the automation whenever a new comment is posted in an existing thread
Instant
Thread is added to channel in Twist
Triggers the automation whenever a new thread is added to a channel
Instant

Search vendor in Zoho Books
Triggers the automation whenever a timesheet is created
Create sales invoice in Zoho Books
Automatically generates a new sales invoice with pre-filled details
Search invoice in Zoho Books
Automatically locate and retrieve invoices with
Create customer in Zoho Books
Automatically adds a new customer to the database
Search customer in Zoho Books
Automatically locate and retrieve customer information
Get customer by id in Zoho Books
Automatically retrieves customer information based on their ID
Create item in Zoho Books
Automatically generates and process a payment transaction
Search item in Zoho Books
Automatically searches for a vendor
Create estimate in Zoho Books
Automatically adds a new contact to the contact list
Create sales order in Zoho Books
Automatically generates a new sales order with pre-filled details
Get line items by sales order ID in Zoho Books
Automatically retrieves line items associated with a sales order ID
Update sales order in Zoho Books
Create payment in Zoho Books
Search account in Zoho Books
Automatically searches for account information
Create purchase order in Zoho Books
Automatically generates a purchase order for approved requests
Create task in Zoho Books
Automatically creates a new task
Add message in Twist
Automatically adds a comment to a conversation
Get message by ID in Twist
Automatically retrieves a comment using its ID
Add thread in Twist
Automatically creates a new message in the particular channel
Get comment by ID in Twist
Automatically adds a new thread to the discussion forum
Search thread in Twist
Automatically searches for a thread
Get thread by ID in Twist
Automatically retrieves a thread based on its ID
Add comment in Twist
Triggers the automation whenever a transcription is available
Get user by ID in Twist
Automatically retrieves a message using its ID

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Integrate Zoho Books & Twist In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Zoho Books or Twist With 1200+ Other Apps

Zoho Books is the fastest, most flexible and feature-rich accounting software for small business owners and freelancers. With Zoho Books, you can get up and running in a matter of minutes. No complicated setup or hardware required.

See Zoho Books Integrations

Twist brings your conversations to life. Our AI-powered assistant makes it easy for you to have meaningful, on-topic discussions within your team. We keep the conversation on topic and in one place so your team can get more done!

See Twist Integrations