AppsPricingBlogTry it
Zoho Books logo
Gmail logo

Connect Zoho Books to Gmail

Build an AI agent that works across Zoho Books and Gmail, on a schedule or when you click Run.

24 source actions
20 target actions
Reverse direction supported

Why Connect Zoho Books & Gmail?

Read what you need from Zoho Books

Your agent uses Zoho Books's documented actions to pull the records it needs, each time it runs.

Run a Gmail action

Then it uses one of 20 documented actions, such as Add Label to Email, Approve Workflow, Archive Email.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Zoho Books logo

Zoho Books

Triggers (4)

New Customer

Emit new event when a new customer is created.

polling
New Expense

Emit new event when a new expense is created.

polling
New or Updated Invoice

Emit new event when a new invoice is created or an existing invoice is updated.

polling
New Sales Order

Emit new event when a new sales order is created.

polling

Actions (24)

Create Customer

Creates a new customer. See the documentation

Create Customer Payment

Creates a new payment. See the documentation

Create Employee

Creates an employee for an expense. See the documentation

Create Estimate

Creates a new estimate. See the documentation

Create Invoice

Creates an invoice for your customer. See the documentation

Create Item

Creates a new item. See the documentation

Create Sales Order

Creates a sales order. See the documentation

Delete Contact

Deletes an existing contact. See the documentation

Get Invoice

Gets the details of an invoice. See the documentation

Get Item

Gets the details of an existing item. See the documentation

List Account Id Options

Retrieves available options for the Account Id field.

List Contacts

Lists all contacts given the organization_id. See the documentation

List Currency Id Options

Retrieves available options for the Currency Id field.

List Customer Id Options

Retrieves available options for the Customer Id field.

List Expense Id Options

Retrieves available options for the Expense Id field.

List Expenses

List all the Expenses. See the documentation

List Invoices

Lists all invoices. See the documentation

List Item Id Options

Retrieves available options for the Item Id field.

List Salesorder Id Options

Retrieves available options for the Salesorder Id field.

List Tax Authority Id Options

Retrieves available options for the Tax Authority Id field.

List Tax Exemption Id Options

Retrieves available options for the Tax Exemption Id field.

List Tax Id Options

Retrieves available options for the Tax Id field.

List Template Id Options

Retrieves available options for the Template Id field.

List Time Entry Ids Options

Retrieves available options for the Time Entry Ids field.

Gmail logo

Gmail

Triggers (5)

New Attachment Received

Emit new event for each attachment in a message received. This source is capped at 100 max new messages per run.

polling
New Email Matching Search

Emit new event when an email matching the search criteria is received. This source is capped at 100 max new messages per run.

polling
New Email Received

Emit new event when a new email is received.

polling
New Labeled Email

Emit new event when a new email is labeled.

polling
New Sent Email

Emit new event for each new email sent. (Maximum of 100 events emited per execution)

polling

Actions (20)

Add Label to Email

Add label(s) to an email message. See the docs

Approve Workflow

Suspend the workflow until approved by email. See the documentation

Archive Email

Archive an email message. See the documentation

Bulk Archive Emails

Archive multiple emails at once. See the documentation

Create Draft

Create a draft from your Google Workspace email account. See the documentation

Create Label

Create a new label in the connected account. See the documentation

Delete Email

Moves the specified message to the trash. See the documentation

Download Attachment

Download an attachment by attachmentId to the /tmp directory. See the documentation

Find Email

Find an email using Google's Search Engine. See the docs

Get Current User

Returns the authenticated Gmail user's name, email address, and mailbox stats (total messages and threads). Call this first when the user says 'my emails', 'my inbox', or needs identity context. Use the returned emailAddress to identify the user's own messages in **Find Email** results. See the documentation.

Get Send As Alias

Get a send as alias for the authenticated user. See the documentation

List Labels

List all the existing labels in the connected account. See the docs

List Send as a Delegate Options

Retrieves available options for the Send as a Delegate field.

List Send As Aliases

List all send as aliases for the authenticated user. See the documentation

List Signature Options

Retrieves available options for the Signature field.

List Thread Messages

List messages in a thread. See the docs

Remove Label from Email

Remove label(s) from an email message. See the docs

Send Email

Send an email from your Google Workspace email account. See the documentation

Update Signature for Email in Organization

Update the signature for a specific email address in an organization. A Google Cloud service account with delegated domain-wide authority is required for this action. See the documentation

Update Signature for Primary Email Address

Update the signature for the primary email address. See the documentation

Integration Features

24 documented Zoho Books actions
20 documented Gmail actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Gmail to Zoho Books direction

Capability Examples

Zoho Books trigger → Gmail action

Catalog example
Zoho BooksZoho Books

New Customer

GmailGmail

Add Label to Email

Gmail trigger → Zoho Books action

Reverse direction
GmailGmail

New Attachment Received

Zoho BooksZoho Books

Create Customer

How It Works

1

Connect Apps

Authenticate your Zoho Books and Gmail accounts

2

Describe the Job

Say what to read from Zoho Books and what to do in Gmail

3

Choose an Action

Select the documented Gmail operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Zoho Books events yet.

Automated Actions

Use 20 documented Gmail actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theZoho Books and Gmail actions it needs.

Your Own Accounts

You connect your own Zoho Books and Gmail accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Gmail logoZoho Books logo

Reverse Integration Available

Also connect Gmail to Zoho Books for bidirectional automation

View Integration
Zoho Books logo

All Zoho Books Integrations

Explore all available Zoho Books connections

View All Integrations
Gmail logo

All Gmail Integrations

Explore all available Gmail connections

View All Integrations

Ready to Connect Zoho Books & Gmail?

Build this agent in Mazaal AI and test it on your ownZoho Books and Gmail data.

Start building

Rather not build it yourself? We set up one Zoho Books to Gmail agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod