Bitrix24 + Zoho Books Integration

Integrate Bitrix24 to Zoho Books in one click, or tell Integrately AI how you want each deal handled. Create sales invoices, record customer payments, update customer details, and sync order information automatically.

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1.
  • Bitrix24
    Quote is created in Bitrix24
  • Bitrix24
    Smart process is created in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24
  • Bitrix24
    Lead is updated in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24 Instant
  • Bitrix24
    Lead is updated in Bitrix24 Instant
  • Bitrix24
    Lead is deleted in Bitrix24 Instant
  • Bitrix24
    Deal is created in Bitrix24
  • Bitrix24
    Deal is created in Bitrix24 Instant
  • Bitrix24
    Deal is updated in Bitrix24 Instant
  • Bitrix24
    Deal is deleted in Bitrix24 Instant
  • Bitrix24
    Contact is created in Bitrix24
  • Bitrix24
    Contact is updated in Bitrix24
  • Bitrix24
    Contact is created in Bitrix24 Instant
  • Bitrix24
    Contact is updated in Bitrix24 Instant
  • Bitrix24
    Contact is deleted in Bitrix24 Instant
  • Bitrix24
    Task is created in Bitrix24 Instant
  • Bitrix24
    Task is updated in Bitrix24 Instant
  • Bitrix24
    Task is deleted in Bitrix24 Instant
  • Bitrix24
    Company is updated in Bitrix24 Instant
  • Bitrix24
    Company is deleted in Bitrix24 Instant
  • Bitrix24
    Company is created in Bitrix24 Instant
  • 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
Arrow Right
2.
  • Bitrix24
    Search lead in Bitrix24
  • Bitrix24
    Create quote in Bitrix24
  • Bitrix24
    Search quote by title in Bitrix24
  • Bitrix24
    Update quote in Bitrix24
  • Bitrix24
    Search contact in Bitrix24
  • Bitrix24
    Create lead in Bitrix24
  • Bitrix24
    Update lead in Bitrix24
  • Bitrix24
    Create contact in Bitrix24
  • Bitrix24
    Update contact in Bitrix24
  • Bitrix24
    Create deal in Bitrix24
  • Bitrix24
    Update deal in Bitrix24
  • Bitrix24
    Get deal by id in Bitrix24
  • Bitrix24
    Search deal in Bitrix24
  • Bitrix24
    Create company in Bitrix24
  • Bitrix24
    Search company in Bitrix24
  • Bitrix24
    Update company in Bitrix24
  • Bitrix24
    Get company by id in Bitrix24
  • Bitrix24
    Search task in Bitrix24
  • Bitrix24
    Get task by id in Bitrix24
  • Bitrix24
    Update task in Bitrix24
  • Bitrix24
    Get lead by id in Bitrix24
  • Bitrix24
    Get contact by id in Bitrix24
  • Bitrix24
    Add comment in Bitrix24
  • 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
    Update sales invoice in Zoho Books
  • Zoho Books
    Search invoice by combination of filter 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

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Ready Workflows Ready Workflows for Bitrix24 + Zoho Books Integration

Create invoices from deals, log customer payments, update customer profiles, and notify your finance team, all in just one click.

Most popular automationsmost-popular-automations
Zoho Books + Bitrix24 Integration

Create Bitrix24 contact for new Zoho Books customer

If you are using Zoho Books, then you may want to also use Bitrix24 to manage your customer relationships. With the help of this automation, whenever you create a customer in Zoho Books, a corresponding contact will be created in Bitrix24.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
See more
Zoho Books + Bitrix24 Integration

Create Bitrix24 company from new Zoho Books sales invoice

If you're a small business owner who uses Zoho Books to manage your finances, you may be wondering if there's a way to automatically create a company profile in Bitrix24 whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Bitrix24 and Zoho Books!
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Bitrix24 + Zoho Books Integration

Create Zoho Books order for new Bitrix24 deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Bitrix24 and Zoho Books work together to make accounting and bookkeeping simple.

When you create a deal in Bitrix24, it will automatically create an order in Zoho Books. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Bitrix24 and Zoho Books.
See more
Bitrix24 + Zoho Books Integration

Create Zoho Books customer for new Bitrix24 contact

In order to keep your accounting and customer records in sync, when you create a contact in Bitrix24, this automation will automatically create a customer in Zoho Books.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Bitrix24 and Zoho Books!
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Bitrix24 + Zoho Books flow

Connect customer data across billing, marketing, and team communication tools the moment a transaction occurs. Pick a combination and activate it in one click.

Bitrix24
Zoho Books
+
SalesforceSalesforce (3)
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HubspotHubspot (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
B
Z
S
Create a Zoho Books sales invoice when a deal is created in Bitrix24, and log the details in Salesforce
Every Bitrix24 deal triggers a Zoho Books sales invoice while updating Salesforce, keeping all systems aligned.
Z
B
S
When a customer payment is created in Zoho Books, update the matching deal in Bitrix24 and record it in Salesforce
Payments received in Zoho Books automatically update your Bitrix24 deal stage and log the transaction in Salesforce.
Z
B
S
When a customer is created in Zoho Books, create a contact in Bitrix24 and add a lead in Salesforce
New billing accounts in Zoho Books immediately generate matching contacts in Bitrix24 and Salesforce.

Supported triggers and actions for Bitrix24 and Zoho Books

Mix and match to build the exact automation you need

Bitrix24
Bitrix24 Triggers & Actions
Quote is created in Bitrix24
Triggers the automation when a new quote is created
Try it โ†’
Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
Try it โ†’
Lead is created in Bitrix24
Triggers the automation when a new lead is created
Try it โ†’
Lead is updated in Bitrix24
Triggers the automation when the lead information is updated
Try it โ†’
Instant
Lead is created in Bitrix24
Try it โ†’
Instant
Lead is updated in Bitrix24
Try it โ†’
Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
Try it โ†’
Deal is created in Bitrix24
Triggers the automation when a deal is created
Try it โ†’
Instant
Deal is created in Bitrix24
Try it โ†’
Instant
Deal is updated in Bitrix24
Triggers the automation when a deal is updated
Try it โ†’
Instant
Deal is deleted in Bitrix24
Triggers the automation when a deal is deleted
Try it โ†’
Contact is created in Bitrix24
Triggers the automation when a new contact is created
Try it โ†’
Contact is updated in Bitrix24
Triggers the automation when a contact is updated
Try it โ†’
Instant
Contact is created in Bitrix24
Try it โ†’
Instant
Contact is updated in Bitrix24
Try it โ†’
Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
Try it โ†’
Instant
Task is created in Bitrix24
Triggers the automation when a new task is created
Try it โ†’
Instant
Task is updated in Bitrix24
Triggers the automation when any task is updated
Try it โ†’
Instant
Task is deleted in Bitrix24
Triggers the automation when a task is deleted
Try it โ†’
Instant
Company is updated in Bitrix24
Triggers the automation when a company is updated
Try it โ†’
Instant
Company is deleted in Bitrix24
Triggers the automation when a company is deleted
Try it โ†’
Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
Try it โ†’
Search lead in Bitrix24
Retrieves information for a particular lead
Try it โ†’
Create quote in Bitrix24
Creates a new quote
Try it โ†’
Search quote by title in Bitrix24
Searches for a quote using the title
Try it โ†’
Update quote in Bitrix24
Updates an existing quote
Try it โ†’
Search contact in Bitrix24
Finds and retrieves contact information
Try it โ†’
Create lead in Bitrix24
Generates new leads for potential customers
Try it โ†’
Update lead in Bitrix24
Updates the lead information
Try it โ†’
Create contact in Bitrix24
Adds a new contact to the database
Try it โ†’
Update contact in Bitrix24
Updates contact information with new details
Try it โ†’
Create deal in Bitrix24
Generates a new deal with
Try it โ†’
Update deal in Bitrix24
Updates deal information based on new criteria or changes
Try it โ†’
Get deal by id in Bitrix24
Retrieves a deal by its id
Try it โ†’
Search deal in Bitrix24
Retrieves and find a deal
Try it โ†’
Create company in Bitrix24
Generates a new company profile with given details
Try it โ†’
Search company in Bitrix24
Finds information about a company
Try it โ†’
Update company in Bitrix24
Updates company information
Try it โ†’
Get company by id in Bitrix24
Retrieves a company's details using its id
Try it โ†’
Search task in Bitrix24
Searches for a task
Try it โ†’
Get task by id in Bitrix24
Retrieves a task using its id
Try it โ†’
Update task in Bitrix24
Updates the task with new information or changes
Try it โ†’
Get lead by id in Bitrix24
Retrieves a lead's information based on their id
Try it โ†’
Get contact by id in Bitrix24
Retrieves a contact's information based on their id
Try it โ†’
Add comment in Bitrix24
Adds a comment to a record
Try it โ†’
Zoho Books
Zoho Books Triggers & Actions
Instant
Invoice is created in Zoho Books
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Customer payment is created in Zoho Books
Triggers the automation when payment is made by customer
Try it โ†’
Instant
Vendor payment is created in Zoho Books
Triggers the automation when a vendor payment is created
Try it โ†’
Instant
Customer is created in Zoho Books
Triggers the automation when a new customer is created
Try it โ†’
Instant
Customer is updated in Zoho Books
Triggers the automation when customer details are updated
Try it โ†’
Instant
Sales order is created in Zoho Books
Triggers the automation when a sales order is created
Try it โ†’
Instant
Purchase order is created in Zoho Books
Triggers the automation when a new purchase order is created
Try it โ†’
Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
Try it โ†’
Instant
Expense is created in Zoho Books
Triggers the automation when a new expense is added
Try it โ†’
Instant
Item is created in Zoho Books
Triggers the automation when a new item is created
Try it โ†’
Instant
Bill is created in Zoho Books
Triggers the automation when a new bill is created
Try it โ†’
Instant
Credit note is created in Zoho Books
Triggers the automation when a new credit note is generated
Try it โ†’
Instant
Delivery challan is created in Zoho Books
Triggers the automation when a Delivery challan is created
Try it โ†’
Instant
Recurring bill is created in Zoho Books
Triggers the automation when a recurring bill is created
Try it โ†’
Instant
Recurring expense is created in Zoho Books
Triggers the automation when a recurring expense is created
Try it โ†’
Instant
Recurring invoice is created in Zoho Books
Triggers the automation when a recurring invoice is created
Try it โ†’
Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
Try it โ†’
Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
Try it โ†’
Instant
Timesheet is created in Zoho Books
Triggers the automation when a timesheet is created
Try it โ†’
Mark invoice as void in Zoho Books
Mark an invoice status as void in ZohoBooks.
Try it โ†’
Search vendor in Zoho Books
Searches for a vendor
Try it โ†’
Create time entry in Zoho Books
Adds a new time entry
Try it โ†’
Search time entry by project in Zoho Books
Looks for a specific time entry
Try it โ†’
Update time entry in Zoho Books
Modifies an existing time entry
Try it โ†’
Delete time entry in Zoho Books
Removes a time entry from the system
Try it โ†’
Create project in Zoho Books
Generates a new project
Try it โ†’
Get invoice Pdf by ID in Zoho Books
Retrieves invoice Pdf based on their ID
Try it โ†’
Mark invoice as draft in Zoho Books
Marks an invoice as draft in Zoho Books
Try it โ†’
Send an invoice in Zoho Books
Invoice is sent
Try it โ†’
Update sales invoice in Zoho Books
Update sales invoice with pre-filled details
Try it โ†’
Search invoice by combination of filter in Zoho Books
Search invoices by combination of fields.
Try it โ†’
Create sales invoice in Zoho Books
Generates a new sales invoice with pre-filled details
Try it โ†’
Search invoice in Zoho Books
Locates and retrieves invoices with
Try it โ†’
Create customer in Zoho Books
Adds a new customer to the database
Try it โ†’
Search customer in Zoho Books
Locates and retrieves customer information
Try it โ†’
Get customer by id in Zoho Books
Retrieves customer information based on their id
Try it โ†’
Create item in Zoho Books
Generates a new item
Try it โ†’
Search item in Zoho Books
Locates and retrieves particular item information
Try it โ†’
Create estimate in Zoho Books
Adds a new contact to the contact list
Try it โ†’
Create sales order in Zoho Books
Generates a new sales order with pre-filled details
Try it โ†’
Get line items by sales order ID in Zoho Books
Retrieves line items associated with a sales order id
Try it โ†’
Update sales order in Zoho Books
Updates sales orders with the latest information
Try it โ†’
Create payment in Zoho Books
Generates and process a payment transaction
Try it โ†’
Search account in Zoho Books
Searches for account information
Try it โ†’
Create purchase order in Zoho Books
Generates a purchase order for approved requests
Try it โ†’
Create task in Zoho Books
Creates a new task
Try it โ†’

What can you automate with Bitrix24 + Zoho Books?

Connect your CRM and accounting workflows to eliminate manual data entry and keep billing records perfectly synchronized.

What you can automate?
๐Ÿงพ
Create invoices from closed deals
Generate a sales invoice in Zoho Books automatically the moment a deal is created or won in Bitrix24. Your finance team receives accurate billing details without manual copy-pasting.
๐Ÿ“‹
Capture every submitted deal field
Map all available Bitrix24 deal properties, custom fields, and line items straight into Zoho Books invoices. Your financial records retain complete context for every transaction.
๐Ÿ””
Alert your team on payment updates
Send instant notifications to your finance or sales channels whenever a customer payment is recorded in Zoho Books. Everyone stays informed on settled accounts.
๐Ÿ”€
Route invoices based on deal value
Apply different tax rules, item categories, or discount structures in Zoho Books depending on the specific tier or department selected in your Bitrix24 deal.
๐Ÿ”„
Keep records updated as deals change
Automatically update corresponding invoices in Zoho Books whenever deal details, quantities, or pricing are modified in Bitrix24. Your billing data remains accurate.
๐Ÿ‘ค
Sync customer profiles without duplicates
Search existing customer records in Zoho Books before creating new profiles from Bitrix24 contacts, preventing duplicate entries and keeping your database clean.
๐Ÿ’ณ
Handle payment status changes
Update deal stages in Bitrix24 the moment an invoice is marked as paid, voided, or drafted in Zoho Books. Sales reps know immediately when funds clear.
๐Ÿ“ข
Extend your workflow to messaging tools
Trigger automated alerts in Slack or email notifications in Mailchimp whenever a Zoho Books invoice is sent or a Bitrix24 payment is processed.
And much more...

Who is Bitrix24 + Zoho Books integration for?

Sales managers and accounting teams struggling to keep billing records aligned with closed deals will find this integration eliminates manual data entry completely.

Finance Directors
Finance Directors
Sales Operations Managers
Sales Operations Managers
Accountants
Accountants
Growing Businesses
Growing Businesses
Account Executives
Account Executives
Auditors and Compliance Leads
Auditors and Compliance Leads
๐Ÿ“ˆ
Finance Directors
You're reviewing monthly revenue reports in Zoho Books but deal values in Bitrix24 haven't been reconciled yet, so your financial forecasts are always lagging behind โ€” with this integration, every new deal generates an invoice instantly and your ledgers stay current.
โšก
Sales Operations Managers
You need to issue invoices the moment a deal closes, but your team has to manually transfer client information into Zoho Books, so billing delays frustrate your customers โ€” automating both apps means invoices go out immediately upon deal closure.
๐Ÿ“Š
Accountants
You answer to stakeholders who want real-time visibility into incoming payments, but payment receipts remain trapped in Bitrix24 without updating Zoho Books, so your audit trails have gaps โ€” connecting these apps means every transaction records automatically.
๐Ÿข
Growing Businesses
Your sales volume is too high for anyone to keep up with manual billing entry between Bitrix24 and Zoho Books, leading to costly invoicing mistakes โ€” this integration means every transaction flows accurately without manual intervention.
๐Ÿค
Account Executives
You own the client relationship in Bitrix24 and depend on finance to issue invoices in Zoho Books, resulting in slow handoffs and confused clients โ€” connecting the two platforms means billing happens right when deals are marked won.
๐Ÿ”
Auditors and Compliance Leads
You need a reliable history of every deal and matching invoice, but manual record-keeping leaves missing entries between Bitrix24 and Zoho Books โ€” automating this process means every client interaction and payment creates a permanent audit trail.
Our team

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Why choose Integrately to automate Bitrix24 + Zoho Books

Build and manage your Bitrix24 + Zoho Books automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bitrix24 + Zoho Books 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 โ€” 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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How Integrately Works?

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Frequently Asked Questions

How do I connect Bitrix24 to Zoho Books?
Frequently Asked Questions
You can connect Bitrix24 to Zoho Books in 1 click using ready templates on Integrately, or ask Integrately AI to build your workflow. Connect your accounts, configure your triggers, and let it run automatically.
Can I automatically create Zoho Books invoices when a Bitrix24 deal is created?
Frequently Asked Questions
Can I connect Bitrix24, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and Zoho Books?
Frequently Asked Questions
How does Bitrix24 handle deal data during integration?
Frequently Asked Questions
How does Zoho Books process incoming invoice requests?
Frequently Asked Questions
Do I need coding skills to automate Bitrix24 and Zoho Books?
Frequently Asked Questions
Is the Bitrix24 and Zoho Books integration free?
Frequently Asked Questions
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You Can Also Connect Bitrix24 or Zoho Books With 1500+ Other Apps

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Zoho Books
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Sync Zoho Books with payment gateways, expense trackers, and reporting tools to keep financial workflows connected.