Zoho Books + Manychat Integration

Integrate Manychat to Zoho Books in one click, or tell Integrately AI how you want each subscriber handled. Create customers, generate invoices, record payments, and sync records 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
  • Manychat
    External request is created in Manychat Instant
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2.
  • Zoho Books
    Create time entry in Zoho Books
  • Zoho Books
    Search vendor 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
    Mark invoice as void 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
  • Manychat
    Search subscriber by email or phone in Manychat
  • Manychat
    Create subscriber in Manychat
  • Manychat
    Add tag to user in Manychat
  • Manychat
    Search subscriber by name in Manychat
  • Manychat
    Update subscriber in Manychat
  • Manychat
    Remove tag from user in Manychat
  • Manychat
    Send text message to user in Manychat
  • Manychat
    Send content to user in Manychat
  • Manychat
    Set custom fields in Manychat

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Ready Workflows Ready Workflows for Manychat + Zoho Books Integration

Capture external requests, generate customer records, track payments, and update accounting data, all in just one click.

Most popular automationsmost-popular-automations
  • 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 Manychat + Zoho Books flow

Extend your automation with payment gateways, marketing tools, and communication channels to keep your entire business aligned. Pick a combination and activate it in one click.

Zoho Books
Manychat
+
ShopifyShopify (3)
+
StripeStripe (3)
+
MailchimpMailchimp (2)
+
QuickBooks OnlineQuickBooks Online (2)
+
SlackSlack (3)
+
CalendlyCalendly (2)
S
Z
M
When a Shopify order is created, create sales invoice in Zoho Books, and send text message to user in Manychat.
Shopify store orders instantly generate Zoho Books sales invoices and trigger Manychat text messages without manual data entry.
S
Z
M
When a Shopify customer is created, create customer in Zoho Books, and create subscriber in Manychat.
New Shopify customers are automatically added as Zoho Books customers and Manychat subscribers in real time.
S
Z
M
When a Shopify refund is processed, create credit note in Zoho Books, and update subscriber in Manychat.
Shopify refunds automatically generate Zoho Books credit notes and update subscriber records in Manychat.

Supported triggers and actions for Zoho Books and Manychat

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
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Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
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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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Create time entry in Zoho Books
Adds a new time entry
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Search vendor in Zoho Books
Searches for a vendor
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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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Mark invoice as void in Zoho Books
Mark an invoice status as void in ZohoBooks.
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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
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Create sales order in Zoho Books
Generates a new sales order with pre-filled details
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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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Manychat
Manychat Triggers & Actions
Instant
External request is created in Manychat
Triggers the automation when a new interaction with an external service is initiated
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Search subscriber by email or phone in Manychat
Find subscribers using email or phone number
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Create subscriber in Manychat
Adds new users to the subscription list
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Add tag to user in Manychat
Assigns a tag to a user based on particular criteria
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Search subscriber by name in Manychat
Searches for a user by name
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Update subscriber in Manychat
Updates subscriber information
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Remove tag from user in Manychat
Untag a user's profile
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Send text message to user in Manychat
Sends a reply
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Send content to user in Manychat
Sends content to a user
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Set custom fields in Manychat
Sets custom fields
Try it →

What can you automate with Manychat + Zoho Books?

Connect chat interactions to accounting workflows to eliminate repetitive administrative tasks.

What you can automate?
🔄
Automate invoice creation from chat requests
Generate Zoho Books sales invoices automatically the moment an external request is created in Manychat, eliminating manual billing steps.
📋
Capture every submitted subscriber field
Map custom fields and contact details from Manychat directly into Zoho Books customer profiles without missing vital data.
🔔
Notify your team instantly on new invoices
Alert team members in Slack or via SMS the second a new invoice or customer payment is registered in Zoho Books.
🔀
Route transactions based on submitted values
Apply different tags or update specific customer accounts in Manychat depending on the invoice or order category in Zoho Books.
✏️
Keep accounting records fully updated
Automatically update sales invoices, customer details, and project entries across both platforms as records evolve.
🔍
Prevent duplicate records with smart lookups
Search for existing subscribers and customers by email or phone before creating new entries, ensuring a clean database.
💳
Handle payment and status changes instantly
Trigger follow-up messages or update billing statuses whenever a customer payment or invoice is created in Zoho Books.
💬
Extend workflows to messaging platforms
Connect your Manychat and Zoho Books pipeline with Slack to ensure your entire team stays informed of financial updates.
And much more...

Who is Manychat + Zoho Books integration for?

Teams handling customer communications and financial accounting use this automation to eliminate manual data entry, streamline invoicing, and maintain accurate records.

Financial controllers
Financial controllers
Customer support leads
Customer support leads
Agency account managers
Agency account managers
E-commerce business owners
E-commerce business owners
Sales operations managers
Sales operations managers
Compliance and audit leads
Compliance and audit leads
📈
Financial controllers
You review financial reports and reconcile accounts every week, but your revenue figures are always delayed because someone manually exports chat data — automations between these apps means every transaction lands in your accounting software instantly and your reporting stays accurate.
Customer support leads
You handle incoming client queries and need to verify billing status immediately, but you find out about new invoices far too late — automating both apps means every invoice creation triggers instant subscriber updates so your support team never misses a beat.
📊
Agency account managers
You report on client growth and campaign milestones to stakeholders, but manual tracking leaves gaps in your progress updates — connecting these apps means every interaction and invoice syncs automatically to give you reliable audit trails.
🛒
E-commerce business owners
You process high volumes of customer chats and orders daily, but the transaction volume is too high for anyone to keep up by hand — this integration means every customer record and invoice is generated without manual intervention.
🤝
Sales operations managers
You own the handoff between customer acquisition and invoicing, depending on upstream chatbot data to generate billing records — automating both apps means incoming requests flow straight into your accounting pipeline without manual copy-pasting.
📑
Compliance and audit leads
You need a reliable history of customer interactions and financial invoices, but you keep finding gaps in your manual logs — integrating these apps means every subscriber action and sales document is recorded accurately in real time.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Zoho Books + Manychat

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

1
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Automation is ready
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Frequently Asked Questions

How do I connect Manychat to Zoho Books?
Frequently Asked Questions
You can connect Manychat to Zoho Books in one click using pre-built workflows or Integrately AI. It bridges your chat interactions with accounting tools alongside Shopify, Stripe, Mailchimp, and Slack effortlessly.
Can I automatically create Zoho Books invoices from Manychat requests?
Frequently Asked Questions
Can I connect Manychat, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Manychat and Zoho Books?
Frequently Asked Questions
How does Manychat handle subscriber data during integration?
Frequently Asked Questions
Can Zoho Books customer updates trigger Manychat actions?
Frequently Asked Questions
How do I automate Manychat and Zoho Books without coding?
Frequently Asked Questions
Is the Manychat and Zoho Books integration free?
Frequently Asked Questions
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You Can Also Connect Manychat or Zoho Books With 1500+ Other Apps

Manychat
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Zoho Books
Popular Zoho Books Integrations
Sync Zoho Books with billing, project management, and reporting tools to keep your financial records accurate.