Monday.com + Zoho Books Integration

Integrate Monday.com to Zoho Books in one click, or tell Integrately AI how you want each order handled. Turn every Monday.com item into a Zoho Books invoice, update customers, alert your team, and trigger payments automatically.

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1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • 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
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2.
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • Zoho Books
    Update time entry 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
    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

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Ready Workflows Ready Workflows for Monday.com + Zoho Books Integration

Create invoices from new items, update customers, log payments, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Zoho Books + Monday.com Integration

Create Monday.com item for new Zoho Books customer

If you're using Zoho Books and Monday.com to manage your work, you'll want to make sure that customer-creation item are automatically created in Monday.com. That way, you can easily keep track of who owes you what and when they're supposed to pay!
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Connect more apps to your Monday.com + Zoho Books flow

Sync customer records across platforms, alert teams on messaging apps, and keep accounting data updated instantly. Pick a combination and activate it in one click.

Monday.com
Zoho Books
+
SlackSlack (3)
+
Google DriveGoogle Drive (2)
+
ShopifyShopify (2)
+
StripeStripe (2)
+
GmailGmail (2)
+
HubSpotHubSpot (2)
M
Z
S
Create a Zoho Books invoice when a Monday.com item is created, and notify your sales team on Slack
New Monday.com items instantly generate invoices in Zoho Books while your sales channel gets notified on Slack.
Z
M
S
When a Zoho Books invoice is created, update the matching Monday.com item and notify your finance channel in Slack
Keep your Monday.com boards updated automatically when Zoho Books generates a new invoice, and announce it on Slack.
Z
C
M
S
Use Claude to summarise every new Zoho Books invoice generated from a Monday.com item, and post the brief in Slack
Claude reviews invoice details from your Zoho Books and Monday.com workflow, posting a clear brief in Slack.

Supported triggers and actions for Monday.com and Zoho Books

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it →
Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it →
Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it →
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Move item to board in Monday.com
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Update group in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Create item in Monday.com
Generates a new item
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Get subitem by id in Monday.com
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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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 →
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
Try it →
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
Try it →
Instant
Item is created in Zoho Books
Triggers the automation when a new item is created
Try it →
Instant
Bill is created in Zoho Books
Triggers the automation when a new bill is created
Try it →
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
Try it →
Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
Try it →
Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
Try it →
Instant
Timesheet is created in Zoho Books
Triggers the automation when a timesheet is created
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Update time entry in Zoho Books
Modifies an existing time entry
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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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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
Try it →
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
Try it →
Create task in Zoho Books
Creates a new task
Try it →

What can you automate with Monday.com + Zoho Books?

Connect your project management boards to your accounting software for seamless invoicing, payment tracking, and customer management.

What you can automate?
🧾
Generate invoices from new project items
Automatically create a sales invoice in Zoho Books the moment an item is created in your Monday.com board, eliminating manual data entry.
📋
Capture all custom field parameters
Map detailed item descriptions, quantities, and pricing attributes from Monday.com straight into your Zoho Books line items.
🔔
Alert stakeholders instantly
Notify your finance or management team immediately via Slack whenever a new invoice or customer payment is processed.
🔀
Route workflows based on invoice values
Trigger priority task creation in Monday.com for high-value Zoho Books invoices while routing standard items normally.
🔄
Keep project statuses synchronized
Update Monday.com item statuses automatically when corresponding invoices are paid, voided, or marked as draft in Zoho Books.
🔍
Prevent duplicate customer records
Search existing database entries before creating new customers or items, ensuring clean records across both platforms.
💳
Process payment milestones automatically
Log customer payments in Zoho Books as soon as external transactions clear, updating project boards without manual checking.
🌐
Extend workflows to external apps
Connect your Monday.com and Zoho Books core flow with Slack, Gmail, or Shopify to automate multi-step business processes.
And much more...

Who is Monday.com + Zoho Books integration for?

Finance teams, project managers, and business owners streamline their billing operations and project tracking by eliminating manual data entry between Monday.com and Zoho Books.

Finance directors
Finance directors
Project managers
Project managers
Account managers
Account managers
Operations teams
Operations teams
Sales representatives
Sales representatives
Auditors and compliance officers
Auditors and compliance officers
📈
Finance directors
You rely on accurate billing reports to guide business decisions, but manual ledger updates mean your numbers are always lagging behind — integrating these apps means every new Zoho Books invoice reflects instantly and your financial overview stays current.
⚡
Project managers
You need to track deliverables and team bandwidth in real time, but delayed invoice creation leaves you guessing about project budgets — connecting these apps means every Monday.com item syncs with billing data so your timeline stays accurate.
🤝
Account managers
You answer client queries about billing status and project progress daily, but digging through separate systems wastes valuable hours — automating both apps means client updates appear immediately across platforms.
🏭
Operations teams
Your high-volume workflow generates dozens of project boards daily, making manual invoice creation prone to missed billings — with this integration, every item creation triggers accounting tasks automatically without manual bottlenecks.
💼
Sales representatives
You close deals and hand off project details to delivery teams, but disconnected systems lead to onboarding delays — connecting these apps means closed work items instantly initiate customer accounts and billing records.
📋
Auditors and compliance officers
You need reliable audit trails across project records and financial statements, but manual data transfers introduce human error — automating both apps means your operational history remains consistent and verifiable.
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Why choose Integrately to automate Monday.com + Zoho Books

Build and manage your Monday.com + 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 Monday.com + 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 — 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 Monday.com to Zoho Books?
Frequently Asked Questions
You can connect Monday.com to Zoho Books using 1-click workflows on Integrately. Choose from pre-built templates or ask Integrately AI to build your custom automation between Monday.com, Zoho Books, Slack, and 1,500+ other apps.
Can I automatically create Zoho Books invoices from Monday.com items?
Frequently Asked Questions
Can I connect Monday.com, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and Zoho Books?
Frequently Asked Questions
How does Monday.com trigger data transfers to Zoho Books?
Frequently Asked Questions
How are Zoho Books invoices updated from Monday.com boards?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and Zoho Books?
Frequently Asked Questions
Is the Monday.com and Zoho Books integration free?
Frequently Asked Questions
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