Zoho Books + SMTP Integration

Integrate SMTP to Zoho Books in one click, or tell Integrately AI how you want each invoice handled. Notify customers of new invoices, alert your team, and trigger follow-up actions 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
Arrow Right
2.
  • Zoho Books
    Update sales invoice in Zoho Books
  • Zoho Books
    Search invoice by combination of filter in Zoho Books
  • Zoho Books
    Mark invoice as void in Zoho Books
  • Zoho Books
    Send an invoice in Zoho Books
  • Zoho Books
    Mark invoice as draft in Zoho Books
  • Zoho Books
    Get invoice Pdf by ID in Zoho Books
  • Zoho Books
    Create project in Zoho Books
  • Zoho Books
    Delete time entry in Zoho Books
  • Zoho Books
    Update time entry in Zoho Books
  • Zoho Books
    Search time entry by project in Zoho Books
  • Zoho Books
    Create time entry in Zoho Books
  • Zoho Books
    Search vendor 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
  • SMTP
    Send email in SMTP

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Ready Workflows Ready Workflows for SMTP + Zoho Books Integration

Send emails for new invoices, notify customers of payments, alert your team of new customers, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your SMTP + Zoho Books flow

Sync accounting data with your CRM, messaging tools, and payment gateways the moment an invoice or customer is created. Pick a combination and activate it in one click.

Zoho Books
SMTP
+
StripeStripe (3)
+
GmailGmail (3)
+
ShopifyShopify (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
Z
S
S
Create a Stripe customer for every new Zoho Books customer, and send a welcome email via SMTP.
New Zoho Books customers are automatically created in Stripe and greeted with an email via SMTP, eliminating manual data entry.
Z
S
S
Record a Stripe payment in Zoho Books when a customer pays, and send a receipt via SMTP.
Stripe payments update Zoho Books accounts instantly while SMTP delivers a payment receipt to the customer.
Z
S
S
Use ChatGPT to review failed Stripe charges, log them in Zoho Books, and send an alert via SMTP.
ChatGPT analyses failed Stripe charges before Zoho Books records the status and SMTP notifies your finance team.

Supported triggers and actions for Zoho Books and SMTP

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
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†’
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†’
Mark invoice as void in Zoho Books
Mark an invoice status as void in ZohoBooks.
Try it โ†’
Send an invoice in Zoho Books
Invoice is sent
Try it โ†’
Mark invoice as draft in Zoho Books
Marks an invoice as draft in Zoho Books
Try it โ†’
Get invoice Pdf by ID in Zoho Books
Retrieves invoice Pdf based on their ID
Try it โ†’
Create project in Zoho Books
Generates a new project
Try it โ†’
Delete time entry in Zoho Books
Removes a time entry from the system
Try it โ†’
Update time entry in Zoho Books
Modifies an existing time entry
Try it โ†’
Search time entry by project in Zoho Books
Looks for a specific time entry
Try it โ†’
Create time entry in Zoho Books
Adds a new time entry
Try it โ†’
Search vendor in Zoho Books
Searches for a vendor
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†’
SMTP
SMTP Triggers & Actions
No trigger is available
Send email in SMTP
Sends an email to a recipient
Try it โ†’

What can you automate with SMTP + Zoho Books?

Streamline your billing workflows by connecting Zoho Books events directly to reliable SMTP email delivery.

What you can automate?
๐Ÿ“ง
Send emails for every new invoice
Automatically dispatch professional billing emails via SMTP the moment a new invoice or estimate is created in Zoho Books. Eliminate manual email composition for billing teams.
๐Ÿงพ
Capture every submitted invoice field
Map specific invoice line items, customer names, and payment amounts into your outbound emails instead of generic templates. Your communication becomes precise and professional.
๐Ÿ””
Notify the right person instantly
Alert account managers and finance staff the moment a customer payment or new vendor is registered in Zoho Books. Ensure internal teams never miss a financial update.
๐Ÿ”€
Route emails based on payment status
Send different email templates depending on whether a Zoho Books invoice is paid, overdue, or drafted. Customise your customer communication based on account status.
๐Ÿ”„
Keep billing records up to date
Ensure your email logs and accounting records stay perfectly synchronized as invoices and customer profiles are updated over time.
โœจ
Prevent duplicate customer profiles
Search existing database records before creating new customer entries in Zoho Books, ensuring clean data management across your systems.
๐Ÿ“…
Handle recurring billing events
Trigger automated SMTP emails whenever recurring invoices, bills, or expenses are generated in Zoho Books. Keep subscription and recurring clients informed without manual triggers.
๐ŸŒ
Extend flows to popular CRM tools
Connect your Zoho Books and SMTP workflow with HubSpot to sync contact details and deal stages automatically while sending communications.
And much more...

Who is SMTP + Zoho Books integration for?

Teams managing client billing, customer communications, and financial records benefit from automated email dispatches and real-time accounting sync.

Finance Managers
Finance Managers
Billing Specialists
Billing Specialists
Account Executives
Account Executives
High-Volume Merchants
High-Volume Merchants
Operations Directors
Operations Directors
Accountants
Accountants
๐Ÿ“ˆ
Finance Managers
You review revenue reports and billing metrics to guide financial planning, but your accounting records only update when invoices are processed manually, so the figures you analyse are always lagging behind โ€” integrating these apps means every invoice update triggers immediate email dispatches and keeps your financial records current.
โšก
Billing Specialists
You need to send out invoices and payment reminders immediately when accounts change, but manual email sending causes costly delays โ€” this integration means every new invoice or customer payment triggers automated email delivery instantly.
๐Ÿค
Account Executives
You answer to clients asking for billing documents and order updates, but finding and emailing files by hand slows down your response times โ€” with this integration, all billing records and notifications sync automatically so clients get their documents on time.
๐Ÿ“Š
High-Volume Merchants
You manage hundreds of daily orders and customer transactions, but manual email outreach cannot keep up with order volume, leading to missed client communications โ€” automating both apps means every new order and invoice generates outbound emails without manual effort.
๐Ÿ’ผ
Operations Directors
You depend on upstream purchase orders and vendor bills to coordinate fulfillment, but waiting for manual notifications creates operational bottlenecks โ€” connecting these apps means every new purchase order or estimate triggers instant notifications and record updates.
๐Ÿ—‚๏ธ
Accountants
You need a reliable history of all financial transactions and customer communications, but manual data logging leaves gaps in your audit trail โ€” this integration means every financial event is accurately captured and paired with automated records.
Our team

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Why choose Integrately to automate Zoho Books + SMTP

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

How Integrately Works?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect SMTP to Zoho Books?
Frequently Asked Questions
You can connect SMTP and Zoho Books in one click using ready templates on Integrately, or ask Integrately AI to build the workflow. It links your accounting data to automated email dispatches instantly along with apps like Slack, Gmail, and HubSpot.
Can I automatically send emails when a new invoice is created in Zoho Books?
Frequently Asked Questions
Can I connect SMTP, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for SMTP and Zoho Books?
Frequently Asked Questions
How does SMTP handle email dispatches in this integration?
Frequently Asked Questions
How does Zoho Books trigger automated emails?
Frequently Asked Questions
Do I need coding skills to automate SMTP and Zoho Books?
Frequently Asked Questions
Is the SMTP and Zoho Books integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect SMTP or Zoho Books With 1500+ Other Apps

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