Zoho Books + Wrike Integration

Integrate Wrike to Zoho Books in one click, or tell Integrately AI how you want each task handled. Track project tasks, generate sales invoices, record customer payments, and update your accounts automatically.

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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
  • Wrike
    Task is created in Wrike Instant
  • Wrike
    Task status is changed in Wrike Instant
  • Wrike
    Comment is created in Wrike Instant
  • Wrike
    Folder is created in Wrike Instant
  • Wrike
    Attachment is added in Wrike Instant
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2.
  • 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
    Mark invoice as void 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
  • Wrike
    Create task in Wrike
  • Wrike
    Get task by Id in Wrike
  • Wrike
    Create a timelog in Wrike
  • Wrike
    Create folder in Wrike
  • Wrike
    Add a comment in task in Wrike
  • Wrike
    Add a comment in folder in Wrike
  • Wrike
    Create project in Wrike
  • Wrike
    Get folder by Id in Wrike

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Ready Workflows Ready Workflows for Wrike + Zoho Books Integration

Create invoices from completed tasks, track project billings, update customer accounts, and record payments, all in just one click.

Most popular automationmost-popular-automations
Zoho Books + Wrike Integration

Create Wrike task for new Zoho Books customer

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

Send notifications to your team, sync project records with cloud storage, and log client details in your CRM. Pick a combination and activate it in one click.

Zoho Books
Wrike
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SlackSlack (4)
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Google DriveGoogle Drive (4)
+
HubSpotHubSpot (4)
+
StripeStripe (4)
+
GmailGmail (4)
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TrelloTrello (4)
W
Z
S
Create a Zoho Books invoice from every new Wrike task, and notify your finance team on Slack
New Wrike tasks instantly generate Zoho Books invoices while your finance team gets notified on Slack.
Z
W
S
When a customer payment is created in Zoho Books, create a Wrike task and post an update in Slack
Customer payments in Zoho Books automatically trigger a Wrike task and notify your team on Slack.
W
Z
S
When Wrike task status changes, update the Zoho Books sales invoice and notify your team on Slack
Task updates in Wrike refresh Zoho Books invoices and notify your team instantly on Slack.
W
Z
S
Use Claude to summarise Wrike project notes, update Zoho Books, and post the brief in Slack
Claude analyses Wrike notes, updates Zoho Books records, and posts project briefs on Slack.

Supported triggers and actions for Zoho Books and Wrike

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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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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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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Update sales invoice in Zoho Books
Update sales invoice with pre-filled details
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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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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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Wrike
Wrike Triggers & Actions
Instant
Task is created in Wrike
Triggers the automation when a new task is created
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Instant
Task status is changed in Wrike
Triggers the automation when the status of a task is changed
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Instant
Comment is created in Wrike
Triggers the automation when a new comment is created
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Instant
Folder is created in Wrike
Triggers the automation when a new folder is created
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Instant
Attachment is added in Wrike
Triggers the automation when a new attachment is added
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Create task in Wrike
Creates a new task
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Get task by Id in Wrike
Retrieves a task using its id
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Create a timelog in Wrike
Record and track the time spent
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Create folder in Wrike
Creates a new folder in the designated location
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Add a comment in task in Wrike
Adds a comment to a task in the workflow
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Add a comment in folder in Wrike
Adds a comment to a folder within the designated workspace
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Create project in Wrike
Creates a new project
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Get folder by Id in Wrike
Retrieve a folder from a database or storage system using its id
Try it โ†’

What can you automate with Wrike + Zoho Books?

Streamline your project management and accounting operations with powerful automated workflows.

What you can automate?
๐Ÿงพ
Generate invoices from new project tasks
Automatically create a sales invoice in Zoho Books the moment a new task is created in Wrike. Keep billing and project delivery perfectly synchronized.
๐Ÿ“‹
Capture every custom field and detail
Map all available Wrike task attributes and comments into Zoho Books invoices and customer profiles. Ensure no important project note is left behind.
๐Ÿ””
Alert your team instantly on payment
Notify your project and finance channels the moment a customer payment is logged in Zoho Books or a Wrike task status changes.
๐Ÿ”€
Route tasks based on submitted values
Create priority Wrike tasks or standard invoices depending on the specific tier or amount submitted in Zoho Books.
๐Ÿ”„
Keep accounting records fully updated
Update Zoho Books sales invoices automatically whenever task statuses or project details change in Wrike.
๐Ÿ”
Prevent duplicate records and entries
Search existing customers and invoices in Zoho Books before creating new ones from Wrike project data.
๐Ÿ’ณ
Handle payment and refund status changes
Trigger follow-up tasks in Wrike whenever customer payments fail or refunds are processed in Zoho Books.
๐ŸŒ
Extend flows to communication channels
Connect Wrike and Zoho Books with Slack or Gmail to notify stakeholders and send client updates automatically.
And much more...

Who is Wrike + Zoho Books integration for?

Teams managing billable projects and client finances benefit from automated workflows that eliminate manual data entry and keep records accurate.

Project Managers
Project Managers
Finance Teams
Finance Teams
Account Managers
Account Managers
Operations Directors
Operations Directors
Project Coordinators
Project Coordinators
Accounting Leads
Accounting Leads
๐Ÿ“ˆ
Project Managers
You're tracking project timelines in Wrike but financial metrics in Zoho Books only update when someone manually exports reports, so your milestone counts are always out of sync โ€” integrating these apps means every billable task update flows straight into your accounting books instantly.
โšก
Finance Teams
You need to issue invoices the moment project work begins, but waiting on manual status notifications means invoices go out days late โ€” automating both apps means every new Wrike task generates a Zoho Books invoice immediately.
๐Ÿค
Account Managers
You answer to clients who want real-time visibility into project billing and task completion, but gathering data from separate systems takes hours โ€” with this integration, client payments and task milestones sync automatically without manual compilation.
๐Ÿ“Š
Operations Directors
The volume of client tasks and recurring bills is too high for your team to keep up with by hand, leading to missed billing entries โ€” automating both apps means every transaction and milestone is logged correctly without human error.
โฑ๏ธ
Project Coordinators
You own task execution and depend on finance teams to hand over payment confirmations before scheduling billable work โ€” this integration means every Zoho Books customer payment triggers your Wrike task assignment automatically.
๐Ÿ—‚๏ธ
Accounting Leads
You need a reliable audit trail for project expenses and client invoices, but keep finding gaps caused by manual copy-pasting between systems โ€” connecting these apps means your financial history stays complete and accurate.
Our team

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Why choose Integrately to automate Zoho Books + Wrike

Build and manage your Zoho Books + Wrike 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 + Wrike 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 Wrike to Zoho Books?
Frequently Asked Questions
You can connect Wrike to Zoho Books instantly using Integrately. Choose from 1-click ready templates or use Integrately AI to build custom workflows linking Wrike and Zoho Books with Slack, Google Drive, and 1,500+ other apps.
Can I automatically create Zoho Books invoices when a Wrike task is created?
Frequently Asked Questions
Can I connect Wrike, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Wrike and Zoho Books?
Frequently Asked Questions
How does Wrike handle task data during integration?
Frequently Asked Questions
How does Zoho Books sync customer payments and invoices?
Frequently Asked Questions
Do I need coding skills to automate Wrike and Zoho Books?
Frequently Asked Questions
Is the Wrike and Zoho Books integration free?
Frequently Asked Questions
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Sync Zoho Books with payment gateways, reporting tools, and storage platforms to keep your financials connected.