DocsTools
Zoho Books
Invoices, receivables, contacts and P&L.
- Category
- Accounting
- How you connect
- API key or token. You paste a key or token from the tool. Homla stores it encrypted and never shows it again.
- Time to set up
- About 5 minutes
- Actions
- 5 read, 7 write
Connect it#
In Homla, open Connectors, then Zoho Books. The Setup guide button walks you through the same steps, with fields to paste into.
Who can do it. A Zoho Books Admin (to invite the bot user and give it a role), then that bot user (to create the Self Client).
Recommended. Invite a dedicated user such as wedge-bot@yourcompany.com in Zoho Books and create the Self Client while signed in as that user. Everything Homla does then shows under that name in Zoho's history, and removing that user cuts Homla off without touching anyone's access. It uses one user seat on your Zoho Books plan.
- Create a Homla role with only what Homla needsIn Zoho Books, open Settings, then Roles, then New Role. Name it Homla and give it only the modules listed below under permissions: read access for the read tools, create/edit where your team will draft invoices, record expenses or payments. Click Save. Zoho refuses anything the role does not allow, whatever someone's role is in Homla.
Read-only? Give the role view access only. The write tools then get Zoho's permission error and every read keeps working.
- Invite the wedge-bot user with that roleOpen Settings, then Users, then Invite User. Enter a mailbox you control (wedge-bot@yourcompany.com), pick the Homla role, click Save, then accept the invitation from that mailbox.
- Create a Self Client in the Zoho API ConsoleSigned in as wedge-bot, open the API Console. Click Get Started (or Add Client if you already have clients), hover Self Client and click Create Now, then Create and OK. No redirect URL and no scopes to fill in: Homla asks for a one-hour token itself each time it needs one.
Use the console on your own Zoho domain (the link above). A Self Client made on zoho.com does not exist on zoho.eu.
- Copy the Client ID and Client SecretOpen the Self Client's Client Secret tab and copy the Client ID and the Client Secret.
The Client Secret gives access to your books. Paste it only into Homla, never into a chat or an email.
- Find your organization IDIt is the number after /app/ in your Zoho Books address (books.zoho.eu/app/12345678). It is also shown under Settings, then Organization Profile.
- Paste everything into HomlaIn Homla, open Connectors, then Zoho Books, then Connect. Fill Zoho data centre with the value below, then the organization ID, the Self Client ID and the Self Client secret, and click Save. Homla encrypts them and never shows them again. Open it.
What your AI can do#
These are the actions Homla gives your AI. Your role decides which ones you get. Write actions are a dry run until confirmed, see Approvals and dry runs.
Read#
Looks things up, never changes anything.
| Action | What it does |
|---|---|
zoho-books_invoices_list | List invoices, newest first. |
zoho-books_invoice_get | One invoice with line items, totals, balance, contacts and notes. |
zoho-books_contacts_list | Search customers and vendors by name, company or email. |
zoho-books_contact_get | One contact by name, email or id: contact persons, address, terms, outstanding balance, and (default) its 10 latest invoices. |
zoho-books_report_get | Financial report: profit_and_loss, cash_flow or sales_by_customer for from..to; balance_sheet, trial_balance or customer_balances at a date. |
Write#
Creates or changes things, as the account owner.
| Action | What it does |
|---|---|
zoho-books_contact_create | Create a customer (default) or vendor. |
zoho-books_invoice_create | Create a DRAFT invoice, never sent. |
zoho-books_invoice_update | Edit an invoice: dates, reference, notes, terms, number, or line_items (replaces all lines). |
zoho-books_invoice_send Deletes | EMAIL an invoice to the customer (default: its contact persons), or mode mark_sent to mark it sent without emailing. |
zoho-books_payment_record Deletes | Record a customer payment against an invoice: amount (default its balance), date, mode, deposit account. |
zoho-books_expense_create | Record an expense: expense account and paid-through account by name, amount, date, vendor, description. |
zoho-books_invoice_delete Deletes | Delete a DRAFT or VOID invoice. |
Disconnect it#
In Homla, open the account menu on the tool's page and choose Disconnect. Anyone it was shared with loses access at once. To cut it off on the tool's side too:
To cut Homla off at once, deactivate the wedge-bot user in Zoho Books (Settings, then Users), or delete the Self Client from the API Console. Either stops every token. To rotate, delete the Self Client, create a new one, and paste its ID and secret into the same Homla form.
Generated from the product code. Action names are what the CLI and the API use.