+
Accounting
Zoho Books + Resool integration
Connect Zoho Books to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers, and send invoice PDFs and links in chat.
What you can do with Zoho Books and Resool
In the Inbox and on the contact page
- See the Zoho Books customer matched to the contact, with name, email and phone.
- Balance due: what the customer still owes, per currency.
- Invoices: each invoice with number, date, due date, total, the amount left to pay and its state: Paid, Unpaid, Overdue or Draft.
- Send in chat: send the invoice PDF in the conversation with its total, due date and a "View and pay" link when Zoho Books provides one.
- Create invoice and Create customer in Zoho Books from the panel.
- View in Zoho Books to open the customer in Zoho Books.
In Workflows
- Create invoice: create a Zoho Books invoice for the contact; later steps can send `{{invoice.number}}` and other invoice details.
- Create customer: create the contact as a Zoho Books customer, or find the matching one.
Connect Zoho Books in minutes
Go to Settings › Apps in Resool, click Connect on Zoho Books and follow the steps. No code needed.
Read the setup guideFrequently asked questions
My Zoho account is in the EU or India data centre. Does it work?
Yes. Sign in as usual; Resool connects to the data centre your Zoho account uses.
I have several organizations. Which one does Resool use?
The one selected under Organization in Manage.
Why doesn't the panel find the customer?
Customers are matched by email or phone.
"Zoho Books refused the connection"
The connection expired or access was revoked in Zoho. Reconnect Zoho Books from `Settings > Apps`.
More Accounting apps
FreshBooksConnect FreshBooks to Resool to see each contact's invoices and balance due in the inbox, create invoices and clients, and send invoice PDFs and share links in chat.
OdooConnect Odoo to Resool with the Resool app for Odoo to see each contact's invoices and balance due in the inbox, create customers and invoices, and send invoice PDFs in chat.
QuickBooksConnect QuickBooks Online to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers, and send invoice PDFs and payment links in chat.
WafeqConnect Wafeq to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers in Wafeq, and send invoice PDFs in chat.
WaveConnect Wave to Resool to see each contact's invoices and balance due in the inbox, create invoices and customers in Wave, and send invoice PDFs and links in chat.
XeroConnect Xero to Resool to see each contact's invoices and balance due in the inbox, create invoices and contacts in Xero, and send invoice PDFs and online invoice links in chat.Bring every customer conversation together
Start your free trial, or talk to our team and we will help you set everything up.