Zoho Books integration
Connect Zoho Books so invoice and expense activity reaches the right person on your accounting team, and Joy can create or look up invoices when someone asks.
What Joymore does
If your brokerage keeps its books in Zoho Books, your accounting team already tracks invoices, customers, and expenses there. Joymore connects to Zoho Books so activity there can start the follow-up your team needs, while Zoho Books stays your accounting system.
Once Zoho Books is connected, Joymore automations can react to Zoho Books events, like a new or updated invoice or a new expense, and run Zoho Books actions, like creating an invoice or recording a customer payment. Joy can also work in Zoho Books when someone on your team asks her to.
What you can do
- Follow invoice changes. When an invoice is created or updated in Zoho Books, an automation can notify the accounting teammate who tracks it.
- Route new expenses. When a new expense is added in Zoho Books, an automation can bring it to the person who reviews expenses.
- Create invoices on request. An automation or Joy can create an invoice in Zoho Books when someone on your team asks.
- Look up invoices. Joy can get or list Zoho Books invoices and share the details with your team when asked.
Available once connected
What automations can use in Zoho Books.
Events Joymore can react to
- New Customer
- New Expense
- New or Updated Invoice
- New Sales Order
Actions Joymore can run
- Create Customer
- Create Customer Payment
- Create Employee
- Create Estimate
- Create Invoice
- Create Item
- Create Sales Order
- Delete Contact
- Get Invoice
- Get Item
- List Account Id Options
- List Contacts
- List Currency Id Options
- List Customer Id Options
- List Expense Id Options
- List Expenses
- List Invoices
- List Item Id Options
- and 8 more
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
Zoho Books and Joymore questions
How do I connect Zoho Books to Joymore?
Sign in to Joymore, open Settings, and connect your Zoho Books account. You can connect it for your whole brokerage or for a single user.
Does Joymore replace Zoho Books?
No. Joymore is not an accounting ledger. Zoho Books stays your accounting system. Joymore reacts to its events and runs the actions you set up.
Do agents have to do anything in Zoho Books?
No. Zoho Books work stays with your accounting team, and agents keep working as they do today.
