Zoho Books

Estimated reading: 2 minutes

Overview

AFI creates customers and contacts in Zoho Books — Zoho’s accounting product — from form submissions and order events.

Supported actions

  • Create Contact / Customer
  • Create Invoice
  • Create Estimate

Authentication

  1. Go to Zoho API Console and create a Self Client.
  2. Copy the Client ID and Client Secret.
  3. Open AFI > Settings > Zoho Books, paste the Client ID and Secret, and click Connect.
  4. Approve the OAuth prompt — accept the requested scopes.
  5. Pick your Zoho data centre (US / EU / IN / AU / CN / JP) — must match where your Zoho account is hosted.

How to create the integration

  1. In WordPress admin, go to AFI > New Integration.
  2. Pick your Sender (Contact Form 7, WPForms, WooCommerce, etc.) and the form / event to listen on.
  3. Pick Zoho Books as the Receiver, then pick the Task you want to run.
  4. Map sender fields onto Zoho Books’s fields. Required fields vary by action — see the task hint shown in the integration UI.
  5. Optional: add Conditional Logic so the action only fires on matching submissions.
  6. Save and run a test submission. Check AFI > Log if anything looks off.

Notes & caveats

  • Data centre must match your Zoho region (.com / .eu / .in / .com.au / .com.cn / .jp). Picking the wrong region returns 401 on every call.
  • Token refresh happens automatically — AFI stores the refresh token and renews access tokens as needed. If you ever revoke the AFI app’s grant on the Zoho side, click Reconnect in AFI Settings.
  • Custom fields in Zoho Books must exist before you can map onto them. Re-save the integration to refresh the field list when you add new ones.

Related

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