Log in Start free

All integrations

Catalogue metadata onlyaccountingv20260819_00

ZOHO_BOOKS

Zoho Books

Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options

Attributed source

265

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.

OAUTH2 · managed upstream

OAUTH2

oauth2

Upstream managed

Developer setup

Client idclient_id · stringRequired
Client secretclient_secret · stringRequired
Redirect URIoauth_redirect_uri · stringOptional
Scopesscopes · stringOptional

User connection

Domain Extensionsuffix.one · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Actions (265)Triggers (0)

Showing 91–120 of 265 actions

Delete Sales Receipt

ZOHO_BOOKS_DELETE_SALES_RECEIPT

Tool to delete a specific sales receipt. Use when you need to remove an existing sales receipt after confirming its ID.

Untrusted display-only summary

Delete Time Entry

ZOHO_BOOKS_DELETE_TIME_ENTRY

Tool to delete a specific time entry from a project. Use when you need to remove an existing time entry after confirming its ID.

Untrusted display-only summary

Delete Vendor Credit

ZOHO_BOOKS_DELETE_VENDOR_CREDIT

Tool to delete a specific vendor credit. Use when you need to remove an existing vendor credit after confirming its ID.

Untrusted display-only summary

Delete Vendor Credit Refund

ZOHO_BOOKS_DELETE_VENDOR_CREDIT_REFUND

Tool to delete a vendor credit refund. Use when you need to remove a refund associated with a vendor credit.

Untrusted display-only summary

Delete Vendor Payment

ZOHO_BOOKS_DELETE_VENDOR_PAYMENT

Tool to delete a vendor payment. Use when you need to remove an existing vendor payment record after confirming its ID.

Untrusted display-only summary

Disable Contact Payment Reminder

ZOHO_BOOKS_DISABLE_CONTACT_PAYMENT_REMINDER

Tool to disable payment reminders for a contact. Use when you need to stop all automated payment reminder emails for a specific contact.

Untrusted display-only summary

Disable Invoice Payment Reminder

ZOHO_BOOKS_DISABLE_INVOICE_PAYMENT_REMINDER

Tool to disable payment reminders for an invoice. Use when you need to stop automatic payment reminder emails for a specific invoice.

Untrusted display-only summary

Email Contact Statement

ZOHO_BOOKS_EMAIL_CONTACT_STATEMENT

Tool to email a statement to a contact. Use when you need to send account statements to customers or vendors for a specific period.

Untrusted display-only summary

Email Estimate

ZOHO_BOOKS_EMAIL_ESTIMATE

Tool to send an estimate email. Use after estimate creation to share it with the customer.

Untrusted display-only summary

Email Invoice

ZOHO_BOOKS_EMAIL_INVOICE

Tool to send an invoice email. Use after invoice creation to share it with the customer.

Untrusted display-only summary

Enable Contact Payment Reminder

ZOHO_BOOKS_ENABLE_CONTACT_PAYMENT_REMINDER

Tool to enable payment reminders for a contact. Use when you need to activate automated payment reminder emails for a specific contact.

Untrusted display-only summary

Enable Contact Portal

ZOHO_BOOKS_ENABLE_CONTACT_PORTAL

Tool to enable portal access for a contact. Use when you need to grant customer portal access to a specific contact after confirming its ID.

Untrusted display-only summary

Enable Invoice Payment Reminder

ZOHO_BOOKS_ENABLE_INVOICE_PAYMENT_REMINDER

Tool to enable payment reminders for an invoice. Use when you need to activate automated payment reminder emails for a specific invoice.

Untrusted display-only summary

Exclude Bank Transaction

ZOHO_BOOKS_EXCLUDE_BANK_TRANSACTION

Tool to exclude an uncategorized bank transaction. Use when you need to mark a transaction as excluded from categorization.

Untrusted display-only summary

Bulk Export Estimates PDF

ZOHO_BOOKS_EXPORT_BULK_ESTIMATES_PDF

Tool to export multiple estimates to a single PDF. Use when you have up to 25 estimate IDs ready to merge.

Untrusted display-only summary

Bulk Export Sales Orders PDF

ZOHO_BOOKS_EXPORT_SALES_ORDERS_PDF

Tool to export multiple sales orders to a single PDF. Use when you have up to 25 sales order IDs ready to merge.

Untrusted display-only summary

Get All Tag Options

ZOHO_BOOKS_GET_ALL_TAG_OPTIONS

Tool to retrieve all options for a reporting tag. Use when you need to fetch the complete list of tag option values.

Untrusted display-only summary

Get Bank Account

ZOHO_BOOKS_GET_BANK_ACCOUNT

Tool to fetch details of a specific bank account. Use when you need full metadata of one account by ID.

Untrusted display-only summary

Get Base Currency Adjustment

ZOHO_BOOKS_GET_BASE_CURRENCY_ADJUSTMENT

Tool to fetch details of a specific base currency adjustment. Use when you need to retrieve adjustment information by its ID.

Untrusted display-only summary

Get Bill

ZOHO_BOOKS_GET_BILL

Tool to fetch details of a specific bill. Use after confirming the organization context.

Untrusted display-only summary

Get Bill Attachment

ZOHO_BOOKS_GET_BILL_ATTACHMENT

Tool to fetch an attachment from a specific bill. Use when you need to download a document attached to a bill.

Untrusted display-only summary

Get Chart Of Account

ZOHO_BOOKS_GET_CHART_OF_ACCOUNT

Tool to fetch details of a specific chart of account. Use when you need to retrieve all attributes of an existing account by its ID.

Untrusted display-only summary

Get Contact

ZOHO_BOOKS_GET_CONTACT

Tool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obtaining the contact_id.

Untrusted display-only summary

Get Contact Address

ZOHO_BOOKS_GET_CONTACT_ADDRESS

Tool to retrieve all addresses associated with a contact. Use when you need to fetch billing, shipping, and additional addresses for a specific contact.

Untrusted display-only summary

Get Contact Person

ZOHO_BOOKS_GET_CONTACT_PERSON

Tool to retrieve details of a specific contact person. Use when you need to fetch information about an individual associated with a contact.

Untrusted display-only summary

Get Contact Statement Mail

ZOHO_BOOKS_GET_CONTACT_STATEMENT_MAIL

Tool to retrieve the pre-populated email content for a contact statement. Use when you need to get the email template, subject, body, and recipients before sending a statement.

Untrusted display-only summary

Get Credit Note

ZOHO_BOOKS_GET_CREDIT_NOTE

Tool to fetch details of a specific credit note by ID. Use when you need the full credit note record including line items, taxes, and applied invoices.

Untrusted display-only summary

Get Currency

ZOHO_BOOKS_GET_CURRENCY

Tool to retrieve details of a specific currency. Use when you need to get currency settings including exchange rates and formatting options.

Untrusted display-only summary

Get Estimate

ZOHO_BOOKS_GET_ESTIMATE

Tool to fetch details of a specific estimate. Use when you need to retrieve all attributes of an existing estimate by its ID.

Untrusted display-only summary

Get Estimate Email

ZOHO_BOOKS_GET_ESTIMATE_EMAIL

Tool to retrieve the pre-populated email content for an estimate. Use when you need to get the email template, subject, body, and recipients before sending an estimate email.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository: https://github.com/provider-directoryHQ/provider-directory
Commit: 85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated: 2026-09-12
Trust policy: untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.