Pakkawork
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 211–240 of 265 actions

Mark Reporting Tag as Active

ZOHO_BOOKS_MARK_REPORTING_TAG_AS_ACTIVE

Tool to mark a reporting tag as active. Use when you need to activate a reporting tag after ensuring it has at least one option configured.

Untrusted display-only summary

Mark Reporting Tag as Inactive

ZOHO_BOOKS_MARK_REPORTING_TAG_AS_INACTIVE

Tool to mark a reporting tag as inactive. Use when you need to deactivate a reporting tag that is no longer needed.

Untrusted display-only summary

Mark Reporting Tag Default Option

ZOHO_BOOKS_MARK_REPORTING_TAG_DEFAULT_OPTION

Tool to mark an option as default for a reporting tag. Use when you need to set a specific tag option as the default choice.

Untrusted display-only summary

Mark Retainer Invoice Sent

ZOHO_BOOKS_MARK_RETAINER_INVOICE_SENT

Tool to mark a retainer invoice as Sent. Use after the retainer invoice is finalized and ready for delivery to the customer.

Untrusted display-only summary

Mark Sales Order Void

ZOHO_BOOKS_MARK_SALES_ORDER_VOID

Tool to mark a sales order as Void. Use when you need to void an existing sales order after reviewing any outstanding deliveries or invoices.

Untrusted display-only summary

Mark Tag Option Active

ZOHO_BOOKS_MARK_TAG_OPTION_ACTIVE

Tool to mark a reporting tag option as active. Use when you need to activate a previously inactive tag option for an organization.

Untrusted display-only summary

Mark Tag Option as Inactive

ZOHO_BOOKS_MARK_TAG_OPTION_AS_INACTIVE

Tool to mark a reporting tag option as inactive. Use when you need to deactivate a specific tag option for reporting purposes.

Untrusted display-only summary

Mark User as Inactive

ZOHO_BOOKS_MARK_USER_INACTIVE

Tool to mark a user as inactive in Zoho Books. Use when you need to deactivate a user account while preserving their historical data.

Untrusted display-only summary

Mark Vendor Credit Void

ZOHO_BOOKS_MARK_VENDOR_CREDIT_VOID

Tool to void a vendor credit. Use when you need to mark an existing vendor credit as void, making it inactive in the system.

Untrusted display-only summary

Open Sales Order

ZOHO_BOOKS_OPEN_SALES_ORDER

Tool to mark a sales order as Open. Use when a sales order in Draft status needs to be opened for processing.

Untrusted display-only summary

Bulk Print Estimates

ZOHO_BOOKS_PRINT_BULK_ESTIMATES

Tool to bulk print up to 25 estimates as a single PDF. Use when you have multiple estimate IDs and need a combined PDF for printing.

Untrusted display-only summary

Bulk Print Sales Orders

ZOHO_BOOKS_PRINT_BULK_SALES_ORDERS

Tool to bulk print up to 25 sales orders as a single PDF. Use when you have multiple sales order IDs and need a combined PDF for printing.

Untrusted display-only summary

Send Payment Reminder

ZOHO_BOOKS_REMIND_CUSTOMER_INVOICE

Tool to send a payment reminder for an invoice. Use when invoice is in Open or Overdue status.

Untrusted display-only summary

Resume Recurring Invoice

ZOHO_BOOKS_RESUME_RECURRING_INVOICE

Tool to resume a recurring invoice. Use when you need to reactivate a paused or stopped recurring invoice.

Untrusted display-only summary

Send Bulk Invoice Reminder

ZOHO_BOOKS_SEND_BULK_INVOICE_REMINDER

Tool to send payment reminders for multiple invoices at once. Use when you need to send reminders to multiple customers for their outstanding invoices.

Untrusted display-only summary

Send Contact Email

ZOHO_BOOKS_SEND_CONTACT_EMAIL

Tool to send an email to a contact in Zoho Books. Use when you need to email a customer or vendor about statements, documents, or general communication.

Untrusted display-only summary

Stop Recurring Invoice

ZOHO_BOOKS_STOP_RECURRING_INVOICE

Tool to stop a recurring invoice. Use when you need to stop a recurring invoice from generating future invoices.

Untrusted display-only summary

Untrack Contact 1099

ZOHO_BOOKS_UNTRACK_CONTACT1099

Tool to untrack a contact for 1099 reporting. Use when you need to stop tracking a vendor for 1099 tax form reporting in the US.

Untrusted display-only summary

Update Bank Transaction

ZOHO_BOOKS_UPDATE_BANK_TRANSACTION

Tool to update an existing bank transaction in Zoho Books. Use when you need to modify transaction details such as amount, description, or date after the transaction has been created.

Untrusted display-only summary

Update Vendor Bill

ZOHO_BOOKS_UPDATE_BILL

Tool to update a vendor bill. Use when you need to modify an existing bill in Zoho Books. Use after fetching the current bill details.

Untrusted display-only summary

Update Contact

ZOHO_BOOKS_UPDATE_CONTACT

Tool to update details of a contact. Use when you need to modify any contact attribute after verifying contact_id.

Untrusted display-only summary

Update Contact Person

ZOHO_BOOKS_UPDATE_CONTACT_PERSON

Tool to update an existing contact person in Zoho Books. Use when modifying details of a contact person after verifying their contact_person_id.

Untrusted display-only summary

Update Credit Note Refund

ZOHO_BOOKS_UPDATE_CREDIT_NOTE_REFUND

Tool to update details of a specific credit note refund. Use when you need to modify an existing refund associated with a credit note—change the description, reference number, or other refund fields.

Untrusted display-only summary

Update Currency

ZOHO_BOOKS_UPDATE_CURRENCY

Tool to update an existing currency in Zoho Books. Use when you need to modify currency settings such as symbol, format, or precision.

Untrusted display-only summary

Update Custom Fields in Item

ZOHO_BOOKS_UPDATE_CUSTOM_FIELDS_IN_ITEM

Tool to update custom field values in an existing item. Use when you need to modify custom field data for a specific item without changing other item properties.

Untrusted display-only summary

Update Estimate

ZOHO_BOOKS_UPDATE_ESTIMATE

Tool to update an existing estimate (quote). Use when you need to modify an existing customer quote in Zoho Books.

Untrusted display-only summary

Update Estimate Billing Address

ZOHO_BOOKS_UPDATE_ESTIMATE_BILLING_ADDRESS

Tool to update the billing address of an estimate. Use when you need to modify billing address details for an existing estimate in Zoho Books.

Untrusted display-only summary

Update Estimate Shipping Address

ZOHO_BOOKS_UPDATE_ESTIMATE_SHIPPING_ADDRESS

Tool to update the shipping address for an estimate. Use when you need to modify the delivery address details of an existing estimate.

Untrusted display-only summary

Update Estimate Template

ZOHO_BOOKS_UPDATE_ESTIMATE_TEMPLATE

Tool to update the template associated with an estimate. Use when you need to change the PDF template used for an existing estimate.

Untrusted display-only summary

Update Invoice

ZOHO_BOOKS_UPDATE_INVOICE

Tool to update details of a specific invoice. Use when you need to modify an existing invoice in Zoho Books—change line items, dates, or other invoice fields. Requires invoice ID and organization ID before calling.

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.