Zoho Books

Hegu AI can act on Zoho Books through the tasks below. Add one to a workflow from the task library in the editor.

Task	What it does
ZohoBooksContacts	Zoho Books contacts — list organizations, and list, get, create and update customers and vendors
ZohoBooksInvoices	Zoho Books invoices — list, get and create invoices, mark them sent, void them, list their payments, and browse the item catalog
ZohoBooksPayments	Zoho Books payments — record customer payments against invoices, and list and get recorded payments
ZohoBooksReports	Zoho Books reports — get the profit and loss report for a date range

Each task’s fields and credentials are configured in the editor. Credentials are stored as secrets, never in the workflow itself.