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Zoho Creator
Zoho Books
Working together
While you manage your accounting, invoicing, and financial operations with Zoho Books, Creator can help you extend and customize those processes. Every transaction recorded in Zoho Books can trigger automated workflows, feed into custom apps, and connect with other business systems through Zoho Creator. You can build tailored approval flows, monitor financial KPIs with interactive dashboards, and even integrate with third-party apps, all within a single platform.
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How can Zoho Books customers benefit from Zoho Creator?
Zoho Creator adds an extra layer of functionality to Zoho Books, helping you go beyond accounting and turn financial data into actionable insights. Whether it’s automating approvals, creating custom workflows, or integrating with other business systems, Creator ensures that every transaction in Books drives smarter, more efficient operations. Here’s how this integration can benefit you:
Powerful workflow automation
With Zoho Creator, you can extend Zoho Books by building advanced automations across your finance operations. Create multi-level approval workflows, schedule recurring tasks, and configure automated actions in Zoho Books, such as generating invoices, releasing vendor payments, or routing approvals. Set up real-time notifications for invoice thresholds and automate vendor payments to ensure compliance, reduce manual errors, and accelerate financial decision-making.
Stakeholder portals
Zoho Creator allows you to build secure, custom portals that pull data directly from Zoho Books, giving different stakeholders tailored access. Vendors can track invoice statuses, customers can view outstanding payments, and your teams can collaborate on expense claims, all through dedicated portals. These portals reduce back-and-forth communication, and empower stakeholders with self-service options while ensuring that sensitive financial information stays protected.
What else can you build with Zoho Creator
eProcurement
An eProcurement app streamlines the entire purchase cycle: requests, approvals, and vendor payments, removing manual paperwork and delays. With Zoho Creator and Zoho Books together, you can automate purchase requests, set up multi-level approvals, and enforce spending policies. Creator extends Books by integrating with ERP or inventory systems, while Books manages accurate accounting and vendor payments. The result: end-to-end procurement management with real-time visibility, compliance, and cost control.
Quotation management
Build custom quotation workflows in Zoho Creator that integrate seamlessly with Zoho Books. Create, track, and approve quotes faster, and convert accepted ones directly into invoices for accurate billing. Use automation to apply discounts, taxes, or currency conversions, and monitor conversion rates and profitability through real-time dashboards.
Vendor management portal
Provide vendors a secure Creator-built, white-labelled portal linked to Zoho Books. Vendors can log in with secure credentials to view purchase orders, submit invoices, and track payment statuses, improving transparency and strengthening supplier relationships. Role-based access ensures sensitive data protection, while API-driven integrations can sync vendor performance metrics into Books for compliance and audit readiness.
Supplier portal
Enable your suppliers to manage catalogs, update pricing, and track purchase requests through a Creator-powered secure portal integrated with Zoho Books, ensuring real-time collaboration and error-free transactions. Built-in validations prevent duplicate entries, and automated sync with Books keeps supplier balances, outstanding invoices, and credits always accurate and up to date.
Warehouse management system
Streamline your purchase order processes with a custom warehouse app built on Zoho Creator. Automate purchase order creation based on stock levels, track supplier payments, and sync all transactions with Zoho Books in real time. Generate financial reports, monitor cash flow for inventory purchases, and ensure accurate costing, while reducing manual errors and improving supply chain efficiency.
Project expense reimbursement tracker
Integrate Zoho Books with Creator to track your project-related expenses and automate reimbursements. Employees can submit claims through custom apps, while finance teams validate and reimburse directly against budgets. Policy rules and approval hierarchies can be enforced through Creator, ensuring that expense claims comply with your company's guidelines before syncing into Books.
Property management system
Build a Creator-powered property management solution that syncs rent collections, maintenance costs, and utility charges with Zoho Books. Simplify tenant billing while keeping property-related finances fully transparent. You can also automate recurring invoices, track lease renewals, and integrate with payment gateways to offer tenants multiple options for secure online payments.
Earlier we were using paper-based forms, where users would submit approvals manually. After implementing Zoho Creator, they just need to fill in the forms and submit it to the approvers directly. This also meant a reduction in time spent, as the approvers are notified promptly, as soon as the form has been submitted.
— Jessica Lum
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Frequently Asked Questions
Can Zoho Creator access my Zoho Books data directly?
Yes. By leveraging Creator’s Zoho Books connectors and APIs, you can pull, edit, and push financial data, including invoices, purchase orders, and payments, for seamless operations.
How does workflow automation between the two platforms work?
Creator’s no-code workflow builder can trigger actions in Zoho Books like invoice generation, vendor payment releases, or approval escalations, based on predefined conditions, schedules, or user actions, reducing manual intervention.
Can I build portals for vendors or customers using Zoho Books data?
Yes. Creator allows you to design secure stakeholder portals with role-based access, pulling real-time data from Zoho Books. Vendors, customers, or employees can track invoices, payments, or claims directly.
Is it possible to integrate Zoho Books and Creator with third-party applications?
Yes. Creator’s integration flows and Deluge scripting allow Zoho Books data to connect with CRMs, ERPs, payment gateways, or custom APIs, enabling end-to-end financial process automation across your ecosystem.
How secure is the financial data shared between Zoho Creator and Zoho Books?
All data transmitted through the APIs is encrypted, and these APIs are secured with robust authentication protocols. Creator provides role-based permissions, audit logs, and compliance-ready security, ensuring financial data integrity across workflows and portals.