Run Zoho Books from one chat: raise invoices and estimates, log expenses, record payments, and stay on top of accounts receivable automatically
Zoho Books actions
Ask in plain language — Praxivara picks the right Zoho Books action, runs it, and confirms anything sensitive first.
Pull the details of your connected Zoho Books organization to confirm you're working in the right account
Look up customers and vendors by name so you can find the right account before you invoice or pay
Open a single customer or vendor record to check their balance, terms, and history
Set up a new customer contact from chat so you can start billing them right away
Fix a name, email, or billing detail on any customer or vendor without opening Zoho
Delete a contact you no longer need to keep your ledger clean
Register a new employee record for expense tracking and reimbursements
Search your products and services by name to grab the right line item for a quote or invoice
Check the price and details of any product or service in your catalog
Create a new product or service, with its rate, so it's ready to drop into invoices
Pull recent invoices or every invoice for one customer to see what's outstanding
Open a single invoice to check its total, status, and remaining balance
Bill a customer with itemized lines just by describing the work in chat
Adjust line items, amounts, or terms on an existing invoice before it goes out
Send an invoice straight to the customer's inbox without leaving the conversation
Move a draft invoice to sent status so it counts toward what you're owed
Cancel an invoice that shouldn't be collected while keeping the record for your books
Remove an invoice created in error so it never reaches the customer
Log a customer payment and apply it to an open invoice to close out the balance
Review recorded customer payments to reconcile what's landed against your invoices
Pull recent quotes to see which proposals are still awaiting a customer's decision
Open a single quote to check its pricing, status, and line items
Turn a scope of work into a priced quote with line items and send it for approval
Review recent sales orders to track what's been agreed and what's still to fulfill
Open a single sales order to check its items, totals, and current status
Log a confirmed order with line items so fulfillment and billing can follow
Change quantities, pricing, or details on an order as the deal evolves
Pull recent expenses to see where money is going and catch anything out of place
Open a single expense to check its amount, category, and account
Log a business cost against the right account and category from a quick note in chat
Reach any Zoho Books endpoint directly for reports or actions beyond the standard set
Zoho Books triggers
Events in Zoho Books that can start an automation on their own — no clicks required once you set it up.
Fires when a new invoice is created in Zoho Books (any status, including draft).
Fires when an invoice is marked as sent / emailed to the customer.
Fires when an invoice is fully paid in Zoho Books.
Fires when a partial payment is applied and a balance remains on the invoice.
Fires when an unpaid invoice passes its due date and becomes overdue.
Fires when an invoice is voided in Zoho Books.
Fires when a new estimate / quote is created.
Fires when a customer accepts an estimate.
Fires when a customer declines an estimate.
Fires when an estimate is converted into an invoice.
Fires when a new sales order is created.
Fires when a sales order is marked confirmed.
Fires when a sales order is fully fulfilled / closed.
Fires when a customer payment is recorded in Zoho Books.
Fires when a credit note is created for a customer.
Fires when a credit note is applied to an invoice (credit consumed).
Fires when a new customer contact is created.
Fires when a customer contact's details are edited.
Fires when a new vendor contact is created.
Fires when a vendor contact's details are edited.
Fires when a new vendor bill is recorded.
Fires when a vendor bill is fully paid.
Fires when an unpaid bill passes its due date.
Fires when a payment is made to a vendor in Zoho Books.
Fires when a new expense is recorded.
Fires when a new purchase order is created.
Fires when a purchase order is marked issued / sent to the vendor.
Fires when a new recurring invoice profile is set up.
Fires each time a recurring profile generates a new child invoice.
Fires when a new item (product or service) is added to the catalog.
What you can ask in plain English
No menus, no automation builder to learn. Type it like you'd ask a capable assistant — Praxivara figures out the Zoho Books steps and shows you exactly what it did.
Related integrations
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