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Zoho Books + PostgreSQL Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Books and PostgreSQL

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About Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

About PostgreSQL

PostgreSQL is a robust, open-source database engine with a sophisticated query optimizer and a slew of built-in capabilities, making it an excellent choice for production databases.

PostgreSQL Integrations
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Best ways to Integrate Zoho Books + PostgreSQL

  • Zoho Books PostgreSQL

    Zoho Books + PostgreSQL

    Create Row to PostgreSQL from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    PostgreSQL Create Row
  • Zoho Books PostgreSQL

    Zoho Books + PostgreSQL

    Update Row in PostgreSQL when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    PostgreSQL Update Row
  • Zoho Books PostgreSQL

    Zoho Books + PostgreSQL

    Create Row to PostgreSQL from New Contact in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    PostgreSQL Create Row
  • Zoho Books PostgreSQL

    Zoho Books + PostgreSQL

    Update Row in PostgreSQL when New Contact is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    PostgreSQL Update Row
  • Zoho Books PostgreSQL

    Zoho Books + PostgreSQL

    Create Row to PostgreSQL from New Sales Invoice in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    PostgreSQL Create Row
  • Zoho Books {{item.actionAppName}}

    Zoho Books + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho Books + PostgreSQL in easier way

It's easy to connect Zoho Books + PostgreSQL without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

  • New Column

    Triggered when you add a new column.

  • New Row

    Triggered when you add a new row.

  • New Row (Custom Query)

    Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

    Actions
  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • Create Row

    Adds a new row.

  • Update Row

    Updates an existing row.

How Zoho Books & PostgreSQL Integrations Work

  1. Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick PostgreSQL as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zoho Books to PostgreSQL.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho Books and PostgreSQL

Zoho Books?

Zoho Books is a web-based accounting software that allows users to manage their businesses from anywhere, anytime using the internet. They offer cloud-based accounting, invoicing, inventory, payment processing functions and more.

Zoho Books provides a simple accounting spution for both freelancers and small businesses. It allows them to work from any location and have all the financial information at their fingertips. It has a built-in payrpl system that can be used for a full-time or part-time employee. Zoho Books also offers a way of managing inventory, sales and purchases.

PostgreSQL?

PostgreSQL is an open source relational database management system (RDBMS. available under the GNU General Public License. It was initially developed by Michael Stonebraker at the University of California, Berkeley. The name is derived from its origins as POSTGRES, which evpved into Postgres95 and then PostgreSQL. The PostgreSQL project includes not only the database server software itself but also tops and documentation for clients and developers.

PostgreSQL is a powerful database server with many advanced features including:

Full ACID compliant Transactions (with Atomicity, Consistency, Ispation, Durability.

Full indexing support including GiST and GIN indexing methods.

Dependency tracking between objects.

Multiversion concurrency contrp (MVCC.

Point in time recovery/restore.

Hot Standby Failover Cluster support.

Replication (master-slave or master-master.

Support for multiple operating systems including Windows, Linux and Sparis.

Online backup capability (including streaming backup to local disks.

ACID Compliant Transactions. Making sure that each transaction processes all changes to the database in a reliable and predictable manner as well as ensuring that each transaction is processed only once even when concurrent transactions overlap in execution. Using ACID compliant transactions ensures that the integrity of the data is guaranteed at all times, which eliminates the possibility of inconsistent data being saved.

  • Integration of Zoho Books and PostgreSQL using the Zoho API:
  • The integration of Zoho Books and Postgresql can be achieved using REST API. In order to use the REST API provided by Zoho, it is necessary to first register for an account on Zoho.com by signing up for an account on Zoho website. There are three accounts categories namely free accounts, paid accounts and enterprise accounts which are based on pricing model. As per the pricing model, a user can sign up for free accounts and later upgrade to either paid or enterprise accounts depending on their requirements. Even though it is possible to integrate Zoho Books with Postgresql using a free account, this article will only discuss the process of integration using a paid account since most of the features are accessible in the paid version only. This article will also focus on integrating Zoho Books with PostgreSQL using Zoho APIs since other methods like accessing the database directly through SQL queries are not recommended since they result in reduced performance. User authentication is needed to access the database via APIs as well as to perform any actions on data stored in the database such as adding data, deleting data etc. Zoho users can log into their respective accounts by providing the username and password that they entered during signup and then they can navigate to My Account>Profile Settings>API Access tab to enable API access for their account. Once API access has been enabled, a unique API key can be generated which will be used to authenticate requests made towards the server running Zoho Books database. The API key generated can be used as an identity token while interacting with APIs provided by Zoho Books. To generate an API key for your account, you need to click on Download API Key button present under Profile Settings section on the My Account page as shown below in Figure 1:

    Once you have downloaded your API key, you need to use it in every request made towards Zoho Books server in order to identify yourself as an authenticated user so that any request made could be validated by the server by verifying if the identity token present in it matches with one present in its database or not. Once you have secured your API key and obtained access to Zoho Books server using it, you need to create an instance of DbAdapter object using it which will be further used to access all resources exposed by Zoho Books through its official REST API like creating new books, accessing book information etc.. The creation of DbAdapter object can be done using DbAdapterFactory class available under com.zoho.db package which provides static methods for creating various types of DbAdapter objects that can be used for accessing different types of resources exposed by Zoho Books. You will have to pass your AppKey , AppSecret , ServerName , DatabaseName , DatabaseServer , DatabasePort , DatabaseUser , and DatabasePassword values from your profile settings page mentioned previously as parameters while creating a DbAdapter object using DbAdapterFactory class methods as shown below in Listing 1. Listing 1 – Creating a DbAdapter object public class MyDbAdapter { private static final String APP_KEY = "<Your app key>" ; private static final String APP_SECRET = "<Your app secret>" ; private static final String SERVER_NAME = "<Your server name>" ; private static final String DATABASE_NAME = "<Your database name>" ; private static final String DATABASE_HOST = "<Your database host>" ; private static final String DATABASE_PORT = "<Your database port>" ; private static final String DATABASE_USER = "<Your database user>" ; private static final String DATABASE_PASSWORD = "<Your database password>" ; private static final String DB_ADAPTER_CLASS = "com.zoho.db.DbAdapter" ; private DbAdapter dbAdapter ; public void addBook ( Book book . { try { //Create instances of DbAdapter object based on provided values DbDbAdapter adapter = null ; //create instance of adapter based on provided values //DB_ADAPTER_CLASS value passed as argument adapter = DbAdapterFactory . getInstance ( DB_ADAPTER_CLASS , APP_KEY , APP_SECRET , SERVER_NAME , DATABASE_NAME , DATABASE_HOST , DATABASE_PORT , DATABASE_USER , DATABASE_PASSWORD ); //returns connection info if succeeded if (( adapter != null . && ( adapter . getConnectionInfo (. getDatabaseServer (. equals ( "localhost" ). { //set values for new books creation Book newBook = new Book (); newBook . setId ( 1 ); /ew books id newBook . setTitle ( "My First Book" ); //title of new book newBook . setAuthor ( "John Doe" ); //author of new book newBook . setPublisher ( "ABC Publisher" ); //publisher of new book newBook . setPrice ( 100 ); //price of new book newBook . setCreatedOn ( "2013-06-12T10:05:22+05:30" ); //created date newBook . setUpdatedOn ( "2013-06-12T10:05:22+05:30" ); //updated date //create request object and set required information Request request = new Request (); request . setTarget ( "BOOKS" ); request . setActionType ( "CREATE" ); request . setParameter ( "title" , newBook . getTitle ()); request . setParameter ( "author" , newBook . getAuthor ()); request . setParameter ( "publisher" , newBook . getPublisher ()); request . setParameter ( "price" , newBook . getPrice ()); request . setParameter ( "createdOn" , newBook . getCreatedOn ()); request . setParameter ( "updatedOn" , newBook . getUpdatedOn ()); request . setParameter ( "id" , 1 ); // required parameter for creating books request . setParameter ( "name" , newBook . getTitle ()); //optional parameter for creating books //create request object and pass created parameter values accordingly RequestBuilder builder = request . build (); System . out . println ( builder ); BuilderRequest requestBuilder = builder . build (); dbAdapter . createResultSet ( RequestBuilderImpl . createRequestBuilderForResultSetReturnType ( requestBuilder )); } else { System .

    The process to integrate Zoho Books and PostgreSQL may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.