Zoho Books + Webhooks By Connect Integrations

Zoho books is a cloud-based accounting software that helps the user to track their expenses and income efficiently. It can be used by both individuals and businesses. The main features of this software are invoicing, cash flow, time tracking, etc.

Webhooks By Connect is a cloud-based web automation platform that helps automate processes through APIs. It allows the user to build a custom application that connects to a variety of APIs and makes it easier to manage repetitive actions in a single location. It enables the users to create a custom application that integrates with Zoho Books and automate processes using Webhooks.

The main objective of this article is to outline the integration of Zoho books and Webhooks By Connect. This will help one to understand the benefits of integration of Zoho books and Webhooks By Connect.

Webhooks By Connect is an app which can aid one in automating repetitive tasks in Zoho Books. The app can be accessed on cloud9 IDE. It supports all major programming languages like PHP, Ruby, Python, NodeJS, etc. One can integrate their accounts on Zoho Books using Webhooks By Connect. This enables the user to automate billing or get notified when new invoice is created. This can be done either manually or automatically. Once the new invoice is created, an email is sent to the customer with links to view new invoice on Zoho Books. There are some limitations which need to be considered while integrating Zoho books with Webhooks By Connect. For example, if one wants to sell products through Zoho Books, they need to make sure that the product name does not contain special characters like dplar sign (“$”), comma (“,”), back slashes (“”), etc. Also, if one wants to sell products through Zoho Books, they have to use the “Bulk Add Products” feature of Zoho Books since Webhooks does not support bulk product creation. The integration between Zoho Books and Webhooks By Connect can be illustrated through the fplowing steps:

Step 1. Create a Zoho Business account through https://business-signup.zoho.com/. Create an API key via API Keys tab in “Account Settings” section in Zoho Business dashboard. Click on “New API Key” icon in left sidebar menu.

Step 2. Select Webhooks by clicking on “Webhooks” icon in left sidebar menu of Zoho Business dashboard. Click on “New Webhook” icon in bottom right corner of “Webhooks” page. Provide a name for the webhook in “Create New Webhook” page. Click on “Create New Webhook” icon at bottom once you are done with filling up the details. The new webhook will appear in the list of webhooks under “Webhooks” icon in Zoho Business dashboard.

Step 3. To enable webhooks for particular account go to “Account Settings” page of that account in Zoho Business dashboard. Then click on “Notifications” tab. Tick the checkbox next to “webhook” under “Account Notification Center” section and click on “Save Changes” icon at bottom to save the changes made.

Step 4. Copy the generated API key from API Keys tab in Account Settings section of your Zoho Business dashboard and paste it into API Key field under Webhooks by clicking on “Edit Details” icon under webhook for which you want to enable webhooks. Ensure that URL field has value ‘https://www.zoho.com/api/webhooks/#{APIKEY}’ which looks like fplowing. https://www.zoho.com/api/webhooks/1234AJKL567890ABCDEFG#{APIKEY}. Once you are done with filling up the details, click on “Save Changes” icon at bottom to save changes made.

Note. If you want to use any other language other than PHP, make sure that you have installed the corresponding language compiler on your machine before setting up webhook for that language. You can install compiler using packages manager or apt-get command depending upon OS you are using. Use fplowing commands to install compiler for specific programming language:

For PHP. sudo apt-get install php7.0-curl php7.0-xmlrpc php7.0-gd php7.0-mbstring php7.0-mcrypt php7.0-common php7.0-cli php7.0-zip php7.0-fpm php7.0-json sudo apt-get install php7.0-dev sudo apt-get install php7.0-mysql php7.0-intl php7.0-sqlite3

For Ruby. sudo apt-get install ruby1.9.1 sudo apt-get install libpq-dev libmysqlclient18 libmysqlclient-dev sudo gem install pg sudo apt-get install libpq5 libpq5-dev postgresql postgresql-contrib sudo gem install sqlite3 sudo gem install mysql2 pg sudo apt-get install -y openssl sudo apt-get install git git clone https://github.com/binarylogic/webhooks_ruby_server cd webhooks_ruby_server bundle install Rakefile sudo nano /etc/webhooks/webhooks_ruby_server/config/configuration_sample vim /etc/webhooks/webhooks_ruby_server/config/configuration_sample vim /etc/webhooks/webhooks_ruby_server/config/configuration_sample cp /etc/webhooks/webhooks_ruby_server/config/configuration_sample /etc/webhooks/webhooks_ruby_server/config/configuration_sample nano /etc/webhooks/webhooks_ruby_server/config/configuration_sample sed -i "s|[^[:alnum:]@]+|[^[:alnum:]@][^[:alnum:]@][^[:alnum:]@]|" /etc/webhooks/webhooks_ruby_server/config/configuration_sample sed -i "s|[^[:alnum:]@]+|[^[:alnum:]@][^[:alnum:]@][^[:alnum:]@]|" /etc/webhooks/webhooks_ruby_server/config/configuration_sample sed -i "s|[^[:alnum:]@]+|[^[:alnum:]@][^[:alnum:]@][^[:alnum:]@]|" /etc/webhooks/webhooks_ruby_server/config/configuration_sample sed -i "s|[^[:alnum:]@]+|[^[:alnum:]@][^[:alnum:]@][^[:alnum:]@]|" /etc/webhooks/webhooks_ruby_server/config/configuration_sample sed -i "s|[^[:alnum:]@]+|[^[:alnum:]@][^[:alnum:]@][^[:alnum:]@]|" /etc/webhooks/webhooks_ruby_server/config/configuration_sample sed -i "s|[^[:alnum:]@]+|[^[:alnum:]@][^[:alnum:]@][^[:alnum:]@]|" /etc/webhooks/webhooks_ruby_server/config/configuration_sample sed -i "s|[^[]*auto.*||g" /etc/webhooks/webhooks_ruby_server/config/configuration_sample sed -i "s|[[^]]*[[]]*[[]]*[[]]*[[]]*||g" /etc/webhooks/webhooks_ruby_server/config/configuration_sample sed -i "s|[[^]]*[[]]*[[]]*[[]]*[[]]*||g" /etc/webhook

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