How zoho/zohofinance-automation-samples works
This repository is a catalog of independent Zoho Books custom-function examples, not a single application pipeline. Users choose a function, configure its module and trigger in Zoho Books, then customize and save it. The examples cover transaction automation, purchasing and inventory, customer communications, and CRM/account integrations. The README names these capabilities, but no function source was provided, so edges show only relationships explicitly stated by the documented use cases; internal calls and detailed runtime wiring are omitted.
Main entry points: convert_estimate_to_salesorder_automatically.ds Estimate to sales order · add_additional_charges_to_invoice.ds Invoice charges · apply_unused_credits_to_invoice.ds Apply invoice credits · late_fee_add_a_new_invoice.ds Late fee invoice
Components 22
Transaction automation
- Estimate to sales order
CustomFunctions/convert_estimate_to_salesorder_automatically.ds - Invoice charges
CustomFunctions/add_additional_charges_to_invoice.ds - Apply invoice credits
CustomFunctions/apply_unused_credits_to_invoice.ds - Late fee invoice
CustomFunctions/late_fee_add_a_new_invoice.ds - Transaction margin
CustomFunctions/transaction_level_margin.ds
Purchasing and inventory
- Sales order to PO
CustomFunctions/Create-PO-From-SO.ds - Auto-approve PO
CustomFunctions/auto_approve_po.ds - Bill cost update
CustomFunctions/update_cost_price_during_bill_creation.ds - Low-stock email
CustomFunctions/schedule_email_for_low_stock_items.ds
Customer operations
- Customer statement
CustomFunctions/schedule_customer_statement.ds - Unpaid invoices
CustomFunctions/send_unpaidinvoices[consolidated]_to_customers.ds - Item catalogue
CustomFunctions/send_item_catalogue.ds - Loyalty points
CustomFunctions/loyalty_point.ds
CRM and integrations
- Estimate creates deal
CustomFunctions/create_deal_from_estimate_automatically.ds - Fetch deal fields
CustomFunctions/fetch_deals_field_value_in_related_estimates.ds - Update deal stage
CustomFunctions/update-deal-stage.ds - Draft invoice alert
CustomFunctions/draft_invoices_to_cliq.ds
Other components
- Books administrator
- Zoho Books
- Customer
- Zoho CRM
- Zoho Cliq
Connections 33
- Books administrator → Zoho Books: configures triggers
- Zoho Books → Estimate to sales order: runs on estimate
- Estimate to sales order → Zoho Books: creates sales order
- Zoho Books → Invoice charges: runs for invoices
- Invoice charges → Zoho Books: adds charges
- Zoho Books → Apply invoice credits: runs on invoice
- Apply invoice credits → Zoho Books: applies credits
- Zoho Books → Late fee invoice: runs for overdue invoices
- Late fee invoice → Zoho Books: creates invoice
- Zoho Books → Transaction margin: calculates transaction margin
- Zoho Books → Sales order to PO: runs on sales order
- Sales order to PO → Zoho Books: creates purchase order
- Zoho Books → Auto-approve PO: checks purchase order
- Auto-approve PO → Zoho Books: approves purchase order
- Zoho Books → Bill cost update: runs on bill
- Bill cost update → Zoho Books: updates item cost
- Zoho Books → Low-stock email: checks stock
- Low-stock email → Customer: schedules email
- Zoho Books → Customer statement: schedules statement
- Customer statement → Customer: sends statement
- Zoho Books → Unpaid invoices: selects unpaid invoices
- Unpaid invoices → Customer: sends invoices
- Zoho Books → Item catalogue: selects item catalogue
- Item catalogue → Customer: sends catalogue
- Zoho Books → Loyalty points: calculates loyalty points
- Zoho Books → Estimate creates deal: runs on estimate creation
- Estimate creates deal → Zoho CRM: creates deal
- Zoho CRM → Fetch deal fields: provides deal fields
- Fetch deal fields → Zoho Books: updates related estimate
- Zoho Books → Update deal stage: triggers stage update
- Update deal stage → Zoho CRM: updates deal stage
- Zoho Books → Draft invoice alert: selects draft invoices
- Draft invoice alert → Zoho Cliq: sends to channel