Use Zoho Books in your Crisp app.
Invoices, estimates, bills and expenses.
People sign in with their Zoho account and the app works with the customers, invoices, estimates, bills and expenses of their Zoho Books organization. Zoho runs separate regions, so say which one your account is in.
What you need.
Sign in with your Zoho Books account in a new window and choose what your app may do. Crisp keeps the sign-in and hands your app a fresh token whenever it needs one, so no key is ever pasted or stored in your app.
- Read organizations and settings always
- Read and manage customers and vendors
- Read and manage invoices
- Read and manage estimates
- Read and manage customer payments
- Read and manage bills
- Read and manage expenses
- Everything in Zoho Books
Prefer your own Zoho Books app? Paste its client id and secret instead, and your app runs the sign-in itself on your own pages:
- Client id
ZOHO_BOOKS_CLIENT_ID- api-console.zoho.com, your Server-based client. Starts with 1000.
- Client secret
ZOHO_BOOKS_CLIENT_SECRET- Same client, Client Secret tab
- Data center optional
ZOHO_BOOKS_REGION- The ending of your Zoho address: com, eu, in, au, jp, ca or sa. Com when empty
- Organization id optional
ZOHO_BOOKS_ORGANIZATION_ID- Zoho Books, Settings, Organization profile. Empty means the first organization the account has
How to connect.
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Open your project, or start a new one from the dashboard.
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Open the workspace menu and choose Connectors, then pick Zoho Books.
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Choose what your app may do and press Connect. You approve it with Zoho Books in a new window, and your app can use the service from then on.
Then ask for the feature
- “Create a Zoho Books invoice when a project is delivered”
- “Show my expenses by category from Zoho Books”
What happens to your keys.
- Each key is saved as a private setting of your project, under the name shown above.
- The AI that builds your app sees only the names. It writes code that reads each key by name, and never the value.
- The values reach your preview and your published app, and never the chat, the code or the logs.
- Open Connectors in your project to replace a key or disconnect the service. Publish again so your live app uses the change.
Service names and logos belong to their owners; Crisp is not affiliated with them. A service changes its keys and pages now and then. Found something out of date? Tell us and we will correct it.
Ask for the feature, and Crisp builds it with Zoho Books.
Free plan with $3 of AI usage a month, no credit card. Pro is $20 a month. See pricing.
No credit card. Your code and data stay yours.