> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho Books Voice AI Integration Guide

> Connect DialNexa voice AI with Zoho Books to answer invoice questions, support collections, and hand finance requests to the right person.

The **Zoho Books voice AI integration** helps Indian finance teams answer routine invoice and payment questions while keeping GST, credits, refunds, and accounting records under human control.

<Warning>
  A catalog page describes a possible workflow. It does not confirm that a native Zoho Books connector is enabled in your workspace. Check **Integrations** in the DialNexa dashboard first. If Zoho Books is not listed, use a custom function, agent webhook, or external automation service.
</Warning>

## When to use the Zoho Books voice AI integration

Use Zoho Books when:

* Customers call about invoice balance, due date, payment status, or document delivery.
* Collections teams need promise-to-pay dates and dispute reasons recorded.
* Finance staff need the matched customer, invoice, and call summary together.
* GST treatment, credit notes, refunds, and write-offs require accounting review.

<Tip>
  **Best first workflow:** Match the customer and invoice, read the safe balance and due date, then email the approved invoice or create a collections follow-up after confirming the recipient.
</Tip>

## Before you begin

Prepare the following:

* A published DialNexa agent that has already passed a basic test call.
* Access to the DialNexa workspace **Integrations** page.
* A Zoho Books account with permission to read or update the required records.
* One test record that does not affect a live customer.
* A list of actions that can run automatically and actions that require human review.

## Choose how to connect Zoho Books

| Connection method                                   | Use it when                                                  | Important limit                                                             |
| --------------------------------------------------- | ------------------------------------------------------------ | --------------------------------------------------------------------------- |
| Workspace connector                                 | Zoho Books appears in your DialNexa **Integrations** page    | Available actions and authentication depend on your workspace               |
| [Custom function](/docs/agent-settings/custom-functions) | The agent needs Zoho Books data during the live conversation | Keep the request fast and return only the fields the agent needs            |
| [Agent webhook](/docs/api-access/agent-webhooks)         | Zoho Books should receive a result after the call            | Your endpoint must authenticate, retry safely, and prevent duplicate writes |
| External automation                                 | The workflow spans Zoho Books and several other systems      | Monitor the external workflow separately from the DialNexa call             |

## Build the Zoho Books voice AI workflow

1. Define the exact event that starts the action, such as a confirmed booking, qualified lead, support escalation, or completed call.
2. Choose the connection method from the table above.
3. Map caller identity, the DialNexa call ID, the verified outcome, and the destination record ID.
4. Add a condition so uncertain, sensitive, destructive, or high-value changes go to a human-owned queue.
5. Store the destination record URL or ID with the call result so your team can trace the handoff.
6. Test success, no-match, duplicate, permission-error, and timeout cases before using live traffic.

## Data to map between DialNexa and Zoho Books

* DialNexa call ID, call direction, status, and final outcome
* Caller name, phone number, email, and matched customer or account ID
* Structured fields collected during the call, including consent where required
* Short operational summary, requested next step, owner, and due date
* Transcript or recording link only when your privacy policy allows it
* Zoho Books record ID, record URL, update timestamp, and integration result

## High-value Zoho Books voice AI workflows

| Call outcome                        | Zoho Books result                             | Human control                                         |
| ----------------------------------- | --------------------------------------------- | ----------------------------------------------------- |
| Customer asks what is outstanding   | Read the matched invoice balance and due date | Verify identity before sharing finance data           |
| Customer requests the invoice again | Send it through an approved email action      | Confirm recipient and document                        |
| Customer promises payment           | Create a finance follow-up with the date      | Do not record payment until it is received            |
| Customer asks for refund or credit  | Record the reason and route it to finance     | Keep refunds, GST changes, and credits human-approved |

## Verify the Zoho Books integration

Run a test call and confirm that:

1. The customer and invoice match the verified internal account or order.
2. Only approved amount, due-date, payment-status, and document fields are shared.
3. Any emailed invoice goes to the confirmed recipient.
4. The DialNexa call ID prevents duplicate messages and collection tasks.
5. GST changes, credits, refunds, write-offs, and failed writes reach finance staff.

## Troubleshoot Zoho Books integration issues

| Problem                                     | What to check                                                                                                                                     |
| ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| Zoho Books is not shown in the dashboard    | Use a custom function, webhook, or external automation service, or [request the integration](/docs/dashboard-integrations/requesting-new-integrations) |
| Authentication fails                        | Reconnect the account and verify scopes, workspace ownership, and token expiry                                                                    |
| Customer or invoice is not found            | Use a verified internal reference and the stored Zoho Books contact or invoice ID                                                                 |
| Duplicate emails or collection tasks appear | Use the DialNexa call ID as an idempotency key and make retries safe                                                                              |
| The live call becomes slow                  | Move nonessential writes to a post-call webhook and keep live lookups small                                                                       |

## Related pages

* [DialNexa integrations overview](/docs/integrations/overview)
* [Connect dashboard integrations](/docs/dashboard-integrations/connecting-integrations)
* [Use integrations in agents](/docs/dashboard-integrations/using-integrations-in-agents)
* [Use integrations in workflows](/docs/dashboard-integrations/using-integrations-in-workflows)
* [Integration workflow tutorials](/docs/tutorials/integration-workflows)