Steps to Create a Webhook in Zoho Books:
STEP 1
Log in to Zoho Books
- Go to books.zoho.com and sign in with your Zoho account.
STEP 2
Navigate to Automation Settings
- Click the gear icon in the top right corner.
- Under Automation, select Web-hooks.
- Click "+New Web-hook"
Note you'll be taken to the web-hook creation form.
STEP 3
Fill in the Web-hook Details:
- Module: Select the module for which the webhook should trigger (e.g., Invoice).
- Name: Enter a name for your webhook (fiscalizing an invoice).
- URL to Notify: https://pluginsapi.fiscalharmony.co.zw/zoho/receive-invoice
Custom Parameters (optional)
STEP 4
Save the Web-hook
- Go to Automation > Workflow Rules.
- Click + New Workflow Rule.
- Choose the same Module you selected in the web-hook.
- Set the Condition and Execution Criteria.
- Under Action, select Web-hook, and choose the one you just created
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