Zoho Books

Zoho Books is a platform for managing accounting, invoicing, and financial operations for businesses. It is commonly used in ecommerce to handle customer records, generate invoices, and track payments.

Key features include:

Contact and customer management
Invoice creation and management
Financial reporting
Tax and compliance handling

This scenario processes ShopWired order data and manages customer records and invoices in Zoho Books. It checks if a customer already exists and either uses the existing contact or creates a new one before generating an invoice.

This scenario allows:

Receiving ShopWired order data via webhook
Searching for existing contacts in Zoho Books by email
Creating a new contact if none exists
Creating an invoice linked to the correct contact

ShopWired can only provide support for the scenario as provided in this guide. Any customisations or changes made to the scenario are supported by Make.

Prerequisites

An account at Make
An account at Zoho Books

Scenario blueprint

This scenario blueprint is provided via a Make public link

Modules used in this scenario:

Webhook – Custom webhook (ShopWired Order Finalised)
Zoho Books – List contacts
Router – Route based on contact existence
Zoho Books – Create invoice (existing contact)
Zoho Books – Create contact
Zoho Books – Create invoice (new contact)

This scenario uses Zoho Books app modules.

This scenario uses a webhook trigger.

Scenario setup steps

Select the scenario blueprint provided with this guide
Open it in Make
Create a new scenario from the blueprint
Replace any placeholder values if required
Connect required accounts
Turn the scenario on
Trigger the relevant event in ShopWired

ShopWired webhook data

Event: order.finalized

{
  "event": {
    "topic": "order.finalized",
    "data": {
      "object": {
        "billingAddress": {
          "name": "John Doe",
          "emailAddress": "customer@example.com",
          "telephone": "0123456789",
          "addressLine1": "123 Street",
          "addressLine2": "",
          "city": "London",
          "postcode": "SW1A 1AA",
          "countryId": "GB"
        },
        "shippingAddress": {
          "name": "John Doe",
          "addressLine1": "123 Street",
          "addressLine2": "",
          "city": "London",
          "postcode": "SW1A 1AA",
          "country": "GB",
          "telephone": "0123456789"
        },
        "products": [
          {
            "total": "59.99",
            "quantity": 1
          }
        ]
      }
    }
  }
}

Required user inputs

Field	Description
Zoho Books connection	Authorise your Zoho Books account in Make
Webhook URL	Generated webhook URL to be added in ShopWired

Recommendations

Ensure the webhook is correctly configured and tested with a real order
Verify that the organisation ID in Zoho Books matches your account
Confirm product item_id exists in Zoho Books before running the scenario
This scenario relies on email matching to detect existing contacts
Duplicate contacts may be created if email data is missing or inconsistent
This scenario does not update existing contacts
Custom modifications are not supported by ShopWired