bill_events
Bill Events
Polls for new or updated bills from vendors. Detects bill creation, status changes, and payment updates.
bill_events
Polls for new or updated bills from vendors. Detects bill creation, status changes, and payment updates.
invoice_events
Polls for new or updated invoices. Detects invoice creation, status changes, and payment updates.
contact_events
Polls for new or updated customers and vendors. Detects contact creation and modifications.
customer_payment_events
Polls for new customer payments received. Detects when payments are recorded against invoices.
inbound_webhook
Receives HTTP POST at the Slates webhook URL. Parses JSON into payload (or stores raw body if not JSON). Configure your provider to POST here when supported.
expense_events
Polls for new or updated expenses. Detects expense creation and modifications.
Manage small and medium business accounting including invoicing, expense tracking, payments, and financial reporting. Create and send invoices, estimates, sales orders, purchase orders, and bills with full lifecycle management. Record customer and vendor payments, issue credit notes and vendor credits, and process refunds. Track expenses with receipt attachments and manage recurring expenses. Manage contacts (customers and vendors) with billing/shipping addresses and payment terms. Handle banking operations including bank statement imports, transaction categorization, and matching. Manage chart of accounts, journal entries, fixed assets, inventory items, taxes, and multi-currency exchange rates. Create and track projects with tasks, time entries, and billing. Configure organization settings, users, roles, and reporting tags. Attach documents to transactions and send emails with customizable templates. Receive webhook notifications for events on invoices, contacts, expenses, bills, payments, and other modules.
Common questions about connecting Zoho Books to AI agents with Metorial.