Overview

The Zoho Books connector for Gemini Enterprise lets you search, read, and perform write operations on your Zoho Books items, contacts, invoices, sales orders, estimates, purchase orders, and customer payments using natural language.

Supported actions

When the Zoho Books connector is enabled, end users can use natural language commands in Gemini Enterprise to perform the following actions.

Action Description
Create Contact Create a new contact in zohobooks.
Create Customer Payment Create a new customer payment in zohobooks.
Create Estimate Create a new estimate in zohobooks.
Create Invoice Create a new invoice in zohobooks.
Create Item Create a new item in zohobooks.
Create Purchase Order Create a new purchase order in zohobooks.
Create Sales Order Create a new sales order in zohobooks.
Create Tax Create a new tax in zohobooks.
Update Contact Update an existing contact in zohobooks.
Update Estimate Update an existing estimate in zohobooks.
Update Invoice Update an existing invoice in zohobooks.
Update Item Update an existing item in zohobooks.
Update Purchase Order Update an existing purchase order in zohobooks.
Update Sales Order Update an existing sales order in zohobooks.

Limitations

The Zoho Books data store for Gemini Enterprise has the following limitations:

  • When creating a new app or adding a data store to an existing one, it's recommended to associate only one data store with actions belonging to a single connector type.
  • Enforcing a VPC Service Controls perimeter on existing Zoho Books data stores is not supported. To enforce VPC Service Controls, you must delete and recreate the data stores. For more information on VPC Service Controls and how to use actions after enabling VPC Service Controls, see Secure your app with VPC Service Controls.
  • The Zoho Books data store is supported only in the global, us, and eu locations.

What's next