Zoho Books

What It Does

Zoho Books sends billing events in real time to DURUM.ai.

Zoho Books Event	Type in DURUM.ai	When
Invoice Paid	Payment	Client pays an invoice
Invoice Overdue	Payment Due	Invoice passes the due date

Step-by-Step Configuration

1. Log in to your Zoho Books account
2. Click the Gear icon (top right) to access Settings
3. In the Integrations section, click Webhooks (or in Automation depending on your version)
4. Click + New Webhook

Webhook for paid invoices:

5. Name: DURUM - Payment
6. Module: Invoice
7. URL:

   https://app.durum.ai/api/webhook/payment?client_key=YOUR_KEY

8. HTTP Method: POST
9. Payload Format: JSON
10. In Trigger, select: when invoice status changes to Paid
11. Add the fields to include in the payload:
    • Invoice Number
    • Invoice Date
    • Total
    • Balance
    • Customer Name
    • Contact Email
12. Click Save

Webhook for overdue invoices:

13. Create a second webhook: DURUM - Payment Due
14. Same URL:

    https://app.durum.ai/api/webhook/payment?client_key=YOUR_KEY

15. Trigger: when status changes to Overdue
16. Save

How to Test

1. Create a test invoice in Zoho Books
2. Mark it as paid
3. Wait 30 seconds
4. In DURUM.ai, go to Data Logs
5. Verify that a payment event appears
6. Delete the test invoice

Zoho Books Troubleshooting

Problem	Solution
Empty payload in logs	Verify the fields are properly configured in the Zoho Books webhook
client_key=unknown	Make sure ?client_key=YOUR_KEY is present in the URL
Quarantined event	The agency needs to map the source. Contact your manager.

WARNING

The ?client_key=YOUR_KEY parameter is required in the Zoho Books webhook URL. Without this parameter, DURUM.ai won't be able to associate the payment with your account.

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