ERP · Integration
Zoho Books
Sourcing.sh, the AI agent data index, connects Zoho Books to an always-fresh database of companies. Your contacts and prospects are made reliable from the moment they are created.
What Sourcing.sh communicates with Zoho Books
Send the data
sourcing.sh pushes companies, profiles and fresh offers into your tool.
Refresh the data
Your records are re-crawled and updated continuously — the data no longer dies.
The index pushes and refreshes Zoho Books contacts, customers and prospects with identity, industry and headcount. Each new form is pre-filled and kept up to date, for SME accounting based on reliable third parties without manual entry.
This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.
Your workflow
The right data. The right action.
New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.
Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.
New or more recent data
Our index and partner indexes
Create a record
Update
Human approval
Zoho Books
Data in your tool
Workflow to configure with your team
How it works
- 01
Frame the connection to Zoho Books
Confirm compatible objects and necessary rights: OAuth, API key or export.
- 02
Define exchanges
Choose the fields to complete and the update rules in Zoho Books.
- 03
Plan the checks
Choose the cadences and actions to trigger when a change is detected.
Your next step
Turn data into action.
Find the right contacts, keep your data up to date and connect your tools.