Zoho Books Webhooks and Customer Sync

Your team will still record some things directly in Zoho Books: a bank transfer reconciled against an invoice, an invoice voided by finance, or a new customer added by sales. Zoho Books webhooks bring those changes back to Flexprice, so collections, dunning and customer lists do not drift apart. To register the webhooks in Zoho Books, follow Connection Setup, Step 4.

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What Flexprice Handles

Invoice webhooks only act on Zoho invoices that Flexprice created through invoice sync. Invoices created by hand in Zoho Books are ignored.

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Invoices Paid in Zoho

When a synced invoice is marked paid in Zoho Books, Flexprice:

1. Records a payment on the Flexprice invoice for the amount Zoho reports as paid.
2. Marks the payment succeeded, which updates the invoice’s payment status.

Zoho sometimes sends the same webhook more than once. Each Zoho invoice produces at most one Flexprice payment, so repeats are harmless. Partially paid and overdue statuses are ignored. Flexprice only acts once the Zoho invoice is fully paid.

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Invoices Voided in Zoho

When a synced invoice is voided in Zoho Books, Flexprice voids the linked invoice and records void_source: zoho_books_webhook and the Zoho invoice ID in its metadata. An invoice already void in Flexprice is left as it is. Voiding works in this direction only. Voiding an invoice in Flexprice does not void it in Zoho Books.

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Customers Created in Zoho

With Pull customers on, a customer created in Zoho Books becomes a Flexprice customer: The new customer is linked to the Zoho contact, so its invoices sync to that contact. Flexprice skips the contact when:

• It is a vendor.
• It has no email address.
• A Flexprice customer with the same email already exists. Link them by hand if needed.
• It is already linked to a Flexprice customer.

Only the create event is used. Later edits to the contact in Zoho Books do not change the Flexprice customer. Changes go the other way: updating the Flexprice customer updates the Zoho contact.

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Webhook Security

Zoho Books signs each webhook with the secret set on the workflow’s webhook action, and sends the signature in the X-Zoho-Webhook-Signature header. Flexprice accepts a webhook only when:

• The signature matches the Webhook signing secret saved on the Zoho Books connection.
• The webhook comes from the Zoho Books organization that is connected.

Webhooks that fail either check are rejected and change nothing in Flexprice. If you change the secret, update it in Zoho Books and on the connection together.

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