Automation & workflows

Schedule automatic refresh

Use Automation → Create Workflow to refresh invoice, bill or report templates daily or weekly, with optional email notifications — your sheets stay in sync with your books without manual pulls.

Create Workflow dialog with scheduler — Creating a scheduled workflow

Refresh on demand with webhooks

Need a refresh triggered by an outside event instead of a schedule? Use Automation… → Manage Webhooks to get a secret URL that Zoho Books automations, Zoho Flow, Zapier or any HTTP client can call to update this spreadsheet — see Webhooks: refresh your sheets from anywhere.