Arrivy is a field service and operations management platform designed to help businesses schedule work, dispatch teams, manage field execution, communicate with customers, and connect operational data with existing business systems.

What does the Arrivy–Zoho Books integration do?

The integration connects financial activity in Zoho Books with field operations in Arrivy. Businesses can create Arrivy tasks from Zoho Books Sales Orders and Invoices, create Zoho Sales Orders from Arrivy tasks, and map information between the two systems.

Is the Arrivy–Zoho Books integration two-way?

Yes. Zoho Books can send Sales Order and Invoice information into Arrivy to create tasks, while Arrivy tasks can be used to create Sales Orders in Zoho Books. The documented reverse workflow specifically covers Zoho Sales Order creation from Arrivy tasks.

Which Zoho Books records can create Arrivy tasks?

Arrivy can create tasks from: Sales Orders Invoices The object type to monitor is selected during integration configuration.

Can Arrivy create records inside Zoho Books?

Yes. Arrivy tasks can be used to create Zoho Books Sales Orders.

Can tasks be created as scheduled or unscheduled?

Yes. Businesses can configure integrated tasks as either scheduled or unscheduled. Scheduled tasks require start and end times and can trigger customer communication. Unscheduled tasks provide more flexibility before an appointment is confirmed.

Can Zoho Books fields be mapped to Arrivy?

Yes. The integration supports field mapping between Zoho Books and Arrivy. Advanced JSON Mapping can also be configured to connect additional Zoho Books fields with corresponding Arrivy fields.

Can different Zoho Books records use different Arrivy templates?

Yes. A Zoho Books field can be used for Arrivy Template Mapping, allowing different records to create tasks using the appropriate Arrivy template.

Can integrated tasks be assigned to different groups?

Yes. Zoho Books fields can be used for Arrivy Group Mapping, allowing field values to determine which Arrivy group receives the task. Time zones can also be configured for mapped groups.

Does the integration support customer notifications?

Yes. Scheduled Arrivy tasks can trigger configured Task Created customer messages through SMS or email. If a scheduled task’s date or time changes, a Task Rescheduled message can also be sent when the task synchronises. Unscheduled tasks do not trigger customer communications until they are moved into a scheduled state.

How is Zoho Books connected to Arrivy?

The Arrivy application is first installed in Zoho Books and given permission to access the required Zoho Books data. The Zoho Books account is then connected from: Arrivy → Settings → Apps & Integrations → Zoho Books From there, businesses can configure task behaviour, monitored objects, mappings, templates, groups, and time zones.

WhatWhat configuration options are available? onboarding and training support is provided?

The integration includes configuration for: Integration time zone Scheduled or unscheduled task creation Sales Orders or Invoices as monitored objects Arrivy Template Mapping Arrivy Group Mapping Advanced JSON Mapping

Why does the integration require time zone configuration?

The Zoho Books and Arrivy integration time zones should match so dates and times are interpreted consistently across both systems. This is particularly important for scheduled tasks and customer notifications.

Is a webhook required?

Yes. The integration documentation states that the configuration will not function fully without the required webhook configuration. The Arrivy support team assists with setting up the webhook.

Can Arrivy help configure the integration?

Yes. Arrivy support can assist with field mapping, JSON Mapping, webhook setup, and integration configuration.

What onboarding support is available?

Arrivy can assist businesses with setting up the Zoho Books integration, configuring mappings, and preparing the required webhook.

Can the integration be customised?

Yes. Businesses can configure which Zoho Books objects create tasks, how those tasks are created, which templates and groups they use, and how Zoho Books fields map into Arrivy.

What should businesses confirm before going live?

Before activating the integration, businesses should confirm: Whether Sales Orders, Invoices, or both should create tasks Whether those tasks should be scheduled or unscheduled Required field mappings Template mappings Group mappings Matching time zones Webhook configuration

ZOHO BOOKS FIELD SERVICE INTEGRATION

Connect Field Operations with Invoicing

Turn Zoho Books Sales Orders and Invoices into structured Arrivy tasks and create Zoho Sales Orders directly from Arrivy tasks. Keep customer, order, invoice, and field-service information connected without repeatedly entering the same data across systems.

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SALES ORDER & INVOICE AUTOMATION

Turn Financial Records into Field Work

Create Arrivy tasks directly from Zoho Books Sales Orders and Invoices.

Mapped customer, order, and invoice information is carried into Arrivy so operations teams can move from financial records to scheduling and field execution without rebuilding job information manually.

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TWO-WAY WORKFLOW SYNC

Connect Arrivy Tasks Back to Zoho Books

The integration supports data movement in both directions.

Zoho Books Sales Orders and Invoices can create Arrivy tasks, while Arrivy tasks can be used to create Zoho Sales Orders. This helps field operations and financial workflows stay connected as work moves between teams.

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TASK CREATION CONTROLS

Decide How Jobs Enter Arrivy

Choose whether Zoho Books records create scheduled or unscheduled Arrivy tasks.

Scheduled tasks include defined start and end times, appear on the calendar, and can trigger configured customer notifications. Unscheduled tasks give operations teams flexibility to review and schedule the work later.

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ADVANCED FIELD MAPPING

Keep Zoho Books and Arrivy Data Aligned

Use configurable field mapping to connect Zoho Books information with corresponding Arrivy task fields.

Advanced JSON Mapping can be used to map additional Zoho Books fields into Arrivy, helping teams maintain consistent customer, invoice, order, and operational information across both systems.

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AUTOMATED CUSTOMER NOTIFICATIONS

Keep Customers Updated as Work Gets Scheduled

When a Zoho Books record creates a scheduled task in Arrivy, configured customer communications can begin automatically.

Arrivy can send appointment notifications through SMS or email, while rescheduling a task can trigger updated customer communication. Unscheduled tasks remain flexible until the appointment is ready to be confirmed.

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