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Integrate Zoho Books Data into Automated Tasks with Power Automate

Use the CData Cloud Hub to create a virtual SQL Server database for Zoho Books data and integrate live Zoho Books data into your Power Automate (Microsoft Flow) tasks.

Power Automate (Microsoft Flow) is an online service that automates events (known as workflows) across the most common apps and services. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to Zoho Books data for visualizations, dashboards, and more. This article shows how to connect to the Cloud Hub from Power Automate and integrate live Zoho Books data into your workflows and tasks.

The CData Cloud Hub provides a pure SQL, cloud-to-cloud interface for Zoho Books, allowing you to easily integrate with live Zoho Books data in Power Automate — without replicating the data. The CData Cloud Hub looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Zoho Books, leveraging server-side processing to quickly return Zoho Books data.

Create a Virtual SQL Database for Zoho Books Data

CData Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Cloud Hub and click Databases.
  2. Select "Zoho Books" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Zoho Books.

    Zoho Books uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section of the Getting Started guide in the Help documentation for an authentication guide.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to the CData Cloud Hub

To use the Cloud Hub to integrate Zoho Books data into your Power Automate tasks, you need a new SQL Server connection:

  1. Log in to Power Automate
  2. Click Data -> Connections -> New connection
  3. Select SQL Server
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to the address of your Cloud Hub instance (myinstance.cdatacloud.net)
    • Set SQL database name to the name of the virtual Zoho Books database you created earlier (like zohobooksdb)
    • Set the Username and Password and click Create

Integrating Zoho Books Data into Power Automate Tasks

With the connection to the Cloud Hub configured, you are ready to integrate live Zoho Books data into your Power Automate tasks.

  1. Log in to Power Automate
  2. Click My flows -> New and choose to create the flow from blank or template
  3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Cloud Hub connection
  4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
  5. Configure any actions to follow and test, then save the flow

SQL Access to Zoho Books Data from Cloud Applications

Now you have a direct connection to live Zoho Books data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Zoho Books data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Cloud Hub.