?>

Integrate Basin with Zoho Books

Appy Pie Connect allows you to automate multiple workflows between Basin and Zoho Books

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Basin

Basin is a basic form backend that lets you collect data from submissions without writing a single line of code.

About Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

Zoho Books Integrations
Zoho Books Alternatives

Looking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives

  • FreshBooks Integration FreshBooks
  • Freshsales Integration Freshsales

Best Basin and Zoho Books Integrations

  • Basin Integration Zoho Books Integration

    Basin + Zoho Books

    Create Contact to Zoho Books from New Submission in Basin Read More...
    Close
    When this happens...
    Basin Integration New Submission
     
    Then do this...
    Zoho Books Integration Create Contact
  • Basin Integration Zoho Books Integration

    Basin + Zoho Books

    Create Sales Invoice to Zoho Books from New Submission in Basin Read More...
    Close
    When this happens...
    Basin Integration New Submission
     
    Then do this...
    Zoho Books Integration Create Sales Invoice
  • Basin Integration Zoho Books Integration

    Basin + Zoho Books

    Create Item to Zoho Books from New Submission in Basin Read More...
    Close
    When this happens...
    Basin Integration New Submission
     
    Then do this...
    Zoho Books Integration Create Item
  • Basin Integration Zoho Books Integration

    Basin + Zoho Books

    Update Contact in Zoho Books when New Submission is created in Basin Read More...
    Close
    When this happens...
    Basin Integration New Submission
     
    Then do this...
    Zoho Books Integration Update Contact
  • Basin Integration Salesforce Integration

    Basin + Salesforce

    Add new Basin submissions to Salesforce as leads. Read More...
    Close
    When this happens...
    Basin Integration New Submission
     
    Then do this...
    Salesforce Integration Create Record
    Transform any Basin submission into an opportunity in Salesforce. This Basin-Salesforce integration will automatically create leads in your Salesforce account corresponding to new Basin submission so that you can focus on moving them down the funnel, not wrangling with data entry.
    How This Basin-Salesforce Integration Works
    • A new form submission is received on Basin
    • Appy Pie Connect adds new lead to Salesforce
    What You Need
    • Basin account
    • Salesforce account
  • Basin Integration {{item.actionAppName}} Integration

    Basin + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Basin + Zoho Books in easier way

It's easy to connect Basin + Zoho Books without coding knowledge. Start creating your own business flow.

    Triggers
  • New Submission

    Triggers when a user submits to your form.

  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

    Actions
  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Basin & Zoho Books Integrations Work

  1. Step 1: Choose Basin as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Books as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Basin to Zoho Books.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Basin and Zoho Books

Basin is a web based collaboration tool for businesses to share documents, spreadsheets, and workbooks within the organization. It is a part of Zoho Family of products. Zoho Books is an accounting solution for small businesses to manage their financials online. Zoho Family is a set of products offered under one umbrella by Zoho Corporation based out of Bangalore, India.

Basin allows users to create a shared workspace where they can access, edit, and provide comment on documents in real time. It also allows users to create Individual workspaces where they can work on their own documents. It supports multiple file formats and integrates with Google Drive. It offers an extensive library of templates to customize the look and feel of the document created in the workspace. The templates are categorized into four sections. Business, School, Corporate, and Personal. It also allows users to create a document from scratch. Once a document is created it can be shared with other users. The entire document or individual parts of it can be shared with other users which allows multiple people to work on the same document simultaneously. A shared workspace can have up to 25 members who can work on a single document at a time. A user can create multiple version of a document and keep track of all the changes made to it in the History tab. A user can chat with other users in the chat box, attach files, and add comments to any part of the document.

Zoho Books is an accounting solution that makes bookkeeping accessible, affordable and simple for small businesses. It has integrated payroll services and provides users with a complete set of financial reports which are stored in the cloud and can be accessed from anywhere with Internet connection. Zoho Books also helps users in managing inventory by allowing users to take photos of their inventory and import it into the software. The inventory management system adds up all the items at the end of every month and creates reports for every business transaction that occurs during the month. Zoho Books offers accounting features such as. Invoicing, Expense tracking, Time Tracking, Budgeting, Reporting, Online Payments and Document Management.

The process to integrate Basin and Zoho Books may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.