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Integrate Box with Zoho Books

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

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About Box

Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.

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
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Best ways to Integrate Box + Zoho Books

  • Box Integration Zoho Books Integration

    Box + Zoho Books

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

    Box + Zoho Books

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

    Box + Zoho Books

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

    Box + Zoho Books

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

    Box + Zoho Books

    Create Contact to Zoho Books from New Folder in Box Read More...
    Close
    When this happens...
    Box Integration New Folder
     
    Then do this...
    Zoho Books Integration Create Contact
  • Box Integration {{item.actionAppName}} Integration

    Box + {{item.actionAppName}}

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

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

    Triggers
  • New Event

    Triggered when a new event is performed (this is the activity stream).

  • New Folder

    Triggered when you add a new folder.

  • 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
  • Add Comment to File

    Adds a comment to a file.

  • Add Task to File

    Adds a task to a file.

  • Add User as Collaborator

    Adds an individual user as a collaborator on a folder.

  • Create Folder

    Creates a brand new folder at the path you specify.

  • Move Or Copy File

    Moves or copies a file from one folder to another.

  • Upload File

    Upload a file to specific folder.

  • 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.

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

How Box & Zoho Books Integrations Work

  1. Step 1: Choose Box 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 Box to Zoho Books.

    (2 minutes)

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

Integration of Box and Zoho Books

Box?

Box is a company that has been around since 2005. They provide cloud-based storage and file sharing services for businesses and individuals. Box also allows their users to create and share documents, spreadsheets, and presentations through a web interface or a mobile app.

Zoho Books?

Zoho Books is a popular accounting software package used by many small business owners. Zoho Books software provides a suite of online business management tops including financial accounting, inventory management, time tracking, invoicing, customer relationship management, payment processing, bill payment, and more. It’s very similar to Quickbooks Online which is an accounting software from Intuit.

Integration of Box and Zoho Books

In order to integrate Box with Zoho Books, the Box account must first be setup in Zoho Books. This is done by going to the Zoho Books homepage and logging in. Once logged in, a new user can click on “Add New Company” and fplow the prompts to add a new company. A user can also add a new company from the Settings screen by clicking “Add New Company” under Accounting Setup. Once this is done, the name of the company will appear in the “Companies” list located under the Accounting tab.

Once the Box account has been added to the company, the user can access it by clicking on “Box” located under the Accounts tab. Here they will see that Zoho Books has created two accounts for them. one for the company budget that will be used for storing funds received from customers, and one for receiving payments from customers. The user now has access to Box via Zoho Books.

Benefits of Integration of Box and Zoho Books

The integration of Box and Zoho Books offers many benefits to both companies and individual users. For example, if an individual customer pays their invoice using another method (such as PayPal), Box will automatically create an invoice in Zoho Books for each payment received. If an individual wants to send files over to their accountant or bookkeeper, they can easily do so by sending them directly to their Box fpder in Zoho Books. For small businesses, having all of your data in one place (such as your financial records. might make managing your business easier and more efficient. All of your data can be accessed from any computer at any time, which can save you time when you have to do work on the go. Also, if you have multiple employees working for you, having all of your data in one place can help streamline your workflow so that everyone works together more efficiently.

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