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Integrate Canny with Zoho Books

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

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About Canny

Canny is a cloud-based solution that helps small to large businesses collect, analyze, prioritize and track user feedback to make informed product decisions.

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 Canny and Zoho Books Integrations

  • Canny Integration Zoho Books Integration

    Canny + Zoho Books

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

    Canny + Zoho Books

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

    Canny + Zoho Books

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

    Canny + Zoho Books

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

    Canny + Zoho Books

    Create Contact from Zoho Books from Post Status Change to Canny Read More...
    Close
    When this happens...
    Canny Integration Post Status Change
     
    Then do this...
    Zoho Books Integration Create Contact
  • Canny Integration {{item.actionAppName}} Integration

    Canny + {{item.actionAppName}}

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

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

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Post

    Triggers when a new post is created.

  • New Vote

    Triggers when a new vote is created.

  • Post Status Change

    Triggers when a post's status is changed.

  • 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
  • Change Post Status

    Changes a post's status.

  • 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 Canny & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of Canny and Zoho Books

Canny

Canny is an online invoicing and accounting software that allows anyone to create professional-looking invoices and manage their accounting through a simple, easy-to-use interface. Canny is designed for freelancers, consultants, small businesses and independent contractors who want to start making invoices in minutes.

The main purpose of Canny is to help independent professionals and small business owners save time and focus on the work they’re passionate about. Canny helps you invoice and bookkeeping your income automatically, without having to manually sync or write data into multiple systems. Canny also allows users to send professional looking invoices with just one click, track hours and expenses, as well as free up time by eliminating the need to manually reconcile bank statements and manage paperwork.

Canny was founded by Matt Lawler and Patrick Spain in the summer of 2013 while participating in the TechStars accelerator program in Seattle. Canny has been featured on CNN, Mashable, The Wall Street Journal, Inc., Quartz, Business Insider, Bloomberg TV and Forbes.com among many others.

Zoho Books

Zoho Books is a cloud-based accounting software that helps users manage their finances easily and conveniently. With Zoho Books, users can create all kinds of business documents, such as sales invoices, purchase orders, employee paychecks and more. Zoho Books also allows users to import data from other applications such as Quickbooks, Xero, Freshbooks and Peachtree into Zoho Books so that users don’t have to worry about the hassle of manually entering data from multiple sources. Users can store all their financial information through a secure cloud system hosted by Amazon Web Services. Users are also able to generate reports about their business such as profit and loss statements, cash flow reports and balance sheets with total flexibility. Lastly, Zoho Books allows users to share their financial information with other employees through mobile devices or desktops.

Integration of Canny and Zoho Books

Canny offers a free integration with Zoho Books that allows users to create invoices directly from the Zoho Books dashboard. This integration allows users to spend less time on accounting tasks and more time focusing on growing their businesses. Using Canny’s integration with Zoho Books is quick, simple and efficient. For example, I was able to create an invoice in less than two minutes using this integration:

Benefits of Integration of Canny and Zoho Books

This integration has a few benefits for both Canny customers as well as Zoho Books customers:

Canny Customers:

Convenient. No need to log into two different websites. When creating invoices in Canny, it automatically populates the transactions created in Zoho Books for further reference. There is no need to log into each application separately anymore.

No need to log into two different websites. When creating invoices in Canny, it automatically populates the transactions created in Zoho Books for further reference. There is no need to log into each application separately anymore. Time Saving. No need to copy and paste data between applications when creating an invoice or expense report. The integration also saves time because information is already in one place. In addition, there is no need to log into separate applications when wanting to edit an invoice or expense report anymore. Users will have access to edit these documents in real-time within their desktop or mobile device that contains the integration with Zoho Books.

Zoho Books Customers:

The process to integrate Canny 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.