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Integrate Podio with Zoho Books

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

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

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  • FreshBooks Integration FreshBooks
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Best ways to Integrate Podio + Zoho Books

  • Podio Integration MailChimp Integration

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    Close
    When this happens...
    Podio Integration New Contact
     
    Then do this...
    MailChimp Integration Add/Update Subscriber
    Set up this Zoho Books – MailChimp integration and we will help you grow your MailChimp customer list more efficiently than ever before. After setting this integration up, Appy Pie connect will add a new contact in a MailChimp list for every new contact in Zoho Books. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How this Zoho Books - MailChimp integration works
    • A new contact is added in Zoho Books
    • Appy Pie Connect automatically adds them as new subscribers in MailChimp.
    What You Need
    • A Zoho Books account
    • A MailChimp List
  • Podio Integration Slack Integration

    Zoho Books + Slack

    Post direct messages to a Slack channel with new invoices from Zoho Books Read More...
    Close
    When this happens...
    Podio Integration New Sales Invoice
     
    Then do this...
    Slack Integration Send Direct Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a direct message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Podio Integration Slack Integration

    Zoho Books + Slack

    Send Slack message for new invoices in Zoho Books Read More...
    Close
    When this happens...
    Podio Integration New Sales Invoice
     
    Then do this...
    Slack Integration Send Channel Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Podio Integration Google Sheets Integration

    Zoho Books + Google Sheets

    Create Google Sheets rows for new Zoho Books contacts Read More...
    Close
    When this happens...
    Podio Integration New Contact
     
    Then do this...
    Google Sheets Integration Create Spreadsheet Row
    Customer data is more likely to be fruitful when it is well-organized. Use this integration and we will keep your Zoho Books customer data in an organized manner. After setting this integration up, whenever a new contact is added to your customer database on Zoho Books, Appy Pie Connect will automatically capture it, adding the details to a new row on Google Sheets.
    How this Zoho Books - Google Sheets integration works
    • A new contact is added in your Zoho Books account
    • Appy Pie Connect automatically adds a new row to Google Sheets
    What is needed for this integration
    • A Zoho Books account
    • A Google account
  • Podio Integration Gmail Integration

    Zoho Books + Gmail

    Create Draft to Gmail from New Item in Zoho Books Read More...
    Close
    When this happens...
    Podio Integration New Item
     
    Then do this...
    Gmail Integration Create Draft
  • Podio Integration {{item.actionAppName}} Integration

    Podio + {{item.actionAppName}}

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

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

    Triggers
  • Application Updated

    Triggers when the application is updated.

  • Comment Deleted

    Triggers when a comment is deleted.

  • File Change

    Triggers when an attachment on an item change.

  • Item Deleted

    Triggers when you delete an item.

  • Item Updated

    Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.

  • New Application

    Triggers when a new Application is created.

  • New Comment

    Triggers when a new comment is created.

  • New Organizations

    Triggers when a new organization is created.

  • New Task

    Triggers when a new task is created.

  • New View

    Triggers when a new view is created.

  • New Workspace

    Triggers when a new workspace is created in the organization.

  • Task Delete

    Triggers when a task is deleted.

  • Task Updated

    Triggers when you update a task.

  • 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 Status

    Add a status update to a workspace stream.

  • Create Task

    Create a new task.

  • Create a Item

    Create a new item, record or entry inside an app (standard or custom).

  • Update Item

    Update Item.

  • 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 Podio & Zoho Books Integrations Work

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

    (2 minutes)

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