Integrate ClickMeeting with Zoho Books

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

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About ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

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.

Want to explore ClickMeeting + Zoho Books quick connects for faster integration? Here’s our list of the best ClickMeeting + Zoho Books quick connects.

Explore quick connects

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Connect ClickMeeting + Zoho Books in easier way

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

  • Triggers
  • New Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

  • 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 New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

  • 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.

  • Create/Update Contact

    Create and Updates an existing contact.

  • Delete Invoice

    Delete an existing Invoice.

  • Mark Invoice as Paid

    Mark Invoice as Paid

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How ClickMeeting & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of ClickMeeting and Zoho Books

Integration of ClickMeeting and Zoho Books

Benefits of Integration of ClickMeeting and Zoho Books

Paragraphs 1-2. What is ClickMeeting?

  • The most powerful online presentation software that allows you to make beautiful and effective presentations with just a few clicks. It enables you to create presentations for the web, mobile devices and even print. You can share the presentation by embedding it on a web page or share it as a link.

2. It is a cloud-based application that is designed to help organizations and individuals increase their productivity by simplifying the creation, sharing and management of presentations. With ClickMeeting it is easy to organize information into a powerful presentation. It also provides an online meeting room where users can upload documents, scheduling meetings, share calendars, chat with online participants, manage events and more.3-4. What is Zoho Books?

  • Zoho Books is a free accounting software for small businesses. It helps you keep track of your finances. It provides report generation, invoicing, payments, sales tax and more. All you need to do is install the software on your computer or in the cloud.

4. In addition to using the application on your computer or in the cloud, you can also access it on your mobile phone or tablet. It works on most mobile devices.5-6. Integration of ClickMeeting and Zoho Books

  • Integration of ClickMeeting and Zoho Books will allow businesses to save time by taking advantage of the integration between the two applications. You will be able to simply click on a link to start a ClickMeeting session from within Zoho Books. You will also be able to open a ClickMeeting presentation from within Zoho Books.

6. The integration of ClickMeeting and Zoho Books will also save you money because you will not have to buy an accounting software if you are already using Zoho Books for your accounting needs.7-8. Benefits of Integration of ClickMeeting and Zoho Books

  • The benefits of integration of ClickMeeting and Zoho Books include reduced costs, increased productivity and increased cplaboration among employees and clients.
  • The cost savings are derived from eliminating the need to purchase an accounting software. Integration of ClickMeeting and Zoho Books will promote cplaboration because people will be able to work on documents together regardless of whether they are located in the same office or hundreds of kilometers apart.

The process to integrate ClickMeeting 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm