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Knack + Zoho Books Integrations

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

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About Knack

Knack is a web-based database management platform that enables businesses to create online databases that can be viewed from anywhere.

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 Knack + Zoho Books

  • Knack Zoho Books

    Knack + Zoho Books

    Create Contact to Zoho Books from New Record in Knack Read More...
    Close
    When this happens...
    Knack New Record
     
    Then do this...
    Zoho Books Create Contact
  • Knack Zoho Books

    Knack + Zoho Books

    Create Sales Invoice to Zoho Books from New Record in Knack Read More...
    Close
    When this happens...
    Knack New Record
     
    Then do this...
    Zoho Books Create Sales Invoice
  • Knack Zoho Books

    Knack + Zoho Books

    Create Item to Zoho Books from New Record in Knack Read More...
    Close
    When this happens...
    Knack New Record
     
    Then do this...
    Zoho Books Create Item
  • Knack Zoho Books

    Knack + Zoho Books

    Update Contact in Zoho Books when New Record is created in Knack Read More...
    Close
    When this happens...
    Knack New Record
     
    Then do this...
    Zoho Books Update Contact
  • Knack Knack

    Zoho Books + Knack

    Create Record to Knack from New Item in Zoho Books Read More...
    Close
    When this happens...
    Knack New Item
     
    Then do this...
    Knack Create Record
  • Knack {{item.actionAppName}}

    Knack + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • 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 Record

    Creates a record to your knack database.

  • Update Record

    Updates a record on your knack database.

  • 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 Knack & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of Knack and Zoho Books

Knack?

One of the most popular, affordable and easy-to-use invoicing software available in the market is Knack. It is a cloud-based software that offers a wide range of features that make it a great choice for both entrepreneurs and freelancers.

It provides a reliable way to track all your business data from anywhere, anytime. It allows you to create estimates, accept payments, send invoices and take payments from clients. By integrating Zoho Books with Knack, you can take immediate action on your sales leads through the help of Zoho Books. In this way, you can keep an eye on all your business activities in one place.

Zoho Books?

Zoho Books is a cloud accounting software that helps in managing multiple aspects of a business. It is a web-based platform that helps in making financial reports, keeping track of cash flow and provides a return on investment analysis.

Integration of Knack and Zoho Books

Integrating Knack and Zoho Books has numerous benefits such as:

  • No need to use two different systems to manage your business data. You can easily keep track of all your accounts through an integrated system.
  • When you integrate Knack and Zoho Books, you can get access to fast and accurate reporting and analysis that enhances your business decisions and strategies.
  • The integration also allows you to automatically import data from Knack into Zoho Books and vice versa. This offers great convenience while maintaining daily financial records.
  • You can link your clients to other contacts in Zoho Books. This helps you to view all the projects of your clients in one place. This also helps you to stay connected with your clients through mail and social media.
  • Through the integration, you can directly export data from Zoho Books into Knack. You can schedule automatic exports and imports based on your requirements.
  • You can view all your invoice and payment history in one place through the integration between Knack and Zoho Books. This ensures better profitability and keeps your records clean and organized.
  • Integration with Zoho Books helps in automation of invoice tracking process without any manual intervention needed. This improves productivity of businesses by reducing time wastage on invoice-related tasks. You can concentrate more on growth of your business rather than focusing on the minutiae of managing daily financial transactions.

Benefits of Integration of Knack and Zoho Books

There are various benefits of integrating Knack with Zoho Books. Some of the main benefits are listed below:

  • You can use one application to manage all your business activities. You do not have to switch back and forth between two different applications. Everything is under one roof. All the tops are at your disposal in one place, which puts you at an advantage over others who are not using this integrated software.

The process to integrate Knack 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.