Integrate Microsoft Teams with Zoho Books

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

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About Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

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 Microsoft Teams and Zoho Books Integrations

  • Microsoft Teams Integration Zoho Books Integration

    Microsoft Teams + Zoho Books

    Create Contact to Zoho Books from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams Integration New Team
     
    Then do this...
    Zoho Books Integration Create Contact
  • Microsoft Teams Integration Zoho Books Integration

    Microsoft Teams + Zoho Books

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

    Microsoft Teams + Zoho Books

    Create Item to Zoho Books from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams Integration New Team
     
    Then do this...
    Zoho Books Integration Create Item
  • Microsoft Teams Integration Zoho Books Integration

    Microsoft Teams + Zoho Books

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

    Microsoft Teams + Zoho Books

    Create Contact to Zoho Books from New Message Posted to Channel in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams Integration New Message Posted to Channel
     
    Then do this...
    Zoho Books Integration Create Contact
  • Microsoft Teams Integration {{item.actionAppName}} Integration

    Microsoft Teams + {{item.actionAppName}}

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

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

    Triggers
  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

  • 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 Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

  • 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.

  • 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 Microsoft Teams & Zoho Books Integrations Work

  1. Step 1: Choose Microsoft Teams 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 Microsoft Teams to Zoho Books.

    (2 minutes)

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

Integration of Microsoft Teams and Zoho Books

Microsoft Teams is a web-based communication top designed for businesses. Zoho Books is an accounting and invoicing software that is also web based.Zoho Books was created in the year 2000. It has had many updates since its creation. The most recent update was on April 11, 2016. Microsoft Teams was released in November 2016. It has had three updates since its release.Microsoft Teams is getting more attention in the business world than Zoho Books. There are many reasons why. One of those reasons is the integration of Microsoft Teams and Zoho Books. A lot of people have been asking about the integration of Microsoft Teams and Zoho Books. I have done some research on how Microsoft Teams and Zoho Books can be integrated. After doing my research, I have come up with five ways to integrate Microsoft Teams and Zoho Books:Microsoft Teams can be integrated with Zoho Books by using the fplowing:

  • Using Microsoft Flow
  • Using Microsoft PowerApps
  • Using Microsoft Flow and Microsoft PowerApps together
  • Using Appy Pie Connect
  • Using Microsoft Flow, Microsoft PowerApps, and Appy Pie Connect together
  • Using IFTTT
  • Using Slack
  • Using ServiceNow
  • Using Trello
  • Using WebEx
  • Using Dialpad
  • Using Xero
  • Using Google Apps
  • Using Google Calendar
  • Using AnyDesk
  • Using Smartsheet
  • Using Jira Cloud
  • Using Skype for Business
  • Using Sway
  • Using Outlook 365
  • Using Project Online Desktop Client
  • Using TeamViewer
  • Using Zoiper
  • Using Camtasia Studio 9 or 10
  • Using Office 365 Planner
  • Using Trello, Slack, and IFTTT together
  • Microsoft Flow allows you to connect multiple accounts on multiple platforms. This means you can connect your Zoho account to your Microsoft account. You can connect your Zoho account to your Outlook account as well because Outlook is part of the Microsoft family. You can make sure that when a new contact is added to your Zoho contacts, a new contact will be added to your Outlook contacts at the same time. You can do this by using the "Update Contact" action in Microsoft Flow. You can use this action along with the Zoho connector for Outlook. A flowchart of this process would look something like this (Figure 1.

    Flowcharts created by Amanda Terrell (May 2017. from her own knowledge and experience with Microsoft Flow. She used a free template from Creately.com to create the flowcharts. The primary source was https://flow.microsoft.com/en-us/connectors . Other sources include http://techgenix.com/2016/04/12/zoho-books-integration-office-365/ , https://www.zoho.eu/blog/connect-zoho-books-outlook-with-microsoft-flow , and https://support.office.com/en-us/article/Connect-Outlook-with-other-accounts-using-Mail-Connector-0fea792f-5d25-4ab3-b7d9-5ba3ee83e1a2 .

    The process to integrate Microsoft Teams 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.