Integrate Microsoft Teams with Zoho Books

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

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Microsoft Teams Integrations

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 + Zoho Books
Create Contact to Zoho Books from New Team in Microsoft Teams Read More...

Close

When this happens...

New Team

Then do this...

Create Contact
Microsoft Teams + Zoho Books
Create Sales Invoice to Zoho Books from New Team in Microsoft Teams Read More...

Close

When this happens...

New Team

Then do this...

Create Sales Invoice
Microsoft Teams + Zoho Books
Create Item to Zoho Books from New Team in Microsoft Teams Read More...

Close

When this happens...

New Team

Then do this...

Create Item
Microsoft Teams + Zoho Books
Update Contact in Zoho Books when New Team is created in Microsoft Teams Read More...

Close

When this happens...

New Team

Then do this...

Update Contact
Microsoft Teams + Zoho Books
Create Contact to Zoho Books from New Message Posted to Channel in Microsoft Teams Read More...

Close

When this happens...

New Message Posted to Channel

Then do this...

Create Contact
Microsoft Teams + {{item.actionAppName}}
{{item.message}} Read More...

Close

When this happens...

{{item.triggerTitle}}

Then do this...

{{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

Step 1: Choose Microsoft Teams as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Zoho Books as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Microsoft Teams to Zoho Books.

(2 minutes)
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.