Integrate Office 365 with Zoho Books

Appy Pie Connect allows you to automate multiple workflows between Office 365 and Zoho Books

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About Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

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 Office 365 + Zoho Books quick connects for faster integration? Here’s our list of the best Office 365 + Zoho Books quick connects.

Explore quick connects

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Connect Office 365 + Zoho Books in easier way

It's easy to connect Office 365 + Zoho Books without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

  • 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 Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

  • 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.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How Office 365 & Zoho Books Integrations Work

  1. Step 1: Choose Office 365 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 Office 365 to Zoho Books.

    (2 minutes)

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

Integration of Office 365 and Zoho Books

Thank you for joining this session about integrating Office 365 and Zoho Books.Zoho Books is a cloud-based accounting spution that helps small business owners and accountants run their businesses efficiently. It offers an easy to use interface, real time data syncs, invoicing, accounting, and customer relationship management (CRM. Microsoft's Office 365 is a cloud-based productivity suite that provides users with an on-demand version of the Microsoft Office software on any computer or mobile device. It also integrates with other applications available on the cloud, such as Dropbox, Google Drive, Salesforce, and Evernote.Microsoft and Zoho recently partnered to offer a new spution for small businesses that require both accounting and productivity tops in one place. The integration enables users to send invoices from within the Zoho Books application. Using Outlook, users can also create email templates which will automatically be added to the Zoho Books application when sent.Office 365 and Zoho Books Integration. Benefits for UsersThe newly integrated service offers three key benefits for users:Full contrp over financial data - Accounting details are synced between Zoho Books and Office 365. This allows users to view finances, bank data, sales data, and invoices in one place. No need to switch back and forth between books.Accounting data is secure - Data is stored in the cloud so there is no need to backup accounting information manually. The data is encrypted during transmission and storage.Efficient time management - With all accounting details at hand in one place, users can more efficiently manage their time and focus on growth.

The integration of Office 365 and Zombie Books helps users manage their finances better with greater convenience. Users can simply send invoices from within Zoho Books and access them in Outlook. This eliminates the need to transfer accounting documents between multiple platforms. One major benefit of this is that it saves users time by eliminating the need to manually save accounting files in different locations.Users can also save time by using the "Send Invoice" option in Outlook. In addition to this, they can also create professional email templates to send invoices quickly without any additional steps.Office 365 and Zoho Books Integration. What you will learn todayIn this session, you will learn how to integrate Zoho Books and Office 365 to make your life easier. You will learn how to send invoices from within Zoho Books and access them in Outlook. In addition to this, you will also learn how to create email templates for sending invoices quickly using Outlook.

In this session we have learned about Office 365 and Zoho integration and its benefits. I hope you enjoyed this session and found it useful.

The process to integrate Office 365 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 November 09,2022 06:11 pm