Office 365 + Zoho Books Integrations
Appy Pie Connect allows you to automate multiple workflows between Office 365 and Zoho Books
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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 web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.
Zoho Books IntegrationsLooking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives
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FreshBooks
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Freshsales
Best ways to Integrate Office 365 + Zoho Books
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Office 365 + Zoho Books
Create Contact to Zoho Books from New Calendar in Office 365 Read More...When this happens...
New Calendar
Then do this...
Create Contact
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Office 365 + Zoho Books
Create Sales Invoice to Zoho Books from New Calendar in Office 365 Read More...When this happens...
New Calendar
Then do this...
Create Sales Invoice
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Office 365 + Zoho Books
Create Item to Zoho Books from New Calendar in Office 365 Read More...When this happens...
New Calendar
Then do this...
Create Item
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Office 365 + Zoho Books
Update Contact in Zoho Books when New Calendar is created in Office 365 Read More...When this happens...
New Calendar
Then do this...
Update Contact
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Office 365 + Zoho Books
Create Contact to Zoho Books from New Contact in Office 365 Read More...When this happens...
New Contact
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Office 365 + Zoho Books without coding knowledge. Start creating your own business flow.
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New Calendar
Triggers once you add a new calendar.
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New Contact
Triggers when a new contact is added to your account
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New Email
Triggers when a new e-mail is received in your inbox.
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New Event
Triggers when a new event is created in your calendar.
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New Contact
Triggers when a new contact is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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Create Contact
Creates a new contact.
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Create Event
Create an event in the calendar of your choice.
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Send Email
Send an email from your Outlook account.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
How Office 365 & Zoho Books Integrations Work
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Step 1: Choose Office 365 as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Books as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Office 365 to Zoho Books.
(2 minutes)
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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.
