Integrate OnceHub with Zoho Books

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

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About OnceHub

OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.

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

Explore quick connects

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Connect OnceHub + Zoho Books in easier way

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

  • Triggers
  • Booking Lifecycle Event

    Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.

  • Canceled Booking

    Triggers when a booking is canceled.

  • Completed Booking

    Triggers when a booking is completed.

  • No Show Booking

    Triggers when the status of a booking is changed to No-show.

  • Rescheduled Booking

    Triggers when a booking is rescheduled.

  • Scheduled Booking

    Triggers when a new booking is scheduled.

  • 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 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 OnceHub & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of OnceHub and Zoho Books

Zoho Books is a cloud-based accounting software that helps businesses track and manage their finances. OnceHub is an online accounting software that helps small and medium sized businesses to automate the process of bookkeeping. Both Zoho Books and OnceHub offer an integration with Google Drive. This integration allows users to create an invoice in OnceHub and then import/sync it as a Google spreadsheet.

  • In this section, we will talk about how OnceHub and Zoho Books are integrated.
  • OnceHub and Zoho Books can be integrated via two methods:

    (a. Using the Invoice Template feature in Zoho Books, an invoice can be created in OnceHub then imported into Zoho Books as a template.

    (b. OnceHub and Zoho Books integrate seamlessly via the connection with Google Drive.

  • We will discuss the benefits of integration of OnceHub and Zoho Books.
  • With the integration of OnceHub and Zoho Books, businesses can use the fplowing four options:

    Invoices are automatically created by accounting software when an invoice is sent from one of our clients’ online stores. The invoices are automatically synced to Zoho Books as templates, which can then be modified or used as-is. This makes it very easy for companies to invoice their clients without having to manually enter data into their accounting system. OnceHub sends sales reports directly to Zoho Books, allowing businesses to easily track their sales history. Sales reports can be sent to Zoho Books on a daily basis, weekly basis or monthly basis depending upon the business needs. As soon as an invoice is sent, OnceHub automatically creates a Google Spreadsheet with all the details of the invoice. These spreadsheets can be used by businesses in any way they need – they can be printed, edited or even imported into another program such as Excel. These spreadsheets can also be downloaded and accessed manually should you need them for something other than tracking sales.

    In conclusion, we have demonstrated that the integration of OnceHub and Zoho Books provides many benefits for businesses.

    The process to integrate OnceHub 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