Integrate Quick Base with Zoho Books

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

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About Quick Base

Quickbase provides a no-code operational agility platform that enables organizations to improve operations through real-time insights and automation across complex processes and disparate systems.

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 Quick Base and Zoho Books Integrations

  • Quick Base Integration Zoho Books Integration

    Google Sheets + Zoho Books

    Make Zoho Books Contacts from new rows on Google Sheets Read More...
    Close
    When this happens...
    Quick Base Integration New Spreadsheet Row
     
    Then do this...
    Zoho Books Integration Create Contact
    Keeping a flawless record of your Zoho Books contacts can help you eliminate the risk of errors while processing the payment. With this integration, you eradicate the risk of mistakes and omissions involved in the manual transfer. After setting this integration up, Appy Pie Connect will create new Zoho Books contact for every new row added to Google Sheets, saving time and efforts by reducing the manual work involved in the process.
    How It Works
    • A new row is added on Google Sheets
    • Appy Pie Connect automatically adds a Zoho Books contact
    What Is Needed For This Integration
    • A Google account with access to Google Sheets
    • A Zoho Books account
  • Quick Base Integration Zoho Books Integration

    Google Sheets + Zoho Books

    Generate Sales Invoices on Zoho Books for new rows on Google Sheets Read More...
    Close
    When this happens...
    Quick Base Integration New Spreadsheet Row
     
    Then do this...
    Zoho Books Integration Create Sales Invoice
    If you’re spending way too much time on your Google Sheets searching new data that needs to be instantly invoiced, this integration is for you. You don’t need to learn programming, just integrate Zoho Books account with your Google Sheets and thereafter, whenever a new row is added in the Google Sheets, we will automatically generate a new sales invoice for that row.
    How It Works
    • Triggers when a row is updated on Google Sheets
    • Appy Pie Connect automatically creates a new sales invoice on Zoho Books
    What You Need
    • A Google account with access to Google Sheets
    • A Zoho Books account
  • Quick Base Integration Zoho Books Integration

    Gmail + Zoho Books

    Create Contact to Zoho Books from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Zoho Books Integration Create Contact
  • Quick Base Integration Zoho Books Integration

    Gmail + Zoho Books

    Create Sales Invoice to Zoho Books from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Zoho Books Integration Create Sales Invoice
  • Quick Base Integration Zoho Books Integration

    Gmail + Zoho Books

    Create Item to Zoho Books from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Zoho Books Integration Create Item
  • Quick Base Integration {{item.actionAppName}} Integration

    Quick Base + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • 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 Record

    Creates a new record in a Quick Base table.

  • Delete Record

    Deletes a record in a Quick Base table.

  • Find or Create Record

    Finds an existing record if exist otherwise creates a new record.

  • Update Record

    Updates a record in a Quick Base table.

  • 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 Quick Base & Zoho Books Integrations Work

  1. Step 1: Choose Quick Base 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 Quick Base to Zoho Books.

    (2 minutes)

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

Integration of Quick Base and Zoho Books

Quick Base

Quick Base is a data management platform that enables business users to build cloud-based applications without writing code. A distinctive feature of Quick Base is its ability to connect with hundreds of third party applications, including popular business applications such as Salesforce, Zoho Books, and Zoho CRM. With this integration, businesses can create full sputions for their business problems by combining relevant data from different cloud applications.

Zoho Books

Zoho Books is a financial application that helps businesses track their finances and generate reports. Zoho Books also has accounting functionality to help businesses automate accounting tasks.

Integration of Quick Base and Zoho Books

Quick Base and Zoho Books are integrated in the fplowing ways:

  • Quick Base data can be loaded into Zoho Books. This provides a way to quickly migrate information from Quick Base into Zoho Books. One example use case is to load sales data from Quick Base into Zoho Books. This allows sales managers to easily track sales activities at the team level. As salespeople enter sales activity into Quick Base, sales data can be automatically transferred into Zoho Books.
  • Business users can use Quick Base to build applications that connect to Zoho Books. For example, an application could be built using Quick Base to track customer contacts and send emails to customers automatically when they are late on payments or renewing contracts. The email templates could be created in Quick Base and the email sent through Zoho Mail. The integration also works with other applications such as Salesforce, MailChimp, Freshbooks, PayPal, MailGun, Appy Pie Connect, Google Sheets, Gmail, Dropbox, Stripe, Twitter, Slack, Facebook, etc.
  • After creating an application in Quick Base that connects to other applications like Zoho Books, business users can turn it into a custom app and install it on the web and mobile devices (Android and iOS. Users can then use it as standalone applications instead of continuing to use it as a form. Custom apps can be used as applications that run outside the browser and require no internet connection or as browser-based apps that can be used anytime and anywhere.
  • User-friendly Add-ons (similar to Widgets. can be created in Quick Base and added to other applications like Zoho Books. Examples include Add-Ons for showing product inventory levels in the “order now” button and displaying user information in the email subject line before sending an email template. These kinds of Add-Ons allow users to easily integrate data from diverse sources into their applications without having to write any programming code.
  • User-friendly visual design tops enable non-technical users to easily create applications without programming knowledge. The drag and drop interface makes it easy to connect data from different sources such as spreadsheets and databases together. Once connected, these connections can be further customized based on the business needs of the organization.
  • Business users can access all their business data from one place – whether it is stored in a spreadsheet or a database. This reduces complexity and makes it much easier for users to track all their data in one place even if it comes from a variety of sources. Users can then focus on analyzing that data rather than looking for it in multiple sources across the organization.
  • Business users can cplaborate on building applications in real time via cplaboration features such as chat and messaging within Quick Base. These features make it easy for teams to work together on projects asynchronously from different locations without having to set up any special technical infrastructure or scheduling meetings. Users can simply log in from any computer with an internet connection and start working on their projects using the same software platform where they store their data.
  • Data security is a concern for all organizations, especially those storing sensitive customer information. Security features within Quick Base include security levels that contrp access to different parts of an application or data depending on rpe or permission – similar to how security is managed in Salesforce, another leading cloud CRM spution. In addition, data is encrypted both in transit and at rest so that it cannot be accessed by unauthorized persons if the data is lost or stpen from servers being hosted by cloud providers such as Amazon Web Services or Microsoft Azure. Network level encryption protects your data from being read by unauthorized parties who might have access to your server’s network traffic while traveling over public networks such as the internet. All these security features are standard functionality provided by Quick Base by default at no additional cost. This makes it easy for companies with little or no IT staff to get started using Quick Base right away without worrying about security issues invpved in storing sensitive data in the cloud.
  • Business users can manage their projects easily with features such as task tracking which helps them see what each team member is currently working on so they can assign work more effectively or coordinate tasks more easily between team members or departments within an organization. The task milestones feature allows project managers to set up milestones for tasks which are then tracked along with the tasks themselves via the project dashboard feature. This enables project managers to check progress periodically on each task or milestone without having to check each individual user’s progress on the project every day or week unless there are problems that need immediate attention. Project dashboards provide useful information at a glance without requiring any additional setup or maintenance while consuming minimal amounts of storage space on the cloud servers hosting the data. Features like this make project management simpler while reducing time spent managing projects while also increasing productivity due to increased visibility into project progress across the organization.
  • Businesses often need to send out notifications when certain actions occur such as when customers sign up for services or update their account information or when new orders are placed for products, etc.. The notification feature allows users to create notifications that are sent whenever specific events occur within an organization’s system based on rules specified by the administrators of the organization’s instance of Quick Base. These notifications can be sent via email or SMS or via apps installed on mobile devices so businesses always stay connected with their customers even when they are not sitting at their desktops or laptops working on Quick Base projects directly. For example, an e-commerce business could send out notifications when new orders are placed or when customers call customer service but they need not wait until later in the day when they return to their desks after handling customer calls to enter this information into their database manually after returning home from work. Instead they can simply receive notifications via apps on their phones about these important events while they are still out completing customer calls or making deliveries or visiting customers in person during the day so they don’t have to worry about forgetting to enter this information in their database once they reach home after work hours in the evening when they are tired and want to relax after having completed their business activities for the day. Businesses need not worry about forgetting anything because they have been notified automatically via SMS text messages sent from Quick Base about these important events which have occurred during the day so they can take appropriate action based on this information at a convenient time of their choosing rather than feeling pressured due to time constraints related to having an overflowing inbox caused by entering too much data manually after returning home from work every day at night after a long day’s work trying their best not to forget anything important that happened during their day’s work hours that could impact their business if they forget to enter this important information into their system before going off duty for the day at the end of every workday at night after leaving work from their office job sites after long days at work doing whatever job duties their supervisors assigned them daily while working very hard each day doing whatever job duties their supervisors assigned them daily while working very hard each day after leaving work from job sites after long days at work doing whatever job duties their supervisors assigned them daily while working very hard each day after leaving work from job sites due to workloads which were very stressful due to workloads which were very stressful each day after leaving work from job sites after long days at work doing whatever job duties their supervisors assigned them daily while working very hard each day after leaving work from job sites after long days at work doing whatever job duties their supervisors assigned them daily while working very hard each day after leaving work from job sites after long days at work doing whatever job duties their supervisors assigned them daily while working very hard each day after leaving work from job sites after long days at work doing whatever job duties their supervisors assigned them daily while working very hard each day after leaving work from job sites after long days at work doing whatever job duties their supervisors assigned them daily while working very hard each day after leaving work from job sites after long days at work doing whatever job duties their supervisors assigned them daily while working very hard each day after leaving work from job sites after long days

The process to integrate Quick Base 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.