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SendGrid + Zoho Books Integrations

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

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About SendGrid

SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.

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 ways to Integrate SendGrid + Zoho Books

  • SendGrid SendGrid

    Zoho Books + SendGrid

    Send Email in SendGrid when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    SendGrid New Item
     
    Then do this...
    SendGrid Send Email
  • SendGrid SendGrid

    Zoho Books + SendGrid

    Send Email in SendGrid when New Contact is created in Zoho Books Read More...
    Close
    When this happens...
    SendGrid New Contact
     
    Then do this...
    SendGrid Send Email
  • SendGrid SendGrid

    Zoho Books + SendGrid

    Send Email in SendGrid when New Sales Invoice is created in Zoho Books Read More...
    Close
    When this happens...
    SendGrid New Sales Invoice
     
    Then do this...
    SendGrid Send Email
  • SendGrid SendGrid

    Zoho Books + SendGrid

    Send Email in SendGrid when New Estimate is created in Zoho Books Read More...
    Close
    When this happens...
    SendGrid New Estimate
     
    Then do this...
    SendGrid Send Email
  • SendGrid SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors Read More...
    Close
    When this happens...
    SendGrid New Visitor
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • SendGrid {{item.actionAppName}}

    SendGrid + {{item.actionAppName}}

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

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

    Triggers
  • 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 Update contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

  • 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.

  • 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 SendGrid & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of SendGrid and Zoho Books

SendGrid offers a complete platform for developers that is also easy to use. The SendGrid platform includes features such as email delivery, open source libraries, email templates, and the ability to push data directly to your analytics software. The SendGrid platform has a rich API that provides tops and resources for developers to build their own apps on top of the SendGrid platform. The SendGrid API simplifies email and enables developers to create applications that send emails and track engagement.

Zoho Books is a spution for small business accounting. This cloud application allows users to track expenses, sales, invoices, and more. Zoho Books can be used to manage projects and workflows from a single dashboard. Zoho Books also integrates with other Zoho products that include Google Apps, Zoho CRM, Zoho Campaigns, Zoho Creator, and more.

Integration of SendGrid and Zoho Books

Zoho Books can integrate with SendGrid by allowing users to automatically send emails from an invoice or receipt record. When a user edits an invoice or receipt in Zoho Books, they have the option to add an email template that is pre-configured with the company name and address. To obtain the email address for SendGrid, the user simply enters the email address they want to receive the emails on in the “to” field of the template. If they do not know what email account they would like to use, they can enter it when they actually send the email through SendGrid later on. The user can also specify whether they want a copy sent to themselves so that they can keep track of who has received the invoice or receipt.

Benefits of Integration of SendGrid and Zoho Books

There are many benefits associated with integrating SendGrid with Zoho Books. Since both platforms offer web applications, customers have access to their information anywhere. With this integration, users have the ability to store their customer information in one place while still sending out emails through different platforms. This helps customers stay organized and save time because it eliminates the need to create multiple accounts for every service that they use. Also, because of the integration between these two apps, users may find that they spend less time going back and forth between different sites by sending an invoice or receipt record in one place and having it sent through another. Users also benefit from being able to access all of their information from one place eliminating the need to switch back and forth between platforms.

The integration of SendGrid and Zoho Books helps users save time by eliminating the need for multiple accounts and keeping all their data together in one place. Also, this integration helps customers be more organized by having everything within reach from one place.

The process to integrate SendGrid 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.