Integrate ServiceNow with Zoho Books

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

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About ServiceNow

ServiceNow is the only enterprise cloud platform that accelerates IT Service Management (ITSM) transformation. It gives organizations the agility and responsiveness they need to adapt in an increasingly digital world while giving IT departments the tools they require to be successful.

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

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Looking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives

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Connect ServiceNow + Zoho Books in easier way

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

  • Triggers
  • New Record

    Triggers when a new record is created.

  • Updated Record

    Triggers when a record is update.

  • 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 table.

  • Update Record

    Update a old record in a 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.

  • Delete Invoice

    Delete an existing Invoice.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How ServiceNow & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of ServiceNow and Zoho Books

In this assignment, you will be creating an outline for a paper that gives an introduction to ServiceNow and Zoho Books. ServiceNow is a cloud-based service management platform that helps organizations automate their IT operations, assist users in respving their issues and manage the lifecycles of applications and services. The company was founded in 2004 by Fred Luddy and based in Santa Clara, California. As of 2018, the company has been valued at more than $10 billion. It provides a range of sputions to public and private sector clients worldwide. The company’s flagship product is the ServiceNow platform which includes the ServiceNow Operations Management Suite, ServiceNow PaaS and ServiceNow MSP. The platform can be used to manage IT services, customer service requests, event management, HR processes, financial services and other business functions.

Zoho Books is a web-based business accounting application for small and mid-sized businesses. Zoho Books can be accessed from any computer with an internet connection and is compatible with any operating system. Zoho Books features many modules including accounting, invoicing, contacts, expense reports, time tracking, customizable reports and more. Zoho Books is available as a SaaS (Software as a Service. or in the form of a downloadable desktop client.

Here are the body paragraphs:

Integration of ServiceNow and Zoho Books

The integration between ServiceNow and Zoho Books allows companies to create a seamless workflow between the two products. Zoho Books integrates with ServiceNow through its Modules Integration feature. With this integration, users can access the data from other departments quickly and easily. This includes purchase orders, assets, customer information, sales orders, etc. The integration also allows users to issue work orders in ServiceNow directly from Zoho Books. With this integration, users can access all customer information such as customer location details, customer history, billing history and customer contact details from Zoho Books within the ServiceNow interface. The integration also allows users to generate cases in ServiceNow from Zoho Books allowing them to handle support calls from customers from the same place.

Benefits of Integration of ServiceNow and Zoho Books

ServiceNow has many benefits including better customer service, increased customer satisfaction and improved customer retention. These benefits have been achieved by automating major business processes thereby reducing human errors and providing better support to customers as well as employees. With the integration of Zoho Books with ServiceNow, these benefits are extended to the customer care department allowing them to handle cases quickly leading to quicker respution and more satisfied customers. Zoho Books also offers many benefits including real-time financial data, easy data reporting and analysis, easier tracking of expenses, ability to manage multiple locations from one dashboard, easy invoice creation and distribution etc.

The process to integrate ServiceNow 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