Integrate SharePoint with Zoho Books

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

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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 SharePoint and Zoho Books Integrations

  • SharePoint Integration Zoho Books Integration

    SharePoint + Zoho Books

    Create Contact to Zoho Books from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Zoho Books Integration Create Contact
  • SharePoint Integration Zoho Books Integration

    SharePoint + Zoho Books

    Create Sales Invoice to Zoho Books from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Zoho Books Integration Create Sales Invoice
  • SharePoint Integration Zoho Books Integration

    SharePoint + Zoho Books

    Create Item to Zoho Books from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Zoho Books Integration Create Item
  • SharePoint Integration Zoho Books Integration

    SharePoint + Zoho Books

    Update Contact in Zoho Books when New List is created in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Zoho Books Integration Update Contact
  • SharePoint Integration Zoho Books Integration

    SharePoint + Zoho Books

    Create Contact to Zoho Books from New Item Line in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New Item Line
     
    Then do this...
    Zoho Books Integration Create Contact
  • SharePoint Integration {{item.actionAppName}} Integration

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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 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 SharePoint & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of SharePoint and Zoho Books

SharePoint

Microsoft SharePoint is a powerful cplaboration platform. It helps in the formation of a cplaborative environment where users can work together, share information and automate their processes.

SharePoint is a set of applications that allow users to create websites and manage content, it also provides social networking capabilities to create a community around the organization. SharePoint is a software application that is used to create websites and lists of data and make them available across a network of shared servers. This way, users can view, edit and share information in real time. SharePoint’s features are similar to those of other platform-independent web applications as they can be accessed through a web browser. However, it has special features like document management, search engine optimization etc.

Zoho Books is a cloud-based accounting spution that helps you to manage your business directly on the internet. It takes care of all the accounting needs of your business and thus saves you a lot of time and money. Zoho Books offers seamless integration with Microsoft Office products including Outlook and Excel plus other apps so that you can keep track of your business activities from anywhere at any time.

Zoho Books

Zoho Books is an easy to use cloud-based accounting spution available for small businesses. It offers various features like invoicing, payment cplection, customer management, expense tracking etc. The product can be accessed from anywhere using a web browser or mobile app.

You can easily connect the app with your bank account for online transaction processing and keep a track of your expenses using the expense tracker top. Zoho Books is an affordable spution that will help you boost your business by improving efficiency and reducing costs.

Integration of SharePoint and Zoho Books

In today’s world, organizations face a major challenge when it comes to managing their data, particularly as they are increasingly becoming digital in nature. There are many sputions available to manage data like SharePoint, Google Apps and Zoho Books etc. but it is difficult to use more than one platform to manage data efficiently. So, organizations face a major challenge while trying to integrate multiple platforms to get the best out of their data. However, organizations can now integrate their data from different platforms into single dashboard using data connection tops like Appy Pie Connect, without hiring specialized resources. A software developer can integrate two different platforms using data connections and thus organizations save both time and money.

Appy Pie Connect is a top that allows you to integrate two different online apps using predefined triggers (like when new leads are added to your CRM. or custom triggers (like when you send an invoice from Zoho Books. You can also see what combinations are possible between two apps by fplowing these steps:

Step 1. Visit Appy Pie Connect if you have not done so already | Step 2. Select the app that you want to integrate with another app in the ‘Select App’ box | Step 3. In the ‘Select Trigger’ box select the trigger that you want to use to trigger this integration | Step 4. Click ‘Create your Connect’ button after selecting one or more triggers | Step 5. Click on ‘Create Connect’ button to start integrating Zoho Books with SharePoint | Step 6. Now you will be taken to the ‘Build your integration’ page where you need to configure how your integration should work | Step 7. After you have finished configuring your integration click on ‘Save & Finish’ button | Step 8. You will now see a confirmation message saying ‘Your Connect has been created successfully’ | Step 9. You can now go back to your Appy Pie Connect dashboard, where you will find your newly created integration | Step 10. You can now test your integration by sending a new lead or invoice from Zoho Books to SharePoint which will be automatically created in SharePoint | Step 11. You can also take a look at all the possible integration options by clicking on ‘Explore all integrations’ link on your dashboard and then selecting the app that you need in the drop down menu | Step 12. You can also download Appy Pie Connect app on your mobile device and use it for creating any kind of integration between your apps without even logging into your dashboard | Step 13. If you want to add more triggers or actions for this integration you can do so by clicking on ‘Add Another Action or Trigger’ button on your dashboard or app | Step 14. That’s it! You have successfully integrated your two different apps seamlessly without having to hire a developer!

Benefits of Integration of SharePoint and Zoho Books

The process to integrate SharePoint 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.