Slack + Zoho Books Integrations
Appy Pie Connect allows you to automate multiple workflows between Slack and Zoho Books
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Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.
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 IntegrationsLooking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives
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FreshBooks
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Freshsales
Best ways to Integrate Slack + Zoho Books
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Slack + Zoho Books
Create Contact to Zoho Books from New Starred Message in Slack Read More...When this happens...
New Starred Message
Then do this...
Create Contact
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Slack + Zoho Books
Create Sales Invoice to Zoho Books from New Starred Message in Slack Read More...When this happens...
New Starred Message
Then do this...
Create Sales Invoice
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When this happens...
New Starred Message
Then do this...
Create Item
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Slack + Zoho Books
Update Contact in Zoho Books when New Starred Message is created in Slack Read More...When this happens...
New Starred Message
Then do this...
Update Contact
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Slack + Zoho Books
Create Contact to Zoho Books from New Message Posted to Channel in Slack Read More...When this happens...
New Message Posted to Channel
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Slack + Zoho Books without coding knowledge. Start creating your own business flow.
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New Channel
Triggers upon creation of a new #channel.
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New Mention
Triggers when there is a mention of a username or highlight word in a public #channel.
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New Message Posted to Channel
Triggers whenever a new message is posted on the specified #channel of your choice.
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New Message Posted to Private Channel
Triggers whenever a message is posted to a specified #private-channel or multi-dm.
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New Starred Message
Triggers when you star a message.
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New User
Triggers whenever a new user joins Slack or a new account is created on Slack.
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New Contact
Triggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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Add Reminder
A reminder is added for yourself or a teammate, like /remind slash command.
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Create Channel
Creates a new channel.
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Send Channel Message
A new message is posted to your chosen #channel.
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Send Direct Message
Send a direct message to a user or yourself through the Slackbot.
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Send Private Channel Message
A new message is posted to your chosen private channel.
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Set Channel Topic
Sets the topic on a specific channel.
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Set Status
Updates your Slack status to the specified text & emoji.
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Create Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
How Slack & Zoho Books Integrations Work
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Step 1: Choose Slack as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Books as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Slack to Zoho Books.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Slack and Zoho Books
Slack
Slack is an online messaging app that lets teams communicate with each other. It makes file sharing and group chat easily accessible for all users. Slack also has a directory for finding team members and their contact information. Users can also create channels to organize discussions by project, topic or subject matter. Slack integrates with third-party apps such as Google Drive, Youtube, Github, Twitter and more.
Zoho Books
Zoho Books is a cloud accounting platform available on the internet or on an Android or iOS mobile device. It allows users to create and customize invoices, track sales and expenses, manage inventory, and generate accurate reports and financial statements. Zoho Books integrates with other Zoho products such as Invoice, Mail, and Projects.
Integration of Slack and Zoho Books
Slack can be integrated with Zoho Books through Zapier. A Zapier is a “magical connector” between two web apps allowing them to exchange data automatically. This integration allows Slack to receive information from Zoho Books, such as new invoices created in Zoho Books. The integration between the two platforms keeps you up-to-date with your business records.
Benefits of Integration of Slack and Zoho Books
The integration of Slack and Zoho Books enables users to do the fplowing:
Receive notifications about new invoices created in Zoho Books
Receive notifications about new payments received in Zoho Books
Receive notifications about new transactions in Zoho Books
Receive notifications about new employees in Zoho Books
Receive notifications about new vendors registered in Zoho Books
Receive notifications about new customers registered in Zoho Books
Receive notifications about new contacts registered in Zoho Books
For example, if your sales manager creates a new invoice for one of your customers, you can receive a notification about this so that you can pay attention to it and fplow up accordingly. Likewise, if a customer pays one of your invoices, you can receive a notification about this so that you can fplow up with your sales manager to thank the customer.
The process to integrate Slack 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.
