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Zoho Books + Agendor Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Agendor

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.

Agendor Integrations

Best ways to Integrate Zoho Books + Agendor

  • Zoho Books Zoho Books

    Agendor + Zoho Books

    Create Contact to Zoho Books from New Person in Agendor Read More...
    Close
    When this happens...
    Zoho Books New Person
     
    Then do this...
    Zoho Books Create Contact
  • Zoho Books Zoho Books

    Agendor + Zoho Books

    Create Sales Invoice to Zoho Books from New Person in Agendor Read More...
    Close
    When this happens...
    Zoho Books New Person
     
    Then do this...
    Zoho Books Create Sales Invoice
  • Zoho Books Zoho Books

    Agendor + Zoho Books

    Create Item to Zoho Books from New Person in Agendor Read More...
    Close
    When this happens...
    Zoho Books New Person
     
    Then do this...
    Zoho Books Create Item
  • Zoho Books Zoho Books

    Agendor + Zoho Books

    Update Contact in Zoho Books when New Person is created in Agendor Read More...
    Close
    When this happens...
    Zoho Books New Person
     
    Then do this...
    Zoho Books Update Contact
  • Zoho Books Zoho Books

    Agendor + Zoho Books

    Create Contact to Zoho Books from New Organization in Agendor Read More...
    Close
    When this happens...
    Zoho Books New Organization
     
    Then do this...
    Zoho Books Create Contact
  • Zoho Books {{item.actionAppName}}

    Zoho Books + {{item.actionAppName}}

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

It's easy to connect Zoho Books + Agendor 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.

  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

    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.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How Zoho Books & Agendor Integrations Work

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

    (2 minutes)

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

Integration of Zoho Books and Agendor

Zoho Books

Zoho Books is an accounting software developed by Zoho Corporation. It is an all-in-one accounting software that helps small businesses to manage their business. Zoho Books is cloud-based and helps the users to perform real-time accounting, manage inventory, track expenses, invoice customers, and create reports.

Agendor

Agendor is a CRM spution for small business sales and marketing. Agendor enables small businesses to manage their online presence, implement marketing strategies, track leads, generate sales leads, and manage customer relationship in a single dashboard. Agendor’s marketing dashboard helps you to identify opportunities and take action on them quickly.

Integration of Zoho Books and Agendor

The integration of Zoho Book and Agendor will enable small businesses to perform transactions from all aspects of business into a single dashboard. It reduces the manual work of accountants and helps them to get more time for other essential tasks. It also increases efficiency of the management and makes the management process more effective and easier as it integrates data from all aspects of business into a single dashboard. The integration of two tops will help small businesses to manage their entire business operations with ease. It provides small businesses with the ability to monitor their progress towards achieving the business goals. Moreover, it supports them in making informed decisions based on historical data, which helps them to make better decisions in the future. When you integrate two tops, you can easily share information between them without worrying about duplication of data. It saves your extra time that you would spend on duplicating data manually. Therefore, integration of Zoho Books and Agendor will help small businesses to achieve goals faster and easier than they imagined.

Benefits of Integration of Zoho Books and Agendor

Integration of Zoho Books and Agendor will save time and money for small businesses. It will help them to reduce their operating cost as it offers a simple way to track financial transactions and monitor sales activities. Integration of both tops will allow small businesses to identify new opportunities in a very short time as both tops provide extensive data that can be used for generating new opportunities. Small businesses will have access to complete information from both tops in a single dashboard that will help them to plan well in advance for the growth of business. In short, integration of Zoho Books and Agendor will help small businesses to achieve success faster than they had ever imagined!

The process to integrate Zoho Books and Agendor 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.