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Zoho Books + Apptivo Integrations

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

  • 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 Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Zoho Books + Apptivo

  • Zoho Books Apptivo

    Zoho Books + Apptivo

    Add Employee in apptivo when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Apptivo Add Employee
  • Zoho Books Apptivo

    Zoho Books + Apptivo

    Create Lead to apptivo from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Apptivo Create Lead
  • Zoho Books Apptivo

    Zoho Books + Apptivo

    Create Opportunity to apptivo from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Apptivo Create Opportunity
  • Zoho Books Apptivo

    Zoho Books + Apptivo

    Create Case to apptivo from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Apptivo Create Case
  • Zoho Books Apptivo

    Zoho Books + Apptivo

    Create Contact to apptivo from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Apptivo 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 + Apptivo in easier way

It's easy to connect Zoho Books + Apptivo 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.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    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.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Zoho Books & Apptivo 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 Apptivo 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 Apptivo.

    (2 minutes)

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

Integration of Zoho Books and Apptivo

Zoho Books

Zoho Books is an application for small businesses. It helps business owners in managing their financial data and connecting with their clients. It allows them to manage the accounts of their company, send invoices, do billing and track payments. Zoho Books also allows its users to import data from spreadsheets or accounting programs like QuickBooks, NetSuite and Xero. Zoho Books is a cloud-based software spution which means it can be accessed from any device with internet connection.

Apptivo

Apptivo is an all-in-one business management software that integrates seamlessly with Zoho Books. It helps business owners design, manage and grow their business. It allows them to create invoices and track their clients’ payments online. Apptivo also offers cplaboration tops to help teams work efficiently together.

Integration of Zoho Books and Apptivo

Zoho Books and Apptivo are not just simple cloud-based applications. They are integrated with a lot of modern services, allowing users to work efficiently online. For instance, they allow users to,

Pay bills using credit cards

Get paid by clients using PayPal

Send and receive money from friends via Paytm

Send invoices through email

Manage projects and clients through Trello and Slack

Automate business processes through Zapier

Analyze data through Google Analytics and Facebook Ads Manager

Integrate with accounting software like QuickBooks and Xero

Benefits of Integration of Zoho Books and Apptivo

The process to integrate Zoho Books and Apptivo 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.