Integrate Zoho Books with Appy Pie Chatbot

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

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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 Appy Pie Chatbot

Appy Pie Chatbot is a powerful and easy-to-use no-code chatbot builder. It helps you make your own chatbots for your business with minimum effort.

Appy Pie Chatbot Integrations

Best Zoho Books and Appy Pie Chatbot Integrations

  • Zoho Books Integration Zoho Books Integration

    Appy Pie Chatbot + Zoho Books

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

    Appy Pie Chatbot + Zoho Books

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

    Appy Pie Chatbot + Zoho Books

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

    Appy Pie Chatbot + Zoho Books

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

    Appy Pie Chatbot + Zoho Books

    Create Contact to Zoho Books from New Chats Data in Chatbot Read More...
    Close
    When this happens...
    Zoho Books Integration New Chats Data
     
    Then do this...
    Zoho Books Integration Create Contact
  • Zoho Books Integration {{item.actionAppName}} Integration

    Zoho Books + {{item.actionAppName}}

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

It's easy to connect Zoho Books + Appy Pie Chatbot 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 Chat

    Triggers when the chatbot conversation is completed.

  • New Chats Data

    Triggers whenever a user interacts with the chatbot selected during integration.

    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 Zoho Books & Appy Pie Chatbot 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 Appy Pie Chatbot 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 Appy Pie Chatbot.

    (2 minutes)

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

Integration of Zoho Books and Appy Pie Chatbot

  • Zoho Books?
  • Zoho Books is an accounting software which helps in managing financial records, invoicing, time tracking, project management, inventory management, business reports, etc. It comes with features that are not available in other software.

  • Appy Pie Chatbot?
  • Appy Pie Chatbot is a program that helps in building chatbots. It has an easy to use interface. It helps in building conversational automated agents for websites, mobile apps, Facebook Messenger, Skype, Slack, Telegram, Twilio SMS, Email and many more platforms. It also allows integration of Zoho Books with the chatbot.

  • Integration of Zoho Books and Appy Pie Chatbot
  • Appy Pie Chatbot helps in integrating Zoho Books with an automated agent. The user can create a chatbot to automate repetitive tasks in Zoho Books account. For example, if the user wants to issue an invoice to a customer in Zoho Books, he can create a chatbot to do it automatically by entering the details of the customer in the chatbot. It will automatically generate an invoice for the customer. This saves time and also improves accuracy.

  • Benefits of Integration of Zoho Books and Appy Pie Chatbot
  • Some of the benefits of integration of Zoho Books and Appy Pie Chatbot are:

    · It saves time and there is no need to manually do tasks which can be automated by chatbots.

    · Chatbots can help in improving accuracy of data entry.

    · Chatbots can help in reducing errors during data entry and data processing.

    Zoho Books and Appy Pie Chatbot work effectively together and allow users to automate repetitive tasks easily.

    The process to integrate 403 Forbidden and 403 Forbidden 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.