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Zoho Books + Asana Integrations

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

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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 Asana

Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.

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Best ways to Integrate Zoho Books + Asana

  • Zoho Books Asana

    Zoho Books + Asana

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

    Zoho Books + Asana

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

    Zoho Books + Asana

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

    Zoho Books + Asana

    Update Task in Asana when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Asana Update Task
  • Zoho Books Asana

    Zoho Books + Asana

    Create Story to Asana from New Contact in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Asana Create Story
  • 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 + Asana in easier way

It's easy to connect Zoho Books + Asana 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.

  • Completed Task in Project

    Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.

  • New Project

    Triggered whenever you add a new project.

  • New Story

    Triggers on an addition of a new story.

  • New Subtask

    Triggers upon an addition of a new subtask.

  • New Tag Created

    Triggers every time you create a new tag.

  • New Task in Project

    Triggers whenever a new task is added to a project.

  • New Task in Workspace

    Triggers whenever a new task is added to a workspace.

  • New Team

    Triggered every time you add a new team.

  • New User

    Triggered once a new user is added.

  • Tag Added to Task

    Triggers every time you add a tag to a task.

    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.

  • Create Project

    Adds a new project.

  • Create Story

    Adds a new story (a comment is a story).

  • Create Task

    Adds a new task.

  • Update Task

    Updates an existing Task.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho Books & Asana 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 Asana 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 Asana.

    (2 minutes)

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

Integration of Zoho Books and Asana

Zoho Books is an accounting software that is integrated with other productivity software such as Asana. Zoho Books has a free version, as well as paid versions. The free version is useful for small businesses that are just beginning. With the paid version, owners of the business can make payments to upgrade features and capabilities. Zoho Books also has a mobile app which is available on both Android and iOS devices.

Asana is a project management software designed to improve work efficiency and cplaboration. Its purpose is to ensure the success of projects, by making the process more efficient and organized. Asana has a free version for small businesses, which allows them to manage basic tasks and upload files. The paid version allows businesses to access advanced features such as Gantt charts, and the ability to invite clients and co-workers to projects.

Integration of Zoho Books and Asana

Zoho Books integrates with Asana, allowing users of Zoho Books to create tasks within Asana, and track them in a more convenient way than using Asana alone. By integrating Zoho Books and Asana, users are able to save time by having access to all of their data in one place.

Benefits of Integration of Zoho Books and Asana

The integration of Zoho Books and Asana has many benefits for business owners. For example, it allows users the ability to have one place for their financial information, as well as the opportunity to make changes to Zoho Books from anywhere via their Asana account. It also allows users to do light accounting without needing complicated software or hiring an accountant to do it for them. Lastly, it also makes it easy for users to keep up with their finances, since they will already have a handle on what they owe and how much they have coming in, regardless of where they are.

All in all, the integration of Zoho Books and Asana is a great top for business owners who want an easier way to manage their expenses, income, and accounting.

The process to integrate Zoho Books and Asana 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.