Zoho Books + Box Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Box
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Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
About Box
Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.
Box IntegrationsBest ways to Integrate Zoho Books + Box
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Zoho Books + Box
Add Comment to File in Box when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Add Comment to File
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When this happens...
New Item
Then do this...
Move Or Copy File
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When this happens...
New Item
Then do this...
Add Task to File
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When this happens...
New Item
Then do this...
Create Folder
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Zoho Books + Box
Add User as Collaborator in Box when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Add User as Collaborator
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + Box without coding knowledge. Start creating your own business flow.
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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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New Event
Triggered when a new event is performed (this is the activity stream).
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New Folder
Triggered when you add a new folder.
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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.
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Add Comment to File
Adds a comment to a file.
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Add Task to File
Adds a task to a file.
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Add User as Collaborator
Adds an individual user as a collaborator on a folder.
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Create Folder
Creates a brand new folder at the path you specify.
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Move Or Copy File
Moves or copies a file from one folder to another.
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Upload File
Upload a file to specific folder.
How Zoho Books & Box Integrations Work
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Step 1: Choose Zoho Books 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 Box 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 Zoho Books to Box.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Books and Box
Zoho Books?
Zoho Books is a cloud-based accounting application that can be used by small businesses for tracking expenses and income. It offers features such as invoicing, time tracking, inventory contrp, and recurring billing.
Box?
Box is a cloud storage company that allows users to store files in the cloud and share them with others. It has a wide range of functionalities including the ability to view file details and cplaborate on projects in real time.
Integration of Zoho Books and Box
Zoho Books and Box can be integrated in order to share files with clients and customers. This can be done in the fplowing ways:
- Users can share Box files directly from Zoho Books.
- Users can create an invoice in Zoho Books and add the Box link in order to send it to customers.
- Users can add a Box link in their email signature in order to share files with customers easily.
Benefits of Integration of Zoho Books and Box
- Clients and customers will have access to all business data at any time through a secure top, i.e., Box. This gives them a better understanding of the business, which improves their relationship with the business owner. This also helps to retain clients and increase customer loyalty.
- The integration of Zoho Books and Box makes it easier for clients to get their work done without having to deal with multiple tops. It also reduces the need for employees to spend time uploading files manually by connecting the two platforms. In addition, it enhances security because all the business data is stored in a central place.
- Integrating Zoho Books and Box makes it easy for employees to cplaborate on projects without having to upload files manually or send attachments through emails. This saves a lot of time and increases productivity. It also makes it easier for employees to work from home or while traveling.
The process to integrate Zoho Books and Box 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.
