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Zoho Books + BulkGate Integrations

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

  • 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 BulkGate

BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.

BulkGate Integrations

Best ways to Integrate Zoho Books + BulkGate

  • Zoho Books BulkGate

    Zoho Books + BulkGate

    Send Transactional SMS in BulkGate when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    BulkGate Send Transactional SMS
  • Zoho Books BulkGate

    Zoho Books + BulkGate

    Send Promotional SMS in BulkGate when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    BulkGate Send Promotional SMS
  • Zoho Books BulkGate

    Zoho Books + BulkGate

    Send Transactional SMS in BulkGate when New Contact is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    BulkGate Send Transactional SMS
  • Zoho Books BulkGate

    Zoho Books + BulkGate

    Send Promotional SMS in BulkGate when New Contact is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    BulkGate Send Promotional SMS
  • Zoho Books BulkGate

    Zoho Books + BulkGate

    Send Transactional SMS in BulkGate when New Sales Invoice is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    BulkGate Send Transactional SMS
  • 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 + BulkGate in easier way

It's easy to connect Zoho Books + BulkGate 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.

    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.

  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

How Zoho Books & BulkGate 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 BulkGate 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 BulkGate.

    (2 minutes)

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

Integration of Zoho Books and BulkGate

Zoho Books

Zoho Books is an online accounting software that helps small businesses track their finances, reconcile reports, view real-time balances, and access other financial information.

BulkGate is a Web-based application that allows users to manage bulk payments via the Internet. BulkGate provides users with the ability to create invoices, receive payments, and send reminders. It also enables users to reconcile payments.

Integration of Zoho Books and BulkGate

There are many benefits of integrating Zoho Books and BulkGate. First,

users can manage payments in BulkGate and then create invoices in Zoho Books. Users can then use settings in Zoho Books to match the invoices that were created in BulkGate with the corresponding transactions. Once the invoices are matched with the transactions, they will be posted to Zoho Books.

Second, users can reconcile payments in Zoho Books and save time by using BulkGate to create invoices. By using this process, users do not have to spend hours reconciling payments manually.

Third, since payments are automatically matched with the corresponding invoices when using BulkGate, users do not have to go through several steps to create an invoice after receiving a payment. Users can simply go into Zoho Books and find the corresponding invoice to the payment that was received. This will save them time because they do not have to search for the invoice each time they receive a payment.

Last, there are many features in Zoho Books that allow users to monitor payments and inventory while also allowing them to cplaborate on projects with other users. Users can view real-time balances and monitor inventory levels. They can also add new products, add articles to a store, and monitor orders in real-time. In addition, they can easily connect to more than 20 different payment gateways or bank accounts from within Zoho Books. By integrating Zoho Books and BulkGate, all of these features can be used more efficiently.

The process to integrate Zoho Books and BulkGate 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.