Integrate Zoho Books with ClickMeeting

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

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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 ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

Want to explore Zoho Books + ClickMeeting quick connects for faster integration? Here’s our list of the best Zoho Books + ClickMeeting quick connects.

Explore quick connects

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Connect Zoho Books + ClickMeeting in easier way

It's easy to connect Zoho Books + ClickMeeting 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 Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

  • 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.

  • Delete Invoice

    Delete an existing Invoice.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

How Zoho Books & ClickMeeting 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 ClickMeeting 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 ClickMeeting.

    (2 minutes)

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

Integration of Zoho Books and ClickMeeting

Zoho Books?

Zoho Books is an accounting program for small businesses. In this program, you can track and manage all your transactions from anywhere at any time. You can also generate financial statements and check your accounts receivable and payable. It has a free version and paid versions to suit your business needs. The free version allows you to save up to ten transactions per month, while the premium version can store up to 500 transactions per month. It also comes with a 30-day free trial period, so you can try out the product without any restrictions.


ClickMeeting is an online meeting software created by Zoho. It integrates with the Zoho products such as Zoho Docs, Zoho CRM, etc. You can use it to schedule meetings, share presentations, and record them in HD 1080p in real time. It is compatible with most of the devices, including tablets and smartphones. This program is also simple to use. You can start creating meetings in just a few minutes after signing up for an account. It has a free version as well as paid versions. You can upgrade your account according to your needs. The free version comes with 50 minutes of meeting time per month. If you want unlimited meeting time, you can choose the premium version at US$10 per user per month.

Integration of Zoho Books and ClickMeeting

Integration of Zoho Books and ClickMeeting allows you to make the best of both programs. If you have already purchased an account with Zoho Books, you can easily create meetings on ClickMeeting. Once you create a meeting in ClickMeeting, you can send the invitation email to all the attendees by using Send Invite Link option in your Zoho Books account. The email addresses will be automatically added to your contacts list in your Zoho Books account. This way, you will not miss any important information regarding a meeting even if you are not present there physically. Also, if you have invited someone to a meeting through ClickMeeting, they will receive an email notification from Zoho Books stating that they have been invited to a meeting in ClickMeeting. They can directly view their meeting schedule from their Zoho Books dashboard by clicking on “View my calendar” link.

Benefits of Integration of Zoho Books and ClickMeeting

The integration of these two programs helps small businesses save time and money. Since your accounting data will already be saved in your Zoho Books account, you don’t need to enter the same details again when scheduling a meeting or inviting people to a meeting. You can simply login to your Zoho Books account to access all your information about your business transactions and appointments. This reduces your overall workload and saves you time. Also, since everything is integrated in one place, all your data will be saved on one platform. So, even if you decide to switch over to another computer or mobile phone, you don’t need to worry about losing your data because it is all saved electronically on the cloud. Another major benefit of using these two programs is that they are compatible with most of the modern devices including laptops, desktops, tablets, smartphones, etc. So, no matter which device you are using at the moment, all your information will be available at the click of a button. This makes things really convenient for users who are always on the move and need access to their information from anywhere at any time.

You should now know about the importance of integrating Zoho Books and ClickMeeting. If you are using both of these programs for managing your business data, then I am sure integrating them will help you save time and money as well as make it easier for you to access all your information from anywhere at any time.

The process to integrate Zoho Books and ClickMeeting 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm