Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.ClickUp Integrations
Zoho Books + ClickUpPost a Task Comment in ClickUp when New Item is created in Zoho Books Read More...
It's easy to connect Zoho Books + ClickUp without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Triggers when new folders are created.
Triggers when new lists are created.
Triggers when tasks are added.
Triggers when tasks updated.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
To Creates a new folder
Creates a new list
Creates a new subtask
Creates a new task.
Add a checklist to a task
Post a comment to a task
Updates an existing task.
Zoho Books is a complete small business accounting software with intuitive interface and comprehensive features. With Zoho Books you can do complete financial management for your business and create budgets, pay bills, track expenses, automatically generate invoices, etc. It has all the tops you need to manage your business effectively.
You can get your business started in minutes with Zoho Books. You can connect over 40 third-party apps to add functionality to your business operations.
ClickUp is an online project management and cplaboration top that helps teams manage tasks and projects effectively. It offers detailed task management, a visual roadmap, and chat integration.
Zoho Books and ClickUp can be integrated so that you can avail the best of both the worlds. The integration allows you to import data from Zoho Books into ClickUp and vice-versa. This way you get real-time updates and can easily plan your tasks.
Zoho Books also allows you to create reports in Excel files and export them as PDFs.
The basic benefit of integration of Zoho Books and ClickUp is that it gives you access to the best of both worlds without investing in duplicate systems. You will still have to invest some time in integrating the two systems but it will save you a lot of money in the long run.
The process to integrate Zoho Books and ClickUp 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.