Integrate Zoho Books with Coda

Name: Appy Pie Connect
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Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Coda

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Zoho Books Integrations

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 Coda

All-in-one doc. No more ping-ponging between documents, spreadsheets, and niche workflow apps to get things done.

Zoho Books + Coda Quick Connects

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

Explore quick connects

Connect Zoho Books + Coda in easier way

It's easy to connect Zoho Books + Coda 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 Row

Triggers when a new row added to selected table.
Updated Row

Trigger when new row is updated in a selected table.

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.
Mark Invoice as Paid

Mark Invoice as Paid
Update Contact

Updates an existing contact.
Update Sales Invoice

Updates an existing invoice in Zoho Books.
Create Row

Create a new row in selected table.
Update Row

Update a existing row in a table.
Upsert Row

Creates a new row or update an existing row in selected table.

How Zoho Books & Coda Integrations Work

Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Coda as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Zoho Books to Coda.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.