Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.
Daylite IntegrationsZoho Books + Daylite
Create Opportunity for Person to Daylite from New Item in Zoho Books Read More...Zoho Books + Daylite
Update Task in Daylite when New Item is created in Zoho Books Read More...Zoho Books + Daylite
Update Appointment in Daylite when New Item is created in Zoho Books Read More...It's easy to connect Zoho Books + Daylite 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 a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
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.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
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(2 minutes)
This article will discuss the benefits of Zoho Books and Daylite integration. Zoho Books is a cloud accounting software that connects to bank accounts and reconciles them into the software.
Zoho Books automatically extracts data from bank accounts and credits it to the business’s accounting module. It also allows users to generate reports and send invoices online. In addition, Zoho Books allows importing and exporting data in multiple formats such as text, CSV, Excel and XML.
Daylite is a CRM software that helps companies manage their customer information. Zoho books can integrate with other Zoho applications such as Mail and Office applications, or even with Google apps.
Integrating Zoho Books with Daylite is beneficial for businesses in various ways. It allows companies to streamline their accounting processes as well as maintain their customer details in one place.
Zoho Books exports data to Daylite automatically; therefore, there is no need for manual entry. This allows users to focus on more important tasks like sales and marketing instead of entering the same data repeatedly.
In addition, Zoho Books allows users to create a report of all invoices sent by their business. This way, they can monitor their business performance easily.
Zoho Books allows companies to integrate their financial management software with their CRM software seamlessly. Integration of these two applications helps businesses reduce time-consuming tasks like manual entry and generation of reports.
The process to integrate Zoho Books and Daylite 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.