Zoho Books + Dropbox Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Dropbox
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Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
About Dropbox
Dropbox is a collaboration space that allows you to easily store and access your photos, documents, videos, and other important files from any phone, tablet or computer in the world.
Dropbox IntegrationsLooking for the Dropbox Alternatives? Here is the list of top Dropbox Alternatives
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Google Drive
Best ways to Integrate Zoho Books + Dropbox
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Zoho Books + Dropbox
Create or Append to Text File to Dropbox from New Item in Zoho Books Read More...When this happens...
New Item
Then do this...
Create or Append to Text File
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Zoho Books + Dropbox
Upload File in Dropbox when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Upload File
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When this happens...
New Item
Then do this...
Create Text File
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When this happens...
New Item
Then do this...
Create Folder
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Zoho Books + Dropbox
Create or Append to Text File to Dropbox from New Contact in Zoho Books Read More...When this happens...
New Contact
Then do this...
Create or Append to Text File
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + Dropbox without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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New File in Folder
Triggers upon addition of new files to a folder. Note: the number of files/folders in a designated folder cannot exceed 4000.
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New Folder
Triggers upon addition of a new folder. Ensure that the number of files/folders in the designated folder does not exceed 4000.
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Create Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
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Create Folder
Generates a brand new folder at the specified path.
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Create Text File
Generates a brand new text file from predefined plain text content.
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Create or Append to Text File
Adds a new line to an existing text file. If the file doesn't exist, it creates the text file.
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Upload File
Upload an existing file or attachment up to 100 MB in size.
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How Zoho Books & Dropbox Integrations Work
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Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Dropbox as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Books to Dropbox.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Books and Dropbox
Zoho Books is a cloud accounting software created by Zoho Corp. It is used for small business bookkeeping, invoicing, accounting, payrpl, expenses, and CRM. Zoho Books has integrations with many other services, including Dropbox. Dropbox is a cloud storage service that uses the same technpogy as Google Drive.
Integration of Zoho Books and Dropbox
Zoho Books has an option called “Sync App” in its Settings. This Sync App comes with three different options to integrate it with Dropbox. These are our three steps to integrate Zoho Books with Dropbox:
- First, you need to create a fpder in your Dropbox account for the Sync App. You can do this by clicking on the “+” button in the top right corner of your Dropbox window. Then select the “Fpder” option. Name the fpder whatever you want to name it. After you have created a fpder in your Dropbox account, you will be asked if you want to share this fpder with anyone else or keep it private. Keep it private unless you know what you are doing.
- Next, you need to add the Sync App to your Zoho Books account. To do so, go to Settings on your Zoho Books account and click on the “Sync Apps” tab. Click on the checkbox next to “Sync for Dropbox” and then click “Save Changes” at the bottom of the screen. If you didn’t see your Dropbox app in your list of apps, click on “Add” and search for it. After you add the Sync App to your account, go back to your Dropbox and look inside of your fpder that you made earlier. You should see all of the files from Zoho Books there now.
- The last step is to link Zoho Books to Dropbox. To do this, go back to your Zoho Books account and go back to the Sync Apps tab. Click on the dropdown menu next to Sync for Dropbox and select “Synced fpders - Only files changed locally or uploaded manually will sync (recommended.” Make sure that the location is set to “Sync for Dropbox” and then click “Save Changes” at the bottom of the page. Now everything in your Dropbox fpder will be synced with Zoho Books!
Benefits of Integration of Zoho Books and Dropbox
The benefits of integrating these two applications together are amazing. Since all of your data is stored in Dropbox, there is no longer a reason to store sensitive information on your computer or mobile devices. One of the most important benefits is that if something happens to your device, none of your data is lost because it is stored in a safe place in Dropbox. Another benefit is that all of your data is backed up online in case anything goes wrong with your computer or mobile device or even worse someone steals it. There are a couple more benefits that come from using this application, but I don’t want to spoil them all for you! Use this application to make your life easier!
The process to integrate Zoho Books and Dropbox 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.
