Integrate Zoho Books with Gmail

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

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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 Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

Gmail Integrations
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Best Zoho Books and Gmail Integrations

  • Zoho Books Integration Gmail Integration

    Zoho Books + Gmail

    Create Draft to Gmail from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Gmail Integration Create Draft
  • Zoho Books Integration Gmail Integration

    Zoho Books + Gmail

    Send Email in Gmail when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Gmail Integration Send Email
  • Zoho Books Integration Gmail Integration

    Zoho Books + Gmail

    Create Label to Gmail from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Gmail Integration Create Label
  • Zoho Books Integration Gmail Integration

    Zoho Books + Gmail

    Create Draft to Gmail from New Contact in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Contact
     
    Then do this...
    Gmail Integration Create Draft
  • Zoho Books Integration Gmail Integration

    Zoho Books + Gmail

    Send Email in Gmail when New Contact is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Contact
     
    Then do this...
    Gmail Integration Send Email
  • Zoho Books Integration {{item.actionAppName}} Integration

    Zoho Books + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Zoho Books + Gmail in easier way

It's easy to connect Zoho Books + Gmail 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 Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

    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.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • Create Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho Books & Gmail 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 Gmail 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 Gmail.

    (2 minutes)

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

Integration of Zoho Books and Gmail

Often, businesses need proper financial management and a tracking system. For this, they need an accounting software and a document management top. Zoho Books is a complete spution for small-scale businesses. It comes with an accounting software and a document management top. Gmail is an email service from Google that comes with free storage space. The integration of these two tops has enabled businesses to simplify their accounting process and save time and money.

Zoho Books is an accounting software which comes with many features. It is easy to use and can be used easily by beginners too. With the help of Gmail, users can share their documents with their clients and employees without any hassle. The best part of this integration is that it allows users to send invoices in PDF format making it easier for customers to read them on their systems. The integration also saves business owners time as they no longer need to go through the trouble of printing documents or sending them via email one by one.

As mentioned above, the integration of Zoho Books and Gmail is beneficial to business owners as it saves them time and money. It also makes the life of the business owner easier as he no longer needs to worry about printing documents and mailing them one by one. Moreover, it makes it easier for customers to receive and read invoices as they can be sent in PDF format at a click of a button.

The process to integrate Zoho Books and Gmail 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.