Integrate Zoho Books with Google Drive

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

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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 Google Drive

Google Drive is one of the best file sync apps that let you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

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

Explore quick connects

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Connect Zoho Books + Google Drive in easier way

It's easy to connect Zoho Books + Google Drive 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 File

    Triggers whenever a new file is added to any of the folders.

  • New File in Folder

    Triggers whenever a new file is directly added to a specific folder.(but doesn't trigger when a file is added to the subfolders)

  • 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.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • Create File from Text

    Create a new file from plain text.

  • Create Folder

    Create a new folder.

  • Upload File

    An existing file is copied to Google Drive from a different service.

How Zoho Books & Google Drive 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 Google Drive 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 Google Drive.

    (2 minutes)

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

Integration of Zoho Books and Google Drive

Zoho Books is a cloud-based accounting application designed especially for small and medium sized businesses. It helps you track your business finances through reports, invoices, tax reporting, payments, bank reconciliation, and so on. You can use it free of cost for up to 3 different users.

Google Drive is an online storage facility for documents, presentations, spreadsheets, and other files. Once you have signed up for Google Drive, you can easily create an account that will integrate with Zoho Books.

Integration of Zoho Books and Google Drive

You have to sign in to your Google Account and then click the ‘Settings’ icon. Sign in to Zoho Books using your credentials and click the ‘Integration’ link under the settings heading. You will be taken to a separate page where you can select the ‘Google Drive’ option. If you haven’t signed up for Google Drive yet, you will have to do that first.

After the integration process is complete, you will see the fplowing message. “Successfully connected your Zoho Books account to Google Drive.”

Click the ‘OK’ button to finish the process. A new tab will open in your browser with the fplowing message. “Google Drive has been successfully connected to your Zoho Books account.” It also lists some steps for setting up your accounts together. You can now add files from your Google Drive to Zoho Books and vice versa.

Benefits of Integration of Zoho Books and Google Drive

Once the two accounts are linked, you can upload any file from Google Drive to Zoho Books. The opposite is not true though. You can only upload files that are saved in Google Drive into Zoho Books. There is no option to save a file directly on Google Drive from Zoho Books. You have to make sure that the file is saved in Google Drive before you upload it into Zoho Books.

However, if you want to download a file from Zoho Books into Google Drive, you can do so by selecting the ‘Google Drive’ button on the file edit page and clicking the download button next to the text field. The file will be saved on your Google Drive account automatically. You can also add a file into Google Drive from within Zoho Books by uploading it as a new file or by adding an attachment. In both cases, the file will be uploaded as a new document on Google Drive instead of overwriting the original file.

The process to integrate Zoho Books and Google Drive 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm