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Integrate Zoho Books with Habitica

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

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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 Habitica

Habitica is a free habit and productivity tool that assists you in achieving your health and happiness objectives.

Habitica Integrations

Best Zoho Books and Habitica Integrations

  • Zoho Books Integration Habitica Integration

    Zoho Books + Habitica

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

    Zoho Books + Habitica

    Update Challenge in Habitica when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Habitica Integration Update Challenge
  • Zoho Books Integration Habitica Integration

    Zoho Books + Habitica

    Join Challenge in Habitica when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Habitica Integration Join Challenge
  • Zoho Books Integration Habitica Integration

    Zoho Books + Habitica

    Leave Challenge in Habitica when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Habitica Integration Leave Challenge
  • Zoho Books Integration Habitica Integration

    Zoho Books + Habitica

    Create Task to Habitica from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Habitica Integration Create Task
  • 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 + Habitica in easier way

It's easy to connect Zoho Books + Habitica 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 Challenges

    Triggers when a new challenge is created

  • New Group

    Triggers when a new group is created

  • New Inbox Message

    Triggers when a new inbox message created.

  • New Message Posted to Group

    Triggers when a new message posted to group is created.

  • New Task

    Triggers when a new task is created

  • New User Challenges

    Triggers when a new user challenge is created.

    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.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • Add Checklist Item

    Add an item to the task's checklist.

  • Create Challenge

    Create a new challenge

  • Create Task

    Create a new task.

  • Join Challenge

    Join a challenge

  • Leave Challenge

    Leave a challenge

  • Send Group Message

    Send message in the selected group.

  • Send Private Message

    Send private message to the member.

  • Update Challenge

    Update a challenge's name, description, or summary

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

How Zoho Books & Habitica 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 Habitica 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 Habitica.

    (2 minutes)

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

Integration of Zoho Books and Habitica

  • What are Zoho Books and Habitica?
  • Zoho Books is a cloud-based accounting software that is used by small businesses, freelancers, and independent contractors. It can be accessed on the web, mobile devices, and desktop computers. It helps users organize their financial information, manage expenses, track sales, reconcile bank accounts, and generate reports. Zoho Books can also perform automatic syncing with tax platforms such as TurboTax and TaxACT.

    Habitica is an open source, habit building app that you can access on your desktop computer or mobile device. It is designed to help users keep track of their daily habits, create custom rewards for themselves, and monitor their progress using graphs and statistics. You can use Habitica to create good habits that will help you stay on top of your work, take care of yourself better, and have more fun!

  • What are the benefits of integrating Zoho Books and Habitica?
  • By integrating Zoho Books and Habitica, freelancers and small business owners can make the most out of both tops.

    • The two apps can help each other optimize their respective features. For instance, integrating Zoho Books with Habitica will allow users to keep track of their daily income in Zoho Books which can then be used as a reward in Habitica. Users who earn $500 per week would receive a “$50 Amazon gift card” as a reward in Habitica if they achieve the set goal every week for seven months. Similarly, integrating Habitica with Zoho Books will allow users to create positive habits that will help them manage their money better.
    • Users can automatically import data from Zoho Books into Habitica so that they do not need to manually enter the data. This will save them time and effort.
    • Users can use Habitica’s features to keep themselves motivated to complete tasks in Zoho Books. For example, if users need to write a report for their client before the deadline but they don’t feel like doing it, they can use Habitica’s Progress graph to remind themselves that they have not worked on the report for the last few days.
    • Users can integrate both apps with their favorite productivity tops such as Todoist or Trello to enhance the effectiveness of both apps. For instance, users can integrate Todoist with both apps so that they can put tasks from Todoist into Habitica as Dailies which they must complete every day. Likewise, users can integrate Trello with both apps so that they can check off tasks on Trello as Habits which they must complete every day.

    Integration of Zoho Books and Habitica

    Here is a sample workflow for integrating Zoho Books and Habitica:

    Step 1. Open Zoho Books on your desktop

    Step 2. Create a new client from the navigation menu at the top-left corner of the screen. Give it a name, choose the relevant country from the drop-down menu, and click “Create Client”. The client’s name will show up on the navigation menu at the top-left corner of the screen. Click it to open a list of clients under this client. You can open a new client record by clicking the “New” button at the top-right corner of the screen or double-clicking a client’s name from the list on the navigation menu at the top-left corner of the screen. Alternatively, you can enter “/client/xxx” (where xxx is the ID number of this client. into your browser’s address bar to directly open this client’s record. Under “Business Details” on the left sidebar, fill in all relevant details such as contact information, website URL, and user IDs of employees who work for this client under “Employees” on the right sidebar. You will need this information when importing data from Zoho Books into Habitica (see Step 3. After filling in all relevant details, scrpl down to “Customer Details” on the left sidebar and click “Add New Customer” under “Income & Expenses” on the right sidebar. Enter the details such as customer name and date of birth. You will need this information when importing data from Zoho Books into Habitica (see Step 3. After filling in all relevant details, scrpl down to “Project Details” on the left sidebar and click “Add New Project” under “Projects & Grants” on the right sidebar. Enter relevant project details such as name and date started and date stopped under “Proposal Details” on the left sidebar. Scrpl down to “Expense Categories” on the left sidebar and click “Add New Category” under “Expense Categories” on the right sidebar. Enter relevant category details such as category name, category code, amount per category code, minimum amount per category code, maximum amount per category code, minimum total amount per project, maximum total amount per project, minimum total amount per month, maximum total amount per month under “Category Details” on the left sidebar. You will need this information when importing data from Zoho Books into Habitica (see Step 3. On the main dashboard of Zoho Books, click “Add New Project” under “Projects & Grants” on the right sidebar. Enter relevant project details such as name and date started and date stopped under “Proposal Details” on the left sidebar. Scrpl down to “Expense Categories” on the left sidebar and click “Add New Category” under “Expense Categories” on the right sidebar. Enter relevant category details such as category name, category code, amount per category code, minimum amount per category code, maximum amount per category code, minimum total amount per project, maximum total amount per project, minimum total amount per month, maximum total amount per month under “Category Details” on the left sidebar. You will need this information when importing data from Zoho Books into Habitica (see Step 3. Under “Accounting Details” in “Client Account Settings” on the left sidebar, enter relevant details such as company tax year end date and default account number under “Bank Accounts & Tax Reporting” on the right sidebar. Scrpl down to “Taxes & Deductions” on the left sidebar and verify that all relevant options are selected under “Taxes & Deductions” on the right sidebar (e.g., Company Tax Year End Date is correct; Company Tax Status is active; Company Tax State is correct; etc.. Under “Fees & Deposits” in “Client Account Settings” on the left side bar, click “Add New Fees & Deposits Schedule” under “Fees & Deposits Schedules” on the right side bar. Under “Fees & Deposits Schedule Details” section in the middle of the screen, enter relevant fees and deposits dates under “Fees & Deposits Schedule Details” on the right side bar (e.g., Fee Date is correct. Under “Service Charges & Deposits Schedule Details” section in south side of screen, enter relevant service charges and deposits dates under “Service Charges & Deposits Schedule Details” on right side bar (e.g., Service Charge Date is correct. Under “Product Details” section in south side of screen, enter relevant product details such as product name, product code(s), product description(s), product price(s), product quantity(s), product price list date(s), etc., under “Product Details” section in south side of screen (e.g., Product Code 1 is correct. Under “Vendor Details” section in south side of screen, enter relevant vendor details such as vendor name(s), vendor address(es), vendor phone number(s), etc., under “Vendor Details” section in south side of screen (e.g., Vendor 1 is correct. Under “Inventory Details” section in south side of screen, enter relevant inventory details such as inventory name(s), inventory description(s), inventory quantity(s), etc., under “Inventory Details” section in south side of screen (e.g., Inventory 1 is correct. After filling in all relevant details for this project in Zoho Books, click “Save Changes” in south side of screen. Repeat steps 4 through 9 for all

    The process to integrate Zoho Books and Habitica 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.