Zoho Books + Mautic Integrations
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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 Mautic
Mautic is an open-source marketing automation software that helps online businesses automate their repetitive marketing tasks such as lead generation, contact segmentation, marketing campaigns, lead scoring, etc.
Mautic IntegrationsBest ways to Integrate Zoho Books + Mautic
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Zoho Books + Mautic
Create or Update Contact to Mautic from New Item in Zoho Books Read More...When this happens...
New Item
Then do this...
Create or Update Contact
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Zoho Books + Mautic
Create Marketing Message to Mautic from New Item in Zoho Books Read More...When this happens...
New Item
Then do this...
Create Marketing Message
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When this happens...
New Item
Then do this...
Create Text Message
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Zoho Books + Mautic
Create or Update Contact to Mautic from New Contact in Zoho Books Read More...When this happens...
New Contact
Then do this...
Create or Update Contact
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Zoho Books + Mautic
Create Marketing Message to Mautic from New Contact in Zoho Books Read More...When this happens...
New Contact
Then do this...
Create Marketing Message
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + Mautic 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 Contact
Triggers when a new contact is created.
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New Form Entry
Triggers when a form is submitted.
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New Marketing Message
Triggers when new marketing message created.
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New Text Message
Triggers when new text message created.
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Updated Contact
Triggers when a contact updated.
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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 Marketing Message
Create a marketing message.
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Create Text Message
Create a text message
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Create or Update Contact
Creates a new contact or updates and existing contact.
How Zoho Books & Mautic 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 Mautic 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 Mautic.
(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 Mautic
The purpose of this report is to discuss the integration of Zoho Books and Mautic. It will be divided into three sections. First, it will give an overview on what Zoho Books is. Second, it will give an overview on what Mautic is. Lastly, it will discuss the integration of both softwares.
Integration of Zoho Books and Mautic is an integrative effort of two great pieces of software—Zoho Books and Mautic. The first step in setting up this integration is to install Zoho Books. Zoho Books is a bookkeeping application that can be used by small businesses or organizations to manage their finances online. It is equipped with features like accounting, invoicing, expenses, project management, bank reconciliation, and reporting (Largest Zoho Resources.
The next step is to set up your pages within Zoho Books itself. You can do this by clicking on the “Pages” icon on the top right corner of your screen. Clicking on “Pages” will lead you to the page creation page (Largest Zoho Resources.
You can create multiple pages if needed. For example, you can create a page for each client or supplier. Clicking on the green plus icon will allow you to add a new page. You can also change the title or description of a page as well as its visibility settings by clicking on the pencil icon on the right side of the page name.
After creating your pages, it’s now time to set up your fields as well as configure them as required fields as shown below:
Next, click on “Insert Field” icon to open a drop down list of available fields. Some of the available fields include Name, Email Address, Phone Number, Date, Time, Text Area, Calculated Field, List Field and Code Field. This will allow you to configure the fields as per your needs. After configuring the fields, you may now insert them into your pages. An example of how to insert a field into a page is shown below:
One important thing to remember is that if you’d like to make a field mandatory, make sure to check the checkbox for “Mandatory Field” before inserting it into a page.
Now that your fields are configured and inserted into your pages, you can now proceed to integrate Zoho Books with Mautic. To do this, go to Settings > Integrations in your Zoho Books account. This will bring you to an integration page which you can access by clicking “Integrations” under the left-side menu bar as shown below:
There are various ways to integrate Zoho Books with other software program such as Zapier and IFTTT as shown below:
You can choose from the available options as per your preferences and needs. All you need to do is enter your API key and click on “Save Changes” to complete the integration process. To get your API key, simply click on “Get API Key” after entering your account details and email address as shown below:
Other than integrating Zoho Books with Mautic, you can also integrate it with other softwares such as HubSpot CRM and Salesforce CRM (Largest Zoho Resources. Below are some screenshots showing how to set up these integrations:
This guide has discussed what Zoho Books is and how we can integrate it with Mautic using Zapier and IFTTT. This guide has also provided screenshots showing how we can set up these integrations. Overall, this guide should help you in setting up this integration and answer questions like “how do I integrate Zoho Books and Mautic?”
The process to integrate 403 Forbidden and 403 Forbidden 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.
