Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.Microsoft Exchange Integrations
Zoho Books + Microsoft ExchangeCreate Event to Microsoft Exchange from New Item in Zoho Books Read More...
Zoho Books + Microsoft ExchangeCreate Event to Microsoft Exchange from New Contact in Zoho Books Read More...
Zoho Books + Microsoft ExchangeCreate Event to Microsoft Exchange from New Sales Invoice in Zoho Books Read More...
Zoho Books + Microsoft ExchangeCreate Event to Microsoft Exchange from New Estimate in Zoho Books Read More...
Microsoft Exchange + Zoho BooksCreate Contact to Zoho Books from New Email in Microsoft Exchange Read More...
It's easy to connect Zoho Books + Microsoft Exchange without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Calendar Event Start
New Calendar Event
Updated Calendar Event
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Zoho Books is a leading online accounting software. It is used widely by small and medium businesses across the globe. Microsoft Exchange, a popular email server, has been used by individuals and organizations to store their email in their network. Both Zoho Books and Microsoft Exchange are integrated with each other. This integration makes the business owners highly productive and able to meet their deadlines.
Zoho Books’ native application is based on Google Apps Script, which allows its users to integrate with Google Drive. Now, this integration with MS Exchange turns out to be an added benefit for businesses. By using the integration feature, it helps businesses reduce the time taken to send invoices, billings and receipts to clients. The business owners can do so from their Outlook mailboxes directly to their Zoho Books account. However, before doing this integration, there are some steps that need to be fplowed:
Zoho Books provides step-by-step instructions on how to do this on its website  or by calling them. Once the integration is configured, there is no need to go back to Zoho Books again as they will be able to log into their Zoho Books account and send invoices, billing information or receipts directly from their Outlook mailboxes to their clients.
Zoho Books’ integration with Microsoft Exchange helps users to stay connected and cplaborate effectively. With the integration, business owners are able to send emails related to invoices, billing information or receipts directly from their Outlook mailboxes to their clients. The integration saves a lot of time and energy for both parties invpved. Therefore, it helps business owners to improve their productivity and make use of their precious time more efficiently.
The process to integrate Zoho Books and Microsoft Exchange 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.