?>

Zoho Books + Microsoft Outlook Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

Microsoft Outlook Integrations
Microsoft Outlook Alternatives

Looking for the Microsoft Outlook Alternatives? Here is the list of top Microsoft Outlook Alternatives

  • Gmail Gmail
  • Google Calendar Google Calendar
  • Zoho Mail Zoho Mail

Best ways to Integrate Zoho Books + Microsoft Outlook

  • Zoho Books Microsoft Outlook

    Zoho Books + Microsoft Outlook

    Create Contact to Microsoft Outlook from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Microsoft Outlook Create Contact
  • Zoho Books Microsoft Outlook

    Zoho Books + Microsoft Outlook

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

    Zoho Books + Microsoft Outlook

    Create Event to Microsoft Outlook from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Microsoft Outlook Create Event
  • Zoho Books Microsoft Outlook

    Zoho Books + Microsoft Outlook

    Delete Event in Microsoft Outlook when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Microsoft Outlook Delete Event
  • Zoho Books Microsoft Outlook

    Zoho Books + Microsoft Outlook

    Create Contact to Microsoft Outlook from New Contact in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Microsoft Outlook Create Contact
  • Zoho Books {{item.actionAppName}}

    Zoho Books + {{item.actionAppName}}

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

It's easy to connect Zoho Books + Microsoft Outlook 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.

  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

    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.

  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

How Zoho Books & Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook.

    (2 minutes)

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

Integration of Zoho Books and Microsoft Outlook

Zoho Books?

Zoho Books is a web-based accounting application that allows you to create invoices, sales orders and estimate proposals. It also enables you to manage payments and organize financial statements all from one place. This is definitely a most convenient top for small businesses that need to do the fplowing:

create invoices

track expenses

manage payments

organize financial reports

Microsoft Outlook?

Microsoft Outlook is a personal information manager that organizes your emails, calendars, contacts, tasks, notes and more in one easy-to-use application. With Outlook, you can access all your information from virtually any device, including smartphones, tablets, and PCs. This makes it an ideal choice for small businesses that need to:

organize emails and contacts

schedule meetings and events

manage tasks and projects

Integration of Zoho Books and Microsoft Outlook provides many benefits to users. Having integrated applications allow you to:

  • Track Customers and Clients Easily

Zoho Books allows you to add customers with less hassle. You just need to use the “Add New Customer” button located on the top of the dashboard to create new customers. You can then choose a customer type from there. Zoho Books also allows you to track clients and send them invoices. To add a client, you can click on “Add New Client” and enter the client information. After entering all the information, you have the option to assign a payment method or invoice template for that client. Zoho Books will then automatically generate an invoice for the client whenever you want. It also enables you to generate sales orders for your clients. For every sale order created, you will be able to see how much it costs. You can then send it to your client or check on its status through the Sales Orders view. Lastly, Zoho Books allows you to create estimates for your clients as well. It gives you the option to attach files such as a contract or a proposal. Aside from these features, Zoho Books allows you to add employees too. The best thing about it is that it automatically adds all the employees’ tax information so you don’t have to go through the trouble of manually adding it yourself. All these features make it easier for small businesses to track their clients and send them invoices without wasting time.

  • Send Invoices Quickly and Easily

With Zoho Books, you can easily send invoices for your clients with just a few clicks. To send an invoice, just click on “Send Invoice” located at the top of your screen. Select the customer and other details such as payment terms then click Next Step. On the next page, enter invoice details such as invoice quantity, invoice date, amount and tax then click Continue. On the third page of the form, enter payment details such as payment amount, payment method, and payment due date then click Continue. On the last page of the form, review invoice details before sending it to your client by clicking Continue. The next time you open up Zoho Books, you will see a “New Invoice Received” email notification that comes from Zoho Books whenever a client pays for your invoice. All these features simplify sending invoices to clients allowing small businesses to handle their finances without hassle.

  • Make Payments and Organize Financial Reports Easily

To make payments for your invoices or make bookings for appointments, simply click on “Make Payment” located at the top of your screen on Zoho Books dashboard. Enter information needed such as payment amount, payment type and click Continue. You then have the option to choose whether you want to pay using your credit card or bank account (PayPal. Lastly, when making payments or bookings with Zoho Books, you will get instant updates on what was done and when they were done through System Notifications which are located on the left side of your screen. This allows small businesses to be updated with their finances without having to wait or check their bank accounts or credit cards frequently. Moreover, Zoho Books allows you to print documents online as well as export them as PDF files directly from their site. To export documents as PDF files, simply click on “Documents” located at the top of your screen on Zoho Books dashboard then click on “Export to PDF” on the right side of your screen. You may then select which documents you want to export based on name or date range then click Export Documents. With these features available in Zoho Books, small businesses can manage their finances easily without having to worry about printing documents or exporting them online because everything can be done in one place – Zoho Books!

The process to integrate Zoho Books and Microsoft Outlook 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.