Integrate Zoho Books with MongoDB

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

  • No code
  • No Credit Card
  • Lightning Fast Setup

20 Million work hours saved

Award Winning App Integration Platform

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 MongoDB

MongoDB is an open-source document-based database management tool that stores data in JSON-like formats. It uses flexible documents instead of tables and rows to process and store various forms of data. As a NoSQL solution, MongoDB does not require a relational database management system (RDBMS).

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

Explore quick connects
Connect Zoho Books + MongoDB in easier way

It's easy to connect Zoho Books + MongoDB 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 Collection

    Triggers when you add a new collection.

  • New Database

    Triggers when you add a new database.

  • New Document

    Triggers when you add a new document to a collection.

  • New Document (Custom Query)

    Triggered when document rows are returned from a custom query that you provide. Advanced Users Only

  • New Field

    Triggers when you add a new field to a collection.

  • 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 Document

    Create a new document in a collection of your choice.

How Zoho Books & MongoDB 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 MongoDB 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 MongoDB.

    (2 minutes)

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

Integration of Zoho Books and MongoDB

Zoho Books?

Zoho Books is a cloud-based accounting software that offers low-cost, easy-to-use, and feature-rich web applications for small and medium businesses. It enables users to manage accounting and business finances from anywhere with just an internet connection.

Zoho Books is a part of the Zoho One product suite. The suite also includes other business apps like Zoho CRM, Zoho Campaigns, Zoho Creator, and Zoho ShowTime. It is the only accounting software that integrates with all products in the suite.


MongoDB is a cross-platform, open source document database which has become very popular among businesses of all sizes. Unlike relational databases, it does not use tables, cpumns, and rows but instead uses JSON-like documents with dynamic schemas and flexible data structures.

MongoDB was developed by 10gen Inc., a US-based company. MongoDB was released to the public in 2009. The name “Mongo” is derived from humongous.

Integration of Zoho Books and MongoDB

By integrating Zoho Books and MongoDB, businesses can achieve real-time monitoring of their accounts, improve operations and overall efficiency, enhance customer service, reduce overhead costs, and increase revenue from a single cloud spution.

Zoho Books provides several features to help businesses monitor their accounts:

Real-time integration of financial information between MongoDB and Zoho Books gives access to the most recent transactions from anywhere.

Project managers can now keep track of the funds that have been allocated to different projects at all times. They can also check who has spent how much on each project without having to ask for regular updates on progress. This helps them to monitor the project closely and prevent overspending.

Receipts entered into Zoho Books are automatically synced with MongoDB. This eliminates manual entry of receipts into two different platforms. Therefore, businesses can have easy access to a complete history of expenses incurred by any employee.

Businesses can make better decisions about operating expenses based on their income and expenditure history. For example, they can estimate monthly repayments on loans based on previous loans or credit cards borrowed from previous months.

Managers can allocate a fixed amount to each employee after every pay cycle and use the receipt tracking feature to monitor their expenses. They can then adjust their budgets accordingly if necessary. Thus, employees are not able to overspend their budgets unknowingly since their expenses are tracked closely by managers.

Benefits of Integration of Zoho Books and MongoDB

Integrating Zoho Books and MongoDB offers many benefits to businesses of all sizes:

The process to integrate Zoho Books and MongoDB 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