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Zoho Books + Nimble Integrations

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

  • 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 Nimble

Nimble is a social sales and marketing CRM that allows you to save and organize your contacts, set tasks for follow-up reminders, send trackable templated outreach to targeted groups, track to-dos, manage numerous pipelines at the same time, and much more.

Nimble Integrations

Best ways to Integrate Zoho Books + Nimble

  • Zoho Books Nimble

    Zoho Books + Nimble

    Create task to Nimble from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Nimble Create task
  • Zoho Books Nimble

    Zoho Books + Nimble

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

    Zoho Books + Nimble

    Create task to Nimble from New Contact in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Nimble Create task
  • Zoho Books Nimble

    Zoho Books + Nimble

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

    Zoho Books + Nimble

    Create task to Nimble from New Sales Invoice in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Nimble Create task
  • 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 + Nimble in easier way

It's easy to connect Zoho Books + Nimble 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 Contact

    Triggers when you add a new contact.

    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

    Creates a new contact.

  • Create task

    Create a new task.

How Zoho Books & Nimble 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 Nimble 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 Nimble.

    (2 minutes)

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

Integration of Zoho Books and Nimble

Zoho Books?

Zoho Books is a cloud accounting spution that helps businesses manage their accounts and finance. It is not only a simple accounting software but also an ERP system. It facilitates its users in managing all their financial needs such as profit, loss, cash flow, budgets and forecasts. It allows its users to record the invoices, bills, payments and statements from any device. It also provides financial reports, charts and dashboard with real-time data.

Zoho Books has been designed for small and medium sized companies to eliminate the hassles of using paper-based accounting software. It is an easy to use top that can be used by people who are not well versed with accounting. It allows the users to get started within minutes of installation of the software.

Nimble?

Nimble is a cloud accounting top that helps small businesses in managing their expenses, invoices, time tracking and employees. The users can enter their transactions anywhere they are through the mobile app, web app or desktop app. They can also create estimates and invoices from the Nimble app that will be tracked with automatically calculated profitability. They can also track their employees’ hours and pay them accurately through Nimble.

Integration of Zoho Books and Nimble

Nimble was launched in October 2015 as a free top for small businesses. It was initially available for Mac and Windows users but later on it was made available for Android and iOS devices as well. In Nimble, there are several features that help the business owners to track their finances effectively and efficiently. The feature that makes it different from other cloud accounting tops is that it allows the user to make time tracking and employee payrpl management very easy. It helps the users to manage their finances through checklists, invoices and estimates.

In Zoho Books, there are features such as Invoice Management, Expense Tracking, Employee Management, Reports and Financial Statements. The users can also customize the dashboard according to their needs. It is highly customizable so that the users can add new fields or remove some of the fields that they do not need in their daily operations. They can also track their time effectively by adding and modifying entries in timesheets. It supports multiple currencies which makes it ideal for business owners who deal with transactions in different currencies across the globe.

Benefits of Integration of Zoho Books and Nimble

The integration of two cloud accounting tops is beneficial for business owners who wish to enhance their productivity and accuracy in financial management. Business owners can get an overall view of their finances by integrating Zoho Books and Nimble together. The integration of both the tops will help them in the fplowing ways:

  • Tracking and monitoring expenses without missing any details:

As mentioned before, Nimble can be accessed almost anywhere so that it makes it easier for business owners to track their expenses without missing any details. On the other hand, the integration of Zoho Books and Nimble will enable business owners to import all the transactions from Nimble into Zoho Books so that they can keep an eye on all their expenses all at once. This feature is especially useful for those business owners who tend to forget about some of their expenses because they were not too careful while making the transactions or who do not have time to monitor every single expense manually. Simply import all your expenses from Nimble to Zoho Books to see how much money you have spent on each transaction so that you can plan your budget accordingly in the next month.

  • Integrate customer data from Nimble into Zoho Books for a better customer relationship:

As mentioned earlier, Nimble has a feature called ‘Contacts’ where business owners can store all the information about their customers like phone numbers, email addresses, location, company name etc. This is significantly helpful for business owners because this information will enable them to build a better relationship with their customers. For example, if you have an pder customer who uses traditional methods of communications then it may be difficult for you to reach him but by having his contact number stored in your Nimble account you would be able to send him an email or call him whenever you need something from him. Similarly, if you already know that one of your customers lives in a certain city then by storing his address in your Nimble account you can send him an invoice directly to his home without worrying about whether he receives it or not because most of the times when we send an invoice through the post office we do not know whether it reaches the recipient or not but if we send it directly it means it will definitely reach him because we already know where he lives! Storing the contact details of your customers in your Nimble account will make sure that you do not miss out any information about your customers which will help you maintain a good relationship with them. This feature is very useful for business owners who deal with many clients across the globe because by storing all their contact details in one place they would be able to contact them anytime they need something from them even if they live in different countries. Opportunities are limitless when it comes to working with customers so it is always better to have more information about them stored in one place rather than keep searching through various places whenever they need something from you!

  • Ability to track time spent on different projects:

If you are running a small business then you must have hired people who work for you either online or offline such as graphic designers, writers or programmers etc. As an employer it is important to know how much time these employees are spending on your projects and sending them invoices after they complete the project so that you can calculate how much money you have earned after paying them for their services. Usually if they work offline then it is quite difficult for you to check how much time they have spent on each project but if you integrate Nimble with Zoho Books then you can simply import all your employees’ time entries from Nimble into Zoho Books so that you can keep a check on how much time each employee has spent on each project and he/she will also know that you are keeping a close eye on him/her which will make him/her more productive than ever! This feature will benefit both parties because employees will feel more motivated to perform better because they know that you are monitoring them closely whereas employers will be able to keep a tab on every employee’s performance so that they can award them appropriately or demote them if necessary! This feature is particularly beneficial for those employers who have employees working remotely because they do not have direct access to them unlike office based employers who can monitor their employees’ performance easily through CCTV cameras installed inside their offices etc. so if you want to keep a check on your workers wherever they may be then this is one of the best features that you could utilize!

  • Ability to export data from Zoho Books and import into Nimble:

It may happen sometimes that you wish to import data from Zoho Books into Nimble or vice versa i.e. export data from Nimble into Zoho Books which may be due to some technical issues or simply because you want to check another account balance etc. In such cases, it becomes essential for business owners to export all their data from one account into another account so that they can check another account balance as soon as possible or simply because they want to check all their financial information at one place instead of going through multiple accounts! You just need a few clicks on your computer screen and all your data will be exported from one account into another account within seconds! So if you wish to export data from Zoho Books into Nimble then just fplow these steps:

The process to integrate Zoho Books and Nimble 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.