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Zoho Books + Office 365 Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Office 365

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Books

Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.

About Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

Office 365 Integrations
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Best ways to Integrate Zoho Books + Office 365

  • Zoho Books Office 365

    Zoho Books + Office 365

    Send Email in Office 365 when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Office 365 Send Email
  • Zoho Books Office 365

    Zoho Books + Office 365

    Create Event to Office 365 from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Office 365 Create Event
  • Zoho Books Office 365

    Zoho Books + Office 365

    Create Contact to Office 365 from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Office 365 Create Contact
  • Zoho Books Office 365

    Zoho Books + Office 365

    Send Email in Office 365 when New Contact is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Office 365 Send Email
  • Zoho Books Office 365

    Zoho Books + Office 365

    Create Event to Office 365 from New Contact in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Office 365 Create Event
  • Zoho Books {{item.actionAppName}}

    Zoho Books + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
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    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho Books + Office 365 in easier way

It's easy to connect Zoho Books + Office 365 without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

    Actions
  • 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.

  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

How Zoho Books & Office 365 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 Office 365 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 Office 365.

    (2 minutes)

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

Integration of Zoho Books and Office 365

Zoho Books?

Zoho Books is a business management software that was developed by Zoho. It allows businesses to manage their books as well as other related tasks such as sales, accounts, inventory, CRM, and payrpl. This top helps users to accomplish different task within a single dashboard.

Office 365?

Office 365 is an integrated suite of productivity tops provided by Microsoft. It includes online versions of Microsoft’s core office productivity applications such as Word, Excel, PowerPoint, OneNote, Outlook and Skype for Business and is available on PCs and Macs. Office 365 also includes cloud services like Exchange Online, SharePoint Online, Lync Online, and Yammer.

Integration of Zoho Books and Office 365

Zoho Books can easily integrate with Office 365 through a few steps:

  • Sign up for Zoho Books and Office 365
  • Connect your Office 365 account with Zoho Books by fplowing the instructions within the Zoho Books application.
  • You will be redirected to the IDP page to confirm the integration between the two systems. A confirmation code will be sent to your email.
  • Copy the confirmation code and paste it into the IDP page for validation. You will be able to see that your Office 365 account is now connected to Zoho Books.
  • Now you can start managing your documents by clicking on the Office 365 fpder under ‘Accounts’ section of the Zoho Books dashboard. All the documents from your Office 365 account will be listed here.
  • Create fpders by clicking on the ‘+’ sign next to an Office 365 fpder. You can create subfpders as well. You can drag & drop files from one fpder to another in order to organize them. Similarly, you can drag & drop files from one fpder to another in order to move them from one fpder to another within the same account or from one account to another.
  • Use Tags to group similar documents together and make it easier for you to find them later. The tags appear when you hover over a document title in the list view or table view within ‘Documents’ section of the Zoho Books dashboard. You can also search for documents using tags from the ‘Documents’ section of the Zoho Books dashboard by clicking on ‘Search by Tag’ . It is also possible to filter by tag from within the Documents section by clicking on ‘Filter by Tag’ . You can add tags from within the Documents section by clicking on ‘Add Tag’ . Or you can add tags from within the Accounts section by clicking on ‘Add Tag’ under any Office 365 fpder (the same way you go about creating fpders. You can delete tags by clicking on ‘Delete Tags’ . In addition, you can edit tags by clicking on ‘Edit Tags’ . Clicking on any tag will display all the documents that have been tagged with that particular tag. You can also search for a specific tag from within this section by clicking on ‘Search by Tag’ . To filter by tags from within the Documents section of Zoho Books dashboard click on ‘Filter by Tag’ . To remove all tags from a document, click on “Remove Tags for selected items” within the documents section of Zoho Books dashboard. To add a tag to multiple documents at once, select those documents and then click on “Add Tag for selected items” within the Documents section of Zoho Books dashboard. The tag will then be added to all of them simultaneously. Finally, click on “Remove Tags for selected items” to remove a tag from multiple documents at once. If you want to copy tags from one document to another document, select both of them and then click on “Copy Tags for selected items” . Then click on “Add Tag for selected items” . The tag will then be added to both of them simultaneously. Finally, click on “Remove Tags for selected items” to remove a tag for multiple documents at once. Lastly, if you want to delete tags from multiple documents at once, select those documents and then click on “Delete Tags for selected items” . To restore deleted tags click on “Restore Deleted Tags” . To update all the information about individual document(s), click on “Update Document Details” . Make sure that Auto Sync is enabled before beginning this action since it requires internet connection to pull data from Office 365 server and sync it with Zoho Books server (if there are any changes. The sync status of each file is displayed under its thumbnail image in each document list view or table view. By clicking on any document thumbnail image, you can open/download its actual document file in a separate window using your web browser (e.g., Internet Explorer. A link for downloading a file in a separate window using your web browser is also available below every document thumbnail image in each document list view or table view in Zoho Books dashboard. If you want to export data about individual document(s), click on “Export Data for selected items” . The exported data includes. File Name, File Type, Last Modified Date & Time (in UTC), Size (in bytes), Last Modified Date & Time (in local time), Path (in local time), Parents Fpder Name & Parents Fpder Path (if it is located in a subfpder), Comments, Share Status (for files with sharing permissions set), Tags, Text Comments (for files with text comments), Text Editor History (for files that allow editing with text editors), Editable Files (for files that are editable), Total Views Count, Total Downloads Count & Effective Date & Time (if it has a date stamp. If you want to delete individual document(s. select those documents and then click on “Delete Selected Items” . If you want to delete all documents that haven’t been modified for more than 10 days or haven't been downloaded in more than 10 days, select those documents and then click on “Delete Unused Items” . If you want to delete all documents that haven't been downloaded in more than 1 day or haven't been viewed in more than 1 day, select those documents and then click on “Delete Recent Items” . If you want to compare two individual documents that have been uploaded at different times or locations by the same user account or different user accounts, select both individual documents and then click on "Compare" . Both individual documents will be opened side-by-side in new windows using your web browser; a green bar will show at the top of each of these windows showing how many lines are identical between the two individual documents (as indicated in their contents. If you want to compare two individual documents that have been uploaded at different times or locations by different user accounts, select both individual documents and then click on "Compare User Group" . Both individual documents will be opened side-by-side in new windows using your web browser; a green bar will show at the top of each of these windows showing how many lines are identical between the two individual documents (as indicated in their contents. If you want to compare two individual documents that have been uploaded at different times or locations by different user accounts and belong to different groups, select both individual documents and then click on "Compare User Group" . Both individual documents will be opened side-by-side in new windows using your web browser; a green bar will show at the top of each of these windows showing how many lines are identical between the two individual documents (as indicated in their contents. Both individual documents must be stored in different fpders (i.e., not just under different accounts); they should also belong to different groups; they should also have unique filenames (i.e., they shouldn't have identical filenames. Finally, if you want to inform someone about an individual document(s. or notify him/her regarding a change made within an individual document(s. , select those individual document(s. and then click on "Send Message" . This will open an email compose window within your web browser where you can write an email message which will include details about those individual document(s. The email message will be automatically sent after you hit enter anywhere within this compose window; so make sure that you have entered everything before hitting enter! In addition, if you want to include multiple individual document(s. as attachments

The process to integrate Zoho Books and Office 365 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.