?>

Zoho Books + OneNote Integrations

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

  • 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 OneNote

OneNote is your digital notebook for capturing, organizing and sharing all of your notes and information. It helps you gather everything into one central location, and works across all your devices.

OneNote Integrations
OneNote Alternatives

Looking for the OneNote Alternatives? Here is the list of top OneNote Alternatives

  • Evernote Evernote
  • Evernote Business Evernote Business

Best ways to Integrate Zoho Books + OneNote

  • Zoho Books OneNote

    Zoho Books + OneNote

    Create Note in Section to OneNote from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    OneNote Create Note in Section
  • Zoho Books OneNote

    Zoho Books + OneNote

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

    Zoho Books + OneNote

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

    Zoho Books + OneNote

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

    Zoho Books + OneNote

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

It's easy to connect Zoho Books + OneNote 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 Note In Section

    Triggers when a new note is created in a notebook/section.

    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 Note

    Create a new note in the "Quick Notes" section of your default notebook.

  • Create Note in Section

    Creates a new note in a specific Notebook/Section

How Zoho Books & OneNote 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 OneNote 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 OneNote.

    (2 minutes)

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

Integration of Zoho Books and OneNote

The purpose of this paper is to analyze integration of Zoho Books and OneNote. A. Zoho Books? Zoho Books is a cloud-based accounting software that can be utilized by individuals, small businesses or large enterprises. It provides accounting, invoicing and cplaboration features (Zoho.com. According to the website, it’s a product of Zoho Corporation. It allows users to maintain their business records in one place together with other functions at the same time. Through OneNote, users will have a clear view of their business activities such as client information, expenses, income, etc. By integrating Zoho Books and OneNote, the users will be able to automate and simplify the record-keeping process. B. OneNote? OneNote is an application that allows users to take notes in digital format. It can be installed in Windows, Mac OS X and iOS devices. OneNote is a great top for businesses. It can be used to organize different kinds of information such as research data, meeting notes, project schedules and important documents. Another advantage of OneNote is that it can be integrated with other Microsoft Office applications such as Word, Excel and PowerPoint. Users can insert images, graphics and different types of documents from OneNote into the other Office applications. In the integration process, OneNote can be utilized to store all the information related to a project such as client contact information, project budgets and financial reports (Microsoft. In addition, users can print or export reports from OneNote as PDF files. A. Integration of Zoho Books and OneNote In order to integrate Zoho Books and OneNote, users need to download Zoho Books extension from the Office Store. After downloading the extension, they can add Zoho Books accounts to the Quick Access Topbar of OneNote 2013. Users will have access to their business information through OneNote. The fplowing images show the procedure of adding OneNote extension to the Quick Access Topbar. Figure 1. Adding Zoho Books Extension to the Quick Access Topbar Figure 2. Adding Accounts to OneNote B. Benefits of Integration of Zoho Books and OneNote Advantages of this integration include. • Easy record keeping process. Zoho Books has integrated its products with several platforms such as Google Drive and Microsoft Office 365. With the integration between Zoho Books and Office 365, users are able to synchronize their data between Zoho Books and OneNote. This integration will allow users to keep their business records in one place. Other than that, it also makes it easier for them to manage their business records in a more organized way. • Two powerful programs work together. The integration of Zoho Books and OneNote will make it easier for users to do tasks such as tracking expenses or invoice creation. They don’t need to switch from one program to another when they want to complete different tasks. • Reduced time consumption for record keeping. As mentioned before, integrating two programs will allow users to reduce time consumption for record keeping process. They won’t need to switch between programs when they want to complete different tasks. • Able to edit records in one program. Users are able to edit their records in one program without switching between programs.

The process to integrate Zoho Books and OneNote 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.