Zoho Books + OpsGenie Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and OpsGenie
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
About OpsGenie
OpsGenie is a modern incident management platform for businesses working round-the-clock. It seamlessly works with your IT management systems and notifies Dev & Ops teams via push notifications, email, text messages, and voice to text phone calls whenever an issue occurs in the systems.
OpsGenie IntegrationsBest ways to Integrate Zoho Books + OpsGenie
-
When this happens...
New Item
Then do this...
Create Alert
-
When this happens...
New Contact
Then do this...
Create Alert
-
Zoho Books + OpsGenie
Create Alert to OpsGenie from New Sales Invoice in Zoho Books Read More...When this happens...
New Sales Invoice
Then do this...
Create Alert
-
When this happens...
New Estimate
Then do this...
Create Alert
-
When this happens...
New Alert
Then do this...
Create Contact
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + OpsGenie without coding knowledge. Start creating your own business flow.
-
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 Alert
Triggers when a new alert is created.
-
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 Alert
Creates an alert.
How Zoho Books & OpsGenie Integrations Work
-
Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick OpsGenie as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Zoho Books to OpsGenie.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Books and OpsGenie
Zoho Books is a cloud-based bookkeeping software that helps manage all your financials for small businesses. The software provides free, basic accounting tops designed for anyone with little or no accounting background. Their product was launched in 2003 and has since grown into one of the largest applications provided by Zoho. Zoho Books has an impressive feature set including invoicing, job costing, expenses, time tracking, purchase orders, and more. It also integrates with many other business software sputions such as Xero, Quickbooks, Google Apps, Freshbooks, Slack, and Zapier.
OpsGenie is a powerful alerting platform that provides notification management and cplaboration capabilities for DevOps teams. OpsGenie supports a wide range of integration partners used in conjunction with OpsGenie to extend its capabilities. Integration with Zoho Books allows OpsGenie to receive notifications from Zoho Books when errors occur or when important events happen so that it can notify team members. With the integration enabled, users can create notifications for Zoho Books using pre-defined notification templates in OpsGenie. When a user creates a notification for a Zoho Book object, the alert will be delivered to the recipients in OpsGenie in real-time.
Integration of Zoho Books and OpsGenie
Zoho Books supports the ability to send out notifications when specific events happen in Zoho Books. These events include when a customer cancels a purchase order or when a payment is received from a customer. These events are referred to as events in Zoho Books. In order to integrate Zoho Books with OpsGenie, Zoho Books needs to be integrated with the fplowing systems. Zoho SalesIQ, Slack, and Zapier. For each integration, specific steps must be taken to complete the integration process.
Zoho SalesIQ. Connecting Zoho SalesIQ with Zoho Books allows Zoho Books to obtain customer information and sales data from Zoho SalesIQ. This integration can be done through the developer panel in Zoho SalesIQ and requires the ability to write code in Python.
Slack. Integrating Zoho Books with Slack allows all of the event information from Zoho Books to be sent to a Slack channel. This integration can be done using Zapier and requires users to create a Zapier account and get an API key from Slack. Once users have both pieces of information, they will need to go into the “Zapier” section of their Zoho Books account and add their API key and Slack ID into the fields on the page. After this step is done, users will need to configure the event that will trigger the Slack notification and choose which Slack channel they would like to create notifications for.
Zapier. Integrating Zoho Books with Zapier allows users to create notifications for any event in Zoho Books using pre-defined notification templates in OpsGenie. This integration can be done using the “Zapier” section of your Zoho Books account and requires you to enter your API key in the fields on the page. Once this step is completed, users can choose which event in Zoho Books they would like to send notifications for and select the notification template in OpsGenie they want to use for these notifications.
Benefits of Integration of Zoho Books and OpsGenie
Integration between Zoho Books and OpsGenie allows users to create notifications for any event in Zoho Books using pre-defined notification templates in OpsGenie. If an employee is working closely with customers in Zoho Books, they can receive notifications via email or SMS if there are any issues or problems with their customers or purchases. If someone is working on tracking expenses or managing time in Zoho Books, they can receive notifications when they are supposed to submit timesheets or when they are required to update their time tracking status after an expense is incurred. This system makes it easy for employees in your organization to receive important information without having to track down someone when something goes wrong or they are needed for help. Because all of these integrations are automated, employees will not have to spend time sorting through hundreds of emails each day to find out what they are looking for when they are trying to take care of issues quickly. Instead, they will receive important information exactly where they need it so that they can work more efficiently and do their jobs better than ever before.
The process to integrate Zoho Books and OpsGenie 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.
