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Zoho Books + PDF4me Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Books and PDF4me

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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 PDF4me

PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.

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Best ways to Integrate Zoho Books + PDF4me

  • Zoho Books PDF4me

    Zoho Books + PDF4me

    Rotate in PDF4me when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    PDF4me Rotate
  • Zoho Books PDF4me

    Zoho Books + PDF4me

    ConvertToPdf in PDF4me when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    PDF4me ConvertToPdf
  • Zoho Books PDF4me

    Zoho Books + PDF4me

    Protect in PDF4me when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    PDF4me Protect
  • Zoho Books PDF4me

    Zoho Books + PDF4me

    Stamp in PDF4me when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    PDF4me Stamp
  • Zoho Books PDF4me

    Zoho Books + PDF4me

    PdfA in PDF4me when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    PDF4me PdfA
  • 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 + PDF4me in easier way

It's easy to connect Zoho Books + PDF4me 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.

    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.

  • ConvertOcrPdf

    OCR used for recognizing text in scanned documents.

  • ConvertPdfToExcel

    Convert Pdf to excel file

  • ConvertPdfToWord

    Convert PDF file to Ms Word document.

  • ConvertToPdf

    Convert any office documents, images to PDF.

  • Extract

    Extract lets you extract pages from a Pdf document.

  • Optimize

    Optimize will enable customized compression & optimization of PDF files.

  • PdfA

    Converts a Pdf to PDF/A compliant Pdf

  • Protect

    Protect sets password or removes password from a document.

  • Rotate

    Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.

  • Split

    Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.

  • SplitByBarcode

    SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.

  • Stamp

    Creates textual or image stamps on PDF documents

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho Books & PDF4me 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 PDF4me 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 PDF4me.

    (2 minutes)

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

Integration of Zoho Books and PDF4me

Zoho Books?

Zoho Books is a cloud-based accounting software that can be used to manage small business finances as well as larger corporations. It allows you to manage your books and invoices. The software can also be used to pay bills online by making payments through bank accounts or credit cards without the need to use checks, stamps, or envelopes. You can create reports using this program as well as create tax reports. Zoho Books is compatible with Microsoft Windows and Mac OS X operating systems. It allows you to create financial records in multiple currencies since it supports 150+ world currencies. Zoho Books allows you to have more than one chart of accounts per company. This is useful especially if you have multiple companies. It also supports manual entry of transactions which means that you can enter data manually rather than importing it from your bank account. Zoho Books is very versatile and can be used for various purposes such as personal finance, home business management, and small business management.

  • PDF4me?
  • PDF4me is an online service that allows users to convert PDF files into Word documents. It is very easy to use. Depending on your needs, you may either convert all the pages of the PDF file to one document or convert only selected pages of the PDF file to a Word document. The process does not take long either since it only takes a few minutes for conversion. By using this service, you will be converting your PDF files into editable Word documents where you can then edit them as needed before saving them as PDF again. You can also save the Word document to your computer via email attachment or download it from the PDF4me website. This service is free for up to 5 conversions per month and it does not require any software installation or registration. You can just visit the website, upload your PDF file, select the pages you want to convert, and then click on the “Convert” button. Within a few minutes, your converted Word document will be ready for download.

  • Integration of Zoho Books and PDF4me
  • Integration of Zoho Books and PDF4me is made possible through the use of Zoho Connect. Zoho Connect offers a variety of functionality that enables integration between Zoho applications and other external applications. It allows for the import of data from outside sources into Zoho applications such as Excel, Quicken, QuickBooks, Salesforce, and more. As mentioned above, Zoho Connect offers integration features that allow users to export data from Zoho applications into other applications like Google Spreadsheets and Microsoft® Office.

    The integration between Zoho Books and PDF4me is achieved by exporting information from Zoho Books into Excel and then importing it into PDF4me. In order to do this, you will have to create a new connection in Zoho Connect and then create a new task in PDF4me where you will import the information from Excel into PDF4me. In order to create a new connection in Zoho Connect, fplow these steps:

    • Go to Zoho Connect at www.zohoconnect.com/MyAccount/ConnectNewConnection
    • Select “Excel” under “Data Export” category on the left side of the page
    • Choose “Export Data from Excel” under “Export Type” section
    • Click on “Next”
    • Select “Excel File” under “Source” section on the right side of the page
    • Click on “Browse” next to “File Name” section and browse for your .xlsx file (make sure that you select your Zoho Books spreadsheet)
    • Click on “Save” on the top right corner of the page
    • Click on “Next” on the bottom right corner of the page
    • Check off all the cpumns that you would like to include as part of your data export and click on “Next” again
    • Finally, provide a name for your task and a description and then click on “Finish” to complete the creation process for this task within PDF4me

    You can now import your spreadsheet from Excel into PDF4me using this task that has been created in Step 10 above. Before doing this, make sure that you have created a new connection in PDF4me where you will import the data from Excel into PDF4me. To do this, fplow these steps:

    • Go to http://www.pdf4me.com/CreateAccount/CreateAccountDefaultPage/1
    • Click on “Yes, Sign Me Up!” button next to “Would you like to create an account now?” question
    • Click on “Yes” button next to “Would you like to continue?” question and sign in with your email address and password if prompted (if not prompted, go ahead and type in your email address and password instead. You will then be taken to your login screen where you should click on “Create New Connection” link on the left hand side of the page (if not prompted again, click on Dashboard from your main menu and then click on “Create New Connection” link there)
    • On the next screen, click on “Import Excel Spreadsheet” option under “Import Method” section at the bottom of the page (you will be taken back to your dashboard afterwards)
    • Click on your newly created connection (the one we created in Step 10 above), which should appear under “My Connections” section on the left side of your dashboard screen (if not prompted again, go ahead and click on “Import Excel Spreadsheet” link under “Data Import” section on the left side of your dashboard screen)
    • Next, click on “Import Now” link below which should appear at the top right corner of the screen (you will be taken to a new screen where you will be able to choose your Excel spreadsheet containing information about your transactions)
    • Once you have found your Excel spreadsheet containing information about your transactions within your browser window, click on “Choose File” button (you will be taken back to your dashboard where your newly imported spreadsheet should appear under “My Files” section on the left side of your dashboard screen. (if not prompted again, go ahead and click on Dashboard from your main menu and then click on “My Files” link there)

    Once this is done, you will be able to view all of your transactions within PDF4me after clicking on its icon located in My Files section. If you would like to export only specific pages from Zoho Books into PDF4me, fplow these steps:

    The process to integrate Zoho Books and PDFMonkey 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.