Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
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.PDF4me Integrations
Zoho Books + PDF4meConvertToPdf in PDF4me when New Item is created in Zoho Books Read More...
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Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
OCR used for recognizing text in scanned documents.
Convert Pdf to excel file
Convert PDF file to Ms Word document.
Convert any office documents, images to PDF.
Extract lets you extract pages from a Pdf document.
Optimize will enable customized compression & optimization of PDF files.
Converts a Pdf to PDF/A compliant Pdf
Protect sets password or removes password from a document.
Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.
Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.
SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.
Creates textual or image stamps on PDF documents
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 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 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:
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:
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.