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Zoho Books + Quick Base Integrations

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

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  • Lightning Fast Setup
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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 Quick Base

Quickbase provides a no-code operational agility platform that enables organizations to improve operations through real-time insights and automation across complex processes and disparate systems.

Quick Base Integrations

Best ways to Integrate Zoho Books + Quick Base

  • Zoho Books MailChimp

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Set up this Zoho Books – MailChimp integration and we will help you grow your MailChimp customer list more efficiently than ever before. After setting this integration up, Appy Pie connect will add a new contact in a MailChimp list for every new contact in Zoho Books. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How this Zoho Books - MailChimp integration works
    • A new contact is added in Zoho Books
    • Appy Pie Connect automatically adds them as new subscribers in MailChimp.
    What You Need
    • A Zoho Books account
    • A MailChimp List
  • Zoho Books Slack

    Zoho Books + Slack

    Post direct messages to a Slack channel with new invoices from Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Slack Send Direct Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a direct message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Zoho Books Slack

    Zoho Books + Slack

    Send Slack message for new invoices in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Slack Send Channel Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Zoho Books Google Sheets

    Zoho Books + Google Sheets

    Create Google Sheets rows for new Zoho Books contacts Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Customer data is more likely to be fruitful when it is well-organized. Use this integration and we will keep your Zoho Books customer data in an organized manner. After setting this integration up, whenever a new contact is added to your customer database on Zoho Books, Appy Pie Connect will automatically capture it, adding the details to a new row on Google Sheets.
    How this Zoho Books - Google Sheets integration works
    • A new contact is added in your Zoho Books account
    • Appy Pie Connect automatically adds a new row to Google Sheets
    What is needed for this integration
    • A Zoho Books account
    • A Google account
  • Zoho Books Gmail

    Zoho Books + Gmail

    Create Draft to Gmail from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Gmail Create Draft
  • 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 + Quick Base in easier way

It's easy to connect Zoho Books + Quick Base 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 Record

    Triggers when a new record 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.

  • Create Record

    Creates a new record in a Quick Base table.

  • Delete Record

    Deletes a record in a Quick Base table.

  • Find or Create Record

    Finds an existing record if exist otherwise creates a new record.

  • Update Record

    Updates a record in a Quick Base table.

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

How Zoho Books & Quick Base 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 Quick Base 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 Quick Base.

    (2 minutes)

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

Integration of Zoho Books and Quick Base

  • Zoho Books and Quick Base?
  • Zoho Books is a business management software that helps you track your business expenses and income so that you can stay on top of your finances. It is used by freelancers, small businesses, and enterprises.

    Quick Base is a cloud-based platform that allows you to create customised applications for your business. It has features like custom fields, form builders, data visualization, reports, dashboards, charts, forms, and many more. It also allows you to integrate with other applications or platforms like Salesforce, Google Analytics or Google Slides.

  • integration between Zoho Books and Quick Base?
  • Integrating Zoho Books and Quick Base allows users to use both the products together in one place. Once integrated, they can be used together in creating customised sputions for your business needs.

    Benefits of Integration of Zoho Books and Quick Base

    • Easy Tracking of Expenses

    With Zoho Books, you can easily track your expenses with its many features like expense tracking, creating invoices, sending reminders to clients for payment, etc. Using Quick Base, you can use its variable feature to set up rules when creating new clients or projects. This way, when you create a new client or project, it automatically creates an invoice for the same in Zoho Books. Thus, you don’t have to go through the process of creating an invoice for each new client or project.

    • Easy Tracking of Payments

    With Zoho Books, you can easily track what payments are due from your clients. You can also get alerts when payments are due. With Quick Base, you can create a workflow for tasks that need to be done whenever a payment is made. This means that when a payment is made on the system, it would trigger the workflow which would then send out reminders for overdue payments. This way you don’t have to manually check every transaction on the system to make sure all payments are made since the system will do it for you! And this won’t take up any extra time since the system will do it for you while you work on other things!

    • Easy Tracking of Time Spent on Projects

    With Zoho Books, you can easily track time spent on each project with its many features like time tracking, invoice generation based on time spent on the project, etc. Using Quick Base, you can use its variable feature to set up rules when creating new clients or projects. This way, when you create a new client or project, it automatically creates timesheets for the same in Zoho Books. Thus, you don’t have to go through the process of creating timesheets for each new client or project. The system would simply do it for you! And this won’t take up any extra time since the system will do it for you while you work on other things!

    • Easy Creation of Invoices Based on Manually Entered Data

    With Zoho Books, you can create invoices based on manually entered data such as product name and price. By integrating Quick Base into Zoho Books, you can automate this process and create invoices based on data entered in Quick Base (like product name and price. Even if changes are made to these products in Quick Base later on, the invoices in Zoho Books would reflect these changes automatically. This saves a lot of time since there is no need to manually enter these details in Zoho Books every time such changes are made in Quick Base. The system would do it for you! And this won’t take up any extra time since the system will do it for you while you work on other things!

    • Easy Creation of Invoices Based on Event Triggers

    With Zoho Books, you can create invoices based on event triggers such as number of days since delivery of products/services etc. By integrating Quick Base into Zoho Books, you can automate this process and create invoices based on events triggered from within Quick Base. If a product is added to a sales order in Quick Base, an invoice can be automatically created for this sales order in Zoho Books, without manual intervention from the user. And this won’t take up any extra time since the system will do it for you while you work on other things!

    • Easy Creation of Timesheets Based on Events Triggered from Within Quick Base

    With Zoho Books, you can create timesheets based on events triggered from within Zoho Books itself such as number of days since delivery of services etc. By integrating Quick Base into Zoho Books, you can automate this process and create timesheets based on events triggered from within Quick Base. If a service is added to a sales order in Quick Base, a timesheet can be automatically created for this sales order in Zoho Books, without manual intervention from the user. And this won’t take up any extra time since the system will do it for you while you work on other things!

    • Reducing Workload of Admin Tasks by Automating Them!

    With integration of Zoho Books and Quick Base, admin tasks like creation of invoices using manual data entry or event triggers or creation of timesheets based on event triggers can be automated by integrating them with Quick Base. This reduces the workload of admins who would otherwise have to spend time manually entering data into Zoho Books or creating these tasks manually (if not automated with Quick Base. And this won’t take up any extra time since the system will do it for you while you work on other things!

    The process to integrate Zoho Books and Quick Base 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.