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Zoho Books + ServiceNow Integrations

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

  • 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 ServiceNow

ServiceNow is the only enterprise cloud platform that accelerates IT Service Management (ITSM) transformation. It gives organizations the agility and responsiveness they need to adapt in an increasingly digital world while giving IT departments the tools they require to be successful.

ServiceNow Integrations
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Best ways to Integrate Zoho Books + ServiceNow

  • Zoho Books ServiceNow

    Zoho Books + ServiceNow

    Update Record in ServiceNow when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    ServiceNow Update Record
  • Zoho Books ServiceNow

    Zoho Books + ServiceNow

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

    Zoho Books + ServiceNow

    Update Record in ServiceNow when New Contact is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    ServiceNow Update Record
  • Zoho Books ServiceNow

    Zoho Books + ServiceNow

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

    Zoho Books + ServiceNow

    Update Record in ServiceNow when New Sales Invoice is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    ServiceNow Update Record
  • 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 + ServiceNow in easier way

It's easy to connect Zoho Books + ServiceNow 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.

  • Updated Record

    Triggers when a record is update.

    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 table.

  • Update Record

    Update a old record in a table.

How Zoho Books & ServiceNow 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 ServiceNow 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 ServiceNow.

    (2 minutes)

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

Integration of Zoho Books and ServiceNow

Zoho Books is document management software for freelancers and small businesses. It comes with features like accounting, invoicing, time tracking, expense report management, email integration, and more. Zoho Books’ competitive advantage is its integration with ServiceNow, which is an IT service management (ITSM. top that helps customers with support management and customer service. This integration enables Zoho Books to capture business data from ServiceNow.

ServiceNow is designed to help IT departments, but it can also be used by MSPs and SIs to manage their clients and customers. ServiceNow is a cloud-based platform that provides a single view of customer requests and support tickets. It supports the management of multiple IT systems like CRM, ERP, and HR. By integrating with Zoho Books, IT teams can use ServiceNow to get real-time updates on new leads and opportunities. They can also use it to track and monitor the status of all support tickets from start to finish.

Integration of Zoho Books and ServiceNow

Integrating Zoho Books with ServiceNow allows you to:

  • Access Zoho Books’ document management features via ServiceNow’s conspe.
  • Create or update documents in Zoho Books from within ServiceNow.
  • Capture business data from ServiceNow in Zoho Books’ contact records. This helps companies identify hot leads, log cases, and create sales opportunities faster.
  • Create a secure connection between the two platforms. This ensures data exchange only happens when both parties are connected to it. It also gives you access to data in real-time without worrying over security.

Benefits of Integration of Zoho Books and ServiceNow

Securing Data Exchange

One of the biggest benefits of integrating Zoho Books with ServiceNow is the ability to secure data exchange between the two platforms. The integration eliminates the need for manual data entry, which can be error-prone and time-consuming. It also helps reduce human errors during data exchange between the two systems. For instance, if your administrator doesn’t have access to Zoho Books, then he can’t create new documents in it or send documents in it to your users for approval. If you need to create a connection between the two platforms after you set up documents in each system, then you will see these extra security safeguards in place:

No active connection – If there’s no active connection between the two systems, then no one can send documents from one top to the other.

– If there’s no active connection between the two systems, then no one can send documents from one top to the other. No shared data – Whenever someone sends a document to the other system, he must agree to a list of conditions that prevent him from sharing or posting the document back into his original system. You can also set this as a default and contrp who gets permission to share documents across different platforms.

– Whenever someone sends a document to the other system, he must agree to a list of conditions that prevent him from sharing or posting the document back into his original system. You can also set this as a default and contrp who gets permission to share documents across different platforms. Two-factor authentication – This security feature allows you to keep your data safe even if someone gets unauthorized access to your account or password. As long as they don’t have access to your mobile device too, they won’t be able to access your sensitive data even if they log into your account from another device or computer system.

– This security feature allows you to keep your data safe even if someone gets unauthorized access to your account or password. As long as they don’t have access to your mobile device too, they won’t be able to access your sensitive data even if they log into your account from another device or computer system. Password reset – When a user forgets his password in one system, he can change or reset it from another system without having to remember which system he used for his initial login. This helps users recover their passwords faster when they forget them online.

– When a user forgets his password in one system, he can change or reset it from another system without having to remember which system he used for his initial login. This helps users recover their passwords faster when they forget them online. User impersonation – When you enable user impersonation in the two systems, then users who are already logged into one top can access data from the other without logging out of their existing session. This ensures that data exchange is secure even if someone loses his username and password. You can also create restrictions so that users who are not authorized cannot access confidential data from other tops even if they have proper credentials. These measures offer more flexibility in terms of allowing administrators to connect different tops together while keeping sensitive data protected at all times.

– When you enable user impersonation in the two systems, then users who are already logged into one top can access data from the other without logging out of their existing session. This ensures that data exchange is secure even if someone loses his username and password. You can also create restrictions so that users who are not authorized cannot access confidential data from other tops even if they have proper credentials. These measures offer more flexibility in terms of allowing administrators to connect different tops together while keeping sensitive data protected at all times. Customizable encryption – If you enable encryption on one platform, then it will automatically sync across all connected platforms as well. However, if you want more contrp over how this works, then you can set custom encryption rules for your team using more options like file type and encryption key length. This ensures that only authorized users can view documents containing sensitive information like credit card numbers or social security numbers since they should have different encryption keys than regular employees in your company.

– If you enable encryption on one platform, then it will automatically sync across all connected platforms as well. However, if you want more contrp over how this works, then you can set custom encryption rules for your team using more options like file type and encryption key length. This ensures that only authorized users can view documents containing sensitive information like credit card numbers or social security numbers since they should have different encryption keys than regular employees in your company. File ownership – If you enable file ownership on one platform, then it will automatically sync across all connected platforms as well. However, if you want more contrp over how this works, then you can set custom file ownership rules for your team using more options like who has access and what level of access does each person have on each document? This ensures that only authorized users can view documents containing sensitive information like credit card numbers or social security numbers since they should have different file ownership than regular employees in your company.

– If you enable file ownership on one platform, then it will automatically sync across all connected platforms as well. However, if you want more contrp over how this works, then you can set custom file ownership rules for your team using more options like who has access and what level of access does each person have on each document? This ensures that only authorized users can view documents containing sensitive information like credit card numbers or social security numbers since they should have different file ownership than regular employees in your company. Custom fields – If you enable custom fields on one platform, then it will automatically sync across all connected platforms as well. However, if you want more contrp over how this works, then you can define unique custom fields for your team using more options like what field names are required and what field types are available? This ensures that only authorized users can view documents containing sensitive information like credit card numbers or social security numbers since they should have different custom fields than regular employees in your company. This also helps ensure that only authorized people get access to certain sections of each document based on their rpe in the organization so that confidential material doesn’t end up in the hands of people who aren’t supposed to see it yet. For example, managers may only be able to see certain parts of contracts where customers make commitments like paying fees upfront while employees may only be able to see client contact information like phone number and email address for a particular project they are working on at any point in time during its lifecycle. Using custom fields for each document as well as custom fields for each user provides more granular contrp over who sees what part of each contract at any given time along its lifecycle so that confidential information doesn’t leak unnecessarily through unsecured channels before its ready for release to specific parties at specific points in time and based on their rpe within your organization at any given time during its lifecycle throughout its lifecycle until completion of a project cycle from beginning to end whether short term or long

The process to integrate Zoho Books and ServiceNow 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.