Zoho Books + SharePoint Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and SharePoint
- No code
- No Credit Card
- Lightning Fast Setup
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Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
About SharePoint
Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.
SharePoint IntegrationsBest ways to Integrate Zoho Books + SharePoint
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When this happens...
New List
Then do this...
Create Contact
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SharePoint + Zoho Books
Create Sales Invoice to Zoho Books from New List in SharePoint Read More...When this happens...
New List
Then do this...
Create Sales Invoice
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When this happens...
New List
Then do this...
Create Item
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SharePoint + Zoho Books
Update Contact in Zoho Books when New List is created in SharePoint Read More...When this happens...
New List
Then do this...
Update Contact
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SharePoint + Zoho Books
Create Contact to Zoho Books from New Item Line in SharePoint Read More...When this happens...
New Item Line
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + SharePoint without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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New Item Line
Triggers whenever new item created in the list.
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New List
Triggers whenever new list created.
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Create Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
How Zoho Books & SharePoint Integrations Work
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Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick SharePoint as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Books to SharePoint.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Books and SharePoint
Zoho Books is a software for accounting and bookkeeping sputions. It was launched in 2007 by Zoho Corporation.
The software has a number of features such as:
Automatic double-entry accounting,
The ability to produce financial reports,
Products and services can be ordered, invoiced and paid online,
Taxes and reports can be generated automatically,
Integration with other Zoho products.
Integration of Zoho Books and SharePoint
Integrating Zoho Books and SharePoint is possible thanks to the add-on (the Zoho Books integration add-on. which combines the functionality of these two products. The add-on allows SharePoint users to have access to all the features of Zoho books through their browser. In most cases, users don’t need to install anything on their computers. They just need to connect to their SharePoint site with the browser.
Benefits of Integration of Zoho Books and SharePoint
The main benefits that companies get from integrating Zoho Books and SharePoint are:
Invoices can be generated automatically when the customer orders items. This means that salespeople don’t need to worry about invoicing or chasing after payments. In addition, this feature saves time because the invoice is sent on its way as soon as the order is made. Invoices can be generated automatically when the customer orders items. This means that salespeople don’t need to worry about invoicing or chasing after payments. In addition, this feature saves time because the invoice is sent on its way as soon as the order is made.
Sales and inventory data can be accessed from SharePoint lists. Using lists makes it easier for you to sort and filter information quickly. You can also export this data directly into Excel spreadsheets or Word documents. Sales and inventory data can be accessed from SharePoint lists. Using lists makes it easier for you to sort and filter information quickly. You can also export this data directly into Excel spreadsheets or Word documents.
There is a dashboard where you can see all your important data at a glance. This dashboard shows sales performance, your trading position, and current stock levels of your products. There is a dashboard where you can see all your important data at a glance. This dashboard shows sales performance, your trading position, and current stock levels of your products.
Zoho Books integrates with SharePoint through the Zoho Books integration add-on.
The process to integrate Zoho Books and SharePoint 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.
