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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
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 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 Integrations

Best ways to Integrate Zoho Books + SharePoint

  • Zoho Books Zoho Books

    SharePoint + Zoho Books

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

    SharePoint + Zoho Books

    Create Sales Invoice to Zoho Books from New List in SharePoint Read More...
    Close
    When this happens...
    Zoho Books New List
     
    Then do this...
    Zoho Books Create Sales Invoice
  • Zoho Books Zoho Books

    SharePoint + Zoho Books

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

    SharePoint + Zoho Books

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

    SharePoint + Zoho Books

    Create Contact to Zoho Books from New Item Line in SharePoint Read More...
    Close
    When this happens...
    Zoho Books New Item Line
     
    Then do this...
    Zoho Books Create Contact
  • 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 + SharePoint in easier way

It's easy to connect Zoho Books + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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.

How Zoho Books & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

  6. 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.