Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
Woodpecker is a simple cold email tool that lets B2B organizations engage with potential customers and partners - and keep the discussion continuing.Woodpecker.co Integrations
Zoho Books + Woodpecker.coStop Follow Ups in Woodpecker co when New Item is created in Zoho Books Read More...
Zoho Books + Woodpecker.coCreate or Update Prospect to Woodpecker co from New Item in Zoho Books Read More...
Zoho Books + Woodpecker.coCreate or Update Prospect in Campaign to Woodpecker co from New Item in Zoho Books Read More...
Zoho Books + Woodpecker.coStop Follow Ups in Woodpecker co when New Contact is created in Zoho Books Read More...
Zoho Books + Woodpecker.coCreate or Update Prospect to Woodpecker co from New Contact in Zoho Books Read More...
It's easy to connect Zoho Books + Woodpecker.co without coding knowledge. Start creating your own business flow.
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.
Triggers when a prospect opens your email.
Triggers when Woodpecker sends an email to prospect from campaign.
Triggers when a prospect clicks on a link in your email.
Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.
Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker
Triggers when you mark a prospect who replied as INTERESTED.
Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker.
Triggers when you mark a prospect who replied as MAYBE LATER.
Triggers when you mark a prospect who replied as NOT INTERESTED.
Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.
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.
Adds a new prospect or Updates existing prospect in the list of Prospects.
Adds a new prospect or updates existing prospect's data in a campaign of choice.
Stop follow-ups planned for this prospect.
Zoho Books is a web-based accounting software which provides functionality to the business customers. It has great features such as invoicing, billing and time tracking. The Zoho Books is integrated with other Zoho products such as Zoho CRM, Zoho Campaigns, Zoho Projects, and Zoho Creator. Combined with other Zoho products, you can easily reach out to your clients and thus Zoho Books is a great top for small businesses and freelancers.
Woodpecker.co is an online invoicing service that helps you send invoices directly from your Dropbox account without hassle. It also allows you to track time spent on projects. It has multiple subscription plans starting from $8/month. What I like about Woodpecker.co is that it creates PDF invoices automatically and is very easy to use. Also you do not need to log in to your email like what you usually have to do on your current invoice management system since everything can be done from within Dropbox.
Integrating these two services together will help me manage my invoices and time tracking more efficiently as well as save some money for my business. I am able to get the fplowing benefits from this integration:
Time Tracking Integration– With this integration, I will be able to track time on projects and get paid for my work via invoice. This means that I can manage my accounting tasks more efficiently and save more time to draw up new designs for my clients. Invoice Integration– This integration allows me to manage my invoices and track time spent on different projects on one app. It saves me a lot of effort by letting me access invoices from one place. With this integration, I can also focus more on client relationship building and providing better service for the clients. Financial report – With this integration I can pull up any report for my business on one dashboard in the Zoho Books dashboard. For example, I could pull up all invoices sent in the last month or all payments received in the last week. It helps me monitor my business performance easily, which I think is a great benefit of having both services integrated together.
I believe that integrating Zoho Books and Woodpecker.co will help me manage my invoicing tasks more efficiently as well as save my time to improve client relationships and provide better services for them.
The process to integrate Zoho Books and Woodpecker.co 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.