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Integrate Zoho Books with Zoho Cliq

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

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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 Zoho Cliq

Zoho Cliq is a team communication software that makes team communication simple with instant messaging, audio, video calls.

Zoho Cliq Integrations

Best ways to Integrate Zoho Books + Zoho Cliq

  • Zoho Books Integration Zoho Cliq Integration

    Zoho Books + Zoho Cliq

    Broadcast a Bot Message in Zoho Cliq when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Zoho Cliq Integration Broadcast a Bot Message
  • Zoho Books Integration Zoho Cliq Integration

    Zoho Books + Zoho Cliq

    Send Channel Message in Zoho Cliq when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Zoho Cliq Integration Send Channel Message
  • Zoho Books Integration Zoho Cliq Integration

    Zoho Books + Zoho Cliq

    Send Direct Message in Zoho Cliq when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Zoho Cliq Integration Send Direct Message
  • Zoho Books Integration Zoho Cliq Integration

    Zoho Books + Zoho Cliq

    Broadcast a Bot Message in Zoho Cliq when New Contact is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Contact
     
    Then do this...
    Zoho Cliq Integration Broadcast a Bot Message
  • Zoho Books Integration Zoho Cliq Integration

    Zoho Books + Zoho Cliq

    Send Channel Message in Zoho Cliq when New Contact is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Contact
     
    Then do this...
    Zoho Cliq Integration Send Channel Message
  • Zoho Books Integration {{item.actionAppName}} Integration

    Zoho Books + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Zoho Books + Zoho Cliq in easier way

It's easy to connect Zoho Books + Zoho Cliq 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 Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat 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.

  • Broadcast a Bot Message

    Send a message to all subscribers of the bot.

  • Send Channel Message

    Send message to a channel in which you have joined.

  • Send Direct Message

    Send a direct message to a contact or an user in your Organization.

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

How Zoho Books & Zoho Cliq 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 Zoho Cliq 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 Zoho Cliq.

    (2 minutes)

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

Integration of Zoho Books and Zoho Cliq

Zoho Books?

Zoho Books is a cloud accounting application that enables accounting professionals to manage their business finances more easily. The software gives users the flexibility of making accounting decisions at their convenience. Zoho Books comes as a package with Zoho Cliq, as well as other integrated applications, such as Zoho Invoice and Zoho Projects.

  • Zoho Cliq?
  • Zoho Cliq is an advanced invoicing and project management application that integrates with Zoho Books. It enables users to create professional invoices with just a few clicks. It also allows users to manage their projects, track time and expenses, and cplaborate with clients. With Zoho Cliq, you can develop project proposals, keep track of time spent on different tasks, send all the details to your clients, and keep all your documents safe in one place.

  • Integration of Zoho Books and Zoho Cliq
  • Zoho Books and Zoho Accounts come together to make a complete system for managing your business finances effectively. Zoho Books is a cloud accounting software which helps users manage their business finances in an organized manner. This accounting software has various modules which cater to specific aspects of business finance management. Zoho Cliq is an advanced invoicing and project management software which makes it easy for users to create professional invoices and track the progress of their projects. It also allows them to cplaborate with clients and share documents online.

    The integration of Zoho Books and Zoho Cliq enables users to seamlessly manage their businesses. The accounting software and invoicing software have a common user interface which makes it easy for users to switch between the various modules. The integration allows users to properly categorize their transactions, giving them greater visibility into their business performance. They can also use the integrated invoice feature in Zoho Cliq to send professional invoices to their clients seamlessly.

  • Benefits of Integration of Zoho Books and Zoho Cliq
  • With the integration of Zoho Books and Zoho Cliq, users can enjoy many benefits. For example, they can use the integrated invoice feature in Zoho Cliq to send professional invoices to their clients. This feature makes it easy for them to quote, accept or decline payments for the work they provide. They can also keep track of their time spent on different projects using the integrated time tracking feature in Zoho Cliq. This feature records the time spent on each task on the project and generates timesheets automatically. Users can then export these timesheets into Excel sheets or PDF files. They can also generate project proposals from within Zoho Cliq using the integrated proposal feature.

    The process to integrate Zoho Books and Netlify 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.