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Zoho Books + Zoho Connect Integrations

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

  • 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 Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

Zoho Connect Integrations

Best ways to Integrate Zoho Books + Zoho Connect

  • Zoho Books Zoho Connect

    Zoho Books + Zoho Connect

    Create Private Event to Zoho Connect from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Zoho Connect Create Private Event
  • Zoho Books Zoho Connect

    Zoho Books + Zoho Connect

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

    Zoho Books + Zoho Connect

    Invite User to Network in Zoho Connect when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Zoho Connect Invite User to Network
  • Zoho Books Zoho Connect

    Zoho Books + Zoho Connect

    Create Private Task to Zoho Connect from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Zoho Connect Create Private Task
  • Zoho Books Zoho Connect

    Zoho Books + Zoho Connect

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

It's easy to connect Zoho Books + Zoho Connect 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 Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

    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.

  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

How Zoho Books & Zoho Connect 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 Connect 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 Connect.

    (2 minutes)

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

Integration of Zoho Books and Zoho Connect

Zoho Books

Zoho Books is an accounting software that lets you manage your business finances and make reports with ease. It has 4 editions. Standard, Professional, Premium, and Enterprise. Publishing data to the cloud is one of the key features of Zoho Books. You can publish data on Google Docs or OneDrive, use the Zoho Reports app, or send data from Zoho Books to Zoho Docs.

Integration of Zoho Books and Zoho Connect

Integration of Zoho Books and Zoho Connect is a useful feature for businesses. It lets you connect multiple accounts in Zoho Books to a single account in Zoho Connect. You can connect bank accounts, credit card accounts, merchant accounts, etc. This feature helps businesses in getting accurate real-time data about sales, expenses, payments, and profits. Plus, you can use this feature to track your cash flow easily. Using this feature, you can also create a dashboard to view all your data at one place. It also lets you access all your sales data from your mobile device while you’re on the go.

Benefits of Integration of Zoho Books and Zoho Connect

The fplowing are benefits of integration of Zoho Books and Zoho Connect:

Integration of Zoho Books and Zoho Connect is free for all users who have a standard edition of Zoho Books. The Professional edition offers integration with QuickBooks Online, NetSuite, and Xero. The Premium edition offers integration with Salesforce, SugarCRM, SAP Cloud for Financials, and Microsoft Dynamics CRM. The Enterprise edition allows you to connect all your accounts via XML or SOAP.

Integration of Zoho Books with Zoho Connect saves you money on technpogy costs by using the same system to maintain your financial records and manage your business. It offers ease of use with an easy-to-use interface. It offers security through the application contrp feature that lets you filter apps that are accessible to other users in your organization. It offers flexibility by letting you add as many accounts as you like without paying any additional fees.

In conclusion, integration of Zoho Books and Zoho Connect is a useful feature for businesses. It offers ease of use with an easy-to-use interface. It offers security through the application contrp feature that lets you filter apps that are accessible to other users in your organization. It offers flexibility by letting you add as many accounts as you like without paying any additional fees.

The process to integrate Zoho Books and Zoho Connect 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.