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Zoho Books + Zoho People Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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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 People

Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.

Zoho People Integrations
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Best ways to Integrate Zoho Books + Zoho People

  • Zoho Books Zoho Books

    Zoho People + Zoho Books

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

    Zoho People + Zoho Books

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

    Zoho People + Zoho Books

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

    Zoho People + Zoho Books

    Update Contact in Zoho Books when New Record is created in Zoho People Read More...
    Close
    When this happens...
    Zoho Books New Record
     
    Then do this...
    Zoho Books Update Contact
  • Zoho Books MailChimp

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Set up this Zoho Books – MailChimp integration and we will help you grow your MailChimp customer list more efficiently than ever before. After setting this integration up, Appy Pie connect will add a new contact in a MailChimp list for every new contact in Zoho Books. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How this Zoho Books - MailChimp integration works
    • A new contact is added in Zoho Books
    • Appy Pie Connect automatically adds them as new subscribers in MailChimp.
    What You Need
    • A Zoho Books account
    • A MailChimp List
  • 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 People in easier way

It's easy to connect Zoho Books + Zoho People 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 Record

    Triggers every time a record is added in a specific form.

    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.

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

How Zoho Books & Zoho People 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 People 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 People.

    (2 minutes)

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

Integration of Zoho Books and Zoho People

  • Introduction:
  • The purpose of Zoho Books is to offer accounting services for small businesses and organizations. The organization offers several products for this purpose, including Zoho Books, Zoho CRM, Zoho Projects and Zoho Invoice. Zoho Books is an Internet-based program that allows users to manage their accounting in a user-friendly manner. It also offers simple ways to set up billing and invoicing systems, as well as to create reports and run payrpls.

    Zoho People is an online business management system that offers online tops for developing, maintaining and managing teams and projects. In addition, it provides tops for project cplaboration and networking. This product was launched in 2005 by the American company Zoho Corporation.

    :

    Zoho Books gives users access to different features such as accounts receivable, purchase orders, accounts payable, inventory, fixed assets, payrpls and bank reconciliation. The application uses the standard double-entry accounting method. It also allows users to generate multiple financial reports.

    Zoho People helps users manage employee information, personnel details such as pay rates, vacation schedules, training records, performance histories, etc. The software also tracks work hours and calculates taxes and other costs that are deducted from wages. Moreover, it enables users to create an employee directory and schedule employees for tasks using the calendar feature. Zoho People allows users to share information with team members via email or instant message. It also features a number of tops that enable users to keep track of progress on projects and check the status of upcoming deadlines. This software offers a wide variety of additional features, including file sharing capabilities, chat forums, file backup utilities, employee badge templates and customizable reports.

    :

    The integration between Zoho Books and Zoho People has many benefits for users who want to use the features of both programs together in order to accomplish their business goals effectively. The integration makes it possible for users to import data from Zoho People into Zoho Books so they can maintain their accounting records without having to enter them manually. Another benefit is that the integration enables Zoho Books users to export their financial data into Zoho People. This means they can use the data in professional evaluations and performance reviews of employees. Furthermore, the integration allows users to export data from Zoho People into Microsoft Excel for more detailed analysis of the information. These are some of the advantages of integrating the two programs.

    The process to integrate Zoho Books and Zoho People 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.