Zoho Books + Zoho Projects Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Zoho Projects
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
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 Projects
Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.
Zoho Projects IntegrationsBest ways to Integrate Zoho Books + Zoho Projects
-
When this happens...
New Contact
Then do this...
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 + Slack
Post direct messages to a Slack channel with new invoices from Zoho Books Read More...When this happens...
New Sales Invoice
Then do this...
Send Direct Message
Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.How this Zoho Books - Slack integration works- A new Invoice is created in your Zoho Books
- Appy Pie Connect automatically sends a direct message on Slack
What is needed for this integration- A Zoho Books account
- A Slack account
-
When this happens...
New Sales Invoice
Then do this...
Send Channel Message
Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.How this Zoho Books - Slack integration works
- A new Invoice is created in your Zoho Books
- Appy Pie Connect automatically sends a message on Slack
What is needed for this integration- A Zoho Books account
- A Slack account
-
When this happens...
New Contact
Then do this...
Create Spreadsheet Row
Customer data is more likely to be fruitful when it is well-organized. Use this integration and we will keep your Zoho Books customer data in an organized manner. After setting this integration up, whenever a new contact is added to your customer database on Zoho Books, Appy Pie Connect will automatically capture it, adding the details to a new row on Google Sheets.How this Zoho Books - Google Sheets integration works- A new contact is added in your Zoho Books account
- Appy Pie Connect automatically adds a new row to Google Sheets
What is needed for this integration- A Zoho Books account
- A Google account
-
When this happens...
New Item
Then do this...
Create Draft
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + Zoho Projects without coding knowledge. Start creating your own business flow.
-
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 BugTriggers when a new bug/issue is created.
-
New File
Triggers when a new file is added.
-
New Log Time
Triggers when a new log-time is created.
-
New Milestone
Triggers when a new milestone is created.
-
New Project
Trigger when a new project is created.
-
New Task
Triggers when a task is created or completed.
-
New Task List
Triggers when a new tasklist is created.
-
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 Log Time
Creates a new log time.
-
Create Bug
Creates a new Bug.
-
Create Milestone
Creates a new Milestone.
-
Create Project
Creates a new Project.
-
Create Task
Creates a new Task.
-
Create Task List
Creates a new Task List.
-
Update Project
Updates existing project.
How Zoho Books & Zoho Projects Integrations Work
-
Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Zoho Projects as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Zoho Books to Zoho Projects.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
