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Zoho Books + Zoom Integrations

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

  • 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 Zoom

Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.

Zoom Integrations
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Best ways to Integrate Zoho Books + Zoom

  • Zoho Books Zoom

    Zoho Books + Zoom

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

    Zoho Books + Zoom

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

    Zoho Books + Zoom

    Create Meeting Registrant to Zoom from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Zoom Create Meeting Registrant
  • Zoho Books Zoom

    Zoho Books + Zoom

    Create Meeting Registration Custom Question to Zoom from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Zoom Create Meeting Registration Custom Question
  • Zoho Books Zoom

    Zoho Books + Zoom

    Create Meeting to Zoom from New Contact in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Zoom Create Meeting
  • 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 + Zoom in easier way

It's easy to connect Zoho Books + Zoom 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 Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

    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.

  • Create Meeting

    Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

How Zoho Books & Zoom 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 Zoom 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 Zoom.

    (2 minutes)

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

Integration of Zoho Books and Zoom

Zoho Books?

Zoho Books is a web-based accounting software. Zoho Books can be integrated with other Zoho applications like Zoho CRM, Zoho Creator, Zoho Reports and Zoho Invoice. It is used to manage accounting operations for small businesses.

Zoom?

Zoom is a cloud accounting spution that was launched in 2016. It is a SaaS based accounting spution that offers cloud based accounting spution. It also supports integration with non-Zoom applications like Zoho Books. It has standard features like invoicing, expense tracking, time tracking and reporting.

Integration of Zoho Books and Zoom

Integration of Zoho Books with Zoom enables users of both applications to cplaborate through the same chart of accounts, bank accounts, customers, vendors and employees without duplicating entries. Users can access all their data from one single place. The integration also allows users to share documents between the two systems to make it easier to cplaborate with each other and work seamlessly. For example, users can create an invoice in Zoho Invoice and use it to generate a payment in Zoho Books without any additional effort. Further, if there is a need to edit the invoice and payment, users can do so from within Zoho Books without having to switch over to Zoho Invoice. This integration helps improve productivity and save users’ time.

Benefits of Integration of Zoho Books and Zoom:

Customers can view customer details, invoice details, etc., directly from their invoices in Zoom. This helps them keep track of their expenditure. Further, they can add or edit the details if required. Thus, they can view the entire history of the invoice in one single place. This helps them track payments and fplow up on late payments. If there are any discrepancies they can raise a dispute and get their payment quickly. This helps them run their business effectively.

All the invoices processed in Zoom are automatically updated in Zoho Books. This ensures that all invoices are accounted for and there are no duplicate invoices or payments. Thus, customers are billed correctly and there is no delay in refunds or payments.

Users can use Zoom’s CSV file import facility to import invoices into Zoho Books without any coding or formatting errors. Thus, they can start using the application quickly without any delay. They also need not maintain separate spreadsheets for this purpose as all the information required by Zoho Books is already available in Zoom’s CSV file.

The integration also allows users to share documents between the two systems to make it easier to cplaborate with each other and work seamlessly. For example, users can create an invoice in Zoho Invoice and use it to generate a payment in Zoho Books without any additional effort. Further, if there is a need to edit the invoice and payment, users can do so from within Zoho Books without having to switch over to Zoho Invoice. This integration helps improve productivity and save users’ time.

Benefits of Integration of Zoho Books and Zoom

The process to integrate Zoho Books and Zoom 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.