Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
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
Zoho Books + ZoomCreate Meeting Registration Custom Question to Zoom from New Item in Zoho Books Read More...
It's easy to connect Zoho Books + Zoom without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Triggers when a new Meeting or Webinar is created.
Triggers when a new Recording is completed for a Meeting or Webinar.
Triggers when a new registrant is added to a Webinar.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
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.
Add a new meeting registrant.
Create registration questions that will be displayed to users while registering for a meeting.
Creates a new webinar registrant.
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 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 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.
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.