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Zoho Cliq + Zoho Books Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Cliq

Zoho Cliq is a real time messaging software built to provide enhanced productivity and team collaboration.

About Zoho Books

Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.

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

  • Zoho Cliq Zoho Books

    Zoho Cliq + Zoho Books

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

    Zoho Cliq + Zoho Books

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

    Zoho Cliq + Zoho Books

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

    Zoho Cliq + Zoho Books

    Update Contact in Zoho Books when New Chat is created in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Zoho Books Update Contact
  • Zoho Cliq Zoho Books

    Zoho Cliq + Zoho Books

    Create Contact to Zoho Books from New Channel in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Channel
     
    Then do this...
    Zoho Books Create Contact
  • Zoho Cliq {{item.actionAppName}}

    Zoho Cliq + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho Cliq + Zoho Books in easier way

It's easy to connect Zoho Cliq + Zoho Books without coding knowledge. Start creating your own business flow.

    Triggers
  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

    Actions
  • Broadcast a Bot Message

    Send a message to all subscribers of the bot.

  • Send Channel Message

    Send message to a channel in which you have joined.

  • Send Direct Message

    Send a direct message to a contact or an user in your Organization.

  • 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.

How Zoho Cliq & Zoho Books Integrations Work

  1. Step 1: Choose Zoho Cliq 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 Books 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 Cliq to Zoho Books.

    (2 minutes)

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

Integration of Zoho Cliq and Zoho Books

Introduction. Zoho Cliq is a mobile app that enables you to capture your ideas and thoughts on the go. It’s an easy, fast and convenient way to create, edit and share notes, tasks, pictures and other documents from your mobile device. All your notes are synced across all devices through the Zoho Cloud. You can also share your notes with anyone else through email, SMS, or social media.

Zoho Books is a cloud-based accounting top for small businesses. Track sales and expenses of your business in real time, view reports and invoices online, print checks, and pay bills online — all for free.

Integration of Zoho Cliq and Zoho Books. You can integrate Zoho Cliq with your Zoho account to create a note related to a contact in your address book or to a sale in Zoho Books. This integration allows you to create and save notes as well as take pictures and send them directly from Zoho Cliq to Zoho Books. With this integration, you don’t have to switch between apps to log key business events such as sales or other contacts. Creating a note with Zoho Cliq will automatically associate it with the contact or the sales invoice in Zoho Books.

Benefits of Integration of Zoho Cliq and Zoho Books. The Zoho Cliq-Zoho Books integration is beneficial to both users of Zoho Cliq and Zoho Books. It makes it easier to track important business information and ensures that no important information gets lost in the process.

Conclusion. In conclusion, the integration of Zoho Cliq and Zoho Books makes it easier to track and manage key business information.

The process to integrate Zoho Cliq and Zoho Books 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.