Integrate Zoho Connect with Zoho Books

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

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About Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

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.

Want to explore Zoho Connect + Zoho Books quick connects for faster integration? Here’s our list of the best Zoho Connect + Zoho Books quick connects.

Explore quick connects

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Connect Zoho Connect + Zoho Books in easier way

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

  • Triggers
  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

  • 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.

  • Actions
  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

  • 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.

  • Create/Update Contact

    Create and Updates an existing contact.

  • Delete Invoice

    Delete an existing Invoice.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How Zoho Connect & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of Zoho Connect and Zoho Books

Zoho Books is one of the many products offered by Zoho. It is a web-based accounting and business management software. It helps businesses to manage their finances and transactions. With Zoho Books, users can get real-time reports, manage their inventory, and even keep track of their employees.

Zoho Connect is a web-based application that lets users connect to different applications in order to share data and synchronize contacts, calendars, tasks, and files. Zoho Connect supports the integration of different applications into one platform. Users can use Zoho Connect to connect to other applications like MS Office, Salesforce, SugarCRM, Gmail, and more. This helps users to organize their information and data from multiple sources together in one location.

Integration of Zoho Connect and Zoho Books is easy to set up. They both use OAuth protocp for authentication which takes only a few steps to complete. Once the integration has been set up, users can enjoy the benefits of using these two applications together.

Zoho Books can automatically upload transactions made using Zoho Connect to a user’s bank account. This allows users to have a better overview of their finances and transactions. Users can also download reports in PDF format from Zoho Books which contain all the transaction information.

Zoho Connect helps users synchronize their contact lists between Zoho Connect and Zoho Books. Users can also transfer contacts from Gmail or Outlook to Zoho Connect. This allows them to have a single database for contacts rather than using multiple databases for multiple applications.

Employees can create tasks in Zoho Connect and assign them to other employees or clients of the company using Zoho Books. Users can also add comments or attach documents to tasks. Tasks created in Zoho Connect can be assigned to different users of Zoho Books. Employees can then view the tasks assigned to them on their work calendar. The task information will appear as tasks in the Zoho Calendar app while the task creator will receive a notification about the task via email.

Zoho Connect and Zoho Books are great apps for business owners who want to manage their finances and operations easily. Integration of these two applications is easy to set up and will benefit the users by making it easier for them to read reports, manage their inventory and even help them with reporting on project expenses and time sheets.

The process to integrate Zoho Connect 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm