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Zoho Inventory + OneNote Integrations

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

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

Zoho Inventory is a cloud-based inventory management solution designed for small to midsize businesses. With our simple yet powerful features, you can keep track of your online inventory from multiple warehouse locations.

About OneNote

OneNote is your digital notebook for capturing, organizing and sharing all of your notes and information. It helps you gather everything into one central location, and works across all your devices.

OneNote Integrations
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Best ways to Integrate Zoho Inventory + OneNote

  • Zoho Inventory OneNote

    Zoho Inventory + OneNote

    Create Note in Section to OneNote from New Contact in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Contact
     
    Then do this...
    OneNote Create Note in Section
  • Zoho Inventory OneNote

    Zoho Inventory + OneNote

    Create Note to OneNote from New Contact in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Contact
     
    Then do this...
    OneNote Create Note
  • Zoho Inventory OneNote

    Zoho Inventory + OneNote

    Create Note in Section to OneNote from New Item in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Item
     
    Then do this...
    OneNote Create Note in Section
  • Zoho Inventory OneNote

    Zoho Inventory + OneNote

    Create Note to OneNote from New Item in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Item
     
    Then do this...
    OneNote Create Note
  • Zoho Inventory OneNote

    Zoho Inventory + OneNote

    Create Note in Section from OneNote from Update Item to Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory Update Item
     
    Then do this...
    OneNote Create Note in Section
  • Zoho Inventory {{item.actionAppName}}

    Zoho Inventory + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Item

    Triggers when a new item is created.

  • Update Item

    Triggers when an item is updated.

  • New Note In Section

    Triggers when a new note is created in a notebook/section.

    Actions
  • Create Contact

    Creates a new contact or update an existing contact.

  • Create Item

    Creates a new item.

  • Create Sales Order

    Creates a new sale order.

  • Create Shipment Order

    Creates a new shipment order.

  • Mark Order as Delivered

    Marks an existing order as delivered

  • Update Contact

    Update a contact.

  • Update Item

    Updates an item.

  • Create Note

    Create a new note in the "Quick Notes" section of your default notebook.

  • Create Note in Section

    Creates a new note in a specific Notebook/Section

How Zoho Inventory & OneNote Integrations Work

  1. Step 1: Choose Zoho Inventory 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 OneNote 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 Inventory to OneNote.

    (2 minutes)

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

Integration of Zoho Inventory and OneNote

  • Zoho Inventory is an online inventory management system developed by Zoho Corporation. It comes with a free 30-day trial license during which time users can use the software to create order, manage inventory and generate reports. Users can also view inventory reports in different formats such as charts, lists, pie charts and bar charts.
  • OneNote is a free note-taking app that allows users to capture information in a notepad and organize it with tags and notebooks. Users can access their notes anytime and anywhere. They can also share their notes with other people who have OneNote installed on their mobile or computer.
  • Integration of Zoho Inventory and OneNote

    OneNote’s high level of integration with other Microsoft products makes it easy for users to connect the app to other applications with just one click. OneNote users can integrate their notes with Zoho Inventory and export inventory data from Zoho to OneNote. To automate the process of importing inventory data from Zoho into OneNote, users should create a spreadsheet in OneNote.

    Users should then click ‘Connected Services’ on the ‘Insert tab’ in OneNote and select ‘From database’ under ‘Get External Data’ in the drop-down menu. They should then enter the fplowing details:

    Source Name. Zoho Inventory

    Connection. Database source

    Server Name. zoho.com/inventory/databases/defaultdevdb

    Database Name. defaultdevdb

    Username. [email protected] (username without @zoho.com)

    Password. password (without the brackets)

    Once the connection has been established, users should click ‘Next Step’. They should then select the fields they want to be included in the output for sales orders, inventory items, purchase orders and purchase requisitions and then click ‘Next Step’ again. Users can then choose whether they want all cpumns or a subset of the cpumns to be exported to OneNote. They can also choose whether they want the field names to be included in the output. Once all the required fields have been selected, users should click ‘Finish’ to link their Zoho database with OneNote.

    After the connection has been established, users can select ‘Data’ in the Insert tab and choose ‘From Database’ under ‘Get External Data’ in the drop-down menu. They can then select the database they want to import data from and click ‘Finish’. Users will see a new sheet in OneNote containing the data that has been imported from Zoho Inventory.

    Benefits of Integration of Zoho Inventory and OneNote

    The process to integrate Zoho Inventory and OneNote 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.