Zoom + Zoho Books Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoom and Zoho Books
- No code
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- Lightning Fast Setup
10 Million man hours saved
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.
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.
Zoho Books IntegrationsLooking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives
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FreshBooks
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Freshsales
Best ways to Integrate Zoom + Zoho Books
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When this happens...
New Recording
Then do this...
Create Contact
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When this happens...
New Recording
Then do this...
Create Sales Invoice
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When this happens...
New Recording
Then do this...
Create Item
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Zoom + Zoho Books
Update Contact in Zoho Books when New Recording is created in Zoom Read More...When this happens...
New Recording
Then do this...
Update Contact
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When this happens...
New Registrant
Then do this...
Create Contact
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoom + Zoho Books without coding knowledge. Start creating your own business flow.
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New Meeting
Triggers when a new Meeting or Webinar is created.
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New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
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New Registrant
Triggers when a new registrant is added to a Webinar.
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New Contact
Triggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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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.
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Create Meeting Registrant
Add a new meeting registrant.
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Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
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Create Registrant
Creates a new webinar registrant.
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Create Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
How Zoom & Zoho Books Integrations Work
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Step 1: Choose Zoom as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Books as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoom to Zoho Books.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoom and Zoho Books
Zoom
Zoom is a cloud based video conferencing platform. It allows users to host and participate in video meetings with other users of the software through their computers or mobile devices.
Zoho Books
Zoho Books is a cloud-based accounting software that helps small businesses manage their accounts and finances, including such tasks as creating invoices, tracking expenses and payments, sending reminders to customers for unpaid invoices etc. It does not require any previous accounting knowledge from the users.
Integration of Zoom and Zoho Books
As an integral part of Zoho’s software, Zoom can be seamlessly integrated with it, allowing users to hpd video meetings through the platform in conjunction with the current accountancy tasks they are working on. This is a convenient way for accountants to keep in touch with the team at remote locations, such as clients’ office.
Moreover, this integration makes it possible for accountants to use Zoom’s proprietary broadcasting feature, which allows them to record meetings, post recordings online and share them with partners and cpleagues in case they miss meetings. This feature has proven itself to be extremely valuable in terms of saving time and improving productivity.
Benefits of Integration of Zoom and Zoho Books
In addition to the convenience of communication and business management, the integration makes it possible for accountants to perform accountancy tasks while communicating with cpleagues remotely. Thus, they don’t have to switch between different applications while doing that. Such flexibility greatly improves their workflow and saves them considerable amounts of time.
The process to integrate Zoom 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.
