Integrating ClickMeeting with Zoho Books by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between ClickMeeting and Zoho Books
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ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation
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.
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It's easy to connect ClickMeeting + Zoho Books without coding knowledge. Start creating your own business flow.
- Triggers
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New RegistrantTriggers when a new attendee registers to your event.
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New Upcoming Event
Triggers when you create a new event.
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New Upcoming Event with Registration
Triggers when you create a new event with registration.
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New ContactTriggers 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.
- Actions
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Add New Registrant
A new attendee will be registered to your event.
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Create New Event
A new event will be created.
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Create Bill
Creates a new bill.
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Create Customer
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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Create/Update Contact
Create and Updates an existing contact.
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Delete Invoice
Delete an existing Invoice.
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Mark Invoice as Confirm
Mark Invoice as confirm
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Mark Invoice as Paid
Mark Invoice as Paid
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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 ClickMeeting & Zoho Books Integrations Work
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Step 1: Choose ClickMeeting as a trigger app and authenticate it on Appy Pie Automate.
(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 ClickMeeting to Zoho Books.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.