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MeisterTask + Zoho Books Integrations

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

About MeisterTask

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

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
Zoho Books Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best MeisterTask and Zoho Books Integrations

  • MeisterTask MailChimp

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    When this happens...
    MeisterTask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Set up this Zoho Books – MailChimp integration and we will help you grow your MailChimp customer list more efficiently than ever before. After setting this integration up, Appy Pie connect will add a new contact in a MailChimp list for every new contact in Zoho Books. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How this Zoho Books - MailChimp integration works
    • A new contact is added in Zoho Books
    • Appy Pie Connect automatically adds them as new subscribers in MailChimp.
    What You Need
    • A Zoho Books account
    • A MailChimp List
  • MeisterTask Slack

    Zoho Books + Slack

    Post direct messages to a Slack channel with new invoices from Zoho Books Read More...
    When this happens...
    MeisterTask New Sales Invoice
     
    Then do this...
    Slack Send Direct Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a direct message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • MeisterTask Slack

    Zoho Books + Slack

    Send Slack message for new invoices in Zoho Books Read More...
    When this happens...
    MeisterTask New Sales Invoice
     
    Then do this...
    Slack Send Channel Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • MeisterTask Google Sheets

    Zoho Books + Google Sheets

    Create Google Sheets rows for new Zoho Books contacts Read More...
    When this happens...
    MeisterTask New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Customer data is more likely to be fruitful when it is well-organized. Use this integration and we will keep your Zoho Books customer data in an organized manner. After setting this integration up, whenever a new contact is added to your customer database on Zoho Books, Appy Pie Connect will automatically capture it, adding the details to a new row on Google Sheets.
    How this Zoho Books - Google Sheets integration works
    • A new contact is added in your Zoho Books account
    • Appy Pie Connect automatically adds a new row to Google Sheets
    What is needed for this integration
    • A Zoho Books account
    • A Google account
  • MeisterTask Zoho Books

    Google Sheets + Zoho Books

    Make Zoho Books Contacts from new rows on Google Sheets Read More...
    When this happens...
    MeisterTask New Spreadsheet Row
     
    Then do this...
    Zoho Books Create Contact
    Keeping a flawless record of your Zoho Books contacts can help you eliminate the risk of errors while processing the payment. With this integration, you eradicate the risk of mistakes and omissions involved in the manual transfer. After setting this integration up, Appy Pie Connect will create new Zoho Books contact for every new row added to Google Sheets, saving time and efforts by reducing the manual work involved in the process.
    How It Works
    • A new row is added on Google Sheets
    • Appy Pie Connect automatically adds a Zoho Books contact
    What Is Needed For This Integration
    • A Google account with access to Google Sheets
    • A Zoho Books account
  • MeisterTask Zoho Books

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    {{item.message}} Read More...
    When this happens...
    MeisterTask {{item.triggerTitle}}
     
    Then do this...
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Connect MeisterTask + Zoho Books in easier way

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

    Triggers
  • New Attachment

    Triggers when an attachment is created.

  • New Checklist Item

    Triggers when a new checklist item is added to a task.

  • New Comment

    Triggers when a new comment is created on a task.

  • New Label

    Triggers when a label is created.

  • New Person

    Triggers when a new person is added to a project.

  • New Project

    Triggers when a new project is created.

  • New Section

    Triggers when a new section is created.

  • New Task

    Triggers when a Task is created or changed.

  • New Task Label

    Triggers when a Task label 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
  • Create Attachment

    Creates a new attachment.

  • Create Label

    Creates a new label.

  • Create Task

    Creates a new task.

  • Create Task Label

    Creates a new task label.

  • Update Task

    Updates an existing task.

  • 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 MeisterTask & Zoho Books Integrations Work

  1. Step 1: Choose MeisterTask as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate MeisterTask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Books as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho Books with Appy Pie Connect.

    (2 minutes)

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

Integration of MeisterTask and Zoho Books

MeisterTask is a task management software that allows users to organize their tasks and projects. It also allows users to cplaborate with their teammates by sharing their tasks and projects with them. Zoho Books is a free accounting software that helps users to manage their finances and businesses by tracking their incomes and expenditures.

Integration of MeisterTask and Zoho Books

MeisterTask is integrated with Zoho Books to help users manage their finances and businesses more effectively. The integration of the two applications allows users to create a project in MeisterTask and then share it with other MeisterTask users so that they can organize their tasks and projects without cluttering the To-Do List section. This integration can be useful for small companies who do not have an accounting system, or who do not want to hire an accountant to keep track of their finances.

Benefits of Integration of MeisterTask and Zoho Books

The integration of the two applications can help users to manage their finances more effectively. For example, they can use MeisterTask to set up a budget for each month, and then use Zoho Books to track their income and expenditures. This process helps them to asses how much money they can spend each month, which is important for their business. Users can also use MeisterTask to create a list of things that they need to buy, such as office supplies, and then convert this task into a project in Zoho Books so that they can keep track of their expenses more effectively.

The integration of MeisterTask and Zoho Books can be beneficial for small companies who do not want to hire an accountant to keep track of their finances. Our task management software is available at https://www.meistertask.com/ and our accounting software is available at https://www.zoho.com/books/.

The process to integrate MeisterTask 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.