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Microsoft Teams + Zoho Books Integrations

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

About Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

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.

  • FreshBooks FreshBooks
  • Freshsales Freshsales

Best Microsoft Teams and Zoho Books Integrations

  • Microsoft Teams Slack

    Microsoft Teams + Slack

    Add a Channel in Slack Whenever a New Channel is Created in Microsoft Teams Read More...
    When this happens...
    Microsoft Teams New Channel
     
    Then do this...
    Slack Create Channel
    Make your team collaboration more efficient by integrating your Microsoft Teams with Slack. Once you set this integration up, whenever a new channel is created in Microsoft Teams, Appy Pie Connect will automatically create a corresponding channel in Slack. This integration will help you keep all your team members on the same page and prevent any miscommunication or lack of collaboration.
    How this Microsoft Teams - Slack Integration Works
    • A new channel is created on Microsoft Teams
    • Appy Pie Connect automatically creates a corresponding channel on Slack
    What You Need
    • A Slack account
    • A Microsoft Teams account
  • Microsoft Teams Slack

    Microsoft Teams + Slack

    Set Slack Channel Topic When New Team Is Created On Microsoft Teams Read More...
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Slack Set Channel Topic
    If you’re spending way too much time looking for information that you need to share with your team members in your Microsoft Teams, this integration is for you. You don’t need to learn programming, just integrate Slack with your Google Sheets and thereafter whenever a new team is created on Microsoft Teams, Appy Pie Connect will automatically update the indicated Slack channel's topic with the details you need to share with your team.
    How This Integration Works
    • A new team is created in Microsoft Teams
    • Appy Pie Connect automatically sets a new topic for a Slack Channel
    What is Needed for This Integration
    • A Slack account
    • A Microsoft Teams Account
  • Microsoft Teams Slack

    Microsoft Teams + Slack

    Send a Message in Slack Channel Whenever a New Message is Posted in a Microsoft Teams Channel Read More...
    When this happens...
    Microsoft Teams New Message Posted to Channel
     
    Then do this...
    Slack Send Channel Message
    Set up this Microsoft Teams – Slack integration and we will automate the interaction between them. After setting this integration up, whenever a message is posted in Microsoft Teams Channel, Appy Pie Connect will send a notification message in your chosen channel on Slack. So, keep both of your teams informed at all times by integrating your Microsoft Teams with Slack now.
    How This Integration Works
    • A new message is posted in a Microsoft Channel
    • Appy Pie Connect automatically shares that message on your Slack Channel
    What Is Needed for This Integration
    • A Microsoft Teams Account
    • A Slack Account
  • Microsoft Teams Freshsales

    Microsoft Teams + Freshsales

    Create leads in Freshsales from new messages in a Microsoft Teams channel Read More...
    When this happens...
    Microsoft Teams New Message Posted to Channel
     
    Then do this...
    Freshsales Create Lead
    Set up this Freshsales - Microsoft Teams integration and we will automate the interaction between the two. After setting this integration up, whenever a message is posted in a channel on Microsoft Teams, Appy Pie Connect will create a new lead in Freshsales. Our automation platform lets you integrate Freshsales with Microsoft Teams without writing a single line of code.
    How This Freshsales – Microsoft Teams integration Works
    • A new message is posted in a channel on Microsoft Teams
    • Appy Pie Connect automatically creates a new lead in Freshsales
    What You Need
    • A Freshsales account
    • A Microsoft Teams account
  • Microsoft Teams Slack

    Microsoft Teams + Slack

    Send a Message in Slack Private Channel Whenever a New Message is Posted in a Microsoft Teams Channel Read More...
    When this happens...
    Microsoft Teams New Message Posted to Channel
     
    Then do this...
    Slack Send Private Channel Message
    Set up this Microsoft Teams – Slack integration and we will automate the interaction between them. After setting this integration up, whenever a message is posted in Microsoft Teams Channel, Appy Pie Connect will send a notification message in your chosen private channel on Slack. So, keep both of your teams informed at all times by integrating your Microsoft Teams with Slack now.
    How This Integration Works
    • A new message is posted in a Microsoft Channel
    • Appy Pie Connect automatically shares that message on your Slack Private Channel
    What Is Needed for This Integration
    • A Microsoft Teams Account
    • A Slack Account
  • Microsoft Teams Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

  • 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
  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

  • 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 Microsoft Teams & Zoho Books Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Teams 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 Microsoft Teams and Zoho Books

Microsoft Teams is a web-based communication top designed for businesses. Zoho Books is an accounting and invoicing software that is also web based.Zoho Books was created in the year 2000. It has had many updates since its creation. The most recent update was on April 11, 2016. Microsoft Teams was released in November 2016. It has had three updates since its release.Microsoft Teams is getting more attention in the business world than Zoho Books. There are many reasons why. One of those reasons is the integration of Microsoft Teams and Zoho Books. A lot of people have been asking about the integration of Microsoft Teams and Zoho Books. I have done some research on how Microsoft Teams and Zoho Books can be integrated. After doing my research, I have come up with five ways to integrate Microsoft Teams and Zoho Books:Microsoft Teams can be integrated with Zoho Books by using the fplowing:

  • Using Microsoft Flow
  • Using Microsoft PowerApps
  • Using Microsoft Flow and Microsoft PowerApps together
  • Using Zapier
  • Using Microsoft Flow, Microsoft PowerApps, and Zapier together
  • Using IFTTT
  • Using Slack
  • Using ServiceNow
  • Using Trello
  • Using WebEx
  • Using Dialpad
  • Using Xero
  • Using Google Apps
  • Using Google Calendar
  • Using AnyDesk
  • Using Smartsheet
  • Using Jira Cloud
  • Using Skype for Business
  • Using Sway
  • Using Outlook 365
  • Using Project Online Desktop Client
  • Using TeamViewer
  • Using Zoiper
  • Using Camtasia Studio 9 or 10
  • Using Office 365 Planner
  • Using Trello, Slack, and IFTTT together
  • Microsoft Flow allows you to connect multiple accounts on multiple platforms. This means you can connect your Zoho account to your Microsoft account. You can connect your Zoho account to your Outlook account as well because Outlook is part of the Microsoft family. You can make sure that when a new contact is added to your Zoho contacts, a new contact will be added to your Outlook contacts at the same time. You can do this by using the "Update Contact" action in Microsoft Flow. You can use this action along with the Zoho connector for Outlook. A flowchart of this process would look something like this (Figure 1.

    Flowcharts created by Amanda Terrell (May 2017. from her own knowledge and experience with Microsoft Flow. She used a free template from Creately.com to create the flowcharts. The primary source was https://flow.microsoft.com/en-us/connectors . Other sources include http://techgenix.com/2016/04/12/zoho-books-integration-office-365/ , https://www.zoho.eu/blog/connect-zoho-books-outlook-with-microsoft-flow , and https://support.office.com/en-us/article/Connect-Outlook-with-other-accounts-using-Mail-Connector-0fea792f-5d25-4ab3-b7d9-5ba3ee83e1a2 .

    The process to integrate Microsoft Teams 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.