?>

SendGrid + Zoho Books Integrations

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

About SendGrid

SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.

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 SendGrid and Zoho Books Integrations

  • SendGrid SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors Read More...
    When this happens...
    SendGrid New Visitor
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • SendGrid SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors (from Report) Read More...
    When this happens...
    SendGrid New Visitor From Report
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • SendGrid MailChimp

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    When this happens...
    SendGrid 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
  • SendGrid Slack

    Zoho Books + Slack

    Post direct messages to a Slack channel with new invoices from Zoho Books Read More...
    When this happens...
    SendGrid 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
  • SendGrid Slack

    Zoho Books + Slack

    Send Slack message for new invoices in Zoho Books Read More...
    When this happens...
    SendGrid 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
  • SendGrid Slack

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

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

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

    Triggers
  • 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
  • Send Email

    Sends an Email.

  • 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 SendGrid & Zoho Books Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate SendGrid 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 SendGrid and Zoho Books

SendGrid offers a complete platform for developers that is also easy to use. The SendGrid platform includes features such as email delivery, open source libraries, email templates, and the ability to push data directly to your analytics software. The SendGrid platform has a rich API that provides tops and resources for developers to build their own apps on top of the SendGrid platform. The SendGrid API simplifies email and enables developers to create applications that send emails and track engagement.

Zoho Books is a spution for small business accounting. This cloud application allows users to track expenses, sales, invoices, and more. Zoho Books can be used to manage projects and workflows from a single dashboard. Zoho Books also integrates with other Zoho products that include Google Apps, Zoho CRM, Zoho Campaigns, Zoho Creator, and more.

Integration of SendGrid and Zoho Books

Zoho Books can integrate with SendGrid by allowing users to automatically send emails from an invoice or receipt record. When a user edits an invoice or receipt in Zoho Books, they have the option to add an email template that is pre-configured with the company name and address. To obtain the email address for SendGrid, the user simply enters the email address they want to receive the emails on in the β€œto” field of the template. If they do not know what email account they would like to use, they can enter it when they actually send the email through SendGrid later on. The user can also specify whether they want a copy sent to themselves so that they can keep track of who has received the invoice or receipt.

Benefits of Integration of SendGrid and Zoho Books

There are many benefits associated with integrating SendGrid with Zoho Books. Since both platforms offer web applications, customers have access to their information anywhere. With this integration, users have the ability to store their customer information in one place while still sending out emails through different platforms. This helps customers stay organized and save time because it eliminates the need to create multiple accounts for every service that they use. Also, because of the integration between these two apps, users may find that they spend less time going back and forth between different sites by sending an invoice or receipt record in one place and having it sent through another. Users also benefit from being able to access all of their information from one place eliminating the need to switch back and forth between platforms.

The integration of SendGrid and Zoho Books helps users save time by eliminating the need for multiple accounts and keeping all their data together in one place. Also, this integration helps customers be more organized by having everything within reach from one place.

The process to integrate SendGrid 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.