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.
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
Pendo + SendGridSend SendGrid Emails to New Pendo Visitors (from Report) Read More...
Zoho Books + MailChimpAdd New Zoho Books Contacts to a List on MailChimp Read More...
Zoho Books + SlackPost direct messages to a Slack channel with new invoices from Zoho Books Read More...
It's easy to connect SendGrid + Zoho Books without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers on a new sales invoice in Zoho Books.
Sends an Email.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
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.
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 “to” 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.
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.