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Zoho Books + Microsoft To-Do Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Microsoft To-Do

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.

About Microsoft To-Do

Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.

Microsoft To-Do Integrations
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Best Zoho Books and Microsoft To-Do Integrations

  • Zoho Books MailChimp

    Zoho Books + MailChimp

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

    Zoho Books + Slack

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

    Zoho Books + Slack

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

    Zoho Books + Google Sheets

    Create Google Sheets rows for new Zoho Books contacts Read More...
    When this happens...
    Zoho Books 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
  • Zoho Books Zoho Books

    Google Sheets + Zoho Books

    Make Zoho Books Contacts from new rows on Google Sheets Read More...
    When this happens...
    Zoho Books 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
  • Zoho Books Zoho Books

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

It's easy to connect Zoho Books + Microsoft To-Do 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.

  • New List

    Triggers when a new list is created.

  • New Task

    Triggers when a new task is created.

  • Updated Task

    Triggers when any task is update.

    Actions
  • 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.

  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

How Zoho Books & Microsoft To-Do Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho Books with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft To-Do as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft To-Do with Appy Pie Connect.

    (2 minutes)

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

Integration of Zoho Books and Microsoft To-Do

Zoho Books?

Zoho Books is a business management software. It is a highly flexible cloud-based accounting software that works on every computer and mobile device. Zoho Books offers the users with many features which are similar to Microsoft Excel, such as easy creation of reports and charts, editing of multiple sheets at a time, cplaboration option, security etc.

Zoho Books can be used to manage accounting of small business as well as enterprises. It can be used to manage transactions, create invoices and provide the users with the ability to customise their accounts. It also has an extensive set of features for bookkeeping such as posting payments, tracking expenses, creating estimates, statements etc. It enables the user to track the cash flow and manage it properly. The users can also download the data from their bank account into Zoho Books. This helps them to manage their accounting process easily.

A user can also integrate Zoho Books with other services such as Google Drive, Dropbox, Box and others. It also allows the users to import data from MS Excel, QuickBooks etc. It has many add-ons available for subscription. Some of them are purchase order management top, invoice automation top, expense report top etc.

Briefly, Zoho Books is an accounting software which helps the small businesses and enterprises to manage their accounts efficiently.

Microsoft To-Do?

Microsoft To-Do is a task management top which works on all devices including desktops, mobiles and tablets. It allows the users to organise their tasks in the most efficient way. The users can also sync their lists on various devices using the Microsoft account through their accounts on the web or the mobile app.

It has an email integration feature which allows the users to add emails to their task list from Outlook online or Outlook apps. The users can also add tasks automatically from their inbox by simply responding to an email using Outlook or Outlook apps. It uses Microsoft Graph to connect the users with their tasks using email. Users can also convert emails into tasks directly using this integration. It provides the users with reminders and notifications to help them manage their tasks more efficiently. The users can also sync their tasks between all devices using Microsoft OneDrive. It helps them to manage their tasks without any difficulty even when they are out of office. The users can also share their lists with those whom they want to share it with. They can also integrate their Outlook calendar with To-Do and create a list from the calendar in To-Do.

It has a wide range of features for managing tasks such as creating lists, categorising tasks, delegating tasks etc. It also has a feature called Focus mode where the users can focus on one task at a time for a specified amount of time and then switch to another task after that time period is over. This feature is unique in To-Do and is not available in other task management tops such as Wunderlist or Todoist etc. The users will be notified when they have completed their focused task or whenever they have to switch to another task. The free version of To-Do has only three lists but the premium version comes with unlimited lists and many more features for better management of tasks.

Integration of Zoho Books and Microsoft To-Do

Integrating Zoho Books with Microsoft To-Do will surely benefit both the companies since both of them are well-known in their respective filed and have been providing high quality products/services for a long period of time. So if Zoho Books provides integration with To-Do, it will help its customers save time while doing work. The users can schedule list items in To-Do from Zoho Books based on the time spent on a particular project in Zoho Books. This feature will help them manage their time effectively and save time by doing work quickly. For example, if a user creates an invoice in Zoho Books in 15 minutes, they can schedule this task in To-Do after 30 minutes so that they can finish other tasks in this time span as well. The user will not have to create another list in To-Do for this purpose as it will be done automatically by Zoho Books based on previous usage pattern of a user. The user will be informed about these tasks through notifications or email based on his/her preference. In this way, it will help him/her to manage his/her work efficiently as well as save time by completing their tasks faster than usual! This feature will also help Zoho Books by knowing how much time people spend on each project and help them to plan their resources accordingly in future. For example, if they see that people spend some time on creating invoices in Zoho Books, then they can allocate more resources for creating invoices in future! Though Microsoft To-Do is still under development and not available globally yet, this feature is expected to be available soon!

Benefits of Integration of Zoho Books and Microsoft To-Do

Benefits for Zoho Books. According to some reports, Microsoft To-Do has around 3 million active users globally whereas Zoho Books has around 90 million active users globally (as per its website. This integration will help both the companies to increase its customer base! This integration will also help Zoho Books by cplecting information about people’s working habits so that they can plan their resources accordingly in future! In this way, integrating Zoho Books with Microsoft To-Do will benefit both the companies! Integration will also increase customer satisfaction level as well!

Benefits for Microsoft To-Do. This integration will allow millions of people use Microsoft To-Do which was restricted till now! Since Zoho Books is already a successful company and has millions of users worldwide so by integrating these two companies together will increase Microsoft To-Do’s popularity too! This integration will make it easier for Microsoft To-Do to compete with other task management services such as Wunderlist etc. This integration will make Zoho Book’s customers use Microsoft To-do so that the integration makes it easier for them to manage their work! And this will ultimately benefit Microsoft too!

The process to integrate Zoho Books and Microsoft To-Do 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.