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Zoho Books + PostgreSQL Integrations

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

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 PostgreSQL

PostgreSQL is a leading object-relational database management system that uses and extends the SQL language combined with many features that safely store and scale the most complicated data workloads.

PostgreSQL Integrations
PostgreSQL Alternatives

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  • MSSQL MSSQL
  • MySQL MySQL

Best Zoho Books and PostgreSQL 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

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

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

It's easy to connect Zoho Books + PostgreSQL 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 Column

    Triggered when you add a new column.

  • New Row

    Triggered when you add a new row.

  • New Row (Custom Query)

    Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

    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 Row

    Adds a new row.

  • Update Row

    Updates an existing row.

How Zoho Books & PostgreSQL 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 PostgreSQL as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate PostgreSQL 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 PostgreSQL

Zoho Books?

Zoho Books is a web-based accounting software that allows users to manage their businesses from anywhere, anytime using the internet. They offer cloud-based accounting, invoicing, inventory, payment processing functions and more.

Zoho Books provides a simple accounting spution for both freelancers and small businesses. It allows them to work from any location and have all the financial information at their fingertips. It has a built-in payrpl system that can be used for a full-time or part-time employee. Zoho Books also offers a way of managing inventory, sales and purchases.

PostgreSQL?

PostgreSQL is an open source relational database management system (RDBMS. available under the GNU General Public License. It was initially developed by Michael Stonebraker at the University of California, Berkeley. The name is derived from its origins as POSTGRES, which evpved into Postgres95 and then PostgreSQL. The PostgreSQL project includes not only the database server software itself but also tops and documentation for clients and developers.

PostgreSQL is a powerful database server with many advanced features including:

Full ACID compliant Transactions (with Atomicity, Consistency, Ispation, Durability.

Full indexing support including GiST and GIN indexing methods.

Dependency tracking between objects.

Multiversion concurrency contrp (MVCC.

Point in time recovery/restore.

Hot Standby Failover Cluster support.

Replication (master-slave or master-master.

Support for multiple operating systems including Windows, Linux and Sparis.

Online backup capability (including streaming backup to local disks.

ACID Compliant Transactions. Making sure that each transaction processes all changes to the database in a reliable and predictable manner as well as ensuring that each transaction is processed only once even when concurrent transactions overlap in execution. Using ACID compliant transactions ensures that the integrity of the data is guaranteed at all times, which eliminates the possibility of inconsistent data being saved.

  • Integration of Zoho Books and PostgreSQL using the Zoho API:
  • The integration of Zoho Books and Postgresql can be achieved using REST API. In order to use the REST API provided by Zoho, it is necessary to first register for an account on Zoho.com by signing up for an account on Zoho website. There are three accounts categories namely free accounts, paid accounts and enterprise accounts which are based on pricing model. As per the pricing model, a user can sign up for free accounts and later upgrade to either paid or enterprise accounts depending on their requirements. Even though it is possible to integrate Zoho Books with Postgresql using a free account, this article will only discuss the process of integration using a paid account since most of the features are accessible in the paid version only. This article will also focus on integrating Zoho Books with PostgreSQL using Zoho APIs since other methods like accessing the database directly through SQL queries are not recommended since they result in reduced performance. User authentication is needed to access the database via APIs as well as to perform any actions on data stored in the database such as adding data, deleting data etc. Zoho users can log into their respective accounts by providing the username and password that they entered during signup and then they can navigate to My Account>Profile Settings>API Access tab to enable API access for their account. Once API access has been enabled, a unique API key can be generated which will be used to authenticate requests made towards the server running Zoho Books database. The API key generated can be used as an identity token while interacting with APIs provided by Zoho Books. To generate an API key for your account, you need to click on Download API Key button present under Profile Settings section on the My Account page as shown below in Figure 1:

    Once you have downloaded your API key, you need to use it in every request made towards Zoho Books server in order to identify yourself as an authenticated user so that any request made could be validated by the server by verifying if the identity token present in it matches with one present in its database or not. Once you have secured your API key and obtained access to Zoho Books server using it, you need to create an instance of DbAdapter object using it which will be further used to access all resources exposed by Zoho Books through its official REST API like creating new books, accessing book information etc.. The creation of DbAdapter object can be done using DbAdapterFactory class available under com.zoho.db package which provides static methods for creating various types of DbAdapter objects that can be used for accessing different types of resources exposed by Zoho Books. You will have to pass your AppKey , AppSecret , ServerName , DatabaseName , DatabaseServer , DatabasePort , DatabaseUser , and DatabasePassword values from your profile settings page mentioned previously as parameters while creating a DbAdapter object using DbAdapterFactory class methods as shown below in Listing 1. Listing 1 – Creating a DbAdapter object public class MyDbAdapter { private static final String APP_KEY = "<Your app key>" ; private static final String APP_SECRET = "<Your app secret>" ; private static final String SERVER_NAME = "<Your server name>" ; private static final String DATABASE_NAME = "<Your database name>" ; private static final String DATABASE_HOST = "<Your database host>" ; private static final String DATABASE_PORT = "<Your database port>" ; private static final String DATABASE_USER = "<Your database user>" ; private static final String DATABASE_PASSWORD = "<Your database password>" ; private static final String DB_ADAPTER_CLASS = "com.zoho.db.DbAdapter" ; private DbAdapter dbAdapter ; public void addBook ( Book book . { try { //Create instances of DbAdapter object based on provided values DbDbAdapter adapter = null ; //create instance of adapter based on provided values //DB_ADAPTER_CLASS value passed as argument adapter = DbAdapterFactory . getInstance ( DB_ADAPTER_CLASS , APP_KEY , APP_SECRET , SERVER_NAME , DATABASE_NAME , DATABASE_HOST , DATABASE_PORT , DATABASE_USER , DATABASE_PASSWORD ); //returns connection info if succeeded if (( adapter != null . && ( adapter . getConnectionInfo (. getDatabaseServer (. equals ( "localhost" ). { //set values for new books creation Book newBook = new Book (); newBook . setId ( 1 ); /ew books id newBook . setTitle ( "My First Book" ); //title of new book newBook . setAuthor ( "John Doe" ); //author of new book newBook . setPublisher ( "ABC Publisher" ); //publisher of new book newBook . setPrice ( 100 ); //price of new book newBook . setCreatedOn ( "2013-06-12T10:05:22+05:30" ); //created date newBook . setUpdatedOn ( "2013-06-12T10:05:22+05:30" ); //updated date //create request object and set required information Request request = new Request (); request . setTarget ( "BOOKS" ); request . setActionType ( "CREATE" ); request . setParameter ( "title" , newBook . getTitle ()); request . setParameter ( "author" , newBook . getAuthor ()); request . setParameter ( "publisher" , newBook . getPublisher ()); request . setParameter ( "price" , newBook . getPrice ()); request . setParameter ( "createdOn" , newBook . getCreatedOn ()); request . setParameter ( "updatedOn" , newBook . getUpdatedOn ()); request . setParameter ( "id" , 1 ); // required parameter for creating books request . setParameter ( "name" , newBook . getTitle ()); //optional parameter for creating books //create request object and pass created parameter values accordingly RequestBuilder builder = request . build (); System . out . println ( builder ); BuilderRequest requestBuilder = builder . build (); dbAdapter . createResultSet ( RequestBuilderImpl . createRequestBuilderForResultSetReturnType ( requestBuilder )); } else { System .

    The process to integrate Zoho Books and PostgreSQL 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.