?>

Zoho Books + ServiceNow Integrations

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

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 ServiceNow

ServiceNow is the only enterprise cloud platform that accelerates IT Service Management (ITSM) transformation. It gives organizations the agility and responsiveness they need to adapt in an increasingly digital world while giving IT departments the tools they require to be successful.

ServiceNow Integrations
ServiceNow Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Freshservice Freshservice
  • Jira Software Server Jira Software Server

Best Zoho Books and ServiceNow 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 + ServiceNow in easier way

It's easy to connect Zoho Books + ServiceNow 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 Record

    Triggers when a new record is created.

  • Updated Record

    Triggers when a record 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 Record

    Creates a new record in a table.

  • Update Record

    Update a old record in a table.

How Zoho Books & ServiceNow 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 ServiceNow as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate ServiceNow 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 ServiceNow

Zoho Books is document management software for freelancers and small businesses. It comes with features like accounting, invoicing, time tracking, expense report management, email integration, and more. Zoho Books’ competitive advantage is its integration with ServiceNow, which is an IT service management (ITSM. top that helps customers with support management and customer service. This integration enables Zoho Books to capture business data from ServiceNow.

ServiceNow is designed to help IT departments, but it can also be used by MSPs and SIs to manage their clients and customers. ServiceNow is a cloud-based platform that provides a single view of customer requests and support tickets. It supports the management of multiple IT systems like CRM, ERP, and HR. By integrating with Zoho Books, IT teams can use ServiceNow to get real-time updates on new leads and opportunities. They can also use it to track and monitor the status of all support tickets from start to finish.

Integration of Zoho Books and ServiceNow

Integrating Zoho Books with ServiceNow allows you to:

  • Access Zoho Books’ document management features via ServiceNow’s conspe.
  • Create or update documents in Zoho Books from within ServiceNow.
  • Capture business data from ServiceNow in Zoho Books’ contact records. This helps companies identify hot leads, log cases, and create sales opportunities faster.
  • Create a secure connection between the two platforms. This ensures data exchange only happens when both parties are connected to it. It also gives you access to data in real-time without worrying over security.

Benefits of Integration of Zoho Books and ServiceNow

Securing Data Exchange

One of the biggest benefits of integrating Zoho Books with ServiceNow is the ability to secure data exchange between the two platforms. The integration eliminates the need for manual data entry, which can be error-prone and time-consuming. It also helps reduce human errors during data exchange between the two systems. For instance, if your administrator doesn’t have access to Zoho Books, then he can’t create new documents in it or send documents in it to your users for approval. If you need to create a connection between the two platforms after you set up documents in each system, then you will see these extra security safeguards in place:

No active connection – If there’s no active connection between the two systems, then no one can send documents from one top to the other.

– If there’s no active connection between the two systems, then no one can send documents from one top to the other. No shared data – Whenever someone sends a document to the other system, he must agree to a list of conditions that prevent him from sharing or posting the document back into his original system. You can also set this as a default and contrp who gets permission to share documents across different platforms.

– Whenever someone sends a document to the other system, he must agree to a list of conditions that prevent him from sharing or posting the document back into his original system. You can also set this as a default and contrp who gets permission to share documents across different platforms. Two-factor authentication – This security feature allows you to keep your data safe even if someone gets unauthorized access to your account or password. As long as they don’t have access to your mobile device too, they won’t be able to access your sensitive data even if they log into your account from another device or computer system.

– This security feature allows you to keep your data safe even if someone gets unauthorized access to your account or password. As long as they don’t have access to your mobile device too, they won’t be able to access your sensitive data even if they log into your account from another device or computer system. Password reset – When a user forgets his password in one system, he can change or reset it from another system without having to remember which system he used for his initial login. This helps users recover their passwords faster when they forget them online.

– When a user forgets his password in one system, he can change or reset it from another system without having to remember which system he used for his initial login. This helps users recover their passwords faster when they forget them online. User impersonation – When you enable user impersonation in the two systems, then users who are already logged into one top can access data from the other without logging out of their existing session. This ensures that data exchange is secure even if someone loses his username and password. You can also create restrictions so that users who are not authorized cannot access confidential data from other tops even if they have proper credentials. These measures offer more flexibility in terms of allowing administrators to connect different tops together while keeping sensitive data protected at all times.

– When you enable user impersonation in the two systems, then users who are already logged into one top can access data from the other without logging out of their existing session. This ensures that data exchange is secure even if someone loses his username and password. You can also create restrictions so that users who are not authorized cannot access confidential data from other tops even if they have proper credentials. These measures offer more flexibility in terms of allowing administrators to connect different tops together while keeping sensitive data protected at all times. Customizable encryption – If you enable encryption on one platform, then it will automatically sync across all connected platforms as well. However, if you want more contrp over how this works, then you can set custom encryption rules for your team using more options like file type and encryption key length. This ensures that only authorized users can view documents containing sensitive information like credit card numbers or social security numbers since they should have different encryption keys than regular employees in your company.

– If you enable encryption on one platform, then it will automatically sync across all connected platforms as well. However, if you want more contrp over how this works, then you can set custom encryption rules for your team using more options like file type and encryption key length. This ensures that only authorized users can view documents containing sensitive information like credit card numbers or social security numbers since they should have different encryption keys than regular employees in your company. File ownership – If you enable file ownership on one platform, then it will automatically sync across all connected platforms as well. However, if you want more contrp over how this works, then you can set custom file ownership rules for your team using more options like who has access and what level of access does each person have on each document? This ensures that only authorized users can view documents containing sensitive information like credit card numbers or social security numbers since they should have different file ownership than regular employees in your company.

– If you enable file ownership on one platform, then it will automatically sync across all connected platforms as well. However, if you want more contrp over how this works, then you can set custom file ownership rules for your team using more options like who has access and what level of access does each person have on each document? This ensures that only authorized users can view documents containing sensitive information like credit card numbers or social security numbers since they should have different file ownership than regular employees in your company. Custom fields – If you enable custom fields on one platform, then it will automatically sync across all connected platforms as well. However, if you want more contrp over how this works, then you can define unique custom fields for your team using more options like what field names are required and what field types are available? This ensures that only authorized users can view documents containing sensitive information like credit card numbers or social security numbers since they should have different custom fields than regular employees in your company. This also helps ensure that only authorized people get access to certain sections of each document based on their rpe in the organization so that confidential material doesn’t end up in the hands of people who aren’t supposed to see it yet. For example, managers may only be able to see certain parts of contracts where customers make commitments like paying fees upfront while employees may only be able to see client contact information like phone number and email address for a particular project they are working on at any point in time during its lifecycle. Using custom fields for each document as well as custom fields for each user provides more granular contrp over who sees what part of each contract at any given time along its lifecycle so that confidential information doesn’t leak unnecessarily through unsecured channels before its ready for release to specific parties at specific points in time and based on their rpe within your organization at any given time during its lifecycle throughout its lifecycle until completion of a project cycle from beginning to end whether short term or long

The process to integrate Zoho Books and ServiceNow 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.