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Zoho Books + Tableau Integrations

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

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 Tableau

Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.

Tableau Integrations

Best Zoho Books and Tableau 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 + Tableau in easier way

It's easy to connect Zoho Books + Tableau 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 Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

    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.

  • Update Data Source

    Updates an existing data source in tableau.

How Zoho Books & Tableau 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 Tableau as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Tableau 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 Tableau

In the business world today, companies are constantly looking for ways to maximize their business potential. A call-to-action is always needed to get more customers and to increase sales of products and services. The need to drive sales through analytics and optimization has become a necessity. Marketing managers need data in order to determine where they can allocate resources to bring in more revenue. Zoho Books and Tableau integration helps with improving decision-making and tracking performance. Using this kind of integration, companies can adjust according to whatever changes that will occur.

Zoho Books is an online accounting platform that helps small businesses manage and track their financial information. This software is integrated with other software like Zoho Invoice, which is a cloud-based invoicing spution that allows companies to create professional looking invoices within minutes.

Tableau is a visualization top that transforms raw data into insights. It allows users to analyze large datasets and discover new patterns and trends. It also allows users to create interactive dashboards in order to share insights with others.

Integration of Zoho Books and Tableau

Tableau’s integration with Zoho Books enables users to connect data from Zoho Books accounts and perform analysis on it. Once the accounts have been connected, users can use Tableau to build custom views, charts, and graphs, and then download their data sets or publish them directly to their dashboards (Zoho Docs. Users can then share these dashboards with other people in the organization or with clients.

Benefits of Integration of Zoho Books and Tableau

Using an integration between Zoho Books and Tableau has many benefits. First of all, it can streamline processes by integrating data from Zoho Books as well as real-time data from other sources. Some of the benefits include:

Allows users to view their data in different formats

Users can look at their reports in various ways using Tableau. They can compare their data with other competitors’ data, they can apply different filters on the data set as well as manipulate the data based on certain criteria. This way, users can get a greater understanding of their company’s performance over time based on different metrics.

It allows users to obtain valuable insights based on their data

Through Tableau, users can predict future performance based on current performance. For example, if a company’s revenue is decreasing every month, Tableau would allow you to predict whether or not it would continue decreasing based on past performance. This would help the company make decisions regarding what course of action should be taken in the upcoming months.

It allows users to make better decisions based on the data that they are analyzing

When a company is able to understand their numbers better, they are able to use that information for better decision-making. For example, if a company knows that their revenue has decreased every month over the past six months, they would know that they need to address the issue immediately in order to avoid further losses in sales. In this case, Tableau would give them the opportunity to analyze their numbers in order to find out why their revenue dropped over time. This way, they can understand where they made mistakes and how they can fix it in the future.

It allows users to improve performance

With an integration between Zoho Books and Tableau, a company can gain insight into how they are performing compared to other competitors in their industry. This allows them to identify where they are excelling and where they need improvements in order to stay competitive in the market. With this kind of information, companies are able to develop strategies that will help them grow and increase sales over time.

It allows organizations to save time and money by avoiding hiring additional employees or spending time on training them before they could start working for them

By using an integration between Zoho Books and Tableau, employees do not need to spend time learning how to use complex software like Tableau because all the necessary information is already available in Zoho Books. They only need to know how to access it by connecting their accounts. Once connected, they can easily run reports and access any information that would normally take them hours or days just by entering a few pieces of information into a search bar or dashboard. This saves time for employees as well as the company because no additional employees are needed for running reports and data analysis. Additional employees also mean additional costs for the company since salaries must be paid on top of training costs for each employee hired. With this kind of integration employees can use existing software without having to learn new ones, saving time as well as money for the company.

The process to integrate Zoho Books and Tableau 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.