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Zoho Books + Tableau Integrations

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

Connect Zoho Books + Tableau
Zoho Books Integrations
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.

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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

Popular Zoho Books and Tableau Integrations

  • Zoho Books MailChimp

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    Connect Close
    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
    Connect This Flow
  • Zoho Books Slack

    Zoho Books + Slack

    Post direct messages to a Slack channel with new invoices from Zoho Books Read More...
    Connect Close
    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
    Connect This Flow
  • Zoho Books Slack

    Zoho Books + Slack

    Send Slack message for new invoices in Zoho Books Read More...
    Connect Close
    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
    Connect This Flow
  • Zoho Books Google Sheets

    Zoho Books + Google Sheets

    Create Google Sheets rows for new Zoho Books contacts Read More...
    Connect Close
    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
    Connect This Flow
  • Zoho Books Zoho Books

    Google Sheets + Zoho Books

    Make Zoho Books Contacts from new rows on Google Sheets Read More...
    Connect Close
    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
    Connect This Flow
  • Zoho Books Zoho Books

    Zoho Books + {{item.triggerAppImage}}

    {{item.message}} Read More...
    Connect Close
    When this happens...
    Zoho Books {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
    Connect This Flow
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.

Show All

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.

Connect Zoho Books + Tableau
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