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Zoho Books + Zoho Cliq Integrations

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

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 Zoho Cliq

Zoho Cliq is a real time messaging software built to provide enhanced productivity and team collaboration.

Zoho Cliq Integrations

Best Zoho Books and Zoho Cliq 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 + Zoho Cliq in easier way

It's easy to connect Zoho Books + Zoho Cliq 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 Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

    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.

  • Broadcast a Bot Message

    Send a message to all subscribers of the bot.

  • Send Channel Message

    Send message to a channel in which you have joined.

  • Send Direct Message

    Send a direct message to a contact or an user in your Organization.

How Zoho Books & Zoho Cliq 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 Zoho Cliq as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Cliq 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 Zoho Cliq

Zoho Books?

Zoho Books is a cloud accounting application that enables accounting professionals to manage their business finances more easily. The software gives users the flexibility of making accounting decisions at their convenience. Zoho Books comes as a package with Zoho Cliq, as well as other integrated applications, such as Zoho Invoice and Zoho Projects.

  • Zoho Cliq?
  • Zoho Cliq is an advanced invoicing and project management application that integrates with Zoho Books. It enables users to create professional invoices with just a few clicks. It also allows users to manage their projects, track time and expenses, and cplaborate with clients. With Zoho Cliq, you can develop project proposals, keep track of time spent on different tasks, send all the details to your clients, and keep all your documents safe in one place.

  • Integration of Zoho Books and Zoho Cliq
  • Zoho Books and Zoho Accounts come together to make a complete system for managing your business finances effectively. Zoho Books is a cloud accounting software which helps users manage their business finances in an organized manner. This accounting software has various modules which cater to specific aspects of business finance management. Zoho Cliq is an advanced invoicing and project management software which makes it easy for users to create professional invoices and track the progress of their projects. It also allows them to cplaborate with clients and share documents online.

    The integration of Zoho Books and Zoho Cliq enables users to seamlessly manage their businesses. The accounting software and invoicing software have a common user interface which makes it easy for users to switch between the various modules. The integration allows users to properly categorize their transactions, giving them greater visibility into their business performance. They can also use the integrated invoice feature in Zoho Cliq to send professional invoices to their clients seamlessly.

  • Benefits of Integration of Zoho Books and Zoho Cliq
  • With the integration of Zoho Books and Zoho Cliq, users can enjoy many benefits. For example, they can use the integrated invoice feature in Zoho Cliq to send professional invoices to their clients. This feature makes it easy for them to quote, accept or decline payments for the work they provide. They can also keep track of their time spent on different projects using the integrated time tracking feature in Zoho Cliq. This feature records the time spent on each task on the project and generates timesheets automatically. Users can then export these timesheets into Excel sheets or PDF files. They can also generate project proposals from within Zoho Cliq using the integrated proposal feature.

    The process to integrate Zoho Books and Netlify 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.