Zoho Books + Zoom Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Zoom
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 Zoom
Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.
Zoom IntegrationsConnect the apps you use everyday and find your productivity super-powers.
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Microsoft Teams
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![Crowdcast]()
Crowdcast
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GoToMeeting
Best Zoho Books and Zoom Integrations
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![Zoho Books]()
![MailChimp]()
Zoho Books + MailChimp
Add New Zoho Books Contacts to a List on MailChimp Read More...When this happens...
New Contact
Then do this...
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
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![Zoho Books]()
![Slack]()
Zoho Books + Slack
Post direct messages to a Slack channel with new invoices from Zoho Books Read More...When this happens...
New Sales Invoice
Then do this...
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
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When this happens...
New Sales Invoice
Then do this...
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
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![Zoho Books]()
![Google Sheets]()
Zoho Books + Google Sheets
Create Google Sheets rows for new Zoho Books contacts Read More...When this happens...
New Contact
Then do this...
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
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![Zoho Books]()
![Zoho Books]()
Google Sheets + Zoho Books
Make Zoho Books Contacts from new rows on Google Sheets Read More...When this happens...
New Spreadsheet Row
Then do this...
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
It's easy to connect Zoho Books + Zoom without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New MeetingTriggers when a new Meeting or Webinar is created.
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New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
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New Registrant
Triggers when a new registrant is added to a Webinar.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Create Meeting
Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
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Create Meeting Registrant
Add a new meeting registrant.
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Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
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Create Registrant
Creates a new webinar registrant.
How Zoho Books & Zoom Integrations Work
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Step 1: Choose Zoho Books as a trigger app and Select "Trigger" from the Triggers List.
(30 seconds)
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Step 2: Authenticate Zoho Books with Appy Pie Connect.
(10 seconds)
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Step 3: Select Zoom as an action app.
(30 seconds)
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Step 4: Pick desired action for the selected trigger.
(10 seconds)
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Step 5: Authenticate Zoom with Appy Pie Connect.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Books and Zoom
Zoho Books?
Zoho Books is a web-based accounting software. Zoho Books can be integrated with other Zoho applications like Zoho CRM, Zoho Creator, Zoho Reports and Zoho Invoice. It is used to manage accounting operations for small businesses.
Zoom?
Zoom is a cloud accounting spution that was launched in 2016. It is a SaaS based accounting spution that offers cloud based accounting spution. It also supports integration with non-Zoom applications like Zoho Books. It has standard features like invoicing, expense tracking, time tracking and reporting.
Integration of Zoho Books and Zoom
Integration of Zoho Books with Zoom enables users of both applications to cplaborate through the same chart of accounts, bank accounts, customers, vendors and employees without duplicating entries. Users can access all their data from one single place. The integration also allows users to share documents between the two systems to make it easier to cplaborate with each other and work seamlessly. For example, users can create an invoice in Zoho Invoice and use it to generate a payment in Zoho Books without any additional effort. Further, if there is a need to edit the invoice and payment, users can do so from within Zoho Books without having to switch over to Zoho Invoice. This integration helps improve productivity and save users’ time.
Benefits of Integration of Zoho Books and Zoom:
Customers can view customer details, invoice details, etc., directly from their invoices in Zoom. This helps them keep track of their expenditure. Further, they can add or edit the details if required. Thus, they can view the entire history of the invoice in one single place. This helps them track payments and fplow up on late payments. If there are any discrepancies they can raise a dispute and get their payment quickly. This helps them run their business effectively.
All the invoices processed in Zoom are automatically updated in Zoho Books. This ensures that all invoices are accounted for and there are no duplicate invoices or payments. Thus, customers are billed correctly and there is no delay in refunds or payments.
Users can use Zoom’s CSV file import facility to import invoices into Zoho Books without any coding or formatting errors. Thus, they can start using the application quickly without any delay. They also need not maintain separate spreadsheets for this purpose as all the information required by Zoho Books is already available in Zoom’s CSV file.
The integration also allows users to share documents between the two systems to make it easier to cplaborate with each other and work seamlessly. For example, users can create an invoice in Zoho Invoice and use it to generate a payment in Zoho Books without any additional effort. Further, if there is a need to edit the invoice and payment, users can do so from within Zoho Books without having to switch over to Zoho Invoice. This integration helps improve productivity and save users’ time.
Benefits of Integration of Zoho Books and Zoom
The process to integrate Zoho Books and Zoom 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.
