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Zoho Connect + Zoho Books Integrations

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

About Zoho Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

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.

Zoho Books Integrations
Zoho Books Alternatives

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

  • FreshBooks FreshBooks
  • Freshsales Freshsales

Best Zoho Connect and Zoho Books Integrations

  • Zoho Connect Trello

    Zoho Connect + Trello

    Create Trello cards for new Zoho Connect tasks Read More...
    When this happens...
    Zoho Connect New Task
     
    Then do this...
    Trello Create Card
    Ensure that your staff is always aware of what they need to work on next, from simple to difficult jobs. When new tasks are added to Zoho Connect, this interface automatically creates Trello cards, keeping everyone focused on the finish line.
    How This Zoho Connect – Trello Integration Works
    • A new task is created on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Zoho Connect Zendesk

    Zoho Connect + Zendesk

    Create Zendesk tickets for new Zoho Connect mentions Read More...
    When this happens...
    Zoho Connect New Mention
     
    Then do this...
    Zendesk Create Ticket
    Using the Zendesk-Zoho Connect integration, you can quickly resolve concerns. When someone @mentions you in Zoho Connect, new tickets are automatically created in Zendesk, allowing you to get right to work and provide excellent service.
    How This Zoho Connect – Trello Integration Works
    • When someone mentions you on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Zoho Connect Zoho Cliq

    Zoho Connect + Zoho Cliq

    Send Zoho Cliq channel messages for Zoho Connect tasks Read More...
    When this happens...
    Zoho Connect New Task
     
    Then do this...
    Zoho Cliq Send Channel Message
    Automatically notify your team of new tasks added in Zoho Connect, by posting it in a channel of your choice in Zoho Cliq. This keeps everyone in the loop and you don't have to update them yourself.
    How This Zoho Connect – Trello Integration Works
    • When someone mentions you on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Zoho Connect Zoho Connect

    MeisterTask + Zoho Connect

    Create tasks in Zoho Connect for new MeisterTask tasks Read More...
    When this happens...
    Zoho Connect New Task
     
    Then do this...
    Zoho Connect Create Task in Board
    There are many ways to create tasks in Zoho Connect for new tasks created in MeisterTask. One way is to use the Appy Pie Connect integration between MeisterTask and Zoho Connect. This integration allows you to create tasks in Zoho Connect tasks for MeisterTask tasks. Once enabled, any new Tasks assignment created in MeisterTask will trigger a new task in Zoho Connect.
    How It Works
    • You have a new task in MeisterTask
    • Appy Pie Connect create new task in MeisterTask.
    What You Need
    • MeisterTask account
    • Zoho Connect account
  • Zoho Connect MailChimp

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    When this happens...
    Zoho Connect 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 Connect MailChimp

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    {{item.message}} Read More...
    When this happens...
    Zoho Connect {{item.triggerTitle}}
     
    Then do this...
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Connect Zoho Connect + Zoho Books in easier way

It's easy to connect Zoho Connect + Zoho Books without coding knowledge. Start creating your own business flow.

    Triggers
  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

  • 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.

    Actions
  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

  • 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.

How Zoho Connect & Zoho Books Integrations Work

  1. Step 1: Choose Zoho Connect as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zoho Connect with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Books as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Books 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 Connect and Zoho Books

Zoho Books is one of the many products offered by Zoho. It is a web-based accounting and business management software. It helps businesses to manage their finances and transactions. With Zoho Books, users can get real-time reports, manage their inventory, and even keep track of their employees.

Zoho Connect is a web-based application that lets users connect to different applications in order to share data and synchronize contacts, calendars, tasks, and files. Zoho Connect supports the integration of different applications into one platform. Users can use Zoho Connect to connect to other applications like MS Office, Salesforce, SugarCRM, Gmail, and more. This helps users to organize their information and data from multiple sources together in one location.

Integration of Zoho Connect and Zoho Books is easy to set up. They both use OAuth protocp for authentication which takes only a few steps to complete. Once the integration has been set up, users can enjoy the benefits of using these two applications together.

Zoho Books can automatically upload transactions made using Zoho Connect to a user’s bank account. This allows users to have a better overview of their finances and transactions. Users can also download reports in PDF format from Zoho Books which contain all the transaction information.

Zoho Connect helps users synchronize their contact lists between Zoho Connect and Zoho Books. Users can also transfer contacts from Gmail or Outlook to Zoho Connect. This allows them to have a single database for contacts rather than using multiple databases for multiple applications.

Employees can create tasks in Zoho Connect and assign them to other employees or clients of the company using Zoho Books. Users can also add comments or attach documents to tasks. Tasks created in Zoho Connect can be assigned to different users of Zoho Books. Employees can then view the tasks assigned to them on their work calendar. The task information will appear as tasks in the Zoho Calendar app while the task creator will receive a notification about the task via email.

Zoho Connect and Zoho Books are great apps for business owners who want to manage their finances and operations easily. Integration of these two applications is easy to set up and will benefit the users by making it easier for them to read reports, manage their inventory and even help them with reporting on project expenses and time sheets.

The process to integrate Zoho Connect and Zoho Books 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.