Integrations

Zoho Books Integrations & Connections | Connect and Automate

Discover powerful Zoho Books integrations to automate your work and streamline processes. Connect with popular tools to build automated workflows, sync data, and boost your team's productivity.

BasicOps
Zoho Books
ZapierZapier

Create new Zoho Books items from Dext’s exported, processed receipt data

Move your financial data with ease as it gets processed. Whenever new receipt data is processed in Dext, this workflow will swiftly create a corresponding item in your Zoho Books account. This automation saves you time, minimizes manual data entry and keeps your financial records consistently up-to-date. Manage your receipts and financial documents efficiently with Dext and Zoho Books working together in your daily operations.

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Zoho Books
Filter
ZapierZapier

Create jobs in Qntrl if the discount for a sales invoice in Zoho Books exceeds a defined value

Need to setup approvals for invoices where the amount meets or exceeds a certain criteria? For every sales invoice created in Zoho Books, Zapier Filter is triggered. Zapier Filter checks whether the discount in the invoice exceeds a certain amount. If it does, this integration creates a job for that invoice in Qntrl.

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Zoho Books
Google Sheets
ZapierZapier

Update Google Sheets rows for new Zoho Books sales invoices

Keep your sales data organized and up-to-date with this efficient workflow. When a new sales invoice is created in Zoho Books, it will update the corresponding row in your Google Sheets spreadsheet. This automation helps you maintain accurate records without the hassle of manual data entry, saving you time and reducing the risk of errors.

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Zoho Books
Google Sheets
ZapierZapier

Update Zoho Books with api requests for every new or updated row in Google Sheets

Streamline your workflow and maintain data accuracy with this time-saving tool. When a Google Sheets row gets a new update or addition, the corresponding data in Zoho Books promptly reflects the changes. This efficient process not only reduces the need for manual input but also ensures real-time data consistency and accuracy, making business management easier for you.

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NetSuite
Zoho Books
ZapierZapier

Create Zoho Books customers from new NetSuite records

Streamline your business process with this efficient workflow. When a new record is added in NetSuite, a corresponding customer is created in Zoho Books. This saves time and ensures data consistency across your platforms, eliminating the need for manual data entry. Optimize your operations using this integration and keep your customer information up-to-date effortlessly.

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Zoho Books
Zoho Notebook
ZapierZapier

Create text cards in Zoho Notebook for new customers in Zoho Books

Grow your business relations effectively with this simple workflow. Whenever a new customer connects with your business on Zoho Books, a text card with their information gets created in the Zoho Notebook. This automation ensures a better organization of your customer records, saving your precious time for other tasks.

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Zoho Books
Zoho Notebook
ZapierZapier

Create text cards in Zoho Notebook for new customers in Zoho Books

Grow your business relations effectively with this simple workflow. Whenever a new customer connects with your business on Zoho Books, a text card with their information gets created in the Zoho Notebook. This automation ensures a better organization of your customer records, saving your precious time for other tasks.

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Zoho Books
Lark
ZapierZapier

Create new Lark tasks from new Zoho Books estimates

Streamline your task management by connecting your Zoho Books and Lark apps. With this workflow, every time a new estimate is generated in Zoho Books, it will instantly create a new task in Lark. This seamless integration allows you to stay on top of your finances and workload concurrently, boosting productivity and efficiency.

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Zoho Books
Microsoft Teams
ZapierZapier

Send chat messages in Microsoft Teams for new sales invoices in Zoho Books

Streamline your sales and communication process with this efficient automation. When a new sales invoice is created in Zoho Books, a chat message is instantly sent in Microsoft Teams. This workflow allows you to keep your team promptly informed about new invoices, enhancing coordination and reducing response times.

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Schedule by Zapier
Zoho Books
ZapierZapier

Generate Zoho Books sales invoices every month with Schedule by Zapier

Streamline your financial tasks with this concise process that engages every month. Upon the set schedule, the Zoho Books application swiftly generates your sales invoices. Experience a smooth handling of your monthly invoicing duties, relieving you of manual work and keeping your accounts up-to-date.

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Outlook Calendar
Zoho Books
ZapierZapier

Create new Zoho Books customers from new Microsoft Outlook contacts

Streamline your customer management process with this workflow. When you add a new contact in Microsoft Outlook, this automation will create a corresponding customer in Zoho Books. It simplifies your workflow and ensures every new contact is instantly reflected in your accounting platform. Experience seamless data management between Microsoft Outlook and Zoho Books with this easy-to-implement solution.

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Zapier Tables
Zoho Books
ZapierZapier

Create sales invoices in Zoho Books when new records appear in Zapier Tables

When a new record is added in your Zapier Tables, this workflow quickly creates a sales invoice in your Zoho Books. It's a great way to save time and keep your sales information in order, letting you focus more on other important business tasks. This direct transfer immediately bridges your data management and invoicing processes for seamless operation.

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Zoho Books
Zoho Projects
ZapierZapier

Create projects in Zoho Projects for new estimates in Zoho Books

Automate your project creation with this streamlined workflow between Zoho Books and Zoho Projects. Whenever there's a new estimate in Zoho Books, a corresponding project is instantly set up in Zoho Projects. This not only saves you time but also simplifies your project management process, ensuring all estimates are swiftly converted into actionable tasks.

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Microsoft Excel
Zoho Books
ZapierZapier

Create new Zoho Books customers from new rows in Microsoft Excel

Keep your customer records consistent and updated across platforms with this workflow. Once set up, each time you add a new row in your Microsoft Excel, a new customer is created in your Zoho Books. Save time and reduce errors by eliminating the need for manual data entry, ensuring your customer records in Zoho Books always match the latest data in your Excel spreadsheet.

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Honeybook
Zoho Books
ZapierZapier

Generate Zoho Books sales invoices when new payments are paid in HoneyBook

Save time and streamline your accounting process with this workflow that utilizes HoneyBook and Zoho Books. When you receive a new payment in HoneyBook, this automation will swiftly create a sales invoice in Zoho Books. This seamless process keeps your invoicing up-to-date, reducing manual data entry and enhancing your business efficiency.

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LeadConnector
Zoho Books
ZapierZapier

Change pipeline stages in LeadConnector and create new customers in Zoho Books

Stay on top of your lead management process with this efficient workflow. When a lead moves stages in LeadConnector, it creates a corresponding customer in Zoho Books. This automation helps ensure your bookkeeping stays updated as your sales pipeline progresses, saving you time and reducing manual data entry.

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HubSpot
Zoho Books
ZapierZapier

Generate Zoho Books sales invoices when new HubSpot products arrive

Boost productivity with this streamlined workflow. When you add a new product to HubSpot, this automation takes care of creating a sales invoice in Zoho Books. It saves you from manual data entry and ensures your sales invoices match your product updates. A perfect solution for getting all your ducks in a row, right when a new product launches.

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Zoho Books
Zoho CRM
ZapierZapier

Update module entries in Zoho CRM whenever new sales invoices are created in Zoho Books

Streamline your workflow using Zoho Books and Zoho CRM. With this setup, any new sales invoice recorded in Zoho Books prompts an immediate entry update in Zoho CRM. Experience seamless data consistency across both platforms, thereby enhancing your productivity and sales operations significantly.

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Harvest
Zoho Books
ZapierZapier

Create Zoho Books invoices from updated Harvest invoices

Simplify your billing process by automatically creating sales invoices in Zoho Books whenever an invoice is updated in Harvest. This Zap eliminates the need for manual data entry, ensuring your financial records stay accurate and up to date across both platforms. Spend less time on admin work and more on growing your business.

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Zoho Books
Kommo
ZapierZapier

Create leads with contacts in Kommo for every new sales invoice in Zoho Books

Making a sale is just the first step. Nurture your customer relationship right from the beginning with this simple workflow. When you generate a new sales invoice in Zoho Books, it seamlessly creates a lead with the customer's contact details in Kommo. Efficient and time-saving, this process lets you focus more on your marketing efforts, helping to grow your business.

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Zoho Books
Notion
ZapierZapier

Create database items in Notion for new sales invoices in Zoho Books

Keep a precise record of your sales invoice data with this workflow. When a new invoice is logged in Zoho Books, an item is instantly created in your Notion database. Stay organized and efficient by having key data structured and conveniently saved in your Notion workspace. This is an ideal solution for sales professionals seeking a smooth and streamlined documentation process.

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Google Forms
Zoho Books
ZapierZapier

Create sales invoices in Zoho Books for new or updated responses in Google Forms

Easily integrate your Google Forms responses with Zoho Books using this efficient automation. Every time a new response is added or updated in Google Forms, a corresponding sales invoice is simultaneously created in Zoho Books. This workflow is a valuable time-saver for businesses, streamlining the process of invoicing and eliminating any need for manual data entry.

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monday
Zoho Books
ZapierZapier

Create items in monday.com for new sales invoices in Zoho Books

Keep your sales and project management tightly connected with this workflow. When a new sales invoice is generated in Zoho Books, a corresponding item will be created in monday.com. This allows for seamless transfer of details, ensuring the sales data is always up to data in your project management tool. It's the perfect solution for ensuring you never miss any important sales invoice information from Zoho Books in your monday.com setup.

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Zoho Books
Xero
ZapierZapier

Create or update contacts in Xero for new customers in Zoho Books

Speed up your accounting process with this seamlessly designed integration. As soon as Zoho Books registers a new customer, this workflow will immediately create or update the corresponding contact in your Xero app. Simplify your financial management by keeping two major accounting tools coordinated, thus saving valuable time and reducing errors.

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Zoho Books
Smartsheet
ZapierZapier

Add rows to Smartsheet for new estimates in Zoho Books

This workflow springs into action once you've added a new estimate in Zoho Books, instantly adding a row to your specified Smartsheet. Keep your project management streamlined and let this integration handle the task of manual data entry for you. Taking advantage of this workflow ensures that your Smartsheet stays updated with your latest estimates, saving you time and improving overall efficiency.

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Jotform
Zoho Books
ZapierZapier

Create new Zoho Books items from new Jotform submissions

Effortlessly manage your accounting with this intuitive workflow. Whenever a new submission is made in Jotform, an item is instantly created in Zoho Books. This seamless process not only eliminates the need for manual data entry but also ensures your financial records are up-to-date, providing a simplified solution for your business needs. Perfect for businesses looking to streamline their bookkeeping processes and keep accurate records.

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Zoho Books
Zoho Cliq
ZapierZapier

Create Zoho Cliq channel messages for new Zoho Books sales invoices

Stay informed about your sales invoices with this handy workflow. Whenever a new sales invoice is created in Zoho Books, a channel message will be sent in Zoho Cliq, keeping your team up-to-date on incoming payments. Simplify communication and ensure that important financial updates don't go unnoticed with this seamless automation.

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WordPress
Zoho Books
ZapierZapier

Create new Zoho Books items for every new WordPress user

This workflow streamlines the task of managing your new WordPress users by creating a corresponding item in your Zoho Books. When a new user joins on WordPress, an item is effortlessly generated in Zoho Books, making user management easier and efficient. It's a time-saving solution that enhances organization and reduces manual data entry.

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Wix
Zoho Books
ZapierZapier

Generate Zoho Books sales invoices from new Wix pricing plans

Get your financials in order fast when new pricing plans are set in Wix. This workflow initiates when you update your pricing plans in Wix, then seamlessly generates a sales invoice in Zoho Books. It's a smart method to keep track of your sales and financial records, instantly creating an invoice each time your pricing adjusts, thus saving time on repetitive tasks.

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Zoho Books
WooCommerce
ZapierZapier

Update product stock quantities in WooCommerce when new items are added in Zoho Books

Keep your WooCommerce product stock up-to-date effortlessly with this convenient workflow. Whenever a new item is added in Zoho Books, it instantly updates the product stock quantity in WooCommerce. This means you can be sure that your inventory information on WooCommerce is always current, saving you valuable time spent on manual updates.

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Zoho Books
Webflow
ZapierZapier

Create new Webflow items from new Zoho Books items

Enable a seamless flow of data between your Zoho Books and Webflow apps with this pre-programmed workflow. Every time a new item is added in Zoho Books, the system will immediately create a corresponding item in Webflow. This saves you from the repetitive task of manually entering the same information in both platforms, ensuring data consistency and allowing you to focus on more strategic tasks.

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Zoho Books
Twilio
ZapierZapier

Send sms notifications for new Zoho Books sales invoices with Twilio

Stay updated on your sales invoices and enhance customer communication with this Zoho Books and Twilio integration. Whenever a new sales invoice is created in Zoho Books, this workflow will send an SMS via Twilio to the designated recipient. Improve your customer service by providing timely invoice notifications while streamlining your invoice tracking process.

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Stripe
Zoho Books
ZapierZapier

Create new Zoho Books customers from new Stripe invoices

Effortlessly maintain your customer database with this workflow. Whenever Stripe processes a new invoice, it initiates the creation of a new customer in your Zoho Books. Not only does this streamline your financial operations, it also ensures no customer data slips through the tracks. Upgrade your bookkeeping process with this timesaving automation.

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Zoho Books
Salesforce CRM
ZapierZapier

Create Salesforce records for new Zoho Books customers

Save time and enhance efficiencies within your customer management workflow. Whenever there's a new customer in Zoho Books, this automation will promptly create a corresponding record in Salesforce. By relieving you of manual data entries, this integration ensures accurate data transfer and allows you to focus on cultivating relationships with your clients.

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Thinkific
Zoho Books
ZapierZapier

Create sales invoices in Zoho Books for new orders in Thinkific

With this workflow, every time a new order comes in through Thinkific, an invoice is immediately created in Zoho Books. Simplify your sales process and keep your bookkeeping in order by streamlining your Thinkific transactions directly into Zoho Books. This efficient automation frees up your time and ensures consistency, providing you with a well-organized and accurate financial overview.

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Shopify
Zoho Books
ZapierZapier

Create new items in Zoho Books from new customers in Shopify

When you gain a new customer on Shopify, ensure their details are immediately incorporated into your Zoho Books account with this streamlined process. This powerful integration creates a new item in Zoho Books whenever a new customer is registered in Shopify. This saves time, reduces errors from manual data entry, and helps maintain consistent customer records across your platforms. Coordinate your sales and accounting seamlessly while focusing on growing your business.

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ThriveCart
Zoho Books
ZapierZapier

Create sales invoices in Zoho Books for new product purchases in ThriveCart

Streamline your sales process with this powerful workflow. When a product purchase happens in ThriveCart, it triggers the creation of a sales invoice in Zoho Books. This automation helps to keep your bookkeeping up-to-date and accurate, saving you valuable time and reducing the risk of errors. Maintain a more organized books and focus more on your business instead of manual data entry.

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Pipedrive
Zoho Books
ZapierZapier

Create new customers in Zoho Books from new organizations in Pipedrive

When a new organization is added in Pipedrive, this workflow simplifies your bookkeeping process by instantly creating a customer in Zoho Books. It offers a convenient solution to maintain up-to-date records, eliminating manual data entry and ensuring seamless customer information management in your finance tracking. Leverage this practical automation to save time and improve operational efficiency.

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Zoho Books
Sage Intacct
ZapierZapier

Create new Sage Intacct contacts from new Zoho Books sales invoices

Streamline your bookkeeping with this seamless integration between Zoho Books and Sage Intacct. When you create a new sales invoice in Zoho Books, the same invoice is automatically duplicated in Sage Intacct. This encourages data consistency and efficiency, saving you valuable time and effort in managing your financial records across both platforms. Enjoy the benefits of accurate sales and client information, all in one easy workflow.

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Zoho Books
QuickBooks
ZapierZapier

Create QuickBooks Online sales receipts from new Zoho Books sales invoices

Keep track of your sales seamlessly with this workflow. When a new sales invoice is created in Zoho Books, it will create a corresponding sales receipt in QuickBooks Online. This automation helps you stay organized by ensuring all transactions mirror each other in both systems, saving you the time and hassle of manual data entry.

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MailerLite
Zoho Books
ZapierZapier

Add new MailerLite subscribers to group and create customers in Zoho Books

When a new subscriber is added to a group in MailerLite, instantly create a new customer profile in Zoho Books. This automated workflow saves time and ensures seamless data transfer between your email marketing and accounting systems, keeping your customer records up-to-date and accurate.

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PayPal
Zoho Books
ZapierZapier

Create sales invoices in Zoho Books for new successful sales in PayPal

Streamline your sales process with this efficient workflow. When a successful sale is processed in PayPal, a sales invoice is instantly created in Zoho Books. This automation ensures your financial records remain consistent and up-to-date, saving you time on manual data entry and allowing you to focus more on your business.

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Google Calendar
Zoho Books
ZapierZapier

Generate Zoho Books sales invoices from new or updated Google Calendar events

Instantly turn your Google Calendar events into a revenue stream by generating sales invoices in Zoho Books. Whenever a new or updated event is recorded in your Google Calendar, this workflow creates a corresponding sales invoice in Zoho Books. It's an ideal solution for professionals who charge by appointment or session, saving valuable time and reducing the chances of missed or delayed invoices.

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Zoho Books
Google Drive
ZapierZapier

Create new Google Drive folders from new Zoho Books estimates

When a new estimate is created in Zoho Books, this workflow will organize your information efficiently by creating a corresponding folder in Google Drive. Ideal for finance and professionals focusing on details, this automation ensures accurate and seamless organization of financial data. Turn your estimates into handy digital files and optimize your document management effortlessly.

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Zoho Books
Google Tasks
ZapierZapier

Create tasks in Google Tasks for new sales invoices in Zoho Books

Stay on top of your business operations with this streamlined workflow. When a new sales invoice is generated in Zoho Books, a corresponding task is instantly created in Google Tasks. This helps you ensure that every sales invoice is promptly acted upon, enhancing your business productivity and revenue tracking.

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Zoho Books
Google Docs
ZapierZapier

Append text to Google Docs documents when new sales invoices are created in Zoho Books

This workflow springs into action when you generate a new sales invoice in Zoho Books, swiftly adding the invoice information to a chosen Google Docs document. Streamline your processes with this seamless integration that takes care of your documentation needs, ensuring every sales transaction is meticulously recorded in real time. Manage your sales records effortlessly, saving precious time, and reducing clerical errors.

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Google Ads
Zoho Books
ZapierZapier

Create Customer on Zoho Books for new Google Ads leads

You want to spend time connecting with your new leads right away, not manually importing them into your tools. Use this integration to do the importing for you. Whenever you get a new lead from Google Ads, Zapier will automatically send that lead’s data to Zoho Books.

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Jobber
Zoho Books
ZapierZapier

Create Zoho Books customers from new Jobber clients

This workflow initiates when a new client is added in Jobber, and then creates a corresponding customer record in Zoho Books. This seamless process ensures your customer data is consistent across both platforms, eliminating the need for manual data entry. Perfect for small businesses, this hassle-free automation saves time and reduces errors, enabling you to focus more on client relationships and revenue growth.

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Google Contacts
Zoho Books
ZapierZapier

Create new Zoho Books customers from new Google Contacts entries

This workflow helps to simplify contact management. When a new contact is added in Google Contacts, it will instantly create a customer in Zoho Books. It aids in streamlining the process of customer management by ensuring your customer records in Zoho Books are always up-to-date with your Google Contacts. Save time and stay organized with this effortless integration.

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Follow Up Boss
Zoho Books
ZapierZapier

Create Zoho Books customers from new Follow Up Boss contacts

Effortlessly manage your contacts and customers with this seamless workflow between Follow Up Boss and Zoho Books. When a new contact is added in Follow Up Boss, this automation will create a customer in Zoho Books. This streamlines your data entry process, saving you valuable time and ensuring consistency across both platforms.

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