Odoo ERP Self Hosted Zoho Books Integration

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Simplify Odoo ERP Self Hosted Zoho Books Integration with seamless setup

Easily set up Odoo ERP Self Hosted Zoho Books Integration without coding. Start automating your workflows and Integrate Odoo ERP Self Hosted with Zoho Books today.

View all (35) Triggers (20) Actions (15)

New Blog Post

Triggers when you add a new Blog Post. You will need to have the Blog module installed.
New Calendar Event

Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
New Event

Triggers when you add a new event. You will need to have the Event module installed.
New Expense

Triggers when you add a new expense. You will need to have the Expense module installed.
New Invoice

Triggers when you add a new invoice. You will need to have the Invoice module installed.
New or Updated Lead/Opportunity

Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
New Note

Triggers when you add a new Note. You will need to have the Note module installed.
New Product

Triggers when you add a new Product. You will need to have the ECommerce module installed.
New Project Task

Triggers when you add a new Project Task. You will need to have the Project module installed.
New Sale Quotation

Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
New Survey Response

Triggers when you add a new survey response. You will need to have the Survey module installed.
New Ticket

Triggers when you add a new ticket.You need to install the helpdesk module.
New User

Triggers when you add a new User. You will need to have the Users module installed.
Update Product

Triggers when you add a update Product. You will need to have the ECommerce module installed.
New Contact

Triggers when a new contact is created.
New Credit Notes

Triggers every time a new credit note is created.
New Estimate

Triggers every time a new estimate is created.
New Item

Triggers every time a new item is created.
New Purchase Order

Triggers every time a new purchase order is created.
New Sales Invoice

Triggers on a new sales invoice in Zoho Books.
Create Blog Post

Create a blog post
Create Invoice

Create a new Invoice.
Create Note

Create a new Note.
Create Project Task

Create a new Project Task.
Update Ticket

Update a existing Ticket
Create Bill

Creates a new bill.
Create Customer

Creates a new contact.
Create Item

Creates a new item.
Create Sales Invoice

Creates a new sales invoice in Zoho Books.
Create/Update Contact

Create and Updates an existing contact.
Delete Invoice

Delete an existing Invoice.
Mark Invoice as Confirm

Mark Invoice as confirm
Mark Invoice as Paid

Mark Invoice as Paid
Update Contact

Updates an existing contact.
Update Sales Invoice

Updates an existing invoice in Zoho Books.

New Blog Post

Triggers when you add a new Blog Post. You will need to have the Blog module installed.
New Calendar Event

Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
New Event

Triggers when you add a new event. You will need to have the Event module installed.
New Expense

Triggers when you add a new expense. You will need to have the Expense module installed.
New Invoice

Triggers when you add a new invoice. You will need to have the Invoice module installed.
New or Updated Lead/Opportunity

Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
New Note

Triggers when you add a new Note. You will need to have the Note module installed.
New Product

Triggers when you add a new Product. You will need to have the ECommerce module installed.
New Project Task

Triggers when you add a new Project Task. You will need to have the Project module installed.
New Sale Quotation

Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
New Survey Response

Triggers when you add a new survey response. You will need to have the Survey module installed.
New Ticket

Triggers when you add a new ticket.You need to install the helpdesk module.
New User

Triggers when you add a new User. You will need to have the Users module installed.
Update Product

Triggers when you add a update Product. You will need to have the ECommerce module installed.
New Contact

Triggers when a new contact is created.
New Credit Notes

Triggers every time a new credit note is created.
New Estimate

Triggers every time a new estimate is created.
New Item

Triggers every time a new item is created.
New Purchase Order

Triggers every time a new purchase order is created.
New Sales Invoice

Triggers on a new sales invoice in Zoho Books.

Create Blog Post

Create a blog post
Create Invoice

Create a new Invoice.
Create Note

Create a new Note.
Create Project Task

Create a new Project Task.
Update Ticket

Update a existing Ticket
Create Bill

Creates a new bill.
Create Customer

Creates a new contact.
Create Item

Creates a new item.
Create Sales Invoice

Creates a new sales invoice in Zoho Books.
Create/Update Contact

Create and Updates an existing contact.
Delete Invoice

Delete an existing Invoice.
Mark Invoice as Confirm

Mark Invoice as confirm
Mark Invoice as Paid

Mark Invoice as Paid
Update Contact

Updates an existing contact.
Update Sales Invoice

Updates an existing invoice in Zoho Books.

Integrate Odoo ERP Self Hosted with Zoho Books

How Odoo ERP Self Hosted and Zoho Books Integrations Work

Follow the steps below to start setting up your Odoo ERP Self Hosted integrations using Appy Pie Automate:

Step 1: Select Trigger

Choose Odoo ERP Self Hosted as the trigger app, select event, authenticate & successfully Test
Step 2: Select Action

After completing the trigger test, select Zoho Books as the action app from the list.
Step 3: Authenticate

Connect your Zoho Books account & authenticate it.
Step 4: Setup & Test

Select the data you want to send from Odoo ERP Self Hosted to Zoho Books & your AI Agent is ready!

Odoo ERP Self Hosted and Zoho Books Integration

Choose the app you want to Integrate with Odoo ERP Self Hosted and Zoho Books

Popular Templates for Odoo ERP Self Hosted and Zoho Books Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

Create Contact to Zoho Books from New Calendar Event in Odoo ERP Self Hosted

When this happens:

New Calendar Event
Then do this:

Create Contact

Use template for free

Create Item to Zoho Books from New Calendar Event in Odoo ERP Self Hosted

When this happens:

New Calendar Event
Then do this:

Create Item

Use template for free

Update Contact in Zoho Books when New Calendar Event is created in Odoo ERP Self Hosted

When this happens:

New Calendar Event
Then do this:

Update Contact

Use template for free

Create Sales Invoice to Zoho Books from New Calendar Event in Odoo ERP Self Hosted

When this happens:

New Calendar Event
Then do this:

Create Sales Invoice

Use template for free

Create Sales Invoice to Zoho Books from New Note in Odoo ERP Self Hosted

When this happens:

New Note
Then do this:

Create Sales Invoice

Use template for free

Streamline Your Workflow with Appy Pie Automation

Frequently Asked Questions

What Is Odoo ERP Self Hosted?

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
What Is Zoho Books?

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
How Odoo ERP Self Hosted and Zoho Books Integrations Work?
The integration between Odoo ERP Self Hosted and Zoho Books is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Odoo ERP Self Hosted and Zoho Books. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
Is the Integration Between Odoo ERP Self Hosted and Zoho Books secure?
While assessing the security of integrating Odoo ERP Self Hosted with Zoho Books, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Odoo ERP Self Hosted-Zoho Books integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Odoo ERP Self Hosted and Zoho Books integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.

Page reviewed by Abhinav Girdhar | Last Updated on January 19, 2025, 3:39 pm

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Odoo ERP Self Hosted Zoho Books Integration

Appy Pie Automate allows you to Integrate Odoo ERP Self Hosted with Zoho Books using AI Agents

20 Million man hours saved

Simplify Odoo ERP Self Hosted Zoho Books Integration with seamless setup

Easily set up Odoo ERP Self Hosted Zoho Books Integration without coding. Start automating your workflows and Integrate Odoo ERP Self Hosted with Zoho Books today.

New Blog Post

New Calendar Event

New Event

New Expense

New Invoice

New or Updated Lead/Opportunity

New Note

New Product

New Project Task

New Sale Quotation

New Survey Response

New Ticket

New User

Update Product

New Contact

New Credit Notes

New Estimate

New Item

New Purchase Order

New Sales Invoice

Create Blog Post

Create Invoice

Create Note

Create Project Task

Update Ticket

Create Bill

Create Customer

Create Item

Create Sales Invoice

Create/Update Contact

Delete Invoice

Mark Invoice as Confirm

Mark Invoice as Paid

Update Contact

Update Sales Invoice

New Blog Post

New Calendar Event

New Event

New Expense

New Invoice

New or Updated Lead/Opportunity

New Note

New Product

New Project Task

New Sale Quotation

New Survey Response

New Ticket

New User

Update Product

New Contact

New Credit Notes

New Estimate

New Item

New Purchase Order

New Sales Invoice

Create Blog Post

Create Invoice

Create Note

Create Project Task

Update Ticket

Create Bill

Create Customer

Create Item

Create Sales Invoice

Create/Update Contact

Delete Invoice

Mark Invoice as Confirm

Mark Invoice as Paid

Update Contact

Update Sales Invoice

How Odoo ERP Self Hosted and Zoho Books Integrations Work

Follow the steps below to start setting up your Odoo ERP Self Hosted integrations using Appy Pie Automate:

Step 1: Select Trigger

Step 2: Select Action

Step 3: Authenticate