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Zoho Books Integrations
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Choose the app you want to Integrate with Zoho Books

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Go To Developer platformmHere is a list of Zoho Books Triggers and Actions available for Zoho Books integrations
Explore the various ways you can integrate with Zoho Books and automate your workflow by leveraging these Triggers and Actions.
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New Contact
Triggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note 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 Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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Create Bill
Creates a new bill.
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Create Customer
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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Create/Update Contact
Create and Updates an existing contact.
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Delete Invoice
Delete an existing Invoice.
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Mark Invoice as Confirm
Mark Invoice as confirm
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Mark Invoice as Paid
Mark Invoice as Paid
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
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Find or Create Contact
Search a contact by email address.
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Find and Create Invoice
Finds and create Invoice
How to Set Up Zoho Books Integrations
Follow the steps below to start setting up your Zoho Books integrations using Appy Pie Automate:
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Step 1: Sign Up or Log In
Visit Appy Pie Automate and sign up or login if you already have an account.
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Step 2: Select App
Select the Zoho Books in the App directory and select your desired trigger event.
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Step 3: Connect Account
Connect your Zoho Books account & authenticate it.
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Step 4: Trigger Ready
Your Zoho Books is now set to connect with numerous supported apps on Appy Pie Automate.
Popular Templates for Zoho Books Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Post direct messages to a Slack channel with new invoices from Zoho Books
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When this happens:
New Sales Invoice
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Then do this:
Send Direct Message
Create Google Sheets rows for new Zoho Books contacts
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When this happens:
New Contact
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Then do this:
Create Spreadsheet Row
Add New Zoho Books Contacts to a List on MailChimp
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When this happens:
New Contact
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Then do this:
Add/Update Subscriber
Send Slack message for new invoices in Zoho Books
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When this happens:
New Sales Invoice
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Then do this:
Send Channel Message
Create Spreadsheet Row to Google Sheets from New Item in Zoho Books
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When this happens:
New Item
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Then do this:
Create Spreadsheet Row
Streamline Your Workflow with Appy Pie Automation
FAQs on Zoho Books Integrations
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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.
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Are Zoho Books Integrations Secure?
When evaluating the security of Zoho Books's integrations, it's essential to take a comprehensive approach and assess various factors. Here's a guide to help you navigate this process:
- Data Flow and Access: Map data flow, understanding shared data types, exchange frequency, and access controls.
- Security Protocols: Verify that Zoho Books and partner apps use secure channels and encryption for data transmission and more.
- Authentication and Authorization: Assess multi-factor authentication for robust identity verification. Ensure effective authorization controls.
By following these steps, you can effectively evaluate and enhance the security of Zoho Books's integrations, ensuring a robust and protected environment.
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Does Appy Pie Automate have an API for Integration?
Yes, Zoho Books provides an API for integration. With Appy Pie Automate, you can easily link Zoho Books to over 1000+ widely-used applications. Our no-code platform simplifies the process, enabling you to automate workflows and enhance efficiency. Whether it's connecting Zoho Books with your existing tools or streamlining processes, Appy Pie Automate makes it easy, even without any technical expertise.
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Can I use webhooks with Appy Pie Automate to automate data syncing?
Yes, most apps on Appy Pie Automate already support webhooks, enabling easy data syncing. For apps that don’t yet support them, we monitor updates closely and add support as soon as it’s available. This ensures seamless automation and continuous improvement for our users. Want to know if Zoho Books has webhooks? Contact our Support Team.
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