Zoho Books integrations

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

CATEGORIES
Accounting apps
NICHES
Other

How to create the Zoho Books integration

Connect Zoho Books to Albato
All Available Triggers and Actions...
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All Available Triggers and Actions...
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    Step 1: Connect Zoho Books to Albato

    The authorization process for Zoho Books in Albato is fast and secure. Just a few clicks and your application is connected to Albato.
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    Step 2: Choose one of 500+ applications to integrate with Zoho Books

    Pick the application you want to use as a trigger for automation in Albato. A trigger is an event that initiates your automation.
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    Step 3: Define the application and action after trigger activation

    Specify the application and the action that should take place after the trigger is activated. You can choose any number of actions – from sending a notification to creating a new record in a database.
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    Step 4: Configure the data transfer between applications

    Select the data that will be transferred from one application to another during the integration. You can adjust these parameters to suit your needs. That's it! Now you have more time to work on other important tasks.
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Triggers and actions available for Zoho Books integration
triggers 5
New Invoice
New Invoice
New Customer
New Customer
New Item
New Item
New Expense
New Expense
actions 5
Create a Customer
Create a Customer
Create Estimate
Create Estimate
Create Item
Create Item
Create Invoice
Create Invoice

Frequently asked questions

What Zoho Books triggers are available for integration?

Initial event: New Invoice, New Customer, New Item, New Expense, New Estimate

What Zoho Books actions are available for integration?

Target actions: Create a Customer, Create Estimate, Create Item, Create Invoice, Find invoice by ID

How many apps are available for integration?

18 apps are available for integration with Zoho Books

How is the integration done?

Data transfer from Zoho Books is done via API.

How to activate a plan?

We offer you a 7-day free trial to set up the required integrations and test the platform. Our managers will help you set up your integrations in no time. Once the setup is done, you will be able to understand how many accounts and transactions you need.

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