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Zoho Books integrations

Zoho Books is a comprehensive cloud-based accounting solution designed to simplify financial transactions recording, auditing, and analysis for small businesses. Leveraging its secure API, Zoho Books ensures safe data storage, offers easy navigation, and allows for customizable features, giving small businesses a significant advantage in managing their accounts efficiently.

CATEGORIES
Accounting apps
Zoho
NICHES
Other
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About Zoho Books integrations

Albato's integration capabilities enable Zoho Books to seamlessly connect with over 600 popular applications, transforming how small businesses manage their accounting needs. Through the use of Zoho Books' API, users can automate and synchronize their financial processes with applications like Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace. This integration facilitates a range of actions such as creating invoices, items, estimates, and customers directly within Zoho Books when specific triggers occur in connected apps. For instance, a new customer added in Shopify can automatically generate a customer profile in Zoho Books. Similarly, triggers like new estimates, expenses, items, customers, or invoices in Zoho Books can initiate corresponding actions in connected applications, ensuring data consistency and saving valuable time. Leverage Albato to integrate Zoho Books and automate your accounting, making it more efficient and connected than ever before.

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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 6
Create a Customer
Create a Customer
Create Estimate
Create Estimate
Create Item
Create Item
Create Invoice
Create Invoice

How it works

With Albato, you can easily integrate your applications into automated workflows using an intuitive builder, without the need for coding knowledge.

  • 1

    Connect your apps to Albato. It's quick, taking only 5 minutes, and totally safe.

  • 2

    Select the app and event that will trigger your integration, or set up a schedule as you prefer.

  • 3

    Select the actions to be performed and the data you wish to send once your integration is started.

  • 4

    That's it, it's done

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How to create the Zoho Books integration

Connect Zoho Books to Albato
All Available Triggers and Actions...
Discover 600+ Integration-Ready Apps
All Available Triggers and Actions...
  1. stepIcon

    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.

  2. stepIcon

    Step 2: Choose one of 600+ 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.

  3. stepIcon

    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.

  4. stepIcon

    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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Frequently asked questions

What Zoho Books triggers are available for integration?
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Initial event: New Invoice New Customer New Item New Expense New Estimate
What Zoho Books actions are available for integration?
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Target actions: Create a Customer Create Estimate Create Item Create Invoice Find invoice by ID Custom API request
How many apps are available for integration?
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600+ apps are available for integration with Zoho Books
How is the integration done?
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Data transfer from Zoho Books is done via API.
How to activate a plan?
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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.