

OkoCRM and Zoho Books integration
Build smart, no-code workflows with OkoCRM and Zoho Books using triggers, actions, and AI logic—automate any process in minutes.
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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers and actions for Zoho Books and OkoCRM integration
In OkoCRM and Zoho Books integration triggers start workflows when something happens, while actions make changes in response.
Triggers 5
New Invoice
New Customer
Actions 21
Delete transaction by ID
The list of tasks in the transaction
Create a Customer
Create Estimate
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How to Connect OkoCRM to Zoho Books
Create powerful OkoCRM integration with Zoho Books in just a few simple steps.
Connect OkoCRM to Zoho Books
Log in to Albato, select OkoCRM and Zoho Books, and follow the quick setup steps—no coding required. Integrate OkoCRM with Zoho Books with just a few clicks!
Build a workflow for your OkoCRM and Zoho Books integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between OkoCRM and Zoho Books. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Zoho Books integration with OkoCRM
OkoCRM
Experience seamless integration and automation with OkoCRM on Albato. Effortlessly connect OkoCRM to your favorite apps, streamlining your business processes and data transfer. With available actions like updating deals and contacts, managing tasks, and creating new contacts and deals, OkoCRM enhances your company's productivity and efficiency. Automate tasks with triggers and actions, such as task completion and adding comments, to keep your workflow organized and up-to-date. Unleash the full potential of OkoCRM's integration with Albato and revolutionize your CRM experience.
Categories
- CRM & ERP systems
Zoho Books
Albato's integration capabilities enable Zoho Books to seamlessly connect with over 1,000+ 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.
Categories
- Accounting apps
- Zoho











