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Microsoft SharePoint + Zoho Books

Microsoft SharePoint + Zoho Books

Microsoft SharePoint + Zoho Books integrations

Create new Zoho Books estimates from updated Microsoft SharePoint list items

Stay on top of your business finances effortlessly. Whenever there's an updated list item in your Microsoft SharePoint, it initiates a workflow to create an estimate in Zoho Books right away. This helps in efficient financial management by generating timely estimates based on recent changes in your SharePoint lists.

  1. When this happens...
     logo
     logo
  2. automatically do this!
    Create Estimate
    Create Estimate
    Create EstimateCreates a new estimate.
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More things you can do with Microsoft SharePoint and Zoho Books

Discover other triggers and actions you can use with Microsoft SharePoint and Zoho Books

    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
      Required
    Trigger
    Polling
    Try It
    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
      Required
    • List
      Required
    Trigger
    Polling
    Try It
    • Site
      Required
    • List
      Required
    Trigger
    Polling
    Try It
    • Info
    • Source Site
      Required
    • Source Document Library
      Required
    • File or Folder ID
      Required
    • Destination Site
      Required
    • Destination Document Library
      Required
    • Destination Folder
    Action
    Write
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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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About Zoho Books
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.
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