Zoho Books Integrations

Invoicing can be time-consuming and extremely boring, especially if you have lots of sales. Once you've set up this integration, Zapier will add your new Amazon Seller Central orders to Zoho Books as new invoices. Your books will be updated with all your invoices, allowing you to spend time doing other work.

How this Amazon Seller Central-Zoho Books integration works

1. A new order is placed in Amazon Seller Central
2. Zapier adds an invoice to Zoho Books

Apps involved

• Amazon Seller Central
• Zoho Books

Duplicating information between the apps you use manually is a waste of time. Let this integration do that work quickly and accurately for you. Once active, it will trigger with every new sales order invoice you create on Magento, automatically copying the details into Zoho Books so you can always rely on having the data you need in the right places.

How this Magento-Zoho Books integration works

1. A new sales order invoice is created in Magento
2. Zapier creates a new Invoice in Zoho Books

Apps involved

• Magento
• Zoho Books

Want to make sure you're reaching out to all your key customers? Let Zapier capture everyone that goes through your accounting. This integration will trigger whenever you add a new contact to Zoho Books, adding them as a new subscriber on ActiveCampaign. You can then be sure your marketing is reaching them all.

How this Zoho Books - ActiveCampaign integration works

1. A new contact is added in Zoho Books
2. Zapier adds them as new contacts in ActiveCampaign, automatically

Apps involved

• Zoho Books
• ActiveCampaign

When you need to quickly look up an invoice and get the details to a stakeholder, you don't need to waste time by doing it manually. Use this Zap to automatically find existing invoices in Zoho Books. All you need to do is type in the invoice number to Zapier's Google Chrome extension and Zapier will send you (or someone else) a Gmail message with all the details from the invoice.

How this Push-Zoho Books-Gmail integration works

1. You type an invoice number into Zapier's Google Chrome extension
2. Zapier finds the invoice in Zoho Books
3. Zapier send a Gmail message with details about the invoice

Apps involved

• Push by Zapier Google Chrome extension
• Zoho Books
• Gmail

If you're collecting data from customers, you probably need it across multiple apps. Activate this integration and do away with adding it manually. It will then trigger with every new entry on Formstack, automatically adding a new contact to Zoho Books so your accounting never falls out of date

How this Formstack - Zoho Books integration works

1. A new entry is made in Formstack
2. Zapier adds them as new contact in Zoho Books, automatically

Apps involved

• Formstack
• Zoho Books

Are you still manually sending documents for signature after every invoice? Let Zapier take care of this. Activate this integration, and a RightSignature template is automatically sent out to any recipients for signature whenever a new invoice is issued on Zoho Books, keeping your agreements moving swiftly without slowing your other work down

How this RightSignature - Zoho Books integration works

1. A new invoice is sent from Zoho Books
2. Zapier sends out a new document for signing via RightSignature

Apps involved

• RightSignature
• Zoho Books

Tired of manually exporting your form submissions? Zapier can do the hard work for you: This integration will create a contact in Zoho Books from each new Wufoo entry you receive after everything is set up, ensuring you never have to enter contact details by hand again.

How this Wufoo-Zoho Books integration works

1. A new entry is received on Wufoo
2. Zapier automatically adds a contact to Zoho Books

Apps Involved

• Wufoo
• Zoho Books

All small businesses need to constantly keep track of their leads, as every lead is a potential customer. With this integration, a contact is automatically added to Zoho Books whenever they are added to Infusionsoft, allowing you to prepare for all the increased interest you receive from your email marketing.

How this Infusionsoft-Zoho Books integration works

1. A new contact is added to Infusionsoft
2. Zapier copies them over to Zoho Books

Apps involved

• Infusionsoft account
• Zoho Books account

Keeping track of the books is important, but your time is better spent elsewhere. Use this integration to reclaim that lost time. After it's been set up, this integration automatically creates new Zoho Books sales invoices every time you receive a new order in LemonStand is paid, keeping your processes moving without any effort on your part.

How this LemonStand-Zoho Books integration works

1. A new paid order is created in LemonStand
2. Zapier creates a new sales invoice in Zoho Books

Apps involved

• LemonStand
• Zoho Books

Keep track of your invoice data in a spreadsheet, where you can sort and analyze it. Use this Zap to automatically find existing invoices in Zoho Books. All you need to do is type the invoice number into a typeform and then Zapier will neatly organize all of the data into a new Google Sheets row.

How this Push-Zoho Books-Google Sheets integration works

1. A new Typeform entry is created
2. Zapier finds the invoice in Zoho Books
3. Zapier add details from both the invoice and the entry to Google Sheets as a new row

Apps involved

• Typeform
• Zoho Books
• Google Sheets

Pull in important details from your invoices without manually searching for the invoices yourself. Use this Zap to automatically find existing Zoho Books invoices whenever you type an invoice number into Zapier's Google Chrome extension. Then, Zapier will send you the invoice details in a Slack direct message. Now you have all the relevant info you need--without manually copying and pasting data.

How this Push-Zoho Books-Slack integration works

1. You type an invoice number into Zapier's Google Chrome extension
2. Zapier finds the invoice in Zoho Books
3. Zapier sends details about the invoice to Slack as direct messages

Apps involved

• Push by Zapier Google Chrome extension
• Zoho Books
• Slack

Keeping your finances in check can be a challenge if you are trying to do so manually. Once set-up, this integration will let you trigger an SMS message every time a new item is created on Zoho Books so you'll never miss an update.

How this Zoho Books-FireText integration Works

1. New item is created on Zoho Books
2. An SMS is triggered via FireText

Apps involved

• Zoho Books
• FireText

Do you run into mistakes when you manually enter sales invoices? Let Zapier eliminate errors by automatically grabbing sales information from your Airtable record and recording it as new sales invoices in Zoho Books.

How this Airtable-Zoho Books integration works:

1. New records arrives in an Airtable view
2. Zapier creates new sales invoices in Zoho Books

Apps involved

• Airtable
• Zoho Books

Automatically build sales invoices and instantly notify your team with this Zap! When new Airtable records appear in a view, Zapier will grab their information and create sales invoices in Zoho Books—but it won't stop there: Zapier will then send notifications through Slack so your team is kept up-to-date.

How this Airtable-Zoho Books-Slack integration works:

1. New records come in to an Airtable view
2. Zapier creates sales invoices in Zoho Books
3. Zapier then sends notifications to a Slack channel

Apps involved

• Airtable
• Zoho Books
• Slack

If you spend a lot of time taking Airtable records and splitting out the information manually for sales invoices, stop what you're doing and use this Zap! Zapier can build your Zoho Books sales invoices automatically—and will separate your data as needed with Code by Zapier.

Note: Since this Zap uses Code by Zapier's 'Run Javascript' action, it will require knowledge of coding.

How this integration works:

1. New records in an Airtable view populate
2. Zapier runs a bit of Javascript that you write
3. Zapier creates new sales invoices in Zoho Books

Apps involved

• Airtable
• Code by Zapier
• Zoho Books

When your clients purchase bookings with you via Omnify, you want to make sure your accounting tool has that information, too. That way, balancing the books is that much easier. With this Omnify-Zoho Books integration, Zapier will automatically create an invoice in Zoho Books every time you receive a new booking on Omnify. That way, you accounts are up-to-date and you're on top of things.

How this Omnify-Zoho Books integration works

1. A new booking is made on Omnify
2. Zapier automatically creates a sales invoice on Zoho Books

Apps involved

• Omnify
• Zoho Books

Record, audit and analyze all your transactions very easily. Use Zoho Books as an accounting software with secure data storage and many more features. This Zapier integration helps you to connect Bookafy with Zoho Books to add new contacts on Zoho Books for every new Bookafy customers.

How this Bookafy-Zoho Books integration works

1. A new customer registers on Bookafy
2. Zapier adds a new Zoho Books contact for that customer

Apps involved

• Bookafy
• Zoho Books

As you add new customer Contacts in Zoho Books, send them review requests through eEndorsementsn with this integration! Now, whenever a new contact is added in Zoho books, Zapier will automatically add the contact information into eEndorsements.

How this Zoho Books-eEndorsements integration works

1. A new Contact is added in Zoho Books
2. Zapier transfers the contact information into eEndorsements

Apps involved

• Zoho Books
• eEndorsements

Planning your project budget and comparing them to the real revenues and expenses using Easy Project Budgets is the best way to control your project finances. If you use Zoho Books for finance management you definitely need to integrate data to project budget. This Zapier integration helps you new expenses created in Zoho Books automatically create as real expenses in Easy Project budget.

How it works

1. A new expense is created in Zoho Books
2. Zapier automatically create project budget expense in Easy Project

Apps involved

• Zoho Books
• Easy Project

Planning your project budget and comparing them to the real revenues and expenses using Easy Project Budgets is the best way to control your project finances. If you use Zoho Books for finance management you definitely need to integrate data to project budget. This Zapier integration helps you new paid sales invoices created in Zoho Books automatically create as real incomes in Easy Project budget.

How it works

1. A new sales invoice is created with a paid status in Zoho Books
2. Zapier automatically create project budget income in Easy Project

Apps involved

• Zoho Books
• Easy Project