Zoho Books
When this happens...
Zoho BooksNew Sales Invoice
Then do this...
Easy ProjectCreate Project Income

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

Why Zapier?

Free

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Zoho Books + Easy Project and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Item

Triggers when a new item is created.

Create Contact

Creates a new contact.

New Contact

Triggers when a new contact is created.

Create Sales Invoice

Creates a new sales invoice.

New Sales Invoice

Triggers when a new sales invoice is created.

Create Estimate

Creates a new estimate.

New Project

Triggers when a new project is created.

Create Project

Creates a new project. Author will be set to authenticated user

New Contact

Triggers when a new contact is created.

Create Task

Create a new task.

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Become a Zapier Integration Partner

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.

Easy Project is a professional project management software for you, your team and the whole company. Based on WBS, Gantt, Agile and other best PM practices. It is compatible with modules for Resources, Finances, Help Desk and CRM.

See Easy Project Integrations