Zoho Books

Zoho Books + Klipfolio Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Zoho Books and Klipfolio, with as many as 15 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Zoho Books + Klipfolio 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 Expense

Triggers when an expense is created.

Update Data Source

Replace data in a data source in Klipfolio.

New Estimate

Triggers when a new estimate is created.

Add to Data Source

Add data to a data source in Klipfolio.

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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.

Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.

See Klipfolio Integrations