New App: Focus On Your Work, Not Accounting, With Zoho Books

Jose Proenca
Jose Proenca / August 25, 2016

It's not easy to keep up proper accounting when you're busy running a small business.

With Zoho Books you don't have to make that sacrifice. The accounting app lets you log expenses, monitor cash-flow in the bank, track inventory, and review it all with different reports. The app even allows you to communicate with and invoice your clients directly, making it a convenient all-in-one tool for tracking and balancing all of your finances. You can take it with you anywhere you go, too, with apps for iOS, Android, and Windows devices.

How Zoho Books Works With Zapier

Triggers

  • New Contact: Triggers when a new contact is created.
  • New Sales Invoice: Triggers when a new sales invoice is created.
  • New Expense: Triggers when an expense is created.
  • New Estimate: Triggers when a new estimate is created.
  • New Item: Triggers when a new item is created.

Actions

  • Create Contact: Creates a new contact.
  • Create Sales Invoice: Creates a new sales invoice.
  • Create Estimate: Creates a new estimate.
  • Create Item: Creates a new item.

Automation Inspiration

Get started with these sample Zaps:

Capture Info From Anywhere

Send Contact Data to Other Apps

How To Automate Zoho Books With Zapier

  1. Sign up for a Zoho Books account, and make sure you have a Zapier account

  2. Try some pre-made Zoho Books integrations and learn more about how Zoho Books works with Zapier

  3. Check out our Zoho Books help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with Zoho Books and Zapier