Skip to content

Connect Sage Accounting and Zoho Books to unlock the power of automation

  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Sage Accounting with Zoho Books - no code necessary. See how you can get setup in minutes.

100%
Help
Sage Accounting logo
Sage Accounting
Sage Accounting logo
Sage Accounting
1. Choose trigger event
Zoho Books logo
Zoho Books
Zoho Books logo
Zoho Books
2. Choose action
Sage Accounting logo
1. Select the event
Setup
Test
Sage Accounting logo
Sage Accounting
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact Payment" from Sage Accounting.

Add your action

An action happens after the trigger—such as "Create Customer" in Zoho Books.

You’re connected!

Zapier seamlessly connects Sage Accounting and Zoho Books, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Sage Accounting triggers, actions, and search
    New Contact Payment

    Triggers when a new contact payment is created.

    Trigger
    Polling
    Try It

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Sage Accounting and Zoho Books to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Sage Accounting to Zoho Books integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Sage Accounting + Zoho Books integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Sage Accounting and Zoho Books

How do I integrate Sage Accounting with Zoho Books?

To integrate Sage Accounting with Zoho Books, you can use a third-party automation tool like ours to set up triggers and actions between the two applications. You need to create a 'Zap' where you can choose a trigger event in Sage Accounting, such as the creation of a new invoice, and an action in Zoho Books, like creating a customer.

What are some common triggers for Sage Accounting when integrated with Zoho Books?

Common triggers for Sage Accounting include the creation of new invoices, new customers, updated payment statuses, and receipt of payments. These triggers can initiate actions in Zoho Books to automate processes.

Can I automate the creation of invoices in Zoho Books using data from Sage Accounting?

Yes, you can automate invoice creation in Zoho Books using data from Sage Accounting. By setting up a trigger for 'New Invoice' in Sage Accounting, you can map the necessary fields and set an action to create an invoice automatically in Zoho Books.

Is it possible to update customer information automatically between Sage Accounting and Zoho Books?

Indeed. If there's a change or addition of customer information in Sage Accounting, you can configure an automatic update so that it reflects immediately in Zoho Books through our integration setup that supports such actions.

What happens if there's an error during automation between these platforms?

If an error occurs during the automation process between Sage Accounting and Zoho Books, our system sends out alerts or notifications specifying where the error happened. This helps you quickly address any issues without disrupting your workflow entirely.

Are there specific settings needed in either application before integrating them?

Before starting the integration process, ensure both your Sage Accounting and Zoho Books accounts have API access enabled. This is essential for us to establish a secure connection and allow seamless interaction between the systems.

Can financial reports be synchronized between these two platforms?

While direct synchronization of complete financial reports isn't possible due to differing formats and data points each system tracks, individual data entries like expenses or sales figures can be triggered from one platform to update corresponding records on another platform automatically.

sage-accounting logo
About Sage Accounting
Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.
Related categories
zoho-books logo
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.
Related categories

Connect Sage Accounting to Zoho Books on the world's largest no-code automation platform

Google Logo Sign up with Google