Zoho Books + Emma Integration

Connect Zoho Books to Emma - Automate your workflows in 1-click

Set up Zoho Books automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Set up Emma automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Get the best of both with Integrately’s Zoho Books + Emma integration.

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Ready Workflows For Zoho Books + Emma Integration

Just click on the workflow you want to automate

Create Emma contact for new Zoho Books sales invoice

Zoho Books + Emma Integration

Activate

Create Emma contact for new Zoho Books customer

Zoho Books + Emma Integration

Activate

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Create Your Own Zoho Books & Emma Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Invoice is created in Zoho Books
Triggers the automation whenever any invoice is added or modified
Instant
Customer payment is created in Zoho Books
Triggers the automation whenever a Delivery challan is created
Instant
Vendor payment is created in Zoho Books
Triggers the automation whenever a vendor payment is created
Instant
Customer is created in Zoho Books
Triggers the automation whenever a new customer is created
Instant
Customer is updated in Zoho Books
Triggers the automation whenever customer details are updated
Instant
Sales order is created in Zoho Books
Triggers the automation whenever a sales order is created
Instant
Purchase order is created in Zoho Books
Triggers the automation whenever a recurring bill is created
Instant
Estimate is created in Zoho Books Instant
Expense is created in Zoho Books
Triggers the automation whenever a new expense is added
Instant
Item is created in Zoho Books
Triggers the automation whenever a new item is created
Instant
Bill is created in Zoho Books
Triggers the automation whenever a new bill is created
Instant
Credit note is created in Zoho Books
Triggers the automation whenever a new credit note is generated
Instant
Delivery challan is created in Zoho Books
Triggers the automation whenever a new estimate is created
Instant
Recurring bill is created in Zoho Books
Triggers the automation whenever a recurring expense is created
Instant
Recurring expense is created in Zoho Books Instant
Recurring invoice is created in Zoho Books
Triggers the automation whenever a recurring invoice is created
Instant
Project is created in Zoho Books
Triggers the automation whenever a new purchase order is created
Instant
Vendor is created in Zoho Books
Triggers the automation whenever a new vendor is created
Instant
Timesheet is created in Zoho Books
Automatically updates sales orders with the latest information
Instant
Subscriber is created in Emma
Triggers the automation whenever a new subscriber is added
Instant
Subscriber is unsubscribed in Emma
Triggers the automation whenever a subscriber opts out from further communication
Instant
Group is created in Emma
Triggers the automation whenever a new group is created
Instant
Member is added to group in Emma
Triggers the automation whenever a new member is added to a group
Instant
Member shares a message in Emma
Triggers the automation whenever a member shares a message
Instant
Group is deleted in Emma
Triggers the automation whenever any group is deleted
Instant
Group is updated in Emma
Triggers the automation whenever any group is updated
Instant
Field is updated in Emma
Triggers the automation whenever a particular action in the workflow fails
Instant
Member is updated in Emma
Triggers the automation whenever a member's profile is updated
Instant
Mailing is finished in Emma
Triggers the automation whenever the mailing process is completed
Instant
Field is created in Emma
Triggers the automation whenever a particular action in the workflow fails
Instant
Field is deleted in Emma
Triggers the automation whenever a particular action in the workflow fails
Instant
Member status is updated in Emma
Triggers the automation whenever the status of a member is updated
Instant
Member is deleted in Emma
Triggers the automation whenever any member is removed from the system
Instant
Member is removed from group in Emma
Triggers the automation whenever a member is removed from a particular group
Instant
Message is forwarded in Emma
Triggers the automation whenever a message is forwarded
Instant
Member shares link to message and someone click on it in Emma
Triggers the automation whenever someone clicks on a link shared by one of the members
Instant
Message is opened in Emma
Triggers the automation whenever a message is opened
Instant
Message is clicked in Emma
Triggers the automation whenever a message is clicked
Instant

Search vendor in Zoho Books
Triggers the automation whenever a timesheet is created
Create sales invoice in Zoho Books
Automatically generates a new sales invoice with pre-filled details
Search invoice in Zoho Books
Automatically locate and retrieve invoices with
Create customer in Zoho Books
Automatically adds a new customer to the database
Search customer in Zoho Books
Automatically locate and retrieve customer information
Get customer by id in Zoho Books
Automatically retrieves customer information based on their ID
Create item in Zoho Books
Automatically generates and process a payment transaction
Search item in Zoho Books
Automatically searches for a vendor
Create estimate in Zoho Books
Automatically adds a new contact to the contact list
Create sales order in Zoho Books
Automatically generates a new sales order with pre-filled details
Get line items by sales order ID in Zoho Books
Automatically retrieves line items associated with a sales order ID
Update sales order in Zoho Books
Create payment in Zoho Books
Search account in Zoho Books
Automatically searches for account information
Create purchase order in Zoho Books
Automatically generates a purchase order for approved requests
Create task in Zoho Books
Automatically creates a new task
Create subscriber in Emma
Automatically adds new users to the subscription list
Get memeber by Id in Emma
Automatically retrieves a member's data based on their ID
Create group in Emma
Automatically creates a new group based on particular criteria

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Integrate Zoho Books & Emma In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Zoho Books or Emma With 1200+ Other Apps

Zoho Books is the fastest, most flexible and feature-rich accounting software for small business owners and freelancers. With Zoho Books, you can get up and running in a matter of minutes. No complicated setup or hardware required.

See Zoho Books Integrations

Emma helps you master your customers' behavior and drive action from your campaigns. Get more sales, leads and repeat purchases without having to write a single line of code.

See Emma Integrations