Zoho Books + Flowlu Integration

Connect Zoho Books to Flowlu in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Books
    Invoice is created in Zoho Books Instant
  • Zoho Books
    Customer payment is created in Zoho Books Instant
  • Zoho Books
    Vendor payment is created in Zoho Books Instant
  • Zoho Books
    Customer is created in Zoho Books Instant
  • Zoho Books
    Customer is updated in Zoho Books Instant
  • Zoho Books
    Sales order is created in Zoho Books Instant
  • Zoho Books
    Purchase order is created in Zoho Books Instant
  • Zoho Books
    Estimate is created in Zoho Books Instant
  • Zoho Books
    Expense is created in Zoho Books Instant
  • Zoho Books
    Item is created in Zoho Books Instant
  • Zoho Books
    Bill is created in Zoho Books Instant
  • Zoho Books
    Credit note is created in Zoho Books Instant
  • Zoho Books
    Delivery challan is created in Zoho Books Instant
  • Zoho Books
    Recurring bill is created in Zoho Books Instant
  • Zoho Books
    Recurring expense is created in Zoho Books Instant
  • Zoho Books
    Recurring invoice is created in Zoho Books Instant
  • Zoho Books
    Project is created in Zoho Books Instant
  • Zoho Books
    Vendor is created in Zoho Books Instant
  • Zoho Books
    Timesheet is created in Zoho Books Instant
  • Flowlu
    Task is created in Flowlu Instant
  • Flowlu
    Task is updated in Flowlu Instant
  • Flowlu
    Task list is created in Flowlu Instant
  • Flowlu
    Task is deleted in Flowlu Instant
  • Flowlu
    Task list is updated in Flowlu Instant
  • Flowlu
    Task list is deleted in Flowlu Instant
  • Flowlu
    Task follower is created in Flowlu Instant
  • Flowlu
    Task follower is deleted in Flowlu Instant
  • Flowlu
    Opportunity is created in Flowlu Instant
  • Flowlu
    Opportunity is updated in Flowlu Instant
  • Flowlu
    CRM Account is created in Flowlu Instant
  • Flowlu
    CRM Account is updated in Flowlu Instant
  • Flowlu
    CRM Account is deleted in Flowlu Instant
  • Flowlu
    Project is created in Flowlu Instant
  • Flowlu
    Project is updated in Flowlu Instant
  • Flowlu
    Project is deleted in Flowlu Instant
  • Flowlu
    Invoice is created in Flowlu Instant
  • Flowlu
    Invoice is updated in Flowlu Instant
  • Flowlu
    Organization is created in Flowlu Instant
  • Flowlu
    Organization is updated in Flowlu Instant
  • Flowlu
    Product is created in Flowlu Instant
  • Flowlu
    Product is updated in Flowlu Instant
  • Flowlu
    Product is deleted in Flowlu Instant
  • Flowlu
    Estimate is updated in Flowlu Instant
  • Flowlu
    Estimate is created in Flowlu Instant
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows   for Zoho Books + Flowlu Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Zoho Books + Flowlu Integration

Create Flowlu task for new Zoho Books customer

If you're using Zoho Books and Flowlu to manage your work, you'll want to make sure that customer-creation task are automatically created in Flowlu. That way, you can easily keep track of who owes you what and when they're supposed to pay!
Zoho Books + Flowlu Integration

Create Flowlu contact for new Zoho Books customer

If you are using Zoho Books, then you may want to also use Flowlu to manage your customer relationships. With the help of this automation, whenever you create a customer in Zoho Books, a corresponding contact will be created in Flowlu.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
See more
Zoho Books + Flowlu Integration

Create Flowlu task for new Zoho Books payment

When you make a payment in Zoho Books, be sure to create a task in Flowlu! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
See more
Zoho Books + Flowlu Integration

Create Flowlu task for new Zoho Books sales invoice

If you use Zoho Books to manage your sales invoice, you can also use Flowlu to create and manage task associated with those sales invoice. Creating a task in Flowlu will remind you of the important details related to the sales invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
See more
Zoho Books + Flowlu Integration

Create Flowlu task for new Zoho Books order

If you use Zoho Books as your bookkeeping software, there's an easy way to create task in Flowlu. With the help of this automation, whenever you create a new order in Zoho Books, a task will automatically be created in Flowlu for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
See more
Zoho Books + Flowlu Integration

Create Flowlu organization from new Zoho Books sales invoice

If you're a small business owner who uses Zoho Books to manage your finances, you may be wondering if there's a way to automatically create a organization profile in Flowlu whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Flowlu and Zoho Books!
See more
  • 1of1
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Who Is This Integration For?

Small Business Owners
Small Business Owners
Project Managers
Project Managers
Accountants
Accountants
Freelancers
Freelancers
Consulting Agencies
Consulting Agencies
Small Business Owners
Small business owners often struggle with keeping their project management and accounting data in sync. They need to ensure that their financial records reflect the latest project developments without manual data entry or errors.
Project Managers
Project managers find it challenging to keep track of client billing and invoicing as projects progress. They want to streamline the invoicing process and ensure that financial entries are accurately updated.
Accountants
Accountants need real-time access to updates from project management tools to prepare financial reports. They face difficulties ensuring that all project-associated costs are promptly recorded in accounting software.
Freelancers
Freelancers often have multiple projects and clients, making it difficult to track time and bill accurately. They need synchronization between project/task time logging and their invoicing system to ensure they're paid for every hour worked.
Consulting Agencies
Consulting agencies need to keep a clear line of sight between project progress and client billing. Without automation, they might deal with delayed invoices and miscommunication regarding payments.
Zoho Books logo
Flowlu logo

What Can You Automate With Zoho Books + Flowlu

Create invoices from completed tasks
When a task in Flowlu is marked complete, automatically generate an invoice in ZohoBooks. This saves you from manually tracking project milestones and ensures timely billing.
Sync new projects to your accounting
Every time you start a new project in Flowlu, it 's instantly set up in ZohoBooks, helping you prepare for related financial transactions and keeping your books ready.
Log time entries to accounting
Whenever you log time on a task in Flowlu, that data automatically updates in ZohoBooks as billable hours, letting you easily track and invoice for your time.
Update client details across platforms
When you add or update a client in Flowlu, their details are mirrored in ZohoBooks. This keeps your client information consistent and avoids double entry hassles.
Record expenses along with project details
As you track expenses within a project in Flowlu, these entries are recorded in ZohoBooks. It simplifies expense reconciliation and ensures no project cost is unaccounted for.
And much more...
Automations

Top 10 Most Popular Zoho Books Automations from
Integrately Community

Just click on the workflow you want to automate

Zoho Books logo
WhatsApp logo
Send WhatsApp message for new Zoho Books payment
Activate
Zoho Books logo
WooCommerce logo
Create WooCommerce customer for new Zoho Books customer
Activate
Zoho Books logo
AiSensy logo
Send AiSensy template message for new Zoho Books payment
Activate
Zoho Books logo
Zoho Creator logo
Create Zoho Creator record from new Zoho Books expense
Activate
Zoho Books logo
WHMCS logo
Create WHMCS contact for new Zoho Books customer
Activate
Zoho Books logo
WhatsApp logo
Send WhatsApp message for new Zoho Books payment
Activate
Zoho Books logo
WooCommerce logo
Create WooCommerce customer for new Zoho Books customer
Activate
Zoho Books logo
AiSensy logo
Send AiSensy template message for new Zoho Books payment
Activate
Zoho Books logo
Zoho Creator logo
Create Zoho Creator record from new Zoho Books expense
Activate
Zoho Books logo
WHMCS logo
Create WHMCS contact for new Zoho Books customer
Activate
Zoho Books logo
Online Live Support logo
Send Online Live Support message for new Zoho Books payment
Activate
Zoho Books logo
Bitrix24 logo
Create Bitrix24 contact for new Zoho Books customer
Activate
Zoho Books logo
Salesforce logo
Create Salesforce contact for new Zoho Books customer
Activate
Zoho Books logo
Shopify logo
Create Shopify customer for new Zoho Books customer
Activate
Zoho Books logo
Monday.com logo
Create Monday.com item for new Zoho Books customer
Activate
Zoho Books logo
Online Live Support logo
Send Online Live Support message for new Zoho Books payment
Activate
Zoho Books logo
Bitrix24 logo
Create Bitrix24 contact for new Zoho Books customer
Activate
Zoho Books logo
Salesforce logo
Create Salesforce contact for new Zoho Books customer
Activate
Zoho Books logo
Shopify logo
Create Shopify customer for new Zoho Books customer
Activate
Zoho Books logo
Monday.com logo
Create Monday.com item for new Zoho Books customer
Activate

Top 10 Most Popular Flowlu Automations from
Integrately Community

Most popularmost-popular-automations
01
Flowlu logo
Slack logo
Send Slack message for new Flowlu task
02
Flowlu logo
Telegram logo
Send Telegram message for new Flowlu task
03
Flowlu logo
Google Tasks logo
Create Google Tasks task for new Flowlu task
04
Todoist logo
Flowlu logo
Create Flowlu task for new Todoist task
05
Google Tasks logo
Flowlu logo
Create Flowlu task for new Google Tasks task
cloud
Flowlu
app integration
06
Flowlu logo
WhatsApp logo
Send WhatsApp message for new Flowlu task
07
Flowlu logo
TickTick logo
Create TickTick task for new Flowlu task
08
Flowlu logo
WA Toolbox logo
Send WA Toolbox message for new Flowlu task
09
Notion logo
Flowlu logo
Create Flowlu task for new Notion database item
10
Flowlu logo
Textgun SMS logo
Send Textgun SMS message for new Flowlu task
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Want to automate something else in your workflow?

You Can Also Connect Zoho Books or Flowlu With 1400+ Other Apps

Zoho Books
Zoho Books
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.
Flowlu
Flowlu
Flowlu is the ultimate digital workplace. With Flowlu, you can create and manage all your projects, tasks and projects in one place — from anywhere with an internet connection.