Zoho Books + Sharepoint Integration
Connect Zoho Books to Sharepoint in 1 click
Free forever.Use premium features free for 14 days.1.
Invoice is created in Zoho Books Instant- Customer payment is created in Zoho Books Instant
- Vendor payment is created in Zoho Books Instant
- Customer is created in Zoho Books Instant
- Customer is updated in Zoho Books Instant
- Sales order is created in Zoho Books Instant
- Purchase order is created in Zoho Books Instant
- Estimate is created in Zoho Books Instant
- Expense is created in Zoho Books Instant
- Item is created in Zoho Books Instant
- Bill is created in Zoho Books Instant
- Credit note is created in Zoho Books Instant
- Delivery challan is created in Zoho Books Instant
- Recurring bill is created in Zoho Books Instant
- Recurring expense is created in Zoho Books Instant
- Recurring invoice is created in Zoho Books Instant
- Project is created in Zoho Books Instant
- Vendor is created in Zoho Books Instant
- Timesheet is created in Zoho Books Instant
File is created in folder in Sharepoint- Folder is created in Sharepoint
2.
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Who Is This Integration For?
Accountants
Small Business Owners
Financial Advisors
Project Managers
IT Managers
Accountants
Accountants often struggle with organizing client financial documents. They would benefit from a seamless way to store and retrieve invoices and reports without manually uploading them to different storage platforms.
Small Business Owners
Small business owners need to manage and share financial documents with their partners or stakeholders. They find it time-consuming to manually transfer files between their accounting software and document management systems.
Financial Advisors
Financial advisors need to keep their client financial statements organized and easily accessible. Manually updating documents and ensuring they are shared securely can be a significant administrative burden.
Project Managers
Project managers handling budgets and expenses often need to synchronize financial records between systems. Moving updated financial data from accounting software to team collaboration platforms can be inefficient.
IT Managers
IT managers supporting finance teams need to ensure secure and efficient data exchange between accounting and document management systems. They face challenges in maintaining data integrity across platforms.
What Can You Automate With Zoho Books + Sharepoint
Automatically Save New Invoices to SharePoint
Whenever you generate a new invoice in ZohoBooks, automatically save a copy to a designated SharePoint folder. This helps you keep all your financial documents organized and easily accessible without any manual uploads.
Sync Customer Statements to SharePoint
When you create a customer statement in ZohoBooks, automatically store it in a SharePoint library. This ensures that your client’s financial documents are always available for quick sharing and collaboration.
Back Up Credit Notes to SharePoint
Every time a credit note is issued in ZohoBooks, have it automatically backed up in SharePoint. This way, you never lose track of issued credits and maintain a secure archive for future reference.
Log Expense Reports to SharePoint
Capture new expense reports from ZohoBooks and log them in a SharePoint folder. This ensures all team members have access to the latest expense data, promoting transparency and team collaboration.
Store Receipts from ZohoBooks in SharePoint
Automatically store any newly created receipts from ZohoBooks in your SharePoint document library. This helps you maintain a comprehensive and organized archive of purchase confirmations for easy retrieval.
And much more...
Top 10 Most Popular Zoho Books Automations from
Integrately Community
Just click on the workflow you want to automate
Send WhatsApp message for new Zoho Books payment
Create WooCommerce customer for new Zoho Books customer
Send AiSensy template message for new Zoho Books payment
Create Zoho Creator record from new Zoho Books expense
Create WHMCS contact for new Zoho Books customer
Send WhatsApp message for new Zoho Books payment
Create WooCommerce customer for new Zoho Books customer
Send AiSensy template message for new Zoho Books payment
Create Zoho Creator record from new Zoho Books expense
Create WHMCS contact for new Zoho Books customer
Send Online Live Support message for new Zoho Books payment
Create Bitrix24 contact for new Zoho Books customer
Create Salesforce contact for new Zoho Books customer
Create Shopify customer for new Zoho Books customer
Create Monday.com item for new Zoho Books customer
Send Online Live Support message for new Zoho Books payment
Create Bitrix24 contact for new Zoho Books customer
Create Salesforce contact for new Zoho Books customer
Create Shopify customer for new Zoho Books customer
Create Monday.com item for new Zoho Books customer
Top 10 Most Popular Sharepoint Automations from
Integrately Community
Most popular
01
Create Monday.com item for new Sharepoint file
02
Create Sharepoint folder from new WPForms form submission
03
Create Sharepoint folder for new Trello card
04
Create Sharepoint folder from new Airtable record
05
Create Airtable record from new Sharepoint file
Most popular
01
Create Monday.com item for new Sharepoint file
02
Create Sharepoint folder from new WPForms form submission
03
Create Sharepoint folder for new Trello card
04
Create Sharepoint folder from new Airtable record
05
Create Airtable record from new Sharepoint file
06
Create Hubstaff to-do for new Sharepoint file
07
Create Sharepoint file for new DocuWare document
08
Send GatewayAPI SMS message for new Sharepoint file
09
Send 2Factor SMS message for new Sharepoint file
10
Send Fast2SMS message for new Sharepoint file
How Integrately Works?
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2
Connect Accounts
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Automation is ready
Connect Zoho Books + Sharepoint Now 
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You Can Also Connect Zoho Books or Sharepoint With 1400+ Other Apps
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.
Sharepoint
SharePoint is a powerful tool that helps you organize and share all your important information. You can use it as a secure place to store, organize, share, and access information from any device. All you need is just a web browser.
