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Get Started FreeTriggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Create and Updates an existing contact.
Delete an existing Invoice.
Mark Invoice as confirm
Mark Invoice as Paid
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Create Event
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Create and Updates an existing contact.
Delete an existing Invoice.
Mark Invoice as confirm
Mark Invoice as Paid
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Create Event
Choose Zoho Books as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Microsoft Exchange as the action app from the list.
Connect your Microsoft Exchange account & authenticate it.
Select the data you want to send from Zoho Books to Microsoft Exchange & your AI Agent is ready!
New Item
Create Event
New Contact
Create Event
New Sales Invoice
Create Event
New Estimate
Create Event
New Credit Notes
Create Event
Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
The integration between Zoho Books and Microsoft Exchange is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Zoho Books with Microsoft Exchange, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Zoho Books-Microsoft Exchange integration:
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