Zoho Books integration

Stay in control of all aspects of your finances with the Zoho Books integration for Digital Assistant. Use our drag-and-drop Adaptive Cards designer tool to create Cards, and display useful information such as lists of estimates, pending invoices, upcoming recurring expenditure and more. Add quick-action buttons to your Cards to take action in Zoho Desk directly from Digital Assistant, so you can perform common tasks without having to switch between numerous applications.

Pin your Cards to your Board to create an at-a-glance dashboard of your finances and business workflows, or subscribe to them for instant notifications when an estimate is viewed or updated, or when you receive a new payment for an invoice. With the Zoho Books integration, updates from Zoho Books reach you quicker compared to relying on email notifications reaching your inbox.

Sample Zoho Books Card built with the Adaptive Cards designer, showing a list of recently created estimates with their status. Quick action buttons make it easy to view the estimates in Zoho Books, or even take action and convert estimates to invoices directly from your Assistant.