Easily integrate your Zoho Books data into SharePoint Search with our integration

Add Zoho Books now

Modernize your CRM platform by bringing your Zoho Books data
straight to your organizations' SharePoint Search instance

Improve employee happiness by 16%

Never miss another update with real-time Zoho Books data

Make better use of your SharePoint Search investment

1. Install the SharePoint Search integration

You can simply add our adenin platform to SharePoint Search by following the below button

Connect to SharePoint Search now

2. Connect your Zoho Books account

by securely authenticating and selecting a data source

Zoho Books

Integration of Zoho Books data into SharePoint Search

3. Receive your live data

and never risk SharePoint Search users missing another update

Your Zoho Books data
Finished connector results in your Zoho Books data being embedded into SharePoint Search
Connect Zoho Books to SharePoint Search now

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.

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Users rely on Google's famous answer boxes for most casual queries, such as the weather forecast or answers aggregated from the top results. With this channel, you can add a similar experience to your SharePoint intranet.

We call them Answer Cards, because they are made using Adaptive Cards. And it can have a transformative effect on your SharePoint search experience:

  • Create your own Adaptive Cards with live data from 3rd party apps, for example by starting off with a template

  • Teach the built-in AI to recognize natural language commands users might say when they would like to see your Card

  • Find all your Adaptive Cards with the Answer Card web part for SharePoint that lets you enter natural full-length questions or short commands

  • Build a bank of QnA knowledge with Digital Assistant that can give further answers to SharePoint users, for example for FAQs

Combine Adaptive Cards with PnP Modern Search

See an Answer Card in-between the PnP Search box and PnP Search Results

Built as an open-source SharePoint extension that's maintained by Microsoft, PnP Modern Search is a popular replacement for SharePoint's built-in more limited search experience. It offers more granular search UI options, for example extra refiners, search suggestions and control over how results are displayed.

If you already use PnP Modern Search, the Answer Card web part can be switched into a PnP mode where it receives the search input directly from PnP's search bar.

This effectively makes the web part an additional improvement to search pages previously made with PnP Modern Search. The best thing is, if the Answer Card web part doesn't find a suitable Card to show the user, it stays completely hidden.

All product names, logos, and brands are property of their respective owners. All company, product and service names used on this website are for identification purposes only. Use of these names, logos, and brands does not imply endorsement.