Easily integrate your Zoho Books data into Sharepoint with our integration

Add Zoho Books now

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

Improve employee happiness by 16%

Never miss another update with real-time Zoho Books data

Make better use of your Sharepoint investment

1. Install the Sharepoint integration

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

Connect to Sharepoint now

2. Connect your Zoho Books account

by securely authenticating and selecting a data source

Zoho Books

Integration of Zoho Books data into Sharepoint

3. Receive your live data

and never risk Sharepoint users missing another update

Your Zoho Books data
Finished connector results in your Zoho Books data being embedded into Sharepoint
Connect Zoho Books to Sharepoint 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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Make working together better with the Card maker webpart that easily lets you embed your Adaptive Cards in SharePoint.

  • Supercharge your SharePoint intranet by enhancing it with Adaptive Cards that can show interactive elements, e.g. rich media, lists, forms, buttons and expanding sections. Browse business templates →

  • Connect Adaptive Cards to live data sources to show users their up-to-date information at a glance. This makes it simple to display data from other business apps and sources on any SharePoint page. Browse all compatible apps →

  • Easily embed any Adaptive Card on SharePoint pages using the Card maker web part's simple Card Share URL feature. Simply copy-and-pasted the address across from the Adaptive Card designer.

  • Create versatile digital experiences, by using Adaptive Cards to show key metrics users need, enable easy form submissions, offer a convenient location for all kinds of task and issue lists, create visually exciting digital signage, etc.

Ready to supercharge your SharePoint intranet with the addition of a digital workplace? Get started today and see the difference Digital Assistant's Card maker web part can make to your workplace.

Top 3 recommendations for SharePoint Adaptive Card users

  1. Read the full guide on how to add Adaptive Cards to your SharePoint page →

  2. Embed your Adaptive Cards also into your Viva Connections dashboard →

  3. Use SharePoint (Microsoft 365) itself as a data source for your next Adaptive Card →

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.