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How to connect Kommo and Zoho Books
Create a New Scenario to Connect Kommo and Zoho Books
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Zoho Books will be your first step. To do this, click "Choose an app," find Kommo or Zoho Books, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Zoho Books Node
Next, click the plus (+) icon on the Kommo node, select Zoho Books from the list of available apps, and choose the action you need from the list of nodes within Zoho Books.
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Authenticate Zoho Books
Now, click the Zoho Books node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Books settings. Authentication allows you to use Zoho Books through Latenode.
Configure the Kommo and Zoho Books Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Kommo and Zoho Books Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Kommo, Zoho Books, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Kommo and Zoho Books integration works as expected. Depending on your setup, data should flow between Kommo and Zoho Books (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Kommo and Zoho Books
Kommo + Zoho Books + Slack: When a deal is closed in Kommo, an invoice is created in Zoho Books. A notification is then sent to a designated Slack channel to inform the sales team about the new invoice.
Zoho Books + Google Sheets + Kommo: When a new sales invoice is created in Zoho Books, a new row containing the invoice details is added to a Google Sheet. The corresponding Kommo lead is then updated with the invoice information.
Kommo and Zoho Books integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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About Zoho Books
Automate Zoho Books tasks inside Latenode. Create invoices, track payments, and manage contacts in response to triggers from other apps. Connect accounting data to your CRM, e-commerce, or marketing platforms with no-code ease. Customize workflows with JavaScript for complex calculations and conditional logic. Pay only for execution time.
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FAQ Kommo and Zoho Books
How can I connect my Kommo account to Zoho Books using Latenode?
To connect your Kommo account to Zoho Books on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Zoho Books accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices from Kommo deals?
Yes, you can! Latenode lets you auto-generate Zoho Books invoices when a deal closes in Kommo, saving time and ensuring accurate financial records with its advanced workflow logic.
What types of tasks can I perform by integrating Kommo with Zoho Books?
Integrating Kommo with Zoho Books allows you to perform various tasks, including:
- Creating a new Zoho Books contact from a Kommo lead.
- Updating a Zoho Books invoice when a Kommo deal is updated.
- Adding a Kommo task when a new invoice is created.
- Sending payment reminders from Kommo based on Zoho Books data.
- Syncing contact information between the two platforms.
How does Latenode handle errors during Kommo and Zoho Books integration?
Latenode provides robust error handling with detailed logs and notifications, ensuring you can quickly identify and resolve any issues in your workflows.
Are there any limitations to the Kommo and Zoho Books integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom field mappings might require advanced configuration.
- High-volume data synchronization could impact performance.
- Real-time updates depend on API availability and rate limits.
