NoCRM and Zoho Books Integration

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Automatically create invoices in Zoho Books when deals close in NoCRM. Latenode’s visual editor makes complex logic simple and affordable, while JavaScript nodes allow further customization to match your accounting needs.

Swap Apps

NoCRM

Zoho Books

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NoCRM and Zoho Books

Create a New Scenario to Connect NoCRM 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Zoho Books will be your first step. To do this, click "Choose an app," find NoCRM or Zoho Books, and select the appropriate trigger to start the scenario.

Add the NoCRM Node

Select the NoCRM node from the app selection panel on the right.

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NoCRM

Configure the NoCRM

Click on the NoCRM node to configure it. You can modify the NoCRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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NoCRM

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Connect NoCRM

Sign In

Run node once

Add the Zoho Books Node

Next, click the plus (+) icon on the NoCRM 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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NoCRM

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Zoho Books

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.

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Zoho Books

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Connect Zoho Books

Sign In

Run node once

Configure the NoCRM 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.

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Zoho Books Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the NoCRM 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 NoCRM, 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 NoCRM and Zoho Books integration works as expected. Depending on your setup, data should flow between NoCRM 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 NoCRM and Zoho Books

NoCRM + Zoho Books + Slack: When a lead's status changes to 'Won' in NoCRM, create a corresponding invoice in Zoho Books and notify the sales team in a dedicated Slack channel.

Zoho Books + NoCRM + Google Sheets: Automatically export new sales invoices from Zoho Books and new lead data from NoCRM into a Google Sheet for consolidated financial and sales reporting.

NoCRM and Zoho Books integration alternatives

About NoCRM

Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.

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.

See how Latenode works

FAQ NoCRM and Zoho Books

How can I connect my NoCRM account to Zoho Books using Latenode?

To connect your NoCRM account to Zoho Books on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select NoCRM and click on "Connect".
  • Authenticate your NoCRM and Zoho Books accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create invoices from won deals?

Yes, you can! Latenode allows automated invoice creation in Zoho Books upon deal closure in NoCRM. This saves time and reduces manual data entry, all thanks to our visual workflow builder.

What types of tasks can I perform by integrating NoCRM with Zoho Books?

Integrating NoCRM with Zoho Books allows you to perform various tasks, including:

  • Automatically creating new contacts in Zoho Books from NoCRM leads.
  • Updating customer information in Zoho Books when deals are won.
  • Generating sales reports combining data from both NoCRM and Zoho Books.
  • Triggering invoice generation in Zoho Books upon deal stage changes.
  • Syncing product details between NoCRM opportunities and Zoho Books items.

Can Latenode handle complex data transformations between apps?

Yes! Latenode's JavaScript and AI blocks let you map and transform data for seamless integration, adapting to any data structure or custom field.

Are there any limitations to the NoCRM and Zoho Books integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Custom field syncing may require advanced configuration.
  • Large data migrations might require optimization.
  • Real-time updates depend on the API rate limits of both platforms.

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