Microsoft Office 365 + Zoho Books Integration

Integrate Microsoft Office 365 to Zoho Books in one click, or tell Integrately AI how you want each contact handled. Create invoices, log customers, update sales records, and notify your team automatically.

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1.
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
  • Zoho Books
    Invoice is created in Zoho Books Instant
  • Zoho Books
    Customer payment is created in Zoho Books Instant
  • Zoho Books
    Vendor payment is created in Zoho Books Instant
  • Zoho Books
    Customer is created in Zoho Books Instant
  • Zoho Books
    Customer is updated in Zoho Books Instant
  • Zoho Books
    Sales order is created in Zoho Books Instant
  • Zoho Books
    Purchase order is created in Zoho Books Instant
  • Zoho Books
    Estimate is created in Zoho Books Instant
  • Zoho Books
    Expense is created in Zoho Books Instant
  • Zoho Books
    Item is created in Zoho Books Instant
  • Zoho Books
    Bill is created in Zoho Books Instant
  • Zoho Books
    Credit note is created in Zoho Books Instant
  • Zoho Books
    Delivery challan is created in Zoho Books Instant
  • Zoho Books
    Recurring bill is created in Zoho Books Instant
  • Zoho Books
    Recurring expense is created in Zoho Books Instant
  • Zoho Books
    Recurring invoice is created in Zoho Books Instant
  • Zoho Books
    Project is created in Zoho Books Instant
  • Zoho Books
    Vendor is created in Zoho Books Instant
  • Zoho Books
    Timesheet is created in Zoho Books Instant
Arrow Right
2.
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365
  • Zoho Books
    Mark invoice as void in Zoho Books
  • Zoho Books
    Update sales invoice in Zoho Books
  • Zoho Books
    Search invoice by combination of filter in Zoho Books
  • Zoho Books
    Search vendor in Zoho Books
  • Zoho Books
    Create time entry in Zoho Books
  • Zoho Books
    Search time entry by project in Zoho Books
  • Zoho Books
    Update time entry in Zoho Books
  • Zoho Books
    Delete time entry in Zoho Books
  • Zoho Books
    Create project in Zoho Books
  • Zoho Books
    Get invoice Pdf by ID in Zoho Books
  • Zoho Books
    Mark invoice as draft in Zoho Books
  • Zoho Books
    Send an invoice in Zoho Books
  • Zoho Books
    Create sales invoice in Zoho Books
  • Zoho Books
    Search invoice in Zoho Books
  • Zoho Books
    Create customer in Zoho Books
  • Zoho Books
    Search customer in Zoho Books
  • Zoho Books
    Get customer by id in Zoho Books
  • Zoho Books
    Create item in Zoho Books
  • Zoho Books
    Search item in Zoho Books
  • Zoho Books
    Create estimate in Zoho Books
  • Zoho Books
    Create sales order in Zoho Books
  • Zoho Books
    Get line items by sales order ID in Zoho Books
  • Zoho Books
    Update sales order in Zoho Books
  • Zoho Books
    Create payment in Zoho Books
  • Zoho Books
    Search account in Zoho Books
  • Zoho Books
    Create purchase order in Zoho Books
  • Zoho Books
    Create task in Zoho Books

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Ready Workflows Ready Workflows for Microsoft Office 365 + Zoho Books Integration

Capture contacts, create sales invoices, record customer payments, update sales orders, and sync items, all in just one click.

Most popular automationsmost-popular-automations
Zoho Books + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Zoho Books customer

If you are using Zoho Books, then you may want to also use Microsoft Office 365 to manage your customer relationships. With the help of this automation, whenever you create a customer in Zoho Books, a corresponding contact will be created in Microsoft Office 365.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Office 365 + Zoho Books flow

Streamline professional communication, financial reporting, and client management by linking additional tools to your workflow. Pick a combination and activate it in one click.

Microsoft Office 365
Zoho Books
+
Microsoft OutlookMicrosoft Outlook (4)
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
Google DriveGoogle Drive (3)
+
AsanaAsana (3)
+
PayPalPayPal (3)
M
Z
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Add every new Microsoft Office 365 contact to Zoho Books as a customer, and notify your team in Microsoft Outlook
New Microsoft Office 365 contacts appear in Zoho Books as customers instantly and your team receives a confirmation in Microsoft Outlook.
M
Z
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When an invoice is created in Zoho Books, search the contact in Microsoft Office 365 and send a confirmation in Microsoft Outlook
Invoices generated in Zoho Books trigger a contact lookup in Microsoft Office 365, followed by a status message in Microsoft Outlook.
M
Z
M
When a customer is updated in Zoho Books, update the matching contact in Microsoft Office 365 and notify your team in Microsoft Outlook
Customer updates in Zoho Books automatically refresh Microsoft Office 365 contacts and alert your operations team in Microsoft Outlook.
M
Z
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When a sales order is created in Zoho Books, create an event in Microsoft Office 365 and send a scheduling update in Microsoft Outlook
New sales orders in Zoho Books automatically schedule calendar events in Microsoft Office 365 and notify your team in Microsoft Outlook.

Supported triggers and actions for Microsoft Office 365 and Zoho Books

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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Zoho Books
Zoho Books Triggers & Actions
Instant
Invoice is created in Zoho Books
Triggers the automation when any invoice is added or modified
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Instant
Customer payment is created in Zoho Books
Triggers the automation when payment is made by customer
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Instant
Vendor payment is created in Zoho Books
Triggers the automation when a vendor payment is created
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Instant
Customer is created in Zoho Books
Triggers the automation when a new customer is created
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Instant
Customer is updated in Zoho Books
Triggers the automation when customer details are updated
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Instant
Sales order is created in Zoho Books
Triggers the automation when a sales order is created
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Instant
Purchase order is created in Zoho Books
Triggers the automation when a new purchase order is created
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Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
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Instant
Expense is created in Zoho Books
Triggers the automation when a new expense is added
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Instant
Item is created in Zoho Books
Triggers the automation when a new item is created
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Instant
Bill is created in Zoho Books
Triggers the automation when a new bill is created
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Instant
Credit note is created in Zoho Books
Triggers the automation when a new credit note is generated
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Instant
Delivery challan is created in Zoho Books
Triggers the automation when a Delivery challan is created
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Instant
Recurring bill is created in Zoho Books
Triggers the automation when a recurring bill is created
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Instant
Recurring expense is created in Zoho Books
Triggers the automation when a recurring expense is created
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Instant
Recurring invoice is created in Zoho Books
Triggers the automation when a recurring invoice is created
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Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
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Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
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Instant
Timesheet is created in Zoho Books
Triggers the automation when a timesheet is created
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Mark invoice as void in Zoho Books
Mark an invoice status as void in ZohoBooks.
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Update sales invoice in Zoho Books
Update sales invoice with pre-filled details
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Search invoice by combination of filter in Zoho Books
Search invoices by combination of fields.
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Search vendor in Zoho Books
Searches for a vendor
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Create time entry in Zoho Books
Adds a new time entry
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Search time entry by project in Zoho Books
Looks for a specific time entry
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Update time entry in Zoho Books
Modifies an existing time entry
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Delete time entry in Zoho Books
Removes a time entry from the system
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Create project in Zoho Books
Generates a new project
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Get invoice Pdf by ID in Zoho Books
Retrieves invoice Pdf based on their ID
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Mark invoice as draft in Zoho Books
Marks an invoice as draft in Zoho Books
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Send an invoice in Zoho Books
Invoice is sent
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Create sales invoice in Zoho Books
Generates a new sales invoice with pre-filled details
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Search invoice in Zoho Books
Locates and retrieves invoices with
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Create customer in Zoho Books
Adds a new customer to the database
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Search customer in Zoho Books
Locates and retrieves customer information
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Get customer by id in Zoho Books
Retrieves customer information based on their id
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Create item in Zoho Books
Generates a new item
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Search item in Zoho Books
Locates and retrieves particular item information
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Create estimate in Zoho Books
Adds a new contact to the contact list
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Create sales order in Zoho Books
Generates a new sales order with pre-filled details
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Get line items by sales order ID in Zoho Books
Retrieves line items associated with a sales order id
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Update sales order in Zoho Books
Updates sales orders with the latest information
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Create payment in Zoho Books
Generates and process a payment transaction
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Search account in Zoho Books
Searches for account information
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Create purchase order in Zoho Books
Generates a purchase order for approved requests
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Create task in Zoho Books
Creates a new task
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What can you automate with Microsoft Office 365 + Zoho Books?

Streamline your client billing and administrative operations with powerful automated workflows between your core apps.

What you can automate?
๐Ÿ”„
Sync new contacts into billing profiles
Turn every Microsoft Office 365 contact into a Zoho Books customer automatically, eliminating manual data entry and keeping your accounting ledger up to date.
๐Ÿงพ
Capture every submitted invoice detail
Map all available line items and custom fields from Zoho Books invoices directly into your communication records for complete operational clarity.
๐Ÿ””
Alert your team instantly on new orders
Notify finance and administrative staff immediately via Microsoft Office 365 whenever a new sales order or customer payment is created in Zoho Books.
๐Ÿ”€
Route records based on client tier
Apply conditional logic to handle VIP clients differently from standard accounts when creating estimates and sales invoices in Zoho Books.
๐Ÿ“
Keep records updated across platforms
Automatically update contact information and billing statuses in Microsoft Office 365 whenever customer records change in Zoho Books.
๐Ÿ”
Search and update instead of duplicating
Lookup existing customer profiles in Zoho Books before creating new records, preventing duplicate entries and keeping your database clean.
๐Ÿ’ณ
Handle later payment status changes
Trigger automated follow-ups and update contact notes whenever a customer payment or invoice status changes in Zoho Books.
๐Ÿš€
Extend workflows to external tools
Connect your core automation to HubSpot or Google Drive to sync project files and manage downstream sales pipelines seamlessly.
And much more...

Who is Microsoft Office 365 + Zoho Books integration for?

Connecting professional communication with financial management ensures finance and administrative teams eliminate manual data entry and keep billing accurate.

Finance directors
Finance directors
Operations managers
Operations managers
Account managers
Account managers
Administrative leads
Administrative leads
Sales executives
Sales executives
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Finance directors
You rely on accurate billing and revenue data to report performance, but manual invoice creation leaves figures inconsistent โ€” with this integration, every transaction and contact syncs instantly and your financial reports stay accurate.
โšก
Operations managers
You need to act fast on incoming orders and client requests, but delayed data transfers leave your team out of the loop โ€” automating both apps means every sales order and customer update flows across systems immediately.
๐Ÿค
Account managers
You answer to clients who expect prompt invoicing and up-to-date records, but fragmented tools slow down your response times โ€” integrating these apps means your client data and billing history are always accessible in one place.
๐Ÿ“Š
Administrative leads
The volume of daily communications and invoices is too high for your staff to keep up with by hand, leading to missed entries โ€” with this integration, every contact and invoice logs automatically without manual data entry.
๐Ÿ’ผ
Sales executives
You depend on finance teams to hand over finalized invoices and customer details before starting follow-ups, causing communication lags โ€” connecting these apps means your sales pipeline and accounting records update in lockstep.
๐Ÿ“
Bookkeepers
You need a reliable history of every transaction and client interaction, but manual copying creates frequent gaps in your ledger โ€” automating both apps means every customer payment and invoice record stays complete and accurate.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Zoho Books

Build and manage your Microsoft Office 365 + Zoho Books automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Office 365 + Zoho Books with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Office 365 to Zoho Books?
Frequently Asked Questions
You can connect Microsoft Office 365 to Zoho Books using 1-click automation setup on Integrately, supported by Microsoft Outlook, Stripe, HubSpot, and 1,500+ other apps. Use ready templates or ask Integrately AI to build your workflow in seconds.
Can I automatically create Zoho Books invoices from new Microsoft Office 365 contacts?
Frequently Asked Questions
Can I connect Microsoft Office 365, Zoho Books, and Google Drive?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Zoho Books?
Frequently Asked Questions
How does Microsoft Office 365 handle contact creation events in this integration?
Frequently Asked Questions
Can Zoho Books send updates back to Microsoft Office 365 automatically?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Zoho Books?
Frequently Asked Questions
Is the Microsoft Office 365 and Zoho Books integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Zoho Books With 1500+ Other Apps

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Zoho Books
Popular Zoho Books Integrations
Sync Zoho Books with CRM, payment, and analytics platforms to keep financial records comprehensive and accurate.