Connect Zoho Books to Microsoft Teams

Use 4 documented Zoho Books triggers to run 12 documented Microsoft Teams actions.

4 source triggers

12 target actions

Reverse direction supported

Start Free Trial Browse Zoho Books integrations

Why Connect Zoho Books & Microsoft Teams?

Start with a Zoho Books event

Choose from 4 documented triggers, including New Customer, New Expense, New or Updated Invoice.

Run a Microsoft Teams action

Send the event into one of 12 documented actions, such as Create Channel, Get Chat Message, Get Current User.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Zoho Books

Triggers (4)

New Customer

Emit new event when a new customer is created.

polling

New Expense

Emit new event when a new expense is created.

polling

New or Updated Invoice

Emit new event when a new invoice is created or an existing invoice is updated.

polling

New Sales Order

Emit new event when a new sales order is created.

polling

Actions (24)

Create Customer

Creates a new customer. See the documentation

Create Customer Payment

Creates a new payment. See the documentation

Create Employee

Creates an employee for an expense. See the documentation

Create Estimate

Creates a new estimate. See the documentation

Create Invoice

Creates an invoice for your customer. See the documentation

Create Item

Creates a new item. See the documentation

Create Sales Order

Creates a sales order. See the documentation

Delete Contact

Deletes an existing contact. See the documentation

Get Invoice

Gets the details of an invoice. See the documentation

Get Item

Gets the details of an existing item. See the documentation

List Account Id Options

Retrieves available options for the Account Id field.

List Contacts

Lists all contacts given the organization_id. See the documentation

List Currency Id Options

Retrieves available options for the Currency Id field.

List Customer Id Options

Retrieves available options for the Customer Id field.

List Expense Id Options

Retrieves available options for the Expense Id field.

List Expenses

List all the Expenses. See the documentation

List Invoices

Lists all invoices. See the documentation

List Item Id Options

Retrieves available options for the Item Id field.

List Salesorder Id Options

Retrieves available options for the Salesorder Id field.

List Tax Authority Id Options

Retrieves available options for the Tax Authority Id field.

List Tax Exemption Id Options

Retrieves available options for the Tax Exemption Id field.

List Tax Id Options

Retrieves available options for the Tax Id field.

List Template Id Options

Retrieves available options for the Template Id field.

List Time Entry Ids Options

Retrieves available options for the Time Entry Ids field.

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

polling

New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

polling

New Chat

Emit new event when a new chat is created. See the documentation

polling

New Chat Message

Emit new event when a new message is received in a chat. See the documentation

polling

New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

polling

New Team Member

Emit new event when a new member is added to a team. See the documentation

polling

Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

Integration Features

4 documented Zoho Books triggers

12 documented Microsoft Teams actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Microsoft Teams to Zoho Books direction

Capability Examples

Zoho Books trigger → Microsoft Teams action

Catalog example

Zoho Books

New Customer

Microsoft Teams

Create Channel

Microsoft Teams trigger → Zoho Books action

Reverse direction

Microsoft Teams

New Channel

Zoho Books

Create Customer

How It Works

Connect Apps

Authenticate your Zoho Books and Microsoft Teams accounts

Choose a Trigger

Select a documented Zoho Books event

Choose an Action

Select the documented Microsoft Teams operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 4 documented Zoho Books triggers.

Automated Actions

Run one of 12 documented Microsoft Teams actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect Microsoft Teams to Zoho Books for bidirectional automation

View Integration

All Zoho Books Integrations

Explore all available Zoho Books connections

View All Integrations

All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

View All Integrations

Popular Integrations

View all integrations →

More Microsoft Teams Integrations

View all Microsoft Teams integrations →

Ready to Connect Zoho Books & Microsoft Teams?

Build this supported workflow in Mazaal AI and test it with your own provider accounts.

Get Started Free

Connect Zoho Books to Microsoft Teams

Why Connect Zoho Books & Microsoft Teams?

Start with a Zoho Books event

Run a Microsoft Teams action

Map and review the workflow

Available Triggers & Actions

Zoho Books

Triggers (4)

Actions (24)

Microsoft Teams

Triggers (6)

Actions (12)

Integration Features

Capability Examples

Zoho Books trigger → Microsoft Teams action

Microsoft Teams trigger → Zoho Books action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Zoho Books to Microsoft Teams direction supported?

Which Zoho Books triggers are available?

Which Microsoft Teams actions are available?

Can I also connect Microsoft Teams to Zoho Books?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Zoho Books Integrations

All Microsoft Teams Integrations

Popular Integrations

More Microsoft Teams Integrations

Ready to Connect Zoho Books & Microsoft Teams?