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Connect Zoho Books to Microsoft Teams

Build an AI agent that works across Zoho Books and Microsoft Teams, on a schedule or when you click Run.

24 source actions
12 target actions
Reverse direction supported
Start buildingHave us set it up (A$490)Browse Zoho Books integrations

Why Connect Zoho Books & Microsoft Teams?

Read what you need from Zoho Books

Your agent uses Zoho Books's documented actions to pull the records it needs, each time it runs.

Run a Microsoft Teams action

Then it uses one of 12 documented actions, such as Create Channel, Get Chat Message, Get Current User.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Zoho Books logo

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 logo

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

24 documented Zoho Books actions
12 documented Microsoft Teams actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Microsoft Teams to Zoho Books direction

Capability Examples

Zoho Books trigger → Microsoft Teams action

Catalog example
Zoho BooksZoho Books

New Customer

Microsoft TeamsMicrosoft Teams

Create Channel

Microsoft Teams trigger → Zoho Books action

Reverse direction
Microsoft TeamsMicrosoft Teams

New Channel

Zoho BooksZoho Books

Create Customer

How It Works

1

Connect Apps

Authenticate your Zoho Books and Microsoft Teams accounts

2

Describe the Job

Say what to read from Zoho Books and what to do in Microsoft Teams

3

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

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Zoho Books events yet.

Automated Actions

Use 12 documented Microsoft Teams actions each time the agent runs.

Provider Authentication

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

Guided Configuration

Describe the job in plain English. The agent picks theZoho Books and Microsoft Teams actions it needs.

Your Own Accounts

You connect your own Zoho Books and Microsoft Teams accounts. App connections need a paid plan.

Execution Review

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

Microsoft Teams logoZoho Books logo

Reverse Integration Available

Also connect Microsoft Teams to Zoho Books for bidirectional automation

View Integration
Zoho Books logo

All Zoho Books Integrations

Explore all available Zoho Books connections

View All Integrations
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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

View All Integrations

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Ready to Connect Zoho Books & Microsoft Teams?

Build this agent in Mazaal AI and test it on your ownZoho Books and Microsoft Teams data.

Start building

Rather not build it yourself? We set up one Zoho Books to Microsoft Teams agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod