Connect Wizy Chat and Zoho Books to Build Intelligent Automations
Ready to use Wizy Chat and Zoho Books automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Triggers when a new sales invoice is created.
New Updated Sales Invoice
Triggers when a sales invoice is updated.
Do thisActions
Action is the task that follows automatically within your Wizy Chat integrations.
Ask Chatbot
Sends a question to a chatbot.
Create Invoice
Creates a new invoice for a selected customer.
Create Customer
Creates a new customer.
Find Invoice
Finds an existing Invoice.
Create Item
Creates a new item.
Create Estimate
Generates a new estimate for a customer or lead.
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Frequently Asked Questions
To start, connect both your Wizy Chat and Zoho Books accounts to viaSocket. Once connected, you can set up a workflow where an event in Wizy Chat triggers actions in Zoho Books (or vice versa).
Absolutely. You can customize how Wizy Chat data is recorded in Zoho Books. This includes choosing which data fields go into which fields of Zoho Books, setting up custom formats, and filtering out unwanted information.
The data sync between Wizy Chat and Zoho Books typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Wizy Chat and Zoho Books. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Wizy Chat
Wizy Chat is a versatile communication platform designed to enhance team collaboration and streamline communication processes. It offers a range of features including instant messaging, file sharing, and integration with other productivity tools, making it an ideal solution for businesses looking to improve internal communication and team efficiency.
Learn MoreAbout Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
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