Connect agiliron and Zoho Books to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for agiliron
Choose an Action
Automatically do this!
Create Invoice
Create Customer
Find Invoice
Create Item
Create Estimate
Get all Invoices
Find a Customer
Create a Bill
Enable Integrations or automations with these events of agiliron and Zoho Books
Enable Integrations or automations with these events of agiliron and Zoho Books
Triggers
New Sales Invoice
Triggers when a new sales invoice is created.
New Updated Sales Invoice
Triggers when a sales invoice is updated.
Actions
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.
Get all Invoices
Get a list of all invoices.
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Frequently Asked Questions
To start, connect both your agiliron and Zoho Books accounts to viaSocket. Once connected, you can set up a workflow where an event in agiliron triggers actions in Zoho Books (or vice versa).
Absolutely. You can customize how agiliron 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 agiliron 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 agiliron 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 agiliron
Agiliron is a SaaS platform for Omni-Channel Commerce focused on helping Product Based Businesses (Retail, Wholesale, Distribution, eCommerce) "Sell More in More Places. But Manage in One".
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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