Connect Axonaut and Zoho Vault to Build Intelligent Automations

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Axonaut

When this happens...

Choose an Action

Zoho Vault

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Trigger when New Company created.

New Quotation

New Quotation

Trugger when new Quotation is created.

New Task

New Task

Trigger when new Task created.

New Expense

New Expense

Triggers when a new Expense is created.

New Invoice

New Invoice

This action creates a new invoice.

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Do thisActions

Action is the task that follows automatically within your Axonaut integrations.

Create Company

Create Company

Create a company in Axonaut via API

Create Quotation

Create Quotation

Create a Quotation

Create Event

Create Event

Create an Event

Create Task

Create Task

Create Task

Create Product

Create Product

Creates a product.

Create Employee

Create Employee

This action creates a new employee.

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Frequently Asked Questions

How do I start an integration between Axonaut and Zoho Vault?

To start, connect both your Axonaut and Zoho Vault accounts to viaSocket. Once connected, you can set up a workflow where an event in Axonaut triggers actions in Zoho Vault (or vice versa).

Can we customize how data from Axonaut is recorded in Zoho Vault?

Absolutely. You can customize how Axonaut data is recorded in Zoho Vault. This includes choosing which data fields go into which fields of Zoho Vault, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Axonaut and Zoho Vault?

The data sync between Axonaut and Zoho Vault typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Axonaut to Zoho Vault?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Axonaut and Zoho Vault?

Yes, you can set conditional logic to control the flow of data between Axonaut and Zoho Vault. 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.

Axonaut

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

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Zoho Vault

About Zoho Vault

Zoho Vault is a secure online password manager for teams and individuals, designed to store, share, and manage passwords and sensitive information safely. It offers robust encryption and seamless integration with other Zoho applications, ensuring your data is protected and easily accessible.

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