
When this happens...

Automatically do this!
Create Contact
Update Contact
Create Inventory Item
Update inventory item
Create Item Group
Create Contact Person
Create Sales Order
Create Sales Invoice
Record Customer Payment
List Invoices
Update Contact Person
Update Invoice
Update Customer Payment
Delete Contact
Delete Contact Person
Get Inventory Items
Delete Item Group
Delete Tax
Delete Sales Order
Delete Invoice
Delete Customer Payment
Delete Bill By Number
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When this happensTriggers
A trigger is an event that starts a workflow.
runs when New Bill Is Created
runs when New Item Is Created
runs when new contact is added
runs when new invoice is added
Action is the task that follows automatically within your Cognito Forms integrations.
Get a list of all forms in your Cognito Forms account.
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete an entry from Cognito Forms.
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Retrieve a single entry from a Cognito form to view its submitted responses.
Create a contact with billing, shipping and primary contact info.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Cognito Forms and Zoho POS accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in Zoho POS (or vice versa).
Absolutely. You can customize how Cognito Forms data is recorded in Zoho POS. This includes choosing which data fields go into which fields of Zoho POS, setting up custom formats, and filtering out unwanted information.
The data sync between Cognito Forms and Zoho POS 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 Cognito Forms and Zoho POS. 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.
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn MoreZoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.
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