Connect Easybroker and Zoho Books to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Contact Request
Choose an Action
Automatically do this!
Create Invoice
Create Or Update Customer
Update Invoice
Find Invoice
Create Item
Get Organizations
Create Estimate
Find Projects
Find Items
Find Customer
Create Bill
Find Items By SKU
Create Project
Create or Update a Vendor
Ready to use Easybroker and Zoho Books automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Triggers when a new contact is created in EasyBroker.
New Contact Request
Triggers when a new contact request is created in EasyBroker.
New Sales Invoice
Runs when a new sales invoice is created in Zoho Books.
Sales Invoice Updated
Runs when a sales invoice is updated
Do thisActions
Action is the task that follows automatically within your Easybroker integrations.
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get All Contact Requests
Returns a list of the contact requests in a given period or for a specific property, if no parameters are provided all the contact requests will be returned
Get Contact By ID
Get a contact's details by contact ID.
Get Property By ID
Get the details of a specific property using its property ID.
List All Collaborations
Show all collaborations for the connected EasyBroker account
Get All Property Features
Get all property features from your EasyBroker account.
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Frequently Asked Questions
To start, connect both your Easybroker and Zoho Books accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in Zoho Books (or vice versa).
Absolutely. You can customize how Easybroker 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 Easybroker 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 Easybroker 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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
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.
Learn More
