Integrations Geckoboard Zoho Invoice
Geckoboard + Zoho Invoice

Connect Geckoboard and Zoho Invoice to Build Intelligent Automations

Choose a Trigger

Geckoboard

When this happens...

Choose an Action

Zoho Invoice

Automatically do this!

Enable Integrations or automations with these events of Geckoboard and Zoho Invoice

Enable Integrations or automations with these events of Geckoboard and Zoho Invoice

Actions

Add Record to Dataset

Add Record to Dataset

Add a record to an existing dataset

Create Invoice

Create Invoice

Creates a New Invoice.

Create Contact

Create Contact

Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.

Create Item

Create Item

Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.

Create Estimate

Create Estimate

Creates a new estimate.

Create Contact Person

Create Contact Person

Create a new contact person.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Geckoboard and Zoho Invoice?

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

Can we customize how data from Geckoboard is recorded in Zoho Invoice?

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

How often does the data sync between Geckoboard and Zoho Invoice?

The data sync between Geckoboard and Zoho Invoice 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 Geckoboard to Zoho Invoice?

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 Geckoboard and Zoho Invoice?

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

Geckoboard

About Geckoboard

Geckoboard is a data visualization tool that helps teams focus on key metrics by providing real-time dashboards to monitor business performance. It allows users to connect to a variety of data sources and create custom dashboards to display their most important data visually.

Learn More
Zoho Invoice

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing

Learn More