Connect Instantly and Zoho Books to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead in Campaign
New Email Received
New Email Sent
Lead Unsubscribed
Campaign Completed
Lead Marked as not interested
Lead Marked as interested
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 Instantly and Zoho Books automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
Campaign Completed
Triggered when a specific campaign is completed.
Lead Marked as not interested
Triggered when a Lead is marked as not interested.
Do thisActions
Action is the task that follows automatically within your Instantly integrations.
Create Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Add Lead to List
Add multiple leads to a list.
Add Lead to Campaign
Add multiple leads to a campaign.
Create Campaign
Create a campaign
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Frequently Asked Questions
To start, connect both your Instantly and Zoho Books accounts to viaSocket. Once connected, you can set up a workflow where an event in Instantly triggers actions in Zoho Books (or vice versa).
Absolutely. You can customize how Instantly 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 Instantly 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 Instantly 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 Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their 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.
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