Connect JustCall and Zoho Books to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Updated
Incoming Call
Call Ended
New Text Sent/Received
Call Completed
Call Answered
SMS Sent
Missed Call
Call Initiated
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 JustCall and Zoho Books automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Updated
Triggers when you add/update notes for a particular call.
Incoming Call
Triggers for a new incoming call.
Call Ended
Triggers when a call is ended.
New Text Sent/Received
Triggers when a new text is sent or received.
Call Completed
Triggers when a call
Call Answered
Triggers when a call answered
Do thisActions
Action is the task that follows automatically within your JustCall integrations.
Create a Contact
Create a new Contact.
Find a Contact
Find a Contact by contact id, phone or email
Check for Text Replies
Check weather you have received a reply from a number.
Update a Contact
Update a contact in JustCall.
Add a Contact to Sales Dialer Campaign
Add a contact to an existing Sales Dialer Campaign.
Delete a Contact From Sales Dialer Campaign
Delete a contact from an existing Sales Dailer Campaign.
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Frequently Asked Questions
To start, connect both your JustCall and Zoho Books accounts to viaSocket. Once connected, you can set up a workflow where an event in JustCall triggers actions in Zoho Books (or vice versa).
Absolutely. You can customize how JustCall 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 JustCall 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 JustCall 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 JustCall
JustCall is a cloud-based phone system designed for businesses to manage customer communication through features like call forwarding, SMS, and IVR. It integrates with various CRM platforms, supporting remote teams and enhancing productivity.
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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