Enable Integrations or automations with these events of Nibo and Zoho SalesIQ
Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.
Create a new employee record with contact, address, bank, and company details.
Create a cost center using the provided description.
Shows the account statement for a selected account and date range.
Retrieve details of a chat by its ID.
Retrieve all the chats of a conversion.
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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 Nibo and Zoho SalesIQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Nibo triggers actions in Zoho SalesIQ (or vice versa).
Absolutely. You can customize how Nibo data is recorded in Zoho SalesIQ. This includes choosing which data fields go into which fields of Zoho SalesIQ, setting up custom formats, and filtering out unwanted information.
The data sync between Nibo and Zoho SalesIQ 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 Nibo and Zoho SalesIQ. 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.
Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.
Learn MoreZoho SalesIQ is a powerful live chat and visitor tracking software designed to enhance customer engagement and boost sales. It provides real-time insights into visitor behavior, enabling businesses to offer personalized support and improve conversion rates.
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