Connect Nifty and Zoho Books to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Nifty
Choose an Action
Automatically do this!
Create Invoice
Create Customer
Find Invoice
Create Item
Create Estimate
Get all Invoices
Find a Customer
Create a Bill
Ready to use Nifty and Zoho Books automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Triggers when a new sales invoice is created.
New Updated Sales Invoice
Triggers when a sales invoice is updated.
Do thisActions
Action is the task that follows automatically within your Nifty integrations.
Create Task
Creates a new task in a specific project or workspace.
Create Project
Creates a new project within an organization or team.
Create Milestone
Creates a new milestone to track project progress.
Search User Details
This endpoint fetch the user information.
Create Portfolio
creates new portfolio
Create Document
creates a new document.
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Frequently Asked Questions
To start, connect both your Nifty and Zoho Books accounts to viaSocket. Once connected, you can set up a workflow where an event in Nifty triggers actions in Zoho Books (or vice versa).
Absolutely. You can customize how Nifty 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 Nifty 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 Nifty 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 Nifty
Nifty is a project management and team collaboration tool designed to streamline your workflow and enhance productivity. It offers features such as task management, time tracking, project timelines, and team communication to help you manage your projects efficiently.
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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