Connect Privyr and ZarMoney to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Privyr
Choose an Action
Automatically do this!
Create a class
Update a Class
Create a taxTypes
Add a customer
Update a customer
Create a Vendor
Find a Vendor
Find a customer
Delete a customer
Delete a vendor
Find or Create vendor
Find or Create Customer
Create a financial Account
Enable Integrations or automations with these events of Privyr and ZarMoney
Enable Integrations or automations with these events of Privyr and ZarMoney
Actions
Create Client
Creates a new client
Create a class
create a class.
Update a Class
Update a Class
Create a taxTypes
Create a taxTypes.
Add a customer
Create a customer.
Update a customer
Update a customer.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Privyr and ZarMoney accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in ZarMoney (or vice versa).
Absolutely. You can customize how Privyr data is recorded in ZarMoney. This includes choosing which data fields go into which fields of ZarMoney, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and ZarMoney 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 Privyr and ZarMoney. 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 Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
Learn MoreAbout ZarMoney
ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances efficiently.
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