Integrations salesviewer Zoho Invoice
salesviewer + Zoho Invoice

Connect salesviewer and Zoho Invoice to Build Intelligent Automations

Choose a Trigger

salesviewer

When this happens...

Choose an Action

Zoho Invoice

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Enable Integrations or automations with these events of salesviewer and Zoho Invoice

Enable Integrations or automations with these events of salesviewer and Zoho Invoice

Actions

Create Invoice

Create Invoice

Creates a New Invoice.

Create Contact

Create Contact

Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.

Create Item

Create Item

Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.

Create Estimate

Create Estimate

Creates a new estimate.

Create Contact Person

Create Contact Person

Create a new contact person.

Find Contact

Find Contact

Get a specific contact by contact id.

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Frequently Asked Questions

How do I start an integration between salesviewer and Zoho Invoice?

To start, connect both your salesviewer and Zoho Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in salesviewer triggers actions in Zoho Invoice (or vice versa).

Can we customize how data from salesviewer is recorded in Zoho Invoice?

Absolutely. You can customize how salesviewer data is recorded in Zoho Invoice. This includes choosing which data fields go into which fields of Zoho Invoice, setting up custom formats, and filtering out unwanted information.

How often does the data sync between salesviewer and Zoho Invoice?

The data sync between salesviewer and Zoho Invoice typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from salesviewer to Zoho Invoice?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between salesviewer and Zoho Invoice?

Yes, you can set conditional logic to control the flow of data between salesviewer and Zoho Invoice. 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.

salesviewer

About salesviewer

SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.

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Zoho Invoice

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing

Learn More