Connect Sendlane and Zoho Books to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sendlane
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
Create Project
Create or Update a Vendor
Ready to use Sendlane and Zoho Books automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Runs when a new sales invoice is created in Zoho Books.
Sales Invoice Updated
Runs when a sales invoice is updated
Do thisActions
Action is the task that follows automatically within your Sendlane integrations.
Subscribe a Contact
Subscribe a contact by its email ID.
Unsubscribe a Contact
Unsubscribe a contact by its email ID
Delete a Contact
Delete a Contact by its email id
Get a Contact Detail
Get a contact detail by its email id
Create a List
Create a list and specify sender's profile detail
Update a List
Update a list from the list ID
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Frequently Asked Questions
To start, connect both your Sendlane and Zoho Books accounts to viaSocket. Once connected, you can set up a workflow where an event in Sendlane triggers actions in Zoho Books (or vice versa).
Absolutely. You can customize how Sendlane 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 Sendlane 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 Sendlane 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 Sendlane
Sendlane is an email marketing service that provides businesses with tools to create and send email campaigns, automate marketing processes, and analyze email engagement. It's designed to help improve customer communication and drive sales.
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.
Learn More
