Connect Sendlane and Zoho Books
Integrate Sendlane with Zoho Books to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Subscribe a Contact in Sendlane when New Sales Invoice in Zoho Books
Unsubscribe a Contact in Sendlane when New Sales Invoice in Zoho Books
Delete a Contact in Sendlane when New Sales Invoice in Zoho Books
Get a Contact Detail in Sendlane when New Sales Invoice in Zoho Books
Create a List in Sendlane when New Sales Invoice in Zoho Books
Popular Sendlane + Zoho Books flows
Start from a real workflow other teams are already running.
Choose a trigger
Sendlane
When this happens...
- Request a new Trigger for Sendlane
Choose an action
Zoho Books
Automatically do this!
Create Invoice
Create Or Update Customer
Update Invoice
Update Contact
Find Invoice
Create Item
Get Organizations
Create Estimate
Find Projects
Find Items
Find Customer
Create Bill
Find Items By SKU
Create Project
Create or Update a Vendor
List Purchase Orders
List All Invoices
Send Invoice
Update Customer Details
Subscribe a Contact in Sendlane when New Sales Invoice in Zoho Books
Use this flowUnsubscribe a Contact in Sendlane when New Sales Invoice in Zoho Books
Use this flowDelete a Contact in Sendlane when New Sales Invoice in Zoho Books
Use this flowGet a Contact Detail in Sendlane when New Sales Invoice in Zoho Books
Use this flowCreate a List in Sendlane when New Sales Invoice in Zoho Books
Use this flowUpdate a List in Sendlane when New Sales Invoice in Zoho Books
Use this flowGet a List Detail in Sendlane when New Sales Invoice in Zoho Books
Use this flowGet a Campaign Detail in Sendlane when New Sales Invoice in Zoho Books
Use this flowAdd Contact to Sendlane when New Sales Invoice in Zoho Books
Use this flowSubscribe a Contact in Sendlane when Sales Invoice Updated in Zoho Books
Use this flowSupported Triggers & Actions
Everything you can automate between Sendlane and Zoho Books.
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
When a new estimate is created
Runs the workflow automatically whenever a new estimate is created in the account.
When a new customer is created
Runs the workflow automatically whenever a new customer is created in the account.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sendlane and Zoho Books accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Sendlane and Zoho Books as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho Books. No coding required.
Yes. You can set up a workflow where Sendlane triggers actions in Zoho Books, and a separate workflow where Zoho Books triggers actions in Sendlane. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Sendlane and Zoho Books. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sendlane and Zoho Books integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
