Connect Sensible and Zoho Books to Build Intelligent Automations

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Sensible

When this happens...

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Zoho Books

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Extraction

New Document Extraction

Triggers when a new document is successfully extracted

New Sales Invoice

New Sales Invoice

Triggers when a new sales invoice is created.

New Updated Sales Invoice

New Updated Sales Invoice

Triggers when a sales invoice is updated.

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Do thisActions

Action is the task that follows automatically within your Sensible integrations.

Extract Document

Extract Document

Extract data from a document

Create Invoice

Create Invoice

Creates a new invoice for a selected customer.

Create Customer

Create Customer

Creates a new customer.

Find Invoice

Find Invoice

Finds an existing Invoice.

Create Item

Create Item

Creates a new item.

Create Estimate

Create Estimate

Generates a new estimate for a customer or lead.

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Frequently Asked Questions

How do I start an integration between Sensible and Zoho Books?

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

Can we customize how data from Sensible is recorded in Zoho Books?

Absolutely. You can customize how Sensible 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.

How often does the data sync between Sensible and Zoho Books?

The data sync between Sensible and Zoho Books 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 Sensible to Zoho Books?

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 Sensible and Zoho Books?

Yes, you can set conditional logic to control the flow of data between Sensible 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.

Sensible

About Sensible

Sensible is a platform designed to streamline and optimize your business processes through intelligent automation and data management. It offers tools to enhance productivity, improve decision-making, and ensure seamless operations.

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Zoho Books

About 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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