Connect Sifter and Zoho Invoice to Build Intelligent Automations

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Sifter

When this happens...

Choose an Action

Zoho Invoice

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Issue is created

New Issue is created

runs when new issue is created

Request a new Trigger for Sifter

Do thisActions

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

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 Sifter and Zoho Invoice?

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

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

Absolutely. You can customize how Sifter 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 Sifter and Zoho Invoice?

The data sync between Sifter 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 Sifter 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 Sifter and Zoho Invoice?

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