Connect Syncly and Zoho Books to Build Intelligent Automations

Choose a Trigger

Syncly

When this happens...

Choose an Action

Zoho Books

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Syncly integrations.

Create Feedback

Create Feedback

Import feedback to Syncly workspace

Create Agent

Create Agent

Create a new agent in Syncly workspace

Create Account

Create Account

Create a new account in Syncly workspace

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.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Syncly 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 Syncly and Zoho Books?

The data sync between Syncly 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 Syncly 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 Syncly and Zoho Books?

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

Syncly

About Syncly

Syncly is a powerful tool designed to streamline and automate data synchronization across various applications and platforms. It ensures that your data is always up-to-date and consistent, reducing manual effort and minimizing errors. Ideal for businesses and individuals looking to enhance productivity and efficiency in managing their digital workflows.

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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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