Integrations Synthflow AI Zoho Books
Synthflow AI + Zoho Books

Connect Synthflow AI and Zoho Books to Build Intelligent Automations

Choose a Trigger

Synthflow AI

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 Synthflow AI integrations.

Create SMS Action

Create SMS Action

Creates a SMS action

Create Transfer Call Action

Create Transfer Call Action

Creates a transfer call action

Create Information Extractor Yes No Action

Create Information Extractor Yes No Action

Creates an action of type information extractor yes no

Create Information Extractor Open Question Action

Create Information Extractor Open Question Action

Creates an action for open questions

Create Call

Create Call

Initiates a real-time voice call through the AI assistant.

Create Invoice

Create Invoice

Creates a new invoice for a selected customer.

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Frequently Asked Questions

How do I start an integration between Synthflow AI and Zoho Books?

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

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

Absolutely. You can customize how Synthflow AI 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 Synthflow AI and Zoho Books?

The data sync between Synthflow AI 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 Synthflow AI 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 Synthflow AI and Zoho Books?

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

Synthflow AI

About Synthflow AI

Synthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates

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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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