Connect Systeme.io and Zoho Books to Build Intelligent Automations

Choose a Trigger

Systeme.io

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 Contact

New Contact

Triggers when a new contact is created.

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.

Request a new Trigger for Systeme.io

Do thisActions

Action is the task that follows automatically within your Systeme.io integrations.

Assign a Tag to a Contact

Assign a Tag to a Contact

Assigns a Tag to a Contact.

Create/Update a Contact

Create/Update a Contact

Create or Update contact by Email.

Search Contact by Email

Search Contact by Email

Get a contact by email.

Grant access to course

Grant access to course

Grants access to a existing course.

Create Invoice

Create Invoice

Creates a new invoice for a selected customer.

Create Customer

Create Customer

Creates a new customer.

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Frequently Asked Questions

How do I start an integration between Systeme.io and Zoho Books?

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

Can we customize how data from Systeme.io is recorded in Zoho Books?

Absolutely. You can customize how Systeme.io 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 Systeme.io and Zoho Books?

The data sync between Systeme.io 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 Systeme.io 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 Systeme.io and Zoho Books?

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

Systeme.io

About Systeme.io

Systeme.io is an all-in-one marketing platform designed to help entrepreneurs and small businesses manage and automate their online marketing efforts. It offers a range of tools including sales funnels, email marketing, online courses, and membership sites, all integrated into a single platform to streamline business operations and enhance productivity.

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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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