Full list

Supported Triggers & Actions

Everything you can automate between Toolhouse and Zoho Books.

When this happensTriggers

A trigger is an event that starts a workflow.

New Sales Invoice

New Sales Invoice

Runs when a new sales invoice is created in Zoho Books.

Sales Invoice Updated

Sales Invoice Updated

Runs when a sales invoice is updated

When a new estimate is created

When a new estimate is created

Runs the workflow automatically whenever a new estimate is created in the account.

When a new customer is created

When a new customer is created

Runs the workflow automatically whenever a new customer is created in the account.

Request a new Trigger for Toolhouse

Do thisActions

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

Create Agent Run

Create Agent Run

Start an agent run from an existing chat with optional schedule, variables, and callback URL.

Send Message to Agent Run

Send Message to Agent Run

Send a message to an existing agent run, optionally with content and metadata; return the agent’s response and the run ID.

Continue Conversation With Agent

Continue Conversation With Agent

Send a message to an agent to continue an existing conversation and get the agent's response.

Check Agent Background Job Status

Check Agent Background Job Status

See whether an agent's background job is running and retrieve its job and run IDs.

Create Invoice

Create Invoice

Creates a new invoice for a selected customer.

Create Or Update Customer

Create Or Update Customer

Creates a new customer or updates an existing customer in Zoho Books.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect Toolhouse and Zoho Books?

Sign up for a free viaSocket account, then authorize both your Toolhouse and Zoho Books accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Toolhouse and Zoho Books as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Toolhouse to Zoho Books?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho Books. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Toolhouse triggers actions in Zoho Books, and a separate workflow where Zoho Books triggers actions in Toolhouse. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Toolhouse and Zoho Books. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Toolhouse and Zoho Books integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.