Connect Userback and Zoho Books to Build Intelligent Automations

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Userback

When this happens...

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Zoho Books

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Feedback

New Feedback

Triggered when a new feedback is submitted in Userback.

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 Userback

Do thisActions

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

List Feedback

List Feedback

List of feedback

List Projects

List Projects

List Available Projects

Create a Feedback

Create a Feedback

Creates a new feedback entry in Userback.

List Comments

List Comments

List comments from a feedback

List Members

List Members

Lists available Members

List SessionRecordings

List SessionRecordings

Lists available SessionRecordings

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Frequently Asked Questions

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

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

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

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

The data sync between Userback 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 Userback 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 Userback and Zoho Books?

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

Userback

About Userback

Userback is a visual feedback and bug tracking tool designed to streamline the process of collecting feedback from users and managing it efficiently. It allows teams to gather annotated screenshots, video recordings, and comments directly from users, making it easier to identify and resolve issues quickly.

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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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