Connect Weavely and Zoho Books to Build Intelligent Automations

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Weavely

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 Form Submission

New Form Submission

Trigger fires on When someone opens or loads the form (before any submission).

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 Weavely

Do thisActions

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

Generate Form

Generate Form

Generates a Weavely form from a prompt.

Get Form Fields

Get Form Fields

String input for the path parameter FORM_ID required by GET /v1/forms/FORM_ID/fields.

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.

Create Item

Create Item

Creates a new item.

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Frequently Asked Questions

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

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

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

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

The data sync between Weavely 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 Weavely 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 Weavely and Zoho Books?

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

Weavely

About Weavely

Weavely is an innovative AI-powered platform designed to enhance productivity and creativity through advanced artificial intelligence tools. It offers a suite of features that streamline workflows, automate tasks, and provide intelligent insights, making it an essential tool for businesses and individuals looking to leverage AI technology.

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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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