Connect ZarMoney and Conversion Chats to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZarMoney
Choose an Action
Automatically do this!
Send Template Message
Create Contacts
Update Contacts
Enable Integrations or automations with these events of ZarMoney and Conversion Chats
Enable Integrations or automations with these events of ZarMoney and Conversion Chats
Actions
Create a class
create a class.
Update a Class
Update a Class
Create a taxTypes
Create a taxTypes.
Add a customer
Create a customer.
Update a customer
Update a customer.
Create a Vendor
Create a Vendor.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your ZarMoney and Conversion Chats accounts to viaSocket. Once connected, you can set up a workflow where an event in ZarMoney triggers actions in Conversion Chats (or vice versa).
Absolutely. You can customize how ZarMoney data is recorded in Conversion Chats. This includes choosing which data fields go into which fields of Conversion Chats, setting up custom formats, and filtering out unwanted information.
The data sync between ZarMoney and Conversion Chats typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ZarMoney and Conversion Chats. 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.
About ZarMoney
ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances efficiently.
Learn MoreAbout Conversion Chats
Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.
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