Connect Zoho Billing and Fresh Proposals to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Billing
Choose an Action
Automatically do this!
- Request a new Action for Fresh Proposals
Enable Integrations or automations with these events of Zoho Billing and Fresh Proposals
Enable Integrations or automations with these events of Zoho Billing and Fresh Proposals
Actions
Create Invoice
Creates a new invoice.
Update an Invoice
Updates an existing invoice by its id.
Create Customer
Creates a new customer.
Update Customer
Update an existing customer.
Find Invoice
Retrieve's existing invoice details.
Find Customer
Get an existing customer’s details.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Zoho Billing and Fresh Proposals accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Billing triggers actions in Fresh Proposals (or vice versa).
Absolutely. You can customize how Zoho Billing data is recorded in Fresh Proposals. This includes choosing which data fields go into which fields of Fresh Proposals, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Billing and Fresh Proposals 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 Zoho Billing and Fresh Proposals. 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 Zoho Billing
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
Learn MoreAbout Fresh Proposals
FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal
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