Connect Zoho Billing and Mails.so to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Billing
Choose an Action
Automatically do this!
Validate Email Address
Enable Integrations or automations with these events of Zoho Billing and Mails.so
Enable Integrations or automations with these events of Zoho Billing and Mails.so
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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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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 Zoho Billing and Mails.so accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Billing triggers actions in Mails.so (or vice versa).
Absolutely. You can customize how Zoho Billing data is recorded in Mails.so. This includes choosing which data fields go into which fields of Mails.so, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Billing and Mails.so 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 Mails.so. 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 Mails.so
Mails.so is a comprehensive email management platform designed to streamline your email communication. It offers a suite of tools to enhance productivity, organize your inbox, and automate routine email tasks, making it an essential tool for both personal and professional use.
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