Connect Zoho Bookings and Zoe Financial to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Bookings
Choose an Action
Automatically do this!
- Request a new Action for Zoe Financial
Enable Integrations or automations with these events of Zoho Bookings and Zoe Financial
Enable Integrations or automations with these events of Zoho Bookings and Zoe Financial
Actions
List Staffs
Get a list of staffs.
List Services
Get a list of all services under a workspace.
List Workspaces
Get a list of Workspaces
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Zoho Bookings and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Bookings triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how Zoho Bookings data is recorded in Zoe Financial. This includes choosing which data fields go into which fields of Zoe Financial, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Bookings and Zoe Financial 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 Bookings and Zoe Financial. 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 Bookings
Zoho Bookings is an appointment scheduler that lets you find the perfect time with your customers. Book quality meetings and increase sales.
Learn MoreAbout Zoe Financial
Zoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.
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