
When this happens...
New Sales Invoice
New Updated Sales Invoice

Automatically do this!
Upload Audio File
Create Noise
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new sales invoice is created.
Triggers when a sales invoice is updated.
Action is the task that follows automatically within your Zoho Books integrations.
Creates a new invoice for a selected customer.
Creates a new customer.
Finds an existing Invoice.
Creates a new item.
Generates a new estimate for a customer or lead.
Get a list of all invoices.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Zoho Books and Cleanvoice accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Books triggers actions in Cleanvoice (or vice versa).
Absolutely. You can customize how Zoho Books data is recorded in Cleanvoice. This includes choosing which data fields go into which fields of Cleanvoice, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Books and Cleanvoice 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 Books and Cleanvoice. 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.
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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