Connect Zoho Books and DevRev to Build Intelligent Automations

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Zoho Books

When this happens...

Choose an Action

DevRev

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Sales Invoice

New Sales Invoice

Runs when a new sales invoice is created in Zoho Books.

Sales Invoice Updated

Sales Invoice Updated

Runs when a sales invoice is updated

Account Created

Account Created

Trigger when a new Account is created.

Timeline Entry Created

Timeline Entry Created

Trigger when a new Timeline Entry Created.

Tag Updated

Tag Updated

Trigger when a new Tag Updated.

Tag Deleted

Tag Deleted

Trigger when a Tag Deleted.

Do thisActions

Action is the task that follows automatically within your Zoho Books integrations.

Create Invoice

Create Invoice

Creates a new invoice for a selected customer.

Create Or Update Customer

Create Or Update Customer

Creates a new customer or updates an existing customer in Zoho Books.

Update Invoice

Update Invoice

Update an existing invoice’s customer, line items, taxes, discounts, shipping, tags, or custom fields.

Find Invoice

Find Invoice

Finds an existing invoice in Zoho Books and returns its details.

Create Item

Create Item

Creates a new item.

Get Organizations

Get Organizations

Gets a list of your organizations.

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Frequently Asked Questions

How do I start an integration between Zoho Books and DevRev?

To start, connect both your Zoho Books and DevRev accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Books triggers actions in DevRev (or vice versa).

Can we customize how data from Zoho Books is recorded in DevRev?

Absolutely. You can customize how Zoho Books data is recorded in DevRev. This includes choosing which data fields go into which fields of DevRev, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Books and DevRev?

The data sync between Zoho Books and DevRev typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Books to DevRev?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Books and DevRev?

Yes, you can set conditional logic to control the flow of data between Zoho Books and DevRev. 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

About Zoho Books

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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DevRev

About DevRev

DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.

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