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

Automatically do this!
Update Dev User
List Dev Users
List Parts
Get specific Part
Search Parts by Type
Update Part
Delete Part
List Rev Orgs
Get Rev Org by ID
Create Rev Org
Update Rev Org
List Tags
Get Tag
Create Tag
Delete Tag
Update Tag
List Timeline Entries
Create Timeline Entry
Update Timeline Entry
List Works
Get Spesific Work
Create Work
Update Work
List Accounts
Get a Specific Account
Create Account
Update Account
List Metric Definitions
List SLA Trackers
Get Specific SLA Tracke by ID
Create SLA
Get SLA
List SLAs
Assign SLAs
Update SLA
Transition SLAs
List Articles
Create Article
Get Specific Article
Update Article
Delete Article
Get Atom
List Conversations
Create Conversation
Update Conversation
Delete Conversation
Delete Account
Create Group
List Groups
Add Groups Members
Get a specific Group
List Groups Members
Remove Groups Members
Update Group
List Links
Create Link
Create Rev User
List Rev Users
Get Rev User by ID
Update Rev User
Create Service Account
Get Service Account by ID
List Surveys Responses
List Sys Users
Update Sys User
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new sales invoice is created in Zoho Books.
Runs when a sales invoice is updated
Trigger when a new Account is created.
Trigger when a new Timeline Entry Created.
Trigger when a new Tag Updated.
Trigger when a Tag Deleted.
Action is the task that follows automatically within your Zoho Books integrations.
Creates a new invoice for a selected customer.
Creates a new customer or updates an existing customer in Zoho Books.
Update an existing invoice’s customer, line items, taxes, discounts, shipping, tags, or custom fields.
Finds an existing invoice in Zoho Books and returns its details.
Creates a new item.
Gets a list of your organizations.

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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).
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.
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.
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 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 is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn MoreDevRev 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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