Connect Zoho Books and Easybroker to Build Intelligent Automations
Choose a Trigger
When this happens...
New Sales Invoice
Sales Invoice Updated
Choose an Action
Automatically do this!
Create a Contact Request
Get All Contact Requests
Get Contact By ID
Get Property By ID
List All Collaborations
Get All Property Features
Ready to use Zoho Books and Easybroker automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Runs when a new sales invoice is created in Zoho Books.
Sales Invoice Updated
Runs when a sales invoice is updated
New Contact Created
Triggers when a new contact is created in EasyBroker.
New Contact Request
Triggers when a new contact request is created in EasyBroker.
Do thisActions
Action is the task that follows automatically within your Zoho Books integrations.
Create Invoice
Creates a new invoice for a selected customer.
Create Or Update Customer
Creates a new customer or updates an existing customer in Zoho Books.
Update Invoice
Update an existing invoice’s customer, line items, taxes, discounts, shipping, tags, or custom fields.
Find Invoice
Finds an existing invoice in Zoho Books and returns its details.
Create Item
Creates a new item.
Get Organizations
Gets a list of your organizations.
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Frequently Asked Questions
To start, connect both your Zoho Books and Easybroker accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Books triggers actions in Easybroker (or vice versa).
Absolutely. You can customize how Zoho Books data is recorded in Easybroker. This includes choosing which data fields go into which fields of Easybroker, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Books and Easybroker 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 Easybroker. 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 Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn MoreAbout Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn More
