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

Automatically do this!
Get User Role
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
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 Flokzu accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Books triggers actions in Flokzu (or vice versa).
Absolutely. You can customize how Zoho Books data is recorded in Flokzu. This includes choosing which data fields go into which fields of Flokzu, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Books and Flokzu 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 Flokzu. 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 MoreFlokzu is a cloud-based workflow automation software that allows businesses to design, run, and optimize their processes without the need for coding. It provides a platform for creating custom workflows, automating repetitive tasks, and improving team collaboration. With Flokzu, organizations can streamline their operations, enhance productivity, and ensure compliance with business rules.
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