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

Automatically do this!
Update Sales Quote
Update Sales Order
Update Purchase Order
Get Inventory Locations
Get Product Suppliers
Get Sales Orders
Find Inventory Location by ID
Find Supplier/Client by ID
Find Client/Supplier by Name
Get Currencies
Find Currency by Code
Find Currency by ID
Find Discount by ID
Find Discount by Name
Get Documents
Find Document by ID
Find Inventory Location by Name
Find Product by ID
Find Product by SKU
Find a Product Category
Find Product Category by ID
Find Document
Find Purchase Order by ID
Find Purchase Order by Number
Find Sales Order by ID
Find Tax by ID
Find Tax by Name
Find Sales Order by No.
Find Sales Quote by ID
Find Sales Quote by No.
Find Shipping Provider by Name
Find Work Order by ID
Find Pricing Rule by ID
Insert New Currency
Insert New Discount
Insert New Inventory Location
Insert New Tax
Insert a Product
Insert Supplier/Client
Insert Sales Order
Insert Purchase Order
Insert Sales Quote
Insert Shipping Provider
Insert Document
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
Triggers when a new Product is created.
Triggers when a new Purchase Order is created in Pending state.
Triggers when a Purchase Order is Approved.
Trigger when purchase order items are received.
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 Megaventory accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Books triggers actions in Megaventory (or vice versa).
Absolutely. You can customize how Zoho Books data is recorded in Megaventory. This includes choosing which data fields go into which fields of Megaventory, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Books and Megaventory 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 Megaventory. 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 MoreIntegrate with Megaventory to manage inventory, orders, and supply chain operations efficiently.
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