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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Triggers when a new sales invoice is created.
New Updated Sales Invoice
Triggers when a sales invoice is updated.
New Company
Triggers when a new company is created.
New Job
Triggers when new job is created.
New Notes
Trigger when new notes is created.
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 Customer
Creates a new customer.
Find Invoice
Finds an existing Invoice.
Create Item
Creates a new item.
Create Estimate
Generates a new estimate for a customer or lead.
Get all Invoices
Get a list of all invoices.
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Frequently Asked Questions
To start, connect both your Zoho Books and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Books triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Zoho Books data is recorded in ServeManager. This includes choosing which data fields go into which fields of ServeManager, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Books and ServeManager 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 ServeManager. 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 ServeManager
ServeManager is a comprehensive software solution designed for process servers to manage their business operations efficiently. It offers tools for job management, client communication, invoicing, and tracking, making it an essential platform for legal professionals and process serving companies.
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